A free, 3-statement financial model template tailor-made for SaaS
The three-statement financial model provides the foundation for financial reporting for any business. It provides a comprehensive view of the financial health of the business, supports strategic decision-making, and helps ensure compliance. With our integrated, easy-to-use Google Sheet financial statement template for SaaS, you can quickly and easily build a three-statement model to support your core reporting.
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Finally! An easy-to-use financial model template purpose-built for SaaS
Our 3-Statement template is an intuitive and easy-to-use template that dynamically connects all three of your core financial statements – income statement (P&L), balance sheet, and statement of cash flow. Simply input your actuals to instantly generate a reliable and detailed three-statement model. Our template is flexible, too. You can easily change the assumptions to customize the template to fit your needs. With all the linkages built in, any changes in your assumptions for one statement will automatically carry through to the others.
Here’s what you’ll find inside:
Key Assumptions you’ll use in your model.
Automatic calculation of your gross margin, EBITDA margin, and net income margin on the income statement.
A built-in pass/fail check to ensure assets always equal liabilities plus equity in the balance sheet.
AP and AR forecasted using the DSO/DPO method.
Key SaaS metrics, such as gross margin, DSO, and DPO are automatically calculated.
A dashboard that illustrates your financial performance with a revenue to net income waterfall chart and important trends in your business.
Easily build a connected 3-statement model for financial planning & analysis
Simplify your financial reporting with our financial statements template
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