I will build a saas financial model and KPI dashboard in excel

Ukraine

I speak English, Ukrainian

Practicing Interventional Cardiologist

I'm a physician with surgical and cardiology experience. I fact-check medical and health content for accuracy, outdated guidelines, and terminology errors non-medical editors often miss — mistakes tha...

About this Gig

Need a clear view of your SaaS numbers without paying for expensive BI software? This Excel model turns your customer list and monthly cash data into the metrics founders and investors actually track.

Whats inside:

Customer register (up to 500 customers) with automatic checks for start and churn dates

24-month MRR and customer movement: new, expansion, contraction and churn, with a built-in reconciliation check

Monthly cash tracking with net burn, gross burn and runway

20+ KPIs, including ARR, NRR, GRR, ARPU, LTV, CAC, LTV:CAC, CAC payback, Quick Ratio, Magic Number and Rule of 40

Dashboard with a month selector, traffic-light health checks and three charts

Start Here guide, color legend, metric definitions and troubleshooting section

Everything is built with formulas, not hardcoded numbers, so the model updates when you enter new data. Input cells are highlighted in yellow, and calculation sheets are protected against accidental changes.

Works in Excel 2019 and Microsoft 365.

Ideal for early-stage SaaS founders preparing for investor conversations, finance leads at subscription businesses, and consultants who need a repeatable KPI template for clients.

Not sure which package