Premium Template

Ultimate SaaS Financial Dashboard Template for Excel

This template is a great resource for SaaS startups looking to track their core metrics and improve their business.

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Ultimate SaaS Financial Dashboard Template for Excel

What are premium templates?

Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Live data

LiveFlow

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Learn how to set up this template in the video below

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Template description

This dashboard is specifically designed for SaaS businesses, offering key metrics such as MRR, ARR, customer acquisition costs, and churn rate. Compatible with Google Sheets and Excel, it provides essential insights for SaaS financial management. With LiveFlow integration, the dashboard can pull in live financial data from QuickBooks Online, offering SaaS companies a real-time view of their financial health and growth metrics.

Key features

  • Tailored for SaaS businesses, tracking key metrics like MRR, churn, and customer acquisition costs.
  • Provides real-time insights into financial performance and growth drivers.
  • Supports strategic planning and investor reporting with detailed financial metrics.

Who can this template help?

CFOs and finance teams in SaaS companies focusing on growth metrics

Use cases

Monitors critical SaaS metrics like MRR, churn, and customer acquisition costs, supporting data-driven decision-making and investor reporting in the competitive SaaS marketplace.

Want some help getting the template up and running?

Book a demo

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Get started in 3 simple steps

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1. Import the template

1. Request access

Insert your email address above to gain access.

Book a demo of the template below to see the magic

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

Down to Upper ArrowConnect to LiveFlow
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3. Customize it

Customize the template into anything you like.

See how

Give the template superpower with live data from LiveFlow

Join hundreds of accountants and finance teams automating their workflows with LiveFlow and saving hours of work every week

Frequently Asked Questions
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Are these spreadsheet templates compatible with both Sheets and Excel?
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How can I sync my QuickBooks Online data to this spreadsheet template?
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Are there any resources available to learn how to use these templates effectively?
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Frequently Asked Questions
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