SaaS + Free Trial Subscription Financial Model Template Spreadsheet

Generate high quality financial projections for your free trial based SaaS business as you plan your business launch or prepare for a funding pitch. Our template is intuitive and powerful it can give you up to a 20 hour head start.

How it works?

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 free trial based 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 Free Trial Based SaaS template now for $99


The template price: $



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

Free Trial Based 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. 

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.

Free Trial SaaS 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 + Free Trials 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

Free Trial Based 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.

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.

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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 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


We'll answer your questions about how the template works


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

Frequently Asked Questions

How To Develop a Free Trial SaaS Financial Model

For a free trial 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 free trial 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. 

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 Free Trial Based SaaS template now for $99


The template price: $



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