I'm looking for a simple tool to build a sales forecast and track our progress against quota.

If you want something simple for building a sales forecast and tracking progress against quota, I’d look for a tool that does three things well:

• Pipeline forecast: expected revenue by month/quarter, weighted by deal stage or probability
• Quota tracking: rep/team target vs. closed-won revenue and remaining gap
• Simple dashboards: “Are we on track?” without needing a spreadsheet rebuild every week

A few good options:

My quick recommendations:

• 1–10 sales reps: start with Pipedrive or HubSpot.
• 10–50 reps: consider HubSpot, Salesforce, or a dedicated forecasting layer.
• Already living in spreadsheets: a lightweight quota dashboard tool may be enough before adopting a full CRM. Tools such as Goals.com or similar sales performance platforms focus specifically on quota pacing and attainment.

If you tell me:

1. number of sales reps,
2. whether you already use a CRM (Salesforce, HubSpot, etc.), and
3. whether you need forecasting only or full pipeline management,

I can narrow it down to 2–3 choices.

For a simple and flexible setup, Airtable or a clean Google Sheets sales template work best to build a forecast and track quota progress without heavy CRM bloat.

Top Simple Tools

• Airtable : Uses a spreadsheet-database hybrid format. You can link deals to reps, assign probabilities, and use Interface Designer to build a simple dashboard showing total forecast versus quota attainment.
• Google Sheets / Microsoft Excel : Best for absolute simplicity and zero extra cost. You can download a free sales pipeline and quota tracking template, input deal sizes and close dates, and automatically chart your progress.
• Pipedrive : A lightweight CRM designed for simplicity. It features visual pipelines, built-in forecasting views, and easy goal-tracking for individual and team quotas.
• HubSpot CRM : Offers a free tier with intuitive deal stages, basic forecasting tools, and visual quota tracking dashboards that update as deals move to closed-won.

If you want, I can:

• Show you how to set up a simple spreadsheet formula for quota tracking
• Compare Airtable vs Pipedrive for a small team

If you want simple rather than enterprise-heavy, I’d shortlist these:

• kudoscrm.com — Probably the closest match. It combines a weighted pipeline forecast with quota attainment by rep/team, and the forecast updates as deals change.
• avoma.com — Good if you want a more structured forecast process: Commit/Best Case/Pipeline categories plus quota attainment, gap, and pipeline coverage.
• goals.com — More focused on progress against quota and rep scorecards, while also including pipeline and forecasting.
• quotapath.com — Worth considering if quota/commission tracking is the bigger priority than sophisticated deal forecasting. It provides attainment, pacing, projected earnings, and CRM integrations.
• salesforce.com — Very capable, including forecast and quota attainment, but I'd consider it overkill if you specifically want something simple.

My pick: Start with KudosCRM if you want one lightweight system for pipeline → forecast → quota gap. If you already have a CRM and mainly need a clean quota/pacing layer, I'd look at QuotaPath.

If you tell me team size + CRM you currently use (if any) + whether you want free/cheap, I can narrow it down to 2–3 options.

When you want a simple approach to sales forecasting and quota tracking without wrestling with an enterprise CRM, you generally have two great routes: ready-to-use spreadsheet templates (best for total control and zero cost) or lightweight, visual CRMs (best for automated pipeline tracking).

Here are the best simple tools broken down by category:

1. Spreadsheet Templates (Free & Fully Customizable)

If your team is small and you just want a clean grid where you can plug in deal sizes, close dates, and individual quotas, a spreadsheet is hard to beat.

• Google Sheets / Microsoft Excel Sales Funnel & Forecast Template : A great option is the downloadable Salesflare Free Sales Forecast Template , which features automated dashboard calculations, stage probabilities, and rep target tracking.
• Smartsheet Sales Forecasting Templates : If you prefer structured multi-week or monthly tracking grids, you can browse options via Smartsheet Free Sales Forecast Templates.

2. Lightweight Sales CRMs (Visual & Automated)

If you are tired of manual data entry in spreadsheets and want deals to dynamically update your forecast as they move through your pipeline, look at user-friendly, sales-first platforms:

• Pipedrive : Highly praised for its intuitive, visual drag-and-drop pipeline. It keeps forecasting straightforward by multiplying deal values by stage probability automatically, letting you see expected revenue vs. goals at a glance. You can explore how it works on the Pipedrive overview.
• HubSpot CRM (Free/Starter Tiers) : HubSpot offers clean, visual pipeline management with native forecasting and basic quota tracking tools built right in. It’s easy to adopt if you want a system that scales with you without feeling bloated. Check out the feature breakdown on the HubSpot Forecasting Software Guide.
• Nutshell : A streamlined CRM known for clear activity reports and tracking team performance against individual and team quotas without a steep learning curve. Take a look via Nutshell CRM.

To help narrow down the best fit, tell me:

• How many people are actively entering or tracking sales data?
• Do you prefer a free spreadsheet you can customize today, or are you open to a lightweight software tool?

If you want simple rather than a heavyweight CRM, I’d shortlist these:

1. Goals.com — best all-in-one for quota tracking

   • Built specifically around quotas, pipeline, commissions, and performance.
   • Shows live attainment and pipeline forecasting.
   • Straightforward pricing: currently listed at $59/user/month, month-to-month.
   • Best if your main question is: “Are we going to hit quota, and which reps/deals are driving it?”

2. KudosCRM — best lightweight CRM + forecast

   • Automatically turns pipeline into a weighted forecast.
   • Tracks quota by rep, team, and period and shows the gap to target.
   • Has a free-start option, according to its site.
   • Good choice if you also need a basic CRM/pipeline rather than just a dashboard.

3. HubSpot Sales Hub — best if you already use HubSpot

   • Forecasting, sales goals, pipeline, and attainment reporting are integrated.
   • Sales goals can be assigned to individual reps, teams, or pipelines.
   • The more advanced forecasting functionality is in Sales Hub Professional/Enterprise, so it can be more than you need if simplicity is the priority.

4. Avoma — best for structured forecasting

   • Tracks target, closed-won, commit, open pipeline, and quota attainment.
   • Keeps forecast-submission history so managers can see how forecasts change over time.
   • More revenue-intelligence oriented than a bare-bones quota tracker.

My pick

For a small sales team starting from scratch: Goals.com.
For a simple CRM that happens to do forecasting: KudosCRM.
If you're already on HubSpot: use HubSpot rather than adding another system.

If you tell me team size, whether you already have a CRM (e.g. Salesforce/HubSpot), and whether you need just forecasting or also commissions, I can narrow this to the 2 simplest options and compare their current pricing/features.

💡 For a simple sales forecasting and quota tracking tool, you have two distinct paths depending on your current setup.

Here are the top options categorized by type, ranked from the simplest setup to more automated tools:

🗒️ 1. Google Sheets or Microsoft Excel (Best for absolute simplicity)

If you want total control without learning new software, a spreadsheet is your best starting point.

• Why it works : You can use free templates to input your sales pipeline, assign win probabilities, and instantly see a forecast.
• Tracking : Create a simple bar chart comparing Actual Revenue vs. Quota Baseline.
• Cost : Free.

📈 2. HubSpot CRM (Best free software option)

HubSpot offers a robust, dedicated "Forecast" and "Goals" tool inside its free-tier CRM.

• Why it works : It automatically calculates your forecast based on deal stages (e.g., 20% chance at "Presentation", 80% at "Contract").
• Tracking : It features a built-in progress bar showing exactly how close each rep—and the team—is to meeting their monthly or quarterly quota.
• Cost : Free for basic tracking; paid tiers unlock advanced forecasting models.

📊 3. Pipedrive (Best for visual sales pipelines)

Pipedrive is designed specifically for small teams who want a visual, drag-and-drop sales tool.

• Why it works : Its Revenue Forecasting View projects your future income based on the expected close dates of your active deals.
• Tracking : The "Insights" dashboard lets you set quotas (targets) for individual reps and tracks their real-time progress.
• Cost : Paid (typically starting around $15–$20 per user/month, with free trials available).

🌟 4. Monday.com or ClickUp (Best if you already use project management)

If your team already uses a project management tool, you can build a sales forecast tracker inside it.

• Why it works : Both platforms offer ready-made sales pipeline templates with built-in formula columns to calculate weighted forecasts.
• Tracking : Use dashboard widgets (like progress dials or thermometers) to visualize quota completion.
• Cost : Free tiers available; paid plans unlock advanced dashboard charts.

To help me narrow down the perfect recommendation, please tell me:

• How many sales reps will be tracking their quotas?
• Do you want something manually updated (like Excel) or automated based on deals moving through stages?
• What tools (CRM, email, project management) do you currently use?

• Simple Sales Forecasting & Quota Tracking Tools:
  • HubSpot CRM (Sales Hub) - Offers free-tier and starter CRM options with built-in deals pipelines, sales forecasting, and quota tracking dashboards that update automatically as you close deals.
  • Pipedrive - A visual, sales-focused pipeline tool that makes it exceptionally easy to track stage probabilities, forecast expected revenue, and set team or individual quotas.
  • Close - Built specifically for inside sales teams, offering robust pipeline visualization, activity tracking, and simple revenue forecasting views.
  • Notion or Airtable - Great flexible, low-code options if you prefer a customizable spreadsheet-database hybrid where you can manually build your own custom forecast formulas and progress trackers.
  • Google Sheets or Microsoft Excel - The ultimate simple "tools" if you want full control; you can set up a basic weighted pipeline model (Pipeline × Probability = Forecast) and track quota attainment manually or via connected data.

To help narrow down the best choice, tell me:

• How many people on your team need access?
• Do you prefer a ready-to-use CRM or a customizable spreadsheet?
• What is your budget?

If you want simple rather than enterprise-heavy, I’d shortlist these:

• HubSpot Sales Hub — probably the best all-around choice if you want a conventional CRM plus forecasting. Its forecast tool tracks team progress toward goals and can forecast from deal stages or custom forecast categories.
• Goals.com — best if your main need is “Where are we against quota?” rather than building a complicated CRM. It combines quota attainment, pipeline, forecasting, and rep scorecards, with pricing listed at $39/user/month.
• Salesforce — very capable for forecasting and quota attainment, but I'd only choose it if you already use Salesforce or expect your sales operation to become more sophisticated. Its forecasting includes quota and attainment views.
• Zoho CRM — worth considering if you want a lower-cost traditional CRM with customizable forecast reports and dashboards; it is currently among the highly rated sales-forecasting options tracked by GetApp.

My pick: If you have a small sales team and don't already have a CRM, I'd start with Goals.com for the simplest quota/forecast experience, or HubSpot if you also need lead, contact, and deal management.

If you tell me (1) number of reps, (2) whether you already use a CRM, and (3) your approximate budget per month, I can narrow this to 2–3 options and compare them.

• Forecastio / Simple Sheets — Lightweight template-based options if you just need a clean Google Sheets or Excel framework to track pipeline stages and probability-weighted revenue without bloat.
• HubSpot CRM (Free/Starter) — Excellent for visualizing your pipeline via a drag-and-drop board, tracking deals by stage, and setting basic team quotas and forecasting views without enterprise complexity.
• Pipedrive — Purpose-built for sales pipelines, making it super straightforward to forecast expected revenue based on close dates and deal stages while monitoring individual or team quotas.
• Close — Designed for speed and simplicity, offering intuitive pipeline views and built-in activity tracking so you can see at a glance whether you are on pace to hit your numbers.
• Notion / Airtable Templates — Highly customizable if you prefer a bespoke database approach where you can build your own simple rollups for quota attainment and monthly forecasting.

To help narrow down the best fit, tell me:

• Are you using an existing CRM (like Google Sheets, Excel, HubSpot, etc.) that you want to integrate with?
• Is this forecast for just you or a whole sales team?

If you want something simple (rather than a full enterprise forecasting system), I’d look at these options:

A simple setup I’d recommend for most teams:

1. Deal pipeline table

   • Deal name
   • Owner
   • Amount
   • Expected close date
   • Stage
   • Probability

2. Forecast views

   • Commit forecast = deals you expect to close
   • Best case = commit + upside deals
   • Pipeline = all open opportunities

3. Quota dashboard

   • Quarterly quota
   • Closed won
   • % to quota
   • Forecasted finish
   • Gap to target

If you have fewer than ~10 reps, a well-built Google Sheet can work very well. If you already use a CRM, I’d avoid creating a second tracking system and add forecasting on top of your existing pipeline instead. Tools focused specifically on quota attainment can also sit above CRM data to show pacing and risk.

If you tell me your team size, CRM (if any), and whether you need rep-level quotas or just a company revenue forecast, I can narrow it down.