To save you time, all of my SaaS financial models and templates listed below can be downloaded in one compressed file for a small fee. I have two license options, one for internal use and one for consultants/advisors.
This download includes all SaaS Excel models available for download on my site and one infographic. I don’t think there is a more comprehensive SaaS financial template download out there 🙂 If there is, please let me know.
SaaS Financial Templates
In total, there are 41 Excel models and templates, 1 PowerPoint, 1 infographic, 1 funding analysis, and my finance tech stack report. The download includes the files listed below.
Payment is processed through PayPal, and you’ll be redirected to PayPal (payment made to Data on the Fly, LLC) to complete the transaction.
Once the purchase is complete, you’ll receive an email receipt with a download link and you’ll return to the confirmation page that contains a download link(s).
>> If you have Gmail, the email often goes to spam <<
If you have any questions or do not receive the email, please contact me.
I have created a free video lesson on my SaaS Financial Plan. Click here to check it out. I also have a free course where I explain the logic of most of these templates. Enroll here.
Current download version: v3.7 (updated April 15, 2023)
Internal Use License – for use within your business
Professional Use License – for customer-facing use with your clients. For consultants/advisors.
- Average Cost of Service Template
- ARR Revenue Forecast with Waterfall Chart
- CAC Payback Period free video lesson
- CAC Payback Period+ (variable revenue)
- CAC Payback Period vs. LTV to CAC
- CAC Template free video lesson
- CapEx Forecast Template
- CLTV Template free video lesson
- Cash Runway Forecast free video lesson
- Cash Burn Runway free video lesson
- Cohort Analysis
- Churn and Retention Template
- Department Expense Forecast Model
- Deferred Revenue Model for Subscriptions free video lesson
- SaaS Funding Analysis
- Headcount Forecast Model
- Five-year SaaS Financial Forecast Model free video lesson
- LTV to CAC
- LTV+ (with variable revenue)
- Magic Number free video lesson
- Maximum Company Size Template
- MRR Revenue Forecast Template
- Multi-year SaaS Pricing Calculator
- Net Negative Churn Infographic
- Remaining Performance Obligations (RPO)
- Revenue Retention Analysis free video lesson
- ROSE Metric
- Rule of 40 Formula
- SaaS CAC Ratio free video lesson
- SaaS Financial Plan (Updated in v2.9) Check out the free video lesson
- SaaS Metrics Cheat Sheet
- SaaS Startup Financial Plan
- SaaS P&L Explained
- SaaS Quick Ratio
- Sales Efficiency Metrics
- Sales Funnel Conversion Model
- Sales Team Cash Ramp and Cash-on-Cash Payback
- Sales Team Headcount Forecast
- Sample Chart of Accounts
- Sample Investor Teaser Template
- Time to Profit Template
- Upsell Efficiency Template
- Waterfall Template