Financial Table Slide

Use this Financial Table slide to present a summary of financial information. This slide is most commonly used for investor pitch decks or board meeting decks. It provides a standard format for presenting either actual financial results or pro-forma financial forecasts. By default, this financial table provides columns to present a year of financial data broken out quarterly and three years of financial data presented annually. The financial table is built using the native table function in PowerPoint or Keynote and can easily be customized with the financial reporting requirements of your business.

Tips for Using the Financial Table

By default, the Financial Table contains rows for the following financial metrics:

  • Unit Sales. This refers to the quantity of product sold during the financial period. This can refer to actual units sold, number of subscribers, or another unit metric specific to your business.

  • Revenue. This is the total gross revenue generated during the financial period.

  • Cost of Goods Sold. This is the cost of goods sold (commonly referred to as COGS or cost of sales) for the financial period.

  • Gross Profit. This is the gross profit for the financial period. Generally, this is equal to Revenue less Cost of Goods Sold.

  • Gross Margin (%). This is the gross margin for the financial period. Generally this is equal to Gross Profit divided by Revenue.

  • Expenses. This is the total expenses for the financial period. Expenses are further segemented by cost center including G&A (General and Administrative), R&D (Research and Development which will typically include all costs associated with engineering and product development), Sales (which generally includes business development and sales costs), Marketing (which generally includes costs for marketing staff and advertising), and Operations (which varies by company but often contains hosting and devops costs for technology businesses).

  • Net Profit This is the net profit for the financial period. Generally, net profit is equal to Gross Profit less Expenses. Depending on the business, it may make more sense to present EBIT (earnings before interest and tax) or EBITDA (earnings before interest, tax, depreciation, and amortization) instead of or in addition to presenting Net Profit.

  • Profit Margin (%). This is the profit margin for the financial period. Generally this is equal to Net Profit divided by Revenue.

  • Headcount. This is the total number of full-time employees employed by the company at the end of the financial period. For most early stage and technology-oriented businesses, expenses will be heavily correlated to headcount. For this reason, its important to present headcount along with other financial data (even though this may not be a common practice when presenting financial data in other contexts such as GAAP accounting statements).

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