You will see software-as-a-service, product-as-a-service, and platform-as-a-service spreadsheet models below. They all work a little differently. Best-in-practice retention logic is utilized.

$289.00 USD - SaaS Spreadsheets Bundle
(lifetime access to all SaaS templates I ever build)

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.

1. Enterprise SaaS ($175) - The main difference in this model compared to the other SaaS builds is having a varying contract term for each customer tier (in months) and the ability to define expansion revenue accurately. The dynamic nature of revenue forecasting in relation to dealing with enterprise clients is second to none here.

2. Product-as-a-Service (PaaS) ($75) - The business logic in this recurring revenue model has a module for product deployment and selling access to the product by way of a monthly subscription rather than selling the product outright. There are really cool capacity assumptions and useful input configuration across all aspects of the template. Best-in-practice retention logic is used as well.

3. Standard SaaS ($45) - This startup model was the first build I ever did and it has been one of the most popular. You can adjust assumptions for user growth, churn, expected costs, and potentially having a one-time setup fee. This is the more simplistic version compared to the ones that follow, but because of that simplicity, many have found it useful. 

4. SaaS Pricing Simulator ($45) - Adjust up to 10 customer configurations to see what is feasible and possible. This simulation is really important to understand for any SaaS startup or on-going operation that wants to tighten up their pricing or test new pricing strategies out and compare the resulting customer lifetime flows.

5. Rolling Revenue Forecast ($45) - Great for creating up to a 60-month revenue forecast for SaaS companies based on existing and new customers.

6. Ratio Driven SaaS ($125) - This is a comprehensive and auto-scaling 5-year financial model geared more towards startups. The model all starts with the number of SDRs hired per month. Then, the user can define the number of Account Executives (AE) to exist per SDR over time and the quota of deals an AE is planned to close per month as well as the % of quota attainment a given AE achieves in their first 12 months (in 3-month increments). There are assumptions for debt/equity as well as plenty of visuals. Customer Service reps drive off the number of active users and new users added per month. Engineering has two types and is driven off a % of revenue.

7. Product + Service Subscription ($75) - This financial model offers assistance with pricing strategy and cash flow planning. It involves turning the sales of products into a subscription service that runs on top of the product. The logic for manufacturing/sales/subscribers/expenses is the most advanced from all the things I have done as of yet. You will see some really interesting CaC, LTV, and LTV to CaC results as you play with all the assumptions and timing of things.

8. Security/Alarm System and Services ($125) - Another 'product-service system', the big addition in this model was including expansion MRR and negative churn. Those are some of the most important metrics for any recurring revenue services business. This also includes all the standard calculations of CaC, LTV, and LTV to CaC. It has over 20 visuals as well. There are assumptions for a contribution/distribution summary driven from the possibility of taking on investor equity.

9. Mobile App / Website Driven SaaS ($125) - This is a more refined version of a business model where you have incoming subscribers that pay a monthly fee. The logic for revenue and expenses is more sophisticated and it has a toggle to adjust key assumptions to a low/base/high value. The main differences of it from the standard SaaS model (#2 above) is include driving user acquisition from a given conversion rate of traffic and advanced distribution summaries for potential investor financing as well as including a free user pool. The expenses are also more dynamic and robust.

10. General Mobile App - In-App Purchases/Ad Revenue ($75) - This is dedicated to just starting a mobile app and nothing else. There are three revenue streams here and it is all focused on logic that pertains to this specific business model. Focus here is on user retention (most accurate and advanced methodology used).

11. Freemium ($45) - Here is a bit of a different direction. You still have users coming in from a traffic source, but now there is specific logic to convert that traffic from free to a paid service in exchange for no ads. That means it has logic for ad revenue via the free pool. This one has some nice logic for investor distributions as well.

12. LaaS (Lending-as-a-Service) ($75) - This is one of the more rare business types but still offers some interesting dynamics. It involves the business of having a platform where people or businesses can offer loans to other people and businesses (often called p2p lending). This shows the way a platform can make money by connecting the two via closing fees and a % of the interest revenue. You can plan on a wide range of loan types on the platform and derive all kinds of interesting things from the assumptions included.

13. LTV and CaC Payback planner ($45) - This model is more geared toward any business that has subscribers and some cost to acquire them. It is not a full model but rather focuses in on those metrics and the inputs required to see the most important aspects of a SaaS business.

14. Marketplace ($45) - This is not exactly a 'saas' business per se but it does involve getting users to use your platform. The model is focused on fee revenue that you earn by facilitating buyers/sellers to come together. There are advanced fee structures in the assumptions and I think this is really useful for any business looking to create a place for buyers and sellers to come together and transact anything.

15. Professional Services / Agency ($75) - Here you can model out the startup or continuance of a CPA or Law firm as it relates to financial projections, billable hours, and headcounts. This also works great for any kind of consultancy business where there are multiple consultants working under a single brand name. The revenue logic here is super unique and allows for more strategic planning that is more precise than you might see in a typical template.

16. Ad Network ($75) - This is not exactly a 'SaaS' business, but it kind of is because as a network that facilitates/connects buyers and sellers of ads, the way revenue is created is based on the on-going activity of participants that interact with the network. The software that facilitates this makes it fairly close to being in a 'SaaS' category.

17. Bonus template included in the bundle ($75) - customer curve and retention curve model.

18. Bonus template: account executive performance driven model (one-time revenue item quota)

19. Private Golf Course (recurring membership fees) ($125) - I talked to a few operators in order to understand how the fee structures and revenue work. This model gives you all of that logic.

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.

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

All models include three statement connected logic for monthly and annual financial statement forecasting (Income Statement, Balance Sheet, and Cash Flow Statement.

This pitch deck visualization template is included free with the purchase of any template.

You may also find use out of this 3-statement financial model template. It is included in the purchase above.

You can buy all financial model templates and tools from in one large bundle here: (see 'buy in bulk' dropdown at the top of the page there)