Financial Report (PPT Template) - infoDiagram (2024)

Financial reports with full of data and analysis are difficult to understand by non-financial audiences. Create engaging financial reports of your organization's financial performance with professional slides and templates. You can reuse our graphs and charts and tailor them to your needs in order to upgrade your presentation slides. The majority of our charts are data-driven Excel charts, so it is very easy to change the presented values. We also include detailed instructions on how to edit the content, values, colors, and look and feel of the charts. Talk about financial performance topics including income statements, balance sheets, or cash flow in an eye-catching and attractive format. Use this template with pre-designed, content-ready slides, and modify them to your needs. Leave the design elements to the professionals and enjoy saving time with your presentations.

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

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

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

Authors of this Financial Report and Performance Indicators presentation template

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

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

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

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

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

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

Where to Use The Financial Report Visuals?

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

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

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

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

Fully editable in PowerPointset of vector shapes fully editable by using built-in PowerPoint tools, including

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

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

Financial Report (PPT Template) - infoDiagram (2024)

FAQs

Can PowerPoint be used for financial 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.

What are the parts of PPT report? ›

A good PowerPoint presentation always has a story to tell and, like any narration, it consists of three basic parts: introduction, body, and conclusion. Let's look at each part in greater detail with some examples.

Is PowerPoint good for reports? ›

It has Better Visual Impact

Your boring business report can come to life and be more interesting when you use PowerPoint. You can add not only visuals but also audio effects, which will captivate the attention of your audience. This will also make presentations more interactive.

What is financial statement ppt? ›

The income statement reports a company's revenues, expenses and net income over a period of time. The statement of changes in equity shows changes in owners' equity from net income and dividends. The balance sheet reports a company's assets, liabilities and equity at a point in time. The statement of cash flows shows.

What is a fair presentation of financial statements? ›

Fair presentation requires the faithful representation of the effects of transactions, other events, and conditions in accordance with the definitions and recognition criteria for assets, liabilities, income and expenses set out in the Framework.

How to make your own PPT template? ›

Create a PowerPoint template

On the Design tab, select Slide Size > Custom Slide Size and choose the page orientation and dimensions you want. On the View tab, in the Master Views group, choose Slide Master. The slide master is the largest slide image at the top of the slide thumbnail list, to the left of your slides.

How to use a PPT template? ›

Start with a template
  1. Select File > New.
  2. Choose a template or type a key word or phrase into the Search for online templates and themes field, and press Enter.
  3. When you find the template that you want, select it to see the details, and then select Create.

How do you format a financial report? ›

How to write a financial analysis report
  1. Give an overview of the company. The first section of your financial analysis report is the company overview. ...
  2. Write sales forecast and other vital sections. ...
  3. Determine the company's valuation. ...
  4. Perform risk analysis. ...
  5. Include summaries of financial statements. ...
  6. Summarize the entire report.
Feb 7, 2023

How do you draw up a financial report? ›

Use the following steps to guide you through the process.
  1. Step 1: gather all relevant financial data. ...
  2. Step 2: categorize and organize the data. ...
  3. Step 3: draft preliminary financial statements. ...
  4. Step 4: review and reconcile all data. ...
  5. Step 5: finalize and report.
Oct 24, 2023

How do you structure a finance report? ›

Here are five key steps for writing a finance report:
  1. Write community description and overview. First, write a brief synopsis of the business for whom you're writing the financial report. ...
  2. Include a letter from the CEO. ...
  3. Include analysis and data. ...
  4. Outline the company's management. ...
  5. Write the footnotes.
Jun 17, 2024

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