Google Sheets +Â Excel Template
Spreadsheet Only
For users who sign up and convert to a subscription without the need of a sales team (for example, a platform like Netflix).
This model uses a paid marketing budget and organic traffic to scale the sign ups to the platform. You'll be able to track KPIs such as Cost of Acquisition, Landing Page Conversion, and Sign Up to Paid Conversion.
For companies that collect leads on their website,
and then move them to conversion with a sales team.
This model allows you to estimate the cost per lead, your sales commissions, as well as how many inbound sales agents you need to manage your deal flow.
For companies that have business development agents
reaching out to customers directly
This model allows you to estimate the scaling of your sales organization,
‍leads per agent, salary and benefits, and sales commissions.
Custom SaaSÂ Dashboards to track MRRÂ and churn metrics every month.
Color-coded sheets that cover the basic expense and revenue categories for any financial model.
Estimate equity and convertible note rounds of funding, from Pre-Seed to Series C.
A complete knowledge base, and phone support available from our financial analysts.
