Real Estate – Sales Forecast

What is a Real Estate Sales Forecast Model? Sales Forecast Models are considered planning tools and are used by budgeting managers to collect sales drivers that generate forecasts. Some of the main functionality in this type of input form is that it uses drivers to automatically calculate the forecast (or budget) in the months seen across the columns. These driver inputs include: Available units, Property average area, Average price per square meter (or square foot), Monthly average speed (unit sales), and Beginning month (of sales). In the example below the form uses a configuration that lists real estate projects down the rows. You find an example of this type of input form below.

Purpose of Real Estate Sales Forecast Models Real Estate companies use Sales Forecast Models to enable users to quickly and securely enter and update sales figures so the company has the best possible unit inventory and revenue estimate. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its strategies related to financing and real estate projects, and it can reduce the chances that managers makes uninformed decisions that ultimately can effect revenues and profitability.

Who Uses This Type of Input form? The typical users of this type of input form are: CFOs, project planners, regional sales managers, budget managers and agents. Other Reports Often Used in Conjunction with Real Estate Sales Forecast Models Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Real Estate Sales Forecast Models, along with sales reports, sales dashboards, real estate inventory reports, financial statements, annual budget models, corporate forecasts and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for real estate finance teams and aligned with Solver's xFP&A platform, this Solver planning template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Real Estate – Sales Forecast in Solver? The Real Estate – Sales Forecast is a pre-built xFP&A planning template in Solver designed for real estate organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for real estate finance workflows.

Who uses this Solver planning template? This template is primarily used by CFOs, asset managers, and real estate finance teams in real estate organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for real estate finance teams managing budgets, forecasts, and performance reviews.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. CRM and property management systems can also be connected to enrich sales pipeline and portfolio performance data. Once connected, the template updates in near real-time with no manual data entry required.

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