Testimonial
"Coefficient's Google Sheets templates are the next step in spreadsheet evolution–connected spreadsheets. Connected sheets mean faster, better, and more accurate analysis by everyone–especially if you can't code!"
Evan Cover
Director, BI Engineering and Governance, Klaviyo
Table of Contents
Benefits of Tracking SaaS Financial Model Metrics in the Template
This template unifies your key metrics from GA4, HubSpot, Chargebee/Stripe, and Quickbooks, providing a comprehensive view of your business’s performance. Gain valuable insights to refine your strategies and drive sustainable growth.
- Segment Channel Performance – Track month-over-month web visitors, signups, MQLs, SQLs, opportunities, and trials, segmented by organic and paid channels. This granular data helps you refine your marketing strategy and allocate resources effectively.
- Pinpoint Funnel Bottlenecks – Monitor SQLs, Opportunities, and Trials by Organic and Adwords to identify bottlenecks and optimize your conversion funnel for sustainable growth.
- Forecast Long-term Health – Understand the true cost of acquiring a customer and forecast your company’s long-term financial health by tracking Total New Customers alongside revenue and expenses.
Advantages of Tracking Your SaaS Financial Model in Spreadsheets
This template eliminates manual data entry by connecting directly to your core systems, ensuring your insights are always current. Leverage the flexibility and familiarity of spreadsheets to create customized models and collaborate with your team.
- Tailor to Your Needs – Tailor the model to your specific business needs and easily integrate data from a variety of sources, thanks to the unparalleled flexibility of spreadsheets.
- Visualize Potential Outcomes – Transform your data into actionable insights with powerful visualizations and built-in formulas. Run scenarios and see the potential impact of decisions before making them.
- Unite Your Team – Foster a data-driven culture across your organization by sharing your model and collaborating with your team using a widely adopted tool like spreadsheets.
Download Your Free SaaS Financial Model Template Now
Take control of your company’s financial future. Download Coefficient’s free SaaS Financial Model Template for spreadsheets and start forecasting your growth today.
