How To Format SaaS Revenue Forecast Models In Excel

This step-by-step tutorial shows you how to format a SaaS revenue forecast model in Excel. We start with a plain SaaS revenue forecast model in Excel and layer on elements that help make an impact, tell the story, and increase usability. Early in my career I undervalued formatting and the presentation of my numbers, and this video is a collection of best practices gathered since. Please make sure to like, subscribe, and leave a comment letting me know - what else can I help you with in Excel.
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[@HowToAnalyst]

What else can I help you with in Excel?

[@benfithian659]

Thanks for showing me how to protect cells! You show how easily it can be done.

[@benfithian659]

Well done. One change: For the months I would have made it black fill with white font. The grey fill / white font is a little tough on the eyes.

[@HowToAnalyst]

Good idea Ben!

[@KyleSorenti]

Can formatting be age-ist?

[@benfithian659]

Here before Kyle S

[@KyleSorenti]

That’s how you know you’re early!

[@KyleSorenti]

How do I steer my customer to the variable section so they know what they can or can’t change?

[@HowToAnalyst]

To steer them you could bold or use more color. To make it clear what they can and cannot change you could could an instructions tab outlining the details.

[@KyleSorenti]

Do you have a consulting llc?

[@HowToAnalyst]

I’m flattered!