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Annual Report

It seems that you like this template, annual report presentation, premium google slides theme, powerpoint template, and canva presentation template.

As the year comes to an end, all kinds of businesses, institutions or organizations are preparing to present their annual reports to see how things went. If that’s your case, here you have our new template, totally suitable for any given field.

Perhaps you think that overcomplicated designs tend to hinder your presentations. Then, we have good news because we’ve opted for a minimalist design focused on gray. The backgrounds contain some lines and dots, and the layouts have rectangular shapes that act as frames for your text. Typography is functional and readable, featuring a semi-condensed font for titles and a condensed one for body copy. Choose the layouts that best help you convey your message and have your colleagues or audience pay attention to your report!

Features of this template

  • A minimalist template with a variety of layouts and rectangular shapes
  • 100% editable and easy to modify
  • 31 different slides to impress your audience
  • Available in five colors: gray, pink, yellow, blue and purple
  • Contains easy-to-edit graphics and maps
  • Includes 1000+ icons and Flaticon’s extension for customizing your slides
  • Designed to be used in Google Slides, Canva, and Microsoft PowerPoint
  • 16:9 widescreen format suitable for all types of screens
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PowerPoint templates provide a wide range of options for designing and presenting creative and compelling presentations to get ideas right and perfect. And the increase in demand for it contributed to the increase in its popularity, use, and reliance on meetings, conferences, and others.

You need to prepare and present some presentations for your company and prepare an annual report summarizing the company’s achievements, the plan that you followed, your conclusions, and your aspirations for better performance. Some excellent annual reports may be hard to find, which is why we brought you 20+ Best Annual Report PowerPoint Templates 2023 to prepare a professional annual report. These templates are easy to use and you can modify them with a few clicks, customize, and rearrange their icons and elements until they become the desired form.

In these templates, you will find everything you need to make your annual report clear and unique, which in turn will increase customer confidence and investment and double your productivity.

1. Annual Report PowerPoint Template For Presentation

Best Annual Report PowerPoint Templates

Annual Report PowerPoint Template For Presentation contributes to presenting your ideas in an ideal way, drawing a clear picture of your work and your achievements during a whole year, motivating your team to move forward in achieving more successes. This template contains creative features that enable you to present a powerful and competitive presentation that grabs the attention of the audience and is ready to use and easily customizable.

2. 2021 Annual Report PowerPoint Template

Best Annual Report PowerPoint Templates

The beautiful design of this template prepares your project distinctively and strikingly. 2021 Annual Report PowerPoint Template is a modern template with a professional design that meets your needs for high-quality report. This template includes 30 pre-made unique slides, 3 color themes, a light and dark background, in addition to other features.

3. Annual Report PowerPoint Template

Best Annual Report PowerPoint Templates

To anyone looking for excellence, each slide in this Annual Report PowerPoint Template is specially designed to make your presentation creative. This template provides free fonts, colors, and professional icons you need for every presentation and is easily customizable and fully editable. Try it now!

4. Annual Report PowerPoint Template

Best Annual Report PowerPoint Templates

Annual Report PowerPoint Template is one of the best business PowerPoint templates designed and supported with professional features and contains all the components that make your presentation impressive like Easy image placing, Handcrafted Infographic, User Guide PDF and many other features that you will notice when using it.

5. Annual Report PowerPoint Template Free Download

Best Free Annual Report PowerPoint Templates

Finish your work and activities with Annual Report PowerPoint Template, you can simply customize the slides to adapt to the content you want to present. It is a great template with excellent specifications and all for free. This template is easy to use and will saves you effort and time to prepare a successful presentation.

6. 2020 Year Report PowerPoint

Best Annual Report PowerPoint Templates

The 2020 Year Report PowerPoint template contributes to building an unforgettable presentation. This template is filled with convenient specifications and is customizable as you wish. With a single click, you can add your data and preset items that will save you hours of work.

7. Annual Report – Company Business PowerPoint

Best Annual Report PowerPoint Templates

Present your annual report in the best form with the stunning Annual Report – Company Business PowerPoint. Everything you would expect with this template is a flexible template with a funky contemporary design, containing Data Chart, Picture Placeholder, Used and recommended free web fonts, Easy Editable Color Scheme, for free.

8. 2020 Year Report Vertical PowerPoint

Best Annual Report PowerPoint Templates

Use 2020 Year Report Vertical PowerPoint to create a great annual report for your business. In this template, you will find a letter from the CEO, Year Highlights, Business Quote profit & loss, Prices, Maps, Conclusions, and more. You can also change colors with themes and add personalization by inserting your company logo.

9. Annual Report Presentation Template

Best Annual Report PowerPoint Templates

Annual Report Presentation Template is professional and charming, designed to present your company information in an interesting style and attractive presentation. This template includes a set of features that enrich your presentation without requiring much effort or time to customize and adjust.

10. Dashi Annual Report Presentation PPT

Best Annual Report PowerPoint Templates

Dashi Annual Report Presentation PPT highlights the importance of the report you are preparing because of its trustworthy and unique features, 30 Premade colors, based on the master layout, 28 Unique slides, Easy drag and drop image. What else do you need?

11. 2021 Year Report PowerPoint

Best Annual Report PowerPoint Templates

Develop your company’s growth strategies and make your content an engaging visual presentation with 2021 Year Report PowerPoint. Whether you are a business owner or you work for a company, you can benefit from this template. It features pre-made slides for various types of content to make it easy for you to prepare your presentation.

12. REPORT – Corporate Annual Report PowerPoint

Best Annual Report PowerPoint Templates

With the simple and attractive design options that REPORT – Corporate Annual Report PowerPoint offers, you can motivate the audience to interact with your presentation and this template will make numbers and stats fun, this template is suitable for preparing a company file, preparing an annual file, and more.

13. Project Proposal Template PowerPoint

Best Annual Report PowerPoint Templates

To support your business and contribute to the participation of potential clients more in your business and projects, we present to Project Proposal Template PowerPoint. It is perfect for preparing a company profile or project proposal and explaining your achievements. With this template your data will be fun to know, easy to understand and the recipient will not get bored of what you show.

14. Company Annual Report PowerPoint Presentation

Best Annual Report PowerPoint Templates

Unlike fading templates, Company Annual Report PowerPoint Presentation conveys your information more effectively to share with your team or with your audience. This template consists of 30 unique and easily customizable slides plus Free Web Fonts, 16:9 Widescreen Ratio, and Based on Master Slides.

15. Annual Plan PowerPoint

Best Annual Report PowerPoint Templates

By relying on the Annual Plan PowerPoint template, your mission will be completed and your presentation is attractive and professional. You can detail the tasks in your annual activity report as much as you want, this template provides you with all the icons, graphics, charts, and all the other elements you need to prepare your report.

16. Company Report PowerPoint Template

Best Annual Report PowerPoint Templates

Company Report PowerPoint Template uses icons and colors to present information efficiently, while you won’t have any difficulty adding your data to this template as it is easy to modify and customize. This template has a clean and elegant design, Full/No animation, 16:9 HD Retina ready, 10 pre-made color themes.

17. Financial Report PowerPoint Presentation

Best Annual Report PowerPoint Templates

Your report can tell your company’s story through the use of related visuals, background images, and icons of the Victoria template which gives you all the features needed to create a creative report Object Placeholders, Retina and Full HD, Overlay Picture Effect, Fully Animated Slides, and more.

18. Rutina – Planner Template PowerPoint

Best Annual Report PowerPoint Templates

Your ambitious goals for your company and future business deserve to be conveyed and presented in the best way, in a clear and easy-to-understand manner. This is what Rutina – Planner Template PowerPoint will achieve for you with all its elements. It facilitates access to the information that the recipient wants to hear and displays it dynamically.

19. Marketing Pitch – Infographic PowerPoint Template

Best Annual Report PowerPoint Templates

To convey a positive image of your company and reflect the dynamism of your business, use Marketing Pitch – Infographic PowerPoint Template and enjoy the advantages that it gives you for free. With this template, there will not be much to do as all its elements are pre-made and waiting for you to modify and customize them as you wish.

20. EUSIN – Corporate Theme PowerPoint Template

Best Annual Report PowerPoint Templates

To keep your presentation interesting and to keep the audience away from boredom and distraction we recommend the clear and astonishing EUSIN – Corporate Theme PowerPoint Template which is rich in all the essential elements of any presentation. It is a flexible and responsive template, and this template also gives you space to present your conclusions and vision for the future of your company and your business.

21. Shelby – Corporate PowerPoint Template

Best Annual Report PowerPoint Templates

30 unique slides in HD resolution that ate fully editable in PowerPoint with drag & drop image placeholder, master slides, elegant slide transition, creative portfolio, quote and product slides, team management slides, product description slides, professional company profile slides, perfect for product and features showcase and very good option to consider.

We hope that we have provided some useful content in this article and we will be proud and glad if you try one of these templates, give the best presentations and achieve the best results in your work. These templates are all wonderful and won’t require you much time and effort to prepare for your perfect presentation, as they are packed with features that rival those of the paid ones. Try them now and enjoy making the most beautiful and skillful presentation.

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Annual reports may sound boring, but they don’t have to be. With an appealing design, annual reports can be a powerful promotional tool by drumming up enthusiasm for your company or organization./

You don’t need to be a graphic designer to create a compelling annual report design that will impress your stakeholders. All it takes is the right report maker tools — and the right annual report design templates.

Keep reading for our 55+ top annual report templates and examples (free and paid included), plus some design secrets you can apply right away.

Click to jump ahead:

Company annual report example [with templates], corporate annual report design templates, small business annual report design templates, nonprofit annual report design templates.

  • Marketing annual report design templates
  • HR annual report design templates

Government annual report design templates

  • Actual annual report design examples
  • Annual report design takeaways

FAQs about annual report design

Short on time? Here’s our video cheat sheet on how to create an annual report:

Annual reports serve as comprehensive snapshots of a company’s performance, highlighting its achievements, challenges, and future prospects.

Crafting a compelling annual report goes beyond mere financial statements; it is an opportunity to narrate the company’s journey and present a transparent view of its operations to stakeholders.

When creating your company annual report, utilize visually appealing graphs, charts and infographics to present complex financial data in a digestible format. By combining data-driven visuals with concise explanations, you can effectively communicate the company’s financial performance and growth trends.

Consider including testimonials from satisfied customers, partners and employees to provide a human touch to the annual report. Sharing real-life experiences and success stories can reinforce the company’s credibility and showcase its positive impact on various stakeholders.

Don’t forget to articulate the company’s future vision and growth strategies, outlining the roadmap for continued success and expansion. Emphasize the company’s goals, targets and innovative approaches that will drive future growth.

yearly report presentation

Corporate annual report cover design

What overarching theme would you use to describe the past year?

When creating an annual report cover page, ensure that it reflects the theme. Right off the bat, readers will get a sense of the story you’re about to tell.

The cover page design will prime them for the rest of the information to come.

You should also make sure your annual report cover page reflects your business brand. For example, this free annual report template uses different icons of people and pets as it’s for an animal rescue organization:

free annual report template designed for animal rescue organizations

Pro-Tip:   Venngage’s Brand Kit feature makes it easy to import your logo, brand colors, and fonts with a single click! Upgrade to Business to test it out.

Geometric annual finance report design

You don’t need to exclusively rely on images to set a visual tone, however. You can also use color!

In the free annual report example below, a vibrant color scheme is introduced on the cover page. Each of the following pages then features a single color from the original palette, maintaining a cohesive look unexpectedly.

free Colorful Annual Report Design Template

Here’s another good example of a creative annual report template:

creative annual report design template

Fresh and creative annual report design templates stand out from traditional alternatives.

Modern financial report design

The budget season can be a confusing time for businesses. How much has been spent in the past year? How much should one predict for the upcoming year?

A modern annual report, like this example, simplifies the process for the finance department. By using pie charts  and  bar charts , the report shares a wealth of information at a glance.

modern report template

For financial projections for the following year, you can use this free annual report template:

free annual report template financial projections

Your annual financial reports don’t have to be one pagers like the report infographics above. They can stretch into two or more pages like this financial statement analysis template — with the first page being the cover page, perfect if you want to export and use it in a presentation:

annual financial report template financial statement analysis

Notice we said you could use this in a presentation? With a Venngage Business plan, you can download your annual reports in PPTX format — and use them with your desired presentation platforms like PowerPoint or Google Slides.

Venngage PowerPoint download function

Pro tip:  Use the real-time collaboration  feature to make your annual report with teammates. Get instant feedback and share comments in real time. Learn more about how to use the feature here.

Bright corporate annual report design

You don’t have to use neutral colors or corporate blue just because everyone else is. Show how unique your business is by using a bright, bold color scheme in your annual report.

Annual report design templates, like this example, make no apologies for their bright colors.

FREE annual report template

A financial report, like this template, would be a great fit for a bright report design. Though packed with numbers, the clean layout makes it easy to read and understand.

Budget Report

Detailed highlights annual report design

You may have sections that include a lot of text or a lot of data visualizations . That’s okay as long you organize it well.

This detailed highlights annual report example uses a portrait layout and dynamic text formats for all the content.

The sections in these  annual report templates  consist of multiple data points but remain easy to read.

Job Consulting Agency Annual Report Template

Colorful year-in-review report design

Many companies hold a year-end meeting to go over key metrics, achievements, and goals. Create a slick  presentation  of an annual report infographic that will hold your team’s attention.

Bright colors, gradients, bold  fonts ,  charts , and  images  are all elements of a successful  presentation design  or data infographic :

Yearly Performance annual Report Template

Simple year in review annual report design

Icons  are the perfect way to visualize ideas and highlight points. You can use icons to emphasize specific points on a chart or to draw attention to important text.

Take a look at how icons are used in creative annual report design templates, like this example:

Simple One Page Annual Report Template

Annual shareholder business report design

This simple annual report design uses simple icons to differentiate between different types of shareholder returns:

Annual report design

Related :  50+ Business Report Templates Every Business Needs

Financial budgeting annual report infographic design

Flow charts are perfect for visualizing processes, timelines , and connections between information. Simple flow charts can be used in a presentation slide, while more complex ones can take up one (or even several!) pages.

Our flowchart maker can help get you started with creating handy flowcharts. 

Take this report template that uses icons to make the points in the flow chart more memorable:

One Page Budget annual Report infographic Template

Corporate company report infographic design

If your charts require some added context, be sure to include a brief description.

For example, take this report presentation slide that uses a description box with the same blue as the bars on the chart to indicate that the audience should read the paragraph to fully understand the chart:

Simple Quarterly Report Template

Marketing analysis and business strategy report template

Pair dark colors with bright colors for a bold design. Not only do contrasting colors look good, but they can also help you highlight important information.

For example, showing an important statistic in a bolder font than the other text on the page will help it to immediately jump out at readers.

Take a look at how contrasting dark shades and light shades are used in this free annual report template:

Creative Monthly Business Marketing Report Template

Basic company growth infographic report design

Part of creating an effective slide for your simple  annual report presentation is finding the right balance between text and imagery.

Drawing an invisible “line” down the middle of your slide is an easy way to guide your design.

Put your chart or photo on one side of the slide and text on the other, and voila:

Green modern annual report tempalte

Quirky illustrated annual report design

Images and icons are perfect for helping to tell the story of your business’ past year. You can use icons to create a quirky graphic illustration!

For example, this report design template uses icons to create a little city scene in the page header:

Solar-Energy-Annual-Report-Infographic-Template

Infographics are great for turning data into engaging visuals that anyone can understand. Plus, there are a ton of ways that you can integrate them into your reports, especially if you mix them with well-designed icons.

Check out our  beginner’s guide to creating infographics  for more tips.

Bold annual report charts design

Grab readers’ attention with a big, bold header  font . While you will probably want to keep the rest of the text in your report relatively simple, your headers are places where you can get more creative.

Take this simple annual report template that uses a slightly funkier font in its title:

Blue One Page Business Annual Report Template

Corporate performance annual report design

Often enough, what an annual report design is missing most is some color.

Pick a bright color. It could be your brand colors  or a color that reflects the theme or “mood” of your annual report. And use that as the page background.

This green annual report template with a green background similarly uses white boxes to help the text stand out from the background:

Green Modern Corporate Annual Report Template

Pro-Tip:  Use the Venngage chart maker  to create comprehensive charts for your annual report. Import data from an XLSX or CSV file and start editing your chart.

Customer service annual report design

Annual reports have a bunch of different topics to cover. A small thing that you can do to help the reader navigate through the labyrinth of info is to use an intro page or section.

A bit of context will give readers a clearer understanding of what the section covers. It could be as simple as a single sentence, or a short paragraph.

Creative annual report templates, like this example, give you plenty of wiggle room:

Monthly Customer Service Report

Corporate customer activity report design

If you want to separate your page into sections, using colored headers is an easy way to do this. Just draw a block line across the page to help your header pop. You could even color-code your headers to make a simple annual report page more readable.

This report design template uses a simple white background with bold blue headers:

Monthly Consumer Activity Report Template

Bold one-pager industry report design

While your full annual report may be pages and pages long, a one-pager that summarizes key information is a great accompaniment to create. Pull the most important or noteworthy information and make that the focus of your one-pager.

You could, for example, choose to hone in on our key metric and visualize it in a chart, like in this free annual report design template:

Simple One Page Annual Report Template

Retail year-end annual report design

In each section of your annual report, you’re introducing a new topic. To help introduce the new section, use a decorative section header that illustrates the topic of the section.

For example, this free annual report template for a retail business uses images in the headers that reflect key pieces of information from each given section:

Creative Business Annual Report Template

Branded year-end annual report design

Since your annual report tells the story of your company, make sure that the design reflects your brand’s personality . That can mean more than just incorporating your brand colors. Use font styles and images that reflect your brand’s personality.

For example, this annual report design has a light and playful look. The style is appropriate for a family-friendly burger joint, with rounded fonts and plenty of icons:

Orange Creative Business Annual Report Template

Bring color back into your annual report

In case you hadn’t noticed the recent graphic design trends , but bold colors are making a comeback. This isn’t something only hipsters are using. Massive companies like Salesforce and Zendesk are embracing the trend too.

This annual report design uniquely embraces colors through the use of images and icons. The three main colors (blue, yellow, hot pink) repeat throughout the report design, making it pop:

free annual report design template

Vibrant engineering report design

Ditch the dull office color grays for an engineering report that’s bright and attractive. Vibrant colors draw much more attention than something that looks formal and plain.

The key to using vibrant colors is to leverage contrast to make your text pop. You don’t want to lose your content in the bright colors of the background. This vibrant engineering report template uses grey and black backgrounds wherever there is text, to offset the bright teal throughout the design. However, for charts and other data, the vibrant color works just fine.

Engineering Consultant Annual Report Template

Business executive report design

When it comes to design, repetitiveness and consistency are two different things.

When your report design is repetitive it means each page or slide looks like the one before. That’s boring . 

When there is design consistency, it means certain design elements appear throughout your report. It provides a sense of order as the content continues to change. That’s fun . 

Take a look at the executive annual report template, for example. Every page looks different and shares distinct information. However, the icon tile pattern appears throughout. It’s a neat design touch that’s engaging and looks professional, without getting boring.

Year-End Executive Business Report Template

Modern annual report overview infographic design

It can be hard to keep readers engaged in a long, multi-page document like an annual report. But you don’t have to keep it that long — your report can be a one-page infographic too. Just like this template:

annual report infographic template

Visual infographic annual report design

Use icons and illustrations to draw the readers’ eyes to certain parts of the page. That could mean including an icon in the page header, using a row of icons to divide off a section of the page, or using illustrations to make concepts easier to understand.

This report template incorporates the peach theme into both the visuals and color scheme:

Peach Weekly Report Infographic Template

Small business budget report design

If one of the pillars of your business is creativity, reflect that in your annual report design. Play around with unusual page layouts and surprising design elements. Our post on presentation layout ideas should help spark your creativity.

Take this annual report template that follows a zig-zag path and uses circles to present data in a quirky way.

Simple Creative Monthly Budget Report Template

Yearly company performance report design

For a more minimalist annual report design, use a neutral background and use bright accent colors to highlight important information. For example, you could use color to highlight keywords, key data points, and header text.

Take a look at how different shades of red and orange are used in this free year-end report template:

free annual report design template

This template also uses colors to create a harmonious design — the colors used in the table coordinate with the ones used in the top photo:

annual report infographic

Here we’re going to show you loads of examples for nonprofit annual reports , church annual reports, nonprofit annual report infographics, nonprofit treasurer reports, and more. Let’s dive right in!

Colorful gradient nonprofit annual report design

Your  nonprofit has a compelling story to tell , but overloading your annual report with images can cause it to get lost in the shuffle.

Instead, consider adopting a more minimalistic design approach and letting your text shine.

This nonprofit annual report template below puts the text front and center with bold, modern typography.

A vibrant gradient overlay prevents the design from looking stale, especially when paired with images. The overall effect is fresh and modern.

Children Community Nonprofit Annual Report Template

Illustrative nonprofit annual report design

When designing a nonprofit annual report, be sure to put what matters to your brand front and center.

This example dedicates a whole page to the people it has helped, and how. Plus it makes use of charts to highlight its financial success.

Hunger Nonprofit Annual Report Template

Simple nonprofit annual report design

One of the most essential inclusions in your nonprofit annual report is the impact of your work. Whether your organization is dedicated to helping people, animals, or the environment, look for opportunities to showcase the difference you’ve made over the past year.

You can always use charts and infographics for data visualization , but your annual report will have a bigger emotional impact by featuring the real people or communities behind the statistics.

The nonprofit annual report template below puts a face to the organization by featuring one of the individuals they’ve supported right on the cover page.

Modern nonprofit annual report design

Illustrative church annual report design

When you create your church’s annual report design, ditch the business-y look for something fun and playful.

Aim to reflect your community and space. You can do that with the diverse set of icons from our icon library. Illustrated icons of people and buildings add a playful touch to your design. You can also use icons as labels or headings for different sections.

Don’t forget to add charts and graphs where you need them to visualize your data.

Illustrative Church Annual Report Template

Vibrant church annual report design

You can also take a modern design approach with your church’s annual report. Bold color overlays paired with stock photos are a current trend. That simple touch elevates your report design to that of a professional designer.

This church annual report template stands out through the use of color, stock photos throughout, and icons. The use of purple for overlay, headings, and icon colors helps to tie everything into a cohesive design.

Vibrant Church Annual Report Template

Church engagement annual report design

Infographic reports are a great way to summarize your church’s annual report. These types of infographics highlight the most important takeaways about your church’s performance over the year. An infographic report can be sent out to your email list, included in presentations, or even printed out and shared in meetings.

Here’s an easy-to-edit church infographic annual report, pairing icons with financials to make data jump off the page. One quick scan and your readers have a good idea of how productive the past year was.

Church Engagement Annual Report Template

Modern nonprofit infographic report design

A nonprofit infographic report helps you summarize your nonprofit annual report. You end up with a neat, captivating visual that can be shared with board members, donors, and your social media followers.

To reflect the nonprofit’s entire impact that year, this nonprofit infographic report crunches the numbers and visualizes them.

A great stock photo, high-contrast colors, and a few choice icons help the data jump off the page. Even with a quick scan, readers of the nonprofit infographic report can tell that the past year was a winner.

Modern Nonprofit Infographic Report Template

Nonprofit annual report infographic design

At the heart of every business and organization are the people who built it. Help tell the story of these people by using emotionally evocative photos.

This nonprofit infographic annual report combines the image of a woman holding a child with actual statistics behind their work. A white semi-transparent overlay ensures that both the image and text are visible, while the icons provide visual interest.

Modern Yellow Nonprofit Annual Report Template

Equality nonprofit treasurer report design

Your nonprofit treasurer report design should be anything but boring. You’re sharing important financial information, and want to make sure the information is clear and easy to understand. That’s why the design quality of your treasurer report matters.

A high-quality stock photo makes for a great report cover when it’s the right one. Consider your nonprofit’s mission, and try to tap into the human element, when choosing your cover photo.

This nonprofit treasurer report template uses a photo that shows a sense of togetherness and unity. If your report’s cover photo is generic and unrelated to your organization, it’ll be less likely to engage your audience.

Equality Nonprofit Treasurer Report Template

Purple nonprofit treasurer report design

You can think outside of the box, even with your nonprofit treasurer report design. You can use stock photos and color to create something eye-catching and interesting.

This nonprofit treasurer report template uses stock photos throughout the design and applies a purple overlay on each page to pull the design together. This way, while the content, layout, and visuals change, a single color helps unify the design.

Purple Nonprofit Treasurer Report Template

Simple nonprofit treasurer report design

If toying around with bold and creative designs is outside of your comfort zone (for now), you have nothing to worry about. You can still come up with impressive designs for your reports.

This simple treasurer report template just uses bold colors for each page and flat icons. It’s straightforward, but still eye-catching. The conservative use of text on each page, along with the large fonts and negative space make the report easy to read.

Simple Nonprofit Treasurer Report Template

Simple nonprofit budget report design

Your organization’s operating budget is crucial information. It impacts the entire planning of all your activities for the coming year. So it has to be very clear, simple to understand and accessible to your staff.

You could just share a boring spreadsheet, but that won’t impress anyone. This nonprofit budget report template has an official, on-brand design. It incorporates the organization’s logo, flat colors, and bold fonts for a document that’s super clear. It also highlights important values to make them easier to distinguish from other figures that are listed.

Nonprofit Budget Annual Report Template

Purple nonprofit annual report design

You don’t have to use super complex data visualizations to make the information engaging. If you’re not a data visualization expert, you run the risk of confusing your readers.

But a simple data visualization can be engaging, and helpful in communicating more clearly , like how this nonprofit template uses half pie charts to show its funding sources and expenses:

Purple Nonprofit Annual Report Template

Nonprofit impact report design

Make use of contrasting colors and bold text to highlight the impact of your nonprofit organization:

Nonprofit Impact Report Template

Marketing annual report design templates

Year-end marketing report design.

This annual review design template uses different style charts. Because the colors are repeated, however, the charts look consistent and professional.

Blue Annual Marketing Report

For a more in-depth guide to picking the best charts for your data, click here.

Corporate advertising annual report design

If you want to emphasize certain pieces of information or break up an expanse of text on your page, color blocks are an easy fix. Pick a neutral color that will allow text to stand out, like grey or a light shade.

This annual report template uses red and grey color blocks to create various page layouts:

Red Corporate Annual Report Template

Fun corporate marketing report design

Have fun with your marketing report design.

You can draw creative inspiration from your brand. Consider your brand’s voice or your brand’s visual collateral.

Does your brand use professional stock photos, sophisticated icon art, or playful, illustrated icons? Are the colors in your branded content vibrant, subdued or neutral?

These are all factors that should influence your marketing report design. This corporate marketing report template presents highly relevant information in a way that is aligned with the brand.

Fun Corporate Report Template

Real estate market report design

When you create a detailed, in-depth marketing report , organizing information simply is a challenge. You want to avoid creating a report that is dense and difficult to scan.

This real estate marketing report template is a great example of balancing a lot of content through design. It uses a layout that alternates between text-heavy sections, and sections reserved for data. This helps you create a report that is predictable and manageable for your readers.

Real Estate Marketing Report Template

Social media marketing report design

In the Venngage editor, you can access massive high-quality stock photo libraries from Pixabay and Unsplash. Whatever you’re looking for, expect to find the perfect stock photo for your design.

Just check out this marketing report template below. This social media marketing report template looks sharp and professional because of the color palette consistency throughout the design – both in the content and the stock photos.

It makes for a very cohesive, finished look that appears less DIY, and more, “professional designer”. Don’t take my word for it, either. Try it out yourself and ask your team what they think of the final product.

Bold Social Media Report Template

Trendy social media campaign report design

This modern annual report template is another great example of choosing a color palette based on your stock photos. The hues of brown and teal tie into the stock photography used in the design.

Plus, since it’s a coffee brand, the warm brown tones make for a very fitting color palette choice.

Trendy Social Media Report Template

Dark social media trends report design

Here’s one last, great example of how to use stock photography to inform your design.

This dark social media report template uses a crisp, high-quality photo of a smartphone screen. The title slide doesn’t even use an overlay to subdue existing colors.

The rest of the slide design incorporates black, and other bold colors throughout. This makes for a very commanding, attention-grabbing look. Plus, it’s easier to decide on a color palette once you’ve got the perfect stock photo lined up.

Dark Social Media Report Template

Social media marketing report design

Was your team’s main goal this year to reach for the stars? Did you turn your small team into a village? You can use images in your design to symbolically reflect those themes.

For example, this annual report template uses an engaging cloud background:

Simple Monthly Social Media Report Template

To learn more about marketing strategies for nonprofits and setting goals, check out our Complete Nonprofit Marketing Guide .

Digital marketing report design

Typically, you’re trying to pack a lot of information into your annual report. The readability of your annual report will have a lot to do with the design.

Color coding your information is a simple way to offer visual cues for readers to follow. Pick colors that have a logical association with the information.

For example, this annual report template uses colors to represent each social media channel. The colors reflect the brand colors of each social media channel, making the meaning easily recognizable for readers:

Monthly Digital Marketing Report Template

SAAS email marketing report design

Even with the right use of colors and icons , your page may feel a little blank. It may seem like it’s missing something because there’s so much space.

In those instances, incorporate a border design to create a sense of movement, dynamism, and texture. You can apply a border through the use of the icon library, or you can choose abstract stock photos to create background borders. That’s exactly what this SAAS email marketing report template does.

Saas Email Marketing Report Template

HR annual report design templates

Employee progress annual report design.

Bright and vibrant colors add a lot of energy and pizzaz to designs, but on a white background don’t stand out well. Rather than switch your color palette of choice, try a light background color. Not only is it a nice change from traditional black and white reports, your colors easily pop from the page.

This annual review template a variety of colors to distinguish multiple categories for employee evaluation . It also uses handy  pie charts  to visualize key performance metrics.

Colorful Annual Performance Review Template

Year-end human resources report design

Check out this year-end HR report template. The playful icons and tiles are a sharp contrast to the background and grab your attention. The bright accent colors throughout the report design allow individual sections to stand out.

Executive HR report Template

Bright employee annual performance review design

For your employee reviews to be consistent and fair across the board, you need to follow a structure. That’s why it’s a good idea to use an employee review template (check out our blog post with 12 performance review examples for ideas).

A simple table layout works well for this. This annual performance review template below, for example, has a clean and clutter-free design, with clearly labeled spaces to provide feedback to employees.

Red Annual Performance Review Template

You can even color-code the sections to make them easier to read and understand. For example, look at this simple employee review template:

Colorful Monthly Digital Marketing Report Template

Modern national agency annual report design

Consistent branding across all of your government communications is important.

One way that you can ensure this is by using not only your company colors but also colors that communicate the “feel” of your company or organization.

This annual report template divides the sections in half and uses the brand color to highlight key information.

National Agency Annual Report Template

Year in review infographic annual report design

Sure, this year may have been a lot of work, but there was some fun to be had too, right? An annual report is the perfect place to highlight how your business has grown, financially and culturally.

This simple one-page annual report template highlights both work and the “fun stuff”:

Red Year in Review Annual Report Template

14 tips on how to design an annual report + more templates

Want to see how visualized reports fare in real life? Here are the top examples of visually appealing and engaging annual reports you can draw inspiration from.

OzHarvest is a nonprofit that redistributes food to charities from restaurants and the like. They wanted to make sure their shareholders saw key numbers like how many meals were saved, their core message, and their mission.

By using big fonts and creative visuals like word clouds and charts, they can bring that key information forward. This is a good lesson in not being afraid to take up lots of space on a page.

Creative Non Profit Annual Report Templates

In another example, a handful of families supported by the St. Louis Children’s Hospital were featured in their annual report. This helps put faces to the names and show that their donors and stakeholders are helping real people with real struggles.

St. Louis Children’s Hospital’s Non Profit Annual Report Example

This annual report example from Maine Tourism uses a ton of colors you would see in nature. If you haven’t been to Maine, the outdoors is a pretty big part of their identity.

All over this annual report, you can see natural colors in the greens and browns, but also the orange in lifejackets and fires, or the blues in lakes and the Maine sky.

Colorful Creative Business Annual Report Template

Also, please note: there is no rule out there that says you have to use lots of colors. As we can see in this annual report example for a real estate company.

The designers used a bold red to bring attention to important charts or trends:

Minimalist White Infographic Annual Report Example

Click here for 35+ simple background images to add impact to your report.

If you want to create a memorable annual report you may need to change the way people look at things. Or in this case, they did it by physically changing the way the annual report was laid out.

Environment Waikato Nonprofit Annual Report Template

As you can see in the example from Environment Waikato, they start this by creating a landscape-oriented report. Then, they take it to the next level by switching the way the text is printed on multiple pages. This causes the reader to change their perspective on the content.

Some annual reports take one of their most important values or mission statement and hide it at the bottom of the page. That means most people will skip over it without even noticing!

That isn’t the case with this annual report example from  PEN Canada . They make sure you can’t miss what they stand for.

Bold Black Modern Nonprofit Annual Report Example

Each of these pages celebrates a different part of their vision. By using a large bold font they can illustrate that they aren’t messing around at all. The  contrasting colors  make it jump off the page as well.

You can also add an interactive or tactile component to your annual report design to make it stand out.

In this annual report example from Craft Victoria, they use their cover to add an extra little surprise for the readers. The cover can be transformed into a tactile experience with small triangular tabs.

Creative Craft Victoria Annual Report Example

The triangle motif also carries throughout the rest of their report, making for a cohesive design.

Now, onto some concrete annual report design tips:

Infuse your company or organization’s culture into your annual report design

Everyone probably knows what U-Haul is (if you don’t, they’re a moving company). The designer incorporated their business’ service into this creative annual report design.

Innovative Uhaul Annual Report Example

First, it’s delivered like a package to the reader and it looks exactly like a moving box you would find at one of their stores. Plus, there’s bubble wrap! Then the table of contents is modeled after a packing sheet, using the same icons and visuals throughout.

Each page uses images and visuals that remind people that at the heart of everything, they are a moving company.

Create custom illustrations using icons

Creative Government Annual Report Template

When you’re working within a tight budget, commissioning custom illustrations can be pricey. But you can use icons to create custom illustrations.

Pick icons to make up the pieces of your illustration, then arrange them into a little scene. You can use this same tactic when it comes to creating an effective annual report template.  Keolis  has done this in their annual report design to illustrate statistics.

Our post on icon stories will show you exactly when and how to create them.

Make each page stand on its own with unique designs

Modern Business Annual Report Example

I know I just said that you should pick a singular theme and stick to it like a few points ago. But for every rule, there are a few exceptions.

In this annual report example from the STW Group, the theme changed from one page to the next.

This can work in an annual report because you’re covering multiple different topics in one document. That being said, you should still maintain some consistency throughout your annual report design, like the same color scheme or basic page layouts.

Organize your information into sections using borders

Fun Creative Non Profit Annual Report Templates1

If you have multiple topics or components that you want to fit together on one page, using borders or block backgrounds in your annual report templates can help keep your design organized.

For example, take a look at how  RLI Corp  uses blocks of bold colors to help each section stand out on the page. This makes it easier for readers to scan the page for different topics.

Pick a design motif and use it throughout your entire annual report

Bold Modern Annual Report Example

This annual report example from Brunel shows how much impact a confident design motif can have on your design. In this case, they used big, red fonts for all of the headers, with the header text overlapping onto the body text.

It’s an unconventional design choice but it works because it’s consistent. If you’re going to use an unusual design motif, commit to it and use it throughout your entire report.

Another creative annual report example is this one from Grupo Bimbo. They use think lines to direct your eye. These direct readers from point to point on the page, which is another way to tell stories visually.

Creative Infographic Annual Report Example

Visual cues like lines and arrows can improve the flow of your page design immensely. They’re useful for any design project you are working on. Whether it be an  infographic  or an annual report template, these subtle lines are a must-have.

Give your annual report template a thematic motif

Was the year marked by a lot of progress? Did you overcome some major obstacles? Design an annual report that reflects the year’s overarching theme.

If you’re struggling to create your own nonprofit annual report template, try looking at some of the themes that run throughout your company’s mission, product and culture.

The designers at the Hall Family Foundation used their volunteers as inspiration. Most of these people are the lifeblood of any non-profit so it made a lot of sense to start there!

They focused on a handful of action words that helped describe what these volunteers do. As you can see, a visual theme was created from those words that are featured on nearly every page.

Minimalist Hall Family Foundation Non Profit Annual Report

Additionally, the annual report has these words printed on the cover, so the reader notices the theme from the beginning. This is a great way to introduce readers to your company or organization’s values.

Label your graphs, charts, and other data visualizations

Creative Blue Infographic Annual Report Template

Forgetting to label your charts is a common mistake that many writers make. But forgetting to label your charts can  make your information confusing or misleading .

The designers at Capaccio Paestum avoided this trap by labeling all of their bubble charts and bar graphs. Additionally, when you use labels as they did, it helps even the newest stakeholder understand them in seconds.

Or take this annual report from Orgalime, which uses very straightforward but beautiful pie charts and bar graphs. Each example tells you what you need to know and makes it easy to compare between data sets. Simple but effective!

Colorful Infographic Annual Report Example

Include full-page data visualizations

Black Modern Annual Report Template1

Using the same annual report example from the  Croatian Post , you can see how big data visualizations can make your annual report just that much more engaging.

If you have a particularly important set of data, like your company’s financial growth over the past year, you can feature that in a creative data visualization. This is an opportunity to incorporate engaging design elements like icons, pictograms, image frames, and bold color schemes.

Mix up your font sizes and weights

Solar-Powered Business Annual Report Example

Consistency is a basic tenet of good design. But you can find ways to add variety to your designs while still maintaining consistency.

The people at  Austria Solar  mix up their font sizes and weights in this annual report example. But they still maintain consistency by using the same color scheme throughout the report.

Check this guide out if you want to  learn more about selecting and using fonts .

Optimize your annual report for digital viewing

Colorful Digital Mailchimp Annual Report Example

While tangible reports are nice, more and more people are opting to publish them and read them online.

The people over at  Mailchimp  have been doing this for a few years. Seeing as they’re a SaaS company, it fits their brand well and allows their report to reach a wider audience.

Plus, when creating an annual report virtually, you can include things like  GIFs, videos, and other moving parts !

Take a look too at what The Warehouse did on a few pages of their annual report. They use an introductory page to lead readers into each new section.

Simple Warehouse Community Annual Report

Like the designer behind this real annual report for the fake company, Ace Airlines did on multiple pages.

Fun Business Infographic Annual Report Example

Seamlessly incorporate photos into your design by making them grayscale

Minimalist Business Annual Report Template

While photos certainly add to your annual report’s story, they can also distract from the text on the page. But if you use grayscale images or images with a color overlay, they can integrate much more seamlessly into the design of the page.

Take a look at how the Associated British Foods’ annual report integrates images into their pages.

Set a visual tone from cover to cover

Creative Target Annual Report Example

In this annual report from Target, they set the tone the first time you look at it. On the cover page, they show exactly what the report is going to be all about: freshness.

The designers use pictures of fresh fruit and veggies throughout the report to give it a feeling of abundance. This puts the reader in that frame of mind from the beginning, showing them what to expect from the business.

Here’s another example. The designers from BHA took some of their important stats and combined them with icons. Combined with the primary color backgrounds, the design looks modern and in line with current design trends.

British Hospitality Association Nonprofit Annual Report Example

Additionally, because of the icons they selected, they can prep the reader for what the info is going to be about. For example, using the microphone icon to show that there were 2.7 million voices behind this annual report.

Let your company’s history influence your design

NASA Visual Nonprofit Annual Report Example

Everything about this annual report from Kennedy Space Center looks like it would be at home in the 1970s.

The annual report was published in 2010, but the design calls back to the center’s history, from the color scheme to the retro photos.

It all comes together to create a fantastic annual report example that NASA enthusiasts will love.

Go big or go home with your annual report

HUGE Creative Business Infographic Annual Report Example

This year is all about taking big risks with your design projects. But I wasn’t thinking that would lead to something like Ablynx created for their annual report!

They decided to go big with their data visualizations, literally. Instead of designing them in a design tool like Venngage, they created them in the real world.

Using sticks, yarn, and earth they build the graphs and charts that will adorn their annual report. This is one of those things that their readers won’t forget anytime soon.

Colorful Multipage Infographic Annual Report Example

Another creative way to organize your annual report is to differentiate the sections by using different-sized paper. In this annual report example from GIA, they do just that.

When a reader moves from one section to the next they physically have to change the size of paper they are reading. It’s an unexpected and engaging way to frame your different sections.

Annual report design takeaways

Annual report design isn’t going anywhere. Even if you don’t have any design experience, you can create an appealing annual report by starting with an  annual report template  and applying some of the following design elements:

  • Cover images that tell your company’s story
  • Eye-catching background color to make annual report templates pop
  • Decorative section headers
  • Color blocks
  • Color-coded data
  • Different style charts
  • Interesting page layouts
  • Full-page data visualizations

How do you create an annual report?

The best way to get started is to use an annual report template . This will serve as a handy framework and drastically reduce the amount of time spent creating your report.

Modern Purple Annual Report Template

If you’re concerned that a template won’t make your annual report design look unique, don’t be! Once you incorporate your information, visuals, color schemes, and fonts, your annual report will look like a custom design.

All of these elements can be customized in the one-page annual report templates above. Plus it’s easy to change the charts and graphs to reflect your data

Read on for annual report design tips and 55+ templates. Click any of our templates to enter our online report maker tool to customize it. No design know-how is required.

What is included in an annual report?

Annual reports typically contain information like:

  • A company or organization’s mission statement
  • A company or organization’s growth (financially, product-wise, culture-wise)
  • Various business segments
  • Information about the company or organization’s directors and executive officers
  • A company or organization’s impact on specific communities
  • Milestones and success stories

The below annual report includes a summary of success stories from the chief, impact on specific communities, and a look to the future:

annual report design template

A lot of that may sound like dry information…but it doesn’t have to be.

If your annual report is visually engaging, it will grab the attention of your readers. You can visualize data, incorporate your branding principles , and express your team’s personality throughout the design.

For a more detailed look at what to include in an annual report, check out our  annual report guide.

What is an annual report?

An  annual report  is an in-depth, comprehensive report that provides an overview of a business’s achievements and key metrics from the preceding year.

Think of it this way: an annual report is a perfect opportunity to tell your business’s story. Your annual report design can help you tell that story.

In some cases annual reports are mandatory, in other instances, they are marketing tools used to generate interest in your brand. Not only are they meant to generate interest among shareholders or investors, but they also present an attractive brand to employees, clients, and broader audiences. Your business is on a journey, and your annual report design helps you tell that story effectively. 

For an in-depth guide on what an annual report is, and all the different types, check out our explainer post: What is an Annual Report? .

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Annual report design templates and tips: how to tell a great story with financial data in 2023

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Annual report design templates and tips: how to tell a great story with financial data in 2023

A memorable annual report needs a lot of time and effort. Do you recall the school report card and its purpose? It served as a reflection. It showed our academic performance during the year. Similarly, a company’s or organization’s performance report has to communicate this. It has to stand out in a clear, easy-to-understand annual report presentation of the company’s values, key business highlights, financial performance, revenue growth goals, and future developments.

Of course, we know how difficult and daunting listing, summarizing, and recording business operations and financial positions can be. That’s why we’ve created an ultimate guide with tips for writing an annual report. So, let’s dive in…

How to write an annual report

The secret to an excellent annual report is simple: just turn the information you include in the presentation into an engaging story utilizing all the available storytelling techniques. From writing content to designing, the tips on how to create an annual report you’ll find in this article will help you increase visibility and bring your annual report game to the next level.

Important steps to take:

Step 1: Decide on the key message

Highlighting your achievements and their impact in an annual report is a great idea. The target audience is interested in learning what you have accomplished so far and why you did it.

In fact, businesses can build credibility and establish lasting relationships with shareholders, investors, and customers by tying their activities and achievements to their mission statements.

Step 2: Structure the report

Choosing what to include and what to omit while creating a yearly report is one of the most challenging aspects of the process. It’s critical to plan the annual report structure and content.

The annual report should include a storyline that establishes the overall framework of the document and organizes the content around a narrative thread, in addition to the fundamental components like the introduction, chairperson’s letter, business profile, and financial statement. This makes it simpler to spot and remove content that does not advance the plot.

Write with clarity, precision, and unambiguity. Keep your tone impartial and professional throughout the entire document.

The annual report’s content must be transparent and truthful, so don’t exaggerate achievements or hide your losses.

Once the writing is done, proofread it for grammar, tone, and spelling.

Step 3: Use a captivating design

A business can utilize a well-designed report as a marketing tool if it is exciting and professional. That’s why readers should be able to scan the document to find the information they require quickly.

Here are some guidelines for an effective annual report design:

  • Utilize headers and subheadings.
  • Allow room for images, infographics, and other visuals.
  • Keep the text brief and simple.
  • Use a color palette and fonts that are consistent with your brand.
  • Emphasize important areas using colored text bubbles, quotations, and captions.

Pro tip: Prepare in advance

Creating an annual report is a lengthy process requiring an orderly system for logging and tracking information, media clippings, images, and corporate accomplishments. Many businesses craft their annual reports in-house, while others prefer to employ a design agency to ensure their report is structured and designed in a professional way.

What’s included in an annual report?

An annual report is a financial document comprised of four sections covering the critical company’s aspects and appendages. The sections are as follows:

1. Management’s message

Management has a fantastic opportunity to interact with the company’s stakeholders through an annual report. Almost all yearly reports begin with a message from the company’s chairman, primary owner, or CEO, which provides an overview of the company’s challenges, successes, and insights into the growth during the previous year.

Next comes the table of contents.

2. Company profile

The company’s vision and mission statement, information on the directors, officers, registered and corporate offices, investor profiles, the products or services that the company offers, competitor profiles, and risk factors for the company are all included here.

This section can be decorated with team photos and staff testimonials.

3. Management discussion and analysis

The section gives a detailed summary of the company’s three-year performance and includes information about the following:

  • Revenue growth
  • Changes from past reports
  • Profit margins
  • Cash flow statement

New product launches, shifts in sales, and marketing can also be covered in this section. The other topics to include are new hires, company acquisitions, and other beneficial information.

4. Financial statements

The financial statements are the most crucial section of the annual report because they show how well the business has performed in the past, its capability to pay off debts, and its future growth plans. The following statements are included:

  • Balance sheet
  • Current stock prices
  • Income statement
  • Statement to shareholders
  • Comparison as per financial trends (current vs. previous years)
  • Grants distributed

The income statement lists the company’s earnings, expenses, and total sales. The balance sheet provides a quick overview of the company’s assets and liabilities. The cash flow statement contains data on cash inflows and outflows.

Additional notes are given regarding each financial component after the financial data. The balance sheet notes include information on capitalized leases and debt insurance. Notes to the cash flow statement usually cover tax payments.

In addition to the financial statements, data about the dividends paid can also be covered in this section.

Other elements to include are as follows:

  • Account notes with accounting policy details
  • Auditor’s comments on the company’s financials
  • Forecasted income and expense disclaimers
  • Infographics, photos, and success stories

Now that you know how to write an annual report and its main components, let’s move on to tips on designing an annual report.

Corporate annual report design best practices

1. create a visual hierarchy.

As soon as you get through the content writing phase, you need to consider how you will present the content. Even though chunks of text are unavoidable, given the nature of an annual report, you can separate them with the layout to improve comprehension.

slide example

Pro tip: Break up content with white spaces

While the annual report’s design direction prioritizes a minimalist approach, you can employ the same style on specific pages where written content can be condensed and fit inside your visual hierarchy.

2. Choose the right typography

Next, you need to select the appropriate typography based on the report’s context. Despite how insignificant it may seem, the font can have an impact on the readability, design, and even the readers’ mood.

Here’s an example:

typography slide example

Pro tip: Look at the design of your company annual report PowerPoint presentation. Does it evoke positive emotions? If not, it’s time to change the font.

3. Give section breaks

Before each part, give an overview with critical points and stats (using visuals, of course). Not everyone has the time to go through a lengthy report, and most people only skim through them.

By providing a summary, you make sure that people remember your message.

Pro tip: Remember, less is more. Try to condense data to the essentials, not overcrowd slides, as they will look busy and be difficult to read.

4. Add status marks to lists

The use of a consistent icon set can help express the achievement of goals in the most appealing way.

5. Pay special attention to visuals

The visuals you use to communicate your story and present your financial data are just as important as the written words. Similarly to fonts, your choice of infographics, images, and colors will impact how the reader interprets the content.

Some good examples to follow:

annual report example

Pro tip: Make sure the design of your annual report ppt is in line with your brand and reflects your visual identity.

6. Replace table content with text in shapes

A PowerPoint shape can help make tables look better and easier to edit as you create annual report.

slide example

7. Be creative

Experiment with layout, include delightful photos or tidbits, and don’t be shy to move past traditional design boundaries to make your annual report truly memorable.

Some awesome examples to follow:

  • Warby Parker’s 2013 annual report
  • Flywheel’s 2015 Year in Review

Wrapping up

While that’s quite a lot of information to keep in mind, these content writing and annual report design tips can serve as a reference for you anytime you run into problems with your report’s creation, so don’t hesitate to bookmark this page.

And if you need help bringing your story to life, our creative team will gladly handle it for you. Simply drop us a message or call +1 (347) 464 59 57.

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Annual Report Presentation-web

Annual Report Presentation Template

Prepare an engaging annual report presentation in half the time.

Trusted by 65M+ users and leading companies

About the Annual Report Presentation Template 

An Annual Report Presentation Template is a structured framework that you can use to quickly create your annual report presentation for shareholders.

So much information needs to be presented in an annual report. This is made easier thanks to this template and ready-to-customize graphics. All you need is your data, and you’ll be ready to customize the Annual Report Presentation Template to create your presentation in half the time.

What should be included in an annual report presentation? 

The specifics of what to include in an annual report presentation may vary depending on your industry and company size. Here’s a guideline to follow for most annual report presentations:

Background information : A thorough annual report presentation should explain the company’s vision. But it should also break down the strategic approach in place to achieve that vision.

Highlights and challenges : What were the biggest highlights of the year? What about the biggest wins? And what challenges did the company have to overcome? You can also include investor news, investor alerts, and other important information.

Financial section : The financial section is one of the most important parts of your annual report presentation. Make sure to include any data and financial statements about company performance, revenue breakdown, growth, charts and figures, and anything else shareholders need to know to get the full picture of the company’s financial year.

Future plans : What’s in store for the next few years? Wrap up every annual report presentation with financial projections, market and competitor analyses , and any other vital information about the future of the company.

Use your judgment to add any additional information you need to make your investor presentation feel complete.

Tips for delivering a successful annual report presentation 

An annual report presentation can significantly impact a company, so you should prepare it carefully before you present it to shareholders. Here’s how to deliver a well-structured annual report presentation.

Take advantage of graphics to showcase numbers: Annual report presentations contain a heavy amount of financial information. If you showcase this information either verbally or in large paragraphs of text, your audience may struggle to get what they need out of your presentation. Instead, use graphics and charts to present your most important numerical data in an easy-to-digest format. All members of your audience will understand your data at a glance instead of having to process complex sentences.

Use less text and more visuals : The saying ‘A picture is worth a thousand words’ is true, especially for annual report presentations. Too much text will weigh your slides down and take more time for your audience to digest your information. Your annual report presentation slides should be a visual aid to your spoken word, not a replacement. 

Showcase the benefits of investing in the company: The purpose of an annual report presentation is to keep shareholders informed and satisfied that their investment is safe with the company. Structure your presentation in a way that clearly explains why shareholders should hold their investment and also why they should continue to invest more into the company. 

Tell a story throughout the presentation : Data on its own can be a bit dry. Make your annual report more engaging by using your facts to tell a story. Stories have plots, characters, conflicts, themes, and settings. Position your shareholders as the protagonists and your competitors as the antagonists of your story. When you explain what’s in store for the future of the company, this should “resolve” the story and leave your audience with a sense of hope.

Tip: Make sure to practice your presentation before you present it to your audience.

How to use the Annual Report Presentation Template 

Miro’s digital workspace makes it easy for several people to collaborate on an annual report presentation at once. This is an important feature since you’ll likely need the input of more than one person to get the data you need.

To begin, select the template on this page and follow these steps to customize it for your annual report presentation:

Gather the data for your annual report: Before you start customizing the presentation, make sure to have all the data you need on hand. This will require quite a bit of work on your end. However, creating your presentation will be much easier if you have all your information in one place.

Create a rough outline: Don’t worry about making the details perfect yet. Start by creating frames on your board to outline your presentation. Frames will act as your slides when it’s time to present. You can easily drag and drop frames to change the order of the outline as you go.

Customize the Annual Report Presentation Template: Your template comes fully loaded with sample graphics and charts. Use your data to populate the template and change the colors, fonts, and other visual elements to fit with your company’s brand. 

Get internal feedback before the presentation : Invite stakeholders to your board to get feedback before you make your final edits. You can host a collaborative meeting to get live feedback.

Deliver the presentation using presentation mode : No need to export your frames — you can use Miro’s Presentation mode to present your annual report presentation without leaving your board. 

What is the most important section of an annual report presentation?

An annual report presentation should put shareholders’ minds at ease. Once your presentation is over, they should know their investment is safe with the company. That’s why the most important section of your presentation is information on whether the company made a profit or loss during the previous fiscal year — and how this impacts shareholders. If the company didn’t meet its goals, it’s important to also present a gap analysis. The company’s growth over the years is also important, as well as future plans for continuing that growth.

How do you start an annual report presentation?

To begin your annual report presentation, give an introduction to the company. Present the company’s founders and the note from the CEO, if you have one. This information will give context for what shareholders are about to see.

How do you end an annual report presentation?

Every annual report presentation should end with a roadmap for the future and any upcoming events. Leave your shareholders hopeful and excited for what lies ahead.

Get started with this template right now.

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Create a stunning UX presentation with Miro’s memorable slide deck. Customize your slide deck to display your UX research in the perfect format for your audience. Add charts, images, and visuals to present your findings.

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Free Annual Report Presentation Templates

Annual report presentation stressing you out try our free stunning annual report powerpoint templates and google slides themes. drop the dry charts and wow your audience with sleek layouts, colorful infographics, and easy-to-edit slides. tell your company's story in minutes with templates covering every business, from tech startups to non-profits..

Annual Report

  • Boost engagement: Visuals, infographics, and captivating narratives keep your audience glued to their seats.
  • Simplify complex data: Transform numbers and charts into easily understood stories, making your annual review accessible to everyone.
  • Showcase your brand: Express your company's personality, values, and vision through design and tone.
  • Build trust and confidence: A professional presentation demonstrates transparency, credibility, and a commitment to excellence.
  • Sleek and Minimalist: Clean lines, modern fonts, and high-definition visuals let your data shine.
  • Infographic-Rich: Captivating infographics breaks down complex information into easily digestible chunks.
  • Book Model: Narrate your journey like a captivating story, chapter by chapter.
  • Chart Model: Let data do the talking with impactful charts and graphs.
  • Single Slides: Spotlight specific achievements or key takeaways with standalone slides.
  • Sample Slide Decks: Get inspired and jumpstart your presentation with pre-designed decks.
  • Royalty-Free: Use, edit, and customize them as you please, without any licensing fees.
  • 100% Editable: Every element, from text to visuals, can be tailored to your specific needs.
  • Multiple Formats: Choose between 4:3 or 16:9 aspect ratios, and portrait or landscape orientations, to fit your presentation platform.
  • Free Slides Available: Start your journey with a selection of free templates.

We're here to help you!

Where can i find free annual report powerpoint templates.

Slide Egg offers a vast library of free and premium annual report templates for both PowerPoint and Google Slides. Browse our collection or use the search bar to find the perfect design for your needs.

What makes your annual report templates different?

Our templates are 100% editable, available in multiple formats and orientations, and come with royalty-free images. We offer a variety of styles to suit any brand or presentation style, from modern minimalist to data-driven dynamic.

Can I use your templates for my company's annual report?

Absolutely! Our templates are designed for businesses of all sizes to create professional and engaging annual reports. Simply download, customize, and present!

Do you offer any free templates?

We do! We have a selection of free annual report templates available for download.

How can I customize your templates?

Our templates are fully customizable. You can change the colors, fonts, layouts, and images to match your brand and presentation style. We also offer a variety of editable charts and graphs to help you visualize your data.

What file formats are your templates available in?

Our templates are available in both PowerPoint and Google Slides formats.

Can I use the images in your templates for my own purposes?

Yes! All of the images in our templates are royalty-free, so you can use them in your presentation without any copyright restrictions.

Home PowerPoint Templates Business PowerPoint Templates Annual Report Template for PowerPoint

Annual Report Template for PowerPoint

Annual Report Template for PowerPoint – By definition an annual report is a comprehensive report on an organization’s activities along the previous year. The intention of the Annual reports is to provide shareholders and stakeholders a set of information about the organization’s activities and finance performance.

Many organizations are required to deliver and disclose annual reports as part of the regulatory framework. One example are all the public companies (companies under the stock exchange). Some organizations are even required to deliver reports more frequently (for example, every quarter).

In commercial organizations, Annual reports are tied together with the Business Review Report  so interested audiences can review activities in more detail and grouped by affinity (as operations, sales,marketing, etc.)

The annual report powerpoint templates provides a comprehensive set of slides designed to walk through the annual report during a presentation or board meeting. The main sections covered include:

  • Splash Page – Decorated with a dark background and professional PowerPoint Icons.
  • Quote Slide – The annual report should be summarized in a quote, generally the organization’s vision.
  • Index Slide – Include the high level sections of the annual report being described.
  • Our Chairman’s Speech (two versions) – CEO and Chairman of the board generally introduce the annual report with the success cases and challenges over the year in order to give an executive summary.
  • Board of Directors – Shareholders always want to know who is running the company, introducing the board or the people leading the meeting is very important.
  • Organizational Chart (two org chart versions) – An overview of the top management levels.
  • About the Company – Generally describes the company object.
  • Vision and Mission – Traditional Strategy statements that drive the organization’s plans and actions.
  • Company Statement – Introductory paragraph to the company’s activities ran during the year.
  • Our Statistics – Two Tiles showing macro numbers. The presenter can adapt the charts to their own values and KPI’s just using the charting features of PowerPoint.
  • Our Management Team – Present the team responsible for the execution.
  • Our Services – Brief Description of the organization’s main services. Can be replaced with “Our Products” if needed.
  • Key Figures – A couple of slide to drill down in the metrics used to measure goal achievements and progress.
  • Global Business – In case the organization is globally distributed, some key information can be presented depending on regions or markets.
  • Total Expenses – Top three expenses groups affecting the bottom line.
  • Total Assets – Description of the tangible and intangible assets of the organization.
  • Total Liabilities – Description of current liabilities of the organization.
  • Audit Report and Financial Report – Tables describing the financial performance of the organization.

All the slides are 100% editable; the user can adapt the presentation theme to its own colors and backgrounds, and the template will automatically react, updating all slides. All shapes and icons are created as PowerPoint shapes, providing high visual quality in any screen, aspect ratio and resolution.

Impress your shareholders with this professional annual report template for powerpoint; create presentations that appeal to global audiences.

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The Best Presentation Templates For Your Chief’s Admiration

If you want to create an annual report that will captivate your readers or listeners, you need to arrange information in a clear and pleasant to the eyes manner.

At the same time, it doesn’t matter what kind of report it is, an annual company report, an annual sales report, budget, costs, or any other official document. Luckily you don’t need to have special arts education to represent your work in a beautiful and professional manner.

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Entorum - Business PowerPoint template with customizable infographics

Entorum - Business PowerPoint template with customizable infographics

It has never been easier to highlight the most important information you are trying to deliver with the help of PowerPoint presentation. Meet Entorum, the most innovative PowerPoint template released by Zemez. Sure thing, it is the best solution in terms of ease of use and convenience. Are you curious about what is inside? About 100 unique skins and 800 slides come in the package. The text blocks, headings, and literally, every textual element in the presentation are fully editable to your needs. No distracting backgrounds and poor color combinations, your presentation will definitely stand out from the crowd.

More features:

  • 4 aspect ratios
  • Vector coin
  • Dynamic charts
  • Light and dark styles
  • 28+ analysis infographics
  • 24/7 support

# 1. Annual Report Template. Solid and Stylish

Annual Report Presentation Templates

Shaping your business achievements into a single presentation that will impress the audience may take a lot of time. Unless you have a ready for work set of tools. Annual Report template includes all the unique slides you may need to create a compelling presentation. The strict color scheme makes every slide look professional and a mass of infographics is pretty clear and understandable.

#2. Complete Business Presentation Template. Strict and Universal

Annual Report Presentation Templates

One template to rule them all. If you want to present your business to a partner or a client - you need this template. It has all the slides you could use to impress the audience and make it understand you are worth working with. The Complete Business template is easy to maintain, contains illustrative diagrams and eye-catching design. The number of slides in the presentation is unlimited, so you could show everything you have without any limitations.

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#3. Annual Plan Template. Simple and Informative

Annual Report Presentation Templates

Perfect template for inner company use. All the infographics could be made with built-in tools, so you don’t need Photoshop or Illustrator. You could re-shape, move or delete every object on the slides and add your own pictures simply dragging them to the slide field. Or you could leave it as it is - just add your logo, text, and change the infographics data.

#4. 2019 Pitch Deck Template. Modern and Smart

2019 Pitch Deck PowerPoint Template

This template will ideally fit for the presentation of a fancy startup. All the slides are 100% vector and their Aspect Ratio is perfect for wide screens. The backgrounds of the slides complement stylish graphics objects, multicolored diagrams, and comparison tables. And after you download a template you’ll find an understandable help guide in the pack, so creating a presentation will be easy-peasy.

#5. Annual Report Template. Vintage and Jazzy

Annual Report Presentation Templates

When we talk about business, Wall Street would be first to come to mind. Strict and stylish costumes, financial newspapers - this template is made in “old” Wall Street style. Photos in Time-magazine style will complete the composition and help you to show your elegance to the audience. A perfect choice if you want a business solution of a premium quality.

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#6. Business Plan Template. Bright and Fancy

Annual Report Presentation Templates

A vivid and original premium presentation template for a company or agency with a modern approach to business process organization. It has everything to attract attention - from bright colors to comprehensible infographics. One of the main advantages of Business Plan template is the simplicity of replacing the graphic objects that will allow you to change the layout according to your taste in just a few seconds.

#7. Annual Planner 2018 Template. Elegant and Classy

Annual Report Presentation Templates

An annual plan schedule calendar that you make in this template will not only look opulent but also let you avoid additional explanations. Smooth shapes and simple color scheme outline the essence of presentation. You can change the background from light to dark and change illustrations simply dragging and dropping them to the appropriate place. The Annual Planner 2018 template is a choice of a business person that knows exactly what he wants.

#8. Business Strategy Template. Sophisticated and Clean

Annual Report Presentation Templates

This template is like a Zen piece of art. Nothing redundant, just pure, concentrated sense. An ideal solution for a business person that has a perfectly clear vision of company’s strategy and plans.Business Strategy template is based on high-quality graphics and includes various 4PS models to expand your opportunities.

#9. Global Project Template. Accurate and Eye-catching

Annual Report Presentation Templates

Perhaps, the best universal template for startup public display. Vivid, but not overcrowded, simple, but attractive. Despite using all 6 basic colors of specter it doesn't look childish, but stylish and up to date. Global Project template has a very fresh and smart visual concept. All elements are editable and a whole template is Slide Master based which speeds up your work with it.

#10. Business Plan Template with 3D Infographics. Juicy and trendy

Annual Report Presentation Templates

Every slide of this template looks like a page from a glossy magazine. Cool 3D images jump out the screen and catch all your attention. An audience will certainly remember a business presentation made via this template. There are light and dark versions and both are luxury and impressive. All 3D objects include animated effects, so your presentation will be exceptionally modern and stylish.

A good presentation is a key to success. Appropriate template and presentation style will highlight the main advantages of your speech and reduce weaknesses. So, choose carefully and go get them, tiger!

21 Easy Tips To Create A Powerful Presentation For Your Business [Free Ebook]

Annual report presentation templates faq.

All you need to do is copy the link where the template is stored on your computer. Next Go to the File menu, click Options and find the Save tab, find the Default Personal Templates location field. Now paste the copied template there and click OK. And that's all the PowerPoint report presentation template is installed and ready to use.

Many people think that the templates are similar and just have different designs. But this is a big mistake because each template is often customized for a specific subject and includes features and capabilities that are necessary for a particular type of presentation. This also applies to PowerPoint report presentation templates. They should include: fresh design, unique slides, multicolored charts, tables, high-quality graphics, vector icons, color schemes, quickly set up and edit elements, built-in documentation and additional files.

Graphs, tables and charts are essentially the most important tool in creating a report presentation.Therefore, a professional PowerPoint report presentation template should include not just regular charts, but different color variations of it. This will help you report in a more convenient way.

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Being a part of the TemplateMonster team is a great pleasure. I write about templates, marketing secrets, presentation tips, and different CMS. Hope my articles will be useful to you. If yes - please leave me a comment. Besides that, you can also meet me on Quora .

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Top 7 Annual Sales Report Templates with Samples and Examples

Top 7 Annual Sales Report Templates with Samples and Examples

Deepika Dhaka

author-user

" Every sale has five basic obstacles: no need, no money, no hurry, no desire, no trust. " — Zig Ziglar

This adage by the renowned American salesman and motivational speaker holds true for daily tasks of sales & marketing in achieving goals. These are clearing the lead funnel and boosting revenue. 

Every challenge, however, has a solution. This underscores the importance of having an Annual Sales Report. Sales reports serve as a multifaceted solution to these common obstacles. To address the challenge of " No Need, " annual sales reports offer a comprehensive view of customer behavior, empowering sales teams to recognize preferences and pain points. Financial constraints, captured under " No Money ," are navigated through revenue breakdowns and budget insights, allowing sales professionals to align offerings with clients' financial capacities. " No Hurry " is addressed by leveraging historical data to identify buying cycles, enabling strategic timing for promotions that evoke a sense of urgency. To tackle " No Desire ," sales reports delve into customer preferences, allowing tailored pitches aligned with genuine customer desires. Finally, addressing " No Trust " sales reports, with their transparent and consistent data presentation, contributes to building trust. To achieve this, key performance indicators, customer satisfaction metrics, and success stories are showcased. This transparency enhances the credibility of the sales team, fostering trust-based client relationships.

If you are a sales head looking to motivate your team to maintain a sales call sheet, we have the best solution for you in the form of Sales Call Sheet Templates.

If you are a professional facing these obstacles and are losing potential buyers to more informed competitors, we have just provided you with the solution. You also need to revamp your annual sales reporting and avoid these costly mistakes. How? Enter SlideTeam’s Annual Sales Report Templates.

Best Annual Sales Report Templates 

An annual sales report is an invaluable tool that indicates your current position and guides you in the best direction. It helps you optimize the sales reporting process and build a dedicated and capable sales team. SlideTeam’s PPT Templates help you create sales reports to update information for each sales cycle and develop consistent documentation. You can present these reports to prospective clients, investors, stakeholders, and your internal team. The best part is that the 100% editable and customizable nature of the templates provides you with the desired flexibility to edit your presentations. The content-ready slides give you the much-needed structure. Let’s explore these templates!

Template 1: Annual Sales Report PowerPoint Presentation

Deliver a straightforward annual report presentation using this comprehensive template, loaded with user-friendly features, graphics, and visuals. Navigate fool-proof slides featuring the annual sales report dashboard and a breakdown by product categories and month. Dive into a data-rich report analysis for informed strategic decision-making. Unveil quarter-wise progress with detailed reports on parameters like revenue by sales teams, conversion rates, new customers, and average deal size. Access a well-organized Sales KPIs Slide for a holistic overview. Download now for a seamless presentation experience.

Annual Sales Report PowerPoint Presentation

Download this Annual Sales Report Template

Explore these definitive Sales Action Plan Templates that help your business draw in the crowds and get the cash registers ringing.

Template 2: Sales & Marketing Summary Annual Report Presentation

Unleash the power of this annual report, unveiling the organization's marketing strategies and dynamic mediums fueling revenue generation across products and channels. Witness a strategic roadmap with key performance indicators like comparable sales growth, showcasing impressive progress. Gain the competitive edge through an in-depth analysis of income statements and operational profits while delving into trending marketing techniques such as niche marketing and strategically deployed event sponsorships across regions.  Download it now!

Sales & Marketing Summary Annual Report Presentation

Download this PowerPoint Presentation

Template 3: Sales & Marketing Summary Annual Report 

Crafted with a user-friendly interface, this template integrates agenda, company overview, and global presence, and your products and services. Dive into insightful sections highlighting growth and achievements, financial and sales highlights, and EBITDA metrics. Impress stakeholders with visual graphics showcasing campaigns done and comprehensive performance reports. This 60-slide PPT Deck will help your sales and marketing department streamline the reporting process and captivate audiences with impactful communication and strategic decision-making.

Sales & Marketing Summary Annual Report

Download this Sales & Marketing Summary Annual Report

Explore these proven and effective Sales Strategy Plan Templates that marketing leaders worldwide have used to improve their sales and customer satisfaction significantly.

Template 4: One-page Annual Sales Sheet

This versatile tool provides a structured framework for summarizing your key sales data. It features sections on annual sales sheets, in-depth analysis, territory-wide sales performance, and sales by product category. The included sales funnel diagram helps you track opportunities, proposals, negotiations, and closings. Communicate your brand's profitability across products and ensure that you capture every aspect of your sales performance. Download it now for easy reporting!

One-page Annual Sales Sheet

Download this template

Template 5: One-page Sales Fact Sheet Template

Introducing a concise one-page template for crafting a data-rich report in minutes. This tool features an annual sales fact sheet with essential metrics, a comprehensive sales overview diagram, and a straightforward state-wise sales map. Use it to showcase acquisition channel performance, demographics breakdown by gender and age, and categorized performance metrics such as expectations, satisfaction, and likelihood to recommend. Download now for swift reporting to time-starved management. 

One-page Sales Fact Sheet Template

Download this Sales Fact Sheet Template

Template 6: One-page Annual Sales Comparison Report

Boost your marketing efforts with this efficient tool, delivering a rapid and insightful snapshot of annual sales performance. Identify key trends and comparisons at a glance with the user-friendly design, showcasing revenue sales generation by region and product. Emphasize quarterly evaluations of sales revenue, analyze new opportunities, and pinpoint top churn reasons, including lost opportunities and purchase value. This template empowers you to assess campaign effectiveness, uncover growth opportunities, and make informed, data-driven decisions for strategic success. Download now!

One-page Annual Sales Comparison Report

Download this Annual Sales Comparison Report

Template 7: One-page Summary for Sales and Marketing

Optimize your reporting with our Annual Report Summary Template, offering a comprehensive snapshot of your marketing and sales efforts at a glance.  Use this information-packed PPT Infographic to elucidate your organizational strategy, revenue drivers, and enablers. Dive into well-organized sections showcasing marketing techniques for sales growth, a yearly revenue analysis, and total financial year revenue generation. Highlight your marketing and sales achievements, including target market reach, leads, and conversions. Convenience at its best – download now!

One-page Summary for Sales and Marketing

Download this Summary Report 

Use the secret to great sales now! 

Having unlocked the secrets to crafting a remarkable report that not only streamlines but also saves time, money, and effort, the next step is simple – grab the opportunity. Download our curated samples and examples now and tailor them to your needs. All you need to do is to change the data as per your needs and present it with flair and panache. 

Subscribe to our monthly, semi-annual, and annual plans from here.

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Presenting Monthly Business Report with Charts and Tables in PowerPoint

Last Updated on May 27, 2024 by Agnieszka

Are you doing regular business reviews? Whether it is monthly or quarterly reports, consider using a visual way of explaining your data on slides. In this blog post, we’ll explore the benefits of presenting your monthly business report in PowerPoint and how visual elements can enhance clarity and engagement for your audience.

The graphics presented here are crafted by our team and the result of over two decades of experience in designing corporate presentations.

Get all the graphics presented here – click on the slide pictures to see and download the source illustration. Check the full a Monthly Business Report with Financial Performance Review (PowerPoint Template) .

What is a Company MBR?

MBR stands for Monthly Business Review and it is an internal “all hands” regular presentation where a company looks at how well it’s doing, checks important numbers, and sees if it’s meeting its goals.

Monthly management reports help the company see how it’s doing financially and operationally. They let the management team see what’s been happening and make proper decisions for the future.

If you want to make your business performance tracking look nice and easy to understand, try using a visually appealing presentation format. Here are some examples to inspire you!

What is Included in a Monthly Report?

The typical structure of a corporate MBR presentation that includes as financial review has the following sections:

  • General overview of the Month – an Executive summary
  • Revenue status – Month & YTD
  • Gross margin status – Month & YTD
  • Expenses overview – Month & YTD
  • Cashflow status
  • Accounts Receivable status 
  • Review of Monthly operational goals 
  • Next month or other period outlook

We show you an easy way to present the data of the monthly business report. To design this information we added simple shapes to arrange slide. Using rectangular outlines and simple shapes with visual elements such as icon of a financial document keeps your audience from feeling overwhelmed by the text and the content is easy to read.

Presenting an Executive Summary of a Monthly Report

MBR presentation usually starts with an executive summary,  to wrap up the most important facts and show them in the beginning. 

This is especially important when the MBR presentation is longer or when you want the audience to scan through major results right from the start. Sometimes the main decision-makers need to get such an overview at the beginning, e.g. because they will delegate details by discussions and run to other meeting

Here’s how you can show such an executive summary on one slide. Select the key facts, such what’s your 

  • top line e.g. this month revenue, compare it with last year revenue of the same month
  • what’s bottom line
  • what’s outlook for the next month

general-information-of-business-status-infodiagram

Idea of such slide design: in the picture above you can see how to create this layout. There are three parts composed of connector shapes. By composing a slide in this way, we create hierarchies of the key facts. It would be good to consider what information should be at the top and what at the bottom.

Each of the factors we highlight thanks to adding icons and distinctive color. At the end, you can add some picture in the background to enhance the overall aesthetics of the slide. Images can help tell a story and convey a message more effectively than text alone. In this case, the colors refer to factors in the picture for better visual appeal.

Presenting KPI Dashboard with Business Units Performance

When you want to show several key financial indicators altogether of your MBR on one slide, below you see an example of how you can organize such information on one concise page.

Notice the clear layout, with each indicator clearly labeled and accompanied by relevant data.

business-units-performance-kpi-daschobards-charts

If you need to add a lot of data on one slide, we suggest adding visual elements such as charts in their simplest form – without axis details, repeating legends, and short number format. Additionally, the use of color and spacing helps to emphasize important information while maintaining visual clarity. 

Keep the text on each slide short and to the point thanks to the audience reading a slide much faster, but if it’s necessary to add more data on one slide, just remember about white space, visual consistency, and emphasizing key data.

Showing Main Profit Drivers

If you want to present also more qualitative data such as text explanation of your main business lines profit drivers and their analysis, you can create such slide with short text information about each of the main drivers. 

From the design point of view, you can organize it as follows below.

main-business-lines-profit-drivers-analysis-diagram

We arranged visuals in a logical sequence, reading flow is underlined visually by adding section numbers or letters. Remember to use white space and a cohesive look (font styles, sizes, and colors). You don’t want to overdesign. A balanced arrangement ensures the slide remains visually appealing and easy to read. 

The importance is also a clear contrast between text and background color, especially if the slide has a lot of text and is quite small in size. You can also add visuals such as icons or images to complement the text.

Presenting Monthly Revenue Analysis

Do you need to show a table with reviews of sales, and budget per business line?

You can boost up standard Excel table and create customized nice-looking tabular form in PowerPoint. 

See 2 slides below, and check how we designed such a financial table, using table colors and some additional graphics. Notice the use of enough space between text elements to enhance readability and avoid overcrowding. Ensure consistency of colors and shape styles throughout the slide for a cohesive and professional appearance.

monthly-top-line-analysis-table

The table for presenting monthly revenue analysis is a typical form allowing you to showcase comparison data. You can enhance it using PowerPoint table tools. To highlight key metrics we used formatting features like bold and color text to emphasize important figures or trends within the table. 

If you would like to have more custom tables we suggest adding the shapes for column headings ensuring clarity for the audience.  Additionally, you can use visual elements like color-coded cells or icons to draw attention to significant changes or outliers in the data.

YTD-top-line-analysis-table

In the second sample of the table with financial analysis, we show you how to create a design, that looks professional and easy to read. You can use an ordinary table with your data and highlight the main data using distinctive color for each of the factors. Then you can use dashed lines and the color of the table lines. It improves the design of the slide. 

Additionally, we added a place for brief analysis or commentary text to provide context and insights into the financial data presented.  

Presenting Monthly OPEX Data Chart 

To show monthly operational expenses, you can customize the Excel bar chart in the following way, to present a monthly business report in a more engaging way. 

monthly-operational-expanses-presentation

We added a custom arrow shaped under each bar chart column to underline the status of Actual versus Estimated value per cost center. Here arrows are manually added, as there is no way to add them automatically in PowerPoint. It takes a minute more but you get the advantage of using nicer non-default custom signs, that make your presentation look different than default charts. 

You can also consider creating separate data legend, adding bigger icons representing 3 categories:

  • estimated expenses expressed as paper with planned financial figures
  • actual expenses illustrated by icon showing giving money away
  • difference shown as plus minus sign

In the end, adding a subtle picture in the background can create a nice visual touch. However be careful so the picture will be only a light addition to your content, not the main element. 

Showing Debt Structure in A/R Section of MBR Presentation

The financial review part of the MBR report can contain an Account Receivable dashboard and cash flow development charts. 

If you need to present a structure of debt, here is a slide with debt structure analysis. 

We reused the Excel table and transformed it into a more readable form, showing various levels of debt by age, their monetary value, and percentage. 

debt-structure-analysis-table

To create a nicer design, you can embed such a debt table with part of the picture, as we did on the bottom. Notice how this is done, so the picture does not overlap data presentation. The design trick we used here is making a table with a white background.

Usually, you also need some place for commenting on the debt structure. For that, we created a separate comment box on the right where you can add a text description of the debt analysis. That can be especially useful if you present a monthly business report that will be read without direct presentation. 

Finish with Presenting the Action Plan for Next Month

At the end of the MBR presentation usually people also present next month’s outlook with next month’s targets and action plan.

We are sharing an example of how we designed such a slide presenting a set of goals, objectives, and actions in an easy-to-understand form. We used a table for that, as it’s easy to expand and gives a structure to the presented information. There is an important last column with a place to show who’s responsible for a specific action, so task assignment is clearly presented. This allows you to make people accountable or discuss eventual reassignments during the meeting. 

action-plan-template-for-next-month-table

On this slide we used the tips, which we wrote about in the previous examples. We designed the table using simple shapes with shadow and color to highlight and harmonize the column headers. To improve visual effects we added dashed lines inside the table.

Key Tips How to Present Monthly Business Report

When you create a presentation of your monthly business report, keep these few tips thanks your presentation will be more eye-catching and easier to remember:

  • use a highlight color to emphasize key factors and headlines,
  • customize tables and charts for clear structure and readability,
  • keep the layout simple and clean,
  • remember about white space and contrast text,
  • consider using graphics such as icons or subtle background images to complement the text and enhance visual appeal.

By following these basic design principles, you can create a compelling presentation that leaves a lasting impact on your audience.

Resource: Monthly Business Report with Financial Performance Review PowerPoint Template

The examples above used the graphics from an Monthly Business Report with Financial Performance Review (PPT Template).  All slides are available in the infoDiagram collection of presentation graphics.

Moreover, you can extend your data presentation with the Listed Company Financial Report Presentation (PPT Template) right here.

MUFG

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HAMILTON LANE INCORPORATED REPORTS STRONG FOURTH FISCAL QUARTER AND FISCAL YEAR 2024 RESULTS, WITH MANAGEMENT AND ADVISORY FEES GROWING BY 22% AND ASSETS UNDER MANAGEMENT GROWING BY 11% YEAR-OVER-YEAR

CONSHOHOCKEN, Pa. , May 23, 2024 /PRNewswire/ -- Leading private markets asset management firm Hamilton Lane Incorporated (Nasdaq: HLNE) today reported its results for the fourth fiscal quarter and full fiscal year ended March 31, 2024 .

FISCAL YEAR 2024 HIGHLIGHTS

  • Assets under management  – Total assets under management of $124 billion grew 11% year-over-year. Fee-earning assets under management increased 15% to $66 billion over the same period.
  • Revenue  – Management and advisory fees increased 22% to $451.9 million for fiscal 2024.
  • Carried Interest – Unrealized carried interest balance of $1 .2 billion was up 19% year-over-year.
  • Earnings per share – GAAP EPS of $3.69 on $140 .9 million of GAAP net income for fiscal 2024.
  • Dividend – Declared a quarterly dividend of $0.49 per share of Class A common stock to record holders at the close of business on June 14, 2024 that will be paid on July 5, 2024 . The target full-year dividend of $1.96 represents a 10% increase from the prior fiscal year dividend.

Hamilton Lane issued a full detailed presentation of its fourth quarter and full fiscal year 2024 results, which can be accessed by clicking here.

Hamilton Lane Co -CEO Erik Hirsch commented: "Fiscal year 2024 was another strong year for Hamilton Lane . We continue to execute well across the entirety of the business and our growth remains robust. Our market continues to offer significant opportunity and we remain intensely focused on delivering for our clients and shareholders."

Conference Call Hamilton Lane will discuss fourth quarter and full fiscal year 2024 results in a webcast and conference call today, Thursday, May 23, 2024 , at 11:00 a.m. Eastern Time .

For access to the live event via the webcast, visit Hamilton Lane's Shareholders website by clicking here at least 15 minutes prior to the start of the call. This feature will be in listen-only mode.

A replay of the webcast will be available approximately two hours after the live broadcast for a period of one year and can be accessed in the same manner as the live webcast at the Shareholders page of Hamilton Lane's website.

About Hamilton Lane Hamilton Lane (Nasdaq: HLNE) is one of the largest private markets investment firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs approximately 700 professionals operating in offices throughout North America , Europe , Asia Pacific and the Middle East . Hamilton Lane has $920 .6 billion in assets under management and supervision, composed of $124 .4 billion in discretionary assets and $796 .2 billion in non-discretionary assets, as of March 31, 2024 . Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies. For more information, please visit  www.hamiltonlane.com  or follow Hamilton Lane on LinkedIn: https://www.linkedin.com/company/hamilton-lane/ .

Forward-Looking Statements Some of the statements in this release may constitute "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934 and the Private Securities Litigation Reform Act of 1995. Words such as "will," "expect," "believe," "estimate," "continue," "anticipate," "intend," "plan" and similar expressions are intended to identify these forward-looking statements. Forward-looking statements discuss management's current expectations and projections relating to our financial position, results of operations, plans, objectives, future performance and business. All forward-looking statements are subject to known and unknown risks, uncertainties and other important factors that may cause actual results to be materially different, including risks relating to: our ability to manage growth, fund performance, competition in our industry, changes in our regulatory environment and tax status; market conditions generally; our ability to access suitable investment opportunities for our clients; our ability to maintain our fee structure; our ability to attract and retain key employees; our ability to manage our obligations under our debt agreements; defaults by clients and third-party investors on their obligations to fund commitments; our exposure and that of our clients and investors to the credit risks of financial institutions at which we and they hold accounts; our ability to comply with investment guidelines set by our clients; our ability to successfully integrate acquired businesses with ours; our ability to manage risks associated with introducing new types of investment structures, products or services or entering into strategic partnerships; our ability to manage redemption or repurchase rights in certain of our funds; our ability to manage, identify and anticipate risks we face; our ability to manage the effects of events outside of our control; and our ability to receive distributions from Hamilton Lane Advisors, L.L.C. to fund our payment of dividends, taxes and other expenses.

The foregoing list of factors is not exhaustive.  For more information regarding these risks and uncertainties as well as additional risks that we face, you should refer to the "Risk Factors" detailed in Part I, Item 1A of our Annual Report on Form 10-K for the fiscal year ended March 31, 2023 and in our subsequent reports filed from time to time with the Securities and Exchange Commission , including our upcoming Form 10-K for fiscal 2024. The forward-looking statements included in this release are made only as of the date hereof. We undertake no obligation to update or revise any forward-looking statement as a result of new information or future events, except as otherwise required by law.

Cision

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Nvidia, Powered by A.I. Boom, Reports Soaring Revenue and Profits

The Silicon Valley company was again lifted by sales of its artificial intelligence chips, but it faces growing competition and heightened expectations.

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A display about Nvidia’s Blackwell platform dwarfs Jensen Huang as he presents it from a stage.

By Don Clark

Reporting from San Francisco

Nvidia, which makes microchips that power most artificial intelligence applications, began an extraordinary run a year ago.

Fueled by an explosion of interest in A.I., the Silicon Valley company said last May that it expected its chip sales to go through the roof. They did — and the fervor didn’t stop, with Nvidia raising its revenue projections every few months. Its stock soared, driving the company to a more than $2 trillion market capitalization that makes it more valuable than Alphabet, the parent of Google.

On Wednesday, Nvidia again reported soaring revenue and profits that underscored how it remains a dominant winner of the A.I. boom, even as it grapples with outsize expectations and rising competition.

Revenue was $26 billion for the three months that ended in April, surpassing its $24 billion estimate in February and tripling sales from a year earlier for the third consecutive quarter. Net income surged sevenfold to $5.98 billion.

Nvidia also projected revenue of $28 billion for the current quarter, which ends in July, more than double the amount from a year ago and higher than Wall Street estimates.

“We are fundamentally changing how computing works and what computers can do,” Jensen Huang, Nvidia’s chief executive, said in a conference call with analysts. “The next industrial revolution has begun.”

Nvidia’s shares, which are up more than 90 percent this year, rose in after-hours trading after the results were released. The company also announced a 10-for-1 stock split.

Nvidia, which originally sold chips for rendering images in video games, has benefited after making an early, costly bet on adapting its graphics processing units, or GPUs, to take on other computing tasks. When A.I. researchers began using those chips more than a decade ago to accelerate tasks like recognizing objects in photos, Mr. Huang jumped on the opportunity. He augmented Nvidia’s chips for A.I. tasks and developed software to aid developments in the field.

The company’s flagship processor, the H100, has enjoyed feverish demand to power A.I. chatbots such as OpenAI’s ChatGPT. While most high-end standard processors cost a few thousand dollars, H100s have sold for anywhere from $15,000 to $40,000 each, depending on volume and other factors, analysts said.

Colette Kress, Nvidia’s chief financial officer, said on Wednesday that it had worked in recent months with more than 100 customers that were building new data centers — which Mr. Huang calls A.I. factories — ranging from hundreds to tens of thousands of GPUs, with some reaching 100,000. Tesla, for example, is using 35,000 H100 chips to help train models for autonomous driving, she said.

Nvidia will soon begin to ship a powerful successor to the H100, code-named Blackwell, which was announced in March. Demand for the new chips already appears to be strong, raising the possibility that some customers may wait for the speedier models rather than buy the H100. But there was little sign of such a pause in Nvidia’s latest results.

Ms. Kress said demand for Blackwell was well ahead of supply of the chip, and “we expect demand may exceed supply well into next year.” Mr. Huang added that the new chips should be operating in data centers late this year and that “we will see a lot of Blackwell revenue this year.”

The comments may ease fears of a slowdown in Nvidia’s momentum.

“Lingering concerns investors had in the short term regarding an ‘air bubble’ for GPU demand seem to have vanished,” Lucas Keh, an analyst at the research firm Third Bridge, said in an email.

Wall Street analysts are also looking for signs that some richly funded rivals could grab a noticeable share of Nvidia’s business. Microsoft, Meta, Google and Amazon have all developed their own chips that can be tailored for A.I. jobs, though they have also said they are boosting purchases of Nvidia chips.

Traditional rivals such as Advanced Micro Devices and Intel have also made optimistic predictions about their A.I. chips. AMD has said it expects to sell $4 billion worth of a new A.I. processor, the MI300, this year.

Mr. Huang frequently points to what he has said is a sustainable advantage: Only Nvidia’s GPUs are offered by all the major cloud services, such as Amazon Web Services and Microsoft Azure, so customers don’t have to worry about getting locked into using one of the services because of its exclusive chip technology.

Nvidia also remains popular among computer makers that have long used its chips in their systems. One is Dell Technologies, which on Monday hosted a Las Vegas event that featured an appearance by Mr. Huang.

Michael Dell, Dell’s chief executive and founder, said his company would offer new data center systems that packed 72 of the new Blackwell chips in a computer rack, standard structures that stand a bit taller than a refrigerator.

“Don’t seduce me with talk like that,” Mr. Huang joked. “That gets me superexcited.”

Explore Our Coverage of Artificial Intelligence

News  and Analysis

OpenAI said that it has begun training a new flagship A.I. model  that would succeed the GPT-4 technology that drives its popular online chatbot, ChatGPT.

Elon Musk’s A.I. company, xAI, said that it had raised $6 billion , helping to close the funding gap with OpenAI, Anthropic and other rivals.

Google’s A.I. capabilities that answer people’s questions have generated a litany of untruths and errors  — including recommending glue as part of a pizza recipe and the ingesting of rocks for nutrients — causing a furor online.

The Age of A.I.

D’Youville University in Buffalo had an A.I. robot speak at its commencement . Not everyone was happy about it.

A new program, backed by Cornell Tech, M.I.T. and U.C.L.A., helps prepare lower-income, Latina and Black female computing majors  for A.I. careers.

Publishers have long worried that A.I.-generated answers on Google would drive readers away from their sites. They’re about to find out if those fears are warranted, our tech columnist writes .

A new category of apps promises to relieve parents of drudgery, with an assist from A.I.  But a family’s grunt work is more human, and valuable, than it seems.

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  20. Annual reports and presentations

    Reports: Presentation: Annual report Annual report (2012) Download each sections separately: Management's review (PDF) Consolidated financial statements (PDF) Consolidated non-financial statements (PDF) Parent company financial statements (PDF) Management statement, independent auditor's report and assurance report (PDF)

  21. Presenting Monthly Business Report with Charts and Tables in PowerPoint

    By following these basic design principles, you can create a compelling presentation that leaves a lasting impact on your audience. Resource: Monthly Business Report with Financial Performance Review PowerPoint Template. The examples above used the graphics from an Monthly Business Report with Financial Performance Review (PPT Template).

  22. MUFG; Presentations FY2024 (Fiscal Year Ending Mar. 2025)

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  23. HAMILTON LANE INCORPORATED REPORTS STRONG FOURTH FISCAL ...

    Hamilton Lane issued a full detailed presentation of its fourth quarter and full fiscal year 2024 results, which can be accessed by clicking here. ... Item 1A of our Annual Report on Form 10-K for ...

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    Nvidia's shares, which are up more than 90 percent this year, rose in after-hours trading after the results were released. The company also announced a 10-for-1 stock split.

  25. Results, reports and presentations

    Download and view press releases and other materials from our key financial reporting dates, along with our recent and historical presentations. Half Year results 2024 Our results for the six months ended 31 March were published on Wednesday 15 May 2024.

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  27. Starbucks Coffee Company

    Investor Relations Contact. Starbucks Coffee Company Investor Relations Department 2401 Utah Avenue South, Mailstop IR Seattle, WA 98134. [email protected]