SaaS / Recurring Revenue Financial Model Templates

SaaS and recurring-revenue financial models

Turn subscribers, churn and expansion into a forecast you can act on.

A complete collection of editable Excel models for SaaS, subscriptions, memberships, marketplaces, usage-based businesses and other recurring or fee-based revenue models.

45 included templates Cohort and churn logic MRR, ARR, CAC and LTV Fully editable Excel files
Fully editable filesNo hidden formulas, locked tabs or black-box logic.
Immediate accessDownload after purchase and receive a link by email.
Lifetime bundle updatesReturn for future models added to this collection.
Built from real client workMore than a decade of practical modeling experience.

Built around the recurring-revenue growth engine

Start with the model closest to your pricing and customer journey, then replace its assumptions with your actual funnel, retention, expansion and operating plan.

Acquire

Forecast new customers

Connect traffic, leads, conversion, sales capacity and acquisition cost to new customer and MRR growth.

Retain

Model churn by cohort

See how customer retention, contract terms, renewals and cancellations affect recurring revenue over time.

Expand

Grow revenue per account

Test upgrades, add-ons, usage, seats, pricing changes and cross-sells across multiple customer tiers.

Scale

Plan cash and company value

Link headcount, infrastructure, fundraising and runway to financial statements, KPIs and valuation.

This bundle is a strong fit if...

You need multiple ways to model recurring revenue or regularly evaluate SaaS, membership and fee-based businesses.

You want to compare tiered, freemium, usage-based and marketplace structures.
You need cohort, churn, CAC, LTV, payback and MRR logic without starting from zero.
You build forecasts for founders, investors, lenders, buyers or management teams.

An individual model may be enough if...

You have one narrowly defined revenue model and do not expect to use the broader collection.

You need only one template or calculator for a single project.
Your pricing and customer journey already match one listed model closely.
You can review the individual model links below before choosing the full bundle.

Start with these flagship recurring-revenue models

These models cover modern SaaS, tiered pricing, usage revenue, subscriptions, cohorts and performance reporting.

Explore everything included

Search all 45 templates or filter the collection by recurring revenue, memberships, fee-based businesses, SaaS calculators and supporting tools.

Showing 45 templates

Recurring Revenue Models

Freemium

Specific logic to convert traffic from a free to paid service.

View template
Recurring Revenue Models

Agentic SaaS

3 tiers, usage pricing, seat revenue, one-time fees and fundraising inputs.

View template
Recurring Revenue Models

Mobile App

Configure assumptions for acquisition, in-app purchases, and freemium.

View template
Recurring Revenue Models

Bonus SaaS Template

Only included in bundle, up to 21 tiers, B2C/D2C and B2B combo.

Included only in this bundle
Membership Models

Car Wash

Revenue from one-time washes and memberships for varying wash types.

View template
Fee-Based Models

LaaS

Revenue earned from interest generated by P2P loan facilitation.

View template
Fee-Based Models

Ad Network

Estimate publisher and advertiser assumptions and fees earned from activity.

View template

Connect operating activity to financial outcomes

Model the metrics founders and investors actually watch.

The collection goes beyond a top-down revenue growth rate by connecting customer behavior to cash flow, hiring needs and company value.

MRR and ARRNew, expansion, contraction and churned recurring revenue.
CAC and paybackAcquisition spend, sales efficiency and time to recover customer cost.
Retention and LTVCohort survival, lifetime value and the long-term effect of churn.
Runway and valuationCash needs, fundraising, DCF outcomes and comparable-value scenarios.

Frequently asked questions

The practical details about choosing, downloading and using the bundle.

Can I buy individual models instead?

Yes. The linked templates can be purchased individually from their model pages. The full bundle is best for buyers who expect to use several recurring-revenue structures or supporting tools.

What is the bundle-only SaaS model?

It is a flexible SaaS template with up to 21 tiers and support for a combination of B2C or D2C and B2B revenue. It is available only inside this bundle.

Are the spreadsheets fully editable?

Yes. Formulas and tabs are visible and editable, allowing you to change assumptions, study the logic and adapt the framework to your business.

Can I use the files in Google Sheets?

Yes. The Excel files can be uploaded to Google Sheets. Complex formatting or certain Excel-specific features may display differently, so review the converted file before relying on it.

Does every model include three financial statements?

Full startup and operating forecasts generally include integrated income statement, balance sheet and cash flow logic. Focused calculators and dashboards are narrower tools, as described on their individual pages.

How is the bundle delivered?

The files are immediately downloadable after purchase. You will also receive an email with a download link, which is helpful when purchasing on a mobile device.

One-time purchase

Get the complete SaaS and Recurring Revenue Model Bundle.

Download all 45 templates immediately, including the bundle-only 21-tier SaaS model.

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