Create expert budgets, forecasts, projections & sales plans
without spreadsheets

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Budget Planning
Easily build, share, and collaborate on accurate, powerful and easy-to-update budget models
Revenue modeling
  • non-recurring and recurring subscriptions of any type
  • variable growth and churn rate modeling
  • lead generation and conversion funnels
Expense modeling
  • departments and categories for flexible modeling and analysis
  • fully loaded staff costs on individual employee or group basis
Dynamic models
  • links for expenses generated by employees or related to product sales/support
  • links for up-sells, cross-sells
  • multi-values to model changing values for any parameter over time


Forecasting, Projections, and Scenario Planning
Powerful forecasting and scenario planning with an integrated model unifying your financial, sales, and operational modeling
Cash, MRR, and revenue forecasts
  • In a single model, switch between cash, MRR, or revenue (Pro) views
  • (Pro) Model varying payment terms/timing for accurate cash forecasting
  • (Pro) Model different revenue recognition policies for different revenue streams
Actuals and reforecasting
  • Easily enter actuals for expenses, sales, and cash positions
  • Instantly reforecast models based on updated current actuals values
  • (Pro) Automatically import actuals from payment and accounting systems

Reporting and Metrics
Quickly generate monthly reports, up-to-date metrics, and charts/graphs based on actual operational data
Reports
  • Customize reports using any financial, operational, or SaaS data
  • Flexible groupings and breakdowns by department, category, etc
  • Export reports to Google Sheets for add’l customization and integration with external systems/reports
SaaS Metrics (Pro)
  • (Pro) Automatically calculate CAC and COGS based on staff and expenses
  • (Pro) Set custom expense allocations per product line for precise CAC and Gross Margin calculations
  • (Pro) Wide range of key SaaS metrics and ratios on both individual product and blended basis

Sales Planning (optional Pro module)
Build sales plans and evaluate scenarios for sales-driven SaaS businesses, completely integrated with your Opstarts operational plans.
Quota-based sales planning
  • Bottoms-up revenue planning based on sales hiring and quota capacity
  • Productivity ramp-up and quota attainment modeling
Sales pipeline modeling
  • Model conversion percentages through sales pipeline
  • Analyze leads generated by source vs leads required for sales goals
Sales support resource planning
  • Model support resources required throughout sales pipeline
  • Analyze resource constraints impacting sales effectiveness

Our pricing plans
Pro
$500/month (or $5k/yr)
Unified GAAP, Cashflow, SaaS MRR/ARR model
Synchronized scenario planning module
SaaS and financial metrics/KPIs library
Accounting and payment systems integration
Actuals reconciliation and reforecasting
Basic onboarding from $1000
Up to $5M in revenue+spend ($100/mo per add'l $1M)
Pro + Sales
$1000/month (or $10k/yr)
All Pro features plus:
Bottoms-up quota-based sales planning module
Sales pipeline modeling
Sales operations resource planning
Advanced onboarding from $3000
Up to $10M in revenue+spend ($100/mo per add'l $1M)
 
Complete
All Opstarts features plus:
Advanced model development consultations
Custom report development
Custom application imports/integrations
Monthly model and benchmarking review
 
 
[email protected] (415) 323-6342
156 2nd Street San Francisco, CA 94105