Financial model template for a SaaS or subscription business for consumer, SMB, midmarket, or Enterprise SaaS.
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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.
Forecast a SaaS, subscription, or services business. Two modes:
Either way, outputs MRR, ARR, bookings, billings, revenue, deferred revenue, and LTV. Intentionally simple. No expenses, no income statement. Just the revenue side, clean.
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.
Cells open. Inputs in blue, formulas in black. Built to be edited.
“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.”