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How to integrate the SaaS Module

Instructions on how to integrate the SaaS Module with the Standard Financial Model.

The SaaS Module extends the Standard Financial Model to model up to eight different subscription pricing plans, tiers, or contract lengths by replacing the existing default revenue model and acquisition forecasts of the Standard Model.

What is a module?

All modules are built so that they can create a revenue and cost of sales forecast on their own, but can be combined with the Standard Financial Model for consolidated financial statements and full financial reporting. The modules can be purchased pre-integrated with the Standard or purchased individually and integrated at any time; integration is as simple as copying the sheets of the module into your Standard Model, and then switching a dropdown selection on the Get Started sheet.

Here’s how modules work ›

Here’s how to integrate the module

The integration process is fairly simple and should take less than a couple minutes.

  1. Open up the Standard Model and the module in Excel. 1
  2. On the module, select each of the sheets to copy from the Module to the Standard Model by clicking on the first sheet to select it, then using Control + Click (Excel) or Command + Click (Mac) to select the additional sheets to move. You’ll want to select the Get Started sheet, Revenue Model, and Export sheets. After you’ve selected multiple sheets, “Group” appears in the title bar at the top of the worksheet. 2
  3. Right click on one of the selected sheets and select Move or Copy from the selection. then check the “Create a Copy” checkbox, and select what sheets to put it next to in the model (it doesn’t matter for the model to work, I usually put them after the Get Started sheet or before the Costs sheet), then click Ok. 3
  4. On Get Started - Financial Model, on D131 you’ll want to change the dropdown selection to “Export”. This tells the model to pull relevant numbers from the Export sheet from the module, and this makes all the linkages between the module and the Standard Financial Model work. 4
  5. Next you’ll want to setup the conversion funnel used in the module. The module replaces the conversion funnel in the Standard’s default revenue model, but it can be used to create the same type of conversion path used in the Standard.
  6. The SaaS Module replaces the existing Revenue Model in the Standard, so you should delete the Get Started - Revenue Model and Revenue Model sheets in the Standard.
  7. The last step is to make sure the starting dates of the SaaS Module aligns with the Standard Model. Edit the start date for the SaaS Module on Get Started - SaaS sheet, and make it the same you are using on Get Started - Financial Model.

The integration functionality is highly technical, but I’ve worked to make the process as easy as possible so that anyone can safely upgrade their model without requiring extensive editing. Questions, ask anytime ›

Interested in building your own module?

Learn more about how modules, Bring Your Own Model and Modelhooks work, and contact me if you have any questions.

  1. Google Sheets does not offer this capability, so you will need to use Excel to move a Module into the Standard Model, or purchase them pre-integrated. 

  2. Office Support on selecting multiple sheets. 

  3. It’s important to select all the sheets and copy them together as a group, as that will keep the formulas working between the sheets. 

  4. You’ll need the Standard Model v3.27 and above for the integration to work automatically. Either upgrade to a newer version of the Standard, or manually link the Export sheet into the Modelhooks sheet.