Boutique Sales Forecast & Stretch Builder

LorenBrooke | Business Tools & Planning

Build sales goals with a plan behind them. This LorenBrooke Excel tool helps independent boutique owners use recent sales to create daily forecasts and understand the transactions, conversion, or average sale needed to reach a goal.

Set sales goals with a clear view of what it takes to reach them. This Excel workbook helps independent boutique owners build daily forecasts from recent sales and test a separate stretch goal. WHAT IT DOES • Uses last week's same-day sales or an average of up to four comparable weeks. • Calculates average sale per transaction (ADT) from your sales and transaction counts. • Calculates historical conversion when matching visitor counts are available. • Shows transactions needed to reach your daily sales goal and, when traffic is available, the required conversion or ADT. • Keeps forecast and stretch goals separate, with space to explain events, promotions and supporting actions. WHAT YOU RECEIVE One downloadable .xlsx workbook, version 2.1, with Weekly Forecast, Recent Sales and Quick Guide tabs. Includes instructions and a worked example. Yellow cells identify inputs. REQUIREMENTS Microsoft Excel is required and is not included. Use sales and purchase transaction counts from your point-of-sale system. Visitor counts are optional; without them, you can still use sales-based forecasts and transaction goals. Apple Numbers compatibility is not verified. $29 one-time purchase. Digital download only; no physical product. Calculations use the history and assumptions you provide and do not guarantee sales results. The Boutique Labor Planner is sold separately.