Financial Model "Subscription | SaaS: Three Customers Acquisition Channels"
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A financial model template in Google Sheets and Excel for products operating on a "Subscription" or "SaaS" business model. It includes calculations for three customer acquisition scenarios: self-service purchases, inbound sales and outbound sales. Suitable for both high-value b2b products and b2c products operating on a subscription basis.
"S" option:
Automatic calculation of required investments and breakeven point.
Revenue and expense generation based on the company's roadmap.
Input of all data in separate tabs.
Automatic P&L, Cash Flow, Ballance calculation.
Ability to set dynamics for indicators.
Dashboard with visualization of key metrics.
Ability to compare the commercial potential of different monetization models and choose the best ones.
"M" option:
All features of "S" option
Calculation of the Unit Economics of the mobile application
Revenue and profit forecast for 5 years, broken down annually
Ready-to-use tables and charts for the startup pitch deck
"L" option:
All features of "M" option
Capitalization Table (Cap Table), including calculations of ownership stakes in the company and their dynamics across investment rounds
Calculation of dividends for each shareholder in the company
ROI (Return on Investment) forecast for investors under different exit scenarios
An article on building a financial model for SaaS is available on the blog.
Why?
Description
Characteristics
Why?
A financial model is a key component of a business plan that allows assessing the real commercial potential of a new business. The startup's financial model is a crucial tool when seeking investments for a new project. Key financial forecasts are always reflected in the pitch deck, and in the stages following the presentation, investors' specialists scrutinize the model in detail. A well-crafted financial model for a startup enables the calculation of the company's profit based on the project roadmap, establishes the alignment of revenues and expenses, evaluates the scalability of the product, and determines the amount of necessary investments.
With the help of our financial model template, you'll be able to answer questions such as: - How much money is needed to invest in the launch and development of the project? - What profit will the product generate? - When will the company break even when starting from scratch? - What will be the expense structure of the startup? - Which business model is more advantageous for your project? - Which promotion channels will be most effective?
Description
A ready-to-use and easily customizable financial model template designed specifically for SaaS projects and other subscription-based products, in Google Sheets and Excel formats. It includes calculations for three customer acquisition scenarios: self-service purchases, inbound sales and outbound sales. Suitable for both high-value b2c products and b2b products operating on a subscription basis. The model allows you to evaluate all these scenarios and understand which model will be effective for your product.
You fill in the tabs with input data specific to your case (the table includes comments on filling in all cells). Based on the entered data, the model generates calculations for revenues, expenses, monthly users, and other key startup metrics by month, forecasts of profit and loss reports, cash flow, and balance. Separate sheets display data on the amount of necessary investments, the breakeven point, and charts with the dynamics and structure of revenues and expenses.
You can view the model file in PDF format through the link.
Characteristics
Three revenue streams: standalone purchases, utilization of the sales department with incoming leads, cold sales.
Planning the dynamics of revenues and expenses based on the project roadmap.
Calculation of customer acquisition costs, considering marketing and sales department expenses.
Tracking KPIs for sales managers.
User retention and customer churn tracking.
Automatic calculation of depreciation of fixed assets.
Automatic calculation of salary increases.
Determining the breakeven point and the amount of investment required for the launch and development of the startup.