SaaS Excel Templates

Financial templates built for software-as-a-service businesses managing subscription billing, ARR growth, and recurring revenue operations.

Balance Sheet Template for Excel
Budget Template for Excel
Business Plan Template for Excel
Cash Flow Template for Excel
Expense Tracker Template for Excel

Get all 14 SaaS templates for $99

Budget, P&L, cash flow, and 11 more — $416 value

Save 76%

SaaS Balance Sheet Template

Track what your SaaS company owns, owes, and is worth — a balance sheet built for subscription businesses with deferred ...

$29

SaaS Budget Template

Plan and track your SaaS company's budget with a template built for recurring revenue businesses — headcount by departme...

$29

SaaS Business Plan Template

A complete business plan template for SaaS businesses and software companies. Model subscription revenue, customer acqui...

$39

SaaS Cash Flow Template

Track when subscription revenue actually lands in your bank account — MRR collections, annual contract timing, refunds, ...

$29

SaaS Expense Tracker Template

Log and categorize every SaaS business expense — cloud infrastructure, payroll, customer acquisition, and SaaS tool spen...

$29

SaaS Financial Model Template

Project MRR growth, model your unit economics, and run a full 3-statement forecast — built specifically for subscription...

$29

SaaS Income Statement Template

A SaaS income statement template with MRR, ARR, cloud infrastructure costs, and the operating expense structure investor...

$29

SaaS Invoice Template

Invoice customers for subscriptions, seat-based licenses, usage overages, and professional services — with a recurring b...

$29

SaaS KPI Dashboard Template

Track every metric that matters for a SaaS business — MRR, churn, LTV, CAC, and NRR — in a single dashboard with pre-bui...

$29

SaaS P&L Template

Track your SaaS company's profitability with a P&L template built around MRR, ARR, and subscription revenue — not a gene...

$29

SaaS Pro Forma Template

Project a SaaS company's MRR and ARR growth, net revenue retention, customer acquisition costs, gross margin, and 5-year...

$29

SaaS Project Budget Template

Plan and track every dollar of a SaaS product launch, major feature release, or platform migration — from engineering an...

$29

SaaS Sales Forecast Template

Forecast SaaS revenue the right way — MRR waterfall, pipeline conversion, churn modeling, and scenario planning in one E...

$29

SaaS Valuation Template

Value your SaaS company using ARR multiples, discounted cash flow, and Rule of 40 scoring — with benchmarks calibrated t...

$29