Templates

  • Transform your agency's financial planning. Predict monthly retainer and project revenues with customizable revenue inputs. Visualize key revenue metrics with built-in charts for a more profitable future!
  • Forecast capital expenditures & boost financial planning with this dynamic model. Calculate depreciation and net PP&E easily using headcount data. Optimize your CapEx planning now!
  • Boost your SaaS or subscription business profitability. Easily calculate customer lifetime value and acquisition costs to make data-driven decisions for marketing and sales strategies and optimize your ROI.
  • Boost your subscription-based business with our Cohorts, Churn, and Retention Analysis Template. Calculate customer cohort retention and revenue, and track user retention for better insights and to gain a competitive edge!
  • Start modeling your business's financial performance with ease, and adapt it for any type of business to get ahead of the competition. Plus, get actuals and assumptions sheets, and a dashboard to visualize key metrics!
  • Choose from two revenue models and visualize your metrics with easy-to-read charts. Plan your operations, make informed decisions, and take control of your e-commerce business's financial planning to stay ahead of the competition!
  • Take control of your marketplace business finances, forecast your revenues and expenses, and track your financial performance with ease. With a customizable dashboard and separate Assumptions and Actuals sheets, you can easily stay organized and make informed decisions.
  • Take control of your Marketplace business with the powerful Revenue Forecasting Tool. Accurately forecast future revenues and visualize key metrics with customizable charts to make informed decisions for your business!
  • Take control of your business's growth with the MRR Reporting Template. Forecast your monthly recurring revenue, track your revenue streams, and make data-driven decisions. Integrate your payment provider and unlock powerful insights today!
  • Transform your financial modeling game with our customizable P&L statement template for SaaS. Streamline your revenue and expense tracking and analyze key metrics on a user-friendly dashboard!
  • Maximize your SaaS business revenue. Choose from two revenue models, visualize metrics with charts, and make informed business decisions for your future success!
  • Optimize your financial forecasting. Forecast software and license expenses based on headcount for the next 5 years with customizable settings, pre-built revenue models, and comprehensive financial statements to take control of your finances.
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