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TEMPLATE

Looking for a powerful, easy-to-use SaaS financial model template in Google Sheets?

Our free SaaS financial model template in Google Sheets will help you quickly forecast your company’s future performance with a connected, driver based model that factors in the core components that impact your business.

A template tailor-made for B2B SaaS

We know that no two businesses are the same and have designed our B2B SaaS financial model template with flexibility in mind. You can use it right out-of-the-box to get your model up and running fast or modify it as needed to suit the needs of your business.

You’ll find our template intuitive and simple to use, too. Instead of cramming the whole model into one huge spreadsheet, we’ve placed each of the main components of the model in a separate worksheet, making it fast and easy to update with your actuals each month.

Here’s what you’ll find inside:

  • Key Assumptions you’ll use in your model

  • An Actuals worksheet for recording your historical data

  • A comprehensive summary of your financial performance

  • Several important SaaS metrics calculated for you

  • A comprehensive set of churn metrics with associated revenue retention

  • An Income Statement (P&L) that calculates your revenue growth, gross margin, and EBITDA margin, and total operating expenses.

  • A dashboard that illustrates your financial performance with an ARR waterfall, your P&L, and important trends in your business

Modeling SaaS performance couldn’t be easier

An intuitive, easy-to-use template you’ll enjoy working with
No formulas needed. Just plug in your actuals to get results
A granular yet uncomplicated view of your financial performance

Let's walk you through the template!

Watch the video below for a step-by-step guide on using this template and see for yourself why it's (finally!) the perfect template for your SaaS financial modeling.
You begin by setting the timeline for historical data and forecasts. The model operates on a monthly basis, with the annual figures automatically calculated.
Next, you input assumptions for key metrics like leads, expansion, and income statement assumptions (G&A, S&M, and R&D).
The customer control tab helps you manage customer related information  – beginning, new, churned, and ending customers. This is a corkscrew model where the beginning customers of the next month are the ending customers of the previous month.
Add the assumptions for conversion rates for pipeline to MQL, MQL to SQL, and SQL to deals based on your historical data to get new customers acquired per month.
Add assumptions around churn basis customers available to renew every month. This template assumes that you sign annual contracts with your customers. However, you can easily change the forecast formula in case the default one doesn’t work for you.
In the P&L tab you will see your income statement, which includes revenue from customer control, cost of goods sold (COGS), and operating expenses, leading to a final EBITDA calculation.
Finally, in the dashboard tab you can see various charts giving you a clear visual overview of your company’s financial health – ARR waterfall, GRR vs. NRR, and LTV to CAC ratio.

The only SaaS startup financial model template you’ll ever need

Level up your SaaS financial modeling with Drivetrain!

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