Get the marketing budget or win the client of your dreams
with our comprehensive and easy-to-use financial model.
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The model is user-friendly and intuitive. Start by entering your company's basic information, then move on to defining your goals, marketing channels, staff, and revenue projections. The model will automatically generate charts and dashboards based on your input.
Watch our walkthrough video to see all features and the great design of the financial model template.
Stop hoping for a better budget.
Start winning with numbers.
Streamline your marketing activities and prepare strategic steps for sustainable growth with the model’s step-by-step design.
Enter your company's basic information of your business plan, e.g. Company Name, Baseline Metrics, Plans & Pricing, Channel Grouping, Customer Breakdowns
Define Your Goals & Definitions: Set your Big Hairy Audacious Goals (BHAGs) and align your team on the metrics."
Record your marketing channels, visitor counts, and free trial numbers. Add your projected Revenue Per Marketing Source for the coming 2 Years
Plan your staffing needs, including number of employees and salaries to get an overview of each department cost
Make assumptions for your revenue model, such as customer and MRR growth per plan.
Automatically generate dashboards you can use in your presentations based on your input.
This is where you lay the groundwork for your financial model. Enter your company's basic information, such as the name, baseline metrics, plans and pricing, channel grouping, and customer breakdowns. This information will serve as the foundation for the rest of your financial planning.
Set your Big Hairy Audacious Goals (BHAGs) in this section. These are the ambitious, long-term goals that you want your company to achieve. You can also align your team on the definitions of your lead stages, ensuring everyone is on the same page when it comes to tracking progress and measuring success.
Record all your marketing channels, visitor counts, and free trial numbers in this section. This data will help you understand where your leads and customers are coming from, allowing you to optimize your marketing efforts. You can also add your projected Revenue Per Marketing Source for the coming 2 years and Organic traffic growth rate.
Plan your staffing needs in this section. Enter the number of employees you plan to have, their salaries, and other related costs. This will help you forecast your HR expenses and plan your hiring strategy.
Make assumptions for your revenue model in this section. You can project customer growth, Monthly Recurring Revenue (MRR) growth, and other key financial metrics. This will help you forecast your revenue and plan your budget.
This section is automatically generated based on your input in the other sections. It creates charts and dashboards that provide a visual representation of your financial data, making it easier to understand and present to others. It pulls data from all the other tabs to give you a comprehensive overview of your financial situation.
I help and train ambitious founders, marketers & marketing teams like you(rs) to grow their businesses with rapid growth marketing experimentation. My approach is hands-on, business-minded, and always with a good laugh. Having worked with more than 100+ different companies, I had to run many business cases to raise marketing budgets.Mistakes I want to make sure you avoid these when raising funds for your marketing team.
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Stop hoping for better deals.
Start winning with your financial model today.
