💼 The SaaS Metrics & Forecast Templates Bundle

Running a SaaS company without financial clarity is like driving with your eyes closed.

Most SaaS operators think they understand their numbers — until investors, advisors, or team members ask the tough questions:
• What’s your CAC payback?
• How much runway do you actually have?
• What happens if churn ticks up 1%?

Download Ben's 40+ SaaS Metrics & Forecast Template Bundle to accelerate your financial maturity.

 
Get instant access for $97

Peek inside: Everything you get for $97

Over 40 battle-tested SaaS templates I’ve developed as an in-house SaaS CFO and now fractional SaaS CFO across dozens of SaaS companies.

Clarity on the Metrics that Matter

ARR, LTV/CAC, GRR, NRR, renewal rate, and more!

Forecast Models

Board-tested forecasting models to map revenue, headcount, expenses, and cash.

40+ Templates

You won't find a bundle like anywhere for this price from a real a SaaS CFO.

There’s One Thing You Need to Unlock Clarity and Confidence in Your SaaS Business

You want to build a real SaaS company? One that actually grows, raises capital, or becomes profitable?

I’ve seen dozens of founders do it — even without a finance background.

The #1 difference-maker? Know your numbers!

When you own your financial story— your runway, your retention, your CAC, your forecast — everything changes:

You can plan hiring and resource investments with confidence.

You can make bold product bets backed by real numbers.

You can raise capital without scrambling to “clean up the model.”

Hi! I'm Ben.

I'm a SaaS CFO who has helped thousands of SaaS companies and SaaS operators with my content, templates, and lessons.

Why have my templates been downloaded over 100K times? They were built based on frontline experience helping SaaS companies.

These are the exact tools I use in real client engagements and when I was an in-house CFO — now packaged for self-serve access.

You could spend 200+ hours building these from scratch… or grab them today for $97.

SaaS finance training

👇 Perfect For:

✅ SaaS founders who want financial confidence
✅ CFOs and finance leads looking to save hours per week
✅ SaaS FP&A teams that want to level up
✅ Bootstrapped startups aiming to scale profitably
✅ VC-backed companies prepping for board or investor updates

⏱️ Save Time. Make Better Decisions.

No subscriptions. No upsells. Just instant access for $97.

Sign Up Today!

🔐 One-Time Payment. Lifetime Access.

$97

The Templates:

  • Average Cost of Service Template
  • ARR Revenue Forecast with Waterfall Chart
  • CAC Payback Period
  • CAC Payback Period+ (variable revenue)
  • CAC Payback Period vs. LTV to CAC
  • CAC Template
  • CapEx Forecast Template
  • CLTV Template
  • Cash Runway Forecast
  • Cash Burn Runway
  • Cohort Analysis
  • Churn and Retention Template
  • Customer Success ROI & NRR Calculator
  • Department Expense Forecast Model
  • Deferred Revenue Model
  • SaaS Funding Analysis
  • Headcount Forecast Model
  • Five-year SaaS Financial Forecast
  • LTV to CAC
  • LTV+ (with variable revenue)
  • Magic Number 
  • Maximum Company Size Template
  • MRR Revenue Forecast Template
  • Multi-year SaaS Pricing Calculator
  • Net Negative Churn Infographic
  • Remaining Performance Obligations (RPO)
  • Revenue Retention Analysis
  • ROSE Metric
  • Rule of 40 Formula
  • SaaS CAC Ratio 
  • SaaS Financial Plan 
  • SaaS Metrics Cheat Sheet
  • SaaS Startup Financial Plan
  • SaaS P&L Explained
  • SaaS Quick Ratio
  • Sales Efficiency Metrics
  • Sales Funnel Conversion Model
  • Sales Team Cash Ramp and Cash-on-Cash Payback
  • Sales Team Headcount Forecast
  • Sample Chart of Accounts
  • Sample Investor Teaser Template
  • Time to Profit Template
  • Upsell Efficiency Template
  • Waterfall Template
Grab 'em Today!