SaaS Freemium Business Model Excel

Saas Revenue Model Excel Template with flexible and detailed SaaS finance metrics for SaaS startups ready to pitch investors with SaaS business plan

SaaS Freemium Financial Model Excel Template

Freemium Business Model Highlights

Five-year Freemium Business Model Excel for SaaS startups to forecast monthly recurring revenue, churn, bookings, billings, and cost of sales for subscription-revenue businesses with up to three subscription plans. Prebuilt three financial statements — income statement, balance sheet, and cash flow statement — and key SaaS metrics spreadsheet, Saas Pricing Models, summaries, and valuation forecasts. Unlocked — use in Excel or Google Sheets.

https://gum.co/saas_freemium

Overview

Freemium Business Model for SaaS business plan that helps to calculate the Saas Pricing Models based on the future behavior of newly acquired customers powered with flexible SaaS pricing models. The model provides calculations of monthly recurring revenues and expenses, salaries and wages, debt and cap-table and more.

Key features

  • Designed for flexibility in Saas Pricing planning.
  • Developed informative reports of the SaaS finance and subscriber metrics.
  • Functional dashboard as well as built-in break-even, SaaS finance summary and SaaS valuation reports.
  • Switch output currency, churn and upgrade/downgrade features with immediate operations results included.
  • Creates core three financial statements as well as SaaS KPIs and SaaS metrics reports open for editing, saving in PDF, printing, and use in presentations.

Used by

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 Pricing Models.

Easy to use

Explicit and thorough tables and charts tested by experienced businessmen and designed for various periods and SaaS business sizes.

Edit anything

Unlocked for editing. Detailed formatting and color scheme instructions are given. Used in Microsoft Excel or Google Sheets. Add and calculate your own figures.

Personal support

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.

Why do you need a Freemium Business Model?

  1. Plan Freemium Business Model finance! Because if you don’t, you going to run out of cash and fail with a 50% chance. A good Saas Revenue Model will show your ability to understand and manage startup finance.
  2. Validate the viability of a SaaS business plan with best practice and industry-specific Saas Revenue Model subscription model. Make sure your idea financially sustainable.
  3. Raise debt and/or capital from finance guys with ease. Saas Pricing Models will help you prove that you are sharing common same concerns and looking at the same SaaS metrics.

With the help of the Freemium Business Model, you’ll be ready:

  1. To measure the impact of your strategical moves on your recurring revenue and cash flows. With SaaS Freemium Business Model, you will see where there is room for improvement.
  2. To set quantitative and financial goals for your newborn SaaS startup. Track your progress and SaaS finance metrics accurately with SaaS Revenue Model!
  3. To analyze and track down your expense structures and resources allocation as well as monthly recurring revenue streams from up to Saas Pricing plans.
https://gum.co/saas_freemium
https://gum.co/saas_freemium

Core Freemium Business Model Metrics And Features
from Saas Revenue Model to SaaS finance

In particular, it focuses on such critically important aspects as the following:

FREEMIUM BUSINESS MODEL FINANCE & OPERATIONAL METRICS

That is the most essential SaaS finance metrics regarding the overall financial performance of your business. Saas Revenue Model predicts how your business should operate within a forecasted time period.

Saas Pricing Models Financial Charts EBITDA EBIT
Saas Revenue Model SaaS Charts MRR Breakdown MRR Movement
Saas Revenue Model Financial Charts Revenue Breakdown, Cash Balance
Saas Business Model SaaS Charts New Visitors And New Customers, MRR Growth
Saas Business Model SaaS Charts Lifetime Value, Magic Number

Freemium Business Model Reports

Reports give you important information you can use to make business decisions and present information in the form of tables, graphs, and charts of the business. The Saas Pricing Models template gives data that investors and creditors use to evaluate financial performance.

FREEMIUM BUSINESS MODEL DASHBOARD WITH CORE SAAS FINANCE METRICS

SAAS REVENUE MODEL DASHBOARD GRAPHS

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 Freemium Business Model Dashboard

SAAS REVENUE MODEL FINANCIAL AND OPERATIONAL METRICS

SAAS REVENUE MODEL CUSTOMER CHARTS

Operational metrics, that used in business processes help to track the performance of a company. Business can grow operational efficiency and decrease costs if you set valuable indicators.

Saas Revenue Model Customer Charts Freemium Users and Customers Breakdown
Saas Pricing Model Customer Charts Customers

SAAS FINANCE METRICS

This tab provides a financial analysis of your business. These SaaS finance 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 Pricing Models Financial Charts EBITDA EBIT
Saas Revenue Model Financial Charts Revenue Breakdown, Cash Balance, Productivity KPIs
Freemium Business Model Financial Charts Revenue Breakdown and Monthly Costs
https://gum.co/saas_freemium

FREEMIUM BUSINESS MODEL SAAS KPIS

The most essential SAAS metrics. MRR breakdown, MRR movement, Lifetime, months, CAC, ARPU etc. This tab helps you to build more clear plans, effective strategy, to forecast your revenue and costs and other main indicators.

Saas Revenue Model SaaS Charts MRR Breakdown MRR Movement
Saas Business Model SaaS Charts Lifetime Value, Magic Number
Saas Business Model SaaS Charts New Visitors And New Customers, MRR Growth
Freemium Business Model Saas Charts

FREEMIUM BUSINESS MODEL FINANCIAL SUMMARY: INCOME STATEMENT, CASH FLOW, AND BALANCE SHEET

SAAS BUSINESS MODEL FINANCE SUMMARY & THREE STATEMENTS

This tab provides an in-depth analysis of the overall financial state of your company.

Freemium Business Model Income Statement Summary
Freemium Business Model Cash Flow Statement Summary
Freemium Business Model Balance Sheet Summary
Freemium Business Model Income Statement detailed
Freemium Business Model Cash Flow Statement detailed
Freemium Business Model Cash Flow Statement indirect detailed
Freemium Business Model Balance Sheet detailed
ownload SaaS Freemium Business Model Excel Template

SAAS BUSINESS MODEL TOP REVENUE AND TOP EXPENSES REPORTS

SAAS REVENUE MODEL TOP REVENUES

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.

Saas Revenue Model Top Revenue Summary
Saas Revenue Model Top Revenue Depth
Saas Revenue Model Top Revenue Bridge

SAAS PRICING MODELS TOP EXPENSES

This tab demonstrates your annual expenses, both total and those grouped by category. In fact, this Saas Revenue Model template provides an overview of annual expenses on customer acquisition, COSS placeholders, wages & salaries, fixed and variable expenses, and all other expenses.

Saas Pricing Models Top Expenses Summary
Saas Pricing Models Top Expenses Depth
Saas Pricing Models Top Expenses Bridge

SAAS PRICING MODELS VALUATION AND BREAK EVEN LEVEL REPORT

FREEMIUM BUSINESS MODEL BREAK-EVEN ANALYSIS & CASH BURN RATIO

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.

Freemium Business Model Break Even Analysis
Freemium Business Model Cash Burn Ratio

SAAS BUSINESS MODEL NEGOTIATION

On this tab you can plan your negotiations with your investors.

Saas Business Model Negotiation

SAAS PRICING MODELS DISCOUNTED CASH FLOW METHOD VALUATION

This tab evaluates your SaaS startup company’s estimated value based on two methods — Discounted Cash Flow and Perpetuity Annual.

Freemium Business Model Valuation
Freemium Business Model DCF

Saas Pricing Models inputs and assumptions

This tab helps you to enter assumptions, check them, and develop different financial scenarios at no time.

To make a model alive you should use yellow cells to input assumptions.

https://gum.co/saas_freemium
https://gum.co/saas_freemium

SAAS BUSINESS MODEL NEW CUSTOMER ACQUISITION AND SEASONALITY INPUTS

FREEMIUM BUSINESS MODEL DASHBOARD SALES FUNNEL

The model assumes that to acquire every new deal you are going to spend a marketing budget. The model has two acquisition channels: offline and online. In both sections, you can type in Monthly Marketing Budget and Cost Per Visit to estimate Visitors The model assumes that visits should be converted into Sales Opportunities. Next, Sales Opportunities should be converted to Freemium users and Paid customers.

SaaS Freemium Business Model Dashboard
Saas Revenue Model Dashboard Inputs

FREEMIUM BUSINESS MODEL FREE TO PAID CONVERSION

Next, Freemium users should be converted into Paid customers with the additional conversion rateYou have an option to enter conversion from free to paid users within 12 months.

Here you should enter a very important ratio of freemium user behavior.

FREEMIUM BUSINESS MODEL DEALS ALLOCATION

Go to the Dashboard tab. Here, you may input the name for each tier, and the allocation of new paid customers between each offering. Additionally, you should enter allocation for monthly and annual contract length for each offering. In this way, you will set up new customer acquisitions for each contract types and offerings.

Saas Revenue Model Dashboard Inputs

FREEMIUM BUSINESS MODEL MARKETING SEASONALITY

Here at this tab, you may spread the marketing budget across the 12 months. An 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 Revenue Model Seasonality Setup

SAAS PRICING MODELS & BILLING INPUTS

SAAS PRICING MODELS INPUTS

The Saas Business Model has two SaaS pricing models built in monthly and annual contract lengths. This means you can apply discounts for annual billings paid upfront. Using Upsell you can increase the regular price for $$$ applied to some % of your customers.

Saas Finance Customer Pricing by offerings

SAAS PRICING MODELS INPUTS UPSELL & SETUP FEES

At the Upsell, Set up fee and revenue terms sections, you may enter assumptions which will affect your cash flow and overall profitability. Using Upsells you can increase the regular subscription price for $$$ applied to some % of your customers. In addition, you may charge a one-time fee (setup fee) at the time of customer onboarding. By entering revenue collection delay terms you can set up a payment delay for a month or more from your subscribers. This will affect your cash flow in terms of revenue collection.

Saas Finance Customer Pricing and billing inputs

SAAS PRICING MODELS INPUTS ADVERTISING REVENUE

At the Advertisement Revenue Assumptions section, you may forecast Ad impressions per freemium user and add setup extra revenue stream from an advertisement by entering Cost per 1000 Impressions (CPM), $

SaaS Freemium Pricing Advertisement revenue assumptions

SAAS PRICING MODELS CHURN & UPGRADE

SAAS BUSINESS MODEL CHURN

Saas Business Model takes into account the churn rate — an average monthly rate of lost customers.

Freemium Business Model Customer Churn

SAAS BUSINESS MODEL UPGRADE / DOWNGRADE INPUTS

SaaS Business Model takes into account the upgrade from/to plan — rate will be applied every month to upgrade/downgrade the customer base for each offering.

Freemium Business Model Customer Movement

SAAS BUSINESS MODEL EXPENSES AND WAGES INPUTS

FREEMIUM BUSINESS MODEL WAGES INPUTS

The wages tab allows to easily calculate salaries for staff categories, to have a staffing plan and to evaluate wages expenses.

Saas Revenue Model Annual salary and FTEs inputs
Saas Business Model Salary growth and taxes
https://gum.co/saas_freemium

SAAS PRICING MODELS FIXED EXPENSES INPUTS

This tab is all about the expenses do not vary depending on sales or number of customers. You can specify the name of a certain expense, a sum of money, and the frequency for the sum to be charged.

Freemium Business Model Fixed Expenses

SAAS PRICING MODELS VARIABLE EXPENSES INPUTS

This tab helps to calculate the costs, that increase or decrease depending on a company’s production volume.

Freemium Business Model Variable Expenses
Saas Pricing Models Cost of services sold

FREEMIUM BUSINESS MODEL CAPTABLE SEED & ANGEL ROUNDS

You may see the summary information about Seed Round of investment and Angel Round of investment. This tab helps you to find your investors.

Saas Revenue Model Capitalization Table inputs
Saas Business Model Angel Round Print
Saas Business Model Seed round print
Saas Business Model Seed round print

SAAS BUSINESS MODEL CAPEX INPUTS

SAAS FINANCE MODEL ASSETS

Capital costs or investments are the business development expenditures (i.e. equipment etc.) that are to be amortized.

Saas Revenue Model Assets inputs
Saas Revenue Model Assets inputs

SAAS FINANCE DEBT AND CAPITAL INPUTS

SAAS REVENUE MODEL DEBT & CAPITAL ASSUMPTIONS

These Freemium Business 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

Freemium Business Model debt inputs
Freemium Business Model debt inputs
Saas Revenue Model Capitalization Table inputs
https://gum.co/saas_freemium

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