Do you find it hard to appease investors? Our Investor Report presentation provides the most important talking points in front of board members and stakeholders and allows the investor relations team to highlight recent wins and secure future support.
Download
Need a way to communicate periodic updates with stakeholders and team members? With sections that traverse essential areas of most businesses, our Quarterly Report presentation lays out insights from financial performance, market and industry trends, product and innovation updates, operations and supply chain, sales and marketing performance, organizational updates, strategic initiatives, risks and challenges, and future outlook. Use these slides to simplify complex reporting, set a solid foundation for strategic conversations, and make proactive adjustments for long-term planning.
Download
Need to showcase the year's achievements? Our Annual Report collection provides customizable slides that can be used for any business need. It includes slides for growth and market share, product portfolio, revenue breakdown, sales summary, income versus expenses, sustainability highlights, and many more.
Download
Organize income, cash flow, and balance sheets with out all-in-one Financial Statement Template. It offers monthly, quarterly, and yearly data visualizations with a dashboard to assess the company's financial health. It also generates a PDF ready for export, including all three statements' annual outcomes.
Download
How to clearly show the performance of your organization with numbers? The three financial statements model – which includes the balance sheet, the income statement, and the cash flow statement – remains the tried-and-true representation of financial data across all industries. This collection of financial statements not only allows executive leaders and shareholders to peer into a company’s performance, but also uncovers the story and reasons behind those numbers.
Download
Are you a business owner, entrepreneur, or freelancer trying to keep track of your finances and monitor your business performance? This Profit and Loss Statement spreadsheet focus on the business's growth with organized and streamlined finances – no more manual or non-reliable calculations.
Download
What can businesses do to maximize returns and minimize risks in volatile economic conditions? Use our Investment Strategies presentation to achieve higher ROIs, promote steady, sustainable growth, and ensure that investments are not only profitable but also aligned with the company's long-term objectives and risk tolerance.
Download
How can you have confidence in an acquisition’s potential and avoid costly missteps? A well researched and structured Due Diligence Report considers how findings on market trends, competitive positioning, financial analysis, growth areas, and post-acquisition implementation can work for or against the commercial viability of the acquisition target. Insights from commercial due diligence mitigate acquisition risks, highlights value-creation pathways, and aligns the investment with broader business goals.
Download
Need help with which companies or projects to invest in? As a key driver of value in business, ROIC measures how well the company deploys its capital. Use our ROIC & Investment Valuation spreadsheet to compare the efficiency of capital use between companies and make the right investment decisions.
Download
Need an efficient way to identify the Internal Rate of Return (IRR) of a company purchase? Download our LBO Model Template to evaluate if a purchase is worth it. Everything is covered: from valuation of the target company and loan viability to scenario simulation and investment return assessment. Plus, it includes extra features like charts that break down the cash flow and loan details, along with a sensitivity analysis to explore different exit scenarios and their impact on returns.
Download
Unsure how to allocate your resources? Budget planning is a powerful tool to manage spending habits and take more control of where money flows. Our Budget Planner collection provides customizable templates for any business planning needs. It includes slides for quarterly and monthly budget tables, budget summaries, budget versus actual, budget breakdown, Sankey financial chart, plus many more.
Download
How to develop an effective budget proposal and get the right amount of resources to fund worthwhile projects? This comprehensive budget plan presentation allows managers to quickly adapt to changes from within the company and the economy, to reconcile risk with innovation, and to back up worthwhile investments by projection of future returns.
Download
Need a way to supervise financial transactions, adhere to predetermined budgets, and forecast upcoming expenses? Our Business Budget Planner, available in both Microsoft Excel and Google Sheets, aids managers in making strategic decisions that aim to safeguard the company's financial future.
Download
Simplify the process of budget creation with our Budgeting Model template. This template includes examples from multiple departments, as well as consolidated data for the company.
Download
Are you looking to determine which investment opportunities are best for your company, especially when multiple options are available? How can you tell you’re investing your capital in the best project? Our Captial Budgeting template, available in Microsoft Excel and Google Sheets, will help you to evaluate the best projects and opportunities to invest in.
Download
What is the most effective revenue model or monetization strategy for your organization? This presentation provides a comprehensive guide to tried-and-true revenue models that can be highly lucrative when used right. Use these slides to integrate sound avenues for monetization with your current value proposition, customer relationship, and operation structure.
Download
When in doubt about a decision, a potential project or changes to a venture, you need a reliable evaluation tool. Our Cost-Benefit Analysis presentation empowers you to get the most out of every proposal and idea, identify the highest and most optimal return on an investment based on the cost, resources and risks involved and make data-driven, precise decisions.
Download
Want to identify the most high impact areas to save costs across your organization? Use our Cost Optimization presentation to organize cost reduction initiatives, and uncover which will bring the greatest reward with the least impact to business efficiency and quality.
Download
Need to improve your product pricing to maximize your profit margin? This Pricing Strategies Toolbox includes some of the most useful and common pricing strategies. With these tools, evaluate price sensitivity and pick the right pricing for the right market to maximize profit margin for any product.
Download
Need to evaluate the best pricing strategy for a product? This Pricing Strategy spreadsheet includes the top pricing tools to evaluate cost, feature, market share, competition, and customer price sensitivity. Adjust and analyze pricing to maximize profit margin for any product based on key metrics such as LTV, CAC, COGS, market share gained, or customer price perception.
Download
Need to manage a company’s books? Our Bookkeeping Dashboard spreadsheet provides detailed charts and graphs to track income, expenses, and profit across any time period. Whether a small business that needs to manage its finances, a bookkeeping and payroll service provider, or an accountant inside a large corporation, use this spreadsheet to easily manage and visualize bookkeeping data to create beautiful reports.
Download
Does your team struggle to meet your most important business objectives?KPIs are vital for performance metrics as they create organizational accountability for what’s needed to reach critical goals. Us this KPI and Performance Metrics presentation to sync your team, instill self-reliance in individual members, and keep critical goals top of mind as decisions are made.
Download
Do you struggle to make sense of volumes of disparate data points? Our Data Storytelling presentation shares a unique variety of visualizations to amplify the central message behind numbers. Categorized by the storytelling angle of each design – whether it’s to illustrate change over time, ranks and tiers, spread of variation, relationships and connections, or contributing elements – these creative slides uncover the nuanced observations needed to sharpen business foresight, decode statistical complexity, and provide a more user-friendly way to absorb information.
Download
What are the best ways to translate data into actionable items? This collection of data visualization charts addresses this hurdle with a variety of charts, graphs, tables, and infographic designs that translate numbers into digestible insights. These designs not only help the creators better communicate their message, but also allow viewers to grasp the importance of intricate, numerical details.
Download
Use ten dynamic and customizable charts. They are grouped into four main categories: Progress, Timeline, Distribution, and Statistical charts. Each one has a specific role, be it in tracking trends, outliers, or analyzing complex data distributions. Download the Ultimate Charts (Part 5) in Microsoft Excel or Google Sheets to use these tools.
Download
Manage your portfolio with a template that updates the stock data in real-time. Download our Portfolio Tracker template, available in both Microsoft Excel and Google Sheets, to benefit from a structured and systematic approach to portfolio management.
Download
Do you struggle with loan payment and management? Our Ultimate Loan Tools (part 2), available in Microsoft Excel and Google Sheets, will help you to oversee loans, analyze optimal repayment methods, and maintain financial stability to avoid a debt snowball
Download
How should investors manage the inevitabilities of risk? What are the most powerful wealth-building tools that require little technical skill? How do our brains hold us back from a more prosperous future? Morgan Housel answers these questions and shares how human thought, habits, and emotions are intertwined with investment. He shares insights and strategies for how investors can leverage these connections for personal gain — not only financial but personal and emotional as well.
View summary
A book that received high praise from Warren Buffett, The Outsiders chronicles the unconventional techniques that led eight CEOs to outperform the S&P 500 by an astounding twenty times. Read this summary to find out what they have in common.
View summary
A favorite read of Bill Gates and Warren Buffett, this book moves beyond the flashy advice of business newbies and provide relevant insights that stand the test of time. Learn from decade-old stories that still resonate in the business world today.
View summaryJoin today and download hundreds of business templates