Latest Updates for Mid-September

Here are the latest updates since my last newsletter and post. CapEx Forecast Model A CapEx forecast model is not as exciting but for those in capital industries, this forecast is a must.  You can check it out here. SaaS Financial Plan I created a dedicated page just for the SaaS Financial Model.  On this page, […]

SaaS Revenue Forecast Model

SaaS Revenue Forecast Model

SaaS Revenue Forecast Model I try to keep my financial statement models as simple as possible.  I don’t forecast on one tab, but I also don’t have 30+ tabs of assumptions and formulas.  I build my models around the operations of the business and the important metrics.  Enough detail to be accurate and supportable but […]

How I Forecast Operating Expenses

Forecast Operating Expenses

Forecast Operating Expenses In a previous post, I discussed how I forecast headcount expenses and the related physical heads and benefits. Of course, this is just one piece of the corporate expense puzzle. It is also important to have an easy and quick way to forecast operating expenses without hard coding numbers month-by-month. Excel Template […]