5 Free Google Sheet Templates to Jumpstart Your Quarterly Reporting

An Open Sourced Financial Model for SaaS Startups

In the 5th iteration of his SaaS Financial Model, Mike Simmons, the CEO of CredSimple, offers an open sourced Google Sheet template with explanations and resources for the components in the model; ranging from hiring, fundraising, and growth plans. From Mike himself:

“I decided to create an open source template so that other founders can benefit from the work that we’ve done. In this project, I have tried to thread the needle between robust and not too complicated or specific. It has been tested by several investors and MBA interns and has proven to work well. But it is up to you to adapt it for your own needs.” Read more here. 

Use the SaaS Financial Model >

Runway and Cash Forecasting Tool

From the original post by Taylor Davidson of Foresight.is:

“This tool is used for forecast your cash and runway. It’s intended to be a simple model with easy inputs for expenses, revenues, and external funding, so that you can get a handle on burn, cash and runway quickly and easily. Input your revenues and costs, and the model will automatically create charts of your burn and runway (over 36 months), a summary of your operating expenses, and an optional sources and uses chart.”  

Use the Runway & Cash Forecasting Tool >

Ecommerce Google Sheet Template


Dave Ambrose of Steadfast Capital lays out what they have found to be their most important Ecommerce metrics. A few of the major points in the template are the source for customer additions as well as the Contribution Profit (you can read Dave’s original twitter thread here). Read more on the model here. 

Use the E-commerce Model >

Customer Lifetime Value Template


There’s a reason why many experts insist Customer Lifetime Value (we’ll use LTV for short) is the most important metric for your startup. The data points you gather for the LTV formula can help assess the overall health of your company. Not only does LTV provide insight into the long-term trajectory of your startup, but it also gives immediate insight into specific areas that need improvement. Knowing how valuable it is to gain each customer is essential.

We created a Google Sheets template that will allow you to plug in your unique numbers to calculate both your LTV and CAC. Read more here. 

Use the LTV Template >

Inside Sales KPI Template


Every company should also know the progress of their sales team, the goals they need to hit and make sure management understands the return. Don’t forget about the intangibles either. Conner Burt, Chief Operating Officer at Lesson.ly, said the long-term prospects for sales reps can often be about more than just filling a funnel.

“Your building a bench that you can use to promote sales reps to quota bearing sales people. That’s an intangible benefit.”

With this in mind, we built a simple Inside Sales KPIs template for sales teams in Google Sheets. It is flexible so you can remove any irrelevant info, manipulate it or add anything missing that fits your process. Read more here. 

Use the Inside Sales KPI Template >

Be seen

Build better relationships. Curated resources and insights delivered every Thursday in The Visible Weekly

Subscribe to our newsletter