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10 Best PowerPoint Templates for Finance Presentations

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

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

What is a Finance Presentation?

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

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

ALSO READ: Best Business PowerPoint Templates For Presentations

Importance Of Finance PowerPoint Presentations

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

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

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

10 Best Finance PPT Templates 

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

Financial Results PowerPoint Template

Balanced Scorecard KPI PowerPoint Template

Financial Summary PowerPoint Template

Financial Ratios PowerPoint Template

• Balanced Scorecard Strategy PowerPoint Template

Pricing Table Infographics PowerPoint Template

Cash Position Waterfall Graph PowerPoint Template

Financial Cycle Management PowerPoint Template

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

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

Financial Result PowerPoint Template

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

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

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

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

Balanced Scorecard Strategy Map PowerPoint Template

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

EXPLORE: Exclusive Collection of Finance PowerPoint Templates

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

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

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

ALSO READ: Best Free PowerPoint Templates

Asset Financial Analysis PowerPoint Template

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

ALSO READ: Best Marketing PowerPoint Templates

Financial Charts And Graphs Isometric PowerPoint Template

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

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

ALSO READ: Best Websites for PowerPoint Templates

Presentation Tips For Effective Finance Presentations

Here are some presentation tips for effective finance presentations:

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

ALSO READ:  Best Google Slides Templates for Presentations

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

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

How do I structure my financial statements in PowerPoint?

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

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

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

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

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

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

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

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• Presentations

Financial Presentation Templates

Create your next data-driven slide deck with Visme's financial presentation templates. Choose from dozens of data widgets, more than 16 chart types, millions of images and thousands of high-quality vector icons. Choose the backgrounds that suit you best, and edit them with ease right from your browser.

Risk Analysis Presentation

Walk your audience through conducting a risk analysis with this finance presentation template.

Portfolio Analysis Presentation

Use this presentation template to analyze the performance of your portfolio and potential returns.

Expense Management Presentation

Share your annual expense data with stakeholders using this presentation template.

Sales Budget Presentation

Present your project's financial plans and ambitions with this sales budget presentation template.

Construction Budget Presentation

Break down your project goals, strategies and budget with this professional presentation template.

Financial Analysis Presentation

Share important financial information visually with stakeholders using this presentation template.

Accounting Presentation

Use this presentation to break down key accounting metrics, financial statements and ratios.

Shareholder Presentation

Use this presentation to share information with shareholders like past performance and future projections.

Investment Analysis Presentation

Explain evolving investment trends and present your analysis using this presentation template.

Financial Statements Presentation

Bring boring financial statements to life with engaging data visualizations in this presentation template.

Cryptocurrency Presentation

Communicate your crypto trading strategy in an easy and understandable way with this presentation template.

Sales Strategy Presentation

Communicate your sales strategy in an easily understandable way with this presentation template.

Cost Benefit Analysis Presentation

Determine the feasibility of your projects with this cost benefit analysis presentation template.

Business Loan Presentation

Secure the financial loan you need to grow your business with this engaging presentation template.

Marketing Budget Presentation

Share your marketing budget with stakeholders using this professional presentation template.

App Development Budget Presentation

Share the budget considerations of your mobile app project with this presentation template.

Financial Projections Presentation

Present your yearly financial projections visually with this professional presentation template.

Financial Report Presentation

Who says financials have to be boring? Use this creative financial presentation template to present numbers in style.

Balance Sheet Presentation

Convey your financials more effectively with the help of this balance sheet presentation template.

Police Department Budget Presentation

Draw attention towards the pressing need of a budget increment using this presentation template.

Debt Collection Strategy Presentation

Present your debt collection strategy with this professional-looking presentation template.

Marketing Budget Presentation Modern IT

Manage your marketing budget more effectively with this all-inclusive Marketing Budget Presentation Modern IT template.

Coffee Lover Statistics Presentation Modern

Take your audience on a caffeinated journey with this modern presentation template.

Investment Research Presentation Modern

Present investment research in a compelling manner with this modern template.

Free Financial Presentation Templates by Visme

Financial presentations are always difficult to put together because you're trying to service a number of critical masters, all at the same time. Yes, you need thinks to look sleek and professional – but you're also trying to tell a story as well. You have to keep people interested in what you're saying and you must play to the strengths of visual communication, which are all things that Visme's presentation software was designed from the ground up to help you do.

With hundreds of features, thousands of free images and countless terrific financial presentation templates to help get you started, you finally have all of the tools you need to broadcast your message in the most exceptional way possible to the entire financial world. Just choose the backgrounds that fall in line with what you're trying to accomplish and edit them with ease right from your Web browser - it doesn't have to be any more difficult than that.

Create Your Presentation Now

Create a Perfect Financial Slide (Tips Examples & Templates)

Learn to create engaging financial slides for startup pitch decks with insights from top examples. Discover digital tools to enhance your presentation.

6 minute read

helped business professionals at:

Short answer

What is a Financial Slide in a Pitch Deck?

A financial slide in a pitch deck provides a snapshot of a startup's current financial status and future projections. It showcases key metrics like revenue, expenses, and profitability, offering investors insight into the company's monetary health and growth potential.

How to Craft an Artful yet Scientific Financial Slide for Your Pitch Deck

Creating a financial slide for your pitch deck necessitates a blend of investor assurance and financial foresight demonstration.

Begin by constructing robust financial models, and employ clear, visually engaging elements such as bar graphs, line charts, and pie charts to depict crucial metrics including projected revenue, expenses, EBITDA, and cash flow for the upcoming 3 to 5 years.

These visual elements not only enhance comprehension but also make data digestible, ensuring investors remain engaged during the presentation.

It's imperative to clearly state the underlying assumptions behind your projections, and when feasible, juxtapose them with industry benchmarks to provide a comparative perspective.

Let’s delve into why it’s pivotal and how you can master it.

Why is the Financial Slide Crucial in a Pitch Deck?

The financial slide in a pitch deck is crucial as it offers a clear picture of a startup's financial health and future prospects.

It helps investors gauge the viability and potential return on investment, building trust and making the funding pursuit compelling and convincing.

5 benefits of having a well-constructed financial slide in your pitch deck:

Investor Assurance: Gives a clear view of financial viability and revenue potential.

Strategic Planning: Aids in aligning financial goals with business strategy.

Performance Metrics: Showcases key financial benchmarks for growth monitoring.

Risk Assessment: Helps in evaluating and mitigating financial risks .

Future Funding: Lays a financial foundation for securing further investments.

What is the Importance of Portraying Financial Health?

Portraying financial health goes beyond just showing what you have in the bank. It's about how well you manage resources, generate revenue, and plan for future growth.

Use realistic projections, backed by solid data.

Highlight past financial milestones, if any, to build credibility.

When discussing feasibility, it's about showing your understanding of the market and how you plan to maneuver your startup in the midst of financial uncertainties.

Dropbox's Pitch Deck Example: Dropbox effectively illustrated user growth alongside revenue projections, painting a compelling, credible financial narrative that enthralled potential investors.

What Constitutes the Core of a Financial Slide?

The core of a financial slide rests on simplicity, truth, and foresight.

Avoid financial jargon, be transparent with your current financial status, be realistic with projections, and showcase a well-thought-out financial strategy for the future, to craft a compelling narrative for potential investors.

6 basic components of a financial slide:

1) Balance Sheet Overview

The balance sheet is your financial snapshot, showcasing your assets, liabilities, and equity. It should be simple, clean, and easy to digest at a glance.

Use visual aids like graphs or pie charts to represent the data.

Show a brief comparison with industry standards or competitors if possible.

2) Income Statement Summary

This section demonstrates how your company has performed over a specific period.

It clearly depicts your revenue, expenses, and net income , providing a transparent financial snapshot for potential investors to scrutinize.

3) Financial Projections

Financial projections are where you get to shine a light on your foresight. It's where you paint a picture of financial growth and stability.

Back your projections with data, market trends, and a solid business strategy.

4) Marketing Budget Estimation

Your marketing budget is a reflection of your understanding of the market and your strategy to penetrate it.

Example: Showing how a specific percentage of your budget will be used for different marketing strategies and the expected ROI can be helpful

5) Growth Projection

Growth projections should mirror your ambitious yet achievable targets, laced with a realistic timeline.

Tip: Align growth projections with industry standards and market trends.

6) Gross Profit Margin

This metric showcases the efficiency of your business model, where a higher margin indicates better efficiency and potential profitability.

Compare with industry averages to show your standing.

Highlight any positive trend in improving this margin.

Share strategies to enhance this margin in the future.

3 Expert Advice to Make Financial Slides Easily Digestible

Complex financial data can be challenging to navigate, but with the right approach, it can be made digestible, engaging, and informative.

1) Visual Representation

Charts, graphs, and infographics are excellent tools for simplifying complex financial data.

Incorporating interactive tools is essential as they engage investors better, allowing them to explore data at their own pace, and providing a deeper understanding of your financial narrative.

2) Simplification of Financial Terms

Avoid jargon and use simple terms to explain your financial position and projections. If a term needs to be used, explain it briefly.

In case a term like "EBITDA" must be used, briefly explain it as, "a measure of a company's operational performance, excluding costs of capital investments and tax implications.

Tip: A glossary slide at the end can be useful for investors to refer to.

3) Consistent Formatting

Maintain a consistent format for presenting financial data to help the audience follow along without getting lost in varying styles or formats.

Your pitch deck is a gateway to endless possibilities, and the financial slide is its cornerstone.

Getting it right means you're a step closer to making your startup dream a reality.

2 Exemplary Financial Slides from Renowned Pitch Decks

Observing and learning from the success stories in the startup ecosystem can significantly aid in honing your pitch deck.

Several renowned startups have excelled in portraying their financial narratives creatively and effectively.

Key insights:

Benchmarking Success: Examining successful pitch decks can provide a benchmark for creating an engaging financial slide.

Storytelling through Numbers: How numbers are not merely figures but narrators of a company's journey and potential.

For enhanced storytelling in content design , merge text, images, and multimedia into engaging "scenes." Segment your content, add multimedia, and let readers control pacing for optimal experience.

Here are 2 examples of effectively showcasing revenue growth:

1) Dissecting Dropbox's Revenue Projection

Dropbox’s pitch deck was a masterpiece in displaying a clear revenue projection alongside user growth, making their financial narrative compelling.

The correlation between user growth and revenue growth in Dropbox's pitch deck reflects a realistic and promising financial trajectory.

2) Airbnb's Historical Revenue Growth

Airbnb showcased its revenue growth effectively, portraying a success story that investors could buy into.

When Airbnb highlighted its historical financial growth, it provided a strong base for illustrating future financial projections.

Dissecting the Blue Guy Kawasaki Financial Pitch Deck Template

The Guy Kawasaki pitch deck template is revered in the startup ecosystem for its simplicity and effectiveness.

Here's a dive into its financial slide structure and content.

Structure and Content Analysis

The template emphasizes a 10/20/30 rule - 10 slides, 20 minutes, and a 30-point font .

The financial slide adheres to these principles, ensuring clarity and brevity.

Sticking to a simplistic structure while ensuring all vital financial data is presented comprehensively.

Highlighting Key Metrics

Focusing on key metrics rather than bombarding them with numerous financial data can help in keeping the investors engaged.

Showcasing the cost of customer acquisition, lifetime value, and burn rate in a clear, understandable manner.

How Can Digital Tools like Storydoc Aid in Creating an Engaging Financial Slide?

Creating an engaging financial slide involves a blend of storytelling, data analysis, and aesthetic presentation. Digital tools like Storydoc can be invaluable assets in this endeavor.

Streamlining Branding Across the Pitch Deck

Starting with a template, tailor it to echo your financial narrative, ensuring cohesiveness. Customize colors, graphs, and data points to mirror your brand's identity.

Leverage Storydoc's interactive charts and real-time collaboration to enrich your financial slide.

Consistent brand representation across the pitch deck fosters a professional, trustworthy image for potential investors.

Utilizing interactive charts lets them delve into the data at their pace.

Here’s an example of a financial slide:

Exploring Storydoc’s Financial Templates

Storydoc offers a variety of templates that can help in crafting a financial slide that's not only informative but visually appealing.

Choosing a template that aligns with your brand and the story you wish to tell.

Here are examples of financial slide templates:

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I am a Marketing Specialist at Storydoc, I research, analyze and write on our core topics of business presentations, sales, and fundraising. I love talking to clients about their successes and failures so I can get a rounded understanding of their world.

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30 Best Finance PowerPoint Templates in 2024

Best Premium Finance PPT Templates

If you're creating business and finance presentations, a great finance PowerPoint template can help. Use a premium finance PowerPoint template to win over potential investors.

Find the best business finance PowerPoint templates for your presentation. Check out Envato Elements to find premium finance templates like the ones mentioned below:

Finance - PPT Financial Template

The finance PPT background features three premade color schemes. It also includes 12 master slides, slides for your business history and financial information, placeholders, and more.

Clean Finance Powerpoint Template

With this finance PPT template, you'll get more than 30 multipurpose slide designs, and they're all easy to customize. Choose one of the five pre-made color schemes as a starting point for your design.

Paycheck - Finance PowerPoint Template

This finance PPT template uses yellow as an accent color, but you can customize it to match your brand. You'll find a total of 33 slides and image placeholders for easy editing. This finance template comes with vector graphics.

Minimalist PPT Finance Template

By downloading this finance PPT template you'll get 30 unique slide designs. You'll also find image placeholders to make your next finance presentation better. It's one of the best PowerPoint templates for finance presentation.

Beautiful Finance PowerPoint Template

You'll get 50 unique slides in light and dark versions, 6 PPT files, vector icons, elements and maps, full documentation, and plenty of other perks that will help you produce a clean and professional finance presentation.

Epurse - Technology and Finance Template

Create a creative and engaging finance presentation. It's one of the best PowerPoint templates for finance presentation. Comes with 30 slides, HD format, 300 free icons, and more. 

Green Finance Presentation Template

If you're looking for 30 beautifully-designed slides that will help you tell your financial story accurately, this PPT financial template is fully editable and has other premium features.

Gocash - Finance PowerPoint Template

This is a versatile, multipurpose PPT financial template thanks to its 97 slides in light and dark versions, customizable graphics, drag and drop editing, and unique mockup devices.

Succed - Business and Finance PowerPoint Template

Take advantage of the 70 master slide layouts, easily editable elements, and professional design in this finance PowerPoint template for your finance presentations.

Cashie - Finance PowerPoint Template

For a cool, stylish, and effective finance PPT template, download the Cashie finance presentation template. Its 97 master slides in dark and light versions will make it worth your while.

Crypto - Finance Presentation Template

Are you looking for the newest finance presentation template? 30 creative, unique slides and over 500 vector icons make Crypto a fantastic option to spread your message across.

Club - Finance PPT Template

Create an electrifying finance presentation with this out-of-the-box PPT financial template. Its exciting design, 12 files, 3 pre-made color themes, and other incredible features make it a must.

Blockchain Infographic - PPT Financial Template

Stop looking for the best finance PPT templates free download. Instead, consider the premium assets of this finance presentation template: 30 slides, fully editable content and free fonts.

Approach - Finance Presentation Template

This finance template PPT shows the best way to present data in a visual way. Its over 100 slides, colorful style, effective dashboards, and speed charts will do you well.

Globe - PPT Finance Template

Pitch your sale or share your business history with the Globe PPT finance template. You'll have the chance to do it with 32 versatile slides, standard and widescreen dimensions and 5 color variations.

Company Profile - PPT Finance Template

Use its 1,200 total slides, 30 unique slides, and 5 pre-made color palettes for financial consulting, business portfolio, corporate presentation or any professional purpose.

Vegapunk - Pitch Deck PowerPoint Template

This finance PPT presentation is a full package with 60 total slides, 30 unique slides, 2 color variations, and drag and drop editing to make your life easier.

Transform - Finance Presentation Template

You will need nothing else when you get this download with its 1,200 slides, 5 pre-made color variations, and unique and modern layouts for infographics, testimonals, mockups, and other slides.

50:50 - Finance PowerPoint Template

Pictoral, infographic, photo layouts, process, team, maps, charts, device, among other slides are just some examples of what you can do with the over 50 unique slides in this template.

Creatic - Finance PowerPoint Template

For a unique, multipurpose, clean, creative, and simple presentation, go for the Creatic template. You can do anything you want with over 50 slides that are fully and easily editable.

Business Consulting - Finance PPT Template

Don't stress about having to customize your presentation to make it your own. You can grab this template and bend every one of its 1,200 slides to your needs and preferences.

Oriola - Business PowerPoint Template

Let's say you don't have any experience with any editing software. No worries! You can edit this template and its 50 professional slides entirely in Microsoft PowerPoint. It's one of the best templates for a finance presentation.

Investment & Financial Consulting PowerPoint

Whether you are in finance, technology, consulting, marketing, banking, accounting, and similar fields, get this finance PPT template. With drag and drop editing, you can adapt this template in a few minutes.

Forlios - Portfolio and Finance PowerPoint Template

To captivate your audience with a bold design, try Forlios. You can use this modern layout to present your data in a visually appealing way. It comes with 30 slides and master slides, free fonts, and more.

Geldeen – Technology and Finance PPT

A great presentation needs premium graphics, a professional design, and high-quality content. Make it happen with the Geldeen PPT financial template.

Avedo - Business PowerPoint Template

Create a pitch deck that will dazzle your audience. This PPT financial template comes with 16 files, green purple and orange color schemes in light and dark versions, among other premium features.

Alaza - Finance PowerPoint Template

Interesting shapes, electrifying colors, 40 master slides, free fonts, free support, mockup devices, and vector-based icons make up this download. Grab it and start exploring it today!

Business Finance - Finance Presentation Template

The infographics, visual elements, and focus of this template are meant for a financial presentation. You can search for free finance presentation templates, but you may not find this level of design.

Finco - Finance PowerPoint Template

This level of customization is unmatched! Finco has 65 unique slides and over 90 color themes. This means you can express yourself and your brand accurately and professionally with this finance presentation template.

Mony - Finance PPT Presentation

Finally, there's this feature-rich beauty. The Mony finance PPT presentation template comes with 40 premium slides, drag and drop editing, free fonts, documentation, and all you could wish for.

Premium finance PowerPoint templates feature easy-to-customize elements for high finance concepts. They'll also include a variety of slides, as well as charts, graphs, icons, maps, and more. You can't go wrong with them!

Check out our business and finance PowerPoint templates over on Envato Elements. Get access to all of them and tons of other premium digital assets for a low monthly fee!

Editorial Note: This article has been completely rewritten to make it more usable for the reader.

• Integrations

How to make a financial presentation interesting in 7 steps

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Let’s face it; financial data has a reputation for being boring and a financial presentation can fill even the most devoted professionals with dread.  

To change this perception, you need to create a financial data presentation you’re excited to give . Hold the interest of your audience instead of making them feel like they are being held captive. Use these tips to make a financial presentation interesting and make sure people listen to what you have to say.

1. Communicate the story behind the data

People respond to stories better than data and figures. When you plan your business presentation, plan to tell the who, what, when, where and why behind the numbers. Data will appeal to people's analytical brains, but to maintain their interest you also have to use examples to explain who the numbers affect, where the figures come from and why they are important.

You don't need to be a born storyteller to do this, you just have to go a bit deeper. So rather than simply saying 'These are the projections for next year' or 'these are our business goals', go further and and talk about where that projection has come from, what has and can still influence it, and why it's important for your audience to know.

But, remember this: keep it simple. In the words of the great Steve Jobs :

'That’s been one of my mantras – focus and simplicity.'

2. Follow the 10-20-30 rule

PowerPoint presentations used to be great, but overused and, quite frankly, poorly-made presentations have branded them an instrument of evil in meeting rooms around the world.

But, there is hope.

Guy Kawasaki's 10-20-30 rule is simple: a presentation should include:  ten slides , last twenty minutes, and use thirty point font .

By following this process, you keep the presentation concise and it forces you to get to the point. This sets up ideal conditions for your audience to tune in to what you're saying.

3. Hide your notes and bullet points

There’s nothing wrong with a handout or takeaway, but if you put your whole business presentation on the handout or on the screen behind you, your audience will read ahead and then tune you out. It's a fact of human nature and we've all done it at least once in our careers.

Make sure your handouts and slides don’t detract from what you're saying. Remember that you and what you have to say are the main event. Keep your slides simple and then expand and explore with your own commentary.

In the words of Mary Angelou : 

'People will forget what you said, people will forget what you did, but people will never forget how you made them feel.'

4. Make it picture perfect

Too much text will kill any presentation. People just don't respond to blocks of uninterrupted information. To make a financial presentation interesting, slides ensure you have at least a few interesting and relevant graphics. A well-designed, simple presentation will catch your listeners’ eyes and attention.

If design isn’t your thing, apps for finance like Roambi  or Collabmobile turn data into attractive visuals that will back up what you have to say. And, if it's appropriate, throw in a funny picture or gif to illustrate a point. We're all human and making us crack a smile during a data-heavy presentation can be refreshing.

5. Channel the pros

Once you’ve planned what to say and what materials you will use, you have to know how you're going to say it. This means learning to communicate with your audience by taking some tips from the masters .

Warren Buffet, financial investment guru, talks about finances all the time, and if you watch his talks online, he’s a charming, relatable speaker , not boring at all. When Steve Jobs spoke , he took technical information and made it interesting.

How you talk affects how people listen, so work on your public speaking abilities even if you only present in the meeting room.

6. Arrange for discussion

People are more interested in conversation than a speech. To engage your audience in your presentation, allow time for discussion. They might have plenty to say or nothing at all, but it's always good to offer the floor for comments, questions and suggestions for improvement. Interaction reigns in the attention of the audience since they have to participate and prove they've been listening.

7. Open and close

Steve Jobs began keynotes with ‘I have four things I want to talk about today.’ Guy Kawasaki's talks always consist of ten points. By doing this, they are letting their audience know how long their talk is going to last so that the audience know how long they have to concentrate for.

Letting them know what to expect in terms of how much material you have to cover gives your audience something to watch out for and helps them to follow along, knowing there's a fixed endpoint. On your final point, include a ‘and just one more thing’ to let them know you're coming to a close.

If you have a lot to cover, try to find a way of condensing it down into fewer points because if you start your presentation by telling the audience you have 25 things to cover then you're in for a collective groan and disengagement (plus, it's not good for business productivity ).

Make a financial presentation interesting

Financial presentations don’t have to be boring and a meeting about finance no longer has to fill your colleagues with dread.

Giving meaning to your numbers, making your financial information visual and interesting to look at and engaging with your audience will help ensure your finance meetings become the highlight of your colleagues calendars, not the dread of their diaries.

You might not get it right the first time, but as long as you're always trying to improve, you'll get there - and your audience will thank you for it.

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• Present financial information visually in PowerPoint to drive results

If you work in a company that generates money, financial presentation is a part of its reality. Finance professionals are responsible for organizing all performance data to display financial information to stakeholders and explain investments, revenue, or loss. Almost every week, these specialists present financial slides with PowerPoint crammed with numbers and lines of text.

If you are a financial professional, you would probably like not to deliberately torture your listeners. One way is to address our skilled people from a presentation design company since we know what your board members and executives expect and want. Another way is to find better ways of presenting reports that keep the attention and provide enough credible information. Therefore, let’s reflect on how your financial PowerPoint presentation can drive your results.

How to Present Financial Information?

Unfortunately, if people do not possess great experience or presentation skills, they create not compelling, not differentiated, and not professional presentations. They make typical mistakes like a sheet of text with no space or numbers that never end.

Consider the following recommendations to improve your PowerPoint financial presentation:

• Using PowerPoint slides is not the best format for lengthy statement use. You should use PowerPoint slides only to highlight key points.
• If some slides require detailed explanations, supplement them with a printed report.
• Show the data in discrete animated segments throughout the slide to deliver data in a clearer way.
• Give only one statement or statistics per slide.
• Use bars, graphs, and charts instead of countless numbers and percentages.
• Use maps together with animation to make the presentation of the sales data more visually appealing.
• Combine logos, images, text, and animated graphics evenly to keep the attention.

Here is a great example of a correct slide: one comprehensive statement per slide, use of bars, and animated data.

But the main advice is to imagine yourself in the chair of an executive, CEO, or board member. Does your presentation give confidence in the company’s financial achievements? Do you know what these numbers really mean? Do you understand what the slides are trying to say? Is this chart easy to grasp? Do these colors attract attention? And many more questions to ask yourself before presenting financial information. Make your credibility pop out properly!

Why is PowerPoint Good for Financial Presentation Slides?

Powerpoint slides are visually consistent.

For example, to emphasize the consistency point, you can use one color palette for all slides and one font family throughout the whole presentation. It helps viewers to move from one slide to another with less resistance. It refers to techniques that display text and slide transitions between presentation sections.

Here is an example of a visually attractive slide with one color palette to help the audience perceive better.

The more, the merrier is not a good approach

If you’ve seen financial presentation examples in ppt, you might notice that good ones are simple, straightforward, and clear in their message. PowerPoint provides a lot of visual opportunities, but it also invites you to be frugal in the use of animations and other motion graphics. The slide has boundaries, and you’d notice that you overdid.

Take a maximum of charts

Bars, graphs, and charts are underestimated elements of PowerPoint. Some of them are hard to create, but practice makes perfect. Besides, use typical pie charts along with, e.g., non-traditional cascade charts to impress people. If you look for something unusual, google slides design to find skillful and proficient assistance.

Here is an example of simple chart usage, but it still looks more attractive than writing pure numbers everybody hates.

How to Present a Financial Report or Types Financial Presentation

Financial investor presentation.

Investors and lenders always have a lot of opportunities to invest. It means you have to create a PowerPoint presentation on finance that stands out and captivates both their attention and capital. They’re looking at projects day in and day out, so you need to do your best to fit into their portfolio.

So, we know they are looking for something unique and compelling to differentiate their portfolio. But how to make your presentation the one and the only?

• Start the draft with the table of contents and define the audience.
• Remember that every slide must answer the “Why you?” question.
• Avoid wordy and bland slides that make people indeed bored.
• Avoid extensive Excel spreadsheets and transform them into more attractive and easier-to-understand graphs.
• Create a branded presentation look that will resonate with investors.
• Create “Why?” slides with key highlights and answer them: Why this region? Why invest here? Why now?
• Every slide must give investors confidence in your company or startup’s success and credibility.
• Talk about the things you really know and spend time learning them to answer possible additional questions after the presentation.
• Investors are smart people, but everyone likes stories more than dry financial facts.

80% of what investors are looking at is bland, so make sure you are in the top echelon to get a desirable investment.

Presentation on Financial Planning

If your company plans to raise more money, connect with new partners, or invest in smaller headquarters, it needs a financial plan to avoid losing money or getting into debt. Thus, financial professionals are invited to analyze the current situation and propose a solution accompanied by attractive PowerPoint slides.

• Presentation slides for finance planning include many numbers. So, your task is to resolve questions like “What is this slide about?”.
• It is your task to guide people to where you want them to look. Do you want them to go from left to right or vice versa? Make sure you decide before the actual presentation.
• When telling about financial planning numbers, you need to give your subsequent opinion to preceded questions like “How is it going to impact our business decisions?”.
• The financial plan must include the client’s objectives and financial situation, your analysis, proposed strategies/solutions, and the implementation plan schedule.

Despite many numbers on the slide, the table is constructed well, and it doesn’t even need additional explanation.

Balance Sheet

A balance sheet is the bigger picture of a business that takes into account all assets and liabilities. You should add it to the main presentation.

However, the balance sheet is not an impactful display of financial data, and it doesn’t make it easy to grasp a quick picture of the company. Even if you’re good at using PowerPoint presenter features like a laser pointer or highlighter, it’s still challenging to deliver a clear message about the company’s finances.

We advise the next steps to create comprehensive balance sheet slides:

• Dissect the report into small pieces that are easier to assimilate.
• Use those parts to build an overview for the audience that sees it first.
• Follow the overview with additional analysis in one or more slides.
• Use bars, graphs, and charts for income statements.
• Avoid adding a lot of text with more explanatory comments.
• Speak additional explanations with references to information in the slide.

Since they are located in neighboring financial realities, you can use these recommendations for the balance sheet, cash flow statements, or income statements.

Why Does It Matter to Present Financial Data to Your Executives Effectively?

For most presenters (beginners especially), executives look like dark and super strict people who do not know what they want. Meanwhile, they just want to know, e.g., the company’s revenue, debt size, number of investments in the previous month, etc. Commonly, they get bored or angry if your presentation complicates everything and just wastes their time.

To begin with, walk yourself through these questions to present effectively:

• What information is needed?
• What will it be used for?
• Who will see the information?
• How does it need to be presented?
• What does my audience expect from me or this presentation?

Presenting data can be intimidating if you do not understand what people want from you. You should always ask for clear instructions or expectations to deliver the needed information. If you want satisfied executives, you should tell a financial story by splitting your slides and describing all charts with words and some analysis that simplifies every number.

Your next financial presentation can be a career booster. Or, it can be just a lost opportunity to showcase your knowledge and skills. If you consider the information presented above, you have more chances to rise above the crowd due to presenting financial data in visually compelling ways. If you can’t, you could remain stuck in the mosh pit. However, if you use non-traditional forms of presenting financial reports, you increase credibility and positively impact the company’s strategy and your career perspectives.

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Annual report design templates and tips: how to tell a great story with financial data in 2023

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20 Best Finance PowerPoint PPT Templates for 2024

Are you fed up with humdrum, monotonous financial slides? Explore our Best Finance PowerPoint PPT Template for a compelling PowerPoint Presentation. Whether a businessman or a company manager, you need Finance presentation slides to win over the investors. Finance templates for PowerPoint presentations will aid you in attracting investors by showing your company’s fundraising plans and current fiscal position.

This finance PPT template combines 19 Best Finance pitch decks with various designs, including PPT graphs, charts, and diagrams for an end-to-end finance presentation. Use them with your finance PPT collections and give stunning information about financial matters. Apart from the business managers, academic experts can download the best finance PowerPoint Templates for 2024 . Hoping that you might find one that suits your requirements! Discover our extensive collection of finance presentation templates, including our captivating finance PowerPoint template and innovative green and black PowerPoint template , offering diverse options to elevate the impact of your presentations!

1. Animated finance pitch deck for PowerPoint

USE THIS TEMPLATE

Animated finance pitch deck PowerPoint is a futurist design that contains 60 slides of finance presentation templates to overview the annual report in a single deck presentation. Starting from the company intro PPT to the thank you presentation, PowerPoint allows the user to imprint all data with modern graphical items.

2. Finance flat dollar coin icons PowerPoint presentation

The comparison diagram template for finance presentation has been created with a symbolic presentation icon representing money and finance’s overt character. In addition, the finance PPT template has a two-column list that is ideal for comparing financial matters with future year allocations.

3. Smart Bank Isometric PowerPoint Template

Do you want to show banking revolutions with animated vector ppt designs? The attractive finance presentation slides illustrate the smart banking options you provide for smart depositors. This is the best finance template focusing on digital banking with IT technology. So, don’t miss out on adding this smart banking isometric PowerPoint template to your banking website and your finance PowerPoint collections.

4. Annual report template PowerPoint

Do you need a clean and clear finance presentation template to display company history and financial status? Then this annual report template for PowerPoint presentation will save your time and effort as it is a pre-made presentation design. You’ll also get a complete finance slide with 48 templates that allow customizing to add your themes and contents on the PowerPoint. Furthermore, this annual report ppt template has graphs, charts, a Pie diagram, a SWOT analysis template, a comparison slide and many more essential vector images for a ppt finance presentation.

5. Financial growth PowerPoint Template

Get an intelligent and simple template that represents financial growth symbolically. The economic growth PowerPoint template is ready for your financial projections in 2024. Normally, growth could be displayed using organic substances. The plant PowerPoint design is ideal for showing financial development with the dollar coin metaphor. Business professionals, asset managers, or equity brokers can communicate their financial growth ideas through this 2- slide ppt fiancé template.

6. Revenue model PowerPoint template

The finance PowerPoint slide shows a stacked coin metaphor presentation. The minimal ppt template may be perfect for introducing company growth strategies with revenue outcomes. The revenue model template primarily features growth based on product and service demand. You can show the exact plan for revenue generation using the best finance presentation slides.

7. Business financing expansion ideas diagram for PowerPoint

A variety of designs will escalate your presentation to the pinnacle. Sometimes, a piece of silence may convey tons of meaning. Similarly, our designs will navigate the viewer to the next port of ecstasy. For example, the business expansion idea PowerPoint template is such a metaphoric template that it uses the bulb as the universal icon of idea generation. Likewise, the finance template is a perfect business PowerPoint design for transmitting finance expansion ideas.

8. Cryptocurrency PowerPoint Template

Trending images are best for PowerPoint presentations. For example, cryptocurrency is a hot trend in the financial market, so you can give a note on investments in cryptocurrency. The financial PowerPoint presentation template of cryptocurrency is the latest ppt design for fund managers.

9. Financial Management PowerPoint Template

Financial management in childhood might have started with piggy banks. So, Piggy bank images in PowerPoint are the best finance presentation slides for investment classes. The financial management Powerpoint and Keynote slides are ideal for displaying finance control and investment concepts. Download best finance ppt designs and make penetrating PowerPoint presentations on financial matters.

10. Financial report PowerPoint Template

Table PowerPoint templates enable the best financial PowerPoint presentation with facts and figures. The financial report template is a resizable vector graphic that helps detail company financial statements accurately displayed with the simple table ppt slide. Moreover, the intro slide is a common starting template that will make it suitable for any business presentation focusing on economic matters.

11. Data-Driven Line Chart PowerPoint Template

Often at times, PowerPoint presenters need a scatter plot or a line graph showing the growth of different items in a single graphical form. This data-driven line chart PowerPoint is not only a financial chart but will also help detail the organization’s overall development over the periods. However, it could be a financial presentation template since it shows different value points.

12. Accounting PowerPoint Template

The accounting PowerPoint template is an intro slide that comes as a single design. You can add this finance PPT template with your presentation slides to introduce your agenda in an easy-to-understand manner.

13. Comparison Bar Charts PowerPoint Templates

If you can add accurate data set to compare finance over time, your viewers may be impressed with your preciseness and accuracy. So, when going through the financial data presentation, you must add a comparison PowerPoint chart to display your cemented documents. Our financial presentation slides are combined with statistical PowerPoint designs that ease your knowledge transmission without distorting actual figures and facts.

14. Finance review template for PowerPoint and Keynote

Are you looking for the latest PowerPoint designs? Then, the finance review template is for you. This symbolic design will capture your audience even if it shows a typical investment layout such as a piggy bank and hand-dropping coin in the pot. In addition, the PowerPoint finance template contains a clustered bar chart that would make your data presentation helpful.

15. Business investment PowerPoint template

Complementary slides fit compiling with the rest of the designs you have. For example, the business investment PowerPoint template is designed to assist your following slides if they work for finance management PowerPoint presentations. You have many ways to account for this investment PowerPoint design since it denotes finance and money.

16. Investment pitch deck ppt template

The investment pitch deck PowerPoint template is an editable business profile presentation template that has doodle themes for finance PowerPoint presentations. In addition, the growth arrow, timeline template, and line chart create excellent PowerPoint themes for value creation. Finally, the customizable finance presentation PPT allows appearance changes and adds mockup presentation slides.

17. Dashboard PowerPoint Template

A dashboard PowerPoint template is an ideal finance presentation slide that shows a complete data presentation on one board. This is a great visual aid for the statistical presentation, enabling a quick view of KPIs and finance status. This dashboard ppt design contains line graphs, maps, bar charts, pie charts, scales, area charts and all components you need for finance data presentation.

18. Financial report metaphor PowerPoint presentation template

Try this financial report metaphor PowerPoint for a different presentation. The cartoon PPT design is a symbolic finance slides template on blue color background. It has plenty of text placeholders that may help create a detailed presentation about finance management. For example, income statement, cash flow statement, and balance sheet presentation could be a picture with the financial report metaphor.

19. Free 3d Pie Chart PowerPoint Template

DOWNLOAD FREE POWERPOINT

Are you looking for a free PowerPoint pie chart to show your budget allocations? Then, download a free 3d pie chart PowerPoint. Statistical diagrams are easily understandable, so you need not detail your data in texts. Instead, you can display proportions, ratios, and total sum using the 3d PowerPoint pie chart.

It won’t be hard to create the best finance PowerPoint templates if you would like to follow basic design principles. However, you may have time constraints to create professional PowerPoint designs. So, it would be best to have pre-designed slides to delineate your point. Please go through the SlideBazaar gallery and get your reward points after joining as our premium member.

At SlideBazaar, we help you create engaging and memorable presentations. Choose from our collection of professional templates or opt for our custom design services for a personalized touch. Your presentations deserve to be elevated to new heights, and we’re here to help you achieve just that!

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7 Tips for Creating Effective Financial PowerPoint Presentation: Best Practices and Techniques

Financial reporting is crucial for any business, as it provides valuable insights into company performance. It helps identify areas of improvement and helps make informed decisions. PowerPoint presentations have become a popular medium for communicating complex financial data in a visually appealing and easily digestible manner.

In this guide, we'll explore 10 tips for creating effective financial PowerPoint presentations that engage your audience and convey your message with clarity and precision. These best practices and techniques will help you transform your financial data into a compelling narrative . This will make it easier for stakeholders to understand and act on the information presented.

So, whether you're a seasoned finance professional or a newbie to financial reporting, these tips will help you enhance your presentations and make a lasting impact.

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1. Crafting a Clear and Concise Message

A successful financial PowerPoint presentation begins with a clear and concise message that accurately captures the company's financial state. To achieve this, consider the following steps:

Start with a summary of the company's financial state

Before diving into the details, provide an executive summary that briefly outlines the company's overall financial health. This sets the stage for the presentation and helps your audience grasp the key takeaways right from the start.

Prioritize crucial information

Identify the most important financial data that support your main message and prioritize it in your presentation. This approach helps your audience to quickly grasp the key points and their implications on the company's performance.

2. Planning and Design

An effective financial PowerPoint presentation requires careful planning and thoughtful design choices . Keep these factors in mind when creating your presentation:

Define the purpose and audience for your financial PowerPoint presentation

Before designing your presentation, identify the main objectives and the target audience. This will help you tailor the content and visual elements to their specific needs and expectations, ensuring your presentation is relevant and engaging.

Choose the right template and theme

Select a template and theme that complement your company's branding and presentation content. A consistent and professional design enhances your presentation's visual appeal and reinforces your company's identity. Make sure the template you choose has a clean and uncluttered layout, allowing your financial data to take center stage.

Use a consistent and professional color scheme

Opt for a color scheme that aligns with your company's branding and ensures readability. Stick to a limited palette of colors, using contrasting shades for text and background to improve legibility. Consistency in color choices across all slides helps create a cohesive and polished look, making your presentation more visually appealing and easier to follow.

Importance of IBCS in Business Reporting

Incorporating the International Business Communication Standards (IBCS) into your financial PowerPoint presentations can significantly improve business reporting consistency, clarity, and effectiveness .

IBCS provides a unified set of guidelines for designing visualizations and structuring content, enabling better communication and understanding of financial data.

By adhering to IBCS principles, you can ensure that your financial presentations are easy to comprehend and compare. This will facilitate faster decision-making and enhance collaboration.

Zebra BI add-ins are all IBCS-certified , which ensures that your presentations comply with these best practices and deliver maximum impact.

To learn more about IBCS importance and how to achieve it with Zebra BI add-ins, read IBCS - Achieve Consistent Reporting Across Your Company .

3. Utilizing Charts and Visualizations Effectively

In a financial PowerPoint presentation, charts and visualizations play a vital role in conveying complex data in a clear and engaging manner. To make the most of these visual elements, consider the following tips:

Limit to one or two visualizations per slide

Including too many visualizations on a single slide can overwhelm your audience and dilute the impact of your message. Focus on one or two visualizations per slide to effectively communicate the key points without overloading the viewer with information.

Avoid text-heavy slides and spreadsheets without context

Charts are essential in financial presentations, as they enable your audience to grasp the information quickly and easily. Minimize the use of text, financial numbers, and spreadsheets without context, and instead, rely on visual representations to convey your message. This will make your presentation more engaging and easier to comprehend.

Use the right chart types for your data

Select the most appropriate chart type to represent your financial data accurately and effectively. For example, use line charts to show trends over time, and bar charts to compare different categories. Choosing the right chart type will help your audience understand the data at a glance, allowing them to focus on the insights and implications of the information presented.

4. Ensuring Clarity and Simplicity in Financial PowerPoint Presentations

To make your financial PowerPoint presentation accessible and easy to understand, focus on maintaining clarity and simplicity throughout the presentation. Follow these guidelines to achieve this goal:

Use concise and clear language

When explaining financial data or adding context to visualizations, use clear and easy-to-understand language. Avoid jargon and technical terms that confuse your audience. Instead, opt for concise and straightforward language that allows your viewers to quickly grasp the key points.

Incorporate callouts to emphasize key information

To draw attention to critical data points or trends, use callouts that highlight the most significant aspects of your financial data. These callouts can take the form of labels, arrows, or boxes and should be used sparingly to ensure effectiveness.

Follow the PowerPoint 10/20/30 rule

When creating financial PowerPoint presentations, it's essential to follow the 10/20/30 rule , which is a straightforward concept to maintain your audience's attention and deliver your message effectively.

According to the 10/20/30 rule, an effective PowerPoint presentation should:

• Be no more than 10 slides long.
• Last no longer than 20 minutes .
• Use fonts no smaller than 30-point size .

However, it's crucial to note that the 30-point font size recommendation applies primarily to presentations on large screens. If you are presenting on a smaller screen or sharing your presentation via email or other digital channels, consider using a smaller font size. This still ensures readability while accommodating more information on each slide.

By adjusting your font size based on the presentation context and adhering to the 10/20/30 rule, you can maximize the impact and effectiveness of your financial PowerPoint presentations.

5. Storytelling with Financial Data

Effective financial PowerPoint presentations extend beyond displaying data; they tell a story that helps your audience understand the context and implications of the numbers. Using Zebra BI visuals, which have built-in comments options, makes it even easier to create a compelling narrative around your financial data.

Use these tips to create a compelling narrative around your financial data:

Explain the origins and impacts of the numbers

When presenting financial data, provide context by explaining where the numbers come from and what factors influenced them. This background information can help your audience better understand the data and its relevance to the company's performance.

Zebra BI add-ins' built-in comments make it simple to add these explanations directly to your charts and tables, ensuring your audience has the necessary background information to understand the data's relevance to the company's performance.

Describe the reasons for changes in costs or other financial metrics

If your financial data reveals significant changes in costs, revenues, or other metrics, explain the underlying reasons for these changes. By offering insights into the causes and effects of these shifts, you can help your audience grasp the broader implications for the company. Using Zebra BI add-ins, you can quickly and easily add these insights to your presentation , helping your audience grasp the broader implications for the company.

Create a narrative to guide the audience through the financial PowerPoint presentation

Structure your presentation in a way that leads your audience through a logical progression of information, building a coherent narrative around your financial data. This storytelling approach not only makes your presentation more engaging but also helps your audience retain information better. To achieve this, consider using transitions, headings, and summaries to guide your viewers from one section to the next and reinforce the key takeaways at each step.

6. Enhancing Readability and Engagement

To make your financial PowerPoint presentation more effective, focus on readability and engagement. Consider these strategies to capture and maintain your audience's attention:

Break down complex concepts into digestible sections

Divide your presentation into smaller, more manageable sections that cover individual topics or concepts. This approach allows your audience to process the information more easily and maintain their focus throughout the presentation.

Use icons and images to illustrate points

Incorporate relevant icons and images to support your financial data and make your slides more visually appealing. These visual elements can help clarify complex concepts and enhance your audience's understanding of the information being presented.

Incorporate interactive elements (if applicable)

Depending on your presentation setting and audience, consider adding interactive elements such as polls, quizzes, or Q&A sessions. These interactive features can help maintain audience engagement and encourage participation, leading to a more dynamic and memorable presentation experience. However, make sure to use these elements judiciously, ensuring they complement your content and do not detract from your main message.

7. Collaborating and Sharing

Collaboration and sharing are essential aspects of creating and delivering an effective financial PowerPoint presentation. Zebra BI add-ins, which are compatible with both service and desktop versions of PowerPoint on Windows and MacOS, further facilitate these processes.

To make the most of these features, follow these guidelines:

Utilize PowerPoint's collaboration features

PowerPoint offers various collaboration tools that allow multiple team members to work on a presentation simultaneously. Using this feature, you can collect input from different stakeholders , including finance and management. This will ensure that your presentation covers all relevant perspectives and data. To collaborate effectively, use version control, track changes, and add comments to discuss ideas or provide feedback.

Gather feedback and revise as needed

After sharing your presentation, encourage your audience and team members to provide feedback on the content, design, and delivery. Use this feedback to make any necessary revisions and improve your presentation, ensuring its relevance, engagement, and effectiveness. This iterative process can help you refine your presentation skills and adapt your content to better meet your audience's needs.

Ready to supercharge your financial presentations?

Try Zebra BI for Office for free. Don't miss the chance to create engaging financial presentations that drive results for free!

Creating an effective financial PowerPoint presentation requires clear messaging, thoughtful design, engaging storytelling, and seamless collaboration. By following the tips and best practices outlined in this guide, you can transform complex financial data into a compelling narrative that captivates your audience. This narrative communicates your message with clarity and precision.

Remember to focus on simplicity, readability, and engagement to ensure your presentation leaves a lasting impact on your audience.

As you continue to hone your skills and incorporate feedback, you'll master the art of financial PowerPoint presentations .

The result will be improved decision-making and business results.,

Related Resources

6 Powerful Tips for Crafting Outstanding Investor PowerPoint Presentations

Best practices for creating PowerPoint template for business presentations

IBCS - Achieve Consistent Reporting Across Your Company

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FAQs About Finance Presentation Templates

What are finance presentation templates.

Finance presentation templates are pre-designed templates specifically tailored for presentations focused on finance, such as financial reports, budget updates, investment proposals, and more. These templates often include charts, graphs, and tables that can be easily edited to display financial data.

Usefulness of these templates lies in their designed efficiency for presenting complex financial data in an easily understandable format. Besides, they also save a significant amount of time, as they reduce the need to create presentations from scratch.

Which software commonly allows the use of Finance Presentation Templates?

Most common software packages that support these templates are Microsoft PowerPoint, Apple's Keynote, and Google Slides. Many of these platforms have built-in finance templates, but you can also find numerous third-party templates available online.

These templates come with diverse design options and customizable features, allowing you to modify color schemes, text format, graphics, and more according to your company's branding and presentation needs.

Who can benefit from using Finance Presentation Templates?

Finance presentation templates are ideal for professionals and businesses that frequently work with financial data. They're particularly beneficial for finance departments, accountants, financial analysts, investment firms, banks, and even small businesses.

These templates can also be used for academic purposes. For instance, students studying finance or related fields might find them useful for presenting research projects or class assignments.

What types of finance topics can these templates cover?

Finance presentation templates cover a broad range of finance-related topics. They can be used for presenting success metrics, financial reports, budgeting data, financial forecasts, investment plans, business valuations, and much more. Some templates are even specialized for certain industries or sectors.

For instance, there are finance templates specifically designed for real estate, technology businesses, retail, and so on. The variety of templates available makes it easy to find a template that aligns with any particular finance topic you need to present.

Are Finance Presentation Templates customizable?

Yes, finance presentation templates are highly customizable. They are designed with flexibility in mind so you can modify almost every element to fit your specific needs. This includes changing colors, fonts, graphics, data display formats, and even the overall structure of the presentation.

By customizing the template, you can align the presentation with your company's visual identity and your specific communication style. Therefore, even though you're working off a template, the end result can be unique and personalized.

Home Blog PowerPoint Tutorials How To Create a PowerPoint Presentation of Financial Statements

How To Create a PowerPoint Presentation of Financial Statements

At SlideModel.com we receive several help requests from our users regarding Financial Analysis PowerPoint Presentations, mainly the presentation of Financial Statements data. We have previously wrote about this topic in our post  Financial Statement Templates For PowerPoint Presentations  with the objective to help users summarize relevant data and communicate the important conclusion extracted from the statements. The feedback was positive, but we are still requested to provide some guidelines on detailed statements. For this reason we will walk through our   Financial Statements PowerPoint Template  which provides comprehensive tables that provide higher level of detail. In order to have a higher visual impact and allow the message to engage the audience, the template also provides charts and ratios dashboards that will appeal to executive audiences.

• Financial data is complex
• Concepts are not intuitive
• The understanding and frame of references varies depending the audience.

This facts will drive your consolidated financial statements presentation plan.

The following sections will walk through financial statement presentation examples and will provide insights on how to tackle them.

Balance Sheet

The balance sheet by definition is a financial statement that summarizes an organization assets, liabilities and equity at a specific point of time (a snapshot). This three concepts provide information on what the organization owns, owes and how much was invested (capital).  Applying the facts we described before, Balance Sheet data is complex, so you will try to summarize the data in each section as much as possible, presenting the relevant accounting lines (generally, those associated with Liquidity , Debt and Net Worth ). The Concepts ( Assets , Liabilities and Equity ) are not simple, and when you dive into “liquidity of them”, it starts getting harder. The audience will drive your level of detail, so present a table where the major concepts are clearly highlighted (background colors), with totalizers (use bold for this lines and make sure you point them strongly). Move quickly to the Ratios section if understood, otherwise navigate to a second level of detail, if the audience requests to drill down.

As shown by the orange arrows in the image, the important concepts are highlighted. Again, what will remain in the audience mind is that “you can explain detail if requested”, “you can show the consolidated numbers” and that “you can move to the important topics derived in the relationships of Financial Statements”, the Ratios .

Income Statement

The Income Statement, also known as  “Statement of Incomes” , “Profit & Loss” or just “P&L”, is a financial statement that presents financial performance of an organization over a time period. How does it measures performance ? , summarizing how revenues occur and how expenses were incurred for all the organization activities (operational and non-operational). Also , shows the Net Profit (positive or negative) over the period.

This statement if divided into two sections, operational and non-operational. Operational items are directly related with the organizations core activities in Sales and Cost of Sale. Non Operational Items are expenses the company incurs for administrative , managerial or assets exchange activities.

Differently from the Balance Sheet, the Income Statement represents a period of time and not a snapshot.

When creating an Income Statement Presentation, take into account that what the audience is looking for is How the organization is performing?.  Generally, to show performance, you will need to compare against other period or a benchmark, for that reason each column is a “challenger” for the actual period column. Even though the absolute numbers are important you will need to communicate  the Trend concluded against the original and challengers statements. Highlight the Revenues and the Cost of Sales . Present them in an individual Slide as the “ Operational ” Section of the statement.

The second section of the Income Statement , is the Non-Operational Items, generally called “expenses”. This section shows how the organization management is using money for non operational activities. This section is important when the analysis is centered in improving efficiency. The amount of non-operational items can be huge, so its important you can consolidate into categories. Take your time to exercise this suggestion, otherwise the list will be too long, and will dis-encourage the audience. As a suggestion, keep in mind that this line items are industry dependent. Analyze some examples in your industry to come up with meaningful consolidated categories.

Statement Of Cash Flows

The Statement Of Cash Flows, by definition, is the financial statement that presents all the cash inflows and outflows derived of the operating, financing and investing activities of the organization in a period of time. This financial statement is created by 2 widely used methods, the direct and indirect methods. The main difference is that the direct method uses cashflow records to create the operational items while the indirect method uses  accrual accounting information to present the cash flows from the operations section, deriving them from the net income .Considering that the indirect method is the most popular, we included its table in the template.

This statement must communicate the cash flows through the organization activities and their accounting recognitions. The analysis generally will focus on the sustainability of the operational section, and how much investment and financing is required at the period to keep the business going. If contracts are being recognized as revenue in a period but money is not really reaching the organization, the statement of cashflows will spot this problem and will help managers to take actions over it. With the same reasoning, if net income allows higher cash flow bandwidth in operations, the organization could use fund for repaying debt and diminish the cost of financing.

The Statement of Cash Flows is divided in the three sections mentioned, Operational , Financing and Investing activities. In this template we created one slide for Operations and Finance, a second slide for Investing and a third slide with the subtotals of each activity, showing the total cash flows.

Presenting Trends

As we mentioned before, the important message that need to be presented with the financial statement  is the organizations performance. The best tools for communicating trends, are the charts. In this case the Financial Statements PowerPoint Template Provides three editable examples. We will show how the presenter can edit the charts and present meaningful information derived from the statements.

Income and Expenses Barchart

When reviewing the Income Statement , we explained the importance of the Operational Data versus Non-Operational . The Income and Expenses Chart visually communicate the relationship between this activities and allows the audience to review the trend or evolution, period versus period. This is ideal for spoting efficiency opportunities. The chart has two veritcal axis. The left (or main) axis represents the Operational Income and Net Income. The right axis (or secondary Axis) represents the Sales, Cost of Sales and Expenses. Remember the simple algebra that relates this value:

• Operational Income = Sales – Cost of Sales
• Net Income = Sales – Cost of Sales – Expenses

This example shows that the Net Income increases with time at a higher rate than the operational income. This can be interpreted as that sales improved, and expenses were kept almost similar. This kind of information is the message the presenter need to communicate, and the use of chart will boost the audience retention of the idea.

The chart is created as a PowerPoint chart, so the user will be able to edit it though the “ Edit Data ” Option of the “ Chart Tools > Design ” menu.

Income and Expenses Pie Chart

The other Chart Tool included in the Financial Statement PowerPoint Template is the Discrimination in Revenues and Expenses. This Charts help to transmit the message of revenues streams and expenses items. Ideal to communicate which are the business lines that bring higher revenues to the organization and which are the items were most of the money is being spent. Again, this chart will allow to spot efficiency problems, prioritize business units or cut costs.

Operating Income & Margin

One of the most extensively used key performance indicators in financial statement is the Operating Margin. This indicator derived from the operating revenues and operating costs allows to compare efficiency on the performance of the value proposition delivery. The trends over the operating margin can show problems in costs or problems on value proposition delivery that derive in a lower return. Again, in the sake of providing comparable features, the chart presented uses two vertical axis (primary and secondary). The primary axis (left) represents the Operating Income. The secondary axis (right) represents the Operating Margin. The chart is Data Driven, and editable through Excel.

Financial Statement Ratios

In this section we will show the most popular ratios used in conjunction with the Financial Statements. Following the initial note idea, the aim of the financial statements presentation should not be to repeat numbers and lists, but to communicate conclusions of the information hidden behind them . With this objective in mind is that executives decided to move into ratio analysis instead of financial statements analysis, basically because a summarized indicator ( KPI ) that relates specific data, provides enough information for decision making process, without the need of extensive analysis.

Liquidity Ratios

The liquidity ratios,by definition, are key performance indicators of the organization  to determine  it’s ability to pay off its short-terms debts obligations. 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:

• Current Ratio : also known as Working Capital Position.
• Quick Ratio : also known as Acid Test Ratio
• Net Working Capital Ratio

Profitability Ratios

Organizations Financial Performance can be interpreted from different angles, some times, growth is more importante than being “more” profitable, but almost all the times executives need to compare profitability between periods, to understand the impact of strategic decisions over the amount of money left for the organization and stakeholders.

For this ratios we prepared an alternative Gauge design,  modern and without classification over the values.

The ratios presented are:

• Return on Assets (ROA)
• Return on Equity (ROE)
• Profit Margin

Capital Structure Ratios

The Capital Structure  is how an organization finances its overall operations and growth by using different sources of funds. The Ratios on this sections allows the presenter to communicate this relationships. In this case instead of gauge like indicators, we used Editable Donut Charts.

• Assets Turnover Ratio
• Accounts Receivable Turnover Ratio
• Inventories Turnover Ratio

Debt Equity Ratios

The debt equity ratios show how the organization uses debt and equity to finace assets and operations.

• Debt to Equity Ratio
• Interest Coverage Ratio

Creating Consolidated Financial Statements PowerPoint Presentations can be a tough job. The presenter needs to evaluate the complexity of the data, the depth to be shown and the audience that will assist the presentation. Tools like charts and dashboard will help the presenter to summarize relevant information and communicate quicker, the important facts. The use of Financial Ratios is fundamental for a successful message.

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How To Make A Financial Presentation That Engages Audiences

Table of contents, what is a financial presentation.

A financial presentation is a communication tool consisting of a series of slides used by businesses to help communicate and share information relating to finances such as an organization’s net income, net profit, the balance sheet, the overall budget and other important information.

What you’ll find included in a financial presentation are charts and graphs often depicting analysis on projections, total company assets and other critical business information that would communicate the financial health of a company. These presentations can be shared internally with employee and board members or they can be shared externally with the public if your company is publicly traded.

We’ve helped multiple business operating in the financial sector create engaging financial presentations that not only communicate complex data effectively, but in an engaging way that keeps your audience interested. Most financial presentations simply transfer data from statements sheets onto a PowerPoint slide, but don’t provide context on what the numbers mean. They forget to explain the greater picture and this is where most financial presentations fail. We will help take your financial presentation and make it engaging so you can present your financial information with confidence.

For ING Financial, we used real data to create a multitude of graphs & figures to help showcase their successes.

We Create Engaging Financial Presentations That Make Financial Data Interesting!

At Presentation Geeks, we pride ourselves in our ability to make financial presentations engaging. Whether they are created using Prezi , PowerPoint or Google Slides , we create some of the presentations in the world. Rather than taking complex data points and leaving it up to the audience to decipher what the numbers mean, we collaboratively work with you to create an engaging story with the numbers.

Most people remember information as it relates to a story. Give people random numbers and data points without context and they will likely forget the information or get lost with how the numbers relate to one another. Package the numbers and data in a story and you will be able to provide your audience with an impactful message that is relevant to them and one they will remember.

Whether it is presenting a financial presentation to a group of stakeholders or highlighting the key figures of a financials analysis, we can help you start a more engaging, robust conversation around finances with key audiences. Below is an example of a financial presentation we put together for Citibank , a well-known, globally respected financial institution.

Citibank Presentation Example Slides

Why You Should Get Financial Presentations Professionally Made

You should consider having your presentations professionally made because they help communicate vital information. Not only do you need to worry about the information being presented, but you also need to keep in mind that presentations are a representation of your brand.

At the end of the day, a presentation is a tool used to communicate with your audience. If you have a tool that does not effectively do the job it is designed to do, then it has failed its purpose and your audience will take not of this. It is obvious when a presentation is bad. Do not leave this to chance. Ensure your company presentation is professionally made. Let’s take a closer look as to why you should have your presentation professionally made.

Communicating Information

A presentation is a tool and when a tool is defective, it does not serve its intended purpose. At Presentation Geeks, we are professional presentation designers who have mastered the art of creating powerful presentations that work as effective communication tools. We help support presenters with their presentation needs to ensure they are fully enabled to present data on slides that will engage an audience.

This ability is even more critical when sensitive and important information is being presented like finances. When you are tasked with giving financial suggestions, providing financial tips or figure out what direction the business should go in based on data analysis work, then you need to have a well-crafted presentation.

Brand Representation

Presentations are not always internal meetings. Presentations can be externally facing where your presentation will be seen by an audience outside of your organization. When presenting, what message do you want them to have of you and your company?

Misaligned slides that are off brand with no clear tone or design in the PowerPoint slides makes your company feel disjointed and sporadic. These are characteristics you do NOT want associated with your business when dealing with finances. At Presentation Geeks, we ensure your brand is respectfully and properly displayed throughout all slides of a presentation – from beginning to end. A consistent tone of message will provide key stakeholders with the confidence they need to move forward in building professional relationships and with you.

Not convinced? Take a look at one of our multiple financial presentation examples we’ve created for some country’s top financial/investing companies.

Can Financial Statements Be Incorporated In A Presentation?

Of course financial statements can be incorporated in a presentation and we make it fun!

You’re probably hesitant to incorporate financial statements and other financial key points because it will get overwhelming with all the numbers and figures. It will be a burden on your audience to analyze the information effectively. Luckily, this is not the case when working with Presentation Geeks.

We are able to focus on the details that matter most. Sifting through the numbers and picking out the high-level numbers that matter most to the audience you’re presenting to. Not all audiences need to look at the same numbers. This is another reason why some financial presentations fail.

They try and follow a one-size-fits-all approach, hoping one financial presentation can be used for multiple audience groups. This does not work. We work collaboratively with you to identify which audience group you will be presenting to and then highlight the numbers based on this group. If it is an internal group of employees from various departments, focus on the high-level numbers showing a company’s growth. If it is to shareholders, you will be required to share financial information as required by law.

Are You Looking For A Financial Presentation? We Love Making Financial Information Engaging!

Not only are we Presentation Geeks, but we are geeks in general. We love taking complex financial information and creating understandable graphs and charts that help break down large figures and make sense of them in a story format.

We believe interaction within presentations and getting your audience to participate is critical to help them fully understand the information you are trying to explain as the presenter. How can this be done with financial presentations? Let’s connect and explore how we can transform your financial PowerPoint into a more engaging experience.

Author:  Content Team

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Make your financial presentations more impactful

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

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

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

Communicate clear insights and actions for your audience.

Analyze and visualize your data quickly.

Keep confidential information secure.

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Resources > Blog > Advisors > Mastering the Art of Financial Presentations with YCharts

Mastering the Art of Financial Presentations with YCharts

In today’s modern wealth management landscape, effectively communicating complex financial data in a clear and engaging manner is essential. Financial presentations serve as a vital tool for advisors to convey insights, strategies, and results to their clients. With YCharts, financial advisors can transform intricate data into visually compelling presentations that not only inform but also resonate with their clients.

Understanding the Basics of Financial Presentations

The role of financial presentations.

Financial presentations are a cornerstone of client communication, serving multiple purposes. They provide a structured way to present financial strategies, portfolio performance, and market trends. Effective presentations can significantly impact client retention by demonstrating transparency and expertise, and they can also attract new clients by showcasing the advisor’s ability to manage and grow wealth.

Challenges in Creating Effective Presentations

Creating impactful financial presentations comes with its challenges. Advisors frequently face data overload, striving to condense vast amounts of information into digestible formats. Moreover, they often struggle to efficiently create sales collateral while balancing their other priorities. Engaging clients who may not have a financial background requires a balance of clarity and depth, making it essential to present data in a way that is both informative and accessible.

Leveraging YCharts for Dynamic Financial Presentations

Ycharts features beneficial for presentations.

YCharts offers a suite of tools designed to simplify the presentation of complex financial data:

• Dashboard: Allows advisors to view and manage key financial metrics at a glance.
• Fundamental Charts: Create clear, visually appealing charts that illustrate market trends and financial performance in an easy-to-understand format.
• Proposals & Reports: Select from a variety of report types, including Overviews, Comparisons, and Tearsheets, to showcase your strategies’ strengths effectively and bolster your investment recommendations for clients.
• Report Builder: Generate comprehensive reports that can be tailored to clients’ specific needs and interests, seamlessly integrating various data points, research, and visual aids.

These features help financial advisors create presentations that are not only informative but also visually engaging, making it easier for clients to grasp and retain the information presented.

Building a Presentation Using YCharts

Creating a financial presentation with YCharts is straightforward and efficient:

• Start with the Dashboard: Use the Dashboard to gather and monitor relevant financial metrics.
• Create Insight Visuals: Utilize Fundamental Charts, Scatter Plot, Scenarios, Comp Tables, and other tools to generate visuals that highlight key data points.
• Customize Templates: Leverage YCharts’ custom templates to jumpstart your meeting prep. Format the presentation according to your client’s needs and preferences for maximum impact.
• Incorporate Real-Time Data: Ensure that the data is up-to-date by using YCharts’ real-time data features.
• Finalize with Report Builder: Compile previously created visuals and data tables into a comprehensive report using the Report Builder, ready to be presented to the client.

Tips for Effective Financial Presentations with YCharts

Design principles for financial charts.

Applying fundamental design principles can enhance the readability and impact of financial charts:

• Branding: Maintain consistent branding by incorporating your firm’s logos, colors, and necessary disclosures to ensure alignment across your organization and teams.
• Visuals Selection: Select the chart, table, or diagram that best represents your data (e.g., line charts for trends, pie charts for composition).
• Simplicity: Eliminate clutter by emphasizing essential data points and using clean, straightforward designs. Minimize text, allowing the visuals to convey the message effectively.

Storytelling with Data

Telling a compelling story with data involves aligning the narrative with the client’s goals and financial plans:

• Contextualize Data: Explain the significance of each data point in relation to the client’s objectives.
• Narrate Market Trends: Use market trends to provide context and predict potential outcomes.
• Highlight Opportunities: Identify and discuss investment opportunities that align with the client’s risk tolerance and financial goals.

YCharts Success Stories

Several financial advisors have successfully leveraged YCharts to enhance their client communications:

• Krueger & Catalano Capital Partners, an RIA managing over $400 million in assets, uses YCharts to create “picture books” for clients. These visual reports help simplify complex financial data, making it more digestible and engaging. YCharts’ tools, such as the Dashboard, Fundamental Charts, and Report Builder, enable the firm to efficiently communicate insights and strategies, enhancing client understanding and trust. Ryan Krueger emphasizes the platform’s role in providing clear, illustrative content without the need for extensive narrative.
• John Hancock Investment Management uses YCharts to enhance client meetings by discussing specific funds with detailed, real-time data and visualizations. The platform allows wholesalers to perform on-the-fly analysis, compare funds, and create visually appealing reports. This capability enables more focused, data-driven conversations with advisors, showcasing the potential value of investment strategies and adjustments. By integrating YCharts, John Hancock’s distribution team improves collaboration, ensures up-to-date market insights, and increases efficiency in presenting fund opportunities.

Elevate Your Client Communication with YCharts

YCharts offers a powerful suite of tools that can revolutionize the way financial advisors create and deliver presentations. By turning complex financial data into visually appealing and easy-to-understand presentations, advisors can improve client communication, retention, and acquisition. Explore YCharts today to master the art of financial presentations and enhance your ability to convey critical financial insights effectively.

W henever you’re ready, there are 3 ways YCharts can help you:

1.  interested in visually illustrating the effects of inflation on client portfolios.

Send us an email at  [email protected]  or call (866) 965-7552. You’ll be directly in touch with one of our Chicago-based team members.

2.  Want to test out YCharts for free?

Start a no-risk  7-Day Free Trial .

3. Download our Top 10 Visuals slide deck for more illustrative visuals about inflation:

©2024 YCharts, Inc. All Rights Reserved. YCharts, Inc. (“YCharts”) is not registered with the U.S. Securities and Exchange Commission (or with the securities regulatory authority or body of any state or any other jurisdiction) as an investment adviser, broker-dealer, or in any other capacity, and does not purport to provide investment advice or make investment recommendations. This report has been generated through application of the analytical tools and data provided through ycharts.com and is intended solely to assist you or your investment or other adviser(s) in conducting investment research. You should not construe this report as an offer to buy or sell, as a solicitation of an offer t

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Mastering the art of presenting financial data: engage, enlighten, excel

Elevate your skills in presenting financial data like a pro. Engaging visuals, enlightening insights, and excellent delivery

Raja Bothra

Delivering presentations

Financial data refers to numerical information and records that detail the financial performance, transactions, and status of an individual, organization, or entity. It encompasses a wide range of financial information, including income, expenses, assets, liabilities, profits, losses, cash flow, investments, and more. Financial data is typically recorded in various financial statements, reports, and documents, such as balance sheets, income statements, cash flow statements, and financial disclosures.

Financial data provides a comprehensive and quantitative view of an entity's financial health and performance. It serves as the foundation for financial analysis, decision-making, and strategic planning. Businesses, investors, financial institutions, governments, and individuals rely on financial data to assess financial stability, make investment choices, manage budgets, comply with regulations, and evaluate the overall financial well-being of an entity.

Why is it important to present financial data effectively?

Presenting financial data effectively is crucial for several reasons:

1. Clarity and transparency: Effective presentation ensures that financial information is clear, understandable, and transparent to the audience. This helps in building trust and confidence among stakeholders.

2. Informed decision-making: Financial data is used by various stakeholders, including management, investors, creditors, and regulators, to make informed decisions. Well-presented data allows them to assess risks, opportunities, and the financial health of an entity accurately.

3. Compliance: Many organizations are required by law or industry regulations to provide financial data in specific formats. Effective presentation ensures compliance with these standards, avoiding legal issues and penalties.

4. Investor confidence: Investors rely on financial data to assess the performance and potential of a company. A clear presentation can attract investors and boost confidence in the entity's financial stability.

5. Risk management: Effective presentation allows organizations to identify financial risks promptly. This helps in developing strategies to mitigate these risks and maintain financial stability.

6. Strategic planning: Management uses financial data to make strategic decisions, allocate resources, and set financial goals. Effective presentation ensures that the data is useful for long-term planning.

7. Accountability: Presenting financial data effectively enhances accountability within an organization. It helps management and employees understand their roles in achieving financial goals.

Here is a comprehensive guide on strategic planning presentation .

The key elements of an effective financial data presentation

Creating an effective financial data presentation requires careful planning and attention to detail. Here are the key elements that should be included to ensure your financial data presentation is clear, informative, and impactful:

Clear title and introduction:

• Start with a clear and descriptive title that summarizes the purpose of the presentation.
• Provide a brief introduction that sets the context for the data and outlines the key points you will cover.

Executive summary:

• Begin with an executive summary that offers a concise overview of the main findings and takeaways.
• Include key financial metrics, trends, and any critical insights.

Data visualization:

• Use charts, graphs, and tables to present numerical data visually.
• Choose appropriate visualization types (e.g., bar charts, line graphs, pie charts) to effectively convey your message.
• Ensure that the visuals are easy to read and interpret. Label axes, provide legends, and use color-coding for clarity.

Narrative explanation:

• Accompany your visuals with a narrative that explains the significance of the data.
• Provide context, highlight trends, and discuss any anomalies or noteworthy points.
• Use plain language to make the content accessible to a non-expert audience.

Financial statements:

• If applicable, include key financial statements, such as balance sheets, income statements, and cash flow statements.
• Highlight important line items and changes over time.
• Include footnotes or explanations for complex items.

Key performance indicators (KPIs):

• Feature relevant KPIs that offer insights into financial performance.
• Compare current data with historical benchmarks or industry averages to provide context.

Budget vs. actuals:

• Present a comparison of budgeted figures against actual results.
• Explain variances and the reasons behind them.

Forecasts and projections:

• If applicable, include forecasts and financial projections.
• Clearly state assumptions and methodologies used in forecasting.

Risks and mitigation strategies:

• Identify financial risks and potential challenges.
• Discuss strategies or actions being taken to mitigate these risks.

Future Plans and strategies:

• Share the organization's future financial plans and strategies.
• Explain how these plans align with the data presented.

Recommendations and actionable insights:

• Provide actionable recommendations based on the data.
• Suggest potential strategies for improvement or growth.
• Include supplementary information, such as detailed data tables, additional charts, or any supporting documentation.
• Reference the appendix as needed in the main presentation.

Source citations:

• If you've used external data sources or references, provide proper citations and attributions.

Contact information:

• Include contact details for yourself or the financial team in case the audience has questions or requires further information.

Visual consistency:

• Maintain a consistent style, color scheme, and formatting throughout the presentation.
• Ensure that fonts and font sizes are easy to read.

Engaging design:

• Use visuals, infographics, and a well-organized layout to make the presentation visually engaging.
• Avoid clutter and excessive information.

Practice and rehearsal:

• Practice delivering the presentation to ensure a confident and smooth delivery.
• Be prepared to answer questions and provide additional context as needed.

Audience consideration:

• Tailor the presentation to the knowledge level and interests of your audience.
• Anticipate potential questions and address them proactively.

Remember that an effective financial data presentation not only conveys information but also tells a compelling story that helps the audience understand the financial health of the organization and its implications.

Here is a guide on data presentation

Who are the different audiences for financial data presentations?

Financial data presentations have various audiences, each with specific needs and interests:

1. Internal management: The top management of an organization, including executives and department heads, uses financial data to make strategic decisions, set budgets, and monitor performance.

2. Board of directors: The board relies on financial data to oversee the company's financial health, ensure compliance, and provide guidance to the management team.

3. Shareholders and investors: Shareholders and potential investors use financial data to assess the company's financial performance and decide whether to buy, hold, or sell shares.

Here is a guide on investor pitch presentation .

4. Creditors and lenders: Financial institutions and creditors assess an entity's financial data to determine creditworthiness and lending terms.

5. Regulatory authorities: Government agencies and regulatory bodies require accurate financial data to ensure compliance with financial reporting standards and regulations.

6. Analysts and researchers: Financial analysts, researchers, and industry experts use financial data to conduct in-depth analyses, forecasts, and market research .

7. Employees: Employees may review financial data to understand the financial stability of their employer and assess the potential for bonuses, raises, or job security.

8. Customers and suppliers: Business partners may analyze financial data to evaluate the stability of the companies they work with and assess the risk of disruptions in their supply chains.

Effective presentation of financial data involves tailoring the content and format to meet the specific needs of these diverse audiences, ensuring that the information is both accurate and accessible to each group.

Different ways in presenting financial data

Remember that effective communication is key when presenting financial information. Your goal should be to convey a clear message that engages and informs your audience, whether they are financial professionals or external stakeholders.

Financial PowerPoint presentation:

• Create a structured financial PowerPoint presentation to present financial information visually.
• Use slides to break down complex data into manageable sections.

Excel spreadsheets:

• Organize financial data in Excel spreadsheets for detailed analysis.
• Use Excel's charting features to create visual representations of data.

Visual elements in PowerPoint:

• Utilize charts, graphs, and infographics in your PowerPoint presentation to present financial information visually.
• Visual elements make complex data easier to understand.

Financial report presentation:

• Prepare a comprehensive financial report presentation to convey the current financial situation.
• Highlight key metrics and trends in a structured manner.

Financial dashboards:

• Create interactive financial dashboards that provide an overview of financial performance.
• Dashboards allow real-time tracking of key metrics.

One slide, one message:

• Follow the principle of one message per slide in your financial presentations.
• This keeps the audience focused and prevents information overload.

Use of callouts:

• Use callouts or annotations to draw attention to specific data points on your slides.
• Callouts can provide additional context.

Q&A slides:

• Include dedicated Q&A slides at the end of your presentation to address questions from the audience.
• Be prepared to explain the details behind the data.

Handouts for reference:

• Provide handouts with additional data and information for the audience to reference after the presentation.
• Handouts can include detailed spreadsheets or reports.

Redesign for clarity:

• Continuously review and redesign your financial slides to ensure they effectively communicate the main message.
• Simplify complex information.

Use of graphs:

• Graphs, such as bar charts, line graphs, and pie charts, can be powerful tools for conveying financial data.
• Choose the appropriate graph type based on the data you're presenting.

Engage your audience:

• Engage financial professionals and external stakeholders by making your presentation interactive.
• Encourage questions and discussions.

Visual hierarchy:

• Organize your financial presentation with a clear visual hierarchy.
• Highlight the most important information prominently.

Avoid jargon:

• Simplify language and avoid financial jargon that may not be familiar to all audience members.
• Use plain language to ensure understanding.

Step-by-step analysis:

• Walk through financial data step by step, explaining each component in detail.
• Start with an overview and then delve into specifics.

Net income and P&L statements:

• Clearly present net income and profit and loss (P&L) statements to communicate financial performance.
• Break down revenues, expenses, and net income.

Rights reserved:

• Include copyright or rights reserved notices, especially if your financial presentation contains proprietary information.

Brand consistency:

• Ensure that your financial slides align with your brand's visual identity for a cohesive and professional look.

Captivating visuals:

• Use visually appealing design elements, such as color schemes and fonts, to captivate your audience.
• Keep the design consistent throughout the presentation.

Left-to-right flow:

• Present financial information from left to right, following the natural reading flow.
• This makes it easier for stakeholders to follow your presentation.

To conclude

Effectively presenting financial data is essential for businesses of all sizes. By following the key elements and tips outlined in this blog post, you can create presentations that are clear, accurate, relevant, visually appealing, and engaging.

Here are some of the latest statistics on presenting financial data:

• 80% of financial decision-makers say that the way data is presented is more important than the data itself.
• 75% of people remember visuals more than text.
• 90% of people make a decision within the first 10 seconds of seeing a presentation.
• The average attention span for an adult is 8 seconds.

These statistics show that it is critical to make your financial data presentations as visually appealing and engaging as possible. By using clear and concise language, avoiding jargon, and using visuals to help explain the data, you can create presentations that your audience will understand and remember.

By following the tips in this blog post and taking the time to practice, you can become a more effective presenter of financial data. This will help you communicate your business's financial performance to stakeholders in a clear and concise way, which can lead to better decision-making and improved financial results.

Ready to present your financial data presentation? Try our free trial or book a demo today with Prezent!

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8 PPT Templates for Informative & Powerful Financial Presentations

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

Last Updated on February 6, 2024 by Anastasia

Financial presentations usually contain dense sets of numbers, which 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 see and 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 these PowerPoint templates, which help 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.

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.

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.

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.

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 .

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.

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.

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.

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: 

Financial Presentation PPT Templates

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.

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Excel and PowerPoint: Creating High-Impact Financial Presentations

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Instructor: Danielle Stein Fairhurst

Find out how you can create high-impact, data-rich financial presentations using Excel and PowerPoint. In this course, Microsoft MVP and Financial Modelling Specialist Danielle Stein Fairhurst guides you through creating financial presentations that are compelling, easy to understand, and—best of all—easy to update. Get started with an example spreadsheet featuring typical finance data. Learn how to use conditional formatting to highlight important information, PivotTables to summarize data, and sparklines and charts to create illustrations. Explore several different methods—including copying and pasting, linking, and embedding—to import your work into PowerPoint. Plus, learn how to use PowerPoint animation features to animate Excel charts and tables and focus the viewer’s attention.

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Excel and PowerPoint: Creating High-Impact Financial Presentations

• Share This: Share Excel and PowerPoint: Creating High-Impact Financial Presentations on Facebook Share Excel and PowerPoint: Creating High-Impact Financial Presentations on LinkedIn Share Excel and PowerPoint: Creating High-Impact Financial Presentations on X

Instructor: Danielle Stein Fairhurst

Find out how you can create high-impact, data-rich financial presentations using Excel and PowerPoint. In this course, Microsoft MVP and Financial Modelling Specialist Danielle Stein Fairhurst guides you through creating financial presentations that are compelling, easy to understand, and—best of all—easy to update. Get started with an example spreadsheet featuring typical finance data. Learn how to use conditional formatting to highlight important information, PivotTables to summarize data, and sparklines and charts to create illustrations. Explore several different methods—including copying and pasting, linking, and embedding—to import your work into PowerPoint. Plus, learn how to use PowerPoint animation features to animate Excel charts and tables and focus the viewer’s attention.

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Best Practices On Presenting Your Financial Information – 2024 Guide

Financial analysts and accountants are obligated to present a corporation’s financial statements, financial reports, income and cash-flow summaries, and much more. Finance executives crunch statistics in Excel and build Financial models which might be difficult for the non-finance teams to interpret. PowerPoint presentations with their visual kick are the perfect platform for lucid and comprehensive financial reporting.

The impactful visuals of PowerPoint through charts, tables, and graphics are optimal to captivate your key investors and clients. PowerPoint presentations transform the monotony of financial data and numbers into interactive and alluring slide decks. But, financial presentations are prone to being dull, particularly when the analysts rattles off figures in continuity. Constructing an enticing presentation is imperative for it to stand out. Click here to leverage stunning financial slide templates.

The enigmatic and pictorial zeal of the presentations converts the seemingly boring numbers into lively insights. Effectively communicate your statistical output to the target audience with the presentations to give a deeper meaning to the company’s financial information. The enigmatic and pictorial zeal of the presentations converts the seemingly boring numbers into lively insights.

Here are some best practices for you to present your financial information:

Establish Presentation Objectives

Crafting a slide deck set on specific agendas is a requisite for a successful presentation. Before formulating the slides, contemplate on the message being exhibited through them. Keep in mind your audience base and form the presentations catering to the audience of every niche as your stakeholders might not always be from a financial background. Hence, keep your presentation easy to grasp and organized with relatable slides. Imbibe it with a powerful landing page to keep your clients hooked from the beginning.

Handpick Financial Templates

Financial statements presented on drab slides are sure to make your audience doze off. Vibrant and colorful templates hold the key to build your invigorating statistical presentations. A multitude of sites available online offer professionally designed financial templates which are easily downloadable. These templates are organized and loaded with customizable graphics and text. Stock templates make your slides tedious and prevent them from having an edge.

The 10-20-30 Canon

A drawn-out financial presentation with numerous slides is strenuous to follow and takes incredibly long to deliver. Structure the presentations on the 10-20-30 principle for them to be gripping and concise. Craft your presentation with 10 slides, staying in the time limit of 20 minutes and with a font size of 30 points to prevent the audience from squinting. Highlight the priority financial summary takeaways in as few slides as possible for it to be engaging and compact.

Selective Choosing Of Financial Information

A pitfall of forging a financial presentation is cluttering it with excessive data which renders your audience to get lost in the numbers. Focus on incorporating only critical data, figures, and statistics in your slides for them to be less obscure and confusing. Your presentation should boil down to takeaways which you want your audience to remember. Form your takeaways to be positive and reinforcing that highlights your firm’s proactive measures.

Picture Perfect

All data and no pictures will tailor your presentation as bland and uninteresting. Integrate eye-catching and pixel-perfect images to complement the textual information in your slides. Illustrations put your content in context and hold your audience’s attention for a long time. For example, present your income statements to them in a color-coded picture which will be easier for your clients to follow. Ensure to use the right visual relatable to your data. Pictures will reinforce your financial statistics with visual charm.

Charts, Diagrams, and Graphs For Financial Ratios

Simply stating the financial figures in bullets will tune out your clients. Blend your presentations with a variety of colorful charts, diagrams, timelines, tables, and graphs to indicate the financial ratios. For example, Use Gauge charts for growth rate, area charts for company revenues, line charts to show financial trends. Transform your data analytics and statistics with interactive dashboards formed in Power BI and import them into your slides. Fastrack decision-making and interpretation of data with these visuals.

Data Visualisation Using Infographics:

As the name suggests, blending information with graphics can be a game-changer for your financial presentation. One should understand that no one likes to read off numbers from the slides. Not only does it make a presentation a hassle, but also leads to a phenomenon called ‘Death By PowerPoint’. As soon as you start projecting tons of numbers, it is most likely that you will lose your audience’s interest. A human brain is programmed to get attracted to visuals.

Do you know a person can process visuals 60,000 times faster than ordinary text? Whether it’s your company’s growth numbers, cash-flow statement of stockholder’s equity position, using infographics can go a long way in making people like your presentations. Your audience can only resonate with your presentation when they understand and imagine the numbers around. You should keep the information as simple yet as informative as possible.

Focus on Important Points

For any presentation, the primary goal is to influence viewers and facilitate them in decision making. Companies today are leveraging presentations as initial touch-points with prospects. PowerPoint presentations are no longer restricted to board meetings. Today, it has become a full-fledged part of a company’s marketing efforts. To supplement the brand’s image, a presentation packed with financial information is critical for corporate success.

One should note that it’s important to highlight key points throughout your presentation. It is these highlighted areas that grab the attention of your audience and help them take away something valuable. Your audience will infer something once they understand what you are saying. For instance, if you’re projecting your sales forecasting numbers to potential investors, a great presentation can be helpful in unimaginable ways. Not only you might entice your viewer, but you might also end up losing more deals than ever.

Animate Graphics

Animations, when employed sparingly, liven up your PowerPoint presentations. Animate the text, charts, graphs, and diagrams assimilated in your financial presentation. PowerPoint has some brilliant animations to work with. For example, if you use a column chart, add animations to each column separately till they come together to magnify the impact of the charts. Animate the graphical data to contribute dynamism and vivaciousness in your slides. Amalgamate custom animations and valuable iconography to enhance the data and numbers in your presentation.

Form A Narrative For Numbers

The facts and figures mentioned in the presentation are like trivia. To make them relatable and interesting for the audience structure a story or a narrative as to why your firm achieved those numbers. For example, if your cash flow was less due to decreased invoices from the clients, analyze and present the factors playing into the situation and the remedies to fix them. A suitable context with valid explanations will help your clients to process the information. With valid data projections, satisfy the executives that your firm is capable and in control of handling the finances.

It is a no brainer to get your audience’s attention. However, getting hold of the same is an art. If you don’t have a story behind the numbers, you tend to lose your audience. For instance, if the revenue of a company is up by 30%, then you should quickly relate why the revenue grew, what steps your company took, etc. With the art of storytelling, you can weave life-long relationships with potential customers . You can sell your unique value proposition like never before.

Avoid Excessive Financial Jargon

Financial analysts and statisticians should steer clear of heavy financial terms while crafting and delivering the presentation. Simplify the financial terms into phrases that are intelligible for the non-accountants in the room. Clarify how all the data adds up for those lacking financial literacy. Using finance specific terms might go over the head of your clients. Creatively construct your presentation with an audience-centric mindset and incorporate your presentation portfolio with the most valuable figures.

There is no denying that financial presentation and storytelling take a lot of effort. However, if done the right way, businesses can connect with stakeholders, evangelists, and customers and give them a better understanding of your financial health , investment opportunities, and sales forecasts. Don’t clutter your presentation with numbers. Use numbers sparingly, inform your audience, help them comprehend the facts, and make a decision.

Financial presentations need not be boring if formed and communicated correctly. Design compelling presentations with empirical graphics to impress your investors. Impart meaning to your data, make your presentation visually engaging and leave an excellent impression on your clients. Interact with your audience at the end of the presentation in a Q&A session. Practice and prepare the delivery of the presentation before presenting it professionally with full confidence.

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