SaaS B2C Financial Model Template

Build detailed financial projections to bolster investor presentations and loan requests. Utilize this customizable Excel template with auto-generated 5-year financial statements, more than 20 charts showcasing essential metrics, and a video guide.

How it works?

Template price: $


  • 5 Year Projected Financial Statements
  • CPA Developed & Completely Customizable
  • Video Guide Included
  • Free Support & Projections Review
  • Compatible with Google Sheets

Our CPA developed SaaS financial model template enables you to create professional projections with your unique assumptions as the foundation.

You’ll have investor- and lender-ready projections in hand in a matter of 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.

Created specifically for SaaS businesses — our ProjectionHub software has been used by over 3,000 SaaS businesses to develop custom financial forecasts and pro formas. With this experience we created a customized Saas Excel template that makes investor-ready financial projections for SaaS financial models incredibly simple to create.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get a SaaS template now for $99

The template price: $



100% money-back guarantee for 30 days!

 Revenue Projection Template Example

Step 1: Purchase and download the template

After purchase, you will download an unlocked Excel file with a ready-to-use financial projection template for your business model. You can also open the file to use in Google Sheets!

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Step 2: Enter your assumptions on the input tabs

The SaaS Revenue Model

  • The Saas revenue model will predict revenue from two sources: subscriptions and advertising. The model will first help you project active users and growth for five years, and then you can set revenue per month per user for each of the revenue categories. Revenue will automatically be calculated and fed into the financial pro formas. The Saas revenue model also helps you calculate any per-user expenses. 

SaaS Operating Expenses

  • The model will prompt you to input your other expenses in the saas operating expense model. Don’t worry, the template includes some industry recommended line items and amounts to help you get started. This model will pass the expenses and cash flows through to the financial statements section for you. Depending on how specific you’d like to get, you can punch in your monthly expenses as either fixed amounts or you can use a percentage of revenue for items that may vary each month like click based advertising. For added Saas startup planning, the first three months of the model are broken out separately so that you can enter start-up expenses. 

SaaS General Assumptions Planning

  • The general assumptions model will take your basic balance sheet items such as fixed assets, loans, investments, inventory assumptions, and accounts receivable assumptions then it will calculate the more complicated things for you such as loan amortization, interest expense, depreciation expense, inventory purchases, etc. 

SaaS Salaries and Payroll Sheet

  • The salaries section will help you calculate any monthly expenses tied to payroll for your SaaS business. Monthly costs including employer taxes and benefits for salaried employees and distributions (dividends and owners draws) to owners.

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

SaaS Financial Snapshot

  • The At-A-Glace tab shows you a nice wrapped up financial snapshot in the form of graphs, charts, ratios, and financial summaries, all ready to be copied into a pitch deck to demonstrate your saas financial model. 

SaaS Financial Pro Forma Tabs

  • There are six Financial Statement tabs that include both the annual and monthly versions of the income statement/profit and loss, cash flow statement, and balance sheet for your SaaS startup. 

Investor Dashboard Tab

  • The Investor Dashboard tab enables you or any prospective shareholder/stakeholder to see the outcomes of changing the main assumptions of the Saas revenue model (active subscriber base for example). This enables you and your stakeholders to see how volatile your model is to certain variables without filling out redundant information. This tab presents the income statement from your model as well as a special, modified income statement that updates as you change the major assumptions.
 Income Projection Chart Example

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
  • For specific SaaS templates, view our enterprise Saas financial projection template or our hardware Saas templates.
  • 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.

For specific SaaS templates, view our enterprise Saas financial projection template or our hardware Saas templates.

Questions? Get in touch.
Contact Us

What ProjectionHub Customers Think

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 template now for $99

The template price: $



100% money-back guarantee for 30 days

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Our Projection Protection Guarantee

Love it or Swap it
If the template you purchase is not the perfect fit, our team will help recommend the right template and swap your template for no extra charge. You can rest assured we'll make sure you are using the right template.
Expert Review
After you fill out your template, you can upload your projections to our team where we will do a complete review and then send you a custom video recording of us providing feedback so you can feel confident your projections are investor & lender ready.
See How
Help as You Go
Our team will be standing by so you can get help as you fill out your projection template. Through email and custom video recordings, we will make sure you understand how to complete your projections.
See How

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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 insight 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.

We are available to help you complete your projections


We'll answer your questions about how the template works


We can help you customize your template, add revenue models, expenses or custom charts, tables and graphs -> with our financial modeling services

Frequently Asked Questions

How To Develop a Financial Model for a SaaS Startup

Our recommended process for developing financial projections for your SaaS startup would start with assumptions to predict the number of visitors / leads that come to your website through organic word of mouth and through paid ads.  From there we would develop assumptions for the conversion rate of leads to subscribers, the membership plan distribution for your active subscribers, and the percentage of members that cancel (churn) each month. 

Should you offer a free demo of your SaaS software?

A free demo does give your sales team the opportunity to talk to potential customers and address their concerns and show the value and ease of use of the software.  At the same time, you can accomplish most of this with a simple set of demo videos as well.  You will need to calculate whether the cost of having a sales person provide live, 1 on 1 demos, will increase your conversion rate enough to warrant having the position instead of simply using a video.  The lifetime value of your customer is also a key consideration to determine whether it is worth hiring for this position.