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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] ​

Image 48

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

Image 50

Executive summary

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

of the data that this presentation is going

Image 51

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.

Image 52

Financial results

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

Gross Profit Margin

Net Profit Margin

Working Capital

Current Ratio

Quick Ratio

Leverage

Debt-to-Equity Ratio

Image 53

Financial analysis

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

Growth Ratios

2016

2015

Activity Ratios

2016

2015

Sales Growth

25.0%

5.8%

Receivable Turnover

2.2

2.1

Income Growth

24.6%

-1.1%

Inventory Turnover

1.4

1.9

Asset Growth

24.6%

-1.1%

Fixed Asset Turnover

0.6

0.7

Profitability Ratios

2016

2015

Liquidity Ratios

2016

2015

Profit Margin

46.6%

46.8%

Current Ratio

3.44

3.26

Return on Assets

46.6%

46.8%

Quick Ratio

2.31

2.47

Return on Equility

62.1%

81.8%

Solvency Ratios

2016

2015

Dividened Payout Ratio

5.3%

6.7%

Debt to Total Assets

0.28

0.42

Price Earnings Ratio

31.4%

27.4%

Image 54

Revenue and profit

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

Image 55

Your revenue

Your profit

Image 67

Revenue over time

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

Image 45

Revenue over customer segments

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

Image 57

Segments

Revenue

Revenue by key products

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

Key Product

Revenue

Image 58

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.

Image 59

Revenue analysis

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

Image 60

Period

Revenue Achieved

Revenue Planned

Goal Success, %

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

Assets

Amount

Liabilities and owners equity

Amount

Current Assets

Current Liabilities

Cash

100

Accounts Payable

300

Account Receivable

120

Accrued Expenses

200

Inventory

130

Short-Term Debt

100

Sundry Debtors

250

Total Current Liabilities

600

Total Current Assets

250

Long-Term Liabilities

Image 61

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

Image 62

Cash Outflow

Expense

Current Period

$ 70 000

Year 1

$ 10 000

Year 2

10 000

Year 3

10 000

Year 4

10 000

Year 5

10 000

Year 6

10 000

Year 7

10 000

P&L (Profit and Loss)

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

Image 63

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

Image 64

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.

Image 65

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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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BeMind Minimal Template

Animated PPT Templates

Animated PPT Templates

Fully animated.

Explore PowerPoint Templates

Investor – Financial Consulting PowerPoint Template

Investor - Financial Consulting PowerPoint Template

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

Financial Pitch – PowerPoint Presentation Template

Financial Pitch - Powerpoint Presentation Template

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

Financy – Financial PowerPoint Template

Financy - Financial PowerPoint Template

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

Investment & Financial Consulting PowerPoint Template

Investment & Financial Consulting PowerPoint Template

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

Dashi – Financial Dashboard PowerPoint Template

Dashi - Financial Dashboard PowerPoint template

If you want to create financial dashboard slides to showcase data and statistics in visual form, this template will come in handy. Dashi is a PowerPoint template that features a collection of financial dashboard layouts. Each slide in the template has fully customizable charts and graphs for showcasing data with attractive designs.

Sales Planning – Free Finance PowerPoint Template

Sales Planning Process - Free Finance PowerPoint Template

This is a free PowerPoint template you can use to create presentations related to the sales planning process. It gives you 35 different slides to choose from to create powerful and effective presentations. It also features charts, graphs, and infographics as well.

Financo – Financial Technology PowerPoint Template

Financo - Financial Technology Powerpoint Template

Financo is a modern PowerPoint template you can use to craft presentations related to finance and technology. It comes with 25 different slides with colorful and highly visual designs. You can easily edit them to change colors, fonts, and images too.

Finance Company PowerPoint Template

Finance Company PowerPoint Template

This PowerPoint template is made for financial companies. It has 20 unique slides you can use to make various types of presentations for financial reports and monthly meetings. The template has master slides and image placeholders as well.

Fintech Finance PowerPoint Template

Fintech Finance PowerPoint Template

You can use this PowerPoint template to design presentations for fintech startups and businesses. There are 40 different slides in this template that come in both light and dark color themes. They include editable graphics and changeable colors.

Coins – Finance PowerPoint Template

Coins - Finance Powerpoint Template

This PowerPoint template includes a set of professional slides that are ideal for making corporate finance presentations. It has 30 different slides that have modern and simple designs. The slides are available in 3 different color themes and in light and dark versions.

Financial Meeting Free PowerPoint Template

Financial Meeting Free PowerPoint Template

This is a free PowerPoint template you can use to create attractive presentations for your financial meetings. There are 20 slides included in this template and it comes in Google Slides format too.

Fintech – Payment Finance PowerPoint Template

Fintech - Payment Finance PowerPoint Template

Just as the title suggests, this PowerPoint template is made with fintech startups and businesses in mind. It has a modern and attractive design you can leverage to create attention-grabbing slideshows to talk about finance tech topics.

Investment – Finance PowerPoint Template

Investment - Finance PowerPoint Template

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

PerfectPitch – Investor Pitch Deck Powerpoint Template

PerfectPitch – Investor Pitch Deck Powerpoint Template

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

Finova – Financial & Business PowerPoint Template

Finova - Financial & Business Powerpoint Template

A bold and professional PowerPoint template for creating business and finance presentations. This template comes with more than 27 unique slides with master slides, free icons, and editable graphics.

Tax Agency – Free Finance PowerPoint Template

Tax Agency - Free Finance PowerPoint Template

Download this PowerPoint template for free to create slideshows for all kinds of tax-related presentations. It includes 21 different slides with colorful designs and an icon pack with 500 icons.

Financial & Data Consulting Free PowerPoint Template

Financial & Data Consulting Free PowerPoint Template

This PowerPoint template includes a complete toolkit for creating presentations for financial consulting firms. In addition to its unique style of slide design, this template comes with a total of 51 slides full of editable graphics and icons.

Finance Pitch Deck PowerPoint Template

Finance Pitch Deck PowerPoint Template

Another minimal and clean PowerPoint template for designing effective pitch presentations. This template is ideal for presenting your ideas and financial plans in an attractive way. You can choose from 30 different slide layouts to create various types of financial pitch presentations.

Finzo – Finance PowerPoint Presentation

Finzo - Financial PowerPoint Presentation

Finzo is a PowerPoint template for making company profiles and portfolio presentations. And it’s specially designed for finance-related businesses. The template has 30 slides with fully customizable layouts, editable graphics, image placeholders, as well as master slide layouts.

Alaza – Financial PowerPoint Templates

Alaza - Financial Powerpoint Templates

This PowerPoint template comes with a creative layout that allows you to make presentations for financial consulting firms and agencies. It includes a total of 40 slide designs with editable colors, vector icons, device mockups, master slides, and vector graphics. You can also change the images and fonts to your preference as well.

Apollo – Modern Finance PowerPoint Template

Apollo - Modern Finance Powerpoint Template

Apollo is another colorful finance PowerPoint template that comes with slides full of gradient colors. The creative and colorful design of these slides will surely help make your presentations stand out from the crowd. It includes 40 slides with fully customizable layouts as well as editable graphics, image placeholders, and more.

Profit & Loss – Finance PowerPoint Infographics Slides

Profit and Loss - Finance PowerPoint Infographics Slides

This slides template pack is a must-have for showcasing your data in visual form. It includes 33 different infographic slides you can use to create charts and graphs for presenting statistics on profits and losses. Each slide is available in 12 different color schemes and you can also change colors and text with just a few clicks.

Microfinance – Free Financial PowerPoint Template

Microfinance - Free Financial PowerPoint Template

Just as the name suggests, this free PowerPoint template is designed with microfinance presentations in mind. It includes 12 different slide layouts that you can easily customize to create your own beautiful presentations.

Finance & Investment – Free PowerPoint Template

Finance & Investment - Free PowerPoint Template

With 25 different slides to choose from, this free PowerPoint template includes everything you need to design an effective presentation for your financial meetings and events. Each slide can be easily customized to your preference as well.

Financial Report PowerPoint Presentation Template

Financial Report Powerpoint Presentation Template

Creating financial reports usually involves lots of diagrams, pie charts, and timelines. The good news is this PowerPoint template has them all and more for creating effective financial report presentations. It includes a total of 130 slide designs that are available in 50 different XML color themes, as well as light and dark designs.

Finanza – Finance PowerPoint Template

Finanza - Finance PowerPoint Template

This PowerPoint template is perfect for making company profile presentations for showcasing your financial consultancy firms, agencies, and businesses. It lets you choose from 45 different slide layouts that include changeable colors, editable vector graphics, image placeholders, and more.

Fund Investing Finance PowerPoint Template

Fund Investing Finance PowerPoint Template

If you’re working on a PowerPoint slideshow to present the financial data related to investing or funding rounds, this template is made just for you. It features lots of highly visual and colorful slides for showcasing stats and data in creative ways. There are 65 different slide designs included in this template.

FINCASH – Finance & Consulting PowerPoint Template

FINCASH - Finance & Consulting Powerpoint Template

Fincash is a PowerPoint template made with modern finance consulting firms in mind. It features a set of beautiful slide layouts with professional layouts. There are lots of charts, graphs, and infographics for visualizing data. You can also choose from more than 60 different slides to create unique presentations.

Finance Infographics PowerPoint Template

Finance Infographics Powerpoint Template

Looking for clean and professional infographic templates for showcasing your data in visual form? Then be sure to download this PowerPoint template. It comes with a total of 60 infographic slides with charts and timelines for presenting your data in different ways. Each slide is available in light and dark color themes and they can be easily customized to your preference.

Investment Business Free Financial PowerPoint Template

Investment Business Plan Free Financial PowerPoint Template

This free PowerPoint template uses a simple and minimal design for making financial and investment presentations. It includes 30 unique slides with minimal colors. You can also edit the slides to change colors and images as well.

Free Finance Infographics PowerPoint Templates

Free Finance Infographics PowerPoint Templates

This PowerPoint template includes a collection of creative and colorful infographic slides for presenting different types of data and statistics. There are 30 different slides included in this free template. And it’s also available in Google Slides format.

Banc – Business & Financial PowerPoint Template

Banc - Business & Financial Powerpoint Template

Banc is a professional PowerPoint template designed for making all kinds of business and financial presentations. It comes with 30 different slide layouts that include company profile slides, team management slides, charts, graphs, and more.

Financie – Finance PowerPoint Presentation Template

Financie - Finance PowerPoint Presentation Template

With this PowerPoint template, you can create modern slide decks for delivering powerful presentations. It’s especially suitable for creating presentations related to the latest trends in finance, cryptocurrency, trading, and more. The template has a total of 150 slides, featuring 30 slides in 5 different color schemes.

Annual Report – Business & Finance PowerPoint Template

Annual Report – Business & Finance PowerPoint Template

This PowerPoint template is great for making various annual report presentations, including financial reports. It features a total of 34 unique slides with fully editable designs. You can also include pyramid charts, graphs, timelines, and more in your presentations with pre-made slides in the template.

Financial Planning & Investment PowerPoint Template

Financial planning & Investment PowerPoint Template

You can use this PowerPoint template to create more sophisticated presentations for financial planning and investment management meetings. It includes 10 carefully crafted slides that are useful in presenting your data and ideas.

For more professional templates, you can check out our best business PowerPoint templates collection.

Just Free Slide

  • PowerPoint Templates

13 Best Financial Report PowerPoint Templates

Looking for the best financial report PowerPoint templates to take your slides to the next level?

Too much data and graphs can make your financial report presentation hard to understand. The good news is that there are plenty of ppt templates to create a professional financial report slide for your company.

In this article, we will share some of the best financial report PowerPoint templates for your business.

Best Financial Report PowerPoint Templates

Business report powerpoint presentation template.

Financial Report PowerPoint Template

If you are looking for a clean PowerPoint template for your presentation. This black and white template you must not miss. It is designed for those who wants to give shareholders and other interested people information about their company’s activities and financial performance, and includes 30 minimal and clean PowerPoint slides.

dashi – Financial Dashboard PowerPoint template

Financial Report PowerPoint Template

Dashi Financial PowerPoint template gives you a new way to present your financial data. With the help of organized data, charts and tables, your audience can digest your data easily.

Finplan – Financial Planner Powerpoint Template

Financial Report PowerPoint Template

Finplan is a clean and minimal PowerPoint template for financial. It includes 30+ unique slides to help you create a financial plan presentation. Be sure to check out all three color themes to find one that fits.

Financial Tables Templates for PowerPoint

Financial Report PowerPoint Template

This financial PowerPoint template consists of 50 unique table slides to help you present your financial data. Light dark version and 25 preset color themes give you many choices to suit the theme of your presentation.

Free Personal Financial Planning PowerPoint Template

Free Personal Financial Planning PowerPoint Template

This free finance ppt template has been designed to give presentations about personal financial planning. This PPTX template offers 22 slides in 16:9 widescreen layout, making customization easy.

Kely – Financial KPI Powerpoint Template

Kely - Financial KPI Powerpoint Template

If you don’t know how to present financial data in powerpoint, you should try the Kely PPT template. This template offers 30 financial kpi slides that can be customized to suit your project. You can also use it as a tool kit for your own financial report presentation.

Free Finance Infographics PowerPoint Template

Free Finance Infographics PowerPoint Template

Infographic can make complex data understandable and clarify ideas. This free ppt template offers 30 finance-specific slides, including 3d graphics, radial chart, pie charts, hexagons, and more.

Purple Financial Report Presentation Template

Financial Report Presentation Template

This PowerPoint template is made for those companies who offer financial report service. It has over 30 unique slides you can use to make financial business overview presentations.

Modern Financial Report PowerPoint Presentation

Financial Report PowerPoint Presentation

Financial Report PowerPoint Presentation template is a comprehensive tool for presenting financial data and insights. With 30 polished slides, this template covers various aspects of financial reporting, from income statements to key performance indicators. This template is designed for readability and visual appeal, with editable charts, graphs, and tables.

Financial KPI Dashboard PowerPoint Template

Financial KPI Dashboard PowerPoint Template

Another dashboard PowerPoint template for financial purpose. This template offer 20 unique slides with resizable and editable charts, indicators, tables, and graphics.

Annual Report PowerPoint Template

Annual Report PowerPoint Template

This PPT template is great for making annual report presentations, including financial reports. It offers a total of 39 unique slides in 4:3 and 16:9 aspect ratios. It also features a Master Slides editable layout and 90 pre-designed color schemes.

Financial Plan and Investment Report PowerPoint Template

Financial Plan and Investment Report PowerPoint Template

This PowerPoint template has been tailor-made for financial planning and investment report meetings. It includes specialized slide templates for financial planning and investment, such as investment strategy, performance metrics, financial table, financial projections, risk assessment, and more.

Financial Report Infographic PowerPoint Template

Financial Report Infographic PowerPoint Template

Financial reports often use infographics to communicate complex data effectively. This PowerPoint template contains 30 specially designed finance slides. It is available in both PPT and PPTX formats.

Thank you for visiting Just Free Slide and reading this article! We hope this article helped you find the best financial PowerPoint templates for your company. You may also want to see our  free presentation templates for PowerPoint and Google Slides .

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FPPT

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.

Business financial report PowerPoint template

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.

Agenda template for PowerPoint

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.

Income charts for PowerPoint

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

Stock performance chart in PowerPoint

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.

Change theme of financial report template

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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sample financial report powerpoint presentation

Financial Report PowerPoint Template

Organize your financial report into an illustrative PowerPoint presentation.

Quantity of slides108
Price / Slide0,73 €
Format of slides16:9
LanguagesDE + EN

Instant Download:

  • 100% Editable Powerpoint Slides / Graphics
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  • Template (16:9)

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

  • use a detailed template to create a financial report presentation
  • visualize figures from the fiscal year
  • take advantage of many different design possibilities
  • portrait and text combinations
  • data-driven diagrams and graphs
  • financial icons
  • maps with location symbols
  • slides to outline business activities
  • flat design graphics

Financial Report

Strategic Sourcing

Business model sketches, smart goals, customer satisfaction & customer loyalty, corporate services.

We’ll optimize your existing PowerPoint presentation and create slides in your corporate design.

New PowerPoint Templates

We are continually bringing you new PowerPoint templates on current business topics and in modern designs.

SlideUpLift

10 Best Financial Presentation Examples For PowerPoint

Presenting large data in a concise format in a 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 the best financial presentation examples for PowerPoint. 

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 financial presentations ideas, 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 financial presentation examples. 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 Financial 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.

Importance Of Finance 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 financial PowerPoint presentation examples:

  • Decision-Making: Good financial presentation examples 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 strategic 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 business, project management, or marketing meetings.

How Do You Write A Financial Presentation?

The process of creating an impeccable financial presentation can be divided into three simple steps:

  • Target Your Audience: Tailor your content to their financial literacy. Use plain English for a general audience and leverage industry jargon for sophisticated investors.
  • Craft Your Narrative: Financial data paints a picture. Identify key performance indicators (KPIs), areas of strength and weakness, and use them to build a compelling story.
  • Structure Your Presentation: Create a clear flow, typically including:
  • Introduction: Briefly introduce yourself, the company/project, and the presentation’s objectives.
  • Context: Provide financial background relevant to the analysis.
  • Analysis: Present your financial metrics using clear visuals like charts and graphs. Explain trends, highlight variances, and pinpoint crucial insights.
  • Recommendations/Conclusion: Offer actionable strategies based on your analysis. Conclude with a strong emphasis on the takeaway for the audience.

Now that you know the basics of presenting financial information, let’s take a look at 10 of our best financial PowerPoint presentation examples that could help you out.

10 Best Financial Presentation Examples

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 as they use creative ways to present financial data in an easy-to-understand manner. We are going to look at these templates individually so you can make an informed decision.

1. Financial Results PowerPoint Template

Financial Results PowerPoint Templat

  • 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.

2. Balanced Scorecard KPI PowerPoint Template

Balanced Scorecard KPI PowerPoint Template

  • 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.

3. Financial Summary PowerPoint Template

Financial Summary PowerPoint Template

  • 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.

4. Financial Ratios PowerPoint Template

Financial Ratios PowerPoint Template

  • 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.

5. Balanced Scorecard Strategy Map PowerPoint Template

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.

6. Pricing Table Infographics PowerPoint Template

  • 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, and business professionals in retail, e-commerce, and consumer business.

7. Cash Position Waterfall Graph PowerPoint Template

Cash Position Waterfall Graph 1 PowerPoint Template

  • 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 financial presentation examples, especially when it comes to discussing strategies based on cash position trends.

8. Financial Cycle Management PowerPoint Template

Financial Cycle Management PowerPoint Template

  • The 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.

9. Asset Financial Analysis PowerPoint Template

Asset Financial Analysis 1 PowerPoint Template

  • This 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.

10. Financial Charts And Graphs Isometric PowerPoint Template

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, and results and displaying budget and resource allocations, making it one of the best financial PowerPoint presentation examples.

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.

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 the help of your slides to convey difficult information. 
  • Make use of animations, icons, shapes, graphics, etc. to make your slides visually pleasing.

Why You Should Get Financial Presentations Professionally Made

Landing an investment, securing a loan, or gaining stakeholder approval often hinges on the clarity and persuasiveness of your financial presentations. But crafting them from scratch can devour valuable time better spent on analysis and strategy. SlideUpLift offers a powerful solution with a comprehensive library of pre-designed PowerPoint templates .

These premium and free presentation templates go beyond aesthetics. Each one features professional layouts specifically designed to showcase financial data with maximum impact. Charts, graphs, and tables are optimized for clarity, allowing you to present complex metrics with ease.  This saves you hours wrestling with design software and lets you focus on what truly matters: tailoring your content to tell a compelling financial story that resonates with your audience. 

SlideUpLift empowers you to elevate your presentations further with key benefits like 100% editable templates, an AI Editor for easy color and text customization to match your brand, and even a presentation service to modify templates according to your specific financial data and goals. With SlideUpLift, you can create presentations that impress and achieve your financial goals.

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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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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Financial report PowerPoint Presentation Templates and Google Slides

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Example Presentation Of Financial Reports Ppt PowerPoint Presentation Complete Deck With Slides

This is a example presentation of financial reports ppt powerpoint presentation complete deck with slides. This is a one stage process. The stages in this process are business, marketing, management, communication, finance.

Financial Report Of An IT Firm Ppt PowerPoint Presentation Complete Deck With Slides

Financial Report Of An IT Firm Ppt PowerPoint Presentation Complete Deck With Slides

This complete deck acts as a great communication tool. It helps you in conveying your business message with personalized sets of graphics, icons etc. Comprising a set of fivety five slides, this complete deck can help you persuade your audience. It also induces strategic thinking as it has been thoroughly researched and put together by our experts. Not only is it easily downloadable but also editable. The color, graphics, theme any component can be altered to fit your individual needs. So grab it now.

Corporate Execution And Financial Liability Report Ppt PowerPoint Presentation Complete Deck With Slides

Corporate Execution And Financial Liability Report Ppt PowerPoint Presentation Complete Deck With Slides

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Financial Evaluation Report For Construction Project Ppt PowerPoint Presentation Complete Deck With Slides

Financial Evaluation Report For Construction Project Ppt PowerPoint Presentation Complete Deck With Slides

This Financial Evaluation Report For Construction Project Ppt PowerPoint Presentation Complete Deck With Slides is designed to help you retain your audiences attention. This content-ready PowerPoint Template enables you to take your audience on a journey and share information in a way that is easier to recall. It helps you highlight the crucial parts of your work so that the audience does not get saddled with information download. This fourty three slide PPT Deck comes prepared with the graphs and charts you could need to showcase your information through visuals. You only need to enter your own data in them. Download this editable PowerPoint Theme and walk into that meeting with confidence.

Internal Control Financial Reporting Sample One Pager Documents

Internal Control Financial Reporting Sample One Pager Documents

Looking for a predesigned Internal Control Financial Reporting Sample One Pager Documents. Here is the perfect piece for you It has everything that a well-structured Annual Report PowerPoint Deck should have. Besides, it is 100 percent editable, which offers you the cushion to make adjustments according to your preferences. Grab this Internal Control Financial Reporting Sample One Pager Documents A4 One-pager now.

Engineering Company Financial Analysis Report Ppt PowerPoint Presentation Complete Deck With Slides

Engineering Company Financial Analysis Report Ppt PowerPoint Presentation Complete Deck With Slides

Incorporate this Engineering Company Financial Analysis Report Ppt PowerPoint Presentation Complete Deck With Slides to make your business idea and proposal stand out. This will also ensure that your proposal, in twenty one slides of this complete deck, is well-organized and professional. You can also add variables like market opportunity, value proposition, innovative solutions, and more for any business concern or issue that you might be facing. Download this design now The 100 precent customizable nature of the template adds to the beauty of the entire concept of the off-the-shelf presentation concept that we have mastered.

Example Yearly Report For Financial Institution One Pager Documents

Example Yearly Report For Financial Institution One Pager Documents

Here is a predesigned Example Yearly Report For Financial Institution One Pager Documents for you. Built on extensive research and analysis, this one-complete deck has all the centerpieces of your specific requirements. This temple exudes brilliance and professionalism. Being completely editable, you can make changes to suit your purpose. Get this Example Yearly Report For Financial Institution One Pager Documents A4 One-pager now.

Financial Performance Report Of Software Firm Ppt PowerPoint Presentation Complete Deck With Slides

Financial Performance Report Of Software Firm Ppt PowerPoint Presentation Complete Deck With Slides

Take advantage of this well-researched and professionally-designed Financial Performance Report Of Software Firm Ppt PowerPoint Presentation Complete Deck With Slides to ace your next business meeting. Use this PPT complete deck to impress the management with your ideas for business growth and revenue increase. Use the nineteen slide Template Bundle to leave no stone unturned as you present each step of your process. Employ the visual tools within the slides such as graphs, charts, and tables to ensure that the audience can never look away from the presentation. With attractive visuals, easy to understand structure, and your knowledge, your presentation will have the attention it deserves. Download this PPT Template from the link below.

Logistics Transport Company Financial Report Ppt PowerPoint Presentation Complete Deck With Slides

Logistics Transport Company Financial Report Ppt PowerPoint Presentation Complete Deck With Slides

This Logistics Transport Company Financial Report Ppt PowerPoint Presentation Complete Deck With Slides is designed to help you retain your audiences attention. This content-ready PowerPoint Template enables you to take your audience on a journey and share information in a way that is easier to recall. It helps you highlight the crucial parts of your work so that the audience does not get saddled with information download. This eighteen slide PPT Deck comes prepared with the graphs and charts you could need to showcase your information through visuals. You only need to enter your own data in them. Download this editable PowerPoint Theme and walk into that meeting with confidence.

Financial Performance Report Ppt PowerPoint Presentation Complete Deck With Slides

Financial Performance Report Ppt PowerPoint Presentation Complete Deck With Slides

Improve your presentation delivery using this Financial Performance Report Ppt PowerPoint Presentation Complete Deck With Slides. Support your business vision and objectives using this well-structured PPT deck. This template offers a great starting point for delivering beautifully designed presentations on the topic of your choice. Comprising fourteen this professionally designed template is all you need to host discussion and meetings with collaborators. Each slide is self-explanatory and equipped with high-quality graphics that can be adjusted to your needs. Therefore, you will face no difficulty in portraying your desired content using this PPT slideshow. This PowerPoint slideshow contains every important element that you need for a great pitch. It is not only editable but also available for immediate download and utilization. The color, font size, background, shapes everything can be modified to create your unique presentation layout. Therefore, download it now.

Financial Summary Report Ppt PowerPoint Presentation Complete Deck With Slides

Financial Summary Report Ppt PowerPoint Presentation Complete Deck With Slides

Improve your presentation delivery using this Financial Summary Report Ppt PowerPoint Presentation Complete Deck With Slides. Support your business vision and objectives using this well-structured PPT deck. This template offers a great starting point for delivering beautifully designed presentations on the topic of your choice. Comprising thirteen slides this professionally designed template is all you need to host discussion and meetings with collaborators. Each slide is self-explanatory and equipped with high-quality graphics that can be adjusted to your needs. Therefore, you will face no difficulty in portraying your desired content using this PPT slideshow. This PowerPoint slideshow contains every important element that you need for a great pitch. It is not only editable but also available for immediate download and utilization. The color, font size, background, shapes everything can be modified to create your unique presentation layout. Therefore, download it now.

Summary Report Financial Analysis Ppt PowerPoint Presentation Complete Deck

Summary Report Financial Analysis Ppt PowerPoint Presentation Complete Deck

If designing a presentation takes a lot of your time and resources and you are looking for a better alternative, then this summary report financial analysis ppt powerpoint presentation complete deck is the right fit for you. This is a prefabricated set that can help you deliver a great presentation on the topic. All the twelve slides included in this sample template can be used to present a birds-eye view of the topic. These slides are also fully editable, giving you enough freedom to add specific details to make this layout more suited to your business setting. Apart from the content, all other elements like color, design, theme are also replaceable and editable. This helps in designing a variety of presentations with a single layout. Not only this, you can use this PPT design in formats like PDF, PNG, and JPG once downloaded. Therefore, without any further ado, download and utilize this sample presentation as per your liking.

Process Of Financial Reporting Ppt Design Templates

Process Of Financial Reporting Ppt Design Templates

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Financial Reporting Dimension Powerpoint Slide Introduction

Financial Reporting Dimension Powerpoint Slide Introduction

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Company Financial Report Template Presentation Slides

Company Financial Report Template Presentation Slides

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Financial Service Industry Report Template Sample Of Ppt Presentation

Financial Service Industry Report Template Sample Of Ppt Presentation

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Financial Services Reports Example Sample Ppt Files

Financial Services Reports Example Sample Ppt Files

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Financial Analysis Reporting Ppt Templates

Financial Analysis Reporting Ppt Templates

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Financial Risk Management Report Powerpoint Slide Inspiration

Financial Risk Management Report Powerpoint Slide Inspiration

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Financial Analysis Report Sample Template Powerpoint Slides

Financial Analysis Report Sample Template Powerpoint Slides

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Business Intelligence Financial Reporting Ppt PowerPoint Presentation Layouts Model

Business Intelligence Financial Reporting Ppt PowerPoint Presentation Layouts Model

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Financial Report Example Ppt PowerPoint Presentation Professional Styles Cpb

Financial Report Example Ppt PowerPoint Presentation Professional Styles Cpb

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Financial Report To Analyse Sales And Revenue Ppt PowerPoint Presentation Infographics Samples

Financial Report To Analyse Sales And Revenue Ppt PowerPoint Presentation Infographics Samples

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Financial Report With Sales Revenue And Income Ppt PowerPoint Presentation Gallery Brochure

Financial Report With Sales Revenue And Income Ppt PowerPoint Presentation Gallery Brochure

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Company Financial Analysis Report Ppt PowerPoint Presentation Styles Diagrams

Company Financial Analysis Report Ppt PowerPoint Presentation Styles Diagrams

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Healthcare Financial Report Ppt PowerPoint Presentation Template

Healthcare Financial Report Ppt PowerPoint Presentation Template

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Healthcare Financial Report Ppt PowerPoint Presentation Infographics Good

Healthcare Financial Report Ppt PowerPoint Presentation Infographics Good

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Healthcare Financial Report Ppt PowerPoint Presentation Portfolio Slide Download

Healthcare Financial Report Ppt PowerPoint Presentation Portfolio Slide Download

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Healthcare Financial Report Ppt PowerPoint Presentation Model Format Ideas

Healthcare Financial Report Ppt PowerPoint Presentation Model Format Ideas

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Healthcare Financial Report Ppt PowerPoint Presentation Inspiration Samples

Healthcare Financial Report Ppt PowerPoint Presentation Inspiration Samples

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Quarterly Sales Growth Chart For Financial Report Ppt PowerPoint Presentation Ideas Infographics

Quarterly Sales Growth Chart For Financial Report Ppt PowerPoint Presentation Ideas Infographics

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Product Marketing Report Integral Brand Strategy Business Financial Ppt PowerPoint Presentation Inspiration Backgrounds

Product Marketing Report Integral Brand Strategy Business Financial Ppt PowerPoint Presentation Inspiration Backgrounds

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Financial Reports Ppt PowerPoint Presentation Slides Graphics Download Cpb

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Financial Reports Examples Time Management Principles Banner Marketing Ppt PowerPoint Presentation Portfolio Display

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Reporting Financial Statements Ppt PowerPoint Presentation Infographic Template Layout Ideas Cpb

Reporting Financial Statements Ppt PowerPoint Presentation Infographic Template Layout Ideas Cpb

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Financial Report Format Ppt PowerPoint Presentation File Elements Cpb

Financial Report Format Ppt PowerPoint Presentation File Elements Cpb

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Financial Performance Reporting Ppt PowerPoint Presentation Pictures Format Cpb

Financial Performance Reporting Ppt PowerPoint Presentation Pictures Format Cpb

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Financial Reporting Review Panel Ppt Powerpoint Presentation Slides Good Cpb

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Financial Statement Reporting Ppt PowerPoint Presentation Pictures Themes Cpb

Financial Statement Reporting Ppt PowerPoint Presentation Pictures Themes Cpb

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Financial Statements Reporting Ppt Powerpoint Presentation Summary Elements Cpb

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Functional Communication Skills Employee Training Evaluation Financial Reporting Ppt PowerPoint Presentation Pictures Slide Portrait

Functional Communication Skills Employee Training Evaluation Financial Reporting Ppt PowerPoint Presentation Pictures Slide Portrait

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Budget And Financial Report Vector Ppt Powerpoint Presentation Summary Show

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Examples Financial Reports Ppt PowerPoint Presentation Infographic Template Vector

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Accounting And Financial Report With Transaction Details Ppt PowerPoint Presentation File Visuals

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Financial Report With Adjusted Trial Balance Ppt PowerPoint Presentation Summary Graphic Tips

Financial Report With Adjusted Trial Balance Ppt PowerPoint Presentation Summary Graphic Tips

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Quarterly Financial Report With Expenses And Gross Profit Ppt PowerPoint Presentation Ideas Icons

Quarterly Financial Report With Expenses And Gross Profit Ppt PowerPoint Presentation Ideas Icons

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Financial Report Vector Icon Ppt PowerPoint Presentation Slides Topics

Financial Report Vector Icon Ppt PowerPoint Presentation Slides Topics

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Financial Analysis Asset Allocation Report Ppt PowerPoint Presentation Slides Objects

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Financial Statements Reports Ppt PowerPoint Presentation Ideas Gallery Cpb

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Annual Financial Report Ppt PowerPoint Presentation Model Templates

Annual Financial Report Ppt PowerPoint Presentation Model Templates

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Financial Report Annual Interest Plan Ppt PowerPoint Presentation Portfolio Graphics Pictures

Financial Report Annual Interest Plan Ppt PowerPoint Presentation Portfolio Graphics Pictures

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Financial Report For Loan Repayment Ppt PowerPoint Presentation Ideas Styles

Financial Report For Loan Repayment Ppt PowerPoint Presentation Ideas Styles

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Financial Report Loan Amortization Schedule Ppt PowerPoint Presentation Show Master Slide

Financial Report Loan Amortization Schedule Ppt PowerPoint Presentation Show Master Slide

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Financial Report Of Bank Loans Ppt PowerPoint Presentation Pictures Aids

Financial Report Of Bank Loans Ppt PowerPoint Presentation Pictures Aids

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Financial Report and Performance Indicators Presentation (PPT Template)

Usage example

Description, how to edit.

Financial reports may be difficult to understand by non-financial audiences. Create an engaging financial presentation of your organization's business performance with a professional PowerPoint template. You can reuse our data charts and tailor them to your needs to upgrade your presentation slides. The charts are data-driven Excel objects, so it is very easy to change the data values. Talk about financial performance topics including income statements , balance sheets , or cash flow in an eye-catching and attractive format. Use this template with pre-designed, content-ready slides, and modify them to your needs. Leave the design elements to the professionals and enjoy saving time with your presentations.

Financial Report PowerPoint Template contains slides with financial topics and KPIs:

  • 30 infographics slide templates to illustrate Financial Summary Overview, Balance Sheets with Assets and Liabilities, Income statement, Profit and Loss reports, Revenue and Profit snapshot, Cash Flow Statement, Financial Ratios, Key Growth Drivers, Breakdown of Operational Expenses.
  • 83 original financial icons to express various financial concepts like P&L Income Statement, Personnel Expenses, COGS, Gross Margin, OPEX, Operational Costs, Net Revenue, EBITDA, EBT, Balance Sheet Assets, Financial Ratios, and more.
  • Instructions to customize the diagrams using standard PowerPoint editing tools.
  • To ensure a professional look, the presentation is designed in an elegant outline graphics style.

Format: Fully editable vector shapes and fonts. (You can recolor infographics, diagrams, and icons. It is also possible to resize elements without quality loss).

Authors of this Financial Report and Performance Indicators presentation template

  • Content advisory by Katarzyna Podlejska, Senior Consultant Contact: Katarzyna’s LinkedIn profile
  • Design by infoDiagram designer. Contact: here

What is a Financial Report Template or a Financial Statement Template?

A financial report (also known as a financial statement or finance report ) is a management tool used to communicate key financial information to both internal and external stakeholders by covering every aspect of financial affairs with the help of specific KPIs. Financial statements are often audited by government agencies, accountants, firms, etc. to ensure accuracy and for tax, financing, or investing purposes. Financial statements include profit & loss accounts, balance sheets, and cash flow statements. Relevant indicators are usually inspected during annual financial reports to understand the financial position of the company or investigate financial KPI values like net income. In this context, the financial report template is an easy-to-edit presentation template for your weekly financial reports, monthly reports, or annual reports to present core financial activities.

Why use this visual way to present financial performance metrics and indicators?

Financial reports full of data and analysis are typically difficult to digest by non-financial audiences. If you want to disclose your quarterly or annual numbers simply and understandably to your key stakeholders use our templates that will help you to present them in an eye-catching and attractive format.

You can reuse our graphs and charts and tailor them to your needs to upgrade your presentation slides. The majority of our charts are Data-Driven Excel Charts, so it is very easy to change the presented values. We also include detailed instructions on how to alter the content, values, colors, and look and feel of the charts.

The template is easy to edit. So, after you buy this template, you can immediately download and change the data according to your needs. You can edit your presentation using Microsoft PowerPoint, Google Slides, or other presentation software. Copy and paste the contents using shortcuts or dragging the PowerPoint template to adapt it to your presentation topic. The slides and visuals are professionally designed and the content is very easy to customize. If you have creative ideas and want a unique look, play around with the elements and make the design your own with a personal touch!

Where to Use The Financial Report Visuals?

Using infographics in your presentation will help you organize information. Your numbers and comparisons will be compelling, and easy to understand. The PPT template comes with a multitude of use cases. You can use this financial report template as an income statement template, a simple balance sheet template, an annual financial report template, or as a guideline for financial health to brief your team.

  • Elegantly present your analysis assumptions on the same page.
  • Design a financial summary overview with easy-to-track key metrics.
  • Create revenue and profit snapshots using the gauge, line, and column charts.
  • Illustrate sales distribution by months, categories, and markets.
  • Describe your revenue key growth drivers.
  • Show your net sales split by quarters. Explain the key takeaways in a comment box.
  • Present your profit and loss statement including quarterly revenue, COGS, GM, OPEX, EBITDA, EBIT, and PBT data.
  • List key factors influencing your gross margin by each quarter.
  • Visualize the breakdown of your operational expenses influencing key observations.
  • Show the OPEX share in your net sales spicing up the column chart by matching icons.
  • Describe your main profit drivers - factors impacting your bottom line.
  • Present your balance sheet including assets, liabilities, and equity details.
  • Compare your assets, liabilities, and equity versus last year indicating the most important changes.
  • Design clean cash flow statements.
  • Analyze your cash flow with cash inflows and outflows from operating, investing, and financing activities.
  • Visualize cash flow margin, showing cash from operations as sales percentage.
  • Present your financial metrics and indicators including growth, profitability, liquidity, solvency, and capital market ratios.
  • Use our financial icons dictionary to show any other required financial performance metrics.

Try using those PowerPoint illustrations to present your content visually in an elegant way.

All graphics are editable, so you can modify the colors and text. We also added a general icon collection at the end of the presentation deck. Optionally you can also extend the collection by more PPT symbols (see Related Diagrams section).

  • change the color of all shapes filling and their outline, including icons
  • adding shadows
  • changing shape and size, rotating, flipping the object
  • putting shapes behind or on top of text

Check out our Quick Guide to fully utilize your Financial Report Template .

Further resources

Check out our blog and YouTube video:

  • Blog with examples 10 Slide Ideas for Financial Report Presentation
  • YouTube video How to Show Annual Report in PowerPoint

Slides included in this PowerPoint Presentation:

How to edit text & colors.

sample financial report powerpoint presentation

How to expand / shorten diagram

sample financial report powerpoint presentation

How to Replace Icons in infoDiagram PPT

sample financial report powerpoint presentation

Financial Report and Performance Indicators Presentation (PPT Template)

Blog – Creative Presentations Ideas

September special: Business Transformation PPT Templates

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8 PowerPoint Templates for Informative & Powerful Financial Presentations

Peter

  • October 7, 2022
  • Financial , PowerPoint templates for download

Financial presentations usually contain dense series of numeric information, that makes it hard for the audience to stay focused. The way you present the content is essential in this case. People will follow your presentation only if they are not lost and can clearly understand the meaning behind those numbers.

Visual aids can help you make your presentations more pleasing to the eye and professional-looking by using graphics. With that in mind, have a look at the following PowerPoint templates. They can be inspiration for you how to illustrate topics like investment risks, company performance, annual budget planning, and more.

Get any of the decks below – click on the pictures to see and download the presentation. See more in our Finance and Business Performance PowerPoint Templates collection.

8 Recommended PowerPoint Templates for Uplifting Financial Presentations

These eight decks will help you create high-quality financial presentations and illustrate various finance-related topics visually:

  • Financial report and performance indicators
  • Annual budget
  • Investment risk pyramids
  • Finance data charts
  • Trade finance concepts
  • Due diligence process and types
  • Stock financial report

Financial Report and Performance Indicators Report

Financial reviews full of data usually contain dozens of tables and are typically hard to understand. Half of the job is to put all figures in one place, and another is to visualize them in a way that is clear for non-financial audiences. Copying your Excel table into PowerPoint as is, is not enough if you want to create a visually appealing presentation.

If you need to prepare such a comprehensive financial performance report, including income statements, balance sheets, cash flow, profit and loss reports, revenue and profit snapshots, a financial report and metrics PPT graphics template is the one to go with. It includes slides for presenting all mentioned topics and you can use these slides to present key financial information to both internal and external stakeholders by covering every aspect of financial affairs.

company-report-financial-performance-ppt-template

You can use financial report visuals to:

  • Design a financial summary overview with easy-to-track key metrics
  • Create revenue and profit snapshots
  • Illustrate sales distribution
  • Describe your revenue key growth drivers
  • Present your profit and loss statement
  • List key factors influencing your gross margin
  • Describe your main profit drivers – factors impacting your bottom line
  • Present your balance sheet including assets, liabilities, and equity details
  • Design clean cash flow statements

See how to prepare structured and professional financial slides using PowerPoint tools.

Listed Company Financial Report Presentation

Similar to the first financial report mentioned in this blog, the listed company financial report template features a layout collection for creating income statements, balance sheets, cash flow, cost breakdown, financial ratios analysis slides, and more.

financial-results-report-listed-company-powerpoint-template

A few ways you can use the graphics from this deck:

  • Capture key financial facts and present basic information about the publicly traded company
  • Provide an insight into company revenue highlights and annual revenue growth and profit drivers
  • Share the profit and loss statement of a listed company
  • Showcase the financial, growth, and profitability performance metrics
  • Present the share price fluctuation and yearly earnings per share
  • Illustrate capital market ratios and put together a performance dashboard

Annual Budget Financial Presentation

It can be challenging to persuade people into certain financial decisions. If you are presenting the estimation of revenue and expenses and want to make an impression on your executives, put the content into visual form to support your thoughts. Turning default budget tables to a more infographics-like format will definitely help engage your listeners.

The annual budget PPT slides collection contains templates for presenting financial forecasts, executive summaries, revenue, expenditure, strategic goals, OPEX and CAPEX investment, marketing budget, risk analysis calculations, sensitivity analysis, and more.

template_budget_presentation_ppt financial presentations

This deck contains templates for illustrating the following subtopics, which are usually a part of a corporate budget:

  • Revenue budget, with main revenue sources, sales distributions, and key growth drivers
  • Expenditure budget with operational cost presentations, key cost drivers, OPEX, and capital expenditures
  • Marketing budget allocation
  • Sensitivity analysis and risk assessment
  • Organization costs and structure

Investment Risk Pyramids

If you want to present various financial investment options, pyramid visualization will help you successfully explain various risk levels and the potential rewards. Such a diagram allows seeing the hierarchy of certain parameters better. Therefore, it will help stakeholders understand the risk profile assessment or risk mitigation approach clearly.

Risk pyramids PPT graphics collection contains diagrams with various levels to illustrate financial investment risk levels related to your business, factors influencing risk, reward dependencies, risk tools, and hazard control.

risk-pyramids-presentation-ppt-template

Company Finance Data Charts

Charts are a great visual tool if you need to show dependencies or time trends of specific financial concepts, like cost distribution, explain company profitability, break down CAPEX and OPEX costs, focus on KPIs, or combine financial information on one slide to show a nig picture.

To create a clear and informative financial report, try to enhance it using graphics from the finance PPT data charts deck .

financial-graphs-ppt-data-charts-template

You can use these data charts to illustrate the following topics:

  • Company profitability trends
  • Cost distribution
  • CAPEX and OPEX comparison
  • Company revenue monthly review
  • Return of company assets over a year (or any other period)
  • Operating profit margin
  • Goal completion degree dashboard
  • Performance diagram

To enhance charts even further, see ideas on how radar diagrams , gauges , and radial charts can be used in presentations.

Trade Finance Diagrams

If you will be talking about trade finance or global trading concepts, visual diagrams can help illustrate these concepts and show how mechanisms work.

The trade finance PowerPoint template includes slides for explaining relations between sellers, buyers and intermediaries, providers and users, methods of payment, trade world map, commodity finance trade cycle, and more.

Trade Finance Presentation Diagrams financial presentations

Due Diligence Presentation

Usually, topics like due diligence are presented with long text boxes and raw bullet points. Breaking the complex topic into multiple sections helps the audience to understand the topic more effectively.

The due diligence PPT slide deck includes templates for describing its definition, processes, types, checklists, M&A process, action plans, and frameworks.

Due Diligence Process, Types, Checklists Diagrams

Stock Financial Annual Report

If you are working on a comprehensive stock financial performance report for investors or the company board, you need to make sure this information is presented in a clear structured way. Plain slides containing lots of figures and without any accents will make it harder for you to talk to your audience.

The stock financial annual report contains layouts for illustrating product sales volume, executive leadership team, market relevance statements, financial charts and tables with main fiscal data, company values, world and US maps, and more.

company-financial-annual-stock-report-ppt-template

Summary of the essential graphics for financial presentations

Presentations and documents on finance-related topics are often complex. Visuals will help your listeners or readers understand the meaning behind the data better and therefore make the right conclusions and decisions. You don’t need to overcomplicate it and spend hours preparing the deck, start with adding icons or transforming text into a simple diagram. Having a collection of editable PowerPoint templates can make your work easier.

Resources: PowerPoint Decks to Use for Financial Presentation s

The above slide decks are PowerPoint templates for finance-related talks that can help you express complicated topics more effectively and appealingly. If you find any of the above decks useful, you can download all the source illustrations below. All mentioned presentation slides are available here: 

To try out how those graphics work, get  a sample of free PowerPoint diagrams and icons  that you can use to play with these visuals.

Peter

infoDiagram Co-founder, Visual Communication Expert

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Shapes can be restructured, and relevant text can be added in presentation visual. Presentation slide can be put to use for handling financial details such as sales, management and financial analysis. Unique layouts which can be adjusted with respect to font, graphics and other related layouts. Effective color combination ensures professional look to PPT layout. Conversion into PDF or JPG formats is not at all difficult. PPT slides offer font, graphic and text size which can be read by all in a room or hall. Art graphic size and orientation can be managed.

Project Financial Investment Analysis Reporting Examining Financial Budgeting Ppt Example

This slide showcases financial investment analysis dashboard for project such as total investment, rate of return, group-wise investment, yearly investment etc. Present the topic in a bit more detail with this Project Financial Investment Analysis Reporting Examining Financial Budgeting Ppt Example Use it as a tool for discussion and navigation on Number Of Investment, Reporting Dashboard This template is free to edit as deemed fit for your organization. Therefore download it now.

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Financial Report Analysis In Powerpoint And Google Slides Cpb

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The slide showcases the comparative analysis of revenue and profit distribution from six global regions. The regions included are south America, north America, Asia, Africa, Oceania, and Europe.Deliver an outstanding presentation on the topic using this Comparative Analysis Of Revenue And Profit Distribution Healthcare Company Financial Report. Dispense information and present a thorough explanation of Revenue Distribution, Profit Distribution, Region Contributes using the slides given. This template can be altered and personalized to fit your needs. It is also available for immediate download. So grab it now.

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COMMENTS

  1. 10 Slide Ideas for Financial Report Presentation

    10 Slide Ideas for Financial Report Presentation

  2. Financial Report Presentation

    Financial Report Presentation | Free Template ...

  3. Example Presentation Of Financial Reports Powerpoint Presentation

    Example Presentation Of Financial Reports Powerpoint ...

  4. 35+ Best Finance PowerPoint PPT Templates (Financial Presentations)

    35+ Best Finance PowerPoint PPT Templates (Financial ...

  5. How to Make a Financial Presentation [Templates + Examples]

    Examples of KPIs are profitability, liquidity, efficiency, and leverage ratios. Company Cash Flow Report with KPIs. Create a similar slide using the Financial Cash Flow KPI PowerPoint Template. If you prefer to work with the OKR approach, we invite you to check our guide on presenting objectives and key results.

  6. Top 10 Financial Reporting Templates [Free PPT & PDF]

    Slide 2: Comparison Matrix of Financial Reporting Software. This slide showcases valuable insights into financial reporting software options for organizations, presenting data in a user-friendly comparative matrix for seamless analysis. Key elements include the software's name, distinctive features, and optimal use cases.

  7. How To Create a PowerPoint Presentation of Financial Statements

    They are created with information derived from the Balance Sheet (so they represent a snapshot). In the Financial Statement PowerPoint Template we created gauges indicators with categories from Best to Worse. The presentar can edit and manipulate this shapes as the are 100% fully editable. The indicators selected are:

  8. 13 Best Financial Report PowerPoint Templates

    Annual Report PowerPoint Template. This PPT template is great for making annual report presentations, including financial reports. It offers a total of 39 unique slides in 4:3 and 16:9 aspect ratios. It also features a Master Slides editable layout and 90 pre-designed color schemes. Download/More Info.

  9. Financial Report template

    3 components of a compelling financial report presentation. 1. Play to your strengths. The slides in this sample financial report are designed to put your best results front and center. Your ...

  10. Free Business Financial Report PowerPoint Template

    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 ...

  11. Financial Report

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

  12. Top 10 Financial Report Templates with Examples and Samples

    Template 1: Financial Report of Information Technology Company Complete Deck. This PPT Template is an introduction for employees, investors, clients, and partners. It gives them a 360-degree overview of your business, including operations, finances, and gross profit. The 52-slide complete deck includes topics such as an overview of the business ...

  13. 10 Best Financial Presentation Examples For PowerPoint

    10 Best PowerPoint Templates for Finance Presentations

  14. Financial Statements PowerPoint Template

    Financial Statements PowerPoint Template

  15. Financial report PowerPoint templates, Slides and Graphics

    Financial report PowerPoint templates, Slides and ...

  16. Presenting Financial Information Visually in PowerPoint

    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. ...

  17. Financial Report and Performance Indicators Presentation (PPT Template)

    Financial Report and Performance Indicators Presentation

  18. Top 20 Templates to Present a Financial Status Report

    Template 15. This is also a one-page financial report template that creditors and business executives can utilize to measure success. Five-year data can be displayed in this PPT template to make comparisons and informed decisions. Downloading this template also guarantees financial regularity. So grab it now!

  19. 8 PPT Templates for Informative Financial Presentations

    8 PowerPoint Templates for Informative & Powerful Financial Presentations. Peter. October 7, 2022. Financial, PowerPoint templates for download. Financial presentations usually contain dense series of numeric information, that makes it hard for the audience to stay focused. The way you present the content is essential in this case.

  20. Free Finances Google Slide themes and PowerPoint templates

    Finances Presentation templates - Slidesgo

  21. Top 10 Financial Analysis Templates with Examples and Samples

    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.

  22. Financial Analysis Reports PowerPoint Presentation and Slides PPT

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