SaaS Application Freetrial Financial Model Template
Originally published: 01/02/2019 12:58
Last version published: 05/01/2021 09:17
Publication number: ELQ-16124-18
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SaaS Application Freetrial Financial Model Template

Check SaaS Application Freetrial Pro-forma Template. Enhance your pitches and impress potential investors

Model Highlights

A sophisticated 5 year saas application freetrial pro forma template excel needed, whatever size and stage of development your business is. Minimal previous financial planning experience and very basic knowledge of Excel is required: however, fully sufficient to get quick and reliable results.
SaaS Application Freetrial Financial Projection helps to estimate required startup costs. Unlocked - edit all - last updated in Sep 2020.

Model Overview

This well-tested, robust, and powerful saas application freetrial cash flow proforma template is your solid foundation to plan a saas application freetrial business model. Experienced Excel users are free to adjust all sheets as needed, to handle specific business requirements, or to get into greater detail.


Confidence in the future
Using our financial model, you can effectively plan, prevent risks, manage stocks and Cash Flow Statement Proforma and foresee your prospects for the next 5 years.

Save Time and Money
SaaS Application Freetrial Financial Projection Template Excel allows you to start planning with minimum fuss and maximum of help. No writing formulas, no formatting, no programming, no charting, and no expensive external consultants. Plan the growth of your business instead of fiddling around with expensive techy things.

Prove You Can Pay Back the Loan You Requested
When you apply for a business loan, bankers will study your Cashflow Forecast in an attempt to answer this question: Can this business pay back the loan? Requesting a loan without showing your Startup Cash Flow Projection for paying it back is a common way to land in the rejection pile. It is exceptionally accurate if your current cash flow won't cover all of your monthly operating expenses — plus your loan payment. Don't fall into this kind of situation. Use Startup Cash Flow Projection to strengthen your case by showing the banker exactly how you plan to use the loan and when you will start repaying the debt. This type of forecasting helps you create a road map that can impress a lender with the confidence they need to approve your loan.

Build your plan and pitch for funding
Impress bankers and investors with a proven, strategic SaaS Application Freetrial Pro Forma Template that impresses every time.

Easy to follow
Clear and transparent SaaS Application Freetrial Financial Model Excel structure (15+ separate tabs, each focusing on a specific planning category, colour coded => input, calculation and report sheets).

Manage surplus cash
Most companies don't have excess cash in the bank. It is a well-known situation. But managing surplus cash for reinvestment in new market opportunities, or debt repayments can be essential to keeping stay in the business. Managers are entirely ready to plan for what to do with the cash surplus if they have the forecast of when and where the business will have surplus cash in the bank account. Cashflow Forecast will provide supplementary guidance on what to do with a cash surplus.


Operational KPIs
Financial graphs and charts in this SaaS Application Freetrial Financial Model Excel help the stakeholders visually track liquidity, budgets, expenses, cash flow, and many other company financial metrics. These graphs will also help a company's management avoid problems by reflecting its financial data in real-time, with a comprehensive financial information overview.

These operational performance graphs will help the business owners and financial managers ensure the best possible performance and financial health of their company because regular financial analytics procedures and the highest quality of financial data are the company's top priorities.
Our financial graphs will also help the company's financial specialists raise financial issues at the general meetings and deliver understandable financial information to other departments and external stakeholders.

The financial benchmarking study tab in this Cash Flow Format In Excel will help the companies assess their key performance indicators and compare them with other companies' KPIs.

The term 'benchmarking' means the process of comparing the business, financial or other metrics of your company to that of other firms within the same industry. It is essential to use other businesses' best practices in the same industry as a 'benchmark' to improve your own company's standards.
As a result of the benchmarking study, companies can learn how to operate in a certain industry more efficiently. This benefit makes the financial benchmarking study an essential planning tool for start-ups.

All in One Place
Get a sophisticated but easy-to-use Financial Model Excel that is fully expandable. Our robust and powerful SaaS Application Freetrial Financial Projection Template Excel will be your roadmap for many different business models. If you have financial experience, you can expand and tailor all sheets as desired.

Sources and Uses
The sources and uses of funds template shows how the company manages its funds. It shows the primary funding sources to which the company has access. It also shows the company's spendings. The sources and uses statement is critical for start-ups.

Financial Statements
With our Pro Forma Budget, you can easily create an pro forma income statement for startup, a Balance Sheet, and a cash flow projection for your company. You can choose these statements' format and make any financial statement with a monthly or annual breakdown, or for five years.

Top Expenses
This SaaS Application Freetrial 3 Way Forecast Model has a Top expenses tab that displays your company's four most significant expense categories and the rest of the expenses as the 'other'.

With our pre-built valuation template in the SaaS Application Freetrial Cashflow Projection, you will receive all the data your investors might need.
The weighted average cost of capital (WACC) will show your stakeholders the minimum return on enterprise funds invested in its activities capital. Free cash flow valuation will show a cash flow available to all investors, including shareholders and creditors. Discounted cash flow will reflect the value of future cash flows in relation to the current time.


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

- Henry Sheykin

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Further information

The purpose of the SaaS Business model with Free Trial option and 3 offerings (Monthly & Annual Billing) 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 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 & annual contracts;
- to estimate prices for a monthly & annual 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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