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Free Calculators

Revenue Analytics Tools

ORM Technologies
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These calculators use the same metrics and frameworks ORM applies in our custom revenue models. They will not replace a dedicated analytical partnership, but they will give you a clear read on where your revenue engine stands today.

Pipeline

Pipeline Velocity Calculator

Calculate how fast revenue moves through your pipeline. Input your deal count, average deal size, win rate, and sales cycle length.

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Pipeline

Sales Velocity Calculator

See the revenue your pipeline generates per day from opportunities, deal size, win rate, and cycle length.

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Forecasting

Forecast Accuracy Scorecard

Measure your forecast accuracy across quarters. Compare your results to B2B SaaS benchmarks and identify where variance concentrates.

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Forecasting

Sales Forecast Template

A free deal-level forecast template with stage weighting and a calculated weighted pipeline for B2B SaaS teams.

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Forecasting

Financial Forecast Template

A free 36-month financial forecast for SaaS in Excel and Google Sheets: ARR from pipeline and retention, headcount, opex, a monthly P&L, cash runway and three scenarios.

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Finance

Profit and Loss Statement Template

A free SaaS P&L for Excel and Google Sheets: monthly and annual, subscription and services gross margin, S&M, R&D and G&A, EBITDA, budget vs actual and benchmark ratios.

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Finance

EBITDA Calculator

Work out EBITDA three ways (from a SaaS P&L, net income or operating income), plus EBITDA margin, adjusted EBITDA and a Rule of 40 check on EBITDA and free cash flow margin.

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Finance

Cash Flow Forecast Template

A free 24-month cash flow forecast for SaaS in Excel and Google Sheets: cash from billings by term and the collection curve, payroll, commissions, spend, ending cash, a minimum cash check and runway.

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Finance

13-Week Cash Flow Template

A free 13-week cash flow forecast for Excel and Google Sheets: weekly receipts from AR aging, billings and pipeline, payroll and tax deposit dates, a minimum cash line and weekly variance.

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Finance

DSO Calculator

Calculate days sales outstanding three ways: the standard formula with best possible DSO and average days delinquent, the countback method from monthly billings, and DSO on billings vs recognized revenue for SaaS.

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Sales

CRM Template

A free Excel and Google Sheets CRM with accounts, contacts, deals with stages and forecast categories, activities and a pipeline summary, plus a worked example.

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Sales

Percent to Goal Calculator

Track attainment against a quota or revenue target, with the gap remaining and how far through you are.

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Sales

Sales Tracker Template

A free Excel and Google Sheets sales tracker: daily, weekly and monthly sales by rep against target, pace against your seasonal curve, projected finish and charts.

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Sales

Sales Scorecard Template

A free sales rep scorecard for Excel and Google Sheets: weighted scores on attainment, pipeline created, stage conversion, win rate, forecast accuracy and stale pipeline, by role.

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Sales

Quota Attainment Calculator

Enter each rep's quota and closed amount to see team attainment and the share of reps at quota.

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Sales

Win Rate Calculator

Calculate win rate, loss rate, and your win-to-loss ratio from deals won and lost.

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Sales

Commission Calculator

Calculate commission earned and total compensation from sales closed, commission rate, and base salary.

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Sales

Commission Spreadsheet Template

A free Excel and Google Sheets commission tracker with splits, tiered accelerators, clawbacks and a monthly rep statement.

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Sales

OTE Calculator

Calculate on-target earnings from base and variable, split an OTE by pay mix (50/50, 60/40, 70/30) or work back from base, see pay at any attainment with accelerators, decelerators and a cap, and check quota against OTE.

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Sales

Sales Capacity Planner

Model how many reps you need to hit your revenue target. Factors in ramp time, quota attainment distribution, and attrition.

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Finance

Headcount Planning Template

A free headcount plan for Excel and Google Sheets: hires by team and quarter tied to the ARR target, with AE ramp, attrition, backfills, requisition dates and fully loaded cost.

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Sales

Sales Plan Template

A free Excel and Google Sheets sales plan that turns your target into pipeline, reps, ramp, territories and quotas, with a worked example.

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Finance

Annual Operating Plan Template

A free annual operating plan (AOP) for Excel and Google Sheets: ARR targets by quarter, rep capacity with ramp, pipeline dates, headcount, budget, P&L, initiatives and plan vs actual.

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Marketing

Marketing ROI Calculator

Calculate true marketing ROI by channel. Input spend, pipeline generated, and closed revenue to see which channels actually deliver.

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Marketing

Marketing Budget Calculator

Calculate marketing budget allocation by channel from your revenue target, deal size, win rate, and cost per lead.

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Finance

CAC Calculator

Calculate customer acquisition cost and CAC payback period from sales and marketing spend, new customers, and margin.

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Finance

Cost of Sales Calculator

Work out cost of sales in dollars and as a % of revenue: cost of goods sold from inventory, SaaS cost of revenue, and the cost of selling per dollar booked.

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Finance

Growth Rate Calculator

Calculate period-over-period growth rate, CAGR, and absolute growth from a starting and ending value.

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Finance

ARR Calculator

Turn MRR or contracts into ARR, see what to leave out, and run an ARR bridge with net new ARR, growth, GRR and NRR.

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Retention

Churn Rate Calculator

Calculate logo churn, gross and net revenue churn, and annual GRR and NRR. Converts monthly churn to annual the right way and shows customer lifetime.

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Finance

Customer Lifetime Value Calculator

Calculate CLV from revenue per account, gross margin and churn, then a discounted cohort CLV with expansion, with CLV:CAC and payback read back.

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Finance

Burn Rate Calculator

Work out gross and net burn, months of runway, the month cash runs out and your burn multiple, with growth scenarios.

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Want the full picture?

These tools give you snapshots. ORM builds complete revenue models that tell you exactly what to change, what to prioritize, and where your pipeline will land.

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