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Financial Report Premade Template

A comprehensive financial report template designed for organizations presenting annual or periodic financial results to stakeholders. Built on the Classic Financial Report framework, this presentation covers everything from income statements to cash flow analysis and future projections. Ideal for investor meetings and board presentations.

Financial Report Featured Image

How to Build a Financial Report Presentation

Learn how to create a compelling financial report that communicates your organization’s fiscal performance to stakeholders. This comprehensive guide walks you through the essential components of effective financial reporting, helping you present statements, analyze trends, and provide forward-looking guidance with clarity.

1. Title

Title slides help you open presentations with impact. Use them to create strong first impressions with opening slides that set the tone, introduce your topic, and establish your brand. Ideal for any presentation where a polished, professional opening slide sets the stage for everything that follows.
Built using Title slides

2. Executive Summary

Executive summary slides help you present key points concisely for busy stakeholders. Use them to distill complex information into clear highlights, recommendations, and conclusions that can be understood at a glance. Ideal for board presentations, project updates, and any situation where decision-makers need the essential takeaways fast.
Built using One Pager / Snapshot slides

3. Financial Performance Overview

Financial performance overview slides help you summarize key financial results at a glance. Use them to present top-line metrics like revenue, profit, and growth in a clear dashboard format. Ideal for annual reports and investor presentations where stakeholders need a quick snapshot of financial health.
Built using Financial Table slides

4. Income Statement

Income statement slides help you present revenue, expenses, and profitability in a clear format. Use them to display your profit and loss summary with key line items and period comparisons. Ideal for financial reports and earnings presentations where stakeholders need to understand how the business performed during the period.
Built using Financial Table slides

5. Revenue Analysis

Revenue analysis slides help you break down income sources and growth drivers. Use them to present revenue by segment, geography, product line, or customer type. Ideal for annual reports and financial reviews where understanding where revenue comes from helps stakeholders assess business performance.
Built using Investment slides

6. Expense Analysis

Expense analysis slides help you break down costs and spending patterns. Use them to present operating expenses by category, department, or function with trends and comparisons. Ideal for financial reports and budget reviews where understanding cost structure helps stakeholders evaluate operational efficiency and management.
Built using Charts slides

7. Profitability Metrics

Profitability metrics slides help you present your bottom-line performance clearly. Use them to display gross margin, operating margin, EBITDA, and net income with trends and benchmarks. Ideal for financial reports and investor presentations where demonstrating profitability and efficiency builds confidence in management.
Built using KPI Dashboard slides

8. Balance Sheet

Balance sheet slides help you present your organization's financial position at a point in time. Use them to display assets, liabilities, and shareholders' equity in a clear, organized format. Ideal for financial reports, investor presentations, and board meetings where stakeholders need to understand your financial standing and capital structure.
Built using Financial Table slides

9. Cash Flow Statement

Cash flow statement slides help you show how money moves through your organization. Use them to present operating, investing, and financing activities in a clear format. Ideal for financial reports and investor presentations where demonstrating cash generation and management builds stakeholder confidence in liquidity.
Built using Financial Table slides

10. Working Capital Analysis

Working capital analysis slides help you present your short-term financial health. Use them to display current ratio, quick ratio, cash conversion cycle, and liquidity metrics. Ideal for financial reports and board presentations where demonstrating operational efficiency and ability to meet obligations matters to stakeholders.
Built using Equation slides

11. Key Performance Indicators

Key performance indicators slides help you define the metrics that measure success. Use them to present the KPIs that track progress toward your strategic goals, including targets, benchmarks, and measurement frequency. Ideal for strategic plans and business reviews where clear metrics ensure accountability and keep execution on track.
Built using Simple Numbers slides

12. Year-over-Year Comparison

Year-over-year comparison slides help you show how your budget request compares to previous periods. Use them to display changes, trends, and variances that explain increases or decreases. Ideal for budget proposals and financial reviews where context from prior years helps stakeholders understand your current request.
Built using Financial Table slides

13. Budget vs. Actual Analysis

Budget vs. actual analysis slides help you compare planned performance against real results. Use them to display variances, explain deviations, and show how well forecasts aligned with outcomes. Ideal for financial reports and board presentations where demonstrating fiscal discipline and forecast accuracy builds credibility.
Built using Financial Table slides

14. Risk Factors & Challenges

Risk factors slides help you identify financial and operational challenges facing the business. Use them to present key risks, their potential impact, and mitigation strategies in place. Ideal for financial reports and investor presentations where transparent risk disclosure demonstrates responsible governance and planning.
Built using Table slides

15. Future Outlook

Future outlook slides help you share expectations and guidance for upcoming periods. Use them to present forecasts, targets, strategic priorities, and key assumptions. Ideal for financial reports and investor presentations where forward-looking statements help stakeholders understand your trajectory and growth potential.
Built using Simple Numbers slides

16. Thank You

Thank you slides help you close presentations professionally. Use them to end with gratitude, provide contact information, and leave a polished final impression. Ideal for any presentation where a professional closing reinforces your message and gives your audience a clear way to follow up or stay connected.
Built using Thank You slides

Build your Financial Report presentation with Twodart

Transform your Financial Report vision into reality with Twodart’s user-friendly platform. Follow our step-by-step guide, harnessing our vast collection of slides and tools, to create a compelling and cohesive presentation that resonates with your audience.

Step 1

Browse and Select Your Slides​

Discover from over 9,172 unique slides in 134 categories or kickstart with 31 premade presentation templates. Design skills? Not needed.

Step 2

Brand Your Presentation

Add your logo and easily customize theme colors to align with your brand. 30+ preset colors, or explore unlimited color options for perfect match.

Step 3

Export Presentation Seamlessly​

With a single click, export your slides to Powerpoint, Google Slides, or Keynote. Enjoy unlimited exports with no restrictions or limitations.

Step 4

Personalize Your Content​

Replace text and image placeholders with your content effortlessly. Customize using tools like Powerpoint, Google Slides, or Keynote and present proudly.

Try Twodart for free today and experience the ease of creating remarkable presentations.

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