Business financial report template

Seventeen slides covering the full year: the three statements, where revenue and cost moved, how the business performed against plan, and what's expected next. Select it, brand it to your company in one click, add your figures, and export to PowerPoint, Google Slides, or Keynote.

Use this template See all 17 slides

Free to start. No credit card required.

Slide 01

Title

Company name, the reporting period, and the report date.

Built using “Title” slide

Slide 02

Executive Summary

The year in a paragraph, with key metrics and highlights beside it.

Built using “One Pager / Snapshot” slide

Slide 03

Financial Performance Overview

Year-over-year comparison as a table, revenue through to margin.

Built using “Financial Table” slide

Slide 04

Financial Performance Overview

The same comparison charted, with the trend line across periods.

Built using “Charts” slide

Slide 05

Income Statement

The consolidated statement of operations, line by line.

Built using “Financial Table” slide

Slide 06

Revenue Analysis

Revenue split by service line on a donut, with each line's contribution called out.

Built using “Investment” slide

Slide 07

Expense Analysis

Operating expenses broken down and trended, with the drivers behind each.

Built using “Charts” slide

Slide 08

Profitability Metrics

Gross, operating, and EBITDA margin, charted against prior year.

Built using “KPI Dashboard” slide

Slide 09

Balance Sheet

Assets, liabilities, and equity, totaled.

Built using “Financial Table” slide

Slide 10

Cash Flow Statement

Operating, investing, and financing activities, charted alongside the table.

Built using “Financial Table” slide

Slide 11

Working Capital Analysis

Days sales outstanding, days payable, inventory days, and the cash conversion cycle.

Built using “Equation” slide

Slide 12

Key Performance Indicators

Return on equity, return on assets, leverage, and growth metrics against target.

Built using “Simple Numbers” slide

Slide 13

Year-over-Year Comparison

Multi-year trends across every headline figure, tabled and charted.

Built using “Financial Table” slide

Slide 14

Budget vs. Actual Analysis

Every line against plan, with the variance and the reason for it.

Built using “Financial Table” slide

Risk factors and challenges slide, business financial report template, financial risks with impact and mitigation

Slide 15

Risk Factors & Challenges

Each financial risk with its impact and the mitigation against it.

Built using “Table” slide

Slide 16

Future Outlook

Next year's guidance: revenue range, margin range, and the initiatives behind them.

Built using “Simple Numbers” slide

Slide 17

Thank You

Where to download the full report, plus investor relations contacts.

Built using “Thank You” slide

About the business financial report template

The structure, the slides, your brand, and a file you can edit anywhere.

Built for the two questions a year-end report has to answer

A year-end report answers two questions: what happened, and was it what we said would happen. This template covers the first with the three statements plus revenue, expense, and margin analysis, and the second with a budget-versus-actual slide that puts every line against plan with the variance explained.

Built from 9,000+ slides across 134+ categories

Every slide here comes from the same library. Financial tables, waterfall charts, KPI dashboards, and comparison layouts are already in it, so adding a second business segment or another year of comparatives takes a minute. Everything sits on the same grid, so the layout still holds.

Brand the whole presentation in one click

Add your logo, colors, fonts, and background once. It applies to the whole presentation and the entire slide library at the same time. Your year-end report, board updates, and investor materials all look like they came from one company.

Export to PowerPoint, Google Slides, or Keynote

You get a real file, not a locked link. Export it and keep editing in the tool you already use. Every table and chart stays editable, so the numbers can change through audit without a rebuild.

How Choladeck works

From blank page to finished presentation in four steps.

STEP 01

Browse 9,000+ slides across 134+ categories, or open one of the 74 premade presentations.

STEP 02

Add your logo, colors, and fonts in one click. The whole presentation instantly matches your company.

STEP 03

Add your text, numbers, charts, and tables. Everything on the slide is editable.

STEP 04

Send it to PowerPoint, Google Slides, or Keynote, and present.

Build your own

Nothing here fits? Build your own business financial report

This template is assembled from the same 9,000+ slides. Pick the slides you need, drop them into one file, and brand the whole thing in one click.

Open the slide library Book a demo

Questions about the business financial report template

What's inside the template, and how far you can change it.

Using the template

Is the template fully editable?

Yes. Text, tables, charts, icons, and colors on every slide are yours to change. Nothing is locked and nothing is a flat image.

How do I brand it to my company?

Add your logo, colors, fonts, and background once. It applies to the whole presentation and the entire slide library at the same time.

Can I add slides from the slide library?

Yes. Add any slide from the library into this one, or swap out one that doesn't fit. Everything works together.

What's included

Are all three statements included?

Yes. Income statement, balance sheet, and cash flow, each on its own slide with the figures as live tables you can replace.

Does it cover performance against plan?

Yes. A budget-versus-actual slide puts every line against what was forecast, with the variance and the reason beside it.

Is placeholder content included?

Yes. Every slide comes with realistic text, sample figures, and filled-in charts, so you can see how the business financial report reads before you put your own numbers in.

Start your business financial report
from one that's already done

Pick it, brand it, add your content, and export.

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Business financial report template