SaaS Forecasting Tool
SaaS Forecasting Tool
Financial model template for a SaaS or subscription business for consumer, SMB, midmarket, or Enterprise SaaS.
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$20 suggested, but "0" is ok. All donations appreciated.
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Highlights
Forecast a SaaS, subscription, or services business for consumer, SMB, midmarket, or enterprise-style companies. Supports two modes: aggregate forecasting from growth and churn assumptions, or pipeline-based forecasting where you list specific deals with size, contract length, billing cycle, close probability, start date, and expansion.
Outputs a full set of SaaS metrics (MRR, ARR, LTV) and revenue accounting (bookings, billings, revenue, deferred revenue). Intentionally simplified — no expenses, no net income.
For financial statements and full reporting, use the Standard Financial Model.
What you'll do with it
Forecast a SaaS, subscription, or services business. Two modes:
- Aggregate. Inputs for growth rate, conversion, churn, contract length, billing cycle, revenue per subscriber. Best for consumer, SMB, or midmarket SaaS where revenue comes from statistical churn across many users.
- Pipeline-based. List specific customers and contracts, each with size, contract length, billing cycle, close probability, start date, expansion, and churn. Best for enterprise SaaS, services, consulting, and agencies, where revenue depends on a small number of large contracts.
Either way, outputs MRR, ARR, bookings, billings, revenue, deferred revenue, and LTV. Intentionally simple. No expenses, no income statement. Just the revenue side, clean.
When to use this vs. the Standard Financial Model
Focused tool for SaaS and enterprise revenue mechanics. If you need full financial statements, expenses, hiring, and cap table, use the Standard Financial Model. Same revenue logic plus everything else.
Edit with AI
Cells open. Inputs in blue, formulas in black. Built to be edited.
- Context primer, paste into Claude or ChatGPT before any change
- MCP server, connect Claude Desktop or Claude.ai
Documentation
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Reviews
“Taylor's SaaS model has helped me quickly and easily build a financial model. It allowed me to easily capture the assumptions about my business model and discuss them with my investors. Allowing me to close a high six-figure seed round in record time.”
“Taylor's SaaS model has helped me quickly and easily build a financial model. It allowed me to easily capture the assumptions about my business model and discuss them with my investors. Allowing me to close a high six-figure seed round in record time.”
$20 suggested, but "0" is ok. All donations appreciated.
Instant Access