A financial projection template built specifically for
Create financial projections for SaaS based businesses for internal planning,
an investor pitch, or a loan application. Our SaaS template 
can give you a 20 hour head start

Our CPA developed template enables you to create professional projections based on your unique assumptions.

Create investor- and lender-ready projections in hours, not days.

Built for SAAS specifically  — our ProjectionHub software has been used by over 3,000 SaaS businesses to develop financial projections.
Based on this experience we decided to create a customized Excel template that makes creating investor-ready financial projections for SaaS financial models incredibly simple. 
Bill Newsum
Step 1: Purchase and download the template
   After purchase, you will download an unlocked Excel file with a ready-to-usefinancial projection template for your business model
Step 2: Enter your assumptions on the input tabs
The revenue model
  • The revenue model will help you predict revenue from two sources: subscriptions and advertising. The model will first help you predict active users and growth for five years, and then you can set revenue per month per user for each of the revenue categories. 
  • Revenue will automatically be calculated and updated on the financial statements. The revenue model also helps you calculate any per-user expenses.
The operating expense model
  • You will be guided to enter your other expenses in the operating expense model, which includes some suggested line items and amounts to help you get started.
  • This model will populate the expenses and cash flows on the financial statements for you. You can enter your monthly expenses as either fixed amounts or you can set them as a percentage of revenue for variable items like payment processing fees.
  • The first three months of the model are broken out separately so that you can enter start-up expenses.
The general assumptions model
  • The general assumptions model will guide you to enter balance sheet items such as fixed assets, loans, investments, inventory assumptions, and accounts receivable assumptions.
  • The model will have you input some basic data and then it will calculate the difficult things for you: loan amortization, interest expense, depreciation expense, inventory purchases, etc.
The salaries and distributions model
  • The salaries and distributions model helps calculate monthly expenses for salaried employees, including items like employer taxes and benefits. 
  • This model also helps you plan for distributions (dividends, owner draws) made to owners.
Watch a demo of the template
Step 3: The model is automatically updated based on your assumptions
At-A-Glance tab
The At-A-Glace tab shows you a financial snapshot in the form of graphs, charts, ratios, and financial summaries, all ready to be copied into a pitch deck. 
Financial Statement tabs
There are six Financial Statement tabs: the annual formats of the income statement, cash flow statement, and balance sheet, and the month-by-month breakdowns of the same financial statements. Our balance sheets always balance, automatically.
Investor Dashboard tab
The Investor Dashboard tab enables you, a lender, or an investor to see the effect of changing several of the main assumptions of the revenue model (spend per customer, for example).
This tab presents the income statement from your model and a special, modified income statement that updates as you change the major assumptions. This enables you to see how sensitive your model is to certain variables without changing the data you already filled out.

Tables, charts, graphs and dashboards include:

  • Profit and loss at a glance table
  • Use of start-up funds graph
  • Key ratios table
  • ​​Cash generated from operating activities graph
  • ​Investor dashboard
  • ​5 years of monthly and annual income statement, cash flow and balance sheet reports
Step 4: If you need help, we're here
We can fill out or modify any of the templates we sell, and we’re always happy to answer questions.
When you call us, you can speak directly to the developers of the model, not a call center or customer service representative.
Contact us in the most convenient way for you.
We're here to help you
If the model doesn’t work for you, we’re happy to provide a refund.
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Template Bundles available!
   Do you need more than one template? No problem, contact us to get a special offer for template bundles. Click the button below to get more details.
The ProjectionHub Team
Grace Cisna, CPA
Before joining ProjectionHub, Grace served as an auditor for a public accounting firm in Indianapolis. There, she audited start-up tech companies, major regional hospitals, public manufacturers and everything in between.
As an auditor, she gained insinullght to the inner workings of all kinds of business models. Grace is a CPA, has a bachelor’s degrees in Accounting and French and a Master’s of Accountancy all from the University of Iowa, where she also taught introductory accounting classes to undergraduates.
Grace loves to use her accounting expertise to serve as an advisor to her clients, helping them understand what it takes to make a business succeed.
Adam Hoeksema — Co-founder ProjectionHub
Adam is the co-founder of ProjectionHub which is a SaaS web application that helps entrepreneurs create financial projections for their business.
Since 2012, over 40,000 entrepreneurs from around the world have used ProjectionHub to help create financial projections.
Adam also serves as the Executive Director of Bankable. Bankable is a Small Business Administration (SBA) lender that makes loans from $500 to $250,000 to Indiana small businesses that are unable to secure financing from a traditional bank.
Adam has managed the loan program since loan #1 in 2010. Since 2010, Bankable has closed over 1,200 loans totaling over $38,000,000. Adam is an entrepreneur at heart and loves working with entrepreneurs to launch and grow their business.
What others have to say about our templates

“…display our financials in an easily digestible, standard format.

”Initially, Fathom Voice created a complex set of investor documents, but this turned out to be a mistake, as they were not in a standard format for Angel investors. I needed a product that would display our financials in an easily digestible, standard format, ProjectionHub was the perfect solution.”

Bracken Fields
Co-Founder, Fathom Voice

“… helped me tell the story of my business to potential investors

“ProjectionHub built projections for my online platform before I pitched to investors. Their model has everything you need – a full revenue model, models for operating expenses, investments, asset purchases, employee expenses, dividends, etc., which all work together to create your projected financial statements. The final product was easy to read and follow and.”

Lavell Juan
Founder & CEO
Brag House

We are available to help you complete your projections
We'll answer your questions about how the template works
We'll help you customize your template, add a cafe, bookstore, or brewery to your coffee shop
Multi Unit
We'll help you model what it would look like to have multiple locations

The cost of the template is estimated at $ 2000

If you hired a CPA to build this template from scratch it would take at least 20 hours of billable time to build a similar template. At an average hourly rate of $100 per hour it would cost you $2,000.

20 hours X $100 = $2,000 value

But we've already done all the work and you don't need to hire a CPA

Save time & money - get organized with our template!

Get a SaaS template now for $99

The template price: $99 USD
100% money back guarantee if you are not satisfied.
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