B2B SMB Enterprise SaaS Template
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Investor-ready financial plan template for B2B SMB and Enterprise SaaS models based on the Business Model DNA approach (BMDNA). Plug in your assumptions and let this spreadsheet convert your strategy and success story into metrics like leads, conversions, new customers, subscriptions etc. This template includes:
- Map customer segments, acquistion channels & different subscription tiers.
- Auto-calculate P&L, cash‑flow & funding‑needs, charts, plan‑vs‑actual etc.
- Financial metrics like customers, revenues, expenses, FTEs, MRR, ARR etc.
- The template structure is easy to adapt whenever your business pivots.
- Fully editable Excel Sheet / Google Sheets compatible, no macros.
Download once and start forecasting growth with confidence.
| Template Tables | Table Content |
|---|---|
| About | Template Info |
| Planning (monthly) |
Master timeline Roadmaps Target Groups Marketing & Sales Channels Conversion Funnels Relationships Revenue Models Human Resources (HR) Operational Expenses (OPEX) Capital Expenses (CAPEX) Financing |
| Financials (years & months) |
Profit + Loss Cash Flows Financing Needs Financial Metrics |
| Actuals (years & months) |
Profit + Loss Cash Flows Financing Needs Financial Metrics |
| Charts (plan & actuals) |
Profit + Loss Cash Flows Relationships Revenues Full-time Employees MRR & ARR |
| Reporting (years & months) | Comparison planned vs. actual financial data (percentage & absolute) |
| BMDNA Dashboard (monthly) | Comparison planned vs. actual metric data (percentage & absolute) |
| BMM Canvas | Visual Business Model Mechanism (BMM) Canvas |
| Target Groups |
Small Companies (S) Medium Companies (M) Enterprises (E) |
| Marketing & Sales Channels |
Online Marketing (S) Direct Sales (M) Sales Partners (M) Trade Fairs (M) Sales Pipeline (E) |
| Conversion Funnels |
Website Conversion (S) Sales Process (M) Sales Process (E) |
| Relationships |
Active Customers (S) Active Customers (M) Active Customers (E) |
| Revenue Models |
Subscription (S) Setup Fee (M) Subscription (M) Setup Project (E) Subscription (E) |
| Human Resources (HR) |
Standard List |
| Operating Expenses (OPEX) |
Standard List |
| Capital Expenses (CAPEX) |
IT-Equipment |
| Financing |
Founders' Contribution Business Angels Venture Capital Grants & Subsidies |
The file opens natively in Microsoft Excel and is Google Sheets compatible. All formulas are fully visible: no macros, add‑ins, or third‑party plugins required.
The template is fully modular—once you grasp the underlying logic you can edit everything — customer segments, acquisition channels, revenue models, pricing, head‑count plans, operational expenses, funding rounds — while its backbone keeps all P&L, cash‑flow and KPI calculations intact. Need help? Join a live AMA session or book 1‑on‑1 support.
Absolutely. It auto‑calculates customers, revenues, MRR, ARR, funding needs, and rolls everything into linked P&L, cash‑flows, financing needs, charts, reporting, plan vs. actuals, and dashboard views — the exact data points VCs and angels expect to see.
Yes. I can quickly built a financial plan structure matching exactly your individual business model mechanism based on my modular template builder. Just order a custom financial plan template or book a free intro call here.
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A Selection of
Teams Using my BMDNA-based Templates
