A Web/Mob App Template with Monthly Recurring Revenue to back-up your SaaS business plan.


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Check the video below:

And here is the model:

I’ve created a Free Trial option to the enhanced version of the SaaS financial model with 3 offerings and the ability to plan the contract length (monthly & annual) of each offering.

* You may find SaaS model with 3 offerings here:

This SaaS business model template in Excel provides you with a comprehensive plan for an early-stage SaaS startups with Free Trial option and allows you to build your own SaaS finance forecast.

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

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

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 converts to Free Trials and Paid subscribers.

From visitors to sales opportunities, from sales opportunities to Free Trials and Paid users and finally from Free Trials to Paid subscribers.

Thus, in this SaaS model, the key drivers of are:

- marketing budget
- customer acquisition costs,
- conversion rates to freetrials and paid,
- 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.

Free Trial SaaS Business Model with 3 offerings (Monthly & Annual Billing) template contains the following:

- Free Trial option

- 3 (three) pricing tiers

- monthly contracts

- annual contracts

- Solid headcount planning

- Visibility into “MRR movements”

- Cash-flow planning

- SaaS Metrics and KPIs

- Other Charts

SaaS Business Model with 3 offerings (Monthly & Annual Billing) 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 model predicts how your business should operate within a forecasted time period.

Extra features you should know about:

- this SaaS model includes all needed details for you to understand your customer movement dynamics;

- you can manage the price of offerings and % churn from year to year;

- SaaS 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 Free Trial Web/Mob App Business Model Excel Template with Monthly Recurring Revenue with "how to" guide inside

Acquire business license for $99.00

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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


  • Rate this Downloadable Tool

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  • LeonM(last updated: 21/01/2020 16:21)
  • Omer Erdogan796(last updated: 28/05/2019 08:04)
  • Mitchell Posner558(last updated: 20/05/2019 11:53)
  • Navneet Agarwal(last updated: 01/03/2019 10:49)
  • Gaurav Sandhya(last updated: 27/02/2019 05:55)
  • Lyle De Groot(last updated: 26/02/2019 21:24)
    Awesome model!
    Awesome model!
  • Roderick McKinley, CFA(last updated: 24/02/2019 19:14)
    Clear & comprehensive
    Clean layout; consistent formatting; good visuals.Calculations present for comprehensive analysis on company operations, financing, and valuation.
  • Stephen Wachira(last updated: 21/02/2019 19:36)
  • Alexandr Gural(last updated: 21/02/2019 15:33)


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Discussion feed for SAAS FINANCIAL MODEL For FREETRIAL BUSINESS MODEL (Web/Mobile Applications) - SALE - 30% DISCOUNT

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

  • Lewis yf
    Hi, I would like to have trial. Let me know how to do it.
    arrow_drop_uparrow_drop_downReply reply
    • Henry Sheykin
      Hello, Lewis. This is the financial model for SaaS businesses with Free Trial option. You may use a 30% discount to purchase.
      arrow_drop_uparrow_drop_downReply reply
    • Deepak Suvarna513
      Hi Henry
      Can we download the complete thing in excel so that we can make changes as per our requirement?
      arrow_drop_uparrow_drop_downReply reply
      • Henry Sheykin
        Sure. The template can be changed to your needs
        arrow_drop_uparrow_drop_downReply reply

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