Enterprise SaaS Financial Projection Model Template

Buy the Enterprise SaaS financial projection template online at Projection Hub. Our Enterprise SaaS Business revenue model is perfect for internal planning, investor pitches, and loan applications. Purchase the Enterprise SaaS financial projection template from our website today!

How it works?

Enterprise SaaS Financial Projection Model Template

Your investor- and lender-ready projections will be ready to go in hours, not days.

Our CPA developed template enables you to create professional projections based on your unique assumptions.

Create investor- and lender-ready projections in hours, not days.

Built for Enterprise SaaS specifically — our ProjectionHub software has been used by over 3,000 SaaS businesses to develop custom financial projections. Based on that demand we decided to create a customized Excel template that makes creating your own custom investor-ready financial projections for Enterprise SaaS financial models very easy.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get a SaaS Enterprise Software template now for $99

BUY

The template price: $

99

USD

100% money-back guarantee if you are not satisfied.

Step 1: Purchase and download the template

After purchase, you will download an unlocked Excel file with a ready-to-usefinancial projection template for your business model

Get the template

Step 2: Enter your assumptions on the input tabs

Enterprise SaaS Sales Forecast Template

  • This revenue forecast template will help you predict revenue from two sources: software sales or subscriptions and software customizations. The model will first help you predict active customers as a function of sales representative success rate, and then you can set revenue per customer for each of the revenue categories. Revenue will automatically calculate and appear on the financial statements. The revenue model also helps you calculate any labor expenses for software customization. 

Enterprise Software Operating Expenses

  • The operating expense model will walk you through entering your other expenses for an Enterprise SaaS business by providing some suggested line items and values. This sheet will pipe in the expenses and cash flows on the financial statements so you don’t have to. Depending on how specific you want to get, you can enter your fixed monthly expenses or you can set them as a percentage of revenue for variable items. The first three months of the model are broken out separately so you can be really detailed as you plan start-up expenses. 

Enterprise Software Sales General Assumptions

  • The general assumptions tab will help you calculate the difficult numbers like loan amortization, interest expense, depreciation expense, etc and all you have to do is provide the basic balance sheet items such as fixed assets, loans, investments, inventory assumptions, and accounts receivable assumptions. 

Enterprise Saas Salaries and Distributions

  • The salaries and distributions model calculates monthly expenses tied to salaried employees, including employer taxes, benefits, and other payroll costs. This model also helps you create a plan for distributions (dividends, owner draws) made to owners.

Step 3: The model is automatically updated based on your assumptions

Enterprise Saas At-A-Glance Tab

  • The At-A-Glace tab shows you the financial summary based upon all the info you have provided and the items calculated wrapped up in the form of graphs, charts, ratios, and financial summaries. All ready to be copied into your pitch deck. 

Financial Statement Tabs

  • There are six Financial forecasts: the annual formats of the income statement/profit & loss, cash flow statement, and balance sheet, as well as the month-by-month breakdowns of each. 

Investor Dashboard Tab

  • The Investor Dashboard tab provides an interactive tool that enables you, a lender, or an investor to play with the main assumptions of the sales forecast model so you can see how sensitive your projections are. This tab also presents the income statement from your model along with a modified income statement that updates as you manipulate the major assumptions. 

Tables, charts, graphs and dashboards include:

Tables, charts, graphs and dashboards include:

  • Profit and loss at a glance table
  • Use of start-up funds graph
  • Key ratios table ​​
  • Cash generated from operating activities graph
  • ​Investor dashboard ​
  • 5 years of monthly and annual income statement, cash flow and balance sheet reports
  • Profit and loss at a glance table

  • Use of start-up funds graph

  • Key ratios table

  • ​Cash generated from operating activities graph

  • Investor dashboard

  • 5 years of monthly and annual income statement, cash flow and balance sheet reports

Step 4: If you need help, we're here

We can fill out or modify any of the templates we sell, and we’re always happy to answer questions.

When you call us, you can speak directly to the developers of the model, not a call center or customer service representative.

Contact us in the most convenient way for you. We're here to help you

If the model doesn’t work for you, we’re happy to provide a refund.

You may also like these templates

The ProjectionHub Team

Grace Cisna, CPA

Before joining ProjectionHub, Grace served as an auditor for a public accounting firm in Indianapolis. There, she audited start-up tech companies, major regional hospitals, public manufacturers and everything in between.

As an auditor, she gained insinullght to the inner workings of all kinds of business models. Grace is a CPA, has a bachelor’s degrees in Accounting and French and a Master’s of Accountancy all from the University of Iowa, where she also taught introductory accounting classes to undergraduates.

Grace loves to use her accounting expertise to serve as an advisor to her clients, helping them understand what it takes to make a business succeed.

Adam Hoeksema — Co-founder ProjectionHub

Adam is the co-founder of ProjectionHub which is a SaaS web application that helps entrepreneurs create financial projections for their business.

Since 2012, over 40,000 entrepreneurs from around the world have used ProjectionHub to help create financial projections.

Adam also serves as the Executive Director of Bankable. Bankable is a Small Business Administration (SBA) lender that makes loans from $500 to $250,000 to Indiana small businesses that are unable to secure financing from a traditional bank.

Adam has managed the loan program since loan #1 in 2010. Since 2010, Bankable has closed over 1,200 loans totaling over $38,000,000. Adam is an entrepreneur at heart and loves working with entrepreneurs to launch and grow their business.

What others have to say about our templates

We are available to help you complete your projections

Troubleshoot

We'll answer your questions about how the template works

Customize

We'll help you customize your template, add a cafe, bookstore, or brewery to your coffee shop

Frequently Asked Questions

How To Develop an Enterprise SaaS Financial Model

In order to develop an Enterprise SaaS financial model or our hardware SaaS subscription revenue model template we typically start with the number of sales people or business development people that you have on staff and then assume that each person will be able to connect with X number of new customer leads each month.  From there, we assume a closing rate % from lead to customer.  Next we need to make assumptions about the average monthly spend per customer, the growth in monthly spend per customer, and your customer retention.  These assumptions can form the base of your financial model for an enterprise software business. 

What are the key Enterprise SaaS metrics?

According to builtin research, some of the most important metrics are Net New Annual Recurring Revenue; Customer Acquisition Cost (CAC) Payback Period; Lifetime Value (LTV)/ CAC Ratio; Net Revenue Retention.

What is the most important Enterprise SaaS metric?

It is difficult to pick a single SaaS metric, but if forced to pick, I believe that your churn rate is the most important.  Your churn rate is the percentage of subscribers that cancel their subscription in a given period of time.  If you have a high churn rate, it likely indicates that customers don’t value your product which means you are simply swimming upstream.  You should continue to improve your product and listen to customer feedback until you can get your churn rate down to an industry average level.  If you can’t, your product is unlikely to succeed in the long term. 

The cost of the template is estimated at $ 2000

If you hired a CPA to build this template from scratch it would take at least 20 hours of billable time to build a similar template. At an average hourly rate of $100 per hour it would cost you $2,000.

20 hours X $100 = $2,000 value

But we've already done all the work and you don't need to hire a CPA

Save time & money - get organized with our template!

Get a SaaS Enterprise Software template now for $99

BUY

The template price: $

99

USD

100% money-back guarantee if you are not satisfied.

?