Wauvel
← All tools

Funnel / Transaction Revenue Model

Forecasting

Forecast a paid-acquisition business: spend → sessions → orders → revenue, with returns, repeat purchases, CAC, and contribution. Industry presets for ecommerce/DTC, marketplaces (take rate), and lead generation — see how spend and conversion translate into revenue month by month.

Net revenue · 12 mo

$728,903

Ending monthly net revenue

$82,732

Blended CAC

$41

Total spend ÷ new customers

Pick the model closest to your business, then tune the funnel. Spend ÷ CPC gives sessions; sessions × conversion gives orders; orders × AOV gives revenue (net of returns and take rate). A retained base adds repeat orders. The download recomputes in Excel.

Acquisition

Order economics

Repeat & retention

LineJan Y1Feb Y1Mar Y1Apr Y1May Y1Jun Y1Jul Y1Aug Y1Sep Y1Oct Y1Nov Y1Dec Y1Total
Acquisition
Marketing spend$20,000$20,800$21,632$22,497$23,397$24,333$25,306$26,319$27,371$28,466$29,605$30,789$300,516
Sessions22,22223,11124,03624,99725,99727,03728,11829,24330,41331,62932,89434,210333,907
New orders / customers4895085295505725956196436696967247537,346
Repeat orders1001782443013513954354725065395706014,690
Total orders5896867738519239901,0541,1151,1751,2341,2941,35312,036
Active customers8891,2201,5041,7531,9752,1752,3582,5302,6932,8503,0043,1563,156
Revenue
AOV ($)$65$65$65$65$66$66$66$66$66$66$66$66$66
Gross revenue (GMV)$38,278$44,694$50,426$55,636$60,452$64,980$69,304$73,496$77,610$81,695$85,790$89,926$792,285
Returns$3,062$3,575$4,034$4,451$4,836$5,198$5,544$5,880$6,209$6,536$6,863$7,194$63,383
Net revenue$35,216$41,118$46,392$51,185$55,616$59,781$63,760$67,616$71,401$75,160$78,926$82,732$728,903
Unit economics
CAC ($)$41$41$41$41$41$41$41$41$41$41$41$41$41
Contribution after marketing$15,216$20,318$24,760$28,688$32,219$35,448$38,454$41,297$44,030$46,693$49,321$51,943$428,387

This builds your revenue line. Drop it into a full 3-statement model →

Want this on your real numbers? Wauvel builds it straight from your QuickBooks.

Get my free report →

More free tools

ForecastingExcel · .xlsx

Annual Operating Plan (AOP) Builder

The plan you set the year by: revenue built up stream by stream, cost of sales, and operating expenses by category — twelve months across, with gross profit and operating income falling out for you.

Open the tool →
ForecastingExcel · .xlsx

Recurring Revenue Model (SaaS / Subscriptions)

Build a subscription revenue forecast the way investors read it: new customers, ARPA, churn, and expansion drive a monthly MRR/ARR build, with the new → expansion → churn bridge tying out automatically. Industry presets for SaaS, memberships, subscription boxes, and retainers.

Open the tool →
ForecastingExcel · .xlsx

Capacity & Utilization Revenue Model

Forecast revenue for a capacity business: units × sellable slots × utilization × price, plus ancillary revenue. Industry presets for salons, restaurants, hotels, clinics, trucking/fleet, and professional services — tune capacity, occupancy, and rate and watch revenue (and RevPAR-style yield) build month by month.

Open the tool →
ForecastingExcel · .xlsx

3-Statement Financial Model

Set a handful of assumptions — growth, margins, working-capital days, capex, financing — and project a fully linked income statement, balance sheet, and cash flow three years out, monthly. The balance sheet balances and cash ties, automatically.

Open the tool →
ForecastingExcel · .xlsx

13-Week Cash Flow Forecast

The rolling weekly forecast every CFO keeps: beginning balance, money in, money out, and the projected low point that tells you exactly when cash gets tight.

Open the tool →
ReportingExcel · .xlsx

Budget vs. Actual (Monthly P&L)

A month's P&L with plan set beside reality and the variance computed for you — so every number turns into feedback instead of weather.

Open the tool →
ReasoningExcel · .xlsx

Break-Even & Contribution Margin Calculator

The number every owner should know: how much you have to sell to cover your costs. Set price, variable cost, and your fixed costs, and it solves break-even in units and revenue — then shows your margin of safety, the volume to hit a profit target, and how break-even moves when you change price.

Open the tool →
ReasoningExcel · .xlsx

Financial Health KPI Tracker

The vital signs on one page — margins, current ratio, days-to-get-paid, the cash conversion cycle, runway — tracked month over month with the formulas already in.

Open the tool →