SaaS Actuals Opt-In Financial Model Excel Template

Five-year financial model template in Excel for SaaS Actuals Opt-In with prebuilt three statements — consolidated Profit And Loss Pro Forma, balance sheet, and Projected Cash Flow Statement Format.

Key financial charts, summaries, metrics, and funding forecasts built-in. Created with the mind of the SaaS Actuals Opt-In business. SaaS Actuals Opt-In 3 Way Financial Model Template used to evaluate startup ideas, plan startup pre-launch expenses, and get funded by banks, angels, grants, and VC funds. Unlocked — edit all — last updated in Sep 2020.

Use a robust and proven SaaS Actuals Opt-In Cash Flow Proforma based on years of experience at an affordable price. This SaaS Actuals Opt-In Financial Projection Model template has a one-off payment and absolutely no hidden fees or monthly payments.

Our specialists have designed this SaaS business model template specifically for Software-as-a-Service companies and startups. This business plan contains all necessary financial reports, templates, and pre-built formulas to give you the full picture of your SaaS business’ finances.

This SaaS financial plan template envisages five-year financial forecasts that include monthly recurring revenue (MRR), customers lifetime value and churn rate calculator, as well as information about bookings and billings. It also has templates for the cost of sales (COS) calculations that were specially designed for subscription-revenue businesses.

With our COS templates will help you can insert up to three monthly subscription plans. Our SaaS business plan template has three primary financial statements inside, i.e., Profit and Loss Statement, Balance Sheet, and Cash flow statement. In addition to the financial statements, it has the spreadsheet with the key SaaS metrics, summaries, and valuations.

With our template, you will see that SaaS financial planning is easy! You can use our SaaS financial modeling template either in Excel or in Google Sheets.

SaaS business plan will help you to calculate the monthly recurring revenue (MRR), which will include the forecasted behavior of your customers. MRR is the critical metric of any SaaS business, and with our model, you will see how to manage it effectively without efforts.

Why do you need our SaaS financial model with three subscription plans? — With our templates for the forecasts, you will know your customers’ behavior and its impact on the recurring revenue. — You will be able to test multiple SaaS pricing models quickly. — You will know your customers’ lifetime value and compare it with the costs. Our SaaS financial model template will prepare you: — To meet the investors.

You will impress them with your in-depth knowledge of your company finances. — To develop the business strategy of your SaaS startup.

Our SaaS template will show you the main revenue streams, as well as expenses, and you can manage them according to your needs. — To support your business decisions with our five-year forecasts that include MRR calculations and pre-built financial statements.

You might also need to enhance your financial model with comprehensive SaaS Actuals Opt-In Business Plan Template . And if you would need to track your month to month business performance, please, follow this link too Financial Performance Dashboard Excel Template


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Get a robust, powerful financial model which is fully expandable

This well-tested, robust and powerful SaaS Actuals Opt-In Financial Model is your solid foundation to plan SaaS Actuals Opt-In business model. Advanced users are free to expand and tailor all sheets as desired, to handle specific requirements or to get into greater detail.

Adoption Curve

Define the time in months of the Free Trial period as well as the conversion rate from freemium users to paid customers with 12 months period by months.

Annual Subscription Discounts opt-in

Discounts for the long term contracts: If you offer price cuts for annual subscriptions, you can add the discount, and the model will do the rest.

All necessary reports

When creating a SaaS Actuals Opt-In Financial Projection Excel, you will not need to independently prepare financial reports and study the requirements for them. Our Excel template contains all the necessary reports and calculations that correspond with the lenders demand.

Build your plan and pitch for funding

Impress bankers and investors with a proven, solid SaaS Actuals Opt-In financial model that impresses every time.

Avoid Cash Flow Shortfalls

Unexpected Cashflow Forecast shortfalls can cause significant damage to your business, and it may take months to recover. Negative Cash Flow can appear if you don’t continuously track the incoming cash and outgoing of your business. Fortunately, you can solve Projected Cash Flow Statement shortfalls with a bit of effort.

Forecasting your Projected Cash Flow Statement will help you identify — and plan for — market fluctuations, sales seasonality, and other cases that can lead to unpredictable Cash Flow Forecast.

Cash Flow Statement For 5 Years can even help you visualize Cash Flow Statement By Month trends with the help of automatically generated charts and graphs.

Detailed financial modeling

SaaS business model pays particular detail to customer retention cohort analysis. It is an essential part of the SaaS business that challenges business owners. With our business model template, you will find these calculations easy and straightforward.

All-in-one dashboard with graphical visualization

Our SaaS business template has a convenient dashboard that combines all crucial information from the other spreadsheets. The dashboard has charts and graphics that will help you to see the full picture.


Top Expenses

It is significant for a start-up and existing organization to screen, plan, and deal with its costs and expenses to keep a decent profitability level. For this reason, it is important to dissect the greatest expenses and consistently deal with their enhancement.

In our Five Year Financial Projection Template we have made a Top cost report that assists clients with this errand. It sums up the four greatest cost classes and the remainder of the expenses as the ‘other’, so the clients can undoubtedly screen these expenses and track the propensities identified with their expansion or diminishing from year to year.


With our pre-collected valuation template in the SaaS Actuals Opt-In 3 Way Forecast Excel Template, you will get all the information your investors may require. The weighted average cost of capital (WACC) will show your accomplices the base return on huge business accounts put assets into its activities capital.

Free cash stream valuation will show a cash stream open to all investors, including investors and advance managers. Discounted cash stream will reflect the value of future cash streams as per the current time.

Profitability KPIs

Earnings growth. The SaaS Actuals Opt-In Financial Model In Excel has many financial metrics, including the earning growth and growth of net income. Starting the company, we want to see its growth, and the Projected P&L Statement is the best way to monitor such development and to be sure that the company is developing in the right way. In particular, we can monitor sales and revenue growth reflected in the earnings growth.

Burn and Runway

Our SaaS Actuals Opt-In P&L Projection normally makes cash runway and cash devour examination reliant on the foreseen revenues and costs that, in their turn, show in general deficiency, net profit, cash close by, and overwhelm Breakeven Analysis.

You can similarly figure funding necessities using a lot of limits around funding (e.g., esteem, commitment, gives) and foreseen that runway should raise (for example, eighteen months of decided expenses).

Break Even

Break-even is a situation where the company covers all its costs with the revenue earned. In other words, this is a point in time when the company is neither making money nor losing money.

Break Even Point Excel is a useful instrument in studying the relation between the variable cost, fixed cost, and the company’s revenue earned under these circumstances. Usually, companies with low fixed cost levels have a low Break Even Excel.

Financial Statements

Projected Cashflow Statement. The Cash Flow Statement is a core element of the three-statement Financial Projection Model Excel. In the Cash Flow Statement, you input and analyze operating, investing, and financing cash flows.

This financial statement is a reconciliation of changes in the Balance Sheet on a year-to-year basis. Each item of the Statement of Cash Flows is also represented on the other spreadsheets of the model, and the Balance Sheet cannot balance without the correct Startup Cash Flow Statement.



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