how to make financial presentations more exciting
Post on 15-Feb-2017
166 Views
Preview:
TRANSCRIPT
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?
www.exaltus.ca
top related