SaaS: Should You Offer a Discount at Cancellation?

I have done a wide range of SaaS financial models. One interesting aspect that such companies may be looking into or looking to optimize is retention rate. Retention rate just means the users that stay with your services over a period of time. The higher the retention rate, the better (meaning lower churn rate). One way to increase retention is by offering pricing discounts at the point of cancellation.

Ad Network - Feasibility and Financial Modeling - Driven by Publisher Metrics

An ad network connects ad inventory from publishers to advertiser demand. By connecting these two groups, the ad network provides value and takes a fee for such value. This model was designed to show the expected financial performance of an ad network based on assumptions related impressions / CPM /fee percentage.

Incentivizing Sales People - Multiple Scenario Planning with Comparison Visuals

 Structuring salesmen or saleswomen commission plans can be difficult to get right. There are plenty of ways to do it, so what is best? In my opinion, it is better to make the commission rate a function of gross profit generated (if this is possible to calculate for your situation) rather than revenue sold. If revenue sold is the only thing trackable, that is fine and the model will still work.

Enterprise SaaS Financial Model - Varying Contract Terms

 I have done a wide range of SaaS financial models. However, none of them include logic to account for customers that may be on varying contract lengths. This template has solved for that by including 'contract term' as a variable input. The accompanying logic needed to make it dynamic was difficult, but well worth the functionality.

Human Resources (HR) Planner - Track Potential Shortages or Surplus

If your human resources department needs better planning in relation to future hiring / firing activities and general attrition, this excel template should prove to be a helpful tool. The data input is simple and there are printable visuals / dashboards.

eCommerce Financial Model - For General Use - Up to 3 Revenue Drivers

I had been thinking of what kind of business logic to build and realized eCommerce was something I never explored directly. Many requests have come in for such financial models lately so here you go. There will be three main revenue drivers as well as all the bells and whistles I could think of in relation to starting up and running an eCommerce business. This can be used for drop-shipping, selling digital products, or selling product online that your company manufactured/acquired.

Discounted Cash Flow Analysis - Monthly Periods

This is a universal valuation template designed to fit any financial model that shows monthly cash flows. All the user needs to do is map their cash flows to the monthly period slots (up to 120) and all relevant metrics/visuals will display, including net present value, monthly IRR, annual IRR, total ROI, and equity multiple.

Real Estate Development - Budget vs. Actual

This financial model has been built with a bit of a twist. Normally, I build assumption tabs that automatically populate a monthly and annual summary. However, for the purpose of trying to forecast the financials of a real estate development project, some new logic has been done to accommodate.

Financial Model - Retail Scaling - Up to 25 Locations

There are a lot of complex things happening for any organization that is trying to scale into the retail world. By retail, I mean a brick and mortar operation that must attain inventory / raw materials or some product that is then re-sold to customers from their location. Capital requirements can be large and if you are not doing the math right, there could be surprising cash shortfalls.

Mobile App - 5 Year Startup Financial Model

This excel template has everything you need for a full-on mobile app financial model. I have done similar work with the freemium and mobile app/website builds but this was done specifically for mobile app scenarios only.