How to make financial presentations

MORE EXCITING

Know your AUDIENCE1 Tell them why they

SHOULD CARE2Share what the #s can

HELP THEM DO

3Use the right

LANGUAGE

4Make itVISUAL

5 Cut through the

CLUTTER6Trim theEXTRAS

7 Make the dataMEANINGFUL8 Summarize the

TAKEAWAYS9

Turn your complex data into

A COMPELLING STORY

RedesigningWEAK CONTENT

… is like puttingLIPSTICK ON A PIG

1 Know your AUDIENCE

Use the right

LANGUAGE2

Tell them why they should

CARE3

Share what the numbers canHELP THEM DO4

Trim theEXTRAS5

(That’s what HANDOUTS & APPENDICES are for.)

Solid CONTENT …

… Artfully PACKAGED

Make itVISUAL6

Show TRENDS not RAW DATA

Jan Feb Mar Apr May Jun Jul

Units SoldProduct 1 Product 2

Jan 410 105

Feb 510 305

Mar 610 505

Apr 710 705

May 810 905

Jun 910 1,105

Jul 1,010 1,305

Choose THE RIGHT charts

To show PERCENTAGES

TO COMPARE items in a range

Show trends OVER TIME

Cut through the

CLUTTER7

• THISISABULLET• THISISABULLET• THISISABULLET• THISISABULLET• THISISABULLET• THISISABULLET• THISISABULLET• THISISABULLET

This is a document This is a slide

Phew!

I canBREATHE

• THISISABULLET• THISISABULLET• THISISABULLET• THISISABULLET• THISISABULLET• THISISABULLET• THISISABULLET• THISISABULLET

Reduce TEXT clutter

Product 1

Product 2

Product 3

Product 4

Sales 2.1 2.5 3.5 4.5

2.12.5

3.5

4.5

00.5

11.5

22.5

33.5

44.5

5

Sale

s in

Milli

ons

Products

Sales

2.12.5

3.5

4.5

Product 1 Product 2 Product 3 Product 4

Sales by Product ($M)

Reduce CHART clutter

UseanappendixMake the dataMEANINGFUL8

Use BENCHMARKS to give CONTEXT

8%

11%

6%

12%

Product 1 Product 2 Product 3 Product 4

Vs. target

Year-over-Year Sales Variance (%)

Tell them whether the numbers are GOOD or BAD

Summarize the

TAKEAWAYS9

Do you need a deck that

ROCKS?

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