Free Sales Forecasting Templates

By Kate Eby | December 4, 2019

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In this article, you’ll find a wide range of pre-built sales forecast templates, available in Excel, Google Sheets, and PowerPoint formats. 

Included on this page, you'll find a sales forecast sample , a 12-month sales forecasting template for multiple products , a sales forecast presentation example , and many more helpful templates.

Basic Sales Forecast Sample Template

Basic Sales Forecast Template

Download Basic Sales Forecast Sample Template

Excel | Google Sheets | Smartsheet

This sales forecast sample template is simple to use and provides an example of the forecasted sales of a product. Customize this template by using a forecasting technique to gather data, including historical sales information, economic trends, or comparisons within your industry. Enter the year, product, and unit type. Then, add the number of units sold and price per unit — the sales amount and percentage totals will calculate for each month with built-in formulas.

12-Month Sales Forecasting Template for Multiple Products

sales projection presentation

Download 12-Month Sales Forecasting Template for Multiple Products

Excel | Smartsheet

This sales forecasting template provides an estimate of future sales for multiple products in a yearly view, but you can customize it to project sales for any period of time. Enter the product, service, or other category name according to your needs. Then, enter your estimated monthly sales. There is also space to add historical sales, which can help you identify trends and other information that will be useful for making future projections.

3-Year Sales Forecast Template

3 Year Sales Forecast Template

Download 3-Year Sales Forecast Template - Excel

This customizable sales forecast template is designed to forecast sales for a 36-month time period. Enter the number of units sold, unit price, and unit cost of goods sold (CoGS). Once you’ve entered those values, built-in formulas will calculate the monthly and yearly sales growth rate, revenue, margin, and gross profit. This template also provides year-to-year comparisons to identify the years that saw the highest rate of growth.

5-Year Sales Forecast Template

5 Year Sales Forecast Template

Download 5-Year Sales Forecast Template

Excel | Google Sheets

This sales forecast template is user-friendly and displays the monthly and yearly sales projection for a product at a glance. Simply enter the number of units sold and price per unit for a product. Then, the total sales and percentages will auto-calculate with pre-built formulas. This template displays the highest performing month and provides insight into sales trends and fluctuations.

Monthly Sales Projection Template

Monthly Sales Projection Template

Download Monthly Sales Projection Template

This monthly sales projection template is customizable and shows forecasts in a monthly and yearly view. Enter the year forecasted at the top, add total projected sales goals for new business and reorders for each month, and then add actual sales for comparison. The variance will calculate via built-in formulas, so you can measure the accuracy of new monthly sales, product reorders, and combined totals.

Daily Sales Forecast Template

Daily Sales Forecast Template

Download Daily Sales Forecast Template - Excel

This daily sales forecast template enables you to estimate sales projections for a daily or weekly time frame. Use historical sales data for the same time period in previous years, and use the additional space beneath each week’s start date to add notes, including weekly sales or holidays that influenced the price per unit or total sales.

Sales and Budget Forecast Template

Sales and Budget Forecast Template

Download Sales and Budget Forecast Template

This customizable sales and budget forecast template is used to project monthly sales and planned expenses for a company, including advertising, insurance, payroll, and overhead. Add the estimated number of customers, average sale per customer, and average cost per sale. Then, add budgets for operating, payroll, and office expenses. Once you’ve entered those values, pre-built formulas will calculate the total sales, gross profit, total expenses, and net profit for a 12-month period.

Product Sales and Profit Forecasting Template

Product Sales and Profit Forecasting Template

Download Product Sales and Profit Forecasting Template - Excel

This sales and profit forecasting template provides the projected sales, operating income, and market share for a product over a five-year span. Once you’ve entered the product data, the forecasted values will auto-calculate on the Output Scenario tab with built-in formulas. The results provide the forecasted sales and profit based on target operating income and target market share.

Sales Forecast Presentation Template

Sales Forecast Presentation Template

Download Sales Forecast Presentation Template - PowerPoint

This sales forecast presentation template provides visually appealing graphics that you can customize according to your needs. Add projected sales and growth percentages for any time period. Then, add charts and historical data to display trends. This presentation template also includes a slide that allows you to add key takeaways or other pertinent information to support your forecasts.

Deal-Based Sales Forecasting Template

Deal Based Sales Forecast Template

Download Deal-Based Sales Forecasting Template

This sales forecasting template is based on the deal stage, size, and probability. Enter the company name and contact information related to each deal, select the deal stage, and add the deal size. Once you enter the stage and size, the probability and weighted forecast will auto-calculate with built-in formulas. This template also has space to assign a sales representative, select anticipated close dates, and detail necessary further actions.

Opportunity-Based Sales Forecast Template

Opportunity Based Sales Forecast Template

Download Opportunity-Based Sales Forecast Template - Excel

This sales forecast template provides a weighted forecast for opportunities based on the probability of the sale. Add the opportunity name, sales phase, sales agent, region, and sales category. Then, add the forecasted amount and probability for each opportunity. Based on the  values you enter, the weighted forecast will auto-calculate with pre-built formulas and display a visual of sales projections on the Forecast Totals and Forecast Graph tabs.

Sales Forecasting by Lead Stage Template

Sales Forecasting by Lead Stage Template

Download Sales Forecasting by Lead Stage Template - Excel

This lead-driven forecasting template enables you to project the value of each lead on a monthly basis, based on historical data (e.g., the previous sales cycle, lead conversion rates, and average unit price). When you customize the Deal Stage key, the deal stages use formulas to automatically update accordingly. Add contact information, key dates, and the deal value for each lead. Then, the weighted forecast value will auto-calculate according to the closure probability you assign to each stage in the key.

E-Commerce Sales Forecast Template

E-Commerce Sales Forecast Template

Download E-Commerce Sales Forecast Template

This sales forecast template is designed to project future revenue for an e-commerce business over a five-year time period. Enter the marketing budget at the top of the template. Then, enter the number of organic visits, conversion rate, average order value, and other revenue. Once you enter those values, the paid and organic visits, sales, and total revenue will auto-calculate with built-in formulas.

Retail Sales Forecast Template

Retail Sales Forecast Template

Download Retail Sales Forecast Template

This customizable retail sales forecasting template projects the total annual revenue for a five-year time span. Enter the estimated daily footfall, percentage of customers who enter the store and make a purchase, average sale value, and other sources of revenue. Once you enter those values, the total number of customers, sales, and revenue will calculate with pre-built formulas.

Hotel Revenue Projection Template

Hotel Revenue Projection Template

Download Hotel Revenue Projection Template

This sales forecasting template projects the annual revenue of a hotel over a five-year time span. Enter the total number of rooms and the number of operating days in a given year, the occupancy rate and average daily room rate, and the food and beverage percentage, if applicable. The projected room occupancy and total revenue will calculate automatically with built-in formulas.

Bed and Breakfast (B&B) Sales Forecast Template

Bed and Breakfast Sales Forecast Template

Download Bed and Breakfast (B&B) Sales Forecast Template

This sales forecast template is designed to estimate the total revenue for a bed and breakfast (B&B) for a five-year time period. At the top, enter the number of rooms available, the number of days open by season, average room rates, and other revenue. Occupancy rates, available nights, and total projected revenue will calculate with pre-built formulas.

Why Is Sales Forecasting Important?

Performing a sales forecast , or estimating future sales, is a valuable tool you can use to predict the short and long-term performance of your company. When done accurately, a sales forecast can provide keen insight and enable your company to make informed strategic decisions that reinforce and align with your organization’s sales plan . 

Learn more about the key steps involved in performing a sales forecast, along with helpful tips and examples, by visiting " The Last Guide to Sales Forecasting You'll Ever Need: How-To Guides and Examples ."

Improve Sales Forecasting with Smartsheet for Sales

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7 Presentation Templates For Sales Managers and Teams

7 Presentation Templates For Sales Managers and Teams

The foundation of a successful sales team is communication— both internally and externally. Offering solutions to prospective clients’ business needs is how you scale your own business, and that’s done through in-person meetings, virtual pitch decks, emails or lead generation strategies. But before you prepare any client-facing communications, your sales team needs to be aligned on sales strategies, account management, and sales projection. It’s a sales manager’s job to facilitate those conversations with their team and give them the tools necessary to close more deals. 

Presentations are a crucial tool for sales teams’ scalability. From all-hands meetings to sales proposals, presentations act as a vessel to communicate your story to the appropriate audiences. Of course, sales managers aren’t designers by trade and the presentation creation process can be overwhelming if you don’t know where to start. 

Luckily, there’s a presentation template for that. Beautiful.ai offers a robust library of pre-built, customizable presentation templates curated by industry experts. They serve as a starting point to give you the inspiration you need to package up your own story.

To save you time, we rounded up the 7 presentation templates that every sales manager can benefit from having in their back pocket. 

Sales strategy

A sales strategy helps sales teams achieve their sales goals and close more deals. Beautiful.ai’s sales strategy template enables managers and sales reps to prioritize and engage with potential customers, while developing different selling models to reach prospective clients. 

Our customizable template has everything you need for a sales strategy like key performance indicators (KPIs), sales process, and product overview. A thoughtful sales strategy presentation can help teams understand things like target market, response time between inbound leads and first sales touch-point, and how to properly demo the product.  

Our sales strategy template can also help you identify objectives and provide guidance to your sales team, create product positioning guidelines, and share sales pipelines and wins with the team and other stakeholders.

sales projection presentation

Key account management

Not all of your clients provide the same value to your business. Your key accounts should have a low cost-to-revenue ratio with opportunity to grow in the future. A key account management (KAM) presentation helps teams identify their key accounts and nurture those relationships to their full potential. A successful KAM presentation can help teams define their target accounts, and outline your objectives, for a more favorable outcome. 

Our KAM template can also help you focus sales efforts more effectively, build better relationships with high-profile clients or customers, or optimize sales team results and increase revenue growth for the business.

sales projection presentation

Sales go to market

A sales go to market plan helps sales teams identify market size, define a value proposition, and achieve their sales goals with better product positioning and messaging. Sales leaders can set their teams up for success with Beautiful.ai’s sales go to market presentation template with things like market size and trends, KPIs, and an actionable plan. A thoughtful sales go to market presentation can help teams understand buyer personas and how to position their product or offering when talking to prospective customers.  

Our sales go to market template can also help you identify your sales go to market plan and provide guidance to your sales team, evaluate target market and market trends, or share financial projections with upper-management and other stakeholders.

sales projection presentation

Case studies address consumer challenges and highlight the solutions your service or product can deliver. This kind of presentation helps instill confidence in your brand and convert prospective clients to paying customers. Include your company background, past customers, a product demonstration or video, and outline how you can provide each client with positive results. A quality case study presentation illustrates real-world success using data. Our case study template will help you keep your clients engaged while you show them potential business solutions in a polished and professional presentation.

Our case study presentation template can be used as an effective way to showcase your success stories, convert prospective clients, and up-sell current clients.

sales projection presentation

Sales proposal

Sale proposals are used to demonstrate how your business, brand, service or product will positively influence a buyer, partner company, or investor. For a sales proposal to be successful it must include a straightforward message, be visually impactful, and show specific stats or data that reference your company’s strengths.

A sales proposal template streamlines the creation process for your proposal slideshow. Rather than limiting yourself to a series of blank slides and adding copy and images as you go, sales proposal templates provide all the basic placement and design for you to fill with customized content.

A sales proposal template can be used for responding to requests for proposals (RFPs), communicating ROI to sales prospects, and pitching sales ideas, concepts, or strategies. 

sales projection presentation

Sales projection

A sales projection is the amount of revenue your business expects to earn in the future. Also called a sales forecast or a business forecast, a sales projection gives you insight into the short-term and long-term health of the company. A set of sales projection slides is essential for sharing the results of your calculations companywide. 

Use the sales projection presentation template to analyze the health of the company, compare projections to past sales numbers, or inform company operations.

sales projection presentation

Team stand-up

Make your daily sales meetings more effective by starting with a template that lets teammates easily track what's going on and how to best optimize processes. Our team stand up template is a pre-built, customizable presentation optimized for team meetings and collaboration. Your sales team meeting will run smoothly with an agenda slide, talking points slide, deliverables update slide and more to keep everyone organized and focused.

Use the team stand up template to keep team members on the same page about pending deals, get executives up to speed on recent sales’ numbers, and ensure everyone is on track toward larger goals or quotas. 

sales projection presentation

Jordan Turner

Jordan is a Bay Area writer, social media manager, and content strategist.

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What Is Sales Forecasting?

Types of sales forecast templates, forecasting templates for startups, forecasting templates for businesses with multiple products, forecasting templates for b2b companies.

Sales projection templates can help you quickly and easily create an accurate, data-driven sales forecast for your team.

Sales forecasting is an important exercise for any sales team that wants to see significant year-over-year growth and the ability to fine-tune their sales process in specific, targeted ways. 

In this article, we’ll go over the basics of sales forecasting, as well as provide various forecast templates to help you streamline the process. 

Here’s what we’ll cover:

  • Top Forecasting Templates for Startups

A sales forecast is a data-driven prediction of the financial outcomes a business will most likely see at the end of a given time period. A sales forecast can provide insight into the performance of individual sales reps, full sales teams, or even entire organizations. 

For overworked salespeople, making financial projections about future sales that may or may not come to fruition can seem like an exercise in futility. But a thorough, carefully considered sales forecast can be a huge asset to your business .

sales projection presentation

In order to create an accurate sales forecast, consider how the following factors currently impact your bottom line:

Your business goals are a very important benchmark for your sales team to keep in mind as you create your sales forecast. While your goals may not directly factor into the actual template, they will help steer your decision-making processes. Both short-term and long-term SMART goals will help give structure to your forecast.

sales projection presentation

Sales Process

Your sales process map will be another helpful tool in creating your sales forecast (if you don’t have one yet, check out our tips on creating one here ). Use your sales process map to pull data points and determine areas of strength and growth.

Company Standards

Chances are that your sales team is made up of salespeople from all different backgrounds and experiences — what one sales rep considers a “qualified lead” may be entirely different from the next. The same goes for things like follow-up communication — how much is too much? Should the follow-up process start on LinkedIn , or via email? 

While it may feel laborious, it’s worth your time to standardize and define these kinds of terms with your team. Use your sales process map to guide this exercise. Having consistency in your metrics will go a long way in pinpointing your sales projections.

In business, every penny counts (this is particularly true for small businesses and start-ups). If you’re not tracking every single penny that goes into and out of your business ( many businesses aren’t ), you need to start ASAP. Your sales projections will only be as accurate as your accounting, and the devil here is in the details. 

sales projection presentation

Don’t worry — you don’t need to go and cut funds from every department. Sometimes knowing the numbers is just as powerful as trimming them. But you’ll only reap the benefits of sales forecasting if you take a good hard look at the dollars you’re currently spending — all of them. 

Befriend Your CRM

If your company utilizes any CRM software, now’s the time to start maximizing it. Your CRM can be a great way to track the many moving pieces that make up a sales forecast. Make sure you understand its full functionality , as many companies tend to only stick to the surface-level features.

When executed correctly, sales forecasts can give you very valuable insight into various aspects of your sales performance over a period of time. It also gives investors a really compelling reason to inject money into your business — if your forecasted sales are promising, they’ll be much more likely to invest.

Different businesses have different needs for sales forecasting templates. These templates may include things like multiple products, multiple time frames, seasonality considerations, and other variables. It’s important to make sure the template you choose captures the full financial picture without overcomplicating it. 

In general, there are seven main types of forecast templates. Some of these standardized templates may work for your business, but you should also feel free to use these as a starting point, and customize as needed

(Don’t be intimidated by this process — you can do most of this with Microsoft Excel or Google Sheets!)

1. Lead Driven Forecasting

With this lead-driven forecasting template , you’ll be relying on extensive knowledge of your leads. Each lead source gets a value assigned, and projections are calculated accordingly.

sales projection presentation

Because this template requires a lot of data about leads and their behaviors, it may not work well for businesses that are just starting out and still researching their customer base. 

2. Length of Sales Cycle Forecasting

Length of sales cycle forecasting  predicts the probability of a deal closing based on where they are in your sales cycle. It then assigns each deal a value based on how far along they are in the process. 

sales projection presentation

This template works well for companies who have robust CRM or other automation tools.

3. Opportunity Stage Forecasting

Opportunity stage forecasting is similar to the previous two templates, though it doesn’t account for source of leads or exact length of sales cycle. Instead, it assigns a probability to each prospect based on what stage of the sales process they’re in. 

sales projection presentation

This template will take these probabilities, assign them a value, and add those values into your sales projection as your leads move through the sales process. 

4. Intuitive Forecasting

Intuitive forecasting is pretty self-explanatory, and the least objective approach to sales forecasting . It relies on a sales rep’s experience to make judgments about how much  value each deal will bring to the company. 

Sales reps might consider any of the following as they make their forecast:

sales projection presentation

This method is difficult to scale, but it also doesn’t require a ton of historical sales data — it’s a good fit for many startups as they gather sales data. 

5. Test-Market Analysis Forecasting

Test-market analysis forecast templates are used when launching new products. This method requires that you perform and collect data on a small test launch, and apply those results to your overall forecast.

sales projection presentation

6. Historical Forecasting

This is a very data-driven approach — it uses your historical sales data to predict future  growth. It’s relatively quick and easy, but it has its downfalls. 

Sales Projection Templates

Historical forecasting  does not take any external factors into account, like market conditions or sales team changes. It simply looks at your history of sales. It also assumes year-over-year growth, which isn’t always the case. For most companies, historical sales data is a hugely beneficial piece of the sales forecast, but not the entire basis.

7. Multivariable Analysis

Sales Projection Templates

This multivariable analysis example spits out forecasts for gross profit and growth rate, but you could also formulate to predict things like profit margin or total revenue.

Without long-term historical sales data, it can be hard for many startups to create detailed projected sales reports. This is also true for older businesses who are launching a new product. In cases like these, it’s best to start with a simple projections template. 

Here are some of the most basic, easiest-to-use templates we found for businesses that are just starting out. Click on the template’s header to download each one. 

8. One-year Sales Forecast

One-year Sales Forecast (Google Sheets):

Sales Projection Templates

This template has very few inputs for historical sales data. All you need to include are the year, product, unit type, and the number of units sold. The spreadsheet has built-in formulas that will calculate the remaining rows automatically.

9. Best & Worst Case Scenario

Best & Worst Case Scenario (Excel):

Sales Projection Templates

This template works well for companies who have only minimal data, and can give new businesses a target forecast range rather than precise numbers. For startups, this can allow for flexibility while still pursuing aggressive growth.

10. Expense-Focused

Expense-Focused (Excel):

Budget Sales Forecast Template

This template does a really nice job of breaking down all the various expenses that go into running a business. It could work really well for startups who are still learning how their cash flows in and out. 

11. Monthly Sales

Monthly Sales (Microsoft):

Sales Forecast Graph

This template is great for startups that want to cut out the extra noise and simply determine whether their efforts are paying off month-to-month while they’re starting out.

12. Simple Monthly Reporting

Simple Monthly Reporting (PDF):

Monthly Sales Report

Businesses with multiple products (many e-commerce businesses fit this description, for example) sometimes struggle to create a sales forecasting template that’s fluid enough to capture the performance of many different profit streams. 

Take a look at some of the best templates we found that are flexible enough to meet those needs. 

13. 12-Month Forecast for Multiple Products

12-Month Forecast for Multiple Products (Excel):

12 Month Sales Forecast Template

This template is detailed enough to see how each product fits into the bigger picture, but also simple and intuitive enough that a fledgling business could use it effectively.

14. Color-Coded Outputs

Color-Coded Outputs (Excel):

Sales Projection Templates

This template does a really nice job of streamlining the data from multiple product sales and arranging them in an aesthetically pleasing and easy-to-read manner. 

15. Opportunity-Based

Opportunity-Based :

Sales Forecasting Template

This template  allows you to input sales based on deal stage, size, and probability. It’s best suited for companies who have a more developed understanding of their leads and sales process.

16. New Product Launch

New Product Launch (Excel):

New Product Sales and Profit Forecasting Model

This template is great for companies who are launching a new product and want to look at projections for that product in isolation. Because new products sometimes take longer to get off the ground and aren’t necessarily representative of sales projections as a whole, it can be good to look at their performance removed from the bigger picture — at least in the beginning.  

17. Individual Growth Rates by Product

Individual Growth Rates by Product (Excel):

Revenue Forecasting

This template does the dirty work for you by breaking down growth rates by individual products, so you can pinpoint the ones that are making the biggest impact.

Here are a few examples of sales forecasting templates for B2B companies.

18. Lead-Driven B2B

Lead-Driven B2B (Excel):

Lead Driven B2B

This template allows salespeople to enter data following a lead-driven approach. It assigns a projected value based on what stage the lead is in.

19. Projected Volume

Projected Volume (Excel):

sales projection presentation

20. Site Traffic Projections

Site Traffic Projections (Google Sheets):

sales projection presentation

This template download has wonderful step-by-step instructions for inputting your data and analyzing the results. The template uses site traffic as one of its metrics, so it would work best for e-commerce or other heavily web-based businesses.

21. Multivariable Analysis

Multivariable Analysis (Google Sheets):

Sales Forecast

This template allows for projections based on a number of different variables, including seasonality. The template is great for businesses that have many external variables to consider. 

22. Historical Growth Rate

Historical Growth Rate (Excel):

Sales Projection Templates

This template uses your historical sales data to predict future growth. Because the only inputs are past sales, it’s important to make sure that this data is very robust — we recommend at least two years of historical sales figures for this template.

Hopefully, one of many of these templates will be a good fit for your sales forecasts. They can be used as a guide to creating your own custom template in Excel or Google Sheets. Make sure to include the constants — things like unit sold and cost of goods sold — but tweaking the templates can go a long way in making them a more powerful tool for your business.

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Sales Projection Template

sales projection presentation

Creating a sales projection presentation can be a valuable exercise for any business, as it allows you to make informed decisions about your future direction and can help you to secure funding or partnerships. In this article, we'll walk you through the steps involved in creating a sales projection presentation, including how to gather the necessary data, create a clear and compelling narrative, and present your findings effectively.

Gather data and set goals

Before you begin creating your sales projection presentation, it's important to gather all of the relevant data and set clear goals for what you want to achieve. This will help you to focus your efforts and ensure that your presentation is accurate and meaningful.

To gather data, you'll need to review your past sales figures and market trends, as well as gather any other relevant information about your industry and competitors. You should also consider any external factors that may affect your sales, such as changes in the economy or shifts in consumer behavior.

Once you have all of this data, you can use it to set realistic and achievable goals for your sales projection. These goals should be specific, measurable, attainable, relevant, and time-bound, following the acronym SMART.

Create a clear and compelling narrative

With your data and goals in hand, it's time to start creating your sales projection presentation. To do this effectively, you'll need to craft a clear and compelling narrative that ties all of your data and insights together.

Start by outlining the key points that you want to cover in your presentation. This might include an overview of your current sales and market position, an analysis of past sales trends and patterns, and a forecast of future sales based on your goals and the data that you've gathered.

As you create your outline, be sure to focus on the most important and relevant information, and try to keep your presentation as concise and to-the-point as possible. Avoid including unnecessary details or tangents that could distract from your main points.

Use data visualizations effectively

Data visualizations, such as charts and graphs, can be a powerful tool for communicating your sales projections to your audience. They can help to make complex data more accessible and easy to understand, and can also help to bring your presentation to life and make it more engaging.

When using data visualizations in your sales projection presentation, be sure to choose the right type of visualization for the data that you're presenting. For example, if you want to show trends over time, a line graph might be the most effective choice. If you want to compare multiple data sets, a bar chart might be a better option.

In addition to choosing the right type of visualization, be sure to label your charts and graphs clearly and accurately, and use a consistent visual style throughout your presentation.

Practice and refine your presentation

Once you've created your sales projection presentation, it's important to practice and refine it until you feel confident and comfortable delivering it. This will help you to ensure that you have a smooth and professional delivery, and will also give you the chance to identify and fix any problems or issues before you present to your audience.

To practice your presentation, you can run through it on your own, or you can ask a colleague or friend to listen and provide feedback. As you practice, pay attention to the pacing and flow of your presentation, and be sure to use clear and concise language.

Deliver your presentation effectively

When it's time to deliver your sales projection presentation, be sure to follow best practices for public speaking. This includes using a strong, confident voice, maintaining eye contact with your audience, and using body language and gestures to reinforce your points.

You also want to make sure that you use visual aids effectively. This might include using a projector to display slides, using props or demonstrations to illustrate your points, or using handouts or other materials to provide additional information to your audience.

It's also a good idea to be prepared for questions and objections from your audience. You may want to include a Q&A section in your presentation, or be ready to address any concerns or criticisms that come up.

Finally, be sure to end your presentation on a strong note, summarizing your key points and reinforcing the value of your sales projections. This can help to leave a lasting impression on your audience and can help to build support for your ideas.

In conclusion, creating a sales projection presentation can be a valuable exercise for any business. By gathering the necessary data, crafting a clear and compelling narrative, using data visualizations effectively, practicing and refining your presentation, and delivering it effectively, you can create a professional and persuasive presentation that will help you to make informed decisions about your future direction and achieve your goals.

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10 Best Sales Presentations To Inspire Your Sales Deck [+ 5 Tips]

Meredith Hart

Published: August 17, 2022

While many salespeople focus on making their sales decks flashy, fun, and exciting, they do little to ensure that their presentations address the prospect's top concerns and offer an irresistible solution.

sales rep uses sales deck during presentation with prospects

As a result, many presentations are met with wishy-washy responses that drag along the sales process and waste valuable time.

Download Now: How to Perfect Your Sales Pitch

What does a great sales deck look like? We'll take a look at some of the best, and provide tips for creating your own stellar sales deck and presentation.

What is a sales deck?

A sales deck is a slide presentation (e.g., PowerPoint, Keynote, etc.) used to supplement a sales pitch. The sales pitch, given by a salesperson to a prospect, often includes an overview of the product or service, offers a value proposition and solution for the prospect, and includes examples of success stories from other clients.

The primary purpose of a sales deck and presentation is to introduce a solution (ie, your pitch ) that ultimately leads the prospect to purchase from your company.

If you've done everything right during the discovery process — digging deep into your prospect's challenges and understanding exactly what they need — only to get a noncommittal response, then your presentation needs some major adjusting.

sales projection presentation

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Sales Deck vs Pitch Deck

A sales deck is a pitch meant to convince a prospect to make a purchase by showcasing your product features, benefits, and value proposition.

A pitch deck , on the other hand, is usually created for investors who want to learn more about your company, vision, products, financials, and target audience. Think of the pitch deck more like a synthesized version of your business plan.

Ready to see some sales deck examples? Here are a few of the best, in no particular order.

Sales Deck Examples

  • UpstartWorks
  • Attention Media
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1. Leadnomics Sales Deck by Katya Kovalenko

sales deck examples: leadnomics

Leadnomics has done something few companies successfully do in presentations: Showcase their brand identity.

The internet marketing agency hired a designer to create a sales deck that reflected their sleek, techie brand.

So while prospects learn about Leadnomics and what it offers, they can also get a peek into what it represents as a brand.

2. UpstartWorks Sales Deck by BrightCarbon

This slide deck for UpstartWorks starts with an image of the road to success, followed by a value proposition and a list of benefits buyers can enjoy from working with the company. They provide an overview of what they deliver to customers, who their clients are, and the results their customer base has seen.

The sales deck touches on all the key points a sales presentation should cover. And when it includes graphics and logos, they are clearly organized and not cluttered.

3. QS Sales Deck by BrightCarbon

QS , a platform that ranks colleges and universities, effectively uses icons and visuals throughout its sales deck to communicate its messages. At just a few slides, this is one of the shortest sales decks featured on this list.

If you’re going to make your sales deck short, make sure the information you include gets straight to the point, and be sure to front-load the most important information.

In terms of content, QS showcases its features, value proposition, and client impact.

4. Attention Media Sales Deck by Slides

Attention Media , a B2B creative agency, hired a presentation design agency to create a sales deck that features statistics and reasons businesses should work with them.

Key figures and messages are either in a bold, large, or bright font to make them stand out from the rest of the text.

While their slide deck is on the shorter side (the typical presentation is around 10 to 15 slides ), they include intriguing visuals and statistics that grab attention and keep viewers interested.

5. Freshworks Sales Deck by BrightCarbon

Freshworks is a B2B software platform that promises an all-in-one package for businesses. Its sales deck emphasizes simple text and organization. The problem and solution are introduced using graphics, which makes the text easier for readers to prioritize.

They include a dedicated slide to their mobile app, one of the product’s key differentiators and most salient benefits. The following slides provide a step-by-step walkthrough of how customers are onboarded and what they can expect on a regular basis.

Since the slides aren’t text-heavy, the salesperson can easily elaborate and answer any questions the prospect might have.

6. Soraa Sales Deck by BrightCarbon

Soraa , a lighting company, starts its sales deck with a visually appealing table of contents that contains three items: “Quality of light,” “Simply perfect light,” and “Why Soraa?”

The brand then dives into what its prospects care about most: How the light will look in their spaces and how they can apply Soraa’s offerings to their specific use case. It sprinkles in the benefits of using Soraaa as a lighting supplier. And it does this all while maintaining its strong branding.

7. Planetly Sales Deck by OCHI Design

The first thing Planetly does in its sales presentation is present an eye-catching statistic about customers wanting more eco-friendly brands. Then, they present the reasons behind that data.

The deck doesn't overwhelm prospects with too much text, opting for more graphics and visuals instead. It introduces a hard-hitting stat about the problem their prospect is facing, engages them by asking a question, and provides a solution to the issue.

The slide deck continues to outline specific product details and what sets the solution apart from others, ultimately leading to a slide that represents the expected outcome for the prospect.

8. MEOM Sales Deck by Katya Kovalenko

What you’ll first notice when scrolling through MEOM's sales deck is that it’s straightforward and easy to scan.

The brand kept it simple with their deck, making it easier for consumers to take in the information. Too often, companies overload their decks with information, and by the end of the presentation, consumers can’t remember anything.

On every slide, MEOM has one main message with supporting information in smaller font. In addition, the brand incorporates a detailed look at one of its staff members — a powerful tool when trying to attract consumers.

9. Leadgeeks.io Sales Deck by Paweł Mikołajek

Sometimes, the best way to explain a concept is through a series of process maps and timelines. In this sales deck, Leadgeeks.io takes this approach to explain its product process and onboarding process.

This method helps consumers visualize how this software will help them reach their goals and how they can adopt it at their business.

10. Accern Sales Deck by Katya Kovalenko

Similar to Leadnomics, software company Accern puts its branding at the forefront of the sales deck.

In addition to the use of design to make the sales deck stand out, Accern also highlights customer case studies in its deck, another form of social proof that shows the success other customers have found with this tool.

Each of these presentations provides a general overview of the products, problems, and solutions, and they can easily be tailored and customized to each prospective company. A custom presentation not only piques the prospect's interest but also increases the likelihood that they'll buy from you.

Curious as to how you can word your presentation during your meeting with prospects? Below, we go over the best examples we’ve seen so far.

sales projection presentation

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Example Sales Presentation

While there are plenty of videos online on how to deliver a sales presentation, there aren’t quite as many live sales presentations to watch.

That’s because sales presentations are delivered in the privacy of a meeting between the sales rep and the prospect, and are often not recorded with the intention of sharing online.

As a sales rep, though, you have an excellent resource for inspiration: explainer videos. Companies publish explainer videos to pitch their products to qualified leads. (Sound familiar?) Use the below examples to hone your own pitch to buyers, and pay close attention to the structure of each video.

This explainer video for Leadjet starts with an urgent problem: Finding leads on LinkedIn and moving them to a CRM loses valuable time and minimizes lead opportunities. Leadjet then presents its product as the solution.

The video jumps into the benefits users can enjoy, such as synchronizing conversations over both your CRM and LinkedIn, keeping the lead status updated, and adding custom details. In this video, Leadjet follows the ideal sales presentation structure: problem, solution, and benefits.

2. Node Influencer App

The Node influencer app allows small business owners to connect with influencers on social media. It starts its video with a simple question: “Looking to promote your brand with social influencers?” The presentation effectively identifies and addresses the target market before pitching the product to viewers.

This presentation is more tutorial-based, making it ideal inspiration if you’re creating a sales deck for someone who’s closer to making a decision. People most often want to see actionable demos when they’re ready to choose a provider.

This explainer video from Upsend, a former customer service software, begins with a problem: Most customers want instant responses to their queries, but customer service systems can be expensive for new companies. Enter Upsend.

The presenter addresses the target market — startups and small businesses — while assuaging their concerns about budget. In addition, it covers the most important features of the platform and the end result for the user. If Upsend were still available, this would be a product a new business would immediately want to add to their tech stack.

4. Algoplanner

Within a few seconds of the start of this presentation, Algoplanner drives home the critical urgency of adopting a supply chain software. It uses a scary number to pull your attention, citing a possible “loss of millions of dollars” if you fail to adopt the right tool.

It then introduces its product with a breakdown of what the software can do for users. Plus, it provides powerful stats to back up its claims, including that users can reduce automation development costs by 80%. The call to action at the end is powerful and simple, telling viewers to schedule a demo.

Sales Deck Presentation Tips

Ready for your presentation? Sticking to these five simple sales presentation guidelines, recommended by Marc Wayshak , will help you blow your competition away while dramatically increasing your chances of closing the sale.

1. Lead with solutions.

Have you ever met with a prospect who was excited about your product or service – and used your presentation to keep on selling? This is called over-selling, and it's the leading cause of death for sales presentations.

When you start your presentation, first lead with solutions. Don't talk about the benefits of your product's features or tell the prospect how great your company is.

Simply dive into how you're going to solve the deepest frustration your prospect is facing right now.

2. Incorporate case studies.

Once you've addressed the specific solutions you can provide to the prospect, it's time to add some color to your presentation.

Turn your sales presentation into an engaging story by sharing case studies of similar prospects and the results they've achieved with your help.

This step is important for building trust and credibility with the prospect. At the same time, case studies bring your solutions to life in the real world, making your presentation more engaging.

3. Ask for feedback throughout.

Most presentations are a one-way monologue by the salesperson. This approach is boring – and it's certainly no way to connect with a prospect.

Instead, ask short questions throughout your presentation like "Does that make sense?" or "Can you see how this would work for you?" Asking for feedback periodically ensures your prospect stays on the same page.

4. Welcome interruptions.

If you want to close more sales, you have to care about what your prospect is thinking throughout your presentation.

Any interruption is the perfect opportunity to find out. Whenever a prospect interrupts you – either with a verbal remark or subtle shift in their facial expression or posture – stop immediately.

Acknowledge the interruption, and welcome the opportunity to explore it with the prospect. Never ignore signals just to stay on a roll and conclude your point. Invite prospects to ask their questions or share their concerns.

The opportunity to respond to those concerns is always more valuable than whatever you were about to say.

5. Wrap it up quickly.

Your presentation should be ASAP: as short as possible.

It's natural for salespeople to get excited about what they have to share, but this causes most of them to ramble on for far too long.

Prospects only care about themselves and their challenges. Present the information they'll be interested in and nothing more.

Practice your next sales presentation with a colleague or friend and ask for their honest feedback on its length.

Sales Deck Template

Ready to start creating your own sales deck? Get started with these free templates .

It includes ten Powerpoint templates, each with a different focus.

sales presentation template by HubSpot

hbspt.cta._relativeUrls=true;hbspt.cta.load(53, '2d0b5298-2daa-4812-b2d4-fa65cd354a8e', {"useNewLoader":"true","region":"na1"});

How to find a sales deck template.

Haven’t found what you’re looking for? Here are additional resources to find a sales deck.

This presentation platform allows you to pick from hundreds of templates and fully customize the template you choose. The best part? It’s free and offers premium packages for teams who want analytics, multiple users, and live video collaboration.

On this graphic design platform, you can search through countless presentation templates and customize them. Canva also offers extensive collaboration features, such as file sharing and commenting.

Get Inspired With These Sales Presentations

When delivering a sales presentation to a prospect, you can do so with the knowledge that thousands and millions of others have been in the same position as you. Luckily, we can see their work online to guide our sales deck creation process. Use these decks to structure your own, and you’ll be well on the road to closing more deals and exceeding your quota.

Editor’s Note: This post was originally published in April 2019 and has been updated for comprehensiveness.

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Sales Projections Ppt PowerPoint Presentation Outline Infographics

Sales Projections Ppt PowerPoint Presentation Outline Infographics

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Remarketing Strategies For Effective Brand Placement Sales Projections And Forecasting Ppt Styles Smartart PDF

Remarketing Strategies For Effective Brand Placement Sales Projections And Forecasting Ppt Styles Smartart PDF

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Individualized Pricing Approach For Managed Services Sales Projection For Future With Device Based Model Formats PDF

Individualized Pricing Approach For Managed Services Sales Projection For Future With Device Based Model Formats PDF

Purpose of the following slide is to show total projected sales based on devcie based pricing model The Individualized Pricing Approach For Managed Services Sales Projection For Future With Device Based Model Formats PDF is a compilation of the most recent design trends as a series of slides. It is suitable for any subject or industry presentation, containing attractive visuals and photo spots for businesses to clearly express their messages. This template contains a variety of slides for the user to input data, such as structures to contrast two elements, bullet points, and slides for written information. Slidegeeks is prepared to create an impression.

Five Years Sales Projection For Monitoring Business Health Clipart PDF

Five Years Sales Projection For Monitoring Business Health Clipart PDF

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Retail Sales Project Management Plan And Distribution Strategy Designs PDF

Retail Sales Project Management Plan And Distribution Strategy Designs PDF

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Weekly Sales Projections For Restaurant Business Plan Slides PDF

Weekly Sales Projections For Restaurant Business Plan Slides PDF

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Ecommerce Sales Projections Worldwide Ppt Powerpoint Presentation Inspiration Slide Download

Ecommerce Sales Projections Worldwide Ppt Powerpoint Presentation Inspiration Slide Download

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Ecommerce Sales Projections Worldwide Ppt PowerPoint Presentation Infographic Template Smartart

Ecommerce Sales Projections Worldwide Ppt PowerPoint Presentation Infographic Template Smartart

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Ecommerce Sales Projections Worldwide Ppt PowerPoint Presentation File Styles

Ecommerce Sales Projections Worldwide Ppt PowerPoint Presentation File Styles

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Ecommerce Sales Projections Worldwide Ppt PowerPoint Presentation Show Rules

Ecommerce Sales Projections Worldwide Ppt PowerPoint Presentation Show Rules

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Upselling Strategies For Business Sales Projections Template PDF

Upselling Strategies For Business Sales Projections Template PDF

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Sales Improvement Project Diagram Ppt Presentation

Sales Improvement Project Diagram Ppt Presentation

This is a sales improvement project diagram ppt presentation. This is a five stage process. The stages in this process are define, control, improve, analyze, measure, improvement process.

Sales Projection For Future A La Carte Layered Pricing Strategy For Managed Services Clipart Pdf

Sales Projection For Future A La Carte Layered Pricing Strategy For Managed Services Clipart Pdf

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Enterprise Consumer Technology Management Sales Projection For Future With Device Based Model Mockup PDF

Enterprise Consumer Technology Management Sales Projection For Future With Device Based Model Mockup PDF

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A LA Carte Business Strategy Sales Projection For Future With A LA Carte Topics PDF

A LA Carte Business Strategy Sales Projection For Future With A LA Carte Topics PDF

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A LA Carte Business Strategy Sales Projection For Future With Device Based Model Ideas PDF

A LA Carte Business Strategy Sales Projection For Future With Device Based Model Ideas PDF

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A LA Carte Business Strategy Sales Projection For Future With User-Based Model Ideas PDF

A LA Carte Business Strategy Sales Projection For Future With User-Based Model Ideas PDF

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Strategies To Enhance Managed Service Business Sales Projection For Future With A LA Carte Formats PDF

Strategies To Enhance Managed Service Business Sales Projection For Future With A LA Carte Formats PDF

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Enterprise Consumer Technology Management Sales Projection For Future With A LA Carte Download PDF

Enterprise Consumer Technology Management Sales Projection For Future With A LA Carte Download PDF

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Enterprise Consumer Technology Management Sales Projection For Future With User Based Model Portrait PDF

Enterprise Consumer Technology Management Sales Projection For Future With User Based Model Portrait PDF

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Sales Projection For Future With User Based Model Enterprise Consumer Technology Management Inspiration PDF

Sales Projection For Future With User Based Model Enterprise Consumer Technology Management Inspiration PDF

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Individualized Pricing Approach For Managed Services Sales Projection For Future With User Based Model Pictures PDF

Individualized Pricing Approach For Managed Services Sales Projection For Future With User Based Model Pictures PDF

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Customer Goods Production Company Sales Projection With Positive And Negative Template PDF

Customer Goods Production Company Sales Projection With Positive And Negative Template PDF

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Strategies To Enhance Managed Service Business Sales Projection For Future With User Based Model Inspiration PDF

Strategies To Enhance Managed Service Business Sales Projection For Future With User Based Model Inspiration PDF

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Individualized Pricing Approach For Managed Services Sales Projection For Future With A LA Carte Slides PDF

Individualized Pricing Approach For Managed Services Sales Projection For Future With A LA Carte Slides PDF

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Sales Projection Future User Layered Pricing Strategy For Managed Services Formats Pdf

Sales Projection Future User Layered Pricing Strategy For Managed Services Formats Pdf

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Strategies To Enhance Managed Service Business Sales Projection For Future With Device Based Model Infographics PDF

Strategies To Enhance Managed Service Business Sales Projection For Future With Device Based Model Infographics PDF

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Project Proposal For Solar Panel Sales Project Timeline One Pager Sample Example Document

Project Proposal For Solar Panel Sales Project Timeline One Pager Sample Example Document

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Mastering the Art of Presenting Data in PowerPoint

Bryan Gamero

Presenting data in PowerPoint is easy. However, making it visually appealing and effective takes more time and effort. It’s not hard to bore your audience with the same old data presentation formats. So, there is one simple golden rule: Make it not boring.

When used correctly, data can add weight, authority, and punch to your message. It should support and highlight your ideas, making a concept come to life. But this begs the question: How to present data in PowerPoint?

After talking to our 200+ expert presentation designers, I compiled information about their best-kept secrets to presenting data in PowerPoint. 

Below, I’ll show our designers ' favorite ways to add data visualization for global customers and their expert tips for making your data shine. Read ahead and master the art of data visualization in PowerPoint!

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Feel free to explore sections to find what's most useful!

How to present data in PowePoint: a step-by-step guide

Creative ways to present data in powerpoint.

  • Tips for data visualization

Seeking to optimize your presentations? – 24Slides designers have got you covered!

How you present your data can make or break your presentation. It can make it stand out and stick with your audience, or make it fall flat from the go.

It’s not enough to just copy and paste your data into a presentation slide. Luckily, PowerPoint has many smart data visualization tools! You only need to put in your numbers, and PowerPoint will work it up for you.

Follow these steps, and I guarantee your presentations will level up!

1. Collect your data

First things first, and that is to have all your information ready. Especially for long business presentations, there can be a lot of information to consider when working on your slides. Having it all organized and ready to use will make the whole process much easier to go through.

Consider where your data comes from, whether from research, surveys, or databases. Make sure your data is accurate, up-to-date, and relevant to your presentation topic.

Your goal will be to create clear conclusions based on your data and highlight trends.

Presenting data in PowePoint

2. Know your audience

Knowing who your audience is and the one thing you want them to get from your data is vital. If you don’t have any idea where to start, you can begin with these key questions:

  • What impact do you want your data to make on them?
  • Is the subject of your presentation familiar to them?
  • Are they fellow sales professionals?
  • Are they interested in the relationships in the data you’re presenting?

By answering these, you'll be able to clearly understand the purpose of your data. As a storyteller, you want to capture your audience’s attention.

3. Choose a data visualization option

One key to data visualization in PowerPoint is being aware of your choices and picking the best one for your needs. This depends on the type of data you’re trying to showcase and your story.

When showcasing growth over time, you won’t use a spider chart but a line chart. If you show percentages, a circle graph will probably work better than a timeline. As you can see, knowing how to work with charts, graphs, and tables can level up your presentation.

Later, we’ll review some of the most common tools for data visualization in PowerPoint. This will include what these graphs and charts are best for and how to make the most of each. So read ahead for more information about how to present data in PowerPoint!

Data Visualization Template

4. Be creative!

PowerPoint can assist with creating graphs and charts, but it's up to you to perfect them. Take into account that PowerPoint has many options. So, don't be afraid to think outside the box when presenting your data.

To enhance your presentation design, try out different color schemes, fonts, and layouts. Add images, icons, and visual elements to highlight your ideas.

If this sounds complicated to you, there's no need to worry. At the end of this article, you’ll find some easy tips for upgrading your data visualization design!

At this point, you might wonder: what is the best way to present data in PowerPoint? Well, let me tell you: it's all about charts. To accomplish a polished presentation, you must use charts instead of words. When visualizing quantitative data, a picture is worth a thousand words.

Based on +10 years of expertise, we've identified key chart types and creative ways to work with them. Let's delve into each one!

Line Charts

Line charts are a classic, which can make them boring. However, if done correctly, they can be striking and effective. But where does their popularity come from? Here's the answer: Line charts work great to show changes over time.

Another critical difference is that line charts are accumulative. For example, you can join them to a column chart to show different data at a glance. They allow data visualization effectively, making it easier to figure out.

To make the most of them, mastering how to work with line charts is essential. But there is good news: you will have a lot of freedom to customize them!

Line Chart Template

Download our Free Line Chart Template here .

Bar and column charts

Bar and column charts are another classic choice. Again, they are simple and great for comparing different categories. They organize them around two axes: one shows numbers, and the other shows what we want to compare.

But when should you use a bar chart or a column chart? A bar chart is better when comparing different categories and having long labels. A column chart, on the other hand, is better if you have a few categories and want to show changes over time.

You also have the waterfall option, which is perfect for highlighting the difference between gains and losses. It also adds a dynamic touch to your presentation!

Unsure how to implement these charts? Here's how to add a bar or a column chart in PowerPoint.

Bar and Column Chart Template

Download our Bar and Column Chart Template here .

Venn diagram

Venn diagrams are definitely something to consider when discussing data visualization—even if its focus is not quantitative data! Venn diagrams are best for showcasing similarities and differences between two (or more) categories or products. 

By using overlapping circles, you can quickly and easily see common features between separate ideas. The shared space of the circles shows what is the same between the groups. However, items in the outer parts of each circle show what isn’t a common trait.

They make complex relationships easy to understand. Now, you only need to know how to create a Venn diagram in PowerPoint —quite simple!

Venn Diagram Template

Download our Free Venn Diagram Template here .

Pie charts are a great way to show different percentages of a whole. They immediately identify the largest and smallest values. This means that they are great options for drawing attention to differences between one group and another.

However, many people misuse pie charts by overpacking them. As a rule, keep the chart to six or fewer sections. That way, the data is striking, not confusing. Then, make the pie chart your own with small, individual details and designs.

Once again, the powerful presentation of data is in simplicity.

Are you considering incorporating it into your presentation? Here’s how to easily add a pie chart in PowerPoint.

Pie Chart Template

Download our Free Pie Chart Template here .

Bubble Charts

Bubble charts playfully present data in an incredibly visual way. But, what makes them so unique? It's easy: they show different values through varying circle sizes.

Squeezed together, the circles also show a holistic viewpoint. Bigger bubbles catch the eye, while small bubbles illustrate how the data breaks down into smaller values. ¿The result? A presentation of data in a visual form.

It can be one of the most graphic ways to represent the spending distribution. For example, you can instantly see your biggest costs or notice how important finances are getting lost in a sea of bubbles. This quick analysis can be incredibly handy.

Bubble Chart Template

Download our Free Bubble Chart Template here .

Maps are the go-to solution for presenting geographic information . They help put data in a real-world context. You usually take a blank map and use color for the important areas.

Blocks, circles, or shading represent value. Knowing where certain data is can be crucial. A consistent color scheme makes it easy to show how valuable each section is.

They also work great when paired with other forms of data visualization. For example, you can use pie charts to provide information about offices in different cities around the world or bar charts to compare revenue in different locations.

World Map Template

Download our Free World Map Template here .

If you want to display chronological data, you must use a timeline. It’s the most effective and space-efficient way to show time passage.

They make it easy for your audience to understand the sequence of events with clear and concise visuals.

You can use timelines to show your company’s history or significant events that impacted your business. Like maps, you can easily mix them with other types of data visuals. This characteristic allows you to create engaging presentations that tell a comprehensive story.

At this point, it's a matter of understanding how to add a timeline correctly in PowerPoint . Spoiler: it's incredibly easy.

Timeline Chart Template

Download our Free Timeline Chart Template here .

Flowcharts, like timelines, represent a succession of events. The main difference is that timelines have determined start and finish points and specific dates. Flowcharts, on the other hand, show the passing from one step to the next.

They are great for showing processes and info that need to be in a specific order. They can also help you communicate cause-and-effect information in a visually engaging way.

Their best feature is that (unlike timelines) they can also be circular, meaning this is a recurrent process. All you need now is to become familiar with creating a flowchart in PowerPoint .

Flowchart Template

Download our Free Flowchart Template here .

5 Tips for data visualization in PowerPoint

Knowing how to present data in PowerPoint presentations is not hard, but it takes time to master it. After all, practice makes perfect!

I've gathered insights from our 200+ expert designers , and here are the top five tips they suggest for enhancing your data presentations!

1. Keep it simple

Don’t overload your audience with information. Let the data speak for itself. If you write text below a chart, keep it minimalist and highlight the key figures. The important thing in a presentation is displaying data in a clear and digestible way.

Put all the heavy facts and figures in a report, but never on a PowerPoint slide.

You can even avoid charts altogether to keep it as simple as possible. And don't get me wrong. We've already covered that charts are the way to go for presenting data in PowerPoint, but there are a few exceptions.

This begs the question: when shouldn't you use charts in PowerPoint? The answer is quite short. If your data is simple or doesn't add much value to your presentation, you might want to skip using charts.

2. Be original

One of the best ways to make your data impactful is originality. Take time to think about how you could present information uniquely. Think of a whole new concept and play around with it. Even if it’s not yet perfect, people will appreciate the effort to be original.

Experiment with creative ways to present your data, adding storytelling techniques , unique design elements, or interactive features. This approach can make the data more appealing and captivating for your audience.

You can even mix up how to present data in PowerPoint. Instead of just one format, consider using two different types of data presentation on a single slide. For instance, try placing a bar chart on the left and a pie chart showcasing different data on the right.

3. Focus on your brand

Keeping your presentation on-brand can genuinely make you stand out from the crowd! Even if you just focus on your brand’s color scheme, it will make your presentation look more polished and professional. 

Have fun experimenting with data visualization tools to ensure they match your company’s products and services. What makes you different from others?

Add your brand's style into your visualization to ensure brand consistency and recognition. Use colors, fonts, and logos aligned with your company's image.

You can even make a presentation that more subtly reflects your brand. Think of what values you want to associate with your company and how you can display these in your presentation design.

Before and after, 24 slides service

4. Highlight key information

Not distracting your audience nicely brings us to our third point: Highlight key information. Being detailed and informative is important, but grabbing and keeping the audience's attention is crucial.

Presenting numbers in PowerPoint can be difficult, but it doesn’t must be. Make your audience listen to the bigger message of your words, not just the exact details. All the smaller particulars can be confirmed later.

Your listeners don’t want to know the facts and figures to the nearest decimal. They want the whole number, which is easy to spot and understand.

The meaning of the number is more important than its numerical value. Is it high or low? Positive or negative? Good or bad for business? These are the questions to which you want the answers to be clear.

Using colors is an excellent way to work with this. Colors are also a great visual tool to showcase contrast. For example, when you're working on a graph to display your revenue, you can showcase expenses in red and earnings in green. This kind of color-coding will make your data visualization clear from first sight!

5. Use Templates!

Presentation templates can be your best friend when you want to present data effectively in PowerPoint.

They offer pre-designed layouts and styles that can ensure consistency throughout your presentation. Templates allow you to adjust colors, fonts, and layouts to match your branding or personal preferences.

Microsoft Office has its own library of templates, but you can also find some pretty amazing ones online. Take some extra time to search and pick one that truly fits your needs and brand. 

¿The good news? Our Templates by 24Slides platform has hundreds of PowerPoint chart templates, all completely free for you to use . You can even download different templates and mix and match slides to make the perfect deck. All are entirely editable, so you can add your own data and forget about design.

If you liked the look of some examples in this article, you might be in luck! Most are part of these, and you can also find them on our Templates platform.

In this article, I've shown why knowing how to present data efficiently in PowerPoint is crucial. Data visualization tools are a must to ensure your message is clear and that it sticks with your audience.

However, achieving results that really stand out could be a huge challenge for beginners.  So, If you want to save time and effort on the learning curve of presenting data in PowerPoint, you can always trust professionals!

With 10+ years of experience and more than 200 designers worldwide, we are the world’s largest presentation design company across the globe.

24Slides' professional PowerPoint designers work with businesses worldwide, helping them transform their presentations from ‘okay’ to ‘spectacular.’ With each presentation, we're crafting a powerful tool to captivate audiences and convey messages effectively!

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Looking to boost your PowerPoint game? Check out this content:

  • PowerPoint 101: The Ultimate Guide for Beginners
  • How to Create the Perfect B2B Sales Presentation
  • The Ultimate Brand Identity Presentation Guide [FREE PPT Template]
  • 7 Essential Storytelling Techniques for your Business Presentation
  • The Cost of PowerPoint Presentations: Discover the hidden expenses you might overlook!

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sales projection presentation

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Sales Projection Presentation Template

sales projection presentation

Sales Template

Transcript: Sales Monthly Sync Up Defining Success Defining Success Component 1 Component 2 Component 3 Continue Continue Item 1 Item 1 Item 2 Item 2 Item 3 Item 3 Stop Stop Start Start Where We Stand Where We Stand Current Standings Current Standings 43.4% 10.2% Q3 vs Q4 YoY Quarterly Sales Summary Quarterly Sales Summary 15% 37% 9% 2% Wins Wins Initiatives Initiatives Top Performers Top Performers Karl Jonvestein Q4 Best Performing Sales Rep New Business New Business Losses Losses Failed Initiatives Failed Initiatives Lost Businesses Lost Businesses Missed Opportunities Missed Opportunities Takeaways Takeaways Closing The Gap Closing The Gap Proposal Proposal Initiative 1 Initiative 1 Initiative 2 Initiative 2 Initiative 3 Initiative 3 Risks Risks Risk 1 Risk 1 Risk 2 Risk 2 Risk 3 Risk 3 Risk Management Risk Management Benefits Benefits Benefit 1 Benefit 1 Benefit 2 Benefit 2 Benefit 3 Benefit 3 The Forecast The Forecast The Sales Funnel The Sales Funnel Projections Projections The Action Plan The Action Plan Scope Scope Initiative 1 Initiative 1 Initiative 2 Initiative 2 Initiative 3 Initiative 3 Resources Resources Budget Budget Stakeholders Stakeholders Stakeholder 1 Stakeholder 1 Stakeholder 2 Stakeholder 2 Stakeholder 3 Stakeholder 3 Time Time Next Steps Next Steps Step 1 Step 1 Step 2 Step 2 Step 3 Step 3

sales projection presentation

Sales Projection

Transcript: Financial Projection tWO tHIRDS fINANCIAL projection Two Years Period - breakeven Sales Model Sales Sales Sales Change in Annual units EXPENSES oP.eXPENSES pROFIT

sales projection presentation

Transcript: What the Award Winning Holiday Inn Battle Creek Can Do for (Company Name)! Conveniently located moments away from I-94 for easy access to all Battle Creek has to offer. Complimentary WiFi throughout the entire hotel. Business Center on the main floor. Guest Self-Laundry on 3rd floor Off-Site Dry Cleaning available Mon.-Fri. On-Site Fitness Center Passes available to Feeling Fit Fitness In-door Heated Pool set to 84 degrees Teri Pearce Corporate Sales Manager Holiday Inn Battle Creek 12812 Harper Village Dr. Battle Creek, MI 49014 D: 269-589-9530 P: 269-979-0500 F: 269-979-0501 E: [email protected] Company Logo Here Walmart Meijer Kohl's Menards Executive Boardroom Free WiFi Iron with Ironing Board Coffee Maker Complimentary Parking Around Entire Building Perfect blend of Old-World traditional hospitality and contemporary design with modern amenities. With more than 5,000 sq. ft. of meeting space. Full-Service restaurant, Cereal City Grill, located off lobby. Open for breakfast and dinner daily. Restaurant, Lounge, and Patio Types of Events: *Trainings *Receptions/Dinners *Seasonal/Annual Parties *General Meetings *Conferences *Ceremonies *Auctions *Tournaments *Fundraiser Events Etcetera Best Buy Rue 21 Macy's JC Penney's Harvest Ballroom IHG Rewards Club *Absolutely Free *Points Never Expire *Earn on Room Rate and Restaurant Charges *Redeem for Free Night Stays or Merchandise IHG Meeting Rewards Program *Attach IHG Rewards Number to Participate *3 Points/Dollar on Room Rental *2 Points/Dollar on Catering Charges Located minutes away from more than 50 retail outlets. 120 beautifully appointed guest rooms, including; family suites and executive suites

sales projection presentation

Projection Presentation

Transcript: Who we are? Brandon Josselyn SOUND CHECK WILL BE DONE EVERY MONDAY SOUND SYSTEM WEEKLY TESTS WHY? WHY? THIS WAY WE HAVE TIME TO FIX ANY ISSUES BEFORE THE NEW MOVIES OPEN FOR THE WEEKEND. THE WEEKLY AUDITORIUM CHECKLIST THE WEEKLY AUDITORIUM CHECKLIST WEEKLY AUDITORIUM SOUND CHECK WEEKLY AUDITORIUM SOUND CHECK WEEKLY ATMOS SOUND CHECK WEEKLY ATMOS SOUND CHECK QSC DCA AMPLIFIERS QSC DCA AMPLIFIERS THESE ARE OUR NEW COMPANY STANDARD FOR AMPLIFIERS QSC DCA 1622 QSC DCA 1622 THESE ARE THE MOST COMMON AMPLIFIERS THAT YOU WILL BE USING AT YOUR THEATRES. IN YOUR SMALL AUDITORIUMS, THESE WILL RUN ALMOST THE ENTIRE SET UP OF SOUND EQUIPMENT QSC DCA AMP EQUIVALENT BREAKDOWN QSC DCA AMP EQUIVALENT BREAKDOWN PLEASE MAKE SURE THAT YOUR PROJECTIONIST HAVE THIS SHEET AND ARE REFRENCING IT WHEN CHANGING BAD AMPS OUT AND REPLACING THEM WITH THE NEW QSC DCA AMPS. HAVE THEM CALL ME DURING THIS PROCESS IF THEY HAVE ANY QUESTIONS, CONCERNS OR ARE JUST NOT SURE ABOUT THE WAY TO WIRE UP THE NEW AMPS. CERTAIN LOCATIONS ARE USINMG THE BUILT IN CROSSOVERS ON THE CROWN AMPS. QSC CROSSOVERS AND XLR CONNECTORS QSC CROSSOVERS AND XLR CONNECTORS THE QSC CROSSOVERS WILL REQUIRE XLR CONNECTORS IN ORDER TO LINK THEM TO THE SOUND PROCESSOR AND BETWEEN EACH OTHER IF YOU HAVE A SMALLER SET OF SPEAKER BEING USED AS FILLERS FOR THE STAGE CHANELS TROUBLESHOOTING SPEAKER ISSUES TROUBLESHOOTING SPEAKER ISSUES SURROUND SOUND SURROUND SOUND If you are not getting sound out of a speaker there are a few different things that can cause this. Bad amplifier. Bad driver or diaphram. Loose or disconnected connection on a piece of sound equipment. The terminals on the speaker. The terminals on the amplifier. The connection to the driver or the diaphram in the speaker. The terminals on the crossover. HOW TO CHECK FOR ISSUES WITH THE ACTU... HOW TO CHECK FOR ISSUES WITH THE ACTUAL SPEAKER YOU TAKE THE POSITIVE AND THE NEGATIVE OFF THE AMPLIFIER OF THE SPEAKER THAT HAS BEEN IDENTIFIED AS AN ISSUE AND USE YOU VOLTAGE METER TO CHECK THE OHMS READING OFF THE TWO WIRES. tHIS SHOULD BE 4 OHMS TO 16 OHMS DEPENDIN G ON THE SPEAKER. THE SURROUNDS CAN RANGE AS LOW AS 2 OHMS AND A 4 OHM SPEAKER CAN RUN AS LOW AS 3 OHMS WHEN CHECKING THE READING. CHECKING THE OHMS ON YOUR SPEAKERS OUR EXPECTATIONS OUR EXPECTATIONS WE WOULD EXPECT THE PROJECTIONIST WORKING TO BE ABLE TO TROUBLESHOOT THESE ISSUES BEFORE EXCALATING THE ISSUE. I WILL BE WORKING WITH THE ALL THE PROJECTIONIST AND TRAINING THEM HOW TO PERFORM THESE TROUBLESHOOTING STEPS SO THEY CAN DETERMINE THE ISSUE AS BEST THEY CAN AND WE CAN DETERMINE WHAT IS NEEDED TO BE DONE TO FIX THE PROBLEM AS QUICKLY AS POSSIBLE. CLOSED CAPTIONING, HEARING IMPAIRED, AND DESCRIPTIVE NARRATIVE CC, HI, AND VI TESTING THIS WEEKLY TESTING THIS WEEKLY WHEN SHOULD YOU DO THE TESTING? WHEN SHOULD YOU DO THE TESTING? YOU SHOULD BE TESTING EVERY DEVICE EACH WEEK TO CONFIRM THEY ARE ALL WORKING CORRECTLY. THIS WAY WE CAN KEEP UP WITH REPLACING BAD DEVICES IN A TIMELY MANNER. LET'S USE MONDAYS TO FIND ANY PROBLEMS SO WE HAVE THE REST OF THE WEEK TO FIX EVERYTHING FIND THE PROBLEM MONDAYS OTHER TESTING CFM READINGS CFM READINGS CFM READINGS SHOULD BE TAKEN ONCE A WEEK ON MONDAYS. HOW TO TAKE A CFM READING HOW TO TAKE A CFM READING DECIBEL METER YOU SHOULD BE STANDING IN THE MOST COMMON SPOT YOUR GUESTS WILL SIT IN. I WOULD SUGGEST THE CENTER OF THE AUDITORIUM AND THE MIDDLE ROW . DECIBEL METER PROPER LAMP CHANGING GEAR AND HOW TO VIDEOS PROPER LAMP CHANGING GEAR AND HOW TO VIDEOS

sales projection presentation

WCT Sales Presentation Template

Transcript: Central Europe Vienna Salzburg April 27: Salzburg - Sound of Music Tour - Salzburg/Performance Cuenca Vienna, Austria Performance Tour to Austria Rouen April 24: Vienna Prague California Bath Derry Thank you for traveling with Salzburg Festspielhaus Figueres $2,799 P/P Dbl. Occ. (Plus Air Taxes Exceeding $450, Pending Air Confirmation) Check-in to hotel in Salzburg Temperatures range from 41*-60* F in April Home to one-fourth of the Austrian population Also home to the highest waterfall and the oldest carousel in the world Spain Argentina April 28: Arrive Boston 7:55pm Mont St. Michel St. Charles' Church Pienza Valencia Washington, D.C. France Cabo da Roca Haus der Musik Beijing Oxford Philadelphia Versailles Stratford-upon Avon Getreidegasse Connemara St. Petersburg April 23: Vienna/Performance Tallinn Hotel Europa Mondsee Riga Normandy April 22: Arrive Zurich 10:55am; depart Zurich 12:35pm Pompeii Portugal Coimbra Oporto Estoril Tandil Schönbrunn Palace/Performance April 25: Potential Performance, Recital at Melk Abbey Killarney Stockholm Savannah Capuchin Church San Gimignano Mar del Plata Dublin Dinner together at local restaurant Sorrento Sintra Florence Monserrat China Montreal Melk Abbey/Recital Charleston Klaipeda Caen Sitges Montalcino Italy Toledo Dinner together this evening United Kingdom Budapest Salzburg, Austria April 23: Potential Performance, Chapel of Schönbrunn Palace Montecatini Buenos Aires Quebec City Baltics Tarragona Belfast Shanghai April 27: Potential Performance, Salzburger Dom Mozart's Birth House Glendalough Barcelona Siena Yangtze River Hofburg Palace Tour Inclusions Vienna - 3* Free internet access Easy access to city highlights Amalfi Vilnius April 26: Salzburg/City Tour - Hallein Salt Mines - Salzburg April 21-28, 2014 Dover Roundtrip Airfare Six (6) Nights Accommodation Luxury Motor Coach Tour Manager Throughout Three (3) Performances Including One (1) Recital Breakfast Daily Welcome Dinner Two (2) Additional Dinners Farewell Dinner Sightseeing per Itinerary Standard A+ Travel Insurance Air Taxes Up To $450 Gratuities to Tour Manager, Driver & Local Guides Paris April 22: Arrive Vienna 1:55pm April 28: Depart Munich at 2:05pm April 25: Vienna - Melk/Recital - Salzburg Boston Naples Belmont High School Choir Star Inn Hotel Wien Schönbrunn Girona Lucca St. Peter's Abbey Temperatures range from 41*-59* F in April Salzburg is the birthplace of Wolfgang Amadeus Mozart, and is the fourth-largest city in Austria Madrid April 21: Depart Boston 9:45pm Rome Performance at Salzburger Dom Chongqing Sicily Have a safe and enjoyable journey! New York City Capri Canada Leopold's Castle Burren London Chicago Pisa Nanjing Chartres Farewell Dinner at local restaurant Salzburg - Superior 3* Walking distance to Mirabell Gardens Internet available Prater Park Canterbury Xi'an Helsinki Ireland Views of St. Gilgen on Lake Wolfgang Nonnberg Abbey Hallein Salt Mines Cascals Lisbon Welcome Dinner at hotel Stonehenge Galway

sales projection presentation

Transcript: Overall reach is longer-lasting vs. Finished Product By the end of the Discovery Phase, you will: Total cost: $100k Have a definitive budget for production DEFINE YOUR WHY It tackles the "why", so to speak, by showing what every athlete dreams of being...and they just happen to be wearing Under Armour. Advertising vs. Forced content Call to action is far less aggressive "That's me. I should do business with these guys?" Have a clear understanding of the style of the video Production DISCOVERY PHASE PRODUCTION PHASE It is a feeling. A brand is more than a name, logo, or look. We want them to relate to what they see. This is the most important part of creating a successful video. This is the part where we are extremely intentional in developing a plan that will drive results. Informs public about a product or service Under Armour "I Will" Campaign Communicates deals and special offers The Drive Media House Way! production phase We work through a two-phase process: VISION? Although this commercial shows a lot of Under Armour product, that's not what sells it. This commercial is successful because it connects with its target audience: athletes. Know what, when, and where we plan to shoot Throughout this phase, we work with you to ensure we are always on the same page. We'll get every piece approved before progressing. By the end of the video, the viewer will understand not just what you sell but what is at the heart of your company Brand development & awareness We want an inner part of them to say: Have a complete and approved script and storyboard How big is your Telling your story OUR PROPOSAL Leads customers to make a direct purchase Boot Country Work Country Marketing When planning CONTENT, we always This is where we make it all happen. Goal is to increase sales in a more direct manner Documentary START WITH WHY. Total cost: $20k -? scenarios/locations -? final videos Relating this to ?, we believe that the key to get your audience in the door is NOT by focusing all of our attention on the "what" (which is ?), but rather on the "why" (which is the lifestyle). Have a fully developed concept and plan for your production Customer engagement Evoke emotion DISCOVERY PHASE for your story as we said, the why is the lifestyle. Downy + Febreze: "The Extra Hour"

sales projection presentation

Transcript: YOUR LOGO WORK DESK Your name goes here Date of the presentation You can add anything you want to summarize before getting started. Sales Figures 1 Sales Force Subtopic 1 Houston Houston Picture Dallas Subtopic 2 Subtopic 2 Chart Chart Timeline Timeline YEAR Topic 2 2 Subtitle 1 Subtitle 1 Topic 3 3 Subtitle 1 Subtitle 1 Topic 4 4 Subtitle 1 Subtitle 1

sales projection presentation

SALES TEMPLATE

Transcript: TITLE OF THE PRESENTATION LOGO WWW.WOWPREZI.COM FEATURES FRAME TITLE BENEFITS PRODUCT SALES TEMPLATE PROBLEM OR OPPORTUNITY

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Nvidia's financial results are here: What to expect when the AI giant reports on its big day

Investors are about to get a fresh look at nvidia's artificial intelligence chip sales..

Nvidia (NASDAQ: NVDA) is at the epicenter of the artificial intelligence (AI) revolution. It designs the most powerful data center chips for AI development, and demand continues to outstrip supply which is driving a surge in the company's revenue and earnings.

After the closing bell today — at around 5:00pm Eastern Time and 2:00pm Pacific — Nvidia will release its financial results for its fiscal 2025's second quarter (ended July 31). The report will give investors a fresh look at the chip giant's sales, and what it expects for the rest of this year.

Here's what you need to know!

Wall Street expects another blowout revenue number

Nvidia's official guidance points to $28 billion in total revenue for Q2, representing 107% growth compared to the year-ago period. That might be conservative, though, because Wall Street's consensus estimate has steadily climbed over the last couple of months and currently stands at $28.7 billion (according to LSEG).

Considering Nvidia delivered $26 billion in revenue during the first quarter (ended April 28), which was a whopping $2 billion more than the company had originally forecast, it's no surprise that analysts think a beat is in the cards for Q2.

The data center segment accounted for $22.6 billion of Nvidia's total Q1 revenue. All eyes will be on that number in the Q2 report because Nvidia's graphics processors ( GPU s) for the data center are critical to AI development . According to Wall Street, it could come in somewhere between $24.5 billion and $25.2 billion — any result above the high end of that range will likely spark a fresh wave of enthusiasm in Nvidia stock.

Tech giants like Microsoft , Alphabet and Meta Platforms (to name a few) have each committed to spending tens of billions of dollars on AI data center infrastructure this year, and a significant amount of that money will flow directly to Nvidia through GPU sales.

That includes sales of the H100 GPU which set the benchmark for the industry last year, and the more recent H200 which can perform AI inference at twice the pace of its predecessor. But there's also an entirely new generation of chips on the way.

Expect an update on Nvidia's new Blackwell chips

Earlier this year, Nvidia announced a new GPU architecture called Blackwell. It's designed to accommodate trillion-parameter large language models (LLMs) which, until now, have only been developed by leading AI companies like OpenAI .

Nvidia CEO Jensen Huang says B200 GPUs will be priced at around $30,000 to $40,000, which is in the ballpark of what many customers paid for their H100 GPUs. In other words, given the substantial performance benefits, Blackwell will make it far more cost-efficient for businesses to access and deploy the most advanced AI models.

According to comments from Huang back in May, Nvidia should have started shipping Blackwell GPUs to customers in Q2, with sales ramping up as the year progresses. However, a recent report by The Information suggests a three-month delay could be due to a technical issue with the next-generation chips.

Nvidia hasn't confirmed those rumored delays, but investors should listen closely for comments on Q2 Blackwell sales and any update to its guidance for the remainder of fiscal 2025. Huang previously said he expects to see "a lot" of Blackwell revenue this year, so any variation to the company's timeline could substantially impact its future financial results.

Here's how Nvidia stock might react

Nvidia stock has soared 765% since the start of 2023, when the AI boom really started ramping up. It's now a $3.1 trillion company, so even a small move in its stock can be worth billions of dollars to its valuation.

While the performance of any stock on a given day is mostly noise, Nvidia reported its Q1 earnings after the bell on May 22, and its stock jumped 9.3% the following day. Remember, the company beat its revenue guidance by $2 billion on that occasion, so it's possible that a similar result this time around could yield a comparable increase in its stock price.

With that said, Nvidia stock is currently trading 7% below its all-time high following a steep market correction earlier this month, and if the company delivers weaker results than expected, its stock could slip into a much deeper drawdown.

However, Nvidia stock appears cheap right now for investors with a multi-year time horizon. Wall Street expects the company to deliver $0.64 in earnings per share in Q2, which will take its trailing 12-month earnings to $2.17. That places the stock at a price-to-earnings (P/E) ratio of 58.3.

Although that's almost twice as expensive as the Nasdaq-100 index, which trades at a P/E ratio of 32, the picture appears very different when looking further into the future. Analysts predict Nvidia will generate $3.81 in earnings per share in fiscal 2026, placing the stock at a more reasonable forward P/E ratio of 33.2.

In other words, as long as Nvidia's Q2 report doesn't produce a negative surprise, its stock looks like a good value at the current price for investors who can stay the course for at least the next couple of years.

Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Meta Platforms, Microsoft and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy .

The Motley Fool is a USA TODAY content partner offering financial news, analysis and commentary designed to help people take control of their financial lives. Its content is produced independently of USA TODAY.

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Moscow Method

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At its core, the MoSCoW method is simply a prioritization framework that can be applied to any kind of situation or project, but it works best when a large number of tasks need to be ruthlessly whittled down into a prioritized and achievable to-do list. The core aim of the process is to classify tasks into four buckets; Must, Should, Could and Won’t. As you can probably fathom, Must is the highest priority bucket, and Won’t is the lowest. You can also presumably now see where the funny capitalization in the term ‘MoSCoW’ derives from. One of the primary benefits of a MoSCoW exercise is that it forces hard decisions to be made regarding which direction a digital product project will take. Indeed, the process is usually the first time a client has been asked to really weigh up which functions are absolutely fundamental to the product (Must), which are merely important (Should) and which are just nice-to-haves (Could). This can make the MoSCoW method challenging, but also incredibly rewarding. It’s not uncommon for there to be hundreds of user stories at this stage of a project, as they cover every aspect of what a user or admin will want to do with the digital product. With so many stories to keep track of it helps to group them into sets. For example, you may want to group all the stories surrounding checkout, or onboarding into one group. When we run a MoSCoW process, we use the following definitions. Must – These stories are vital to the function of the digital product. If any of these stories were removed or not completed, the product would not function. Should – These stories make the product better in important ways, but are not vital to the function of the product. We would like to add these stories to the MVP build, but we’ll only start working on them once all the Must stories are complete. Could – These stories would be nice to have, but do not add lots of extra value for users. These stories are often related to styling or ‘finessing’ a product. Won’t – These stories or functions won’t be considered at this stage as they are either out of scope or do not add value.

The first two slides of the template are similar in design and structure. These slides can be used to provide general information to the team about the client’s needs. The slides will be useful for the product owner, development team, and scrum master. The next slide groups user stories into vertical columns. You can also set a progress status for each user story. The last slide gives you the ability to specify the time spent on each user story. After summing up the time for each group, the team can understand how long it will take them to complete each group. All slides in this template are editable based on your needs. The template will be useful to everyone who uses the Agile method in their work.

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MoSCoW Prioritization

What is moscow prioritization.

MoSCoW prioritization, also known as the MoSCoW method or MoSCoW analysis, is a popular prioritization technique for managing requirements. 

  The acronym MoSCoW represents four categories of initiatives: must-have, should-have, could-have, and won’t-have, or will not have right now. Some companies also use the “W” in MoSCoW to mean “wish.”

What is the History of the MoSCoW Method?

Software development expert Dai Clegg created the MoSCoW method while working at Oracle. He designed the framework to help his team prioritize tasks during development work on product releases.

You can find a detailed account of using MoSCoW prioritization in the Dynamic System Development Method (DSDM) handbook . But because MoSCoW can prioritize tasks within any time-boxed project, teams have adapted the method for a broad range of uses.

How Does MoSCoW Prioritization Work?

Before running a MoSCoW analysis, a few things need to happen. First, key stakeholders and the product team need to get aligned on objectives and prioritization factors. Then, all participants must agree on which initiatives to prioritize.

At this point, your team should also discuss how they will settle any disagreements in prioritization. If you can establish how to resolve disputes before they come up, you can help prevent those disagreements from holding up progress.

Finally, you’ll also want to reach a consensus on what percentage of resources you’d like to allocate to each category.

With the groundwork complete, you may begin determining which category is most appropriate for each initiative. But, first, let’s further break down each category in the MoSCoW method.

Start prioritizing your roadmap

Moscow prioritization categories.

Moscow

1. Must-have initiatives

As the name suggests, this category consists of initiatives that are “musts” for your team. They represent non-negotiable needs for the project, product, or release in question. For example, if you’re releasing a healthcare application, a must-have initiative may be security functionalities that help maintain compliance.

The “must-have” category requires the team to complete a mandatory task. If you’re unsure about whether something belongs in this category, ask yourself the following.

moscow-initiatives

If the product won’t work without an initiative, or the release becomes useless without it, the initiative is most likely a “must-have.”

2. Should-have initiatives

Should-have initiatives are just a step below must-haves. They are essential to the product, project, or release, but they are not vital. If left out, the product or project still functions. However, the initiatives may add significant value.

“Should-have” initiatives are different from “must-have” initiatives in that they can get scheduled for a future release without impacting the current one. For example, performance improvements, minor bug fixes, or new functionality may be “should-have” initiatives. Without them, the product still works.

3. Could-have initiatives

Another way of describing “could-have” initiatives is nice-to-haves. “Could-have” initiatives are not necessary to the core function of the product. However, compared with “should-have” initiatives, they have a much smaller impact on the outcome if left out.

So, initiatives placed in the “could-have” category are often the first to be deprioritized if a project in the “should-have” or “must-have” category ends up larger than expected.

4. Will not have (this time)

One benefit of the MoSCoW method is that it places several initiatives in the “will-not-have” category. The category can manage expectations about what the team will not include in a specific release (or another timeframe you’re prioritizing).

Placing initiatives in the “will-not-have” category is one way to help prevent scope creep . If initiatives are in this category, the team knows they are not a priority for this specific time frame. 

Some initiatives in the “will-not-have” group will be prioritized in the future, while others are not likely to happen. Some teams decide to differentiate between those by creating a subcategory within this group.

How Can Development Teams Use MoSCoW?

  Although Dai Clegg developed the approach to help prioritize tasks around his team’s limited time, the MoSCoW method also works when a development team faces limitations other than time. For example: 

Prioritize based on budgetary constraints.

What if a development team’s limiting factor is not a deadline but a tight budget imposed by the company? Working with the product managers, the team can use MoSCoW first to decide on the initiatives that represent must-haves and the should-haves. Then, using the development department’s budget as the guide, the team can figure out which items they can complete. 

Prioritize based on the team’s skillsets.

A cross-functional product team might also find itself constrained by the experience and expertise of its developers. If the product roadmap calls for functionality the team does not have the skills to build, this limiting factor will play into scoring those items in their MoSCoW analysis.

Prioritize based on competing needs at the company.

Cross-functional teams can also find themselves constrained by other company priorities. The team wants to make progress on a new product release, but the executive staff has created tight deadlines for further releases in the same timeframe. In this case, the team can use MoSCoW to determine which aspects of their desired release represent must-haves and temporarily backlog everything else.

What Are the Drawbacks of MoSCoW Prioritization?

  Although many product and development teams have prioritized MoSCoW, the approach has potential pitfalls. Here are a few examples.

1. An inconsistent scoring process can lead to tasks placed in the wrong categories.

  One common criticism against MoSCoW is that it does not include an objective methodology for ranking initiatives against each other. Your team will need to bring this methodology to your analysis. The MoSCoW approach works only to ensure that your team applies a consistent scoring system for all initiatives.

Pro tip: One proven method is weighted scoring, where your team measures each initiative on your backlog against a standard set of cost and benefit criteria. You can use the weighted scoring approach in ProductPlan’s roadmap app .

2. Not including all relevant stakeholders can lead to items placed in the wrong categories.

To know which of your team’s initiatives represent must-haves for your product and which are merely should-haves, you will need as much context as possible.

For example, you might need someone from your sales team to let you know how important (or unimportant) prospective buyers view a proposed new feature.

One pitfall of the MoSCoW method is that you could make poor decisions about where to slot each initiative unless your team receives input from all relevant stakeholders. 

3. Team bias for (or against) initiatives can undermine MoSCoW’s effectiveness.

Because MoSCoW does not include an objective scoring method, your team members can fall victim to their own opinions about certain initiatives. 

One risk of using MoSCoW prioritization is that a team can mistakenly think MoSCoW itself represents an objective way of measuring the items on their list. They discuss an initiative, agree that it is a “should have,” and move on to the next.

But your team will also need an objective and consistent framework for ranking all initiatives. That is the only way to minimize your team’s biases in favor of items or against them.

When Do You Use the MoSCoW Method for Prioritization?

MoSCoW prioritization is effective for teams that want to include representatives from the whole organization in their process. You can capture a broader perspective by involving participants from various functional departments.

Another reason you may want to use MoSCoW prioritization is it allows your team to determine how much effort goes into each category. Therefore, you can ensure you’re delivering a good variety of initiatives in each release.

What Are Best Practices for Using MoSCoW Prioritization?

If you’re considering giving MoSCoW prioritization a try, here are a few steps to keep in mind. Incorporating these into your process will help your team gain more value from the MoSCoW method.

1. Choose an objective ranking or scoring system.

Remember, MoSCoW helps your team group items into the appropriate buckets—from must-have items down to your longer-term wish list. But MoSCoW itself doesn’t help you determine which item belongs in which category.

You will need a separate ranking methodology. You can choose from many, such as:

  • Weighted scoring
  • Value vs. complexity
  • Buy-a-feature
  • Opportunity scoring

For help finding the best scoring methodology for your team, check out ProductPlan’s article: 7 strategies to choose the best features for your product .

2. Seek input from all key stakeholders.

To make sure you’re placing each initiative into the right bucket—must-have, should-have, could-have, or won’t-have—your team needs context. 

At the beginning of your MoSCoW method, your team should consider which stakeholders can provide valuable context and insights. Sales? Customer success? The executive staff? Product managers in another area of your business? Include them in your initiative scoring process if you think they can help you see opportunities or threats your team might miss. 

3. Share your MoSCoW process across your organization.

MoSCoW gives your team a tangible way to show your organization prioritizing initiatives for your products or projects. 

The method can help you build company-wide consensus for your work, or at least help you show stakeholders why you made the decisions you did.

Communicating your team’s prioritization strategy also helps you set expectations across the business. When they see your methodology for choosing one initiative over another, stakeholders in other departments will understand that your team has thought through and weighed all decisions you’ve made. 

If any stakeholders have an issue with one of your decisions, they will understand that they can’t simply complain—they’ll need to present you with evidence to alter your course of action.  

Related Terms

2×2 prioritization matrix / Eisenhower matrix / DACI decision-making framework / ICE scoring model / RICE scoring model

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A Review of the 2023 Semiconductor Market and a Look to 2024

Date: Feb. 22, 2024 Time: 2 pm EST

Semiconductor sales declined by 8.2% in 2023, confirming projections that the industry would experience negative growth. Despite the decrease in annual revenue, the second half of the year saw consistent month-over-month sales growth, signaling the beginning of the new semiconductor business cycle. In addition, the increase in the latter half of the year was driven by sales in end-markets—such as AI, automotive, and industrial—that are expected to propel the industry to $1 trillion by 2030.

Please join a panel of semiconductor market experts to discuss 2023 sales trends and an outlook of the market in 2024. Panelists include Dan Hutcheson, Vice Chair at TechInsights; Dale Ford, Chief Analyst at the Electronics Components Industry Association (ECIA); Lita Shon-Roy, President/CEO and Founder of TECHCET; and Christopher Danely, Managing Director, Citi. The session will be moderated by Robert Casanova, Director of Industry Statistics and Economic Policy at SIA.

Presentations:

2023-24 Semiconductor Market Analysis & Outlook Dale Ford, ECIA

TECHCET Market Outlook Lita Shon-Roy, TECHCET

sales projection presentation

Dan is Vice Chair of TechInsights Inc. He is a recognized authority on the semiconductor industry, winning SEMI’s Sales and Marketing Excellence Award [1] in 2012 for “empowering executives with tremendous strategic and tactical marketing value” through his e-letter, The Chip Insider®; his book Maxims of Hi-Tech, and his many interviews of executives.

As some industry leaders have said, “He is the marketing voice and expert for the industry.” “Dan has methodically captured the essence of the industry and produced it in such a way for all to benefit … He has been such an integral part of the industry for so long, it is difficult to imagine the industry without his contributions.”

Dan’s public work on the industry has often focused on challenging predictions of the demise of Moore’s Law that date back decades by demonstrating how doomsayers have been outpaced by emergent behavior through the innate ability of technologists to innovate. This has included invited articles for Scientific American , the SIA , and the Plenary at the SPIE Advanced Lithography Conference .

[1] Formerly SEMI’s Bob Graham Award

sales projection presentation

Dale Ford is the Chief Analyst at the Electronic Components Industry Association (ECIA).  Previously, he managed the research teams at IHS responsible for coverage of the electronics, semiconductor and electronics components industry and was one of the founders of iSuppli’s market research.  As a highly respected industry analyst with extensive experience producing award winning market research he brings expertise in technology trends, competitive analysis, forecasting and supply/demand research of the electronics, semiconductor and electronics components industries. Mr. Ford has been researching the electronics and electronics components industries for over 25 years.

sales projection presentation

Lita Shon-Roy has worked throughout the semiconductor supply chain, leading strategy, business development, marketing and sales for chip designers, equipment OEMs, and material suppliers for over 30 years. Her experience spans from process development of memory chips to business development of gases & precursors. She developed new business opportunities for companies such as RASIRC/Matheson Gases, Air Products & Chemicals, and IPEC/Speedfam, and managed marketing and sales in companies such as Air Products/Schumacher, Brooktree/Rockwell, and Hughes Aircraft.

Ms. Shon-Roy is considered one of the leading experts in electronic materials market analysis and business development. She has authored and co-authored 100’s of articles, reports and texts on semiconductor process materials markets, trends, and worldwide supply chain issues, and has been quoted in the Wall Street Journal and featured on BBC News. She holds an M.B.A. from California State University, Dominguez Hills, a M.S.E.E. focused on Solid State Physics from the University of Southern California, and a B.S. in Chemical Engineering from UC San Diego.

sales projection presentation

Christopher Danely is a Managing Director and lead Analyst for Citi’s US Semiconductor Research team. Prior to joining Citi in 2014, Mr. Danely was a Managing Director and global semiconductor coordinator at J.P. Morgan for twelve years. Previously, he was a Vice-President and senior semiconductor analyst at Merrill Lynch for three years and worked at Prudential Securities for two years. Chris was ranked #1 in the 2014, 2013, 2012, 2010, 2009, 2008 and 2007 Institutional Investor All America polls. Chris graduated from UC Santa Barbara.

sales projection presentation

Robert Casanova is the Director of Industry Statistics and Economic Policy at the Semiconductor Industry Association (SIA), where he directs SIA’s statistics, data analysis, and industry research. Prior to joining SIA, Robert was an Industry Analyst and commodities expert at the U.S. International Trade Commission where he was responsible for research and market analysis of the semiconductor, robotics, and AI industries. Robert also worked on the staff of Senator Richard Blumenthal (D-CT), where he handled the Senator’s International Trade, Small Business, and Indian Affairs legislative portfolio. Robert received a M.A. in International Economics from Johns Hopkins School of Advanced International Studies (SAIS).

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