SaaS Financial Model (Basic Version)
Originally published: 29/09/2020 10:41
Last version published: 01/10/2020 12:20
Publication number: ELQ-14010-2
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SaaS Financial Model (Basic Version)

Financial model template for any SaaS / subscription model businesses (Basic version)

Description
This model template is for entrepreneurs or startup founders looking for a simplified financial model to create a sound financial plan with all the basic key assumptions and metrics specific to SaaS businesses.

Please note this model is not for startups looking for fundraising or established businesses looking for a comprehensive and dynamic model, for which we recommend to buy the Premium template instead at:
https://www.eloquens.com/tool/g27quDZ9/startups/financial-models/saas-financial-model-premium-version

The Basic SaaS Financial Model is a simplified financial model with a clear and user-friendly structure which makes it easy for you to adapt to your own business, and amend as you wish to make your own financial projections. Here is the detailed list of tabs I included within this model and the link between them:

1/ Settings
List key assumptions that flow through the model. This is your a simple tab where you can modify key inputs such as corporate tax rate, fiscal year end or first forecasted month without modifying any other tab. P&L, cash flow statement, balance sheet and metrics will automatically update accordingly in their respective tabs.

2/ Metrics
Exhaustive list of metrics their monthly and yearly evolution

3/ Operating Model
Main tab, this is the operating model i.e. the P&L, simplified cash flow statement and balance sheet. All the following tabs flow through this sheet.

4/ Marketing Funnel
This tab is the very start of the revenue build model. It calculates the number of new subscriptions from website traffic. The output (new customers) flows through the Revenue Model tab.

5/ Revenue Model
Follow up with Marketing Funnel tab, this is the most heavy tab of the model which calculates subscription revenues from new customers, and factors in upsell, downsell and churn for a total of 2 product packages. Output flows through the Operating Model and Deferred Revenue tabs.

6/ COGS & SG&A
This tab calculates all expenses related to the business, both COGS and SG&A, and their evolution based on a series of editable assumptions. Flows through the Operating Model.

7/ Hiring Plan
Detailed list of all FTEs per team (Management, Engineering, Sales, Marketing, etc.) and salary costs. Flows through the Operating Model.

Thank you!

Remi G.

This Best Practice includes
1 spreadsheet (xlsx. format), can be used for Excel or Google Sheets

Acquire business license for $39.00

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Further information

This model template is for entrepreneurs or startup founders looking for a simplified financial model to create a sound financial plan with all the basic key assumptions and metrics specific to SaaS businesses.

It is a model designed for early stage startups looking for a budgeting and financial projections template.

It is not for startups looking for fundraising or established businesses looking for a comprehensive and dynamic model, for which we recommend to buy the Premium template instead (available on Eloquens)

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