Enterprise SaaS Financial Planning Template

The Enterprise SaaS is 3 financial statements template based on industry standards for Enterprise SaaS companies. It is ideal for software businesses that sell to large clients and plan their revenue based on each individual customer.

What it includes

P&L, with supporting tables for Revenues and Expenses.

The Revenue table includes a generic list of customers, with supporting tables to exemplify how to build revenue calculations for different types of customers, such as monthly, annual, or transaction-based subscriptions.

The Expenses are broken down into General & Administrative, Sales & Marketing, and Research & Development.

Balance Sheet, with supporting tables for Assets, Liabilities, and Equity.

Cash Flow, automatically calculated based on your P&L and Balance Sheet.

How to use it

After selecting this template, your first step should be to take a few minutes to look at the supporting tables for Revenues, Expenses, Assets, Liabilities and Equity.

The template is completely customizable, so you can change field names, add new line items, and even change formulas to fit it to your financial plan. For example, on the Revenue table, change the customers to your customers, add any additional customers to the list, and add the supporting calculations for each one.

Once you make the modifications and upload your data, you will have your three financial statements ready to go.

Ready to try it out?