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Financial Modeling

Does anyone know of a good SaaS financial projection template for excel/apple numbers?

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Brandon Dols

Retail customer and employee experience leader

Here is a link to a basic model - http://monetizepros.com/tools/template-library/subscription-revenue-model-spreadsheet/

Depending on the purpose of the model you could get much much more elaborate or simpler. This base model will help you to understand size of the prize. But if you want to develop an end to end profitability model (Revenue, Gross Margin, Selling & General Administrative Costs, Taxes) I would suggest working with financial analyst. You biggest drivers (inputs) on a SaaS model will be CAC (Customer Acquisition Cost, Average Selling Price / Monthly Plan Cost, Customer Churn(How many people cancel their plans month to month), & Cost to serve If you can nail down them with solid backup data on your assumption that will make thing a lot simpler.

Let me know if you need any help. I spent 7 years at a Fortune 100 company as a Sr. Financial Analyst.

Answered over 9 years ago

William Cordes

Angel Investor & Strategic Adviser, Former Tech IB

I have ample experience valuing SaaS-based business models from my recent operational experience within a SaaS business and my previous experience in investment banking. Happy to provide more information, but a "good" projection model will require a strong (and well thought-out) operational build-up. The more details, the better.

Answered over 9 years ago

Chesley M.

I help CEOs launch start-ups and keep their Zen.

Looks like the other experts have links to SaaS financial templates. Once you have a chance to look these over and find one that you like, I can talk you through how to tailor it to your own business model - or how to use a financial model to inform your strategy.

Happy to talk you through this so set-up a quick call if you'd like.

Answered about 5 years ago

Joy Broto

🌎Harvard Certified Global Corporate Trainer🌍

Giving a good SaaS financial projection template is only possible if we understand the limitations of SaaS. These limitations are as follows:
1. Applications required fast response (milliseconds) are not appropriate. SaaS applications are slower as they hosted in the cloud
2. Customization is not easy due to the application architecture.
3. Integration to company sensitive applications/data is risky and can conflict with data governance regulations.
4. Changing SaaS vendors may be a difficult task especially if transferring exceptionally large data files over the Internet.
5. Adopting new software versions may mean unexpected training costs for the customer organizations and related user errors.
6. The user may lose access to their software and perhaps data, if a SaaS vendor were to go out of business.
7. Internet performance and reliability is still an issue in some countries or geo-regions.
8. Data security is always a consideration as data are being stored on the vendor’s servers.

Understanding the limitations here is a link that might be helpful for you: https://baremetrics.com/blog/saas-financial-model

Besides if you do have any questions give me a call: https://clarity.fm/joy-brotonath

Answered almost 4 years ago

Chad Barlowe

Digital marketing & growth expert

Here's a link to a fully-editable, easy-to-customize financial model built in Excel specifically for software and SaaS businesses: https://vip.graphics/shop/software-financial-model/?ref=clarity

Creating a financial model for your mobile app doesn’t have to be complicated or require any special software — this template is great for high-level financial planning & analysis (FP&A), and doubles as a complete three-statement model: automatically generating all annual financial statements (balance sheet, cash flow, and income statement). The core Assumptions sheet of this Excel financial model is pre-populated with industry benchmarks & done-for-you research. The entire model flows through to the first sheet: a Charts dashboard providing a visual overview of your SaaS/software business' financial performance.

If you’re looking for a flexible, intuitive & easily editable/extensible SaaS/software financial model for Excel &/or Google Sheets, check out the template above, or the blog & tutorial video here: https://vip.graphics/blog/how-to-create-a-saas-financial-model/?ref=clarity

Answered about 3 years ago

Adam Tzagournis

CEO @ FlowCog, SaaS financial modeling tool

2022 updated answer - Google Sheets SaaS financial model that's free and credible:

https://flowcog.com/free-saas-financial-model-template/?utm_source=clarity

As a CPA and someone who spends all his time in SaaS financial models, I built this one to help founders and finance folks understand their trajectory and have a credible model when speaking with investors/boards.

Happy to chat (for free, no strings attached) if you get stuck with it! You can reach out to me here, on LinkedIn, or on the FlowCog website.

Adam Tzagournis, CPA
Founder & CEO
FlowCog - A financial modeling tool just for SaaS co's
https://www.linkedin.com/in/adam-tzagournis-cpa/

Answered almost 2 years ago