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SaaS Forecasting Tool

34 ratings
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SaaS Forecasting Tool

34 ratings

Simple and flexible tool for forecasting SaaS and subscription revenue models.

The SaaS Forecasting Tool is a spreadsheet financial model template for a SaaS or subscription business for consumer, SMB, midmarket, or Enterprise SaaS. The model uses operational assumptions - growth rates, churn rates, average subscription, and more - and creates a revenue forecast plus SaaS reports such as MRR and ARR.

Walkthrough

Highlights

Forecast a SaaS or subscription business for consumer, SMB, midmarket, or Enterprise SaaS-style businesses. It takes business assumptions as inputs (future growth rate, churn rates, etc.), and builds out a full set of SaaS metrics (MRR, LTV, etc.) forecasted into the future. Calculates bookings, billings, revenues, and deferred revenues using assumptions for revenue per subscriber, contract length, billing cycle, likelihood to close, start date, and churn.

It intentionally simplifies the business down to key inputs, and by default does not include expenses and a calculation of net income.

For financial statements and full financial reporting, including full support for SaaS and subscription businesses, check out the Standard Financial Model.

One-time donation or purchase and free access to updates

Model is one .xlsx Excel file or Google Sheets Workbook and is downloaded or accessed immediately. No macros or VBA used. Can be used in Excel, Google Docs, and many other spreadsheet programs. Email or book a call for support anytime. One time purchase, updates automatically distributed for free.

Download immediately and anytime.

You will have the option to download a Microsoft Excel .xlsx file and copy a Google Sheet file immediately after purchase or submission or your email, and anytime through the link in your email receipt, as well as by logging into my transaction provider at Gumroad and creating an account.

Live outside the USA? Purchasing power parity discounts are automatically applied in your cart if applicable.

Use in any recommended spreadsheet program.

Foresight's spreadsheet models can be used in both Excel and Google Sheets interchangeably; simply upload the Microsoft Excel model template from Foresight into Google Sheets, or download the Google Sheets to Excel, and everything will structurally work fine.

The models are originally built in Google Sheets, and the formatting is a bit better in Google Sheets; in Excel you may want to adjust the row spacing, fonts, and chart formatting to get the aesthetics you want.

Your payment is secure.

We accept credit cards, debit cards, and PayPal. The transmission of your billing information is encrypted using secure socket layer technology (SSL/TLS) and will be processed by Gumroad. Foresight does not have access to your payment details (why it's safe).

You'll get a payment receipt by email immediately after purchase. Note, you will see Gumroad, not Foresight, on your payment card or PayPal statement.

Legal

By purchasing or downloading, you agree for Foresight to contact you by email with advice on financial modeling and promotional offers (you may unsubscribe anytime), and you hereby accept the License Agreement. The Terms of Service and Privacy Policy are also available on the website.

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Upgrades, downgrades, and refunds

Exchange: I offer exchanges for similar-priced models if we determine that a different model is a better fit based on your needs. Contact me and we can figure out if a different model would be a better fit.

Upgrade: If you find that you need more detail or structure from a more advanced model, you can apply your purchase towards a more advanced model. The structures are fairly consistent so it's usually fairly easy to take any inputs from your existing Foresight model and use it in a more advanced model. Just contact me for details.

Downgrade: I offer downgrades to a less advanced model if the model you purchased is more than you need. Contact me to learn more about downgrades and see if a less advanced model would be a better fit for you.

If you have any questions about the applicability of the models for your business or questions about the models, contact me anytime for a chat or a demo.

Refunds: I accept refunds on a case-by-case basis.

Financial modeling can be a complicated thing; I've worked hard to make the models as easy to use as possible, but this is a fundamentally hard thing, and almost without fail, with a little hand holding and direction I am able to successfully guide people on how to use the model to fit what they need.

If you have an issue, and you reach out within one month from purchase, I will first work to see if an exchange, upgrade, or downgrade to a different model is a better fit for your needs. If a different model is not a fit, and we've discussed how the model is not a fit for your business, then I will process a refund.

If you have any questions about the applicability of the models for your business or questions about the models, contact me before purchase, and you can explain a bit about what you're looking to accomplish and I'll help figure out if the models are a good fit for you. If you're looking for more information not covered online, I am also generally happy to do an online demo or discuss the applicability in more detail.

Last updated Sep 20, 2024

Access
Lifetime
Format
Microsoft Excel and Google Sheets
Unlocked
No locked cells, no macros
Updates
Free
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Ratings

4.9
(34 ratings)
5 stars
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4 stars
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3 stars
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2 stars
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1 star
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