SaaS / Subscription / Recurring Revenue Financial Models

 Perform dynamic financial forecasting for your subscription service or recurring revenue business with these SaaS financial models. Business types include:

• Software-as-a-service
• Product-as-a-service
• Memberships
• Platform-as-a-service
• General recurring revenue spreadsheet-based financial models

These templates all work a little differently. Best-in-practice retention logic is utilized.

SaaS businesses often have high gross margins because the costs of providing their software are largely fixed and do not increase significantly as the number of customers grows. This is in contrast to businesses that sell physical products, where the cost of goods sold (COGS) typically increases as the number of units sold increases.

SaaS and Recurring Revenue Forecasting Template Bundle

$289.00 USD

(license to ALL models below)

 

SaaS / Membership / Recurring Revenue Financial Model Templates:

Subscription Models: Price Ranges from $45 - $175

• Subscription Box - Up to 6 tiers, dynamic retention, terms, promotion logic, and more.
• B2B SaaS - Correctly model with varying contract terms.
• Marketplace + Subscription - Includes subscription and marketplace assumptions.
• 5-Tier SaaS Model - Each tier has its own growth/churn rate/pricing assumptions.
• Freemium - Specific logic to convert traffic from a free to paid service.
• Product-as-a-Service (PaaS) - Customers pay a monthly fee for product / service access.
• Ratio Driven SaaS - SaaS model driving by headcounts and AE signup performance.
• B2C SaaS - 4 pricing tiers with one-time onboard fee option.
• Security/Alarm System Services - Up to 3 subscriptions for security monitoring service.
• Product + Subscription - Model product sales + subscription upsells.
• Mobile App - Configure assumptions for acquisition, in-app purchases, and freemium.

Membership Models: Price Ranges from $45 - $125

• Car Wash - Revenue from one-time washes and memberships for varying wash types.
• Private Golf Course - Revenue based on initial sign-up and ongoing fees.
• Gym / Fitness Center - Capacity model for maximum members per station counts.

Fee-based Models: Price Ranges from $45 - $125

• LaaS - Revenue earned from interest generated by P2P loan facilitation.
• Marketplace (transactional-based) - Configure transaction counts / growth and platform fees.
• Professional Services / Agency - Earn a fee on work done by professionals.
• Property Management Business - Earn a fee based on rent or units under management.
• Ad Network - Estimate publisher and advertiser assumptions and fees earned from activity.

SaaS Calculators: Price Ranges from $45 - $45

• SaaS MRR Calculator - Calculator to figure out current MRR and ARR + valuation.
• SaaS Pricing Simulator - Cohort sensitivity analysis for pricing, CAC, retention, and more.
• Rolling Revenue Forecast - SaaS revenue forecasting (existing and future customers).
• Ad Spend Guide - Framework for mobile apps or SaaS businesses to understand ad spend.

Bonus Templates: Price Ranges from $45 - $45

• Hiring Plan - Based on MRR Forecast and headcount ratios (5-year Plan).
• AE Performance + Quota - Forecast revenue from one-time deals, quota and AE count.
• Customer Purchase and Retention Model - Revenue projection based on customer behavior.
• 3-statement Financial Model - Plug in income statement data and auto-populate the rest.
• Pitch Deck Visualizations - General template to create clean visualizations for financials.

The 'as-a-service' recurring revenue business model can be a great strategy for maximizing profits and getting the most out of your software services. The following Excel spreadsheets are all based on this notion of recurring revenue from subscribers/customers.

Users can upload all these Excel templates to Google Sheets if desired.

All startup spreadsheets include integrated 3-statement model logic for monthly and annual financial statement forecasting (Income Statement, Balance Sheet, and Cash Flow Statement)

More About the Software-as-a-Service Industry

In a SaaS business, the main costs are typically related to development and maintenance of the software, as well as any infrastructure and support costs. These costs are largely fixed and do not vary significantly with the number of customers. As a result, the gross margin (gross profit as a percentage of revenue) can be quite high, as the majority of the revenue is pure profit.

There are a few key factors that can contribute to the high gross margins of SaaS businesses:

Economies of scale: As a SaaS business grows and adds more customers, the fixed costs of development and maintenance are spread out over a larger base of revenue, which can lead to lower unit costs and higher margins.

Recurring revenue: SaaS businesses typically generate revenue on a recurring basis, as customers pay a subscription fee to access the software. This can provide a stable and predictable source of income, which can be attractive to investors and contribute to the valuation of the company.

High customer lifetime value: SaaS businesses often have high customer lifetime value (CLV), which is the total amount of money that a customer is expected to spend on the company's products or services over the course of their relationship with the company. A high CLV can contribute to the overall profitability of the business and help drive up valuations.

Overall, the combination of fixed costs, recurring revenue, and high CLV can contribute to the high gross margins of SaaS businesses and drive up their valuations.

All the SaaS startup forecasting spreadsheets / templates will be immediately available for download after purchase. All of these models will have CaC, CaC payback, and LTV metric calculations.

Purchasing on a mobile device? No problem. You will receive an email with a download link for the purchased files that you can access on any spreadsheet friendly device later (desktop / laptop).

Check out all financial model templates in one bundle here. There are also great discounts when buying by category.