Financial Planning Template for SMB SaaS

The SMB SaaS is 3 financial statements template based on industry standards for software as a service companies that serve small businesses or consumers. It is ideal for you if you charge fees based on subscription tiers.

What it includes

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

The Revenue table includes logic to calculate your revenue based on new customers, churn, and price for your different subscription tiers. It also includes a supporting Customer Acquisition table to track your marketing funnel metrics.

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 field names to your subscription tiers and add any additional ones you might have.

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

Ready to try it out?