SaaS MRR/ARR Pro Forma
Tech & Software Excel Template (Free Download)
Turn pricing, logo, retention, and cost assumptions into a SaaS MRR/ARR pro forma for operating and fundraising decisions.
professionals from Deloitte
About this pro forma
This pro forma converts tier-level customer movement and subscription economics into projected MRR, ARR, ARPU, retention, CAC payback, EBITDA, and cash outcomes. The underlying Excel model is the calculation engine; the pro forma presents the operating trajectory clearly.
Use it to plan growth, test pricing and churn, evaluate sales efficiency, and prepare forecasts for management, boards, or investors.
What every model includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the SaaS MRR/ARR Pro Forma
- Three-tier pricing, mix, and churn projections
- Monthly opening, new, churned, and ending logos
- New, expansion, contraction, churn, and ending MRR
- ARR, ARPU, NRR, GRR, and net new ARR metrics
- Subscription P&L through EBITDA
- CAC and CAC payback projections
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
What does it show?+
It shows projected logos, MRR, ARR, retention, CAC payback, EBITDA, and subscription cash performance.
Can I model expansion and contraction?+
Yes. MRR motion separates new, expansion, contraction, and churn by tier.
Does it calculate NRR and GRR?+
Yes. Retention metrics are calculated from linked logo and MRR schedules.
Who uses it?+
SaaS founders, FP&A teams, finance leaders, and investors use it.
Have more financial modelling questions? Contact us
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