# SaaS Forecasting Tool

Financial model template for a SaaS or subscription business for consumer, SMB, midmarket, or Enterprise SaaS.

4.9(68)9,260 downloads

SaaS Forecasting Tool by Foresight - Google Sheets - 23 September 2022

## 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](https://www.hemrock.com/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](https://www.hemrock.com/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](https://www.hemrock.com/docs/ai?template=saas), paste into Claude or ChatGPT before any change
- [MCP server](https://www.hemrock.com/mcp), connect Claude Desktop or Claude.ai

## Documentation

- [SaaS revenue modeling](https://www.hemrock.com/docs/saas-standard)
- [Revenue modeling](https://www.hemrock.com/docs/revenues)
- [Deferred revenue](https://www.hemrock.com/docs/deferred-revenue)

## Ratings

This modelAll startupAll products

4.9(68 ratings)

5 93%

4 4%

3 1%

2 0%

1 1%

## 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.”

Aaron Vidas· CEO, StrategyBox

> “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.”  
Aaron Vidas· CEO, StrategyBox

Pay what you want

$20 suggested, but "0" is ok. All donations appreciated.

$USD

Buy

Instant Access

Download to Excel or Copy to Google Sheets

Easy to customize with your AI

Free email support

[Inside the model · 8 sheets · 4 sections→](https://www.hemrock.com/saas-forecasting-tool/structure)  
[License](https://www.hemrock.com/license) and [Terms](https://www.hemrock.com/terms) apply on all purchases, services, and courses.