SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
  • SaaS Financial Model Excel Template - 3 Offerings Version + Actuals
Originally published: 04/12/2018 13:29
Publication number: ELQ-99321-1
View all versions & Certificate
certified

SaaS Financial Model Excel Template - 3 Offerings Version + Actuals

SaaS financial plan for SaaS startups = 3 Products+Existing&New clients+Churn+SaaS Metrics+BreakEven+Dashboard+Valuation

financial modelingmonthly recurring revenuesaassaas business modelsaas business plansaas financesaas financial modelsaas modelsaas revenue modelsaas startupssaas templatesoftware as a service

Description
SaaS financial plan for SaaS startups =

3 Products + Existing Customers inputs and forecast + New clients forecast + Churn Rates + SaaS Metrics + Break Even + Burn Rate + Dashboard + Valuation

After the great popularity of the Simple SaaS Financial model, I’ve decided to create enhanced version of the SaaS financial model with 3 offerings and ability to incorporate existing customer’s behavior into the model.

This SaaS financial model template in Excel provides you with a comprehensive plan for an early-stage SaaS startup with or without existing customers and allows you to build your own SaaS financial forecast

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

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

Creating 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 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, 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.


https://finmodelslab.com/

• 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.com

• 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.com 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.com 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.com

- Henry Sheykin

This business tool includes
1 SaaS financial plan for SaaS startups Excel template with "how to" instructions inside

Acquire business license for $59.00

Add to cart

Add to bookmarks

Discuss

Further information

The purpose of the SaaS Financial Model 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 in 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

Reviews

  • No review yet!

keyboard_arrow_leftkeyboard_arrow_right

More tools from Henry Sheykin

keyboard_arrow_leftkeyboard_arrow_right

Any questions on SaaS Financial Model Excel Template - 3 Offerings Version + Actuals?

The user community and author are here to help. Go ahead!

please wait...