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

HubSpot Sales Hub is the best simple, all-in-one tool for building visual sales forecasts and tracking real-time quota attainment.

If you want a lightweight or free alternative to a heavy CRM, dedicated options range from simple spreadsheet frameworks to dedicated growth tools.

Top Simple Tools for Forecasting and Quota Tracking

• HubSpot Sales Hub : Best for automated pipeline forecasting. It pulls active deals directly from your pipeline, applies stage probabilities, and visualizes individual or team progress against set quotas.
• Google Sheets / Microsoft Excel : Best for total simplicity and zero software cost. You can build or download a simple template featuring columns for deal names, expected close dates, pipeline stages, probability weights, and a top-line summary comparing total weighted forecast vs. monthly/quarterly quota.
• Attio : Best modern, flexible CRM. It offers custom views, highly adaptable pipeline objects, and a clean interface that makes tracking deals and projected revenue straightforward without enterprise bloat.
• Pipedrive : Best visual pipeline manager. It focuses purely on sales workflows, making it very easy to drag and drop deals, set individual quotas, and check expected revenue by month at a glance.

Key Features to Look For

• Weighted Pipeline Calculation : Automatically multiplies deal values by the percentage probability of closing based on its stage.
• Quota Tracking Dashboards : Visual progress bars or percentage-to-goal metrics updating in real-time as deals close.
• Time-Based Grouping : The ability to slice forecasts by month, quarter, or year.

If you tell me how many people are on your sales team and whether you already use a CRM , I can help you choose between a spreadsheet template or a software tool.

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

• HubSpot Sales Hub — probably the best all-around starting point. Its forecasting tool lets managers track progress toward monthly/quarterly goals, set forecastable revenue goals, and view pipeline-based forecasts.
• Pipedrive — a good choice if you want a lightweight CRM with forecasting built into the pipeline. It can compare forecasted revenue with actuals and track revenue goals against quota.
• Dear Lucy — worth considering if you already have a CRM and mainly want a clean quota/pacing dashboard. It connects to Salesforce, HubSpot, Dynamics, and Pipedrive and focuses specifically on goals, quotas, pacing, and forecast.
• Salesforce — very capable for quota attainment and forecasting, but I'd only choose it if you already use Salesforce or need a more sophisticated sales-ops setup. Its forecasting dashboard explicitly includes quota attainment, remaining quota, pipeline coverage, and forecast.

My pick

For a small or midsize sales team, I'd start with HubSpot if you also need CRM functionality, or Dear Lucy if you already have a CRM and just want a simple forecasting/quota layer.

If you tell me team size, current CRM (if any), and whether you need individual rep quotas or just a company-level forecast, I can narrow it down to 2–3 options and compare pricing/features.

Depending on how your team currently tracks deals, a "simple tool" can range from a flexible spreadsheet to an easy-to-use CRM.

1. Spreadsheet Templates (Best for absolute simplicity & $0 cost)

If you aren't using a heavy CRM yet or just want a clean offline dashboard, a customized spreadsheet is the fastest way to start.

• Google Sheets / Microsoft Excel Templates: Search your template gallery for "Sales Pipeline and Revenue Tracker" or "Sales Quota Tracker." They typically include columns for deal name, probability, expected close date, and value, automatically calculating your weighted forecast vs. your monthly/quarterly quota.
• Notion / Airtable Sales Trackers: Great if you prefer a visual, database-style board where you can drag deals across columns (e.g., Lead -> Proposal -> Closed-Won ) and roll up total expected revenue against a fixed target.

2. Lightweight & Visual CRMs (Best if you want automation without the bloat)

If spreadsheets feel too manual, these options offer clean, out-of-the-box forecasting and quota metrics without enterprise complexity:

• Pipedrive: Highly visual, drag-and-drop pipeline management with built-in deal-based forecasting that lets you set goals and monitor progress instantly.
• Nutshell CRM: Known for being fast and straightforward for small teams, featuring clear real-time goal tracking and forecast reports.
• HubSpot Sales Hub: Offers simple, visual pipeline visibility with rep-submitted forecasts (Pipeline, Commit, Best Case) and clean team-level quota rollups.

To help narrow down the best fit, tell me:

• Are you currently tracking leads and deals in a spreadsheet or a CRM?
• Do you need to track quotas for individual reps or just a company-wide target?

If your priority is simple, I’d narrow it to these:

• Spreadsheet-first: A sales forecast/quota template in Excel or Google Sheets is probably the fastest start. For example, SheetAI’s free dashboard tracks bookings, quota, attainment, gap-to-target, and quarterly rollups.
• Simple dedicated app: Goals.com combines quota tracking, pipeline forecasting, and rep performance in one dashboard. It currently lists pricing at $59/user/month.
• CRM + forecasting: HubSpot Sales Hub is a better fit if you want the forecast tied directly to your deal pipeline rather than maintaining another spreadsheet. It supports forecast categories and progress toward targets.
• Lightweight CRM alternative: KudosCRM explicitly combines weighted pipeline forecasting with monthly/quarterly/annual quota attainment.

My pick: If you have a small team and mainly need “Where are we against quota, and where will we finish?”, start with a spreadsheet. If you need live deal-level forecasting and multiple reps updating it, move to a CRM-based tool.

If you tell me team size, current CRM (if any), and whether you want free/cheap or paid, I can recommend the simplest 2–3 options and compare them.

If you want simple rather than a heavyweight sales-ops platform, I’d shortlist these:

• hubspot.com — best overall for simplicity. Its pipeline tools are easy to use, and its forecasting lets managers see projected revenue, team performance, and progress toward goals. HubSpot also supports user/team-level sales goals and attainment reporting.
• pipedrive.com — best if you mainly want a clean sales pipeline. Its forecasting uses live pipeline data, compares forecast vs. actual revenue, and includes revenue-goal tracking against quota.
• salesforce.com — best for a larger/more complex sales organization. It has robust quota attainment and forecasting, but I'd consider it overkill if "simple" is your priority.
• apps.apple.com — best if you don't need a full CRM. It's focused specifically on quota pacing, remaining quota, daily/weekly targets, and forecasting.

My pick: Start with HubSpot if you need both pipeline + forecast + quota tracking. If you already have a CRM and just need a lightweight quota dashboard, I'd look at QuotaTracker instead.

If you tell me team size, CRM you use today, and whether you want free/cheap, I can narrow this down to 2–3 options.

You can use QuotaPath as a simple and lightweight tool to track sales forecasts and quota attainment without heavy setup.

Simple Tools for Sales Forecasting and Quota Tracking

• QuotaPath : Best for connecting commission plans, tracking quota attainment, and viewing team progress in real time without complex software.
• HubSpot Sales Hub : Best for an all-in-one CRM that automatically pulls deals into a visual forecasting dashboard and tracks progress against individual or team quotas.
• Google Sheets / Microsoft Excel : Best for total customization using free templates to input monthly pipeline stages, calculate projected revenue, and plot actual sales against set quotas.
• Pipedrive : Best for a visual, pipeline-driven sales tracker that lets you forecast expected revenue based on deal probabilities and stages.

If you want, tell me:

• Do you already use a CRM like HubSpot or Salesforce?
• Do you prefer a spreadsheet template or dedicated software?

I can give you a direct setup guide or recommend the best fit for your team size.

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?