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Every month, there’s always a situation where people in your organization look tense or stressed. Consider it to be your financial report presentation day. Every company reviews their monthly, quarterly, or yearly financial reports to check whether they are earning profits. People must know that their plans to achieve success are working out for them and they have picked the right path. If you are looking for a document to check the financial position of your organization, then a financial report satisfies your needs.
A financial report contains information about the company’s revenue, expenses, cash flow, and capital. This information helps people understand the company's performance graph and discover lagging areas. These reports are made by the company's accounts team, which is responsible for keeping the data related to revenue and expense. This document must also be well-maintained because the stakeholders can request financial reports or potential investors willing to know about your company's profits. That is why the management will always be concerned about the financial report and its presentation. Finance and marketing go hand in hand in the company. Along with financial reports, you also should know about good marketing plans. To get the best templates for marketing plans, check out the blog on top 10 marketing plan templates.Â
The presentation part is tricky as you have to be presentable in your meetings so that people will understand the points you put on the table. Also, to convince the investors, you must present your financial report in a way that impresses everyone. You don’t have to worry about the presentation part because you are a part of our SlideTeam family. You can find the top 7 monthly financial reports template below that will help you make your presentation professionally excellent. Let’s explore those templates now!
Template 1: Monthly Financial Report With Budget and Variance
To present your company's financial position, you need to know what you had planned for the months. There is always a budget to execute things in a company, but nothing goes as planned. This PPT template will help you make a report that will give you information about revenue, other expenses, net income, and return on assets. You will get a sorted report that will tell you the budget, the actual income or expense, and the variation. By this, you will get a clear vision of the financial position of your organization. This is a very professional template.Â
Template 2: Monthly Financial Performance Result Reporting
Are you seeking a PPT template to present your data in shapes and graphs? We have a perfect product for you. This template perfectly presents the financial performance results in graphs and charts. This way, your meetings will not be boring anymore. This PPT layout will cover and present the gross margin profits, operating expenses ratio, operating profit margin, net profit margin, and income statement. You will also get a monthly bar graph presentation of the revenue and COGS. This template is entirely customizable and has an Excel sheet to alter the data per your needs.Â
Template 3: One-page Monthly Financial Performance Reports for Management
It is difficult to put all the data in just one page and present it to your bosses and colleagues. But now it has become easy because this one-page PPT layout will help you present the monthly financial performance on only one page. You can be more precise and talk to the point now. This template covers your company's monthly balance sheet and its complete analysis. You can put all the numbers here to make your stakeholders and managers understand the month's financial performance. To get this template, click on the link below.
Template 4: Summary of Business Management Monthly Financial Report
Now, summarise your company’s monthly financial position with the help of this informative PPT template. This A4 size template will help you explain the significant segments of your business management that are affecting the company’s financials. The points covered in this template are monthly overview, risk management action items, monthly expense and budget report, and monthly sales forecast. This PPT layout will help point out the hindrances your team faced in the previous months so that the managers can take necessary actions. Get this template from the below link.Â
If you want to present your operating report and are looking for a template to help you in this, this blog is perfect for you.
Template 5: Monthly Financial Report Worksheet One-page Summary
Highlighting the financial performance could become tricky if you don’t have an appropriate format. We have come up with a solution for you. This template will help you present the financial position of your company, and also it will present the data on a monthly, weekly, and quarterly basis. This template will provide you with information on significant segments of the finance like revenue earned, expenses incurred, new orders, and production status of the company.
Template 6: One-page Wealth Management Monthly Financial Summary
This template will give new heights to your presentation of the company’s finances at a new level. This template is filled with high-class table formats to sort the data and present them in front of your management and your stakeholders. This presentation will allow you to summarize the data in a way that looks professional and will be easy to understand. In this PPT layout, you will get a table for cash flow summary, net worth snapshot, goal status, asset location, and information about current items in the company. Download this template now!
Template 7: One-Pager Business Monthly Financial Report
Do you need a quick and creative way of presenting the monthly financial report? You should download this template now. This PPT layout will provide you with information about the financial report of the concerned month. You can sort the financial information like gross profit, operating profit margin, net profit margin, cash position, and forecast financial analysis. There are some ways in which you can make boring numbers presentable. Click on the link below to download this template.Â
Make Your Financial Reporting Fun with Us
Somedays, the financial reports may become dull and not enjoyable to read as they only contain big numbers and nothing at all. It is really important to present those long digits in a more fun manner so that they don’t bother the brains of your team members with boredom. Our PPT templates will help you in making that impossible task possible. We have made these creative and professional templates that will present your monthly financial reports in a very attractive way. The data will become understandable to your team, and you can easily compare the company's progress. Monthly financial reports are essential to audit as this will help the company to put exemplary efforts on the right track.Â
Present your monthly marketing plans with the help of these creative and professional templates. Check out this blog now!
