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10 Slide Ideas for Financial Report Presentation

Last Updated on February 7, 2024 by Anastasia

Working on a company financial report, and want to make it different this time? Financial reviews full of data and analysis are typically difficult to be digested by non-financial audiences, and it can be challenging to communicate the meaning behind the figures. If you want to disclose your quarterly or annual numbers in a simple and understandable way to your key stakeholders, check our blog for examples and inspiration.

A financial report is a management tool used to communicate key financial information to both internal and external stakeholders by covering aspects of financial affairs with the help of KPIs, such as income statements, balance sheets, cash flow, or financial ratios analysis. See how to prepare structured and professional financial slides smoothly using PowerPoint tools.

All graphics examples presented below can be downloaded as an editable source. Explore the Financial Report and Performance Indicators Presentation for PowerPoint.

Get inspired by seven examples of how you can illustrate the components of your financial report and a quick instruction on how you can create a P&L Statement table using simple design tricks.

Visualize your key financial indicators

Such a general slide with a financial summary will help to analyze the big picture and ensure you’re on the same page with the audience.

You can list the common key indicators such as Global Net Revenue, Like for Like Growth, Cash Conversion Cycle, Profit Before Tax. A neutral background picture makes the slide more attractive and circles with highlights on the right help to stay focused on important numbers.

Show revenue and profit snapshot on one dashboard slide

This slide shows how you can summarize net sales and profitability evolution using gauges and a simple bar chart. The dashboard illustrates typical profitability measures: Net Sales, Operating Expenses, EBIDTA, and PBT as easy-to-read gauge charts. The profit growth over the years is shown as a clear bar chart.

Illustrate revenue highlights with clear charts

If you’d like to include additional data, for example, revenue highlights over time or regions, you can do it as on the slides above. The first one presents sales distribution breakdown by months and categories. The second slide example presents sales split by worldwide markets geographies on a world map as light background underlining the location of the markets.

Small elements, like pin icons, doughnut charts, and color-coding will help you add a professional look to your presentation.

Pro tip: To help non-financial people digest the data, keep your slides short, don’t stuff them with jargon words . Use illustrations, and make the most essential data points clearly visible.

Include balance sheet and cash flow tables

The very common problem is the unreadability of massive tables. The balance sheet and cash flow statement will be definitely complex, as you need to squeeze many numbers inside.

Notice how color-coding is used for various table sections, and illustrative symbols, which don’t steal attention from the content, rather nicely add up. A text box aside can be used for your comments or notes.

Compare key drivers of a revenue growth

To illustrate the comparison of several growth drivers, you can apply such stacked bars.

Notice how specific drivers (E-commerce, Emerging Markets, Organic Growth, New Product Lines) are illustrated by corresponding icon symbols, all in one consistent style.

Visualize revenue analysis for each quarter in your financial report

To present an analysis of sales revenue over the year, you can use such a bar chart. It’s slightly enhanced by adding quarter signs over the data chart.

This data chart illustrates revenue analysis split by quarters and channels. If you have some comments or notes you’d like to discuss, we advise putting the most essential point in bold.

Present your financial metrics and indicators as a dashboard grid

Want to go deeper and include the analysis of some ratios? A good idea is to firstly remind your audience what are those indicators and what exactly they show.

If you have more items to show on one slide, it’s good to organize them to some regular grid. Make sure all elements are aligned to make it look professional.

If you have more items to show on one slide, it’s good to organize them to some regular grid.

You can include general definitions and development of key financial ratios e.g. growth, profitability, liquidity, efficiency, solvency, and capital market ratios. On the slide example, you can see the capital market ratios KPI line chart which shows Dividend Yield and P/E Ratio change over the years.

Guide on how to redesign P&L Statement to a stylish table

Here’s a step-by-step guide on how you can create a P&L Statement table using simple shapes, icons, and a few tricks that will save you time.

1. Use simple PowerPoint shapes to create a stylish table design.

2. Adjust your source P&L table to be readable.

The trick is to have enough margin inside the table cell.

3. Enhance the table header

Add ribbon shapes as an additional header row to make the table look nicer.

4. Redesign the first column

You can add stylish arrows in a place of 1st table column.

5. Enrich your table with icons and a background picture.

See the whole instruction and other visual examples here: How to Create an Effective Company Financial Report Using PowerPoint.

Need to prepare a broader annual report and focus on business highlights? See how to create a comprehensive overview of activities using graphs, icons, infographic elements, and data-driven charts in this blog .

Resource: Financial Report and Performance Indicators Presentation

The graphics in this blog are a part of our financial report layouts collection. Our financial review deck incorporates 30 infographics slide templates for a financial summary overview, balance sheets with assets and liabilities, income statement, profit and loss reports, revenue and profit snapshot, cash flow statement, explain types of financial ratios, key growth drivers, or breakdown of your operational expenses.

You can reuse graphs and charts, and tailor them to your needs in order to make your slides clear and easy to understand. See the full deck here:

Financial Report and Performance Indicators PPT Presentation

Using concise, modern images will make your PowerPoint structured and consistent. To make your presentations even more appealing, consider also using this collection of professionally designed diagram layouts .

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Blog Data Visualization

15 Financial Report Examples to Communicate Financial Data

By Danesh Ramuthi , Oct 26, 2023

A financial report offers an in-depth view of a company’s financial status over a specific period, encompassing crucial documents like the balance sheet, income statement and the statement of cash flows. 

Such reports provide a clear lens into a company’s operations, enabling stakeholders, financial analysts and investors to evaluate both short term and long term assets and liabilities, net income and the overall financial health.

From the intricacies of accounts receivable and payable to the clarity provided by the statement of cash flow reconciles, financial reports are indispensable.

Furthermore, they reflect a company’s performance, detailing sales revenue, operating expenses and even non-operating revenue. These documents are governed by international financial reporting standards and generally accepted accounting principles, ensuring accuracy and transparency

Dive into our curated collection of 15 financial report examples that elucidate the art of communicating intricate financial data. 

And if you’re seeking an intuitive tool to craft your own financial reports, check out Vennagge’s report maker and access a range of tailored financial report templates . 

Click to jump ahead:

• 15 Financial report examples

How to write a financial report?

What is the difference between financial reports and financial statements, 15 financial report examples to communicate financial data.

Financial reports play a pivotal role in communicating a company’s financial position, performance and projections to its stakeholders. Let’s explore a few types of financial report examples and a comprehensive view of its components and significance.

Annual financial report

The annual financial report is like a yearly check-up for a company’s money. It starts with the company’s mission and vision, which tell us what the company wants to do and where it hopes to go. 

Next, there’s a financial overview that includes important things like the profit, income, budget, expenses, net income and revenue. 

Beyond the numbers, the year’s milestones, challenges and achievements come alive in this section. 

Be it a record-breaking sales figure, expansion into new markets or innovative product launches, the highlights offer a narrative, bridging financial data with the company’s operational journey. 

Financial analysts often look at this section to gauge the company’s performance against its mission and vision, assessing its trajectory for future growth.

Monthly financial report

Monthly financial reports play a pivotal role in the financial management and oversight of any business.

These concise yet comprehensive documents capture the essence of a company’s financial activities over a month, providing valuable insights into revenue streams, expenses incurred and overall profitability.

Tracking these monthly figures allows businesses to swiftly identify trends, pinpoint areas of concern and react to any short-term challenges before they escalate.

The timely nature of these reports means that any deviations from projected performance can be quickly addressed, ensuring that the business remains on a path of sustained growth. 

Furthermore, by offering a detailed breakdown of aspects like sales revenue, operating expenses and potential liabilities, these reports empower businesses to make data-driven decisions, optimize cash flow and fortify their financial health in the competitive marketplace.

Income statement financial report

The income statement, commonly referred to as the profit and loss statement, is one of the three paramount financial statements used by businesses to showcase their financial performance over an accounting period. 

While the balance sheet provides a snapshot of assets and liabilities and the cash flow statement details cash movements, the income statement zooms in on the company’s revenues, expenses, and overall profitability.

It illuminates crucial aspects like operating expenses, sales revenue and net income, offering insights into the company’s operations and its relative standing in the industry. 

By deciphering the data within an income statement, companies can identify areas of efficiency, detect underperforming sectors and align their strategies to ensure optimal financial performance.

Statement of cash flows financial report

A cash flow statement stands as a crucial pillar in a company’s financial reports, detailing the movement of money within the business. 

It captures all cash inflows, from everyday operations to external investment sources, and all outflows, including those that cover various business activities and investments. 

By examining this statement, one can understand if a company is generating enough cash from its operations or relying on external financing. 

Moreover, it helps in ascertaining how a company is managing its cash resources, providing insights into its financial health and operational efficiency.

Statement of change in equity financial report

The statement of change in equity delves deep into the shifts in a company’s equity over a defined accounting period. Commonly known as the statement of retained earnings, this document offers insights into the financial decisions that impact shareholder value. 

It encompasses elements like net profits or losses and the distribution of dividends. By analyzing this statement, stakeholders can grasp how well the company is doing in terms of increasing its retained earnings and thus, enhancing its overall financial health. 

This report plays a vital role in deciphering the company’s commitment to its shareholders, reflecting on its strategic financial decisions.

Summary financial report

A summary financial report can be visualized as a bird’s-eye view of a company’s financial terrain. Unlike exhaustive reports that delve deep into the numbers, this summary highlights the key aspects: revenue, expenses, cash flow, assets, liabilities and equity. 

It’s a tool that encapsulates the company’s financial story, helping investors and stakeholders quickly gauge the business’s fiscal position. 

Whether released quarterly or annually, this summary serves as a preliminary tool for deeper financial exploration, offering a concise yet informative glimpse into the company’s financial trajectory.

Analysis financial report

Financial reports are crucial documents that provide detailed insights into a company’s financial health and performance. At the heart of this analysis is the income statement, which offers a breakdown of a company’s sales revenue, operating expenses and net income over a specific accounting period. 

Another essential element in the analysis is the balance sheet. This statement provides a snapshot of the company’s assets, liabilities and shareholders’ equity at a particular point in time. 

By comparing the company’s assets to its liabilities, one can gauge its financial stability and solvency. Additionally, elements like retained earnings give an insight into the company’s reinvestment strategies or dividend payments to shareholders. 

One should not forget the importance of financial ratios derived from these reports, such as the earnings per share (EPS), which can influence the company’s stock price. 

By following generally accepted accounting principles (GAAP) or international financial reporting standards (IFRS), companies ensure that their financial reporting examples are consistent and transparent.

Business financial report

A business financial report serves as a compass, indicating the fiscal direction and health of a company over a specified duration.

The linchpin of this report is the income statement, which paints a vivid picture of the company’s earnings landscape by detailing its total sales revenue and segregating operating from non-operating revenue.

It also shines a light on the net income or loss for the period under scrutiny. 

Another critical component of the business financial report is the balance sheet. This offers a consolidated view of the company’s assets, liabilities, and shareholder equity. 

The balance between assets and liabilities gives stakeholders a clear picture of the company’s financial stability and its ability to meet short-term and long-term debt obligations. 

For instance, accounts receivables might indicate the company’s efficiency in collecting dues, while accounts payable can provide insights into the company’s management of its debts. To supplement these, the cash flow statements show how the company manages its cash from operations, investments and financing. 

When combined, these financial documents create a holistic view of a business’s financial health, guiding decisions related to investment banking, marketable securities, and other financial accounts.

Budget financial report

A budget financial report is a forward-looking document that provides an organized and detailed plan for a company’s financial activities for a specific period. This type of report typically includes projected income statements and expected cash flow statements. 

One primary purpose of such a report is to set financial targets for the upcoming reporting period, be it short-term or long-term. By comparing these forecasts with actual financial data as the period progresses, companies can gauge their financial performance and make necessary adjustments to their business operations.

Budgeting plays a pivotal role in financial planning. This report delineates where a company expects its revenue to come from, be it sales revenue, operating revenue or non-operating revenue, and how it plans to spend it.

On the expenditure side, the budget might break down operating expenses, dividend payments, investment in marketable securities and more.

Additionally, this report will often account for both current assets and liabilities and long-term assets and debts. 

By analyzing the budgeted financial statements against the actual financial statements, stakeholders can understand the company’s financial position, its capacity for future growth and its overall business’s financial health. 

Moreover, the budget financial report aids in strategizing investment activities, financing activities and managing the company’s operations effectively, ensuring that the company remains on track to achieve its financial objectives.

Financial reports are instrumental in illustrating a company’s financial position and performance over a specific period. They serve as a roadmap for stakeholders, guiding business decisions and investments.

Crafting an insightful financial report involves a structured approach, detailing various financial activities and metrics.

Step 1: Offer a company overview

Begin by providing an overview of your company. This section should shed light on the company’s operations, market position and business objectives.

Ensure that the company’s financial health and major business operations are highlighted, offering readers a foundation upon which they can base the forthcoming financial data.

Step 2: Delve into sales projections and key financial aspects

Detail your company’s sales forecast, illuminating expected sales revenue and any factors influencing these projections. Additionally, delve into other crucial sections like financial targets, operating revenue and any non-operating revenue.

This offers stakeholders a bird’s-eye view of the company’s expected financial performance for the reporting period.

Step 3: Ascertain the company’s value

Incorporate a section dedicated to the company’s valuation. This should encapsulate assets and liabilities, shareholders equity and any long-term or short-term debt. The company’s valuation is pivotal for investors and financial analysts to ascertain the company’s worth and its potential for future growth.

Step 4: Add the summaries of key financial statements

A comprehensive financial report encompasses summaries of vital financial statements. Furnish a brief overview of the company’s income statement, balance sheet and cash flow statement. 

These statements provide insights into the company’s net income, assets liabilities, cash flows and the overall financial health. By adhering to international financial reporting standards or generally accepted accounting principles, you ensure transparency and consistency in financial reporting.

Step 5: Finish with the summary of the entire report

Conclude the report by summarizing your findings. This section should encapsulate your final views about the company’s financial position, performance and potential. Share opinions on whether the company is poised for profit or might incur a loss. 

Consider weaving in financial ratios or any other important financial statements that can bolster your claims. A succinct summary aids stakeholders in quickly grasping the crux of the financial report, influencing their decisions about the company’s prospects.

Related: 20 Professional Report Cover Page Examples & Templates [100% Customizable]

While both financial reports and financial statements serve as pivotal tools in illustrating a business’s financial health, they each have distinct roles and attributes.

At their core, financial statements are essentially a subset within the broader scope of financial reports. Below are the primary contrasts between these two financial tools:

Scope of the report & statement

A financial statement, such as an income statement or a cash flow statement, zooms in on a specific financial aspect. In contrast, a financial report is an amalgamation of multiple related financial details, often encompassing several statements. 

Formatting of the report & statement

Precision in presentation is important for financial statements like the balance sheet. They adhere to set standards, categorizing assets, liabilities and owner’s equity into clear segments with aggregated values for each segment. 

Financial reports, while encapsulating this data, enjoy more flexibility in their presentation format, allowing for variations that might not be possible in individual financial statements.

Length of the report & statement

Given its comprehensive nature, a financial report is typically more voluminous than a single financial statement. 

It paints a holistic picture of a company’s financial terrain, necessitating the inclusion of diverse financial metrics and analyses. 

On the other hand, a financial statement is a concise document focusing on a singular financial facet. 

From assessing an organization’s overall financial health annually to understanding monthly financial fluctuations, the variety of financial report examples underscores the importance of thorough and diverse financial reporting. 

These reports, ranging from the granular focus of income statements to the broader analysis found in summary and business reports, offer stakeholders, both internal and external, a clear window into an entity’s financial position and performance. 

Mastering the nuances of each type can significantly enhance financial transparency and decision-making.

If you’re looking to craft insightful financial reports, tools like Venngage report maker can make the process seamless. Their extensive range of financial report templates ensures you have the perfect layout and design for every financial insight you wish to share.

Financial performance presentation: A comprehensive guide

Learn to choose the right data, visuals, and storytelling techniques to impress your audience.

Raja Bothra

Building presentations

Welcome to the ultimate guide on crafting a stellar financial performance presentation.

In this comprehensive article, we'll delve into the world of financial presentations, covering everything from the basics to advanced techniques. Whether you're a seasoned financial analyst or a newbie in the field, we've got you covered.

What is financial performance?

Before we dive into the nitty-gritty, let's establish a clear understanding of what financial performance entails. Financial performance refers to the evaluation of a company's fiscal health and efficiency. It encompasses a range of critical elements, including revenue, profitability, and financial stability.

Benefits of financial performance presentation

A well-structured financial performance presentation offers numerous advantages. It serves as a powerful tool for communicating your organization's financial story effectively. Here are some key benefits:

• Clarity and transparency : A compelling presentation ensures that your financial information is presented clearly, fostering transparency.
• Informed decision-making : Stakeholders can make informed business decisions based on the insights provided in your presentation.
• Engaging stakeholders : Engage your audience with visually appealing slides that convey complex financial data in an understandable manner.
• Demonstrate expertise : Show your expertise in financial matters by crafting a presentation that reflects your knowledge.

KPIs and metrics to include in financial performance presentation

Now, let's get into the meat of the matter - the key performance indicators (KPIs) and metrics that should feature prominently in your financial performance presentation.

These metrics provide a snapshot of your organization's financial health:

• Revenue analysis : Start by showcasing your revenue growth over time. Use graphs to illustrate quarterly and annual revenue trends.
• Profitability Metrics : Discuss your profitability with metrics like gross profit margin and net income. Use charts and tables for a visual impact.
• Balance sheet insights : Dive into your balance sheet to highlight assets and liabilities. Ensure that you represent this information in an illustrative manner.
• Cash flow statement : Explain your cash flow with clarity. This is vital for demonstrating liquidity and solvency.
• Financial ratios : Incorporate key financial ratios like debt-to-equity and return on investment to give a comprehensive view.
• Income statement details : Present your income statement data, emphasizing operating income and net sales.

How to structure an effective financial performance presentation

To create an impactful financial performance presentation that conveys complex financial information efficiently, follow these steps:

1. Introduction:

Begin your presentation with a captivating introduction that sets the stage for what's to come. Start by highlighting the purpose of your presentation, the key financial metrics you'll be discussing, and provide a brief overview of your company's financial performance.

2. High-level overview of financial performance:

Start with a high-level overview of your company's financial performance. This should include key metrics such as revenue, profit, and cash flow. Make sure to compare your current performance to prior periods and industry benchmarks. Use this section to give your audience a snapshot of where your company stands financially.

3. Key trends and developments:

Dive deeper into your company's financial performance by discussing any key trends or developments. This could encompass a wide range of factors, from new product launches to market expansion and changes in customer behavior. Utilize charts, graphs, and tables to illustrate these trends and make the data more digestible.

4. Financial outlook:

Provide insights into your company's financial outlook for the future. This should include your expectations for revenue, profit, and cash flow. Additionally, discuss any significant risks or opportunities that could impact your financial performance down the line. It's crucial to offer a forward-looking perspective to guide your audience's understanding of your company's financial trajectory.

5. Conclusion:

Summarize the key points of your presentation in a concise and impactful manner. Reinforce the main takeaways and leave your audience with a positive impression of your company's financial health.

Additional tips for delivering an effective financial performance presentation:

• Clear and concise language: Avoid using technical jargon or acronyms that your audience may not understand. Communicate your message in plain, straightforward language to ensure clarity.
• Visual support: Incorporate visuals such as charts, graphs, and tables to support your presentation. Visual representations of data can enhance understanding and engagement.
• Q&A preparation: Anticipate questions from your audience and be well-prepared to address them. Clear and concise responses will reinforce your expertise.

Sample presentation structure:

Slide 1: Title slide

Slide 2: Introduction

• Purpose of the presentation
• Key financial metrics
• Brief overview of the company's financial performance

Slide 3: High-level overview of financial performance

• Comparison to prior periods and industry benchmarks

Slides 4-6: Key trends and developments

• Discussion of significant trends or developments
• Use of charts, graphs, and tables for visual support

Slide 7: Financial outlook

• Future expectations for revenue, profit, and cash flow
• Discussion of key risks and opportunities

Slide 8: Conclusion

• Summary of key presentation points
• Leaving the audience with a positive impression of the company's financial health

Remember that you can adjust this structure to suit your specific audience and purpose. Whether presenting to investors, employees, or other stakeholders, tailoring your approach will enhance the effectiveness of your financial performance presentation.

Do's and don'ts of a financial performance presentation

To ensure your presentation hits the mark, here are some do's and don'ts to keep in mind:

• Know your audience: Tailor your presentation to the specific needs and interests of your audience. Consider what they need to know about your company's financial performance and anticipate the questions they are likely to have.
• Be clear and concise: Avoid using technical jargon or acronyms that your audience may not understand. Explain complex concepts in a simple and straightforward manner, ensuring that everyone can follow along.
• Use visuals: Visual aids, such as charts, graphs, and tables, can significantly enhance the understandability and engagement of your presentation. Visuals provide a clear and visual representation of data.
• Tell a story: Don't just present numbers and metrics; use your presentation to weave a narrative about your company's financial performance. Highlight key trends and developments and discuss their implications for the future.
• Be prepared: Anticipate questions from your audience and be well-prepared to answer them. Clarity and confidence in your responses reinforce your expertise.

Don'ts:

• Avoid information overload: Resist the temptation to overwhelm your audience with an excess of information. Focus on the most critical metrics and trends that provide valuable insights.
• Steer clear of jargon: Refrain from using industry-specific jargon or acronyms without clear definitions. If you must use technical terms, ensure they are explained clearly for everyone's understanding.
• Don't over-depend on slides: Your presentation should go beyond the slides. Use them as aids to explain the data and provide context, but don't let them do all the talking. Your spoken words should complement the visuals.
• Admit when you don't know: It's okay not to have all the answers. If you're asked a question during the presentation that you cannot answer, acknowledge it, and offer to follow up with the individual afterward.

Summarizing key takeaways

• Financial performance involves assessing a company's fiscal health.
• Benefits of a presentation include clear communication, informed decisions, and engagement.
• Key metrics to include are revenue, profitability, balance sheet, cash flow, ratios, and income statement data.
• An effective presentation structure includes an intro, overview, trend analysis, financial outlook, and conclusion.
• Presentation tips: Use clear language, visuals, prepare for questions, and adapt to your audience.
• Do tailor to your audience, be clear, use visuals, tell a story, and be prepared.
• Don't overload with information, use jargon, rely solely on slides, or hesitate to admit when you don't know an answer.

1. What is a financial performance presentation, and how does it differ from a traditional powerpoint presentation?

A financial performance presentation, often referred to as a financial report presentation or financial powerpoint presentation, focuses specifically on showcasing the financial results and overall financial health of a company. Unlike a typical powerpoint presentation ppt, which may cover various topics, this presentation is dedicated to presenting financial information, including important financial data and performance data.

2. Can I use prezent to create a financial performance presentation with editable templates and financial slides?

Yes, Prezent offers a range of editable templates designed for financial presentations deck. These templates make it easy to present financial data and make your slides visually compelling. Whether you need a dashboard slide or a pie chart to display financial kpi information, Prezent has you covered.

3. How can I effectively display financial information, such as revenue and profit, in my financial performance presentation?

To effectively display financial information, consider using charts and graphs, such as pie charts and doughnut charts, which are available in Prezent's presentation templates. These visually compelling ways of presenting financial data can help your audience understand the performance data at a glance.

4. What should be included in an executive summary of a financial performance presentation?

An executive summary in your financial performance presentation should provide a concise overview of the financial results, including turnover, profit and loss (P&L) statements, and KPIs. It's essential to make your presentation easy to understand, especially for shareholders and creditors who may need additional information presented in a clear and straightforward manner.

5. How can I turn complex financials into a one slide presentation that drives results?

Transforming complex financial information into a single, impactful slide is a skill that Prezent can help you develop. With Prezent's templates and tools, you can create a dashboard slide or a presentation template that condenses many numbers into an easy-to-understand format. This can be especially useful for presenting financial data in meetings or during slide shows.

Create your project financial performance presentation with prezent

Now that you've gained insights into crafting an impactful financial presentation, it's time to put your knowledge into action. Utilize Prezent's powerful features, including slide templates and a plethora of design options, to create presentations that truly represent your financial data.

• Templates and designs : Access brand-approved designs and templates for a professional look.
• Time efficiency : Utilize a vast library of pre-made elements to save time on creation.
• Data visualization : Easily incorporate charts and graphs to visualize financial data.
• Collaboration : Collaborate in real-time with team members for input and review.
• Compliance : Ensure 100% compliance with brand guidelines for consistency.
• Document management : Organize and manage presentation materials efficiently.
• Customization : Personalize presentations to match project needs and goals.
• Overnight service : Get a polished presentation overnight to meet tight deadlines.

Try our free trial or book a demo today with Prezent!

Start impressing your audience today!

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Annual Report Presentation Template

Prepare an engaging annual report presentation in half the time.

Trusted by 65M+ users and leading companies

About the Annual Report Presentation Template 

An Annual Report Presentation Template is a structured framework that you can use to quickly create your annual report presentation for shareholders.

So much information needs to be presented in an annual report. This is made easier thanks to this template and ready-to-customize graphics. All you need is your data, and you’ll be ready to customize the Annual Report Presentation Template to create your presentation in half the time.

What should be included in an annual report presentation? 

The specifics of what to include in an annual report presentation may vary depending on your industry and company size. Here’s a guideline to follow for most annual report presentations:

Background information : A thorough annual report presentation should explain the company’s vision. But it should also break down the strategic approach in place to achieve that vision.

Highlights and challenges : What were the biggest highlights of the year? What about the biggest wins? And what challenges did the company have to overcome? You can also include investor news, investor alerts, and other important information.

Financial section : The financial section is one of the most important parts of your annual report presentation. Make sure to include any data and financial statements about company performance, revenue breakdown, growth, charts and figures, and anything else shareholders need to know to get the full picture of the company’s financial year.

Future plans : What’s in store for the next few years? Wrap up every annual report presentation with financial projections, market and competitor analyses , and any other vital information about the future of the company.

Use your judgment to add any additional information you need to make your investor presentation feel complete.

Tips for delivering a successful annual report presentation 

An annual report presentation can significantly impact a company, so you should prepare it carefully before you present it to shareholders. Here’s how to deliver a well-structured annual report presentation.

Take advantage of graphics to showcase numbers: Annual report presentations contain a heavy amount of financial information. If you showcase this information either verbally or in large paragraphs of text, your audience may struggle to get what they need out of your presentation. Instead, use graphics and charts to present your most important numerical data in an easy-to-digest format. All members of your audience will understand your data at a glance instead of having to process complex sentences.

Use less text and more visuals : The saying ‘A picture is worth a thousand words’ is true, especially for annual report presentations. Too much text will weigh your slides down and take more time for your audience to digest your information. Your annual report presentation slides should be a visual aid to your spoken word, not a replacement. 

Showcase the benefits of investing in the company: The purpose of an annual report presentation is to keep shareholders informed and satisfied that their investment is safe with the company. Structure your presentation in a way that clearly explains why shareholders should hold their investment and also why they should continue to invest more into the company. 

Tell a story throughout the presentation : Data on its own can be a bit dry. Make your annual report more engaging by using your facts to tell a story. Stories have plots, characters, conflicts, themes, and settings. Position your shareholders as the protagonists and your competitors as the antagonists of your story. When you explain what’s in store for the future of the company, this should “resolve” the story and leave your audience with a sense of hope.

Tip: Make sure to practice your presentation before you present it to your audience.

How to use the Annual Report Presentation Template 

Miro’s digital workspace makes it easy for several people to collaborate on an annual report presentation at once. This is an important feature since you’ll likely need the input of more than one person to get the data you need.

To begin, select the template on this page and follow these steps to customize it for your annual report presentation:

Gather the data for your annual report: Before you start customizing the presentation, make sure to have all the data you need on hand. This will require quite a bit of work on your end. However, creating your presentation will be much easier if you have all your information in one place.

Create a rough outline: Don’t worry about making the details perfect yet. Start by creating frames on your board to outline your presentation. Frames will act as your slides when it’s time to present. You can easily drag and drop frames to change the order of the outline as you go.

Customize the Annual Report Presentation Template: Your template comes fully loaded with sample graphics and charts. Use your data to populate the template and change the colors, fonts, and other visual elements to fit with your company’s brand. 

Get internal feedback before the presentation : Invite stakeholders to your board to get feedback before you make your final edits. You can host a collaborative meeting to get live feedback.

Deliver the presentation using presentation mode : No need to export your frames — you can use Miro’s Presentation mode to present your annual report presentation without leaving your board. 

What is the most important section of an annual report presentation?

An annual report presentation should put shareholders’ minds at ease. Once your presentation is over, they should know their investment is safe with the company. That’s why the most important section of your presentation is information on whether the company made a profit or loss during the previous fiscal year — and how this impacts shareholders. If the company didn’t meet its goals, it’s important to also present a gap analysis. The company’s growth over the years is also important, as well as future plans for continuing that growth.

How do you start an annual report presentation?

To begin your annual report presentation, give an introduction to the company. Present the company’s founders and the note from the CEO, if you have one. This information will give context for what shareholders are about to see.

How do you end an annual report presentation?

Every annual report presentation should end with a roadmap for the future and any upcoming events. Leave your shareholders hopeful and excited for what lies ahead.

Get started with this template right now.

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35+ Best Finance PowerPoint PPT Templates (Financial Presentations)

Big numbers and data play an important role in every financial PowerPoint presentation. It’s how you validate and prove your claims.

But the way you present the data in your PowerPoint slides is the key to delivering a successful presentation.

Whether it’s a pitch deck for a financial project, a yearly financial report, or promoting a finance consulting firm, your presentation slides need to be designed in a way that makes your statements and data easy to understand.

Of course, not everyone has the time or the experience to design over-the-top presentations. And thanks to pre-made PowerPoint templates, you don’t have to.

We handpicked a collection of financial PowerPoint presentation examples that you can use to find inspiration for your slideshow designs. The best part is you can download these templates to make amazing finance presentations within minutes. Have a look.

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Investor – Financial Consulting PowerPoint Template

This PowerPoint template is designed with financial consulting firms and agencies in mind. It’s perfect for making presentations for showcasing your business as well as for promoting your services. The template includes 30 unique slide layouts with useful designs including pricing tables, charts, editable graphics, and more.

Financial Pitch – PowerPoint Presentation Template

If you’re working on a pitch deck design for presenting a financial project, you can take inspiration from this PowerPoint template. It includes 30 must-have slides for every pitch deck presentation. And you can easily download and customize each slide to make your own pitch decks as well.

Financy – Financial PowerPoint Template

Financy is a multipurpose PowerPoint template that you can use for all kinds of finance-related presentations. It includes 40 unique slides with flexible designs. You can edit them to make unique layouts for financial reports, agency portfolios, business profiles, and much more. You’ll also find editable graphics, device mockups, and charts for making your presentations more convincing.

Investment & Financial Consulting PowerPoint Template

Making slides with a clean and minimal design makes it easier to give more attention to the text, quotes, and data in a presentation. This PowerPoint template is designed with that goal in mind. It features 32 different slides with clean designs. The slides also include editable graphics, image placeholders, and more.

Dashi – Financial Dashboard PowerPoint Template

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Finance Company PowerPoint Template

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This PowerPoint template has the perfect design for making presentations for investment-related topics. There are 30 unique slides in this template with fully editable layouts, changeable colors, image placeholders, and more.

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The colorful design and its sleek layouts make this PowerPoint template a great choice for creating pitch decks for finance-related projects. It includes 40 unique slides with editable graphics and free fonts.

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Apollo – Modern Finance PowerPoint Template

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Annual Report – Business & Finance PowerPoint Template

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Home PowerPoint Templates Business PowerPoint Templates Annual Report Slides for PowerPoint

Annual Report Slides for PowerPoint

The Annual Report Slides for PowerPoint  is a pitch deck of 23 slides to show a transparent view of the company’s activities in the preceding financial year. An annual report is a cumulative detail of organizational activities and accomplishments revealed through financial reports, statements from boards, and other statistical data. This annual report template is designed using attractive theme elements and high-quality images. Although the template is a comprehensive approach to presenting a yearly report, users can edit each component to modify it accordingly.

The Annual Report PowerPoint template contains slides for five major components of an annual report or year-end presentation which are:

• Company Overview Slides: These slides provide a comprehensive beginning of the report, e.g., the CEO’s Letter, board of directors, corporate profile, corporate history timeline, and annual information infographic slides. Users can edit all the percentages and placeholder text areas to insert the details. Also, they can replace the images for CEO and directors accordingly.
• Service Overview Slides: The service overview slides provide an opportunity to elaborate on what a company works for. It includes an editable mission and vision tiles slide and performance highlights image slide.
• Strategic Report Slides: Presenters can customize the three-segment funnel diagram and corporate committees circular diagram to present the strategic report data visually. The role of these governance committees is to ensure that the organizational structure and activities are by their corporate values and governance ambitions.
• Chart Slides for Financial Review: These slides with editable data charts to graphically represent the statistics. For instance, users can show a balance data sheet (a summary chart or assets and liabilities) using the table and corresponding bar graph. Further, the yearly revenue and cash flow statement can be displayed using the editable pie charts.
• Slides Other Information: This header contains a map slide showing operational areas using a circular diagram over a particular focus region.

All slides of this annual report template for PowerPoint and Google Slides contain the editable text areas for adding the relevant descriptions according to the title. Users can edit each component, i.e., color-scheme, data charts & tables, images, icons, and font styles. So, download this ready-to-use customizable template are prepare your annual report in a go! Alternatively, you can download other year-end slides for presentations or compelling Annual Report presentation templates to use in your company.

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Example Presentation Of Financial Reports Powerpoint Presentation Slides

If you are looking to represent your financial statements, then use our example presentation of financial reports PowerPoint presentation slides. Incorporate this financial statement analysis presentation template to provide a detailed financial detail about your company to your business creditors, investors and analysts which will help them to know about the financial position of the business stability. This financial results PPT template will further result in taking the effective business decisions in accordance to your company’s prevailing position in the competitive market. Utilize this financial report of a company PowerPoint slide as a device which directs your administration to have a control on different business errands. Our financial statement example PowerPoint design is crafted by our group of professional experts for your business development. Thus, showcase your financial record with this interesting PPT layout. Place a bet on our Example Presentation Of Financial Reports Powerpoint Presentation Slides. They will come up trumps everytime.

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Introducing Example Presentation of Financial Reports PowerPoint Presentation Slides. Competently constructed and readily useable and downloadable PowerPoint template, amend able subject matter, PowerPoint images, types, font etc., Prompt content with flexible option to insert company logo, trademark or name, High resolution PPT templates conveying the related concept in an extensive manner, well served with all Google slides, projected on wide screen with high quality PPT graphics.

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Business Annual Report

Business annual report presentation, free google slides theme and powerpoint template.

Download the "Business Annual Report" presentation for PowerPoint or Google Slides. The world of business encompasses a lot of things! From reports to customer profiles, from brainstorming sessions to sales—there's always something to do or something to analyze. This customizable design, available for Google Slides and PowerPoint, is what you were looking for all this time. Use the slides to give your presentation a more professional approach and have everything under control.

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Handbook: GHG emissions reporting

Handbooks | March 2024

Our guide explains the measurement and reporting of GHG emissions through the lens of the Greenhouse Gas Protocol.

This handbook provides an introductory explanation of GHG emissions reporting and is written for finance professionals who are more familiar with financial reporting and generally accepted accounting principles. As such, we explain concepts in a way that we think will be the most understandable for you, our audience.

This March 2024 edition includes newly added Q&As on certain aspects of GHG emissions reporting – particularly carbon offsets – and updated comparisons between the GHGP and the SEC climate rule, European Sustainability Reporting Standards, and the standards released by the International Sustainability Standards Board.

Applicability

Standards and guidance of the Greenhouse Gas Protocol

• All entities  

A consistent, transparent, comparable, reliable and timely GHG inventory is at the heart of good climate reporting. I have this handbook dog-eared and highlighted because it's such a valuable resource every time I review GHG calculations and disclosures.

Maura Hodge

KPMG US Audit ESG Leader

GHG 101: The fundamentals

The world of finance is expanding. Beyond numbers and into nature.

We increasingly find familiar concepts – accounting, reporting – with unfamiliar elements – greenhouse gases, renewable energy. This merging of worlds has made one thing clear: nature isn’t just for the scientists anymore; finance professionals are living in this ecosystem too.

Climate-related disclosure requirements are now a reality in standards issued by the International Sustainability Standards Board and the European Commission; and in the US, the SEC has issued its final climate rule and the State of California has mandated climate-related disclosures for thousands of companies. These requirements are likely to shape the global climate reporting landscape. And although different in a number of ways, these requirements share a common anchor: greenhouse gas emissions .

More companies than ever before face regulatory requirements to report the direct and indirect emissions associated with their operations. And this reporting will be heavily informed by the Greenhouse Gas Protocol. 

The Protocol has emerged as a nexus in the climate reporting ecosystem. It provides the underlying principles, concepts and methods to develop a greenhouse gas emissions inventory that can be used for various voluntary or mandatory reporting purposes.

Finance professionals play a valuable role in bridging between scientific data and investor-quality information. And because of its influence on the future of emissions reporting, it is becoming more important for finance professionals to understand the Protocol and the fundamentals of greenhouse gas emissions reporting – GHG 101.

We hope this handbook helps to provide that foundational understanding. Anchored in the Protocol. Translated to the language of Finance.

Report contents

• Foundational concepts
• Organizational boundary
• Operational boundary
• Emissions calculations
• Scope 1 emissions
• Scope 2 emissions
• Scope 3 emissions
• Tracking emissions and setting targets
• Offset credits

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GHG emissions reporting

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GHG emissions reporting for finance professionals

KPMG professionals explain the accounting for GHG emissions through the lens of the Greenhouse Gas Protocol.

SEC mandates climate reporting and assurance

SEC mandates climate reporting and assurance: With its final climate rule, the SEC has responded to concerns while crafting meaningful disclosures for investors.

Handbook: Climate risk in the financial statements

Our in-depth guide comprises a collection of questions, issues and examples that we believe are relevant for companies thinking about the ways in which climate risk can affect their financial statements.

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Financial Stability Review

The Financial Stability Review provides an overview of potential risks to financial stability in the euro area. It aims to promote awareness in the financial industry and among the public of euro area financial stability issues. It is published twice a year, with the next release provisionally set for 16 May 2024.

At a glance

The outlook for euro area financial stability remains fragile amid weak macro-financial conditions and heightened geopolitical risks.

Explore the latest sources of risk and vulnerabilities for the euro area financial system in detail by reading the full report.

We look at risks to euro area residential and commercial real estate markets in a turning property market cycle.

For the media

The outlook for euro area financial stability remains fragile, as tighter financing conditions are increasingly transmitted to the real economy in an environment of weak growth, high inflation and heightened geopolitical risks.

Presentation slides

View the key messages and findings as presented by Vice‑President Luis de Guindos in the press conference marking the latest release.

The ECB Podcast: When the yin meets the yang: resilience in gloomy times

How are financial markets reacting to higher rates, a sluggish economy and geopolitical tensions? Should we worry about property markets?

Analyse the results

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Financial Stability Review, November 2021

The ECB Podcast

Also in some previous episodes of The ECB Podcast, our host talked to experts about topics and trends that matter for financial stability in the euro area.

Are cyberattacks a threat to financial stability? Why do hackers target financial institutions?

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What does financial stability have to do with cycling and zombies? How has the third wave of the pandemic affected the financial system? What risks lie ahead?

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Macroprudential policies.

The Macroprudential Bulletin provides insight into our work in the field of macroprudential policy. The aim of the Macroprudential Bulletin is to raise awareness of macroprudential policy issues in the euro area and to foster broader discussion on key macroprudential issues.

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Formpipe Software publishes its 2023 Annual Report.

Formpipe Software publishes its Annual Report for the financial year 2023 on the company’s website today.

The Annual Report in Swedish is available at the company’s website https://www.formpipe.com/en/investors/reports-and-presentations/ where it can be downloaded as PDF and in European Single Electronic Format (ESEF).

An English translation of the report will be available at the website from the middle of May.

For additional information, contact:

Magnus Svenningson

CEO of Formpipe

[email protected]

This is a translation of the original Swedish version. In the event of any discrepancies between the two versions, the original Swedish version shall take precedence.

Formpipe builds valuable relationships between data and people. Driven by our core values, since 2004 we have developed premium software that provides you with the right information, in the right context, at the right time. Every time.

We help over 5,500 clients worldwide to digitize and automate business processes. Together with our customers and partners, we co-create a digital society where people thrive. We have offices in Sweden, Denmark, United Kingdom, USA and Germany. Formpipe Software is a publicly listed company on Nasdaq Stockholm.

https://news.cision.com/formpipe-software/r/formpipe-software-publishes-its-2023-annual-report-%2Cc3956410

Formpipe-software-arsredovisning-2023 sv

https://mb.cision.com/Main/6271/3956410/2710919.zip

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• Entertainment

Invitation to presentation of EQT AB's Q1 Announcement 2024

STOCKHOLM , April 5, 2024 /PRNewswire/ -- EQT AB's Q1 Announcement 2024 will be published on Thursday 18 April 2024 at approximately 07:30 CEST . EQT will host a conference call at 08:30 CEST to present the report, followed by a Q&A session.

The presentation and a video link for the webcast will be available here  from the time of the publication of the Q1 Announcement.

To participate by phone and ask questions during the Q&A, please register here in advance. Upon registration, you will receive your personal dial-in details.

The webcast can be followed live here and a recording will be available afterwards.

Information on EQT AB's financial reporting

The EQT AB Group has a long-term business model founded on a promise to its fund investors to invest capital, drive value creation and create consistent attractive returns over a 5 to 10-year horizon. The Group's financial model is primarily affected by the size of its fee-generating assets under management, the performance of the EQT funds and its ability to recruit and retain top talent.

The Group operates in a market driven by long-term trends and thus believes quarterly financial statements are less relevant for investors. However, in order to provide the market with relevant and suitable information about the Group's development, EQT publishes quarterly announcements with key operating numbers that are relevant for the business performance (taking Nasdaq's guidance note for preparing interim management statements into consideration). In addition, a half-year report and a year-end report including financial statements and further information relevant for investors is published. Finally, EQT also publishes an annual report including sustainability reporting.

Contact Olof Svensson , Head of Shareholder Relations, +46 72 989 09 15 EQT Shareholder Relations, [email protected]

Rickard Buch , Head of Corporate Communications, +46 72 989 09 11 EQT Press Office, [email protected] , +46 8 506 55 334

This information was brought to you by Cision http://news.cision.com

https://news.cision.com/eqt/r/invitation-to-presentation-of-eqt-ab-s-q1-announcement-2024,c3956826

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