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Inside the SaaS Forecasting Tool

Sheet-by-sheet reference: every input, formula, and output. Use this to scan the model before purchase, or as a cell-level reference when editing with AI.

8 sheets4 sections

How to read this

Cells are referenced by R<row>/<column><row> notation. R9/E9 means column E, row 9. R38–R45 is a block of inputs spanning those rows. Multi-column ranges like D39–J39 mean the same row across several columns. Types: INPUT = user-edited, FORMULA = calculated, DROPDOWN = select from list.

SaaS Forecasting Tool — Sheet Map

Sheets (8)

README, License, Disclaimer, Get Started, Key Reports, Forecast, Enterprise SaaS, Changelog

Get Started (B1:F29)

Row Label Type Default
R6/D6 Company Name INPUT "Company"
R7/D7 Currency INPUT "$"
R8/D8 First forecast date INPUT (date) Apr 2026
R9/D9 Fiscal year end INPUT (date) Dec 2026
R12/D12 Avg Revenue per Subscriber/month INPUT ($) $30
R13/D13 Gross Margin % INPUT (%) 87.5%
R14/D14 CAC per new subscriber INPUT ($) $25
R15/D15 Retention cost per renewed sub INPUT ($) $5
R16/D16 Deferred Revenue beginning INPUT ($) $0
R19/D19 Date to start growth INPUT (date) Apr 2026
R20/D20 Subscriber label + first month count INPUT "Subscribers", 25
R21/D21 Subscribers beginning of month 1 INPUT (#) 0
R22/D22 Baseline growth rate INPUT (%) 10%
R23/D23 Growth rate decline per month INPUT (%) -5%
R24/D24 Churn rate per period INPUT (%) 5%
R25/D25 Reactivation rate INPUT (%) 0%
R26/D26 Contract cycle months INPUT (#) 12
R27/D27 Billing cycle months INPUT (#) 12

Forecast (B1:BO78) — Aggregate Mode

Timescale (R4-R12): Period, date, FY, quarter — all FORMULA

Assumptions (R15-R31): Mirror of Get Started inputs — FORMULA references

Subscribers (R33-R43):

  • R34: Subscribers beginning of month (FORMULA)
  • R35: Not up for renewal (FORMULA)
  • R36: New during month (FORMULA)
  • R37: Renewed during month (FORMULA)
  • R38: Churned during month (FORMULA)
  • R39: Reactivated (FORMULA)
  • R40: End of month (FORMULA)
  • R41: Up for billing (FORMULA)
  • R42: Growth rate new subs (FORMULA)
  • R43: Growth rate total subs (FORMULA)

Revenue (R45-R49):

  • R46: Revenues (FORMULA: avg rev * ending subs)
  • R47: Marketing Spend (FORMULA: newCAC + renewedretention)
  • R48: Billings (FORMULA: billing cycle logic)
  • R49: Deferred Revenue (FORMULA)

MRR (R51-R58):

  • R52-R57: Beginning, Existing, New, Renewed, Churned, Reactivated MRR (all FORMULA)
  • R58: Ending MRR (FORMULA)

Outputs (R60+): Annual summaries, unit economics — FORMULA

Enterprise SaaS (B1:BT45) — Pipeline Mode

Per-client rows (R17-R30, INPUT):

Column Purpose
B Client name
D % Likelihood to Close
E $ Total Contract Value
F Contract Cycle (months)
G Billing Cycle (months)
H Start Date
J % Revenue Churn or Expansion at end of cycle

Calculated rows:

  • R33: New Clients (FORMULA)
  • R34: Clients end of period (FORMULA)
  • R36: Bookings (FORMULA: TCV * probability)
  • R37: Billings (FORMULA: billing cycle)
  • R38: Revenues (FORMULA: recognition)
  • R41-R44: Deferred Revenue schedule (FORMULA)

Key difference from Standard Model

No expenses, no financial statements, no balance sheet. Revenue-only tool. Two modes (Aggregate on Forecast, Pipeline on Enterprise SaaS) — use one at a time.

Ready to put this to work?

View the SaaS Forecasting Tool