SaaS (Software as a Service) Business Pro Forma Excel Model Template
Originally published: 08/01/2019 14:09
Last version published: 26/04/2019 15:18
Publication number: ELQ-76153-2
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SaaS (Software as a Service) Business Pro Forma Excel Model Template

This is an extremely detailed Pro Forma Financial Model designed to help your SaaS Business.

The SaaS Business Pro Forma is an efficient and complete financial model.

This Excel template has fully actionable cells and functional formulas that do all of the hard work for you - allowing you to focus on running the business.

Used for financial planning and forecasting, the model has 15 actionable sheets.

The tabs included are:

- Inputs
- Hiring Plan
- Sales Plan
- P&L
- Cash Flow Statement
- Balance Sheet
- CAC (Customer Acquisition Cost) & CLV (Customer Lifetime Value)
- Sensitivity Analysis
- Valuation
- Cost of Capital
- Cap Table
- Capex
- Envolve Loan
- Use of Funds
- Graphs & Tables: The final tab, Graphs & Tables, provides multiple ways of presenting data in digestible formats. There are:
- 5-Year Financial Forecasts as bar graphs
- Yearwise Revenue Break-Up with trending bar charts
- Customer Acquisition Costs
- Offline and Online - presented as plotted graphs
- Yearwise Staffing Expenses bar charts; and
- Cash Flows and Cash Balance trending bar charts.

There are other useful charts included such as a visual staff hierarchy plan showing the SLT (Senior Leadership Team) and the Lean Startup Approach; and a Revenue Streams diagram showing the potential revenue opportunities.

In addition, there is a sensitivity analysis presented as a heatmap, making the positive COGS (Costs of Goods Sold), Gross Profit and Transactions easily identifiable.

This Best Practice includes
Excel Spreadsheet

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