SmartHelping / SaaS & Recurring Revenue / Excel
SaaS Pricing Sensitivity Analysis & Simulator
Compare how pricing, contract terms, retention, and customer costs affect unit economics. Test up to 10 customer configurations and review lifetime value, acquisition cost, payback, and returns over as many as 120 months.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
Video walkthrough & spreadsheet preview
See the pricing simulator in action.
Example uses
Isolate the assumptions that change customer economics.
Use the model to compare pricing and contract options against your own cost and retention assumptions.
Retention sensitivity
Hold the other inputs constant and adjust renewal or retention rates to see the effect on customer value and returns.
Pricing and contract terms
Compare contract values and contract lengths. Adjust retention assumptions alongside the terms when the scenario calls for it.
Customer acquisition costs
Change acquisition-cost assumptions while holding the other inputs constant to compare CAC, payback, and lifetime economics.
Service costs and gross profit
Compare contract value with the costs of supporting and serving customers to evaluate gross-profit outcomes.
Editable customer assumptions
Control all 10 configurations from the summary tab.
Inputs for each configuration are collected in one place, so you can update the comparison without switching between every customer detail tab.
Contract terms and retention
Set customer contract length in months and the average renewal or retention rate.
Contract value and renewals
Enter starting average contract value per customer and the average increase in contract value at renewal.
Onboarding and one-time revenue
Enter other onboarding costs per customer and one-time revenue per customer.
Acquisition spending and volume
Set annual sales and marketing salaries, annual advertising spend, and expected customers added per year.
Customer support staffing
Enter the number of customers handled by one customer service representative and the representative’s fully loaded monthly salary.
Hosting costs and discount rate
Set monthly hosting, server, and other costs per customer, plus the annual discount rate used in the analysis.
Financial outputs
Compare the metrics behind pricing decisions.
Customer acquisition cost and payback
Review CAC and the number of months needed to pay it back.
Discounted and undiscounted lifetime value
Review both customer lifetime value measures, with the annual discount-rate assumption informing discounted value.
LTV-to-CAC ratio and annual IRR
Compare the relationship between customer value and acquisition cost alongside annual IRR.
Monthly customer revenue and cost
Review monthly contract value per customer and monthly cost per customer across the configurations.
Comparative visualizations
See how the configurations compare over time.
Lifetime cash flow and gross profit
Compare customer cash flows and customer gross profit over a horizon of up to 120 months.
Customer lifetime and renewal
Review retention over time, average customer lifetime, renewal rate, and contract length.
Acquisition efficiency
Compare CAC and the CAC payback period in months.
Value, returns, and monthly economics
Compare discounted lifetime value, LTV-to-CAC ratio, IRR, and monthly contract value against monthly customer cost.
Getting started
Move from pricing assumptions to a clear comparison.
Define the customer configurations
Set up to 10 combinations of contract terms, prices, retention expectations, and customer cost assumptions.
Enter the assumptions in one place
Use the summary tab to update each configuration’s inputs. Refer to the index tab for tab descriptions and key-term definitions.
Change the variable you want to test
Hold the other inputs constant for an isolated comparison, or adjust related assumptions to represent a different pricing and contract scenario.
Compare value, payback, and cash flow
Review the output metrics and visualizations to assess which assumptions produce workable customer economics.
More templates in one purchase
Explore the bundles that include this tool.
Additional resources
Explore the supporting tools and explanations.
Questions before you start
A few useful details.
How many configurations can I compare?
The tool supports up to 10 customer configurations, with their key inputs available on the summary tab.
How long is the analysis?
The customer cash-flow and gross-profit analysis covers up to 120 months.
Can I test retention without changing price?
Yes. Hold the other inputs constant and adjust the renewal or retention rate to isolate its effect on the output metrics.
Can I compare different contract lengths?
Yes. Contract length, starting contract value, and contract-value increases at renewal are editable for each configuration.
Does the tool account for customer service costs?
Yes. Inputs include the number of customers one representative handles, the representative’s fully loaded monthly salary, and monthly hosting, server, and other costs per customer.
Which metrics are included?
Outputs include CAC, CAC payback in months, discounted and undiscounted LTV, LTV-to-CAC ratio, annual IRR, monthly contract value, and monthly cost per customer.
Do I have to edit every customer detail tab?
No. The key assumptions for all 10 configurations are grouped on the summary tab. An index tab provides descriptions and definitions.
Is this useful beyond software subscriptions?
The tool can also be used for recurring-revenue businesses where contract value, renewal, acquisition costs, and customer service costs drive the economics.
How is the template delivered?
The $45 one-time purchase provides an immediate Excel download. It is also included in the bundles listed above.
SaaS pricing & customer economics
See how price, retention, and costs change customer value.
SaaS Pricing Sensitivity Analysis & Simulator — $45, one-time purchase.
