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10 Slide Ideas for Financial Report Presentation

Last Updated on February 7, 2024 by Anastasia

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

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

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

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

Visualize your key financial indicators

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

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

Show revenue and profit snapshot on one dashboard slide

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

Illustrate revenue highlights with clear charts

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

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

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

Include balance sheet and cash flow tables

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

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

Compare key drivers of a revenue growth

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

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

Visualize revenue analysis for each quarter in your financial report

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

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

Present your financial metrics and indicators as a dashboard grid

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

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

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

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

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

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

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

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

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

3. Enhance the table header

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

4. Redesign the first column

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

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

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

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

Resource: Financial Report and Performance Indicators Presentation

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

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

Financial Report and Performance Indicators PPT Presentation

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

• Presentations

Financial Report

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Reviewed by Denis Malkov

Design your financial presentation using our free customizable template with financial data slides.

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Financial Report Presentation

Prepared for:

​ [Client.Company] ​

Prepared by:

​ [Sender.FirstName] [Sender.LastName] [Sender.Title] [Sender.Company] ​

Executive summary

Revenue over time

Balance sheet

Revenue over Customer

Revenue by key products

P&L (Profit

Financial analysis

Revenue by region

Table of Contents

Executive summary

Add your executive summary here with financial goals, market analysis, and a preview

of the data that this presentation is going

Financial metrics

Including financial metrics in your presentation will give the report credibility

and help everyone visualize the underlying data.

Metrics to include:

Earnings per share.

Earnings before interest, taxes, depreciation, and amortization.

Operating income

Revenue minus operating expenses.

Profit margins

Net income divided by revenue.

Operating income minus non-operating expenses.

Financial results

Present financial outcomes (both positive and negative) on a weekly, monthly, quarterly, or annual basis.

Financial analysis

Financial analysis helps you spot trends, set policies, and create long-term plans for your business.

Revenue and profit

Add your revenue and profit data to give shareholders a clear picture of gross margins for the business.

Your revenue

Your profit

Revenue over time

Add your revenue over time (on a monthly, quarterly, and/or annual basis) to show how fast your company is growing.

Revenue over customer segments

Present revenue for each customer segment to identify the highest-value groups.

Revenue by key products

Segment revenue by your key products to identify the highest-grossing offerings of your business.

Revenue by region

Split revenue up by region to see which regions are performing best and which regions may need additional expansion efforts and support.

Revenue analysis

Add revenue analysis to see if sales growth is in line with forecasts and goals.

Add your company's balance sheet with its total assets and liabilities.

Add your company's cash flow — the total amount of money moving in and out of your business.

P&L (Profit and Loss)

Summarize the revenue, costs, and expenses for the period covered in your financial report.

Add your company's financial expenses.

Example expenses:

Fixed expenses such as utility bills, insurance, and office space rent

Variable expenses like production and labor

Intermittent expenses like tax repayments or repair costs

Discretionary expenses such as event hosting and software subscriptions

Highlight the key elements of your report such as the percentage of revenue growth, the degree to which profit margins have improved, or the rise in operating income as a result of reducing costs.

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35+ Best Finance PowerPoint PPT Templates (Financial Presentations)

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

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

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

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

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

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Financy – Financial PowerPoint Template

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Investment & Financial Consulting PowerPoint Template

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Financial Report PowerPoint Template

Organize your financial report into an illustrative PowerPoint presentation.

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Present the facts and figures of your fiscal year with this PowerPoint template.

Obtain an Overview

Financial reports are used to clearly present and summarize a company’s accounting periods. They can also be used to outline and evaluate future investment strategies. Use our extensive Financial Report template to introduce key employees with photos, and incorporate forewords and statements from the CEO and board of directors. Our charts and diagrams can be used to present the regional details of key figures or provide explanations of quarterly developments.

Visualize Data

Let our customized design possibilities inspire you. Visualize figures with rich, data-driven diagrams and complete your PowerPoint presentation with a detailed summary. Emphasize highlights of the past year and forecasts for the coming years. Display your sales figures by region and use timelines to illustrate important events and projects.

With This Financial Report Template, You Can

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Home PowerPoint Templates Business PowerPoint Templates Financial Statements PowerPoint Template

Financial Statements PowerPoint Template

Financial Statements PowerPoint Template is a flat design presentation that contains the Three major Financial Statement Tables used in Accounting and Finance and a set of ratios to study their behaviour.

The Statements contained are:

• Trial Balance:  Register Credits and Debits for your books.
• Balance Sheet (Statement of Financial Position) :  Is a summary of the financial balances of a company, corporation or organization. It is generally described as a snapshot of the financial condition. Each balance sheets has three main parts (Assets, Liabilities and Equity) The balance sheet complies with the standard rule where the difference between assets and liabilities equals the equity, or the simple formula  Assets = Liabilities + Equity .
• Income Statement (Profits and Loss – P&L):  This statement shows the company revenues and expenses for a determined period of time. Diferently from the balance sheet, this statement is the difference between two periods and not only a snapshot. Basically it shows how the revenues (money received for products and services) is transformed into net income through the use of capital and expenses.
• Statement of Cash flows: This statements describes the cash flows (in and out) of a company. It focuses on the types of activities that generate the cash flow,  breaking down the analysis down to operating, investing and financing activities.

The ratios presented in the Financial Statements PowerPoint Template are:

• Current Ratio
• Quick Ratio
• Net Working Capital Ratio
• Return on Assets (ROA) Ratio
• Return on Equity  (ROE) Ratio
• Profit Margin
• Assets Turnover Ratio
• Accounts Receivable Ratio
• Inventory turnover ratio
• Debt to Equity Ratio
• Interest Coverage Ratio

A set of Trend Data Driven Chart are included:

• Income and Expenses Chart
• Operating Income & Margin

Ideal for Quarterly Reviews or Annual presentations, impress your audience with this professional and 100% Editable Financial Statements PowerPoint Template.

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Make your financial presentations more impactful

Your presentations should engage your audience with key insights from your analysis. You need a way to clearly communicate and visualize your data.

Use impactful formatting and modern charts in Excel to visualize your data in compelling ways. Or use Power BI to share secure, interactive dashboards, enabling self-service with your stakeholders.

If you have a big presentation, don’t lose time trying to create a perfect design. Use the Designer feature in PowerPoint and immediately choose from professionally designed layouts.

Communicate clear insights and actions for your audience.

Analyze and visualize your data quickly.

Keep confidential information secure.

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Think Outside The Slide

Presenting Financial Information Visually in PowerPoint

Why does it seem to be so difficult to effectively present financial statements, results or analysis? Executives, management, and stakeholders get confused by the slides full of spreadsheets and ask a lot of questions. In my surveys of audiences, they tell me that they want visuals instead of tables of numbers so the key messages are clear.

Here is an example of how to visually present the Net Income in an Income or P&L statement.

Here is an example of visually showing the assets or liabilities and the year over year change from the Balance Sheet.

And here is an example of showing a walk of budget and variance amounts for expense categories from the Income or P&L statement.

See, it is possible to effectively present financial statements, results, or analysis. If you want to see more examples of visuals, here’s a whole page of examples for financial topics organized by type of message you want to communicate . I also have articles on each of the three key financial statements: Income/P&L , Balance Sheet , and Cash Flow .

If you want to learn how to present financial statements, results or analysis more effectively, follow these links to jump to the topic that is most important to you right now. Why presenting financial information is difficult and what audiences want in financial presentations Use the GPS approach to create a clear message for your presentation while reducing information overload How to select graphs and visuals based on the message they communicate Save time by learning how to create graphs and visuals faster in Excel and PowerPoint

Why presenting financial information is difficult and what audiences want in financial presentations

Why does it seem so difficult to effectively present financial information? You may regularly present financial information such as monthly results, weekly performance against goals, or financial analysis. Your slides are full of spreadsheets and complex graphs you have copied in from Excel because that is what you have seen other financial professionals do.

But it doesn’t seem to be all that effective. Your audience, whether they are executives, management, or stakeholders, are overwhelmed with the information you present. They seem confused and end up asking lots of questions. You usually have to do more analysis before they will make a decision.

You figure there has to be a better way to present financial information so it is easily understood and acted on. There is.

First we need to understand why it seems so difficult. In my work with hundreds of financial professionals, it seems that there are three beliefs that hold them back from creating and delivering effective presentations.

“Everyone should love numbers as much as I do.”

Too many analysts mistakenly think that their audiences want every number they have and all the details behind the analysis. This is simply not true. Most people don’t have a great love of numbers, but they do need to know what the numbers mean to their department, area, or life.

“All the numbers need to be presented in case someone has a question.”

Copying spreadsheets of numbers onto slides has two negative reactions from most audiences. First, they get overwhelmed and they mentally check out, leaving the room without understanding the key messages the presenter needs them to understand. If they don’t check out, the second reaction is to find an obscure number on the slide (one that has nothing to do with the key message) and ask numerous questions to prove to others that they were paying attention. The presentation goes off track and the key messages get missed.

“I have to prove I can do my job well by presenting every calculation, all the analysis, and every detail I considered.”

If your boss has a problem with your job performance, they will set up a separate meeting with you one-on-one. The quality of your conclusion is more important than the quantity of the work. Executives can tell how well you did your work by how insightful your conclusion is and how it helps them make strategic decisions that benefit the business.

So what do audiences of financial presentations want to see? I asked them in a survey in March 2016 ( full survey results are here ). Let’s start with what they don’t want. They don’t want an overload of information. Unfortunately, that is what they get when financial professionals cling to the three beliefs listed above.

What do they want instead? Their responses were in three key themes:

• “Start with the message, not the data.” was the sage advice of one respondent. Financial professionals should determine the key message and then find the support for the messages, not start with the data and hope the audience figures out the messages.
• The presentation must be relevant to the particular audience, using terms they understand and making it clear what the analysis means to their area, project, or life.
• The slides should have easy to understand graphs and other visuals, not large tables of numbers. Adding callouts to explain key points in the visuals is also helpful.

Use the GPS approach to create a clear message for your presentation while reducing information overload

If you want your next presentation of financial or operational information to clear and focused, I suggest you start with planning your presentation.

Create a clear message for your presentation

Presenting financial information should not just be a data dump. Don’t start preparing for your presentation using the Grab & Hope method where you just grab slides from previous presentations and hope they come together into a coherent message. This article explains more about why this method is not effective and wastes time.

Use a GPS system as an analogy when planning your presentation. Start with the goal of the presentation (like the destination of a trip), evaluate the present situation (like the current location with a GPS), then determine the steps necessary to move the audience from where they are to where you want them to be (like the best route when taking a trip). This article explains more about the GPS system.

Declutter your slides

Putting spreadsheets on slides is the top annoyance in financial presentations according to the people who responded to my survey ( full results here ), so don’t just copy a table of numbers onto a slide. Many presenters feel they need all the data on their slides in case a question gets asked. In fact, you have three additional opportunities to share information with your audience: before the presentation in a pre-read, after the presentation in supplemental files, or behind your slides with hyperlinks to source files or hidden slides. This article explains this idea and when you move information to these other places, you can focus your message on the key points you need the audience to understand.

You may have heard the phrase “Less is More” and think that is what I am suggesting here. Not at all. I don’t believe that phrase makes sense at all, as I explain in this article . Your goal should be clarity of your message, and all that extra detail confuses the message for your audience.

Make sure you are giving executives what they need. Leaders need actionable insights on what needs to be done next. Insights that consider the context of the results, the relationships between the data and other factors. Spreadsheets only give them measurement results that answer what happened or performance results that answer how the results compare to a previous period or goal.

If you want a structured approach to planning your presentations so they have a clear message and focused content, get my book GPS for Presentations .

How to select graphs and visuals based on the message they communicate

This is the step that is the biggest roadblock for many financial professionals: How to select the right visual for each slide. The key is to not start by looking at the data. Remember that the presentation is communicating key messages to the audience. Start with what message you are trying to communicate when you select a visual. Write your key message as a headline at the top of the slide, like a newspaper writes a headline for every story ( use this template to write a headline that summarizes the result from your analysis).

Don’t select a visual just because it looks cool, select a visual that clearly communicates your message to the audience. I have an entire page of example visuals organized into the nine categories that I see professionals use most often in financial presentations . For each message you want to communicate, identify the category and then look through the examples in that category to select a visual that will effectively communicate that message.

As a business professional, how can you select the best visual for each message? Follow the approach in my book Select Effective Visuals . I break down almost every message a business professional will need to communicate into six categories. I break those down into 30 groups and sub-groups and 66 individual visuals. The book contains 192 color examples of visual and tips on how to create the visuals using Excel and PowerPoint, the tools you already have on your computer.

Save time by learning how to create graphs and visuals faster in Excel and PowerPoint

A large barrier to using visuals in presentations is the time it takes to create the slides if you don’t know the quick and easy ways to create visuals in PowerPoint. You could use Google to try to find tutorials but you never know whether the video or article you found is created by someone who is an expert and will show you the best technique. The best site for free PowerPoint tutorials is www.indezine.com , which is run by a recognized PowerPoint expert. They have tutorials for almost every feature in every version of PowerPoint. Some of the best tutorials for using Excel come from recognized experts Jon Peltier , Bill Jelen , and Chandoo .

When you are creating graphs, make sure they are clean and not cluttered. This article gives tips on cleaning up the default graphs in Excel/PowerPoint, this article gives tips on labeling graphs, this article explains when gridlines are helpful on line graphs, and this article shows how to replace the default legend with more effective labels. I also offer some calculators and tutorials for creating some non-standard graphs, such as waterfall graphs, diverging stacked bar charts, and treemaps.

If you prefer to create tables or graphs in Excel and copy them on to a PowerPoint slide, you need to be aware of the potential advantages/disadvantages of each method. Along with Glenna Shaw of  www.visualology.net , I created a table of every copy/paste method as of Office 2013. If you want to link a table of cells from Excel to a PowerPoint slide, read this article . If you want to link a graph from Excel to a PowerPoint slide, read this article . In each article you will also learn why linking may not give you what you really need, and why creating the table or graph in PowerPoint might be better. I have an e-course that goes into depth on this topic with videos of each of the key methods for using Excel content in PowerPoint.

The information above and the articles, makeovers, and resources above will be very helpful. But the best way for you and your colleagues to make a step change improvement in the way you present financial information is to set up a customized on-site workshop. My two-day sessions include in-depth discussion of the GPS approach to planning your message and focusing the content. We go through the HVF approach to create effective slides, learning how to select the correct visual and I show many makeovers of your actual slides so you can see the ideas applied to the information you present. The second day is hands-on practice creating the visuals, including ways to set up your Excel and PowerPoint files so weekly or monthly updating is quick and simple. You can learn more about my customized workshops here.

I also offer in-person training workshops to improve a team’s skills in using Excel to create effective graphs . In mid-2019 I will be releasing a new ecourse that shares expert-level techniques for advanced Excel graphing without using plug-ins, add-ins, or VBA programming. You can get on the priority notification list if you are interested.

You can also spend less time creating visuals when you start with something that is already partially done. This page on my site allows you to download 77 pre-made visuals for communicating a message that is time based, such as a timeline or calendar. This article shows you sites to get free vector icons for use on your slides. And this article shows you how to use a site that has over 4,000 professional sequence and relationship diagrams.

Getting tips on the functions of PowerPoint or Excel is good, but not as good as learning the exact steps to create the visuals you want. That is why I have created my Implementation Guides . These are the handouts I use in my customized workshops to give step-by-step instructions that the participants can follow to create many of the effective visuals I show them. If you want to create graphs in PowerPoint that are clear and impactful, these guides will save you hours of time. I also cover the specific methods for copying or linking Excel cells or graphs to PowerPoint.

Free Business Financial Report PowerPoint Template

Financial reports often require interpretation in the form of a presentation. One might have to present important details about quarterly performance, financial forecasts or other important bits of information regarding the finances of an organization. The Free Business Financial Report PowerPoint Template gives a radiant blue background design with a collection of eight sample slides which can help you quickly prepare financial reports for your organization in the form of PowerPoint slides.

Financial Report Template for PowerPoint

This financial PowerPoint template starts with a title slide which has space for adding your company logo. This is followed by an Agenda slide for highlighting the meeting agenda or essential points related to your presentation.

The slides which follow include; slides for adding your highlights, income, revenue by division, balance sheet assets and stock performance. Needless to say, you can add new slides and change the default order of slides to fashion your presentation according to your set requirements.

Editable PowerPoint Charts for Financial Reports

The template had sample PowerPoint charts for a number of financial details such as to display the net revenue, net income and earnings per share. You can add your own statistics to populate the sample charts.

Similarly, there are sample, editable charts for revenue by division, assets and stock performance.

Change Default Theme

In case you find the default background a bit overwhelming, you can change the theme via the Design tab. You might also want to do that to match the PowerPoint background with your organization’s colors. Hence, you can make use of the sample charts which have been made to help quickly generate statistics for financial reports, while having the option to use any slide design of your choice.

The sample charts are neatly laid out and make it easier to create financial reports in PowerPoint. This is the highlight of this template and the rest is pretty generic. You can change the default theme and colors of slide objects to match your needs.

Go to Download Free Business Financial Report PowerPoint Template

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10 Best PowerPoint Templates for Finance Presentations

Presenting large data in a concise format in a PPT presentation is just as important as it affects the efficiency of your business decision making process. To make your work easy, we have compiled a list of 10 best PowerPoint templates for finance presentations. Discover now!

Presenting data and numbers in financial presentations (in PowerPoint and Google Slides) has proven to be a lot more effective than putting them in Excel sheets or reports. The decision-making process gets impacted if you are unable to visually engage your audience when it comes to big numbers and data. Using the best PowerPoint templates for finance presentations, you can keep your audience hooked on the things you would want them to focus on.

To ease your process of finding that perfect template, we have compiled a list from our collection of the best finance PPT templates. These templates have been designed to make your presentations stand out and let the numbers speak for themselves! Whether you’re an experienced financial analyst or a finance student, these templates have been crafted to cater to all your needs.

What is a Finance Presentation?

A finance presentation is a visual representation of all the financial data, strategies, and insights you wish to present in a PowerPoint or Google Slides. It is a powerful means of presenting financial information to stakeholders.

It simplifies complex financial statements including financial budgets , income statements , balance sheets , and cash flow statements into a clear and concise format. A well-crafted finance presentation empowers decision-makers to make informed choices and grasp the financial implications of their actions, promoting financial success and growth.

ALSO READ: Best Business PowerPoint Templates For Presentations

Importance Of Finance PowerPoint Presentations

The importance of an effective finance PowerPoint presentation cannot be undermined in any professional setting. It not only adds value to your quantitative analysis, strategies and ideas but also expands the scope of your presentation. Let’s look into some of the core importance of using the best PowerPoint templates for finance presentations :

• Decision-Making: A good PPT template empowers stakeholders to make informed decisions based on accurate financial analysis.
• Quick Summarization: Finance presentations also help to summarize complex financial data clearly. They aid in budgeting, forecasting , and strategically planning processes for financial success.
• Insights: Finance presentations also provide valuable insights into a business or investment’s financial health, performance, and prospects.
• Communication : Presenting the financial information in a coherent and visual manner helps you enhance communication and understanding between financial experts and non-specialist audiences.
• Visual Impact: With the help of charts, graphics, icons and tables, you can visually represent financial trends and comparisons during the business, project management or marketing meetings.

Let’s look at 10 of our best PowerPoint templates for finance presentations in detail.

10 Best Finance PPT Templates 

The scope of finance PowerPoint presentation template from SlideUpLift is not only limited to financial presentations but also in the areas including business , marketing , project management to name a few. Here is the list of the best finance PPT templates:

Financial Results PowerPoint Template

Balanced Scorecard KPI PowerPoint Template

Financial Summary PowerPoint Template

Financial Ratios PowerPoint Template

• Balanced Scorecard Strategy PowerPoint Template

Pricing Table Infographics PowerPoint Template

Cash Position Waterfall Graph PowerPoint Template

Financial Cycle Management PowerPoint Template

• Financial Asset Analysis PowerPoint Template
• Financial Charts and Graph Isometric PowerPoint Template

These templates have been professionally cherry-picked to give your numbers and data and visually pleasing look in front of your audience. We are going to look at these templates individually so you can make an informed decision.  

Financial Result PowerPoint Template

• This template allows you to engage the audience with financial illustrations using interactive charts and graphs.
• It can be used to present financial results to potential investors and stakeholders and also to show data and reports using finance dashboards .
• It can also be utilized by financial analysts, accountants, consultants and accounting firms to showcase financial estimates.

• This template is a visual representation of a set of key performance indicators (KPIs).
• It uses charts and graphs to provide KPI data that’s easy to understand.
• It can be used to present key performance indicators to evaluate financial performance by project managers , executives, team leaders, etc. 

• The template consists of pre-designed financial data slides for revenue , expenses, and earnings.
• It can be used to present financial data and performance to potential investors.
• You can also share executive summaries with decision-makers through management reporting.

• The template is a collection of pre-designed slides for presenting various financial ratios and calculations.
• It has graphs and charts to measure liquidity, profitability, efficiency, and solvency, making it one of the best PowerPoint templates for finance presentations.
• It can be used to present essential financial ratios to important stakeholders and investors by financial analysts, entrepreneurs, and accountants.

Balanced Scorecard Strategy Map PowerPoint Template

• This finance PowerPoint template offers a visually appealing design to represent different elements of the strategy map.
• The balanced scorecard strategy map provides a clear overview of strategic objectives and their relationships.
• It can be utilized to develop and present strategic plans , monitor and track KPIs, present performance reviews and showcase financial updates. 
• It can be used by financial consultants, analysts, tax specialists, and many more.

EXPLORE: Exclusive Collection of Finance PowerPoint Templates

• The template has pre-designed, visually appealing pricing tables for products or services.
• It also includes elements to convey pricing options and features to customers, assisting in their understanding.
• This can be used by sales experts, marketing teams, business professionals in retail, e-commerce and consumer business.

• The template offers an impactful waterfall graph to analyze cash position changes over two-time intervals.
• It effectively communicates complex balance sheet analysis to stakeholders.
• This template is one of the best PowerPoint templates for finance presentations especially when it comes to discussing strategies based on cash position trends.

• Financial Cycle Management PowerPoint Template is a collection of pre-designed slides covering all stages of the financial cycle management.
• Graphs and diagrams are used to describe financial operations and data.
• It is usually utilized by financial experts, tax specialists, analysts and strategists, accountants, etc.

ALSO READ: Best Free PowerPoint Templates

Asset Financial Analysis PowerPoint Template

• This PowerPoint template offers a comprehensive framework for analyzing assets .
• It can be used by financial specialists and other stakeholders during financial training sessions, financial review meetings, annual meetings, etc.

ALSO READ: Best Marketing PowerPoint Templates

Financial Charts And Graphs Isometric PowerPoint Template

• The template contains eye-catching 3D isometric charts and graphs to present financial data.
• Ideal for presenting financial trends and patterns, financial data, results and displaying budget and resource allocations, making it one of the best PowerPoint templates for finance presentation.

With the help of these templates, you can add layers to otherwise boring presentations while not losing an ounce of the information that needs to be conveyed. You can also choose to browse from our wide range of financial PowerPoint templates to boost your visual appeal.

ALSO READ: Best Websites for PowerPoint Templates

Presentation Tips For Effective Finance Presentations

Here are some presentation tips for effective finance presentations:

• Know your audience and their understanding of financial concepts.
• Keep your slides simple and avoid too much numerical stuffing.
• Visualize important metrics that support the argument of your financial presentation.
• Whenever possible, use examples and analogies with help of your slides to convey difficult information. 
• Make use of animations, icons, shapes, graphics, etc. to make your slides visually pleasing.

ALSO READ:  Best Google Slides Templates for Presentations

With SlideUpLift’s extensive library of the best finance PPT templates for premium and free download, you can enhance the potential and quality of your financial presentations. Our templates can be customized to meet any purpose, whether you need to show financial reports, investment strategies , or data analysis. 

You can easily create powerful presentations with user-friendly features, attractive designs, and adaptable layouts. Impress your audience by raising the visual standards of your financial communications. 

How do I structure my financial statements in PowerPoint?

The best way to structure your finance presentation is by structuring your slides into sections. Start with an introduction slide that provides an overview of the company’s financial position. Then, move on to the income statement, followed by the balance sheet and the statement of cash flows and other financial reports to support your data and arguments. 

Can I alter the templates' fonts and colors to match the branding of my business?

Yes, all the templates within our collection of best finance PPT templates are easy to customize, so you can change the colors, fonts, and text to match your logo or presentation style. In case you need expert help to customize your finance presentations, you can opt for Custom Slides feature to ease your job.

Do I need to be a designer to use these templates effectively?

No, “Best PPT templates for Finance Presentations” collection by SlideUpLift is user-friendly and includes simple features that allow anyone to make excellent presentations.

How can these templates for finance presentations be used to visualize financial data?

The Finance PowerPoint templates are specifically created for presenting financial data, with various charts, graphs, and infographics to enhance data visualization.

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PowerPoint templates provide a wide range of options for designing and presenting creative and compelling presentations to get ideas right and perfect. And the increase in demand for it contributed to the increase in its popularity, use, and reliance on meetings, conferences, and others.

You need to prepare and present some presentations for your company and prepare an annual report summarizing the company’s achievements, the plan that you followed, your conclusions, and your aspirations for better performance. Some excellent annual reports may be hard to find, which is why we brought you 20+ Best Annual Report PowerPoint Templates 2023 to prepare a professional annual report. These templates are easy to use and you can modify them with a few clicks, customize, and rearrange their icons and elements until they become the desired form.

In these templates, you will find everything you need to make your annual report clear and unique, which in turn will increase customer confidence and investment and double your productivity.

1. Annual Report PowerPoint Template For Presentation

Annual Report PowerPoint Template For Presentation contributes to presenting your ideas in an ideal way, drawing a clear picture of your work and your achievements during a whole year, motivating your team to move forward in achieving more successes. This template contains creative features that enable you to present a powerful and competitive presentation that grabs the attention of the audience and is ready to use and easily customizable.

2. 2021 Annual Report PowerPoint Template

The beautiful design of this template prepares your project distinctively and strikingly. 2021 Annual Report PowerPoint Template is a modern template with a professional design that meets your needs for high-quality report. This template includes 30 pre-made unique slides, 3 color themes, a light and dark background, in addition to other features.

3. Annual Report PowerPoint Template

To anyone looking for excellence, each slide in this Annual Report PowerPoint Template is specially designed to make your presentation creative. This template provides free fonts, colors, and professional icons you need for every presentation and is easily customizable and fully editable. Try it now!

4. Annual Report PowerPoint Template

Annual Report PowerPoint Template is one of the best business PowerPoint templates designed and supported with professional features and contains all the components that make your presentation impressive like Easy image placing, Handcrafted Infographic, User Guide PDF and many other features that you will notice when using it.

5. Annual Report PowerPoint Template Free Download

Finish your work and activities with Annual Report PowerPoint Template, you can simply customize the slides to adapt to the content you want to present. It is a great template with excellent specifications and all for free. This template is easy to use and will saves you effort and time to prepare a successful presentation.

6. 2020 Year Report PowerPoint

The 2020 Year Report PowerPoint template contributes to building an unforgettable presentation. This template is filled with convenient specifications and is customizable as you wish. With a single click, you can add your data and preset items that will save you hours of work.

7. Annual Report – Company Business PowerPoint

Present your annual report in the best form with the stunning Annual Report – Company Business PowerPoint. Everything you would expect with this template is a flexible template with a funky contemporary design, containing Data Chart, Picture Placeholder, Used and recommended free web fonts, Easy Editable Color Scheme, for free.

8. 2020 Year Report Vertical PowerPoint

Use 2020 Year Report Vertical PowerPoint to create a great annual report for your business. In this template, you will find a letter from the CEO, Year Highlights, Business Quote profit & loss, Prices, Maps, Conclusions, and more. You can also change colors with themes and add personalization by inserting your company logo.

9. Annual Report Presentation Template

Annual Report Presentation Template is professional and charming, designed to present your company information in an interesting style and attractive presentation. This template includes a set of features that enrich your presentation without requiring much effort or time to customize and adjust.

10. Dashi Annual Report Presentation PPT

Dashi Annual Report Presentation PPT highlights the importance of the report you are preparing because of its trustworthy and unique features, 30 Premade colors, based on the master layout, 28 Unique slides, Easy drag and drop image. What else do you need?

11. 2021 Year Report PowerPoint

Develop your company’s growth strategies and make your content an engaging visual presentation with 2021 Year Report PowerPoint. Whether you are a business owner or you work for a company, you can benefit from this template. It features pre-made slides for various types of content to make it easy for you to prepare your presentation.

12. REPORT – Corporate Annual Report PowerPoint

With the simple and attractive design options that REPORT – Corporate Annual Report PowerPoint offers, you can motivate the audience to interact with your presentation and this template will make numbers and stats fun, this template is suitable for preparing a company file, preparing an annual file, and more.

13. Project Proposal Template PowerPoint

To support your business and contribute to the participation of potential clients more in your business and projects, we present to Project Proposal Template PowerPoint. It is perfect for preparing a company profile or project proposal and explaining your achievements. With this template your data will be fun to know, easy to understand and the recipient will not get bored of what you show.

14. Company Annual Report PowerPoint Presentation

Unlike fading templates, Company Annual Report PowerPoint Presentation conveys your information more effectively to share with your team or with your audience. This template consists of 30 unique and easily customizable slides plus Free Web Fonts, 16:9 Widescreen Ratio, and Based on Master Slides.

15. Annual Plan PowerPoint

By relying on the Annual Plan PowerPoint template, your mission will be completed and your presentation is attractive and professional. You can detail the tasks in your annual activity report as much as you want, this template provides you with all the icons, graphics, charts, and all the other elements you need to prepare your report.

16. Company Report PowerPoint Template

Company Report PowerPoint Template uses icons and colors to present information efficiently, while you won’t have any difficulty adding your data to this template as it is easy to modify and customize. This template has a clean and elegant design, Full/No animation, 16:9 HD Retina ready, 10 pre-made color themes.

17. Financial Report PowerPoint Presentation

Your report can tell your company’s story through the use of related visuals, background images, and icons of the Victoria template which gives you all the features needed to create a creative report Object Placeholders, Retina and Full HD, Overlay Picture Effect, Fully Animated Slides, and more.

18. Rutina – Planner Template PowerPoint

Your ambitious goals for your company and future business deserve to be conveyed and presented in the best way, in a clear and easy-to-understand manner. This is what Rutina – Planner Template PowerPoint will achieve for you with all its elements. It facilitates access to the information that the recipient wants to hear and displays it dynamically.

19. Marketing Pitch – Infographic PowerPoint Template

To convey a positive image of your company and reflect the dynamism of your business, use Marketing Pitch – Infographic PowerPoint Template and enjoy the advantages that it gives you for free. With this template, there will not be much to do as all its elements are pre-made and waiting for you to modify and customize them as you wish.

20. EUSIN – Corporate Theme PowerPoint Template

To keep your presentation interesting and to keep the audience away from boredom and distraction we recommend the clear and astonishing EUSIN – Corporate Theme PowerPoint Template which is rich in all the essential elements of any presentation. It is a flexible and responsive template, and this template also gives you space to present your conclusions and vision for the future of your company and your business.

21. Shelby – Corporate PowerPoint Template

30 unique slides in HD resolution that ate fully editable in PowerPoint with drag & drop image placeholder, master slides, elegant slide transition, creative portfolio, quote and product slides, team management slides, product description slides, professional company profile slides, perfect for product and features showcase and very good option to consider.

We hope that we have provided some useful content in this article and we will be proud and glad if you try one of these templates, give the best presentations and achieve the best results in your work. These templates are all wonderful and won’t require you much time and effort to prepare for your perfect presentation, as they are packed with features that rival those of the paid ones. Try them now and enjoy making the most beautiful and skillful presentation.

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Top 10 Financial Analysis Templates with Examples and Samples

Financial analysis serves as the "beating heart" of every thriving organization, providing the pulse on managing money and fueling overall performance. It examines and interprets financial data, allowing businesses to assess their financial health, identify trends, and make informed decisions.

Companies gain insights revenue generation, profitability, cash flow, and expenditure patterns by conducting financial analysis. It helps them understand financial strengths and weaknesses, enabling strategic planning and resource allocation. With accurate financial analysis, organizations can identify areas for improvement, optimize operational efficiency, and capitalize on growth opportunities. Financial analysis facilitates effective risk management by identifying and evaluating potential financial risks and uncertainties. By analyzing financial ratios of businesses’ vital health indicators such as liquidity, solvency, and profitability, organizations can assess their financial stability and resilience across market conditions.

Business planners and owners understand the value of regular financial analysis, which helps them maximize profitability by monitoring their financial health. However, when it comes to creating financial analysis reports and proposals, they often find it daunting. If so, you may not have downloaded SlideTeam's financial analysis Templates yet.

Dive into this blog to discover SlideTeam's templates on financial analysis, valid across industries. With minimalist designs radiating professionalism, these presentation templates empower you to showcase your financial analysis services and connect with potential clients. 

Take a look. 

Template 1: Enterprise Financial Analysis PowerPoint Presentation Slides

This PPT Template is ideal for creating a comprehensive and professional presentation on economic forecasting. These slides give you the tools to showcase financial forecasting, planning, and budgeting aspects. The presentation design includes visually-appealing graphics and charts to present balance sheets, cash flow statements, financial projections, key financial ratios, liquidity ratios, profitability ratios, activity ratios, solvency ratios, and an overview of the income statement. These slides will enable you to deliver a detailed and insightful presentation on financial analysis with ease and clarity.

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Template 2: Financial Analysis In Healthcare Industry PowerPoint Presentation Slides

These slides offer tools for conducting accounting analysis and visualizing healthcare financing models, industry key statistics, and healthcare marketing trends. Use this comprehensive financial management PPT Slideshow to highlight two prominent healthcare marketing trends: Patient generation and conversion. Additionally, leverage our healthcare analytics PowerPoint infographics to illustrate health care financing models, including social and voluntary health insurance. With these presentation slides, you can facilitate a global comparison of healthcare expenditure, providing a comprehensive view of financial analysis in the healthcare sector.

Template 3: Three-stages Triangle Individual Business Process Horizontal Triangle Financial Analysis

Conduct a detailed financial analysis of an individual business process. The template consists of three interconnected triangles, each representing a distinct analysis stage. The first stage involves gathering and organizing critical financial data, including statements and relevant information. The second stage entails data analysis using ratios, trends, and quantitative techniques. The third stage focuses on documenting and communicating findings of the analysis through clear reports and presentations. This presentation template facilitates a systematic approach, enabling users to get insights into the financial performance of a specific business process. 

Template 4: Startup Company Profile Timeline Organizational Structure Financial Analysis Process

Grab this tool to showcase your startup's journey, organizational structure, and financial analysis. This PPT Template offers a comprehensive framework that captures the essence of your startup's growth over time, allowing you to highlight key milestones, achievements, and strategic initiatives. With its intuitive timeline design, you can present your startup's evolution from its inception to its current stage, demonstrating progress and significant milestones achieved. The aim is to stay true to the numbers and weave a story that helps people understand the significance of the ratios. 

Template 5: Results Candidates Election Presidential Performance Appraisal Financial Analysis Business

Discover essential insights and tools you need to make informed decisions with this template. Evaluate each candidate's campaign's financial effectiveness and efficiency using the detailed performance appraisal section. Analyze return on investment and cost per vote to assess the value derived from their financial resources. Gain a comprehensive understanding of the broader business implications of presidential elections by exploring economic impacts, market trends, and potential effects on industries and sectors. Grab it now to uncover financial insights and assess candidates' performance.

Template 6: Pie Chart Business Financial Analysis Financial Performance Representation

With this template, you can effectively present critical financial data using pie-charts, enabling easy comparison and understanding of components such as revenue, expenses, profit margins, and market share. This presentation template helps you analyze and communicate financial information clearly and concisely, making it an ideal tool for business financial analysis and reporting.

Template 7: Summarize Financial Analysis Growth Business Achievements Magnifying

This PPT Template showcases your business's financial analysis findings. It highlights vital growth metrics and achievements, making it easy for stakeholders to grasp essential information quickly. You can showcase the growth trajectory of your business over time by presenting critical metrics in an understandable format. The template saves time with its ready-made framework and is customizable to suit your business needs and branding requirements.

Template 8: Telecom Business Plan Marketing Strategies Successful Assessments Financial Analysis Success

This powerful tool helps you outline your objectives, target market, and competitive analysis. Using the template structure, you can devise effective marketing strategies and develop accurate financial projections. Keep track of your business's success over time, set goals, monitor progress, and evaluate achievements. Stay ahead of the game and make necessary adjustments to secure long-term success. Download it now to pave the way to telecom triumph!

Template 9: Overview of the Selected Financial Analysis Course Ultimate Guide To Financial Planning

This PPT Slide provides a clear overview of financial analysis, equipping you with essential knowledge and skills to make informed financial decisions. From understanding financial statements to analyzing ratios and creating financial projections, it covers all aspects of financial planning. This PPT Template provides you with the knowledge and resources to flourish in finance, whether a novice or a seasoned pro. Don't pass up this priceless resource; download it now. 

Template 10: Evaluation Criteria to Select the Best Financial Analysis Financial Planning Analysis Guide Small Large Businesses

This PPT template provides a concise and compelling framework to assess and choose the ideal resource. With this template, you can define and evaluate characteristics such as competence, comprehensiveness, practicability, and user-friendliness. It simplifies the decision-making process, helping you choose the best guide for your organization. Take the uncertainty out of selecting a financial analysis and planning guide and make an informed decision for the future of your business. We highlight the five factors as  pricing, availability of key features, support and training, and deployment, with weights that you can assign in terms of their importance.

GIVE MEANING TO FINANCE!

With suitable financial analysis templates, you can streamline your analysis process, save time, and present your findings professionally and visually appealingly. So, why wait? Take advantage of our financial analysis templates today and unlock the power of data-driven insights for your business's growth and profitability. Empower your financial analysis with our templates and make smarter financial decisions. 

PS: Is your business utilizing its resources to the fullest? Use our cost analysis templates to find out! 

FAQs on Financial Analysis 

What are the three types of financial analysis.

Financial analysis involves three main approaches: ratio analysis, trend analysis, and cash flow analysis. 

• Ratio analysis calculates financial ratios to evaluate a company's performance in terms of profitability, liquidity, solvency, efficiency, and market valuation. 
• Trend analysis examines financial data over time to identify patterns and trends, helping assess performance and make projections. 
• Cash flow analysis assesses the inflows and outflows of cash, examining sources, uses, and the company's ability to meet financial obligations.

What are the five components of financial analysis?

The financial analysis consists of five key components:

• Financial statements: These documents, encompassing the balance sheet, income statement, and cash flow statement, capture this numbers at that particular moment in time into the financial standing, operational achievements, and cash flow engagements of a corporation.
• Ratios and Metrics: A company's ability to examine aspects of its financial health and operational effectiveness, such as its potential for profitability, liquidity, and efficiency, is aided by the computation and analysis of financial ratios and measurements.
• Comparative Analysis: By juxtaposing a company's financial information against industry standards, competitor achievements, or past periods, analysts acquire valuable insights regarding its relative position, strengths, weaknesses, and growth opportunities.
• Trend Analysis: Examining financial data over time enables identification of patterns, trends, and changes in key financial indicators. This analysis aids in assessing a company's financial performance direction, potential risks, and opportunities and making forecasts.
• Qualitative Factors: Besides quantitative data, financial analysis incorporates qualitative factors such as management quality, industry trends, competitive landscape, and economic conditions. These factors provide context and enhance the interpretation of financial data.

What are the types of financial analysis?

Financial analysis offers insights into a company's performance, position, and prospects. Ratio analysis includes calculating and interpreting financial ratios to evaluate profitability, liquidity, and market valuation. Trend analysis examines patterns and changes in critical indicators for forecasting and identifying strengths and weaknesses. Cash flow analysis assesses the company's ability to generate and manage cash. A comparative analysis compares the company's performance to industry benchmarks or competitors. The qualitative analysis considers non-financial factors for a more holistic understanding. Utilizing both sorts of analysis at once allows for a thorough assessment of a company's financial standing.

What is a financial analysis example?

In a financial analysis example, an analyst may assess a company's profitability by calculating the gross profit margin, the ratio of gross profit to sales. It helps evaluate the profitability of its core operations. Another example is analyzing liquidity by calculating the current ratio, which assesses the company's ability to fulfill short-term obligations by comparing current assets to current liabilities.

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