An Excel-based financial and strategic analysis of the Digital Productivity SaaS market.
This project explores market size, competitor positioning, revenue scenarios and long-term growth potential for a hypothetical SaaS company.
The model demonstrates how business and finance tools can be used to evaluate the viability of a SaaS product before launch.
The goal of this project is to simulate how a SaaS startup could evaluate its market opportunity and financial potential.
The model focuses on four key questions:
- How large is the addressable market?
- What does the competitive landscape look like?
- How much revenue could different market share scenarios generate?
- How could the business grow over time?
The excel files in this project are interconnected. For the best experience, it is recommended to download all the files and keep them in the same folder.
Open the file simultaneously to ensure that all the link and reference between the model function correctly.
This section estimates the potential size of the market using the TAM / SAM / SOM framework.
Metrics included:
- TAM – Total Addressable Market
- SAM – Serviceable Available Market
- SOM – Serviceable Obtainable Market
The calculations are based on potential users and subscription pricing.
A chart visualises the relative market opportunity.
This section analyses the competitive landscape of major productivity SaaS platforms:
- Notion
- Trello
- ClickUp
- Asana
The analysis compares:
- pricing
- target users
- key strengths
- weaknesses
- feature availability
A Strategic Positioning Map visualises competitors according to:
Price Level vs Feature Complexity
This helps identify potential market positioning opportunities.
This module estimates revenue under different market penetration scenarios.
Market share scenarios:
- 0.5%
- 1%
- 3%
- 5%
For each scenario the model calculates:
- number of users
- monthly recurring revenue (MRR)
- annual recurring revenue (ARR)
A chart visualises how revenue scales with increasing market share.
This section projects the growth of the SaaS business over five years.
Inputs include:
- initial user base
- subscription price
- annual growth rate
The model calculates:
- user growth
- monthly revenue
- annual revenue
A growth chart visualises the projected revenue trajectory.
- Even small market penetration can generate significant SaaS revenue.
- Subscription models allow strong compounding growth.
- Strategic positioning is critical in competitive SaaS markets.
- Microsoft Excel
- Financial modelling
- Market sizing analysis (TAM / SAM / SOM)
- Scenario analysis
- Strategic competitor analysis
The Excel Models used in this analysis can be downloaded below:
This project explores the strategic positioning and market opportunity for a hypothetical Digital Productivity SaaS platform.
Through market sizing, competitor analysis and revenue scenario modelling, the analysis highlights how even small levels of market penetration can generate significat recurring revenue in subscription_based sofware business.
The model is designed to be easily adjustable, allow users to modify assuptions such as market size, pricing and growth rates to simulate different strategic outcome.
Lorenzo Fresia
Aspiring Business & Digital Management student interested in SaaS economics, market strategy and data-driven business analysis.