Financial Model for a SaaS Business

With this Excel template, you can easily build a financial plan for a Software-as-a-Service business. Simply enter your assumptions into the yellow cells to get a complete financial plan.

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Its unique benefit is the One-Screen-Assumptions-Page. While you enter your assumptions, you can observe the impact on the same screen. This enforces intuitive modeling and makes financial planning much easier!

All three statements for income, cash flow, and balance are created automatically. This model works best with MS Excel, as Excel provides formula protection and amazing charts.

It can also be used with Google Sheets, but some functions (cell protection and some charts) are not supported.

Benefits and Features

  • 5-year Income, Cash Flow, and Balance Statements
  • One-Screen-Assumptions-Page for intuitive modeling
  • Fee model with 3 subscriptions and 3 in-app purchases
  • Professional plan to convince investors and financiers
  • Important key performance indicators like MRR, CAC, ULTV, COGS, EBITDA, Churn, and much more.
  • Protected Formula Cells
  • No macros were used, so no problems from this side
  • You can edit and change the whole model
  • Multiple Charts
  • Easy-to-use
  • Save valuable time and create your plan in 1 or 2 hours
  • Intuitive Modelling Experience
  • Video Tutorial
  • Perfect for Beginners and Pros
  • Built 2022 by Peter Graf
  • Download now for $ 99

Click on the button to get to the order page

How to Build a Financial Plan with Finmods SaaS

Peter is a solopreneur in Salzburg, Austria, a husband, and a family father. He runs a little publishing company, and blogs about starting and running online businesses. In his spare time, he enjoys hiking with friends and reading the Bible, and sometimes he takes a trip in his roaring old black 2001 Jaguar XJ8.

4 thoughts on “Financial Model for a SaaS Business”

  1. Peter, why is it so difficult to find a link to purchase your products!? Why would you put so much time into diligently creating all these amazing models and promoting them on indie hackers and youtube, but not ensure a potential customer can easily find a link to buy?

    For example, why does only one of the following pages have a buy link? In fact, why are there two pages? Why does your youtube video promoting this product not link to the one page that has a buy button? This is perplexing, I can’t get my head around it. Great product, but absolutely maddening to try and find out a page that actually has a price and a button to buy anything!

    https://finmods.com/food-delivery-platform/
    https://finmods.com/financial-model-food-delivery-platform/

    Reply
  2. hold on, now I see it – there might be a problem with the embedded gumroad buy button. It wasn’t displaying until after I left a comment. I see someone else on IndieHackers is asking how to purchase so I don’t think it was just me who couldn’t see it. All the best!

    Reply
    • Jim, I thank you so much for your feedback! I will check this bug out asap. The crazy thing is, that on my mac, on my iPhone, on all my computers, it works. But there is a bug and I have to fix it. THANK YOU for your persistance! Cheers, Peter

      Reply

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