SaaS Financial Projection Templates

Our SaaS financial modeling templates are perfect for raising investment (pre-seed, seed, and Series A). Our team has created SaaS business financial model templates to give you reliable projections quickly and at an affordable price. Discover the benefits of SaaS financial modeling templates from ProjectionHub today!

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CPA Developed and Easy to Use SaaS Projection Templates

Our templates are perfect for raising investment (pre-seed, seed, and Series A) when you need reliable projections quickly at an affordable price

B2C SaaS

Used for new or growing SaaS startups that sell to consumers or SMBs.

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B2B / Enterprise SaaS

Geared towards enterprise and B2B SaaS startups. Revenue model includes a sales team and allows for SaaS revenue as well as professional services revenue for advanced setup and configuration services

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SaaS Free Trial

This template is focused on software companies that plan to onboard users through a free trial of their software with hopes of converting them to a premium subscription.

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Hardware + SaaS

The Hardware + SaaS template allows you to predict sales and profitability through your primary income generators of hardware sales as well as companion (or standalone) software subscriptions

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Mobile and Web App

The mobile and web app financial projection template will help users to project revenue and profitability from subscriptions, in-app purchases, as well as advertising business models

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What's Inside Each Template?

  • Start Assumptions Input tab- Users provide information like projection start date, startup costs, and capital sources
  • Revenue Input tab - Users input information into the industry specific tab that will calculate their estimated revenue as well as their cost per sale or cost of goods sold
  • Operating Expenses tab - Users input their monthly operating expenses in categories as fixed amounts or as variable expenses
  • Salaries & Owner Draw tab - Users can input any salaried employees, planned future hires, and owner compensation
  • At-a-glance tab - This tab displays different charts, graphs, and tables that show things like break even, important ratios, revenue trends, use of funds, and more
  • Income Statement, Balance Sheet, and Cash Flow statement 5 year Annual summary
  • Income Statement, Balance Sheet, and Cash Flow statement 5 year Monthly Breakdown

How do the Projection Templates work?

Select your industry

Browse the list of 80+ CPA developed financial projection templates to find your industry. Don't worry, if you don't see your industry listed or the one you purchase isn't the best fit, we'll help you find the right template and swap it for no extra charge!

Industry Specific Financial Projection Templates
 Income Statement Projection Template

Fill out your projection template

Every template organizes the information into a few tabs, and all of the cells where your numbers are needed are highlighted to guide you along. Our team is standing by to offer help as you go.

Financial Projection Template Review

Expert CPA Review

After you enter your information into the template, you can upload your file to our team and get a custom video of our experts walking through your projections with feedback so you can be sure they are ready.

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Need help with anything?

We're here to help with any questions you have about the templates included, support, or anything else we can answer for you.

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