SmartHelping / SaaS Revenue Forecasting / Excel
Rolling SaaS Revenue Forecast
Refresh your SaaS revenue and customer forecasts as each month or quarter closes. Combine existing customer cohorts with expected new customers across up to four pricing tiers, with monthly projections covering five years.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
See the forecast in action
Walk through the customer history and revenue forecast.
See how the template combines existing and future customers, applies contract and retention assumptions, and updates as time moves forward.
Four customer or pricing tiers
Define the contract terms behind each revenue stream.
Each tier connects its customer volumes and contract assumptions to the projected revenue and customer count.
Average contract length
Enter the average contract length in months for each tier. Model month-to-month services or terms such as 3, 6, 12, or 24 months.
Monthly contract value
Define the average value of each contract per month for each tier.
Retention assumptions
Set retention assumptions for the contract period so the forecast reflects the expected continuation of each customer cohort.
Up to four configurations
Use separate tiers for customer groups with different contract lengths, monthly values, and retention assumptions.
Existing customers and future additions
Keep customer timing visible in the forecast.
The template is designed for recurring forecasts where the age and retention of the existing customer base matter alongside new customer acquisition.
Existing customer cohorts
Organize historical customers by the month they joined. Their timing and retention assumptions determine the expected future contribution of the existing customer base.
Expected new customers
Enter expected future customer additions for each tier and review the resulting customer and revenue forecast.
Five years of historical inputs
Use up to 60 months of historical customer additions as the starting point for the rolling forecast.
Five years of monthly projections
Forecast revenue and customer counts for up to 60 months ahead, with results for existing and new customers.
Contract-length and retention scenarios
Compare the revenue effect of different contract terms.
The tier structure can also help you test alternative assumptions for a single customer type.
Month-to-month terms
Model a one-month contract length with the retention assumption that fits that service.
Longer commitments
Compare a longer average contract length, such as 12 months, using the retention assumption appropriate to that contract period.
Compare the results
Review the revenue and customer forecasts under each configuration to see how the assumptions change the projected results.
Repeat each month or quarter
Update the rolling forecast as new history becomes available.
Use the same framework for each forecast cycle, preserving the timing of historical cohorts while refreshing the forward assumptions.
Move the customer history forward
When a month or quarter closes, shift the historical customer-addition data by the number of completed months to keep the historical window current.
Enter the latest completed months
Add the most recent historical customer data into the available recent-month slots for each tier.
Refresh future customer expectations
Update expected new customers across the next 60 months and review the contract values, contract lengths, and retention assumptions.
Review the revised forecast
Check revenue and customer counts by tier and by existing versus new customers, then review the totals, annual revenue, and charts.
Revenue, customers, and visualizations
See where projected revenue comes from.
Monthly revenue and customer counts
Review up to five years of monthly revenue and customer projections.
Results by customer tier
See the contribution of each pricing or customer tier.
Existing versus new cohorts
Review the forecast contribution of the existing customer base separately from expected new customers.
Subtotals and grand totals
Bring the individual views together in aggregated revenue and customer results.
Revenue and customer charts
Use the visualizations to compare tiers, customer groups, and the overall forecast.
Annual revenue tab
The added annual revenue tab summarizes revenue from the monthly recurring revenue forecast.
Customers older than five years
Use the walkthrough’s historical-data workaround.
Watch the setup explanation before entering a customer base that extends beyond the standard historical window.
A five-year historical window
The standard input structure contains 60 months of historical customer additions.
An approach for older customers
Customers who joined more than five years ago can still be included using the data-entry workaround explained in the walkthrough video. Follow that guidance when setting up the older customer cohort.
Who this template is for
A repeatable revenue-planning tool for SaaS finance teams.
CFOs, finance teams, and consultants
Prepare regular revenue and customer forecasts that account for both the installed customer base and expected future additions.
Subscription businesses with varying terms
Model customer groups with different monthly contract values, retention assumptions, and contract lengths within four tiers.
Also available in these bundles
Need more SaaS and recurring-revenue templates?
The Rolling SaaS Revenue Forecast is included in the SaaS bundle and the complete Super Smart collection.
SaaS / Recurring Revenue Bundle
Explore financial models and tools for subscription businesses, customer cohorts, pricing, and recurring revenue.
View the SaaS bundleSuper Smart Bundle
Explore the complete public SmartHelping financial model collection across business models and industries.
View the Super Smart BundleAdditional SmartHelping resources
Continue with cohort analysis and industry-specific planning.
Questions before you start
A few useful details.
How far ahead does the template forecast?
It forecasts revenue and customer counts monthly for up to five years, or 60 months.
Does it include existing customers?
Yes. Historical customer cohorts are included alongside expected future customer additions. The reports separate existing and new customers and aggregate the results.
How many pricing tiers are supported?
You can model up to four tiers, differentiated by average contract length, monthly contract value, and retention assumptions.
Can I model both monthly and longer contracts?
Yes. Contract length is defined in months, so the template supports month-to-month services and longer terms such as 3, 6, 12, or 24 months.
How do I update a monthly or quarterly forecast?
Shift the historical customer data for the completed period, add the most recent historical months, and update the expected new customers and assumptions for the forward forecast.
What if some customers joined more than five years ago?
The walkthrough video explains a data-entry workaround for customers outside the standard five-year historical window.
Is there an annual revenue view?
Yes. The added annual revenue tab summarizes revenue from the monthly recurring revenue forecast.
How is the template delivered?
The template costs $45 as a one-time purchase and is available for immediate Excel download after purchase.
Keep the revenue forecast current
Bring existing and future customers into one forecast.
Rolling SaaS Revenue Forecast — $45, one-time purchase.
