Description

SaaS Customer Service Software Excel Financial Model

The Startup Excel Financial Model template for SaaS Customer Service Software Excel Financial Projection Template made by Oak Business Consultant features two types of revenue (Platform Subscription packages and Consultancy services) for SaaS Customer Service Software business. The Startup Financial Model will help you to analyze your business, identify drivers for profit and loss, and accurately calculate cash-ins and outs.

The model is very simple, with many details of revenue and expense handled within summary inputs. The SaaS Customer Service Software Financial Model also comes with all relevant assumption cells where users can easily play around with all significant assumptions and see effects on financial statements.

Startup Financial Model Template Objective

This SaaS Customer Service Software Excel Projections aims to help the user in Profitability Planning, Liquidity Planning, Valuation of the Company, and Utilization of funds.

Features

The workbook contains editable real-world revenue and expense figures and comprises the following features:

Inputs

The input tables are an essential feature of the startup Financial Model for SaaS Customer Service Software Excel Financial Model. The whole point of building input is to create a dynamic set of projections about the business. All relevant inputs like Subscription Charges, Consultancy Fees, and Cost of Services are included in the input sheet.

Digital Marketing

This sheet estimates the digital marketing costs across different platforms for each month and the number of new customers.

Revenue Analysis

In this sheet, you will find all the estimated lines of sales. The sheet starts with an input cell for sales growth, the price of services and monthly revenue calculations.

Startup Summary

This sheet provides the amount of funding available and additional requirements for first-year operations.

Depreciation & Amortization

The model also includes monthly depreciation figures for all fixed assets. the amortization of external loans and the number of payments due are also calculated for each month.

Income Statement

We understand the goal of every online business is to make a profit; for that, there must be a mechanism that helps business owners to determine whether they are making profits or otherwise. The P&L gives you complete insights into revenue and operating expenses. The monthly and yearly P&L also contains several graphs, assumptions, ratios, margins, net profit, earnings, cost of services, and profit after tax.

Cash flow Statement

Cash-in and Cash-out are very crucial for online business. We have prepared receivable and payable days to predict Cash activities accurately.
For customer ease, these receivable and payable days are set as Input so that the customer can change them anytime he wants.

Project Evaluation

The sheet contains an analysis of how much your investment will be worth. Here, we have factored all revenues and costs and taken the timing of each cash flow.

Breakeven analysis

The break-even will help you to know the profits generated at the various sales levels. While the safety margin refers to the extent to which the business can afford a decline before it starts incurring losses.

Balance Sheet

Five-year Balance Sheet statement is included in the model with control checks.

Sensitivity Analysis

This sheet shows the performance of the business given different scenarios.

Diagnostic Sheet

This built-in diagnostic tool can quickly gauge the business’s financial performance.

Dashboard

Users and readers respond and process visual graphs better than data. We have used dynamic charting in sheets that are linked to tables. Charts visually track profitability, revenue, cash flow, and other financial metrics.

What makes this model a great buy

Super Flexible

Excel Financial Model is flexible and portrayed in both design and technique and is highly adaptable in the long term. Hence, The Financial Model contains several revenue streams and expenses which might or not come in the future. So, all modifications and scenarios can change in any field successfully.

Simple to Understand

As mentioned above, we left various inputs for the user; however, the model is easy to follow for those who know about finance and those with very limited knowledge of finance.

This Product Includes 1 Excel File