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.
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.
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.
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Start winning with your financial model today.