Sales waterfall showing gross revenue and inventory

Description:

The image presents a Sales Waterfall chart that details the progression of gross revenue and associated costs, ultimately resulting in net income. The chart displays a sequence of values that contribute to the increase or decrease of a company’s revenue. The initial bar represents the gross revenue, followed by deductions for revenue adjustments, resulting in net revenue. Further reductions are shown for inventory, merchandising, and other sales costs. There are also values for gross income, staff expenses, marketing, facilities & insurance, operating income, taxes, and the final net income.

The chart uses different colors to distinguish between increases (blue), decreases (red), and totals (green). It is particularly useful in visualizing how each component contributes to the final financial outcome. The note below the chart indicates that it is linked to Excel and can automatically update based on the data by simply clicking on it and selecting "edit data," showcasing a dynamic and interactive feature for the presenter.

Use Cases:

This type of chart can be utilized in a variety of industries for financial presentations, helping audiences understand the flow of revenue and costs:

1. Retail:

Use: Analyzing sales data and inventory costs

Presenter: Financial Analyst

Audience: Sales Managers

2. Manufacturing:

Use: Tracking product costs and gross margins

Presenter: Cost Accountant

Audience: Operations Managers

3. Financial Services:

Use: Reporting on company financial performance

Presenter: Finance Manager

Audience: Investors and Shareholders

4. Healthcare:

Use: Managing revenue from patient services and related expenses

Presenter: Healthcare Administrator

Audience: Department Heads & Financial Officers

5. Real Estate:

Use: Assessing profitability from property sales and associated costs

Presenter: Real Estate Financial Planner

Audience: Real Estate Investors

6. Technology:

Use: Understanding revenue streams from product sales and service costs

Presenter: CFO or Finance Director

Audience: Executive Management Team

7. Hospitality:

Use: Demonstrating financial outcomes from hotel or restaurant gross revenue

Presenter: Head of Revenue Management

Audience: Owners and Stakeholders