SaaS Financial Model Made Simple 3 Pricing Tiers + Actuals Tracker Opt-in

SaaS Financial Model 3 Tiers + Actuals Tracker Opt-in allows making a financial projection in 90 min.


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And here is the model:

This SaaS business model template in Excel provides you with a comprehensive plan for early-stage SaaS startups and allows you to build your own SaaS monthly recurring revenue financial forecast.

After the great popularity of the SaaS recurring revenue model with a single pricing tier

I’ve decided to create an enhanced version of the SaaS model with 3 pricing tiers and the ability to incorporate existing customers behavior into the model.

I made SaaS model extremely flexible so it can be adapted to numerous types of SaaS recurring revenue businesses who market a SaaS solution via its website, gets most of its site visitors through online or offline marketing.

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

Creating long-term SaaS financial model is a time-expensive effort!

Don’t reinvent the wheel! Save your valuable time and considerable effort and use best practice SaaS financial models.

Why do you need a SaaS financial model with 3 Pricing Tiers and Actuals opt-in?

- You can’t ignore existing customers' behavior! SaaS model forecast existing customers behavior and future monthly recurring revenues.

- Save your time and efforts! This is ready to use SaaS model, where you need to input your assumptions about revenue and expenses to build a comprehensive forecast of your SaaS business.

- Price flexibility has an impact on profitability. Test it! With help of SaaS model, you will be able to test multiple SaaS pricing models in a manner of seconds and check core financials.

- You have to know your LTV! With help of LTV calculator, you will estimate customer Lifetime Value and compare it with the average cost of customer acquisition.

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 template contains the following:

- 3 (three) pricing tiers

- monthly contracts

- existing customer’s inputs by 3 plans

- Solid headcount planning

- Visibility into “MRR movements”

- Cash-flow planning

- SaaS Metrics and KPIs

- Other Charts

SaaS financial model 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 customers 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 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)
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