Comprehensive financial planning spreadsheet with ARR/MRR projections, CAC/LTV calculations, runway modeling, and unit economics. Built from scaling Backupify from $0 to acquisition and 18+ additional ventures.
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Excel, Google Sheets, Numbers
Fully customizable with formulas, example data, and detailed instructions
Complete guidebook
110-page comprehensive guide with formulas, benchmarks, and examples
Six comprehensive sections covering every aspect of B2B SaaS financial planning, with pre-built formulas and real-world examples.
Project your MRR, ARR, and revenue growth over 60 months
Track customer acquisition, retention, and lifetime value
Calculate and optimize your customer acquisition costs
Validate that your business model is fundamentally sound
Monitor cash position and plan for sustainable growth
Complete profit & loss forecasting for 5 years
Target these benchmarks to ensure healthy, capital-efficient growth. Based on data from 18+ ventures and industry standards.
| Metric | Target / Benchmark | Why It Matters |
|---|---|---|
| MRR Growth Rate | 10-20% month-over-month (early stage) | Consistent MRR growth indicates product-market fit |
| Revenue Churn | < 5% annually for enterprise, < 10% for SMB | High churn kills growth - focus on retention first |
| LTV:CAC Ratio | ≥ 3:1 (higher is better) | Ensures profitable customer acquisition |
| CAC Payback Period | < 12 months | How quickly you recover customer acquisition costs |
| Gross Margin | 70-85% for SaaS | Indicates pricing power and cost efficiency |
| Magic Number | > 0.75 (efficient), > 1.0 (very efficient) | Net new ARR / Sales & marketing spend |
| Net Revenue Retention | > 100% (target 110-120%) | Includes expansion revenue from existing customers |
| Rule of 40 | ≥ 40% | Growth rate % + Profit margin % - balance growth and profitability |
Early Growth Stage
Download the Excel template and review the example scenario to understand the structure. Each tab is clearly labeled with instructions.
Start with your current metrics (MRR, customers, ARPA, etc.) in the clearly marked input cells (highlighted in blue). All formulas will auto-calculate.
Input your growth assumptions (customer acquisition rate, churn, pricing changes, etc.). Start conservative with your base case.
Use the scenario tabs to model best case, base case, and worst case. This helps with fundraising conversations and contingency planning.
Check the auto-generated metrics dashboard to see your LTV:CAC, payback period, Rule of 40, and other key indicators. Compare to benchmarks.
Update your actuals monthly and compare to projections. Adjust assumptions based on learnings. This becomes your board reporting foundation.
Learn the business model strategies behind these financial metrics
Read PlaybookBuild profitable SaaS with sustainable unit economics
Read PlaybookUnderstand the growth stages and milestones behind these projections
Read PlaybookOur partnership program includes hands-on support for financial planning, fundraising strategy, and unit economics optimization.