SaaS Financial Model - with 3 Pricing Tiers (Monthly & Annual Billing) Excel Template

SALE! SaaS Financial Model 3 Pricing Tiers (Monthly & Annual Billing) to back-up your business plan.



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And here is the model:

After the great popularity of the Simple SaaS Financial model, I’ve decided to create an enhanced version of the SaaS financial model with 3 offerings and the ability to plan the contract length (monthly & annual) of each offering.

You may find the Simple SaaS Financial model via this link

This SaaS financial model template in Excel provides you with a comprehensive plan for an early-stage SaaS startup and allows you to build your own SaaS financial forecast.

Inside of the SaaS financial plan, you will find step-by-step instructions with links to input tabs so that you can create your first forecast with ease.

I attempted to make the SaaS financial model extremely flexible so it can be adapted to numerous types of SaaS businesses.

Creating a long-term financial forecast is a time-expensive effort! Don’t reinvent the wheel!

Save your valuable time and considerable effort and use best practice financial models.

What’s inside the model? Who is this for? Who can benefit from the model?

A company that markets a SaaS solution via its website, gets most of its site visitors through online or offline marketing, and then visitors convert through 3 tiered conversions.

From visitors to sales opportunities, from sales opportunities to engaged sales opportunities and finally from engaged sales opportunities to deals.

In this way, sales funnel moves visitors to the new paying customers using conversion rates by tier.

Thus, in this SaaS model, the key drivers of are:

- marketing budget

- customer acquisition costs,

- conversion rate,

- regular price, and

- churn rate…..

The spreadsheet is largely self-explanatory but pop-up comments have been added to input cells to help you better understand the model inputs. These can be accessed by selecting the interested cell.

This model is constantly improved and updated with more metrics, charts, and features.

SaaS Financial Model with 3 offerings (Monthly & Annual Billing) template contains the following:

- 3 (three) pricing tiers

- monthly contracts

- annual contracts

- Solid headcount planning

- Visibility into “MRR movements”

- Cash-flow planning

- SaaS Metrics and KPIs

- Other Charts

SaaS Financial Model with 3 offerings (Monthly & Annual Billing) template calculates SaaS Metrics to rely on:

- new customers vs. lost customers (churn);

- total number of active users;

- new trials and trial-to-paid leads generated;

- churn rate (how many users unsubscribe each month);

- MRR (monthly recurring revenue discussed above);

- average lifetime revenue.

- Based on these metrics, the SaaS financial model predicts how your business should operate within a forecasted time period.

Extra features you should know about:

- this SaaS startup financial model includes all needed details for you to understand your customer movement dynamics;

- you can manage the price of offerings and % churn from year to year;

- SaaS Financial Model does provide you with customer acquisition cost assumptions - which is essential.

• About us

Do you need a cash flow projection for your business? Or are you looking for an ideal template to prepare your cash flow statement? Whether you are an intending business owner or you have started your business, we are here to simplify your financial recording.

Welcome to Finmodelslab.

• Who we are

We are a financial modelling company set up for small and large business owners. We specialize in financial modelling and dashboards. Our model comes in varying style. Most times we create a customized projection to meet the specific needs of our customers business.

Believe us when we say our financial designs are simply unique and efficient.

• Our Promise

Finmodelslab promises to make it easy for people to keep up with cash flow statements and cash flow projections with its efficient and simple designs. Ultimately, we simplify your financial recording process.

With unique and creative designs, Finmodelslab promises to help every business owner to maximize their profit and keep good records of their cash flow. We also provide step by step guide on how to use any templates purchased from us.

Let’s help you take your business to a new height of profitability

• Who We Serve

Cash flow projection helps one to preempt potential business shortfalls. Therefore, we are here to provide cash flow dashboards to help you keep track of your business. Take a look at our financial models and dashboards collection, and you would be convinced about our quality.

Welcome once again to your unique financial model store. Welcome to Finmodelslab!

- Henry Sheykin

This Best Practice includes
1 SaaS Financial model with 3 offerings (Monthly & Annual Billing) Excel template with "how to" guide inside

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Further information

The purpose of the SaaS Financial model with 3 offerings (Monthly & Annual Billing) Excel Template is to provide the user with a useful tool to craft an effective strategy for SaaS business development.

The main purposes of the SaaS Financial Model Excel Template:

- to forecast new customers acquisition and future behavior

- to track the main SaaS performance indicators - CAC, MRR, ARPU, LTV, MAGIC NUMBER etc;

- to track the main business performance indicators - EBIT, EBITDA, CASH BALANCE, BURN RATE, PRODUCTIVITY etc;

- to calculate expenses on salaries and wages of office workers;

- to calculate expenses on equipment, suppliers, management, education, and advertising;

- to estimate costs of debt and time needed to loan back;

- to build a CapTable with founders, angel and seed rounds and options;

- to calculate a number of visitors using marketing budgets and Cost Per Visit;

- to calculate a number of deals using two-tiered conversion;

- to allocate deals thru the monthly & annual contracts;

- to estimate prices for a monthly & annual subscription;

- to craft an effective strategy for SaaS business development.

- to evaluate your SaaS startup with the DCF method;

It is a generic template so the user will need to tailor the expense assumptions and revenue inputs to their own needs


  • Rate this Downloadable Best Practice

    Write a review

  • Morten Brøbecher Thorndahl(last updated: 13/06/2020 07:37)
  • Victor Ward(last updated: 04/03/2019 21:28)
    A Great Tool
    Every business owner needs to go through the exercise of financial modeling. This tool helps to guide your thinking. The cells that need to be completed by the business owner are highlighted in yellow. Again, this forces the owner to think about what is needed for his/her business; that is, if I put "X" in, my output will be "Y."And, with those parameters, the owner is able to evaluate the health of the organization.Of course, the tool does more that just ask you to complete certain cells. It takes your input and runs all the calculations, and then it delivers results in easy to read charts, graphs, and spreadsheets.With these documents, you will have a more robust understanding and view of your business. These documents will also increase the likelihood of success if you are trying to raise financing.
  • Mohamed Hassan333(last updated: 16/02/2019 22:32)
  • Paul Whitley(last updated: 11/02/2019 11:48)
  • Emmanuel Akinola(last updated: 08/02/2019 05:40)
  • Maximilian Groh(last updated: 06/02/2019 10:18)
    Well done! Recommend it.
    I like this model, and it is almost useful for me. If you could add one point in the product pricing it would be amazing:pricing should include monthly fee and transaction fee %.
  • Валя Тищенко(last updated: 30/01/2019 19:18)


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