Does anyone know of a good SaaS financial projection template for excel/apple numbers?


Here is a link to a basic model -

Depending on the purpose of the model you could get much much more elaborate or simpler. This base model will help you to understand size of the prize. But if you want to develop an end to end profitability model (Revenue, Gross Margin, Selling & General Administrative Costs, Taxes) I would suggest working with financial analyst. You biggest drivers (inputs) on a SaaS model will be CAC (Customer Acquisition Cost, Average Selling Price / Monthly Plan Cost, Customer Churn(How many people cancel their plans month to month), & Cost to serve If you can nail down them with solid backup data on your assumption that will make thing a lot simpler.

Let me know if you need any help. I spent 7 years at a Fortune 100 company as a Sr. Financial Analyst.

Answered 6 years ago

I have ample experience valuing SaaS-based business models from my recent operational experience within a SaaS business and my previous experience in investment banking. Happy to provide more information, but a "good" projection model will require a strong (and well thought-out) operational build-up. The more details, the better.

Answered 6 years ago

You should check out They have a wicked projection tool that ties in all financials into your business plan.

Answered 6 years ago

Yes, I share all my SaaS excel models at All are free to download. I have a revenue model, expense model, and many SaaS metrics models.

Answered 5 years ago

I make advanced financial models. I have one for SaaS and enterprise SaaS. If you are looking for something basic, then there are some free ones available. Chris Janz's is the best.

Answered 4 years ago

Looks like the other experts have links to SaaS financial templates. Once you have a chance to look these over and find one that you like, I can talk you through how to tailor it to your own business model - or how to use a financial model to inform your strategy.

Happy to talk you through this so set-up a quick call if you'd like.

Answered 2 years ago

Giving a good SaaS financial projection template is only possible if we understand the limitations of SaaS. These limitations are as follows:
1. Applications required fast response (milliseconds) are not appropriate. SaaS applications are slower as they hosted in the cloud
2. Customization is not easy due to the application architecture.
3. Integration to company sensitive applications/data is risky and can conflict with data governance regulations.
4. Changing SaaS vendors may be a difficult task especially if transferring exceptionally large data files over the Internet.
5. Adopting new software versions may mean unexpected training costs for the customer organizations and related user errors.
6. The user may lose access to their software and perhaps data, if a SaaS vendor were to go out of business.
7. Internet performance and reliability is still an issue in some countries or geo-regions.
8. Data security is always a consideration as data are being stored on the vendor’s servers.

Understanding the limitations here is a link that might be helpful for you:

Besides if you do have any questions give me a call:

Answered 7 months ago

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