Freemium SaaS Financial Projection Model

Develop comprehensive financial projections essential for investor pitches, loan applications and more. This fully editable Excel template comes with automatically generated 5-year financial statements, over 20+ charts and key 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 very own experienced CPA created this custom projections excel template so that you can build your own investor and lender ready projections.

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.

Developed for Freemium SaaS businesses specifically, the ProjectionHube software has helped over 40,000 businesses generate reliable forecasts. Given that experience, we decided to create this do-it-yourself excel template that is very simple to use.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get a Freemium 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!

Download Now

Step 2: Enter your assumptions on the input tabs

Freemium SaaS Revenue Prediction Model

  • The revenue model will allow you to estimate income from two sources: subscriptions and advertising. First, the model will help you predict active users and growth for five years as a function of conversions from a free trial, and then you can set revenue per month per user for each of the revenue categories. ​Revenue will automatically be calculated and updated on the financial statements. The revenue model also helps you calculate any per-user expenses. 

Freemium SaaS Overhead Expenses Sheet

  • After you enter your other expenses in the operating expense model, which starts with some suggested line items and values to get the ball rolling. Expenses and cash flows will be passed through and populated on the financial statements for you. You can enter your monthly expenses as either fixed amounts or variable amounts if you have any costs you anticipate may fluctuate month to month.

Freemium General Assumptions

  • The general assumptions model is special because after providing just some basic balance sheet value such as fixed assets, loans, investments, inventory assumptions, and accounts receivable assumptions - the model will then calculate loan amortization, interest expense, depreciation expense, inventory purchases, etc for you. 

SaaS Freemium Salaries Sheet

  • The salaries sheet will calculate monthly expenses connected to salaried employees, including items like employer taxes and benefits but it will also help plan for any owner payment methods such as owner draws.

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

Freemium SaaS Overview

  • The At-A-Glace tab will show you a financial encapsulation in the form of several data visualizations and financial summaries, all ready to be copied into a pitch deck. 

Financial Pro Forma Tabs

  • There are six different Financial Statement tabs that are generated: the income statement, cash flow statement, and balance sheet in both the annual and the month-by-month breakdowns. And don’t worry, our balance sheets always balance.

Investor Dashboard Tab

  • The Investor Dashboard tab is built so that you or any prospective investors or lenders can see the results of changing several of the main assumptions of the revenue model. This tab also presents a modified income statement that updates real time as you change the assumptions. This enables you and your stakeholders to see how volatile your projections are based upon your assumption scenarios.
 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
  • 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.

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 Freemium 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 Freemium SaaS Financial Model

For a freemium SaaS business, our financial projection template follows the following structure.  We estimate an advertising cost to acquire a free trial signup, estimate a conversion rate % from free trial to subscriber, estimate a breakdown of different subscription levels that active customers will fall into, and estimate a churn rate of subscribers to serve as the base model structure for your financial model. 

What are the key metrics for freemium SaaS businesses?

For a SaaS business with a free trial offering, the most important metrics are your conversion rate from free trial to subscriber, your churn rate, the cost to acquire a free trial user, and the lifetime value of a subscriber. 

Should I offer a free trial of my SaaS software?

If your software is easy enough and quickly able to provide clear value, then a free trial offering may make sense.  If your customers are going to need training and support on the software, it may be important to have the customer commit to the software by paying upfront.  If you offer enterprise level software that will require significant setup and training before the customer sees value a free trial is unlikely to be successful and may actually hinder your conversion rate to a paying customer because the software may overwhelm the potential customer in the free trial period.