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I need a forward-looking financial model built in Excel or Google Sheets that zeroes in on customer growth for a tech-sector business. The core objective is to translate acquisition, churn, and retention assumptions into monthly and annual forecasts that I can plug directly into strategic planning discussions. Please structure the workbook so assumptions, calculations, and outputs are clearly separated. A dynamic dashboard or summary sheet that visualises customer cohorts, net additions, and cumulative users will be very helpful. Sensitivity toggles for best-, base-, and worst-case scenarios must be included, allowing me to adjust inputs such as marketing spend or conversion rates and instantly see the impact on customer counts. Accuracy, clean formulas (no hard-coding in calculation cells), and professional formatting are essential. I will consider the model complete when it: • Lets me update headline assumptions from one control panel • Recalculates 36-month customer forecasts instantly without broken links • Presents results in charts I can drop into a pitch deck If you have previous examples of forecasting models for SaaS or other tech businesses, feel free to mention them when you send the file.
Project ID: 40390586
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Your requirement is crystal clear — a 36-month customer forecasting model with clean assumption separation, cohort visualisation, and best/base/worst scenario toggles. I build these with a dedicated Inputs tab, structured calculation sheets, and a summary dashboard so you can adjust marketing spend or conversion rates and see the impact instantly. I've delivered SaaS-style forecasting models before and can share a sample structure before you commit.
₹1,200 INR in 4 days
0.0
0.0
7 freelancers are bidding on average ₹3,645 INR for this job

Hello, As a Business & Financial Consultant with an MBA in Strategy and Finance, I bring strong experience in building investor-ready, forward-looking financial models tailored to startup needs. I’ve supported multiple ventures in securing funding by translating complex assumptions into clear, decision-ready insights. Key strengths: >Investor-grade financial modeling (5-year projections, KPIs, unit economics) >Clean structure with robust formulas and professional formatting >Experience working with startups across tech and SaaS sectors >Ability to align financials seamlessly with pitch decks and fundraising strategy >Strong focus on clarity, accuracy, and usability My experience at Bristol-Myers Squibb further strengthened my attention to detail and forecasting rigor. I can deliver a dynamic model that supports both strategic planning and investor communication.
₹6,666 INR in 5 days
7.4
7.4

I am an expert statistician, Research Writer, and data analyst with more than eight years of experience. I have full command of Excel analysis, SPSS, STATA, R LANGUAGE, AND PYTHON. I am an expert in creating time series prediction models, working with survey data, conducting marketing analysis, building estimators, and medical analysis. I am a perfect match for your project share other details of the work so I can start working on your project. Will complete task on time.
₹1,500 INR in 1 day
5.6
5.6

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.
₹1,050 INR in 1 day
5.0
5.0

With my extensive experience in business and data analysis, I am certain that I can deliver the top-quality service you require for your tech forecasting model project. My proficiency in Excel and Google Sheets will enable me to build a forward-looking financial model that accurately translates your acquisition, churn, and retention assumptions into meaningful forecasts for strategic planning. One of my core strengths is my ability to structure workbooks in a way that separates assumptions, calculations, and outputs clearly. By incorporating dynamic dashboards and summary sheets in your model, I'll be able to provide highly visual representations of customer cohorts, net additions, and cumulative users that you can effortlessly include in your pitch decks. Moreover, I'm well-versed with incorporating sensitivity toggle functionalities so you can observe the impact of various inputs—such as marketing spend or conversion rates—in real-time. To reassure you further, I have previous examples of forecasting models specifically tailored for SaaS and tech businesses—a testament to my familiarity with the nuances of your industry. By hiring me, not only will you be assured of accurate and impeccably formatted results but also constant accessibility for revisions or queries. That's the level of commitment I bring to my work. Choose me—Naresh—and together let's transform your business planning with powerful forecasting insights!
₹7,050 INR in 1 day
4.8
4.8

As an experienced Excel user, I have a deep understanding of financial modeling and data analysis, which are essential for your project. Additionally, my proficiency in Power BI can contribute to creating a dynamic and comprehensive workbook that meets your specifications. With me on board, you can expect an accurate, professional model with no hard-coding but clean formulas that will allow you to update assumptions effortlessly. My skills in visualizing data using Power BI can come in handy as I can build a sophisticated dashboard or summary sheet, allowing you to view customer cohorts, net additions, and cumulative users at a glance. Furthermore, being adept at Macros and automation scripts in Excel ensures the output is recalculated flawlessly under any scenario, saving you time and effort. While I don't have explicit examples of forecasting models for SaaS or tech businesses similar to yours in store; however, my proven track record of delivering top-notch solutions tailored to clients' unique demands across industries speaks volumes about my adaptability and competence. In a nutshell, choosing me guarantees financial forecasts with visible charts compatible with pitch decks.
₹7,000 INR in 1 day
2.9
2.9

Hi , I can build a robust, forward-looking financial model tailored to your tech business, with a strong focus on customer growth dynamics and scenario planning. The model will include: • A clean, structured workbook separating assumptions, calculations, and outputs • A central control panel to adjust acquisition, churn, retention, and marketing inputs • A 36-month monthly forecast with automatic annual rollups • Scenario toggles (best, base, worst) with instant recalculation • Cohort-based customer tracking to reflect real SaaS retention behavior • A polished dashboard with charts for net additions, churn, and cumulative users—ready for pitch decks All formulas will be transparent, scalable, and free from hard-coding, ensuring the model is both accurate and easy to maintain.
₹1,050 INR in 7 days
0.0
0.0

New Delhi, India
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Member since Aug 11, 2025
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