SaaS & Tech

Basic Template

Ultimate SaaS Financial Dashboard Template for Excel

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.

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

Compatible with

Integrations

Live Data

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.

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.

Get Started in 3 Simple Steps

01

Request Access

Book a demo to unlock your Consolidation Benchmarking Template.

02

Connect LiveFlow

Sync your QuickBooks, Xero, or ERP data directly into Excel or Google Sheets.

03

Customize It

Adjust the template to your exact reporting needs without breaking formulas.

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

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