Financial Model for a SaaS Scale-Up's PLG to Enterprise Shift
Overview
What this challenge is about.
Build a 3-year monthly financial model for a SaaS scale-up's enterprise pivot. Deliver a KPI dashboard and presentation to earn your verifiable certificate.
The scenario
TaskFlow is a B2B SaaS company with $720K ARR, 40 employees, and a strong product-market fit in the SMB segment. The enterprise pivot is risky but could triple ARR within 2 years.
The Brief
What you'll do, and what you'll demonstrate.
Build a financial model to evaluate the feasibility and financial impact of shifting from a PLG to an enterprise sales model for TaskFlow.
Earning criteria — what you'll demonstrate
- Model SaaS-specific revenue streams including subscriptions, upgrades, and churn
- Build a dynamic dashboard with key performance indicators
- Perform scenario and sensitivity analysis to support strategic decisions
- Collaborate effectively in a team to produce a cohesive financial model
Program Fit
Where this fits in your program.
Sharpens the same skills your degree expects you to demonstrate.
Aligned coursework coming soon.
Skills
Skills you'll demonstrate.
Each one shows up on your verified credential.
- Saas Metrics
Apply saas metrics to solve real industry problems and demonstrate production-level capability.
- Revenue Modeling
Apply revenue modeling to solve real industry problems and demonstrate production-level capability.
- Excel Dashboard
Apply excel dashboard to solve real industry problems and demonstrate production-level capability.
- Scenario Analysis
Apply scenario analysis to solve real industry problems and demonstrate production-level capability.
- Team Presentation
Apply team presentation to solve real industry problems and demonstrate production-level capability.
Careers
Career paths this challenge builds toward
Completing this challenge demonstrates skills that transfer directly to these roles: