Free Template + Cohort-Based Forecasting Tools
Model Your B2B Growth With Confidence
Selling to businesses on a subscription or retainer model? This growth template helps you break down the full customer journey—so you can model revenue, retention, and churn with accuracy.
Whether you're running a SaaS, service, or platform business, use this model to simulate the long-term impact of changes across your acquisition, onboarding, and retention funnel.
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Olivia Natasha
Ex-GojekÂ
Growth analytics at Adasight.com
What You’ll Get:
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A plug-and-play spreadsheet tailored for B2B subscription businesses
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Forecasting by funnel stage: Acquisition → Onboarding → Retention → Expansion → Churn
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Revenue cohort tracking for each stage of the customer journey
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Built-in simulation to test changes and visualize impact on future income
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Clean structure and clear input fields for quick setup
What’s Inside the Growth Model
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Advanced Funnel Stages: Acquisition → Onboarding → Retention → Expansion → Churned.
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Revenue Segmentation: Tracks cohort revenue from each business client based on retention milestones.
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Impact Simulation: Understand how changes to onboarding or churn affect long-term revenue.
Who This Is For:
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B2B founders, operators, and finance leads
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Growth and RevOps teams needing accurate forecasting
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Anyone managing recurring revenue and looking to plan strategically
Why This Template Works:
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Predictive: Helps simulate future revenue under different growth assumptions.
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Decision-Making Tool: Make data-informed decisions on spend, conversion strategy, or retention efforts.
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Plug-and-Play: Pre-filled formulas and clean structure let you start modeling your business immediately.
Frequently Asked Questions
Can I use this without a data team?
What if I want to model different client types?
Will this help with board reporting?
đź“Ą Download the Free Template
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We’re committed to protecting and respecting your privacy. From time to time, we would like to contact you about our products and services, if you consent. In order to provide you the content requested, we need to store and process your personal data.
