Freemium Business Model SaaS Excel Template

Freemium Business Model Highlights Five-year Freemium Business Model Excel for SaaS startups to forecast monthly recurring revenue, churn, bookings, billings, and cost of sales for subscription-revenue businesses with up to three subscription plans. Prebuilt three financial statements – income statement, balance sheet, and cash flow statement – and key SaaS metrics spreadsheet, Saas Pricing Models, summaries, and valuation forecasts. Unlocked – use in Excel or Google Sheets.

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Video tutorial:

I’ve created a Freemium option to the enhanced version of the SaaS financial model with 3 offerings and the ability to plan the contract length (monthly & annual) of each offering.

This Freemium SaaS Business Model template in Excel provides you with a comprehensive plan for early-stage SaaS startups with the Freemium option and allows you to build your own SaaS finance forecast.

Inside of the Freemium SaaS business model, you will find step-by-step instructions with links to input tabs so that you can create your first forecast with ease.

I attempted to make the SaaS model extremely flexible so it can be adapted to numerous types of SaaS startups.

Creating a long-term financial forecast is a time-expensive effort! Don’t reinvent the wheel!

Save your valuable time and considerable effort and use best practice financial models.

What’s inside the model? Who is this for? Who can benefit from the model?

A company that markets a SaaS solution via its website, gets most of its site visitors through online or offline marketing, and then visitors convert to Free and Paid subscribers.

From visitors to sales opportunities, from sales opportunities to Free and Paid users, and finally from Free to Paid subscribers.

Thus, in this SaaS model, the key drivers are:

– marketing budget
– customer acquisition costs,
– conversion rates to free and paid,
– regular price, and
– churn rate…..

The spreadsheet is largely self-explanatory but pop-up comments have been added to input cells to help you better understand the model inputs. These can be accessed by selecting the interested cell.

This model is constantly improved and updated with more metrics, charts, and features.

Freemium SaaS Business Model with 3 tiers (Monthly & Annual Billing) template contains the following:

– Freemium option
– 3 (three) pricing tiers
– monthly contracts
– annual contracts
– Solid headcount planning
– Visibility into “MRR movements”
– Cash-flow planning
– SaaS Metrics and KPIs
– Other Charts

Freemium SaaS Business Model with 3 tiers (Monthly & Annual Billing) template calculates SaaS Metrics to rely on:

– new customers vs. lost customers (churn);
– total number of active users;
– new freemium and paid leads generated;
– churn rate (how many users unsubscribe each month);
– MRR (monthly recurring revenue discussed above);
– average lifetime revenue.
– Based on these metrics, the SaaS model predicts how your business should operate within a forecasted time period.


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