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Ecommerce Forecasting Tool

Name: Ecommerce Forecasting Tool
Brand: Foresight
Availability: InStock
Rating: 5.0 (29 reviews)

Free

5.0

2,513

Financial model template for ecommerce businesses. Operational assumptions - growth rate, repeat transaction rates, average revenues per order, customer acquisition costs - to create a revenue forecast plus key reports, including CAC, LTV, CAC payback period and more.

Input a Price: $15 suggested, but "0" is ok! All donations appreciated.

USD

Microsoft Excel™, Google Sheets™, and Causal options

The free Ecommerce Model is the simplest structure of the models for forecasting Ecommerce businesses. Creates a forecast of acquisitions, retentions, revenues, acquisition costs, cost of goods sold, CAC and LTV, and is easy to use for ecommerce or transaction-style businesses. I built this tool to help entrepreneurs understand the mechanics behind forecasting the growth and revenues of an ecommerce business, in a package that is easy to use, easy to edit, and easy to understand.

It intentionally simplifies the business down to key inputs, and by default does not include expenses and a calculation of net income.

Optional Historicals sheet allows you to drop in historical cohort retention data to automatically analyze past performance and use past retention to forecast future cohort performance.

For financial statements and full financial reporting, including full support for SaaS and subscription businesses, check out the Standard Financial Model.

Prebuilt Revenue Model

Prebuilt Unit Economics

Custom Revenue Streams

Integrate any Revenue Model

5 Year Monthly and Annual Timescale

3 Year Monthly and Annual Timescale

Hiring Plan

Operating Expenses

Inventory Accounting

MRR and ARR Build

CAPEX and Depreciation

Specific Input Expenses

Driver-Based Expenses

Category-Based Reporting

Consolidated Financial Statements

Business Segment P&L

Budget v. Actual Variances

Charts and Key Reports

Sources and Uses

Discounted Cash Clow Valuation

Multiple-Based Valuation

Cohort-based forecasting

This tool is built on a cohort basis to allow you to account for changes in customer retention, repeat orders, and revenues per cohort over time. It also includes an optional Historicals sheet to allow you to drop in historical cohort retention data to automatically create an average retention curve to use for forecasting. Explanation on how the Historicals sheet works is included in the video above, and more context on using cohorts for modeling is detailed at Cohorts

Model can be downloaded for use in Excel or copied to your Google Drive for use in Google Sheets. Can be used in Excel, Google Docs, and many other spreadsheet programs. One time purchase, updates automatically distributed for free.
Any number in blue with grey shaded background is an input (i.e. an assumption or data point that can be changed), anything in black is the result of a formula. Change blue at will, change anything in black with caution. More on model formatting.
All cells and formulas are unlocked and no macros are used - as in all Foresight models - so that you can make edits as needed and completely understand what is going on.
All assumptions are illustrative ONLY, do not assume they are market data or standard.
As with all templates, feel free to create your own model from scratch, using this as a guide

Questions, happy to assist, contact anytime. Documentation for many model features is detailed at Docs, I provide personal support through free email support and short screenshares and calls, detailed here →

I also provide custom model services for 50-100 companies per year, or check out the Talent Collective for other resources for building financial models, and contact me if you have any questions or specific needs.

Screenshots

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Reviews

5.0

(29 ratings)

5 star reviews: 100%
4 star reviews: 0%
3 star reviews: 0%
2 star reviews: 0%
1 star reviews: 0%

4.8

(396 ratings)

5 star reviews: 87%
4 star reviews: 8%
3 star reviews: 3%
2 star reviews: 1%
1 star reviews: 1%

Joseph Khoury Abboud

CMA

I want to express my sincere appreciation for Taylor Davidson's referrals. Since signing up, I've had the incredible opportunity to work on multiple projects from clients all over the world, including some from startups and PE firms. These opportunities came directly from being referred by Taylor. Beyond that, Taylor's videos and templates have been invaluable in enhancing my modeling and finance skills. I highly encourage any modeling or finance professional to join, Taylor's referral alone opens the door to clients eager to collaborate with you! Talent

Edward Abt

Operator

Very impressive. Incredibly comprehensive. Taylor is quick to respond to any queries. Standard Financial Model

Eliza Blank

CEO, The Sill

Rebuilding our financial model starting with a Foresight template — and layering in Taylor’s consulting — saved me a considerable amount of time and resulted in a far more sophisticated model. Working with Taylor allowed me more time to focus on my business and my fundraising. I would recommend a Foresight template to any business owner. Standard Financial Model

Stephen Caggiano

CIO, Kobliat

Taylor's expertise in his field is evident, and he couples it with an exceedingly amicable manner. Taylor's work speaks for itself (the models are stunning!), and his insightful questions, lively discussion and ongoing support make working with him a pleasure. Standard Financial Model

Marcia Callaghan

CEO, Vallt

Worth every penny! Purchased the Saas Model two years ago, and Taylor *still* swiftly responds to every email any time a question or need arises. He is extremely fair + generous with rates for providing additional support throughout the customization process. Standard Financial Model

Robert Caveney

CEO, Schoolio

Very logically laid out and very flexible. Easy to "bring your own model". Lines can be inserted to expand the number of attributes, for example different operational metrics. And the support is great. Highly recommend. Standard Financial Model

Daniel Blank

CEO, Toggle

Foresight's model is very professionally constructed, thorough and flexible. It gave us the clarity we needed as an early stage startup to pitch investors with a solid understanding of our financial needs and possibilities. Thanks to Taylor's help and the model we were able to successfully raise capital for our business. Standard Financial Model

David Feinberg

Founder, CrunchTime Solutions

Taylor's excel models are without question the best financial models. As someone who has done freelance financial modeling, I have a great appreciation for architecture and intuitive design. Taylor's work is amazingly powerful and customizable while remaining usable for those less experienced with Excel. Standard Financial Model

Gleb Shestakov

Director of Data, Flowspace

Amazing! Standard Financial Model

Ali Greenberg

CEO, The Broad

Taylor worked with us to create a custom model perfect for our unique business that helped us start off on the right foot and quickly plan for growth. I couldn't recommend it more! Starter Financial Model

Chris Griffiths

CEO, OpenGenius

Taylor provides a very detailed model. This was invaluable to us. The personal service and customisation work that was provided was of the highest level. We were up against a difficult deadline and Taylor worked with us to ensure this was met. We highly recommend the SaaS model, and personalisation work provided by Taylor. Saas Financial Model

Brian Howe

CEO, Format Health

As a startup coach and repeat entrepreneur myself, I spend a lot of time in spreadsheets. The Foresight tools that I’ve used are easy to understand, modify, and, perhaps most importantly, the formulas are correct! Beyond the actual spreadsheets, Taylor is a wealth of knowledge and an incredibly quick communicator. He has gone above and beyond what I expected to deliver value. Runway And Cash Budget Tool

David Hua

CEO, Meadow

Taylor helped us with our financial model when we were planning to go raise capital. He was fast to respond and even walked us through all the dependencies of the model. When it came time to update the model a year later, he was very responsive to help and adjust it based off of our product updates. It was a great experience and am super thankful for the assistance. Standard Financial Model

Erica Jain

CEO, Healthie

Absolutely loved working with Taylor and Foresight as we built out the next iteration of our financial model - would continue to recommend him to any founder who is looking for a scalable financial model + excellent support with tailoring it to a company's specific needs. Standard Financial Model

Paul Jameson

Strategic Finance Executive

I couldn't have better things to say about getting additional guidance from Taylor to ensure I maximize the utility of the standard model when embarking on modeling some new (to me) complexities. Absolutely worth the price of admission and would do it again when I have other challenges to tackle when building a tailored strategic model for clients. Get Started

Matt Katase

Cofounder, Brew Gentlemen

Anyone can toss together a quick and careless excel spreadsheet but what is it really worth if it doesn't truly tell the story of the business? Taylor took the time to understand the ins and outs of our business and helped build a flexible model that made sense. His guidance and work helped secure us a loan from the bank (who thought it was one of the best models they've ever seen). Custom Services

Alex Koutromanos

Analyst

Taylor was very helpful in helping me understand the nuances of a waterfall model. He is a powerful educator who cares about his clients. Cap Table Services

David Libertalis

Founder, Visii

I discovered Taylor’s Foresight thanks to OpenVC.app's high praise of his work which I must concur with. Not only is the model itself excellent: very powerful, flexible, and does what SaaS owners need, but above and beyond that, the speed and quality of Taylor’s support when you get stuck is exceptional. I would argue he undercharges for the quality of the product and service he offers. I highly recommend Foresight and Taylor, you won’t be disappointed. Standard Financial Model

Michael Margolis

CEO, Storied

These templates are worth their weight in gold. Hired Foresight for a few hours to customize the template and we moved mountains. Best money spent! Standard Financial Model

Carl Pratt

CEO, Future Planet

There is a lot of information available on the web. Many tools solve part of the problem, some posts provide a small level of insight, others a slightly greater level. After 4 or 5 hours of research, I discovered Foresight. My only wish was to have discovered it earlier! This is the most effective, practical and well thought through modelling template. For such an important and foundational element of a business. to structure and optimise the agreements that are made at an early stage and forecast, with confidence, is a huge problem solved. Thank you!! Standard Financial Model

Matt Sand

CEO, 3DEO

Taylor is my go-to for anything that has to do with financial models. He has the experience and perspective to help understand business challenges and develop winning business models. Standard Financial Model

John Sisson

Sr. Director, Finance and Operations, Livmor

Your model is outstanding, both from an organizational standpoint but also from a technical perspective (coming from a fellow excel nerd). You saved our startup considerable time vs. starting from scratch. Standard Financial Model

Hirem Umradia

CEO, Zess

Taylor was extremely helpful and provided a service that far exceeded our expectations. The model was very well structured and I was able to modify it to my needs. Taylor helped me along the way to make sure I understood the model well. We had great feedback from investors, which is great because it was my first time putting together a financial model! Standard Financial Model

Aaron Vidas

CEO, StrategyBox

Taylor's SaaS model has helped me quickly and easily build a financial model. It allowed me to easily capture the assumptions about my business model and discuss them with my investors. Allowing me to close a high six-figure seed round in record time. Saas Financial Model

Ty Zamkow

Co-Founder & CEO, Nolana

The starter model made it super easy for me to create a 5 year plan for our new business. Worth the investment. Taylor has also been super helpful and jumped on a call to explain how things worked. He went above and beyond what I expected. Starter Financial Model

4.8

(1053 ratings)

5 star reviews: 88%
4 star reviews: 9%
3 star reviews: 2%
2 star reviews: 0%
1 star reviews: 0%

Jeffrey Abbott

Founding Partner, Blitzscaling Ventures

Taylor was extremely organized and made efficient use of time while covering a complex topic. He comes prepared with a wealth of tools and templates that allow one to continue learning and practicing independently after the course. Build A Cap Table From Scratch