Recurring Revenue SaaS Model 3 Offerings & Actuals Highlights
Five-year monthly recurring revenue SaaS model Excel template to forecast monthly recurring revenue, ltv calculator, churn, bookings, billings, recurring revenue, and cost of sales for subscription-revenue businesses with up to three monthly subscription plans. Prebuilt three financial statements — income statement, balance sheet, and cash flow statement — and key SaaS metrics spreadsheet, SaaS model, summaries, and valuation forecasts. Unlocked — use in Excel or Google Sheets.
Monthly recurring revenue SaaS model template for SaaS business plan that helps to calculate the SaaS recurring revenue model based on the future behavior of existing customers as well as newly acquired customers. The model provides calculations of monthly recurring revenue and expenses, salaries and wages, debt and captable and more.
- Designed for flexibility in SaaS model planning.
- Developed informative reports of the income statement and cash flow statement.
- Functional dashboard as well as built-in break-even, financial summary and SaaS valuation reports.
- Switch output currency, churn and upgrade/downgrade features with immediate operations results included.
- Creates top revenue and expenses summaries, financial charts and SaaS metrics reports open for editing, saving in PDF, printing and use in presentations.
Made for investors, founders, managers — CEO, CFO, COO, VP of Finance — or financial consultants and advisors that want to calculate exact revenue and expenses forecasts for subscription-revenue startup businesses, enhance SaaS business plan with the SaaS financial model.
Easy to use
Explicit and thorough tables and charts tested by experienced businessmen and designed for various periods and SaaS business sizes.
Unlocked for editing. Detailed formatting and color scheme instructions given. Used in Microsoft Excel or Google Sheets. Add and calculate your own figures.
All day available personal support: online and on the phone services along with an instruction video for comfortable use. Built by professional financial modelers and businessmen.
“Finmodelslab team did a great job building a quite complex, but easy to use, SaaS Business Model for one of our USA based SaaS companies. Generally speaking, I recommend Finmodelslab highly.”
of this model type from 2017 to today.
97% of users
say Finmodelslab models will help them accomplish their goals.
2 hours or less
is how long it takes to build a complete model, on average.
Why do you need a SaaS recurring model with 3 Offerings and Actuals?
- You can’t ignore existing customers’ behavior! SaaS template forecast existing customers behavior and future monthly recurring revenues.
- Price flexibility has an impact on profitability. Test it! With help of SaaS model, you will be able to test multiple SaaS pricing models in a manner of seconds and check core financial.
- You have to know your LTV! With help of LTV calculator, you will estimate customer Lifetime Value and compare it with the average cost of customer acquisition.
With help of SaaS model powered with SaaS Metrics, you’ll be ready:
- To pitch and impress investors with realistic SaaS business plan enhanced with solid SaaS financial model. That is a significant step in communicating with investors.
- To fine-tune your strategy. With ready to use SaaS template, you will “play” with revenue and expenses assumptions to build a comprehensive strategy of your SaaS business.
- To make the right decisions based on Five-year SaaS financial model with correct monthly recurring revenue calculations and prebuilt three financial statements.
SaaS Financial Model Template:
Core SaaS Features And Metrics
from SaaS revenue model to SaaS financials
In particular, it focuses on such critically important aspects as the following:
That is the most essential metrics regarding the overall financial performance of your business. SaaS financial model predicts how your business should operate within a forecasted time period.
Reports gives you important information you can use to make business decisions and present them in the form of tables, graphs and charts. This model gives data for investors, creditors to evaluate a company’s financial performance.
SAAS DASHBOARD WITH CORE SAAS METRICS
This tab is a snapshot of your business’ financial viability at a particular point of time. On the dashboard, you can see your core SaaS metrics, active customers breakdown per year, cash flow data, profitability forecasts, and cumulative cash flow.
SAAS METRICS AND OPERATIONAL GRAPHS
Operational metrics, that used in business processes help to track the performance of a company. Business can grow the operational efficiency and decrease costs if you set valuable indicators.
This tab provides financial analysis of your business. These metrics show you monthly financial data divided into the: EBIT data, EBITDA data, operating cash flow etc. for 5 years and 24 months respectively.
SAAS FINANCIAL SUMMARY: INCOME STATEMENT, CASH FLOW AND BALANCE SHEET
This tab provides an in-depth analysis of the overall financial state of your company.
SAAS MODEL TOP REVENUE AND TOP EXPENSES REPORTS
This tab shows off the financial information regarding each of your offerings. In particular, the model demonstrates annual data on your expenses, including even revenue depth and revenue bridge.
This tab demonstrates your annual expenses, both total and those grouped by category. In fact, this business financial model template provides the overview of annual expenses on customer acquisition, COSS placeholders, wages & salaries, fixed and variable expenses, and all other expenses.
SAAS VALUATION AND BREAK EVEN LEVEL REPORT
The breakeven analysis helps to find the profit point in business — determine revenue needed to cover total costs (fixed and variable costs).
The Cash Burn Ratio calculates the time left to a complete cash burn.
SAAS NEW CUSTOMER ACQUISITION AND SEASONALITY INPUTS
This tab consists of key inputs and outputs for you to create assumptions, check them, and develop different financial scenarios at no time.
Here at this tab, you may spread the marketing budget across the 12 months. Entered allocation will be applied to all of 5 years in the model. Enter no more than 100% in total. You have a check feature to the right of seasonality inputs.
SAAS MONTHLY RECURRING REVENUE PRICING MODEL & BILLING INPUTS
The subscription pricing covers one contract length: monthly. This means all your subscribers will be billed once a month. Using Upsells you can increase the regular price for $$$ applied to some % of your customers.
SAAS CHURN & UPGRADE
Considering changes in your clients’ base, startup financial model takes into account the following assumptions:
- churn rate
- upgrade from / to plan.
SAAS EXISTING CUSTOMERS HISTORICAL STAT
You may input the historical stats broken down by offerings. The model will interweave entered data to forecast behavior of old customers as well as new customers acquired.
SAAS EXPENSES AND WAGES INPUTS
The wages tab allows to easily calculate salaries for staff categories, to have a staff plan and to evaluate wages expenses.
This tab is all about the expenses do not vary depending on sales or number of customers. ou can specify the name of a certain expense, a sum of money, and the frequency for the sum to be charged
This tab helps to calculate the costs, that increase or decrease depending on a company’s production volume.
SAAS MONTHLY RECURRING REVENUE MODEL CAPEX INPUTS
Capital costs or investments are the business development expenditures (i.e. equipment etc.) that are to be amortized.
SAAS MONTHLY RECURRING REVENUE MODEL DEBT AND CAPITAL INPUTS
This Saas Recurring Revenue Model Assumptions are used to determine the cost of capital. Capital Assumptions enables you to work with asset information of your startup and Debt Assumptions is a form of debt refinancing