Templates / Finance

Free, and not counted as a creation. You get your own copy to edit, in any theme.

When to use it

Use it at month end, to show results against budget and explain the gaps before anyone asks.

How to use it

1. Make your own copy. It opens in the editor, where you can change the theme and edit anything.
2. Fill in the fields below, and answer the question each slide asks with your own content and numbers.
3. Download it as an editable PowerPoint file, or as a PDF. The file is reopened and checked before it is offered.

Slide by slide

1. Financial review [company] · [month]
2. The month in numbers Revenue, Gross margin, Cash at month end
3. Against budget A table: Line, Actual, Budget, Difference
4. What explains the gaps What drove the largest difference? Is it timing, or will it last?
5. Outlook What changes the forecast for the rest of the year?
6. Next steps The actions agreed for next month.

Fields to fill

Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.

• {{company}}
• {{month}}
• {{revenue}}
• {{margin}}
• {{cash}}
• {{revenue_budget}}
• {{revenue_gap}}
• {{costs}}
• {{costs_budget}}
• {{costs_gap}}

What is inside