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How to Make a Financial Presentation [Templates + Examples]

In the corporate world, many professionals excel at generating reports and financial plans, but we talk about a whole different thing regarding financial presentations. Much like report presentations , they are an entirely different discipline where overloading slides with information tends to be a common bad practice. Hence, acquiring good slide design habits from day one is important.

A financial presentation’s primary goal is to communicate a company’s financial health and performance clearly and compellingly. It goes beyond displaying numbers and charts; it requires a deep understanding of the data and the ability to weave it into a narrative that tells the story of the company’s financial journey and which is its next expected destination. In this article, you will learn how to effectively present financial results so financial professionals and stakeholders without financial education can make informed decisions based on your slides. Additionally, we will list a series of financial presentation templates to make this task easier, taking the design decisions off our hands to concentrate on content generation.

Table of Contents

What is a Financial Presentation?

What are the elements of a financial presentation, how to extract and present data from financial plans and reports, presenting financial data in visual formats, how financial presentation templates save time, recommended financial presentation ppt templates, final words.

A financial presentation is a strategic tool used within a corporate setting to convey important financial data to stakeholders. The primary purpose of these presentations is to inform decision-making processes, showcase company performance, and strategize future operations based on financial insights.

At its core, a financial presentation serves to bridge the gap between what’s understood as complex financial data and strategic business decisions . From a knowledge standpoint, it provides a framework to display financial achievements, highlight areas that need attention, and generate traction on future business decisions. 

Introduction and Executive Summary

Every financial presentation should start with a clear introduction slide that outlines the objectives and what the audience can expect. This is followed by an executive summary , which offers a concise overview of the company’s financial status.

Check out our article on how to start a presentation for more ideas to break the ice at the initial stages of your financial presentation.

Financial Statements Overview

The financial statements to list are the balance sheet, income statement, and cash flow. Those three are critical; depending on the presentation’s objectives, we can add more if required. This overview is not about showing the tables but includes a brief explanation of each component, highlighting significant changes and trends that are required for the audience’s understanding.

Key Performance Indicators and Ratios

From previously defined KPIs, the presentation must list the observed changes, if the metrics meet the success criteria, and where the situation drifts from expected. Examples of KPIs are profitability, liquidity, efficiency, and leverage ratios.

If you prefer to work with the OKR approach, we invite you to check our guide on presenting objectives and key results .

Analysis of Financial Performance

After introducing all the previous data, the presenter must now examine that data, explaining trends, identifying performance drivers, and examining the variances between projected and actual numbers. The core objective is to answer why the results occurred, what they mean for the business, and which corrective measures must be implemented—if required.

Forecasting

Financial projections are presented and discussed based on current market conditions, the current financial situation, and historical data. If the data set is large enough, revenue forecasts, expenditure forecasts, and cash flow forecasts are typically displayed on individual slides. The periods to project depend on whether we are talking about an annual financial forecast, quarterly, etc.

Strategic recommendations for these future scenarios should also be included, as they give decision-makers actionable insights.

Conclusion and Call to Action

We can end the presentation with a summary of the key points discussed (especially if it was a lengthy presentation), the outlook for the company, and the core KPIs of financial health. The call to action to implement depends on the expected action to take out of the information: if making a decision, approving a strategy, or revisiting a budget, for example.

Appendices and supporting information can be delivered in handout for presentation format or include a hyperlink in the slide to access a cloud drive where all those documents can be seen.

Gathering Raw Information

The first step in preparing a financial presentation is to gather relevant data, which includes planned financials and the actual performance metrics. The planned financials refer to budget forecasts or financial targets, which are the blueprint against which actual data performance will be measured.

Data Analysis and KPIs

The data analysis is done in three stages. The first one is a Variance Analysis, which identifies the differences between planned and actual figures. We calculate the variance for each financial metric by subtracting the planned value from the actual value, and with this procedure, positive values indicate over-performance, whereas negative variances suggest under-performance.

Next comes the Trend Analysis, which helps to understand how certain metrics evolve over time. A positive trend is set if the revenue has increased consistently over the last few quarters.

The final analysis is the Ratio Analysis, in which some key ratios are:

• Profitability Ratios: Such as Gross Profit Margin, Net Profit Margin, and Return on Equity (ROE).
• Liquidity Ratios: Such as Current Ratio and Quick Ratio, which measure the company’s ability to meet short-term obligations.
• Efficiency Ratios: Such as Inventory Turnover and Receivables Turnover, which assess how efficiently the company is using its assets.
• Leverage Ratios: Such as Debt-to-Equity Ratio, which indicates the company’s reliance on debt financing.

To determine which KPIs to present, opt for this approach: define their relevance to the target audience and the objectives of the presentation. Provide context for each KPI and its importance, then select a visual aid (charts, graphs, etc.). Compare the KPIs against industry standards, previous periods, or budget targets.

Consolidate Financial Data

This stage involves a detailed examination of where the company has met the targets and where objectives weren’t achieved. The reasons for the variance must be exposed and clarified if they are internal or external. Then, we select the visual format to visualize such data in a way that helps our presentation’s narrative.

Presenting financial data effectively requires the use of visual aids that clarify trends and comparisons. Column charts are ideal for depicting changes over time, allowing the audience to grasp growth patterns, cyclical trends, or inconsistencies quickly. Line charts can be used to denote trends more smoothly, particularly useful for presenting earnings trends or stock price movements over multiple periods.

Comparative Analysis

Business professionals can use formats like column charts listing the previous period or budget to discuss the variations with the actual data. This approach simplifies the process by juxtaposing different datasets rather than understanding two sets of graphs on separate slides.

If you opt for charts, we can implement color coding in legends to distinguish between historical, budget, and actual data. This solution’s advantage is that the audience can visually appreciate growth rates or anomalies, which you can then explain in a second slide and apply the same color scheme for faster memory association.

A preferred option for their versatile usage, dashboard templates for PowerPoint helps us consolidate various financial metrics into a single slide, with plenty of visual cues to maximize retention rate. The best part is that dashboards can be customized, or we can mix & match PPT templates to curate unique slide decks with all the tools required for our financial presentation.

Consistent Aesthetic and Efficiency

The need to dwell on design decisions is minimized when working with financial presentation templates. Those pre-made slide layouts are the byproduct of professional graphic designers and seasoned presenters, meaning they carry an appropriate white balance, color scheme, font pairing, etc. The areas in which you can include images are clear to access in the slide deck, leaving no room for polluted slides with excess content.

On an aesthetic side, since the templates are crafted by professional designers, the color palette is consistent across different slides, and the same applies to font size, font pairing, icon style, etc. All slides look like they belong to the same slide deck, even if you customize the templates with the native tools in your presentation software. The aesthetic remains cohesive, projecting an air of professionalism across your work.

Customization and Reusability

Working with PowerPoint templates for financial presentations has the advantage that we only need to pick our design once. We can continuously update a presentation template with newer data, save it as a new version of the presentation, and deliver it to our audience. This means updating text placeholder areas, graphs, charts, and images as required, a process that takes no longer than half an hour for extensive presentations.

Presenters can also adapt the presentation templates with their company’s branding color scheme, add logos, add more placeholder areas, and tweak any slide aspect as required. We offer plenty of guides on our blog for PowerPoint tutorials and Google Slides tutorials to come up with amazing results. 

This section lists our selected financial presentation templates for PowerPoint and Google Slides, which can make your work much easier.

1. Expense Report for Financial Presentations PowerPoint Template

Easily track and report expenses with a clean, professional layout. Ideal for clear, concise communication with stakeholders. Save time and ensure accuracy in your reporting. Perfect for sales, finance, and management teams.

Use This Template

2. Performance Review Financial Results PPT Template

A slide deck containing all the tools required for the presentation of financial information. Annual performance review, quarterly performance review, strategic slides, and more. This template simplifies the evaluation process with a structured, easy-to-use format. It clearly presents employee information, performance metrics, and goals achieved.

3. Annual Report Finance Presentation Slide Deck

A compendium of tools from timelines, corporate governance, charts, bar charts, and plenty more options if you are wondering how to present financials. 23 slides to deliver transparency into any financial meeting. Check them out!

4. Finance & Investment PowerPoint Template

If you are browsing for an attractive PowerPoint template to engage potential investors, this is the slide deck to use in your upcoming financial presentation. 25 slides containing a broad range of visual cues, graphics, chart, tables, and anything else you can imagine a financial presentation might require.

5. Financial Savings Infographic PPT Template

This is the slide deck to check whenever a financial presentation requires infographics to break complex concepts into easy-to-recall cues. It contains five infographic slides, a detailed circular wheel chart with bar chart and donut chart companion graphics, and suitable icons to express any kind of situation with a deep level of detail.

A financial presentation should typically have around 15-20 slides, depending on the complexity and depth of the information. Ensure that each slide serves a clear purpose and contributes to the overall narrative.

Use clear and concise language, visual aids, and storytelling techniques to make your presentation engaging. Focus on the narrative behind the numbers, explaining the implications and strategic recommendations.

Avoid cluttering slides with too much information, using overly complex jargon, neglecting to explain variances, and failing to align your presentation with the audience’s interests and knowledge level.

Update financial presentations regularly, ideally every quarter, to reflect the most recent financial data and performance. This ensures stakeholders have access to current and relevant information.

Storytelling helps connect the data with the audience by providing context and narrative. It makes the presentation more engaging and highlights the significance of the financial information.

Reinforce confidentiality by only sharing necessary information and using discretion when discussing sensitive topics. If required, anonymize data or use aggregated figures to protect specific details.

Incorporate interactive dashboards, use scenario analysis to show potential outcomes, and apply predictive analytics to forecast future performance. Advanced visualizations like heat maps or waterfall charts can add depth to your presentation.

Enhancing your financial presentation skills is not just about mastering the use of tools and techniques; it’s about effectively interpreting and communicating financial data to influence business decisions. With this tutorial’s tools and presentation structure, we are confident you can transform your financial presentations into strong strategic business guidance.

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YEAR-END Reports? See the deck collection here.

10 Slide Ideas for Financial Report Presentation

• August 17, 2021
• Financial , PowerPoint templates for download

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

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

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

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

Visualize your key financial indicators

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

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

Show revenue and profit snapshots on one dashboard slide

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

Illustrate revenue highlights with clear charts

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

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

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

Include balance sheet and cash flow tables

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

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

Compare key drivers of revenue growth

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

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

Visualize revenue analysis for each quarter in your financial report

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

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

Present your financial metrics and indicators as a dashboard grid

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

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

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

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

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

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

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

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

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

3. Enhance the table header

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

4. Redesign the first column

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

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

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

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

Resources: Financial Report and Performance Indicators Presentation

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

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

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

More Resources to Get Inspired

If you’re looking for more design inspiration, check our movie guide on how to present financial reports, financial analyses, and financial highlights professionally (you’ll find many more practical tips on our YouTube channel):

Subscribe to the newsletter  and follow our  YouTube channel  to get more design tips and slide inspiration.

infoDiagram Co-founder, Visual Communication Expert

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35+ Best Finance PowerPoint PPT Templates (Financial Presentations)

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

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

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

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

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

19+ Million PowerPoint Templates, Themes, Graphics + More

Download thousands of PowerPoint templates, and many other design elements, with an Envato subscription. It starts at $16 per month, and gives you unlimited access to a growing library of over 19+ million presentation templates, fonts, photos, graphics, and more.

Animated PPT Templates

Fully animated.

Ciri Template

Pitch Deck Templates

Startup pitch deck.

Mystify Presentation

Explore PowerPoint Templates

Investor – Financial Consulting PowerPoint Template

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

Financial Pitch – PowerPoint Presentation Template

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

Financy – Financial PowerPoint Template

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

Investment & Financial Consulting PowerPoint Template

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

Dashi – Financial Dashboard PowerPoint Template

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

Sales Planning – Free Finance PowerPoint Template

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

Financo – Financial Technology PowerPoint Template

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

Finance Company PowerPoint Template

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

Fintech Finance PowerPoint Template

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

Coins – Finance PowerPoint Template

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

Financial Meeting Free PowerPoint Template

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

Fintech – Payment Finance PowerPoint Template

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

Investment – Finance PowerPoint Template

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

PerfectPitch – Investor Pitch Deck Powerpoint Template

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

Finova – Financial & Business PowerPoint Template

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

Tax Agency – Free Finance PowerPoint Template

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

Financial & Data Consulting Free PowerPoint Template

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

Finance Pitch Deck PowerPoint Template

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

Finzo – Finance PowerPoint Presentation

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

Alaza – Financial PowerPoint Templates

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

Apollo – Modern Finance PowerPoint Template

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

Profit & Loss – Finance PowerPoint Infographics Slides

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

Microfinance – Free Financial PowerPoint Template

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

Finance & Investment – Free PowerPoint Template

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

Financial Report PowerPoint Presentation Template

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

Finanza – Finance PowerPoint Template

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

Fund Investing Finance PowerPoint Template

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

FINCASH – Finance & Consulting PowerPoint Template

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

Finance Infographics PowerPoint Template

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

Investment Business Free Financial PowerPoint Template

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

Free Finance Infographics PowerPoint Templates

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

Banc – Business & Financial PowerPoint Template

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

Financie – Finance PowerPoint Presentation Template

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

Annual Report – Business & Finance PowerPoint Template

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

Financial Planning & Investment PowerPoint Template

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

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

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10 Powerful Financial Projection PPT Templates for Growing Business [Free PDF Attached]

Mohit Sabharwal

Are you creating financial projections for your business? 

Do you feel intimidated by the task? 

Are you in need of the right tools to make financial projections? 

For the uninitiated, financial projections use existing financial data (balance sheets, income statements, etc to predict the profit and expenditure of your business over a given period. Financial projections help you provide the roadmap to outline a strategic plan to help you grow your business without going down a rat hole.

For those responsible for number crunching at any company, making financial predictions is a daunting job. But all gets easy when you use...

Financial projection PPT templates to visualize progress

Whether you are hoping to attract angel investors or applying for a loan, you need to present financial projections of your business that comprise your expenditure and revenue over a given period. Let's admit! These financial institutions want to analyze the fiscal health of your business. They want to understand what you intend to do with the money, how you will repay the loan, and how you plan to grow if they invest in you.

Other than acquiring investors, these projections will help you determine your financial needs, allocate budget, optimize pricing, analyze major expenditures, track cash flows, and more. Therefore, you need to be clear and crisp with your financial statements. To give you a head-start, we bring you 10 ready-made financial projection templates that will help you envision the future of your business. Let’s check them out.

Template 1: Financial Projection PPT Template

Here’s a set of templates comprising various documentation slides for making financial projections for a retail store. You can use this complete presentation to predict the revenue of the company for up to five years. Analyze the sales forecast and income statement to outline a revenue projection for your business. The template is fully customizable. You can add your numbers to assess and revamp your growth strategy.

Download this template

Template 2: Budgeting PPT Slide

Stop stressing over carrying a truckload of documents to create financial projections. Include all the essential reports in one place with the help of this complete presentation on financial forecasting and accounting. You can use this PPT design to analyze cash flow statements, balance sheets, profit, loss, and more.

Grab this template

Template 3: Income Forecast PowerPoint Slide

Leave no scope for error in making financial projections for your business with this PPT design. Go through the vital reports to produce financial forecasts with the help of this template. The slides are presented in a data-driven format to show you the company's cash flow cycle and help you spot shortcomings.

Download this slide

Template 4: Financial Projection PowerPoint Template

Plug your expenses and income into this financial projection template to measure the growth of your company. The values on the template will help you understand if you want to change any aspect of your finances, such as lower operating expenses. The template provides you with a roadmap to bring changes in your budget that might affect profitability.

Template 5: Financial Projection PPT Slide

Understand the company's overall financial performance to scale it up using this customizable financial projection template. Use this PPT design to analyze the yearly revenue and EBITDA of the company to predict future revenues. Download this editable slide for an accurate evaluation of your organization.

Template 6: Financial Summary PowerPoint Slide

Predict revenues and expenses with this well-designed financial projection template, which covers all the essential money matters. This template helps you predict the profit of the organization yearly. Besides, you can use this PPT slide to review your company's current financial performance to make viable decisions.

Template 7: Financial Projection PowerPoint Slide

Present a financial summary with this PPT slide to reel in prominent investors. List essential financial areas of the company in the template, such as revenue, net profit, net profit margin, and more to help investors understand the potential of your company. 

Template 8: Financial Projection PowerPoint Slide

Deploy this PPT layout to make yearly financial projections of your company. List the expenses on the given template and measure the revenue generation over a given period. Understand the looming shortfalls, budget, and outlay on time to secure your organization's future using this ready-to-use financial projection template.

Template 9: Financial Projection PowerPoint Slide

Impress your investors by showcasing your company's financial potential with this template. Incorporate this template to present business angels with an overview of your organization's financial status over the years. Add the revenue, expense, and financing cost in the template to make your investors believe in your company's future.

Template 10: Financial Summary PPT Slide

Use this data-driven financial projection template to envision your organization's spending and sales. List the essential expenditures in the template that will help your company scale up. Develop a sales forecast to project the expected yearly revenue. This template will help you make calculative decisions to streamline your company's cash flow cycle.

Financial projection templates help you achieve your business goals by keeping you realistic about the company's income and expenses. These templates allow you to stay within the range and make necessary adjustments to make viable investments. Therefore, make sound decisions about your funds with the utmost professionalism, and bring changes to the finance department that work for your business with these pre-designed templates.

SlideTeam's crisp and engaging PPT slides are perfect for helping you draft financial projections, which are more than just documents of numbers and figures. These PowerPoint templates help you comprehend different aspects of your finances to predict future revenues that might elevate the growth of your business. 

P.S : Calculate your company’s EBITDA margin to make informed decisions using our actionable PowerPoint templates featured in the blog . 

Download the free Financial Projection PDF .

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Financial Performance

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Financial performance is a subjective measure of how well a firm can use assets from its primary mode of business and generate revenues. The term is also used as a general measure of a firm’s overall financial health over a given period. Analysts and investors use financial performance to compare similar firms across the same industry or to compare industries or sectors in aggregate.

There are many stakeholders in a company, including trade creditors, bondholders, investors, employees, and management. Each group has its own interest in tracking the financial performance of a company. The financial performance identifies how well a company generates revenues and manages its assets, liabilities, and the financial interests of its stake- and stockholders.

There are many ways to measure financial performance, but all measures should be taken in aggregate. Line items, such as revenue from operations, operating income, or cash flow from operations can be used, as well as total unit sales. Furthermore, the analyst or investor may wish to look deeper into financial statements and seek out margin growth rates or any declining debt. Six Sigma methods focus on this aspect.

The balance sheet is a snapshot of the finances of an organization as of a particular date. It provides an overview of how well the company manages its assets and liabilities. The income statement provides a summary of operations for the entire year. The income statement starts with sales or revenues and ends with net income. The cash flow statement is a combination of both the income statement and the balance sheet. For some analysts, the cash flow statement is the most important financial statement because it provides a reconciliation between net income and cash flow.

Show financial performance of your company and how well financial objectives have been accomplished with our financial performance PowerPoint presentation template. Financial performance is a subjective measure of how well a company can use assets to generate revenues. The financial performance template contains 4 slides with comprehensive infographics.

The first slide features a color-coded histogram series and round doughnut shape with an editable text placeholder for the financial year.  The presenter can use the second slide that features a color-coded map to show the different financial performance and rating per region.  Subsequent slides present line graph data and color-coded pie charts to evaluate and analyze financial performance in a given financial year. You can edit and customize the financial performance template to meet your requirements. You can change color, text and scale icons.

This template will be useful for economists and financiers when preparing quarterly and annual reports on the company’s activities. Also, this template will be useful for heads of companies in preparation for the meeting with shareholders. You can use the slides in this template when preparing a financial statement of the company and plans to increase profits.

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• Presentations

Financial Report

Used 4,997 times

Reviewed by Denis Malkov

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

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Financial Report Presentation

Prepared for:

​ [Client.Company] ​

Prepared by:

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

Executive summary

Revenue over time

Balance sheet

Revenue over Customer

Revenue by key products

P&L (Profit

Financial analysis

Revenue by region

Table of Contents

Executive summary

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

of the data that this presentation is going

Financial metrics

Including financial metrics in your presentation will give the report credibility

and help everyone visualize the underlying data.

Metrics to include:

Earnings per share.

Earnings before interest, taxes, depreciation, and amortization.

Operating income

Revenue minus operating expenses.

Profit margins

Net income divided by revenue.

Operating income minus non-operating expenses.

Financial results

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

Financial analysis

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

Revenue and profit

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

Your revenue

Your profit

Revenue over time

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

Revenue over customer segments

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

Revenue by key products

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

Revenue by region

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

Revenue analysis

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

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

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

P&L (Profit and Loss)

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

Add your company's financial expenses.

Example expenses:

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

Variable expenses like production and labor

Intermittent expenses like tax repayments or repair costs

Discretionary expenses such as event hosting and software subscriptions

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

Care to rate this template?

Your rating will help others.

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What Is A Finance Presentation?

A finance presentation clearly communicates financial data and analysis to an audience. It can cover income statements, balance sheets, forecasts, investor pitch decks, and loan proposals.

Who Can Use Our Finance PowerPoint Templates?

Our financial presentation template collection empowers business professionals across industries to create impactful presentations . Here are some of the common use cases: 

• Managers: Clearly communicate financial performance to stakeholders with professional layouts and visuals.
• Investors: Analyse potential opportunities with the help of impactful chart and graph diagrams , confidently making informed decisions.
• Financial Analysts: Craft clear and concise presentations for clients, saving time and ensuring your message resonates effectively.
• Entrepreneurs: Impress potential investors with compelling financial narratives that showcase your business’s potential.

Why Choose Our Financial PowerPoint Templates? 

With SlideUpLift ’s templates, you can get the most out of your presentation with our:

• Pre-Designed Layouts: Our finance PPT template collection features pre-designed layouts specifically tailored for various financial presentations, from income statement analysis to financial forecasts. This eliminates the need to build financial slides from scratch, allowing you to focus on inserting your key financial data and analysis.
• 100% Customizable : Tailor the content, colors, fonts, and visuals to match your brand identity and ensure a cohesive presentation.
• Software Compatible : Use the templates on your preferred platform: Microsoft PowerPoint or Google Slides .
• Presentation Design Services: Need to build a finance powerpoint template that stands out? With our customised presentation services , let our experts do the heavy-lifting while you focus on achieving your business objectives.
• AI-Powered Slide Editor: Not sure where to begin? Our innovative AI Slide Editor allows you to generate your financial presentations within seconds by providing relevant instructions.

Product Pricing

What should be included in a financial presentation.

Financial presentations can be powerful tools, but ensuring they resonate requires a strategic content mix. Here’s what to include:

• Financial Statements: Form the bedrock of your presentation. Include income statements , balance sheets , or cash flow statements , depending on your focus.
• Key Ratios: Go beyond raw numbers. Present key financial ratios like profitability, liquidity, solvency, and activity ratios to provide deeper insights into your financial health.
• Funding Updates: Are you seeking investment? Briefly discuss your debt and equity funding goals based on your financial analysis.
• Clear Explanations: Don’t just present data – explain it! Highlight trends, analyze performance, and provide insights for your audience.
• Concise Conclusion: Summarize your key points, reiterate your message, and leave a lasting impression.

How To Present Financials In A Presentation?

Transform your financial data into a captivating presentation:

• Utilize pre-designed finance templates to save time and ensure a professional look.
• Balance data with clear explanations and visuals (charts, graphs, and finance icons ). Avoid overwhelming your audience with text.
• Prioritize income statements, balance sheets, or cash flow statements depending on your goals.
• Don’t just present numbers – tell a story with your data. Highlight trends, analyze performance, and provide insights.
• Limit bullet points and visuals to maintain focus.
• Rehearse your delivery beforehand and ensure your finance slides are visually appealing and support your spoken points.

How Do You Write A Financial Presentation?

Craft a winning financial presentation by following these steps:

• Tailor your content to their financial literacy and interests.
• Grab attention with a clear introduction and outline your presentation’s goals.
• Highlight relevant financial statements (income statement, balance sheet, etc.) and key ratios to showcase financial health.
• Extract valuable insights from the data and share them with your audience.
• Weave your data into a compelling narrative that connects with your audience.
• Use clear charts, graphs, and visuals to effectively communicate complex information.
• Conclude by summarizing your key points and leaving a clear next step for your audience.

How To Conduct A Finance Presentation Well?

Delivering a compelling financial presentation requires confidence, clarity, and a focus on your audience. Here are some presentation tips on how to hit all the right notes:

• Know Your Numbers Inside Out:  Confidence starts with mastery of your material.  Triple-check your figures and be prepared to answer questions. Consider practising a mock presentation with your manager to anticipate potential inquiries.
• Be Their Guide, Not a Data Dump: Financial data can be overwhelming. Think of yourself as a guide, using clear explanations, “wayfinding” language (e.g., “Let’s focus on”), and visuals to illuminate key points and empower leaders to make informed decisions.
• Grab Their Attention, Then Focus: Hook your audience from the start with a thought-provoking statement or surprising fact.  Clearly state your presentation’s goal and outline your 3 main points using concise language and visuals.
• Less is More: Refrain from overloading slides with information.  A clear point, 6 bullets or less, and one key chart will keep your audience engaged and focused on your message.
• Preparation is Key: Practise your delivery beforehand and try to overcome your fear of public speaking . Speak slowly and confidently, allowing room for questions.  Make eye contact with key audience members and use gestures strategically to emphasize points. 
• Structure Matters:   Begin with introduction slides summarizing your presentation and end with takeaways and next steps.  This “tell them, tell them, tell them” approach ensures clarity and reinforces your message.
• Seek Feedback and Refine:   Don’t be afraid to ask trusted colleagues for honest feedback after your presentation.  Use it to continuously improve your communication skills and become a confident and impactful financial presenter.

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