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Synopsis

How do you win over investors? One of the proven ways is quarterly reporting. We created a structured Quarterly Report (Part 1) deck so you can make an easy-to-follow presentation that showcases your team's achievements in the past three months, keeps leadership accountable and informs your customers, staff and stakeholders about possible risks and opportunities. Also, check out our Annual Report and Mid-Year Business Review.

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Slide highlights

With this slide, cover your venture's key ratios used in financial analysis. These may include Share Price/Earnings per Share (P/E), Return on Assets, Debt to Equality, Return on Equality, Current Ratio and Return on Investment (ROI).

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Use this slide to go over the state of your project management to keep clients and stakeholders up to date with the progress. Consider breaking this section down into summary, progress, budget, resources, risks, quality, actions and schedule.

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Expert advice

After seeing your quarterly report, your stakeholders should have the information on the following aspects of the business, per the members of the Forbes Finance Council:

Cyclical trends - Jared Weitz, United capital source inc.

"It's important to look at the cyclic nature of a business and see if there are any volatile points that can be avoided. Looking at just one quarterly report won't tell you much about this, but looking at year-over-year quarterly reports can help identify trends and make sense of any volatility. You can transact more efficiently once you understand any patterns and the causes behind them."

Adjusted earnings per share - Ismael Wrixen, FE International

"Earnings Per Share (EPS), adjusted to remove one-time accounting items, is a valuable benchmark for measuring how well a stock is performing based on whether the EPS meets, misses or beats analyst's predictions. This will have a substantial impact on short-term share prices. It also provides valuable insight into whether the company is living up to Wall Street's expectations."

Sales - Justin Goodbread, Heritage Investors

"One of the biggest items in a quarterly earnings report is the sales growth. Compare the data over more than one quarter. If your company was able to consistently grow their sales, then they will tend to do better in the long term."

Earning growth - Scott Bishop, STA Wealth Management

"Continued earnings growth will be a good indication that the company is profitable, because it's the money a company makes. It is often evaluated in terms of earnings per share (EPS), which is the most important indicator of a company's financial health. In the end, growing earnings are a good indication that a company is on the right path to providing a solid return for investors."

Trend lines - Sean Brown, Ycharts

"Investors should focus on a metric's comparison to the prior quarter or year. While 'beating' or 'missing' analysts' estimates are often discussed, impact on share price is relatively short-term. Instead, compare a company's EPS in the current period to what was reported last period. The growth in revenue, EPS and net income is more indicative of long-term performance."

The company's strategic plan - Scott Karstens, NFG Brokerage

"Quarterly earnings reports are packed with what happened in the last quarter, but most investors pay little attention to what the strategic plan is going forward. You can gauge how effective a company is at executing their plan, and this can give you confidence in the company's ability to deliver results long-term, not just three months at a time."

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Example

Snapchat

As a publicly-traded company, Snap Inc. regularly releases performance and earnings reports that can be used as examples of effective and comprehensive quarterly reports to borrow from and get inspired by. Thus, Snap Inc.'s Q3 2020 report offers financial highlights, daily users gain/loss information, the state of the company revenue, as well as the state of the cash flow. It also includes detailed tables, charts and graphs, filled with concrete data and the following statement from the company CEO, Evan Spiegel:

"Our focus on delivering value for our community and advertising partners is yielding positive results during this challenging [COVID-19 crisis] time. We're excited about the growth of our business in Q3 as we continue to make long-term investments in our future. The adoption of Augmented Reality [AR] is happening faster than we had previously anticipated, and we are working together as a team to execute on the many opportunities in front of us."

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