3 Way SaaS Actuals Opt-In Financial Model

Get Your SaaS Actuals Opt-In Financial Model Template. Enhance your pitches and impress potential investors

Model Highlights

Creates 5-year saas actuals opt-in financial projection template, profit and loss projection, financial statements, and financial ratios in GAAP or IFRS formats on the fly.
SaaS Actuals Opt-In Financial Model Excel Spreadsheet helps you evaluate your startup idea and/or plan a startup costs. Unlocked - edit all - last updated in Sep 2020.

Model Overview

Simple-to-use yet sophisticated saas actuals opt-in finance projection tool. Whatever size and business development stage are, with minimal planning experience and very basic knowledge of Excel you can get complete and reliable results.


Convince investors and lenders
Enhance your pitches and impress potential financiers with a Budget Spreadsheet delivering the right information and expected financial and operational metrics. Facilitate your negotiations with investors for successful funding. Raise money more quickly and refocus on your core business.

We do the math
Excel Financial Model Template has all the required features ready with no formula writing, no formatting, no programming, no charting, and no expensive external consultants! Concentrate on the task of planning rather than programming.

Identify cash gaps and surpluses before they happen.
Forecasting your future cash balance helps you see well in advance when you may have a cash deficit that could hurt your business. Cash Flow Statement Projection will give you enough time to take action to prevent a crisis. It will enable you to access better loan rates or speed up incoming payment to bridge the gap. On the other side, if you know ahead of time that the large lump of cash will lay in your bank account within the next three months. In this case, you might need to explore options to reinvest it in your business to drive growth.

Integrated Model to convince Investors
3 Way Financial Model Template includes and connects everything (assumptions, calculations, outputs) and presents it in an investor-friendly, deal-proven way.

Get Investors to Notice
Most entrepreneurs can't get investors to return their calls. With the SaaS Actuals Opt-In Five Year Financial Projection Template, you will secure meetings with potential investors easily.

Print-ready Reports
Solid package of print-ready reports, including a p&l projection, cash flow statement projection, a balance sheet, and a complete set of financial ratios.


A benchmarking study as the element of the Pro Forma Template is usually used to evaluate a business's performance by focusing on one or more particular indicators and comparing them with similar indicators of other companies in the industry.
In respect of the financial benchmarking study, these indicators could be profit margins, cost margins, cost per unit, productivity margins, or others. Later the company's performance indicators should be compared to that of other companies within the same industry.

Benchmarking is a useful strategic management tool, which is essential for start-ups. Companies can evaluate any economic, business, or financial metric or process and compare them to the processes of 'best practice' companies within the same field or industry.

Financial Statements
The SaaS Actuals Opt-In Excel Financial Model has pre-built proformas for the balance sheet, the proforma income statement, and the cashflow forecast. These proformas allow users to create statements both on a monthly and annual basis.
Users can create detailed financial statements using the financial assumptions inputted in the Financial Projection Model.

The All-in-one dashboard in this SaaS Actuals Opt-In Cash Flow Proforma contains all core financial inputs and core start-up metrics critical for the companies' financial analysis. It reflects the financial data from a Balance Sheet, an p&l projection, and a cash flow pro forma. Moreover, users can obtain financial information in the form of graphs or charts.

Top Expenses
The Top expenses tab of the SaaS Actuals Opt-In Excel Financial Model Template reflects your company's annual expenses, both total and grouped by four categories.
This Financial Model provides an overview of annual expenses on customer acquisition, COSS placeholders, wages & salaries, fixed and variable expenses, and all other expenses.

Cash Flow KPIs
Cash balance. The cash balance shows the total amount of money in a financial account of the company. Any company needs to hold in reserve enough amount of cash to meet current obligations.

Cap Table
Financial Projection Model Excel consist of a Capitalization Table is one of the essential spreadsheets for start-ups. It reflects the company's overall ownership structure and depicts who owns what, how much possesses, and at what value. A capitalization table shows equity shares, preferred shares, options, and stakeholders' prices for such securities.

All in One Place
We created the fully modular Pro Forma Budget that separates the financial core: financial statements, operating costs, hiring plan, cap table, valuation, and actuals reporting. It contains growth forecasts and revenue projections, and you can easily change or delete any input or projection.

The Pro Forma Projection structure allows extending it by adding additional details or financial forecasting methods for specific business types. All cells and formulas are completely open and unlocked so that you can edit or change anything in the SaaS Actuals Opt-In Cash Flow Format In Excel.


Increase your productivity with Excel Templates. Plan future Cash Flow Statements to avoid Cash Flow shortfalls. Manage finance with Budgeting Spreadsheets.

- Henry Sheykin

This Best Practice includes
1 SaaS model 3 Pricing Tiers & Track Actuals opt-in Excel Template with "how to" instructions inside

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Further information

The purpose of the SaaS Model With 3 Pricing Tiers & Actuals 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 existing customers behavior for the next 5 years

- 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 contracts;

- to estimate prices for a monthly 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


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  • Atindra Ghosh(last updated: 05/02/2020 04:45)
  • Young Min Kim785(last updated: 09/11/2019 20:06)
  • Graham Kehily(last updated: 05/06/2019 09:11)
    Great timesaver for an investor presentation
    We used this to model a business seeking investment to scale up activities. It was straightforward to model different scenarios, taking into account the existing pipeline as well as future projections.
  • Stephen Wachira(last updated: 14/05/2019 09:05)
  • Ramzi Qasmieh(last updated: 10/03/2019 14:04)
  • Nikolas Strom(last updated: 04/03/2019 05:35)
  • Amir Ganic(last updated: 11/02/2019 19:37)

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