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Annual Review

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An annual review can be quite useful for companies, as they summarize all the accomplishments and goals met during last year. In this template we've focused on a modern and professional look. All the backgrounds contain photos of a city at night and the layouts are optimized for presenting data related to key events, employee reports, growth areas, product sales and the like. Edit the graphs too, since you'll be needing to show numbers and percentages!

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Annual business review presentation: The all-in-one guide

Learn to craft a compelling annual business review presentation that highlights your accomplishments, inspires stakeholders.

Raja Bothra

Building presentations

Girl preparing annual business review presentation

Welcome to the ultimate guide on creating an impactful annual business review presentation.

Whether you're a seasoned professional or new to the world of annual reviews, this guide will equip you with the expertise and tools to shine in your next presentation.

What is an annual business review?

An annual business review, often referred to as an annual review presentation, is a critical part of any successful enterprise's calendar. It's the moment to reflect on the past year's performance, set the stage for the upcoming year, and communicate your company's achievements, challenges, and goals to stakeholders. In essence, it's your opportunity to shine a spotlight on your company's journey.

Benefits of annual business review

An annual business review is not just a routine report; it's a comprehensive assessment that holds the power to shape the future of your company. This in-depth examination of your company's performance and goals over the past year offers a multitude of benefits that are vital for businesses of all sizes. Let's explore why the annual business review is an indispensable tool in your corporate arsenal:

1. Improved decision-making :

At its core, an annual business review provides a strategic overview of your company's journey over the past year. It unveils a treasure trove of insights, revealing the bright spots and the areas that need attention. These insights serve as guiding stars for informed decision-making. With this knowledge, you can chart a course towards more effective investments, refine marketing strategies, and fine-tune product development.

2. Enhanced communication :

Transparency is the cornerstone of trust. The annual report offers a unique opportunity to communicate openly with stakeholders. Whether it's investors, employees, or customers, sharing the results of the review demonstrates your commitment to accountability. It's a chance to build bridges, reinforce relationships, and showcase your company's dedication to transparency.

3. Competitive advantage :

In the ever-evolving business landscape, gaining a competitive edge is crucial. A yearly review acts as a spotlight, illuminating areas where you can enhance your performance. This might entail cost reduction strategies, elevating customer service, or innovating with new products or services. By leveraging the review's findings, you can carve out a distinctive place in your industry.

4. Increased employee engagement :

Your employees are the lifeblood of your organization, and their engagement is paramount. The yearly business review isn't just for stakeholders; it's an opportunity to engage your workforce. By sharing the review's results and inviting feedback, you empower your employees. You signal that their contributions matter and that they play an integral role in the company's success.

But that's not all. An annual business review also equips businesses to:

  • Track progress towards long-term goals : It serves as a compass, helping you measure progress toward your long-term goals. It ensures that your company is on the right path to achieving its mission.
  • Identify and address potential problems early on : By scrutinizing performance data, you can spot potential issues before they become crises. This proactive approach saves resources and minimizes disruptions.
  • Develop strategies for growth and improvement : Armed with insights, you can craft robust strategies for growth and continuous improvement. It's your roadmap for the future.
  • Improve communication and collaboration between different departments : The review's findings can foster collaboration among departments, breaking down silos and promoting a unified approach to achieving company objectives.
  • Make better use of resources : It helps you optimize resource allocation by identifying areas where resources can be channeled more effectively.
  • Increase overall business efficiency and profitability : Ultimately, the annual business review is a catalyst for enhancing overall business efficiency and profitability. It paves the way for a more successful and prosperous future.

The annual business review isn't just a routine corporate ritual; it's a powerhouse of insights and opportunities. It empowers you to make informed decisions, build trust with stakeholders, gain a competitive edge, and foster employee engagement. It's your compass, your crystal ball, and your key to unlocking a brighter future for your company.

Prepare yourself for the annual business review presentation

Now that we've grasped the significance of an annual business review, it's essential to equip yourself for the upcoming presentation. Here's your roadmap for a successful preparation:

1. Understand your audience

To deliver a presentation that truly resonates, start by understanding your audience inside out. What are their interests, needs, and expectations? What crucial information are they seeking? What are the burning questions on their minds? Knowing your audience is akin to having a treasure map, guiding you towards a successful presentation.

2. Gather your data

Data is the lifeblood of your annual business review presentation. It encompasses essential information about your company's performance, industry insights, and a comparative analysis of your competitors. Dive deep into the data ocean, extracting key metrics and insightful trends.

3. Set clear objectives

Before you craft a single slide, define your business presentations objectives with laser-like precision. Are you focusing on financial results, dissecting market analysis, or delving into the intricacies of company culture? Prezent offers templates for all aspects.

4. Craft a compelling narrative

Here's where the magic happens. Business storytelling is your secret weapon to captivate your audience. Instead of drowning your audience in numbers and statistics, weave a compelling narrative that paints a vivid picture of your company's journey. Share stories of triumph, resilience in the face of challenges, and the aspirations that drive your team. Presentation templates are meticulously designed to help you craft this narrative with finesse.

Specific steps for preparation:

  • Review company goals : Begin by revisiting the company's objectives for the past year. What were the aspirations, and what was actually accomplished?
  • Gather performance data : Collect comprehensive data on the company's performance. This encompasses financial metrics, sales figures, and customer satisfaction data.
  • Competitive analysis : Gauge how your company stacks up against competitors in your industry. Highlight areas of strength and opportunities for improvement.
  • Identify strengths and weaknesses : Delve into the heart of your company's performance to pinpoint strengths and weaknesses. Acknowledge achievements and areas that require enhancement.
  • Chart a path forward : Develop a strategic plan for addressing weaknesses and steering the company toward improved performance in the coming year.

With this meticulous preparation, you're poised to deliver an annual business review presentation that informs, engages, and inspires. Your presentation is not just a report; it's the story of your company's journey, and you're the storyteller.

How to structure an effective annual business review presentation

To create a well-structured and effective annual business review presentation, follow these step-by-step guidelines:

1. Crafting an engaging introduction

  • Begin by introducing yourself and your role within the company.
  • Outline the key points of your presentation and emphasize their significance.
  • Captivate your audience with a compelling story, a thought-provoking statistic, or a pertinent question to pique their interest.

2. Providing a comprehensive company overview

  • Offer a succinct overview of your company, encompassing its history, products or services, and target market.
  • Shine a light on the company's mission, vision, and core values to establish its identity.
  • Illuminate what makes your company unique and distinguishes it from competitors.

3. Analyzing the past year's performance

  • Delve into the company's financial performance review for the past year, delving into details such as revenue, profit, and expenses.
  • Discuss sales results, encompassing unit sales, market share, and customer growth.
  • Present customer satisfaction data and feedback to provide a holistic view of performance.

4. Comparative analysis with competitors

  • Compare your company's performance to that of its competitors across key metrics including financial results, sales figures, and customer satisfaction.
  • Identify areas where your company excels and pinpoint opportunities for improvement.

5. Evaluating strengths and weaknesses

  • Embrace transparency by candidly acknowledging the company's weaknesses.
  • Spotlight the company's strengths and elucidate how they contribute to achieving its objectives.
  • Share the company's strategy for addressing identified weaknesses and leveraging its strengths.

6. Constructing a plan for progress

  • Develop a concrete plan for addressing the company's weaknesses and enhancing its performance in the upcoming year.
  • Specify the necessary resources required for successful plan implementation.
  • Establish realistic goals and timelines to measure progress effectively.

7. Concluding with impact

  • Recap the main takeaways from your presentation to reinforce key messages.
  • Reiterate your call to action, clearly articulating what you expect from your audience.
  • Extend gratitude to your audience for their valuable time and attention.

Throughout the presentation, remain attentive to your audience's needs and preferences. Tailor your content to address their specific interests and concerns.

Incorporating visuals is essential to enhance engagement and understanding. Utilize SWOT analysis, charts, graphs, and infographics to complement your presentation and make complex data more accessible and visually appealing.

Remember, a well-structured annual business review presentation not only informs but also inspires and guides stakeholders towards a future filled with growth and success.

Do's and don'ts on an annual business review presentation

Before we wrap up, here are some do's and don'ts to keep in mind:

  • Be prepared : Thoroughly familiarize yourself with your audience, your data, and the content of your presentation. Confidence comes from preparation.
  • Be clear and concise : Communicate with clarity and avoid using jargon or technical terms that may confuse your audience. Simplicity aids understanding.
  • Be enthusiastic : Convey your passion for the topic and demonstrate your belief in the message you're delivering. Enthusiasm is contagious.
  • Use visuals : Incorporate visuals like charts, graphs, and images to enhance engagement and facilitate comprehension.
  • Tell a story : Weave your information into a narrative format. Stories are memorable and resonate with audiences.
  • Be interactive : Encourage audience participation by asking questions and fostering engagement. Interaction fosters connection.
  • End with a call to action : Clearly articulate what action you want your audience to take after hearing your presentation. A well-defined call to action drives results.

Don'ts:

  • Don't be late : Respect your audience's time by being punctual. It sets a positive tone for the presentation.
  • Avoid reading from slides : Reading directly from your slides can make your presentation monotonous and disengaging. Slides should support, not replace, your spoken words.
  • Avoid extreme speaking paces : Find a comfortable speaking pace that your audience can easily follow. Avoid speaking too fast or too slow.
  • Don't mumble or speak softly : Ensure your voice is clear and audible. Your audience should have no trouble understanding you.
  • Use humor in moderation : While humor can be a valuable tool, excessive humor can detract from your message. Balance is key.
  • Stay within allocated time : Practice your presentation to ensure it fits within the allotted time. Going over time can disrupt schedules and lose your audience's attention.

Following these do's and don'ts will help you deliver a compelling and effective Annual Business Review Presentation that engages your audience and leaves a lasting impression.

Summarizing key takeaways

  • An annual business review presentation is a pivotal moment for reflecting on the past year's performance, setting goals, and communicating accomplishments, challenges, and objectives to stakeholders.
  • Benefits of an annual business review include improved decision-making, enhanced communication, gaining a competitive advantage, and increasing employee engagement.
  • The presentation equips businesses to track progress, address potential issues early, develop growth strategies, enhance inter-departmental communication, optimize resources, and increase efficiency and profitability.
  • Preparation for the presentation involves understanding your audience, gathering data, setting clear objectives, and crafting a compelling narrative that tells the story of your company's journey.
  • The structure of an effective end of year review presentation includes engaging introduction, company overview, past year's performance analysis, competitive analysis, strengths and weaknesses evaluation, a plan for progress, and a impactful conclusion.

1. What is the significance of using a PowerPoint template in an annual business review presentation?

A PowerPoint template is a valuable tool that allows you to create a professional and visually appealing presentation. It provides a beautiful design and modern, professional look that enhances the overall impression. By using a customizable PowerPoint template, you can easily customize your presentation to meet your specific needs, ensuring that it reflects your company's unique style and branding.

2. How can I effectively showcase quarterly and annual performance using PowerPoint presentation slides?

PowerPoint presentation slides are ideal for summarizing quarterly and annual performance data. You can use these slides to present key performance indicators, such as revenue, profit, and customer satisfaction, in a clear and organized manner. By selecting a PowerPoint template that provides slide themes and graphic elements, you can create a cohesive and visually engaging presentation that effectively communicates your company's performance throughout the year.

3. Can you explain the concept of "select 4 stages" in an annual business review presentation?

In an annual business review presentation, "select 4 stages" refers to the process of choosing and highlighting four key milestones or significant events that occurred during the year in review. These stages represent critical points in your company's journey and can be illustrated using PowerPoint slides. By customizing the slides with the number of divisions or graphic elements, you can visually depict these stages and provide a clear narrative of your company's growth and progress.

4. How can I engage team members in the annual business review presentation process?

Engaging team members in the annual business review presentation is crucial for fostering collaboration and ensuring that everyone feels involved. You can encourage participation by using an editable business review PowerPoint template that allows team members to contribute their insights and data. By refining the results together and setting a list of goals for the upcoming year, you create a sense of ownership and shared responsibility. This collaborative approach can lead to a more comprehensive and insightful presentation.

5. What are the benefits of using Google Slides themes and PowerPoint in an annual business review presentation?

Google Slides themes and PowerPoint are powerful tools for creating and delivering annual business review presentations. These platforms offer a wide range of templates and designs, making it easy to create beautiful and professional presentations. They also provide the flexibility to customize the content to meet your specific needs. Additionally, the seamless integration of graphics, charts, and text allows you to convey key information effectively. By leveraging the capabilities of Google Slides and PowerPoint, you can present a cohesive and engaging annual business review that showcases your company's growth and outlines the path for future growth moving forward.

Create your annual business review presentation with Prezent

Ready to get started? Prezent offers a wide range of customizable, editable templates, including annual business review presentation templates, year-end review templates, quarterly business review and more. Elevate your presentations, save time, and make a lasting impression with Prezent. Begin your journey to presentation excellence today!

Remember, your annual business review presentation is not just a report; it's an opportunity to inspire, inform, and influence. Let Prezent help you make it extraordinary.

Sign up for our free trial or book a demo today with Prezent!

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Home PowerPoint Templates Business PowerPoint Templates Business Review PowerPoint Template

Business Review PowerPoint Template

Business Review PowerPoint Template – Create Quarterly Reports and Annual Business Reviews with this professional PowerPoint Template that provides a structured theme to present every corporate area with data driven charts and infographics.

Business Reviews are quarterly and annual publications comprising information about results of and organization strategies. Generally carried on by the C-Level executives of an organization to present it to shareholders, involves a performance oriented strategic review of the business, focusing on financial results, process improvements, production yield and improvements in other measurable key performance indicators like people retention, attrition or working mood. Business Review are fundamental not only for measuring performance of past events but also to analyze future plans and objectives. The current strategies should be tackling the areas where poor performance is identified.

Modern organizations execute management by indicators practices and implement formal business reviews mechanisms in order to monitor overall strategic performance and be in control of the business.

The Business Review PowerPoint Template covers the main strategic areas of every organization (small or big).

  • Program Execution : Every organization executes operations to deliver business. Under the Program Execution section of the Business Review the Operational Key Performance Indicators are reviewed against previous periods and it variation evaluated.
  • Strategic Alignment : Every Mature Organization defines KPI’s for their strategic goals. The Strategic Alignment Section evaluates the current performance and projection of Strategic KPI’s.
  • Business Development : For profit organizations operate businesses. The Business Development section analyzes the Sales and Marketing KPI’s and their alignment with Strategic goals.
  • Resource Management : Organizations Requires resources to execute. This section analyzes the utilization of financial resources and the management of human resources (people).

Business Review do not have special preconditions, but in order to execute the business review as a formal business practice, it is important to document the main business strategy, communicate the goals that need to be achieved to follow the strategy and how are they going to be measures. Organizations which implement Balanced Scorecard  already execute this steps.

Our Business Review PowerPoint Template provides top of the line, 100% editable PowerPoint Charts and vector to create impressive infographics. This representations are ideal for summarizing strong numeric information. This business PowerPoint template can be used to prepare presentations related to Quarterly Business Review ( QBR ).

Impress your audience and create professional decks with our Business Review PowerPoint Template .

You may also like:

  • Balanced Scorecard Indicators Dashboard
  • Balanced Scorecard Perspectives PowerPoint Template
  • Balanced Scorecard Template for PowerPoint

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annual business review presentation ppt

Year-End Review Presentation

When the year comes to an end, it’s time to reflect on what worked for your business and what didn’t. A year-end review presentation can help you find solutions for any issues, and implement a strategy for company growth moving forward. Your end of year review presentation is a vital tool for presenting your findings to investors, upper management, or employees during all-hands meetings. 

Use our year-end review presentation template to:

  • Summarize how the company performed over the past year
  • Set goals for the future
  • Outline a strategy to meet future goals

Create a Memorable Year-End Review

Slides in your year-end review should clearly and easily explain high-level information to your audience. Add visual interest to our end of year review template by using graphs, timelines, tables, charts, and sales funnels to present your data. Each of these graphics are easy to add to your template, and customizable, too. Examples of slides to include in your presentation are:

Title Slide

Pro Tips for Your Year-End Review Presentation

Before putting together your year-end review presentation, consider these important tips.

At the beginning of your year-end review presentation, include an overall summary of the company’s mission, values, culture, and so on. It’ll provide context for the rest of your slides.

Celebrating company successes not only boosts morale, it gives you valuable insight into strategies you might use for the coming year.

Your end of year review presentation should begin with a company overview, talk about what you accomplished in the past year, then outline your goals for the coming year.

Even if your team didn’t meet the goals as expected, you can count those as learning experiences. Use them to adjust your plans and goals for the future.

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Free QBR and Business Review Templates

By Kate Eby | June 25, 2018 (updated October 20, 2022)

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Companies like Google and Intel use a form of goal planning and a business leadership process to identify OKRs, the objectives and key results that drive internal performance, build customer relationships, and deliver growth. The quarterly business review (QBR) meeting is the delivery platform to discuss and set OKRs and measure and grade performance as determined by a company’s overall mission and values. This article features an overview of QBR meetings, including expert business review planning and presentation techniques. You’ll find a variety of free QBR templates to use, so you can spend less time preparing for your presentations and more time managing your business.  

Customer QBR Meeting Preparation Checklist

Use this checklist to help you prepare a QBR meeting presentation that captures your customer’s attention and demonstrates your commitment to honor their valuable time.

Customer QBR Meeting Preparation Checklist

‌ Download Customer QBR Meeting Preparation Checklist

Supplier QBR Template

Supplier QBR Template

QBR meetings provide a place and time for suppliers and customers to build a strategic relationship that benefits both parties. Use this supplier QBR template to measure the quantitative value that your managed service providers and vendor partners offer your business. If you’re the supplier, use this template at your next QBR to take a proactive role as a valuable business partner by establishing your customer’s return on investment.

‌  Download Excel Template Try Smartsheet Template   ‌

Annual Business Review Template

Annual Business Review Template

Use this annual business review template to compile the key results of your quarterly business review meetings and prepare your presentation. This template is designed as a formal presentation to discuss key business objectives and results. Customize the slides outlined to deliver a concise, impactful review of past performance and articulate future goals for the year ahead.

‌ Download Annual Business Review Template – PowerPoint

Small Business QBR Template

Small Business QBR Template

Running a small business requires the optimization of time and money — hold your suppliers to the same standard with this template. Use this form to organize information about the products and services your key vendors provide. Also use it to facilitate critical quarterly checkpoint meetings in order to grade the relationship based on results.

Download Small Business QBR Template

Excel | Word

Executive QBR Template

Executive QBR Template

Use this customizable QBR slide deck to present to executive leadership. It is designed to present the most vital information up front and to summarize objectives and key results to busy executives with tight schedules. This template is perfect for remote online meetings that use video conferencing software. It’s also ideal for a less-than-captive audience.

‌ Download Executive QBR Template – PowerPoint

Sales QBR Template

Sales QBR Template

Sales professionals need an effective QBR business planning process to execute quarterly sales goals and measure the results of their sales team’s efforts. Share this customizable QBR slide deck outline with your team to elevate performance and establish accountability. They can easily modify each slide to present essential information about their market or customers and plan next steps to be reviewed at the next QBR meeting. Adjust the slides and craft a QBR presentation for your customers.  

‌ Download Sales QBR Template – PowerPoint

What Is a QBR Meeting?

The purpose of a QBR meeting is to communicate business-related goals, determine OKRs to measure success, and build relationships with customers or employees. The meeting is most effective when conducted face to face, but technology, the growth of global business, and the increase in geographically distributed teams make remote QBR meetings a popular option.

Internal QBR meetings happen at every level, from executive leadership to product teams. As an external communication tool, the QBR meeting is an opportunity for customer success managers (or related sales and marketing professionals using strategic account management) to discuss KPIs and return on investment (ROI), sign sales contracts, or negotiate service renewal agreements with customers.

What to Include in a Sales QBR

Determining business goals and using key customers to identify the desired results of your efforts are just the beginning of effective QBR planning. Resist the urge to think in a vacuum when creating your slide deck. Consider the customer. Don’t treat the QBR meeting like any other sales call by focusing on complaints, reviewing past performance, etc. Instead, create a customer-oriented agenda and share it with them prior to the meeting.

The agenda of your sales quarterly business review might include the following topics:

Status of outstanding business from previous meeting

Review of program objectives

Performance results and improvement

News and updates on products and services

Future business opportunities

Items from last meeting

Sales and marketing program metrics

Scorecard review (Customer Health Index or Net Promoter Score)

Support ticket review and resolution metrics review

Benchmarking

Customer support desk review

Onboarding and training

Product roadmap and feature development

License renewals and service contracts

Summary of meeting and commitments

Scheduling of next QBR

Guide to Effective Customer QBR Meetings

Nancy Duarte

Nancy Duarte  is Principal at  Duarte, Inc ., a company that helps “write, design, and deliver groundbreaking stories and visual presentations for every occasion.” The following tips were inspired by Duarte’s experience and recommendations from her book  Harvard Business Review Guide to Persuasive Presentations . Use them to plan and deliver a compelling presentation to your customer at the next QBR meeting.

Audience over Ambitions : Duarte points out that your audience has the power, not you. Look past your ambitions for the meeting and prepare a presentation that takes into account who is in attendance, their valuable and limited time, and what each individual customer needs from the QBR meeting. Duarte recommends giving your customer a gift in the form of unique insight or information, providing them with a new skill or mindset to achieve their business goals, and seeking opportunities to get “unstuck” with a solution if there is a problem with their products, services, or operations.   

Filter Big Ideas : As the name suggests, the QBR is about reviewing past performance, but most customer QBR meetings are scheduled for one hour. That doesn’t mean you shouldn’t take the opportunity to present ideas for how to build future business with your customers and add value to the discussion. Duarte is a proponent of filtering big ideas. “If you don’t filter your presentation, the audience will have to, and people will resent you for making them work too hard to identify the most important points,” she writes. This advice is especially relevant for QBR meetings that can quickly devolve into problem solving and complaint resolution sessions before you have time to present your ideas.

Anticipate Adversity : According to Duarte, as a presenter, you’re frequently creating resistance to your message and ideas. QBR meetings are not an opportunity to troubleshoot customer service issues or the performance of your product and services. Duarte suggests preparing for different types of resistance (logical, emotional, practical) by anticipating and addressing your customer’s concerns before they become roadblocks to your meeting. Consider opening the meeting agenda with a statement acknowledging the issues and when they will be addressed during the presentation. “By showing that you’ve considered opposing points of view, you demonstrate an open mind — and invite your audience to respond in kind,” she writes.  

Golden Rule : The motto at Duarte, Inc. is, “Never deliver a presentation you wouldn’t want to sit through.” Rehearse your presentation before the QBR meeting. Have a colleague or manager analyze your slides and delivery and provide some feedback. Duarte recommends preparing a shorter version of your presentation in case something goes wrong and time is cut short by an interruption or technical glitches. Your customer can tell if you try to wing it, and they will feel slighted. “It sends the message that you don’t value them or their time,” she writes. “Perhaps most significantly, rehearsing frees you up to be more present in your talk and to fully engage with the people in front of you,” she continues. This creates more opportunities to build future business, ask for recommendations, and schedule your future meetings with the customer.

Quarterly Business Review FAQ

Preparing for and delivering an effective quarterly business review doesn’t have to be a daunting task. Here’s a look at some of the key questions about QBR meetings.

Does Every Customer Get a QBR?

QBR meetings foster relationships between you and your customers, reinforce the value of your products and services, and invite honest discussion about the ROI and the likelihood of renewing business agreements. Every customer that you want to provide this opportunity to is a candidate for regularly scheduled quarterly business reviews.

What Is the Best Strategy for Successful QBR Meetings?

Suppliers and vendors that operate under managed service provider (MSP) contracts leverage the QBR meeting as a strategy to manage expectations and learn how to improve, discuss the customer’s business goals and desired results, and understand the problems that customers try to solve in order to support future business plans. If you prepare and practice accordingly, your QBR meetings create a competitive advantage for you to transform customer relationships into win-win partnerships.

Where Do I Host a Customer QBR?

The likelihood of keeping a consistent, face-to-face QBR meeting on your customer’s calendar every 90 days is slim. Meetings get canceled, key customer contacts change, executives need flexibility to meet via video conference, etc. Plan your QBR presentation with the location in mind, and be flexible with where you host your meetings. Invite your best customers to meet on site at your office, and host the meeting over breakfast and coffee. Prepare a slide deck and online meeting agenda, so you can offer these elements as a hosting option for busy customers.

When Do I Schedule My First Customer QBR?

The answer depends on the product and service you provide. Schedule the first QBR after the customer is onboarded and has time to implement and assess your business and value. Coordinate the details for this meeting when you close the deal, and sign contractual agreements when you have the customer’s attention. This demonstrates that you are committed to delivering value and a return on the customer’s investment and will sit down with them every 90 days or so to review the results of this commitment.

Who Do I Invite to Participate in a Customer QBR?

Schedule your customer QBR meetings to include decision makers from both sides, including management and executive leadership when possible. Make sure you know who is attending each QBR meeting ahead of time, and plan your presentation based on the audience.

Does My QBR Presentation Need to Include Images and Charts?

According to Nancy Duarte, the most effective presenters think like designers. “Each slide should pass what I call the glance test: People should be able to comprehend it in three seconds,” says Duarte. “Think of your slides as billboards. When people drive, they only briefly take their eyes off their main focus — the road — to process billboard information,” she adds. Images and charts improve your audience’s cognitive response to your message. Use them in your QBR presentation to maximize your time and deliver crucial information your audience will remember. You can find free, ready-to-use drag-and-drop software, like the Onomics charting tool available from Priceonomics , to help you design a slide deck like a pro.

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Annual Review Presentation PowerPoint Template

annual business review presentation ppt

Product Description:

Annual review presentation presentation template.

Use this Annual Review Presentation PowerPoint template to create visually appealing presentations in any professional setting. Its minimalistic design and ready-to-use features enhance your presentation slides ten folds.

The Annual Review Presentation PPT template is professionally designed with the principles of vision sciences to capture your audience’s attention. Convey your message clearly with our unique set of editable infographics, icons, images, fonts, and presentation backgrounds. Download now and stand out in your next presentation with Annual Review Presentation PowerPoint and Google Slides template.

Ask us to modify or edit any specific element of the Annual Review Presentation template as per your need with our custom slides services. Lets collaborate to blend your ideas with our Annual Review Presentation template and get the final product delivered within 24 hours.

We can also help you and your team create full-fledged presentations from scratch with our presentation services . Explore now!

Features of this PowerPoint Template And Google Slides Theme:

  • 100% editable with easy-to-use features.
  • Contains 4:3 and 16:9 aspect ratio suitable for all types of screens.
  • Includes icons, images, graphics, and infographics to capture audience’s attention.
  • Compatible with both Google Slides and Microsoft PowerPoint.
  •   Annual Review Presentation - 4x3  –  $4.99
  •   Annual Review Presentation - 16x9  –  $4.99

annual business review presentation ppt

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Usage example

Description, how to edit.

  • 29 predesigned diagram layouts: goals benchmarks and completion checklist, yearly timeline of events, financial report, KPI data presentation
  • 54 flat icons to illustrate revenue, costs, profit, employment, production, sales, EBITDA, Net income etc.
  • all are fully editable vector symbols - you can change colors, texts, style

Content: Presentation template for yearly company performance review.

  • various company areas review diagram: goals benchmarks and completion checklist, events month by month, financial summary, KPIs
  • 25 flat icons: turnover and revenue, profit, costs, product, employment, production, sales
  • Year timeline review section
  • Main activities in a year
  • Key events over the year
  • Key company happenings in the last year
  • Year Summary - monthly calendar, 1st Half Year Summary and 2nd Half Year Summary
  • Yearly KPIs and Financial Summary
  • Financial summary icons: Revenue, Cost of Goods Sold, Gross Profit, Costs of operations, EBITDA, Net Income
  • Main company facts
  • Key Performance Indicators Matrix - KPI
  • Main product sales overview and market share overview
  • Index of year review icons:chart, task, man, box - a product, thumb, money - dollar bank note and sack of money, report, pie chart - market share, gears - operations

Application examples of Business Review presentation usage

  • Business check up
  • Annual business plan review
  • Quarterly company or department review
  • Business goals verification meeting
  • Periodic sales performance report
  • Marketing strategy meetings
  • General business development planning
  • Writing a business plan
  • changing color of the icon filling and its outline
  • adding shadows
  • changing shape and size, rotating, flipping the object
  • putting shapes behind or on top of text
  • Peter Zvirinsky Contact via infoDiagram.com

Slides included in this PowerPoint Presentation:

  • Yearly Goals Business Review Presentation Template
  • Goal Achievement Checklist board report
  • Goals Benchmark Checklist Report PPT Template
  • Goals Benchmark Checklist
  • company activities 2015 time line
  • Key Events Summary Timeline PPT Template
  • Key happenings 2015 business review
  • Year Summary Monthly Calendar PPT Slide
  • 1st Half Year Summary
  • Second Half Year Summary Slide
  • Year Summary - Monthly Calendar PPT Template
  • Financial summary 2014 2015
  • Yearly Project Timeline Summary Slide
  • Main product sales overview
  • Main product sales overview 2
  • Main product market share overview
  • Index of year review icons
  • Financial Summary PPT Template

Yearly Business Review Presentation Template (PPT icons and tables)

  • Main Company Facts PPT Template
  • Key Performance Indicators Matrix PPT Slide
  • Key Focus Area - 3 Arrows List Slide

How to edit text & colors

annual business review presentation ppt

How to expand / shorten diagram

annual business review presentation ppt

How to Replace Icons in infoDiagram PPT

annual business review presentation ppt

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Powerpoint Templates and Google slides for Annual Business Review

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Deliver this complete deck to your team members and other collaborators. Encompassed with stylized slides presenting various concepts, this Sales Plan Guide To Boost Annual Business Revenue Powerpoint Presentation Slides Strategy CD is the best tool you can utilize. Personalize its content and graphics to make it unique and thought-provoking. All the seventy slides are editable and modifiable, so feel free to adjust them to your business setting. The font, color, and other components also come in an editable format making this PPT design the best choice for your next presentation. So, download now.

Annual business plan powerpoint presentation slides

Presenting this set of slides with name - Annual Business Plan Powerpoint Presentation Slides. This PPT deck displays forty-one slides with in-depth research. Our topic oriented Annual Business Plan Powerpoint Presentation Slides presentation deck is a helpful tool to plan, prepare, document and analyze the topic with a clear approach. We provide a ready to use deck with all sorts of relevant topics subtopics templates, charts and graphs, overviews, analysis templates. Outline all the important aspects without any hassle. Can be converted into various formats like PDF, JPG, and PNG. It is available in both standard and widescreen.

Annual report for business plan powerpoint presentation slides

Presenting this set of slides with name - Annual Report For Business Plan Powerpoint Presentation Slides. Our creatively crafted slides come with apt research and planning. This exclusive deck with forty slides is here to help you to strategize, plan, analyze, or segment the topic with clear understanding and apprehension. Utilize ready to use presentation slides on Annual Report For Business Plan Powerpoint Presentation Slides with all sorts of editable templates, charts and graphs, overviews, analysis templates. Download PowerPoint templates in both widescreen and standard screen. The presentation is fully supported by Google Slides. It can be easily converted into JPG or PDF format.

Business development annual report pdf doc ppt document report template

Business Development annual report is basically a yearly publication of a companys development activities throughout a fiscal year. Our report will benefit the organization in communicating the summary of its key operations and financial conditions among stockholders. Firm can displays its vision statement, mission statement and values through vision mission and core values of the organization section. Consolidated income statement, balance sheet statement, cash flow, five year operational and financial summary sections will help the organization in communicating its financial conditions among valuable shareholders. Organization can display information about its environmental performance and investor partners through year over year environmental performance summary and key investor partners. Our annual reports are fully customizable and compatible with google slides, so user can easily modify or add text as per their requirements.

Annual Operating Plan In Business Powerpoint Presentation Slides

This complete deck can be used to present to your team. It has PPT slides on various topics highlighting all the core areas of your business needs. This complete deck focuses on Annual Operating Plan In Business Powerpoint Presentation Slides and has professionally designed templates with suitable visuals and appropriate content. This deck consists of total of twenty six slides. All the slides are completely customizable for your convenience. You can change the colour, text and font size of these templates. You can add or delete the content if needed. Get access to this professionally designed complete presentation by clicking the download button below.

Annual report for online business pdf doc ppt document report template

Product Description for Annual Report for Online Business The PowerPoint multi pager template is useful tool in presenting annual report for online business. It is considered as essential tool in briefing potential shareholders in context to online business s activities and financial performance. The multi pager template will aid customers in presenting essential elements associated to firm such as five year financial highlights, latest trends for online business growth, major activities and accomplishments, business overview with vision, mission and core values. The template covers about risk management and corporate governance practices. The templates are fully editable and compatible with google slide.

Business Annual Report Pdf Doc Ppt Document Report Template

This business annual report powerpoint presentation gives a holistic view of the companys current financial and management performance. This presentation is intended for shareholders, investors, directors, and other key beneficiaries who seek information about the companys comprehensive activities and projected financial results. The report covers the CEO message, revenue dynamics, market trends industry analysis, key approach for business sustainability, and corporate governance details. The report also covers consolidated financial statements for investment decisions. Download this 100 percent editable and customizable PowerPoint template which is also compatible with google slides.

1013 business ppt diagram annual business timeline graph powerpoint template

We are proud to present our 1013 business ppt diagram annual business timeline graph powerpoint template. To display the annual business timeline graph usen this power point template. Use Our Power Point Templates in different annual business timeline process.

Annual wheel financial planning corporate business customer relationship

Deliver a credible and compelling presentation by deploying this Annual Wheel Financial Planning Corporate Business Customer Relationship. Intensify your message with the right graphics, images, icons, etc. presented in this complete deck. This PPT template is a great starting point to convey your messages and build a good collaboration. The twelve slides added to this PowerPoint slideshow helps you present a thorough explanation of the topic. You can use it to study and present various kinds of information in the form of stats, figures, data charts, and many more. This Annual Wheel Financial Planning Corporate Business Customer Relationship PPT slideshow is available for use in standard and widescreen aspects ratios. So, you can use it as per your convenience. Apart from this, it can be downloaded in PNG, JPG, and PDF formats, all completely editable and modifiable. The most profound feature of this PPT design is that it is fully compatible with Google Slides making it suitable for every industry and business domain.

Annual meeting sales organization performance employees business

Engage buyer personas and boost brand awareness by pitching yourself using this prefabricated set. This Annual Meeting Sales Organization Performance Employees Business is a great tool to connect with your audience as it contains high-quality content and graphics. This helps in conveying your thoughts in a well-structured manner. It also helps you attain a competitive advantage because of its unique design and aesthetics. In addition to this, you can use this PPT design to portray information and educate your audience on various topics. With twelve slides, this is a great design to use for your upcoming presentations. Not only is it cost-effective but also easily pliable depending on your needs and requirements. As such color, font, or any other design component can be altered. It is also available for immediate download in different formats such as PNG, JPG, etc. So, without any further ado, download it now.

Increasing Profit Maximization Annual Report For Worldwide Business Revenues

The slide illustrates an annual report highlighting the companys revenue all over the world during past years for evaluating the success rate of the business. The slide includes revenue graph from 2018-2022 along with reasons for a decline in revenues. Present the topic in a bit more detail with this Increasing Profit Maximization Annual Report For Worldwide Business Revenues Use it as a tool for discussion and navigation on Growth Rate, First Quarter, Potential Growth This template is free to edit as deemed fit for your organization. Therefore download it now.

Nestle Company Overview Analyzing Income Statement Annually To Monitor Business Strategy SS V

This slide provides glimpse about year over year profit and loss statement to assess the profitability of Nestle SA. It includes net sales, EBITDA, operating profit, operating margin, pre-tax benefit, net income, net margin, etc. Present the topic in a bit more detail with this Nestle Company Overview Analyzing Income Statement Annually To Monitor Business Strategy SS V. Use it as a tool for discussion and navigation on Income Statement, Evaluation Graph. This template is free to edit as deemed fit for your organization. Therefore download it now.

Analyzing Income Statement Annually To Nestle Corporate And Business Level Strategy SS V

This slide provides glimpse about year over year profit and loss statement to assess the profitability of Nestle SA. It includes net sales, EBITDA, operating profit, operating margin, pre tax benefit, net income, net margin, etc. Present the topic in a bit more detail with this Analyzing Income Statement Annually To Nestle Corporate And Business Level Strategy SS V. Use it as a tool for discussion and navigation on Analyzing, Income, Statement. This template is free to edit as deemed fit for your organization. Therefore download it now.

Comparing Annual Balance Sheet To Evaluate Nestle Corporate And Business Level Strategy SS V

This slide provides glimpse about year over year annual balance sheet to assess the financial position of Nestle SA. It includes net debt, leverage, free cash flow, ROE Return on Equity, shareholders equity, ROA Return on Assets, assets, etc. Present the topic in a bit more detail with this Comparing Annual Balance Sheet To Evaluate Nestle Corporate And Business Level Strategy SS V. Use it as a tool for discussion and navigation on Balance, Annual, Financial. This template is free to edit as deemed fit for your organization. Therefore download it now.

Annual Report For Worldwide Business Revenues Cost Reduction Techniques

The slide illustrates an annual report highlighting the companys revenue all over the world during past years for evaluating the success rate of the business. The slide includes revenue graph from 2018 2022 along with reasons for a decline in revenues. Present the topic in a bit more detail with this Annual Report For Worldwide Business Revenues Cost Reduction Techniques. Use it as a tool for discussion and navigation on Worldwide, Revenue. This template is free to edit as deemed fit for your organization. Therefore download it now.

Annual Financial Report For International Business

This slide showcases the annual financial report of an international business. The purpose of this slide is to help the business develop an comprehensive and thorough financial report to attract investors. It includes elements such as industry wise revenue breakdown of business, profits after tax, awards won during the year, etc. Introducing our Annual Financial Report For International Business set of slides. The topics discussed in these slides are International, Business, Financial. This is an immediately available PowerPoint presentation that can be conveniently customized. Download it and convince your audience.

Annual Budget Estimated For Social Comprehensive Guide For Social Business

The slide demonstrates an annual budget for highlighting the estimated funds required for the business and its operations. It includes estimated budget for four quarters along with the various sources of finance available for arranging the planned finances Present the topic in a bit more detail with this Annual Budget Estimated For Social Comprehensive Guide For Social Business. Use it as a tool for discussion and navigation on Budget, Annual, Enterprise. This template is free to edit as deemed fit for your organization. Therefore download it now.

Food And Beverages Annual Business Revenue Showing Yearly Growth CP SS V

Mentioned slide provided information about ten years company annual revenue growth and decline which further provided insights into business growth. It includes key component such as revenue in USDdollar billion, and years. Present the topic in a bit more detail with this Food And Beverages Annual Business Revenue Showing Yearly Growth CP SS V Use it as a tool for discussion and navigation on Physical Stores, Starbucks Business, Aggressive Store Expansion This template is free to edit as deemed fit for your organization. Therefore download it now.

Food And Beverages Business Annual Net Profits And Margin CP SS V

Following slide provides insights into Starbucks business net profits from previous five years. It includes yearly net profit, margin in percentage, and key takeaways. Deliver an outstanding presentation on the topic using this Food And Beverages Business Annual Net Profits And Margin CP SS V Dispense information and present a thorough explanation of Net Margin Declined, Net Profit Increased, Net Profits 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.

Annual Report For Worldwide Business Multiple Strategies For Cost Effectiveness

The slide illustrates an annual report highlighting the companys revenue all over the world during past years for evaluating the success rate of the business. The slide includes revenue graph from 2018 2022 along with reasons for a decline in revenues Present the topic in a bit more detail with this Annual Report For Worldwide Business Multiple Strategies For Cost Effectiveness. Use it as a tool for discussion and navigation on Report, Revenues, Business. This template is free to edit as deemed fit for your organization. Therefore download it now.

Cost Efficiency Strategies For Reducing Annual Report For Worldwide Business Revenues

The slide illustrates an annual report highlighting the companys revenue all over the world during past years for evaluating the success rate of the business. The slide includes revenue graph from 2018-2022 along with reasons for a decline in revenues. Present the topic in a bit more detail with this Cost Efficiency Strategies For Reducing Annual Report For Worldwide Business Revenues. Use it as a tool for discussion and navigation on Companys Worldwide Revenue. This template is free to edit as deemed fit for your organization. Therefore download it now.

Statistical Highlighting Annual Revenue Of Various Healthcare Business

This slide showcases healthcare business report of revenue. The main purpose of this template is to showcase different companies revenue reports and scope of healthcare industries. This includes revenue of United Health Group, CVS Health, Cardinal Health, etc.Introducing our Statistical Highlighting Annual Revenue Of Various Healthcare Business set of slides. The topics discussed in these slides are Automate Important, Strategies United, Cycle Performance. This is an immediately available PowerPoint presentation that can be conveniently customized. Download it and convince your audience.

Forecasted Annual Sales By Service Unit Hospital Startup Business Plan Revolutionizing

The following slide depicts projected yearly sales from healthcare and medical services to determine revenue trend. It includes elements such as emergency services, regular treatments, therapy, outpatient departments, etc. Deliver an outstanding presentation on the topic using this Forecasted Annual Sales By Service Unit Hospital Startup Business Plan Revolutionizing. Dispense information and present a thorough explanation of Emergency Services, OPD Services, Key Insights 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.

Annual Business Revenue Coffee House Company Profile CP SS V

Mentioned slide provided information about ten years company annual revenue growth and decline which further provided insights into business growth. It includes key component such as revenue in USD dollar billion, and years. Present the topic in a bit more detail with this Annual Business Revenue Coffee House Company Profile CP SS V. Use it as a tool for discussion and navigation on Key Insights, Business Revenue, Physical Stores. This template is free to edit as deemed fit for your organization. Therefore download it now.

Business Annual Net Profits Coffee House Company Profile CP SS V

Following slide provides insights into Starbucks business net and gross profits from previous five years. It includes yearly gross profit, net profit, and key takeaways. Deliver an outstanding presentation on the topic using this Business Annual Net Profits Coffee House Company Profile CP SS V. Dispense information and present a thorough explanation of Net Profit, Net Margin, Key Takeaways 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.

Annual Business Revenue Showing Yearly Coffee Business Company Profile CP SS V

Mentioned slide provided information about ten years company annual revenue growth and decline which further provided insights into business growth. It includes key component such as revenue in USD dollar billion, and years. Present the topic in a bit more detail with this Annual Business Revenue Showing Yearly Coffee Business Company Profile CP SS V. Use it as a tool for discussion and navigation on Annual, Revenue, Growth. This template is free to edit as deemed fit for your organization. Therefore download it now.

Business Annual Net Profits And Margin Coffee Business Company Profile CP SS V

Following slide provides insights into Starbucks business net profits from previous five years. It includes yearly net profit, margin in percentage, and key takeaways. Deliver an outstanding presentation on the topic using this Business Annual Net Profits And Margin Coffee Business Company Profile CP SS V. Dispense information and present a thorough explanation of Annual, Profits, Margin 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.

Annual Business Revenue Showing Yearly Growth Luxury Coffee Brand Company Profile CP SS V

Mentioned slide provided information about ten years company annual revenue growth and decline which further provided insights into business growth. It includes key component such as revenue in USDdollar billion, and years. Present the topic in a bit more detail with this Annual Business Revenue Showing Yearly Growth Luxury Coffee Brand Company Profile CP SS V. Use it as a tool for discussion and navigation on Annual Business Revenue, Showing Yearly Growth. This template is free to edit as deemed fit for your organization. Therefore download it now.

Business Annual Net Profits And Margin Luxury Coffee Brand Company Profile CP SS V

Following slide provides insights into Starbucks business net profits from previous five years. It includes yearly net profit, margin in percentage, and key takeaways. Present the topic in a bit more detail with this Business Annual Net Profits And Margin Luxury Coffee Brand Company Profile CP SS V. Use it as a tool for discussion and navigation on Business Annual, Net Profits And Margin. This template is free to edit as deemed fit for your organization. Therefore download it now.

Comparative Assessment Of Annual Business Strategic Guide For Web Design Company

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Annual Recurring Revenue Business KPI Analysis

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Presenting Monthly Business Report with Charts and Tables in PowerPoint

Last Updated on May 27, 2024 by Agnieszka

Are you doing regular business reviews? Whether it is monthly or quarterly reports, consider using a visual way of explaining your data on slides. In this blog post, we’ll explore the benefits of presenting your monthly business report in PowerPoint and how visual elements can enhance clarity and engagement for your audience.

The graphics presented here are crafted by our team and the result of over two decades of experience in designing corporate presentations.

Get all the graphics presented here – click on the slide pictures to see and download the source illustration. Check the full a Monthly Business Report with Financial Performance Review (PowerPoint Template) .

What is a Company MBR?

MBR stands for Monthly Business Review and it is an internal “all hands” regular presentation where a company looks at how well it’s doing, checks important numbers, and sees if it’s meeting its goals.

Monthly management reports help the company see how it’s doing financially and operationally. They let the management team see what’s been happening and make proper decisions for the future.

If you want to make your business performance tracking look nice and easy to understand, try using a visually appealing presentation format. Here are some examples to inspire you!

What is Included in a Monthly Report?

The typical structure of a corporate MBR presentation that includes as financial review has the following sections:

  • General overview of the Month – an Executive summary
  • Revenue status – Month & YTD
  • Gross margin status – Month & YTD
  • Expenses overview – Month & YTD
  • Cashflow status
  • Accounts Receivable status 
  • Review of Monthly operational goals 
  • Next month or other period outlook

We show you an easy way to present the data of the monthly business report. To design this information we added simple shapes to arrange slide. Using rectangular outlines and simple shapes with visual elements such as icon of a financial document keeps your audience from feeling overwhelmed by the text and the content is easy to read.

Presenting an Executive Summary of a Monthly Report

MBR presentation usually starts with an executive summary,  to wrap up the most important facts and show them in the beginning. 

This is especially important when the MBR presentation is longer or when you want the audience to scan through major results right from the start. Sometimes the main decision-makers need to get such an overview at the beginning, e.g. because they will delegate details by discussions and run to other meeting

Here’s how you can show such an executive summary on one slide. Select the key facts, such what’s your 

  • top line e.g. this month revenue, compare it with last year revenue of the same month
  • what’s bottom line
  • what’s outlook for the next month

general-information-of-business-status-infodiagram

Idea of such slide design: in the picture above you can see how to create this layout. There are three parts composed of connector shapes. By composing a slide in this way, we create hierarchies of the key facts. It would be good to consider what information should be at the top and what at the bottom.

Each of the factors we highlight thanks to adding icons and distinctive color. At the end, you can add some picture in the background to enhance the overall aesthetics of the slide. Images can help tell a story and convey a message more effectively than text alone. In this case, the colors refer to factors in the picture for better visual appeal.

Presenting KPI Dashboard with Business Units Performance

When you want to show several key financial indicators altogether of your MBR on one slide, below you see an example of how you can organize such information on one concise page.

Notice the clear layout, with each indicator clearly labeled and accompanied by relevant data.

business-units-performance-kpi-daschobards-charts

If you need to add a lot of data on one slide, we suggest adding visual elements such as charts in their simplest form – without axis details, repeating legends, and short number format. Additionally, the use of color and spacing helps to emphasize important information while maintaining visual clarity. 

Keep the text on each slide short and to the point thanks to the audience reading a slide much faster, but if it’s necessary to add more data on one slide, just remember about white space, visual consistency, and emphasizing key data.

Showing Main Profit Drivers

If you want to present also more qualitative data such as text explanation of your main business lines profit drivers and their analysis, you can create such slide with short text information about each of the main drivers. 

From the design point of view, you can organize it as follows below.

main-business-lines-profit-drivers-analysis-diagram

We arranged visuals in a logical sequence, reading flow is underlined visually by adding section numbers or letters. Remember to use white space and a cohesive look (font styles, sizes, and colors). You don’t want to overdesign. A balanced arrangement ensures the slide remains visually appealing and easy to read. 

The importance is also a clear contrast between text and background color, especially if the slide has a lot of text and is quite small in size. You can also add visuals such as icons or images to complement the text.

Presenting Monthly Revenue Analysis

Do you need to show a table with reviews of sales, and budget per business line?

You can boost up standard Excel table and create customized nice-looking tabular form in PowerPoint. 

See 2 slides below, and check how we designed such a financial table, using table colors and some additional graphics. Notice the use of enough space between text elements to enhance readability and avoid overcrowding. Ensure consistency of colors and shape styles throughout the slide for a cohesive and professional appearance.

monthly-top-line-analysis-table

The table for presenting monthly revenue analysis is a typical form allowing you to showcase comparison data. You can enhance it using PowerPoint table tools. To highlight key metrics we used formatting features like bold and color text to emphasize important figures or trends within the table. 

If you would like to have more custom tables we suggest adding the shapes for column headings ensuring clarity for the audience.  Additionally, you can use visual elements like color-coded cells or icons to draw attention to significant changes or outliers in the data.

YTD-top-line-analysis-table

In the second sample of the table with financial analysis, we show you how to create a design, that looks professional and easy to read. You can use an ordinary table with your data and highlight the main data using distinctive color for each of the factors. Then you can use dashed lines and the color of the table lines. It improves the design of the slide. 

Additionally, we added a place for brief analysis or commentary text to provide context and insights into the financial data presented.  

Presenting Monthly OPEX Data Chart 

To show monthly operational expenses, you can customize the Excel bar chart in the following way, to present a monthly business report in a more engaging way. 

monthly-operational-expanses-presentation

We added a custom arrow shaped under each bar chart column to underline the status of Actual versus Estimated value per cost center. Here arrows are manually added, as there is no way to add them automatically in PowerPoint. It takes a minute more but you get the advantage of using nicer non-default custom signs, that make your presentation look different than default charts. 

You can also consider creating separate data legend, adding bigger icons representing 3 categories:

  • estimated expenses expressed as paper with planned financial figures
  • actual expenses illustrated by icon showing giving money away
  • difference shown as plus minus sign

In the end, adding a subtle picture in the background can create a nice visual touch. However be careful so the picture will be only a light addition to your content, not the main element. 

Showing Debt Structure in A/R Section of MBR Presentation

The financial review part of the MBR report can contain an Account Receivable dashboard and cash flow development charts. 

If you need to present a structure of debt, here is a slide with debt structure analysis. 

We reused the Excel table and transformed it into a more readable form, showing various levels of debt by age, their monetary value, and percentage. 

debt-structure-analysis-table

To create a nicer design, you can embed such a debt table with part of the picture, as we did on the bottom. Notice how this is done, so the picture does not overlap data presentation. The design trick we used here is making a table with a white background.

Usually, you also need some place for commenting on the debt structure. For that, we created a separate comment box on the right where you can add a text description of the debt analysis. That can be especially useful if you present a monthly business report that will be read without direct presentation. 

Finish with Presenting the Action Plan for Next Month

At the end of the MBR presentation usually people also present next month’s outlook with next month’s targets and action plan.

We are sharing an example of how we designed such a slide presenting a set of goals, objectives, and actions in an easy-to-understand form. We used a table for that, as it’s easy to expand and gives a structure to the presented information. There is an important last column with a place to show who’s responsible for a specific action, so task assignment is clearly presented. This allows you to make people accountable or discuss eventual reassignments during the meeting. 

action-plan-template-for-next-month-table

On this slide we used the tips, which we wrote about in the previous examples. We designed the table using simple shapes with shadow and color to highlight and harmonize the column headers. To improve visual effects we added dashed lines inside the table.

Key Tips How to Present Monthly Business Report

When you create a presentation of your monthly business report, keep these few tips thanks your presentation will be more eye-catching and easier to remember:

  • use a highlight color to emphasize key factors and headlines,
  • customize tables and charts for clear structure and readability,
  • keep the layout simple and clean,
  • remember about white space and contrast text,
  • consider using graphics such as icons or subtle background images to complement the text and enhance visual appeal.

By following these basic design principles, you can create a compelling presentation that leaves a lasting impact on your audience.

Resource: Monthly Business Report with Financial Performance Review PowerPoint Template

The examples above used the graphics from an Monthly Business Report with Financial Performance Review (PPT Template).  All slides are available in the infoDiagram collection of presentation graphics.

Moreover, you can extend your data presentation with the Listed Company Financial Report Presentation (PPT Template) right here.

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    Free - Portfolio Annual Review PPT Template. An annual report is a complete report on a company's process throughout the preceding year. These slides are planned to give shareholders and other interested people information about the company's activities and financial performance. This free PPT has clip art and images of all the fields like ...

  20. 20 Annual Review Templates & Examples for Year-End Reviews

    It features high-quality icons and data widgets to represent employee ratings. This visual annual review template is a great pick for all business types — simply add your company logos, images, colors and fonts to this template to make it your own. 11. Team Leader Annual Review Template.

  21. Presenting Monthly Business Report with Charts and Tables in PowerPoint

    By following these basic design principles, you can create a compelling presentation that leaves a lasting impact on your audience. Resource: Monthly Business Report with Financial Performance Review PowerPoint Template. The examples above used the graphics from an Monthly Business Report with Financial Performance Review (PPT Template).