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Monthly
Business Review
Your Company Name
2
Agenda
To assess the current performance
status
01
To focus on critical issues, goals and
objectives
02
To reinforce the accountability and
action plans of each team or individual
03
To identify and remove barriers
04
Table of Content
01 Business Overview
02 Financial Performance
03 Client and Project Updates
04 Competitor’s Analysis
05 Future Roadmap
06 CSR / Miscellaneous Activities
QUARTERLY
Business
Review
3
Table of Content
01 Business Overview
02 Financial Performance
03 Client and Project Updates
04 Competitor’s Analysis
05 Future Roadmap
06 CSR / Miscellaneous Activities
QUARTERLY
Business
Review
4
Highlights
Highlight 1
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Q1 FY18
Highlight 3
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Q3 FY18 Highlight 4
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Q4 FY18
Highlight 2
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Q2 FY18
5
Financial Summary
EBITDA
$80 MM
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Q-o-Q Revenue
Growth
50%
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Net Revenue
$100 MM
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Net Profit
Margin
20%
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Net Profit
$20MM
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6
Revenue Split - By Geography
15%
Asia
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25%
Australia
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30%
Africa
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10%
South
America
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20%
North
America
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Revenue Split - By Country
USA
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Brazil
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Russia
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Australia
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Revenue Split - By Product/Segment
9
Product Line Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Product 1 34 897 234 67
Product 2 65 64 234 245
Product 3 32 234 76 64
Product 4 56 64 23 23
Revenue Split - By
Product/Segment
4.3
2.5
3.5
4.5
2.4
4.4
1.8
2.8
2 2
5.6
4
2.4
3.2
3
5.1
0
1
2
3
4
5
6
Product 1 Product 2 Product 3 Product 4
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
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10
11
Key Developments/
Milestones Achieved
Launched a new product
01
Achieved 100 MM in a single quarter
02
Received “top exporter of the year
2018” award
03
Table of Content
01 Business Overview
02 Financial Performance
03 Client and Project Updates
04 Competitor’s Analysis
05 Future Roadmap
06 CSR / Miscellaneous Activities
QUARTERLY
Business
Review
12
P&L - KPIs
Revenue
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Operating Profit
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
COGS
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Net Increase In Cash
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
All figures in USD MM
13
P&L - KPIs (Tabular Form)
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Net Sales 1,703.1 2,022.0 3,184.5 3,476.6
Other Income 4.0 9.9 11.8 31.8
Total Income 1,707.2 2,031.9 3,196.3 3,508.4
Expenses
Total Material Consumed 1,282.5 1,374.7 2,028.2 2,200.4
Employee Benefit Expense 92.1 128.4 155.6 226.5
Other Expenses 71.2 167.3 265.6 299.7
EBITDA 261.3 361.6 746.9 781.8
% EBITDA 15.3% 17.8% 23.4% 22.3%
Depreciation Expense 28.4 45.8 60.0 69.3
Financing Cost 66.9 128.8 198.1 273.9
Profit Before Tax 166.0 186.9 488.8 438.5
Taxes 4.0 -0.8 138.8 100.8
Profit After Tax 162.0 187.7 350.0 337.7
% PAT 9.5% 9.2% 11.0% 9.6%
All figures in USD MM
14
Balance Sheet - KPIs
Current Assets
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Total Assets
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Current Liabilities
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Total Liabilities
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
All figures in USD MM
15
Balance Sheet - KPIs (Tabular Form)
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Shareholders‘ Equity 529.8 1,067.8 1,294.6 1,632.4
Non–current Liabilities 535.0 548.2 513.5 989.0
Short–term Borrowings 439.8 622.7 720.6 1,603.8
Trade Payables 352.9 508.9 760.4 433.7
Other Current Liabilities 5.9 147.3 289.5 372.6
Short Term Provisions 21.4 6.2 15.0 28.0
Current Liabilities 820.1 1,285.0 1,785.5 2,438.1
Total Liabilities 1,760.4 2,678.1 3,316.3 4,730.4
All figures in USD MM
16
17
Total Fixed Assets 803.2 1,034.6 1,159.5 1,751.3
Non–Current Investments 26.6 26.6 104.5 26.6
Long Term Loans and Advances - 8.0 73.4 204.8
Other Non–Current Assets - 13.8 - -
Current Investments - - - 77.9
Inventories 341.3 731.3 771.3 1,215.8
Trade Receivables 477.6 605.1 996.1 1,061.3
Cash and Bank Balances 33.0 89.5 132.2 258.8
Short–term Loans & Advances 75.8 169.1 76.9 131.6
Other Current Assets 2.9 0.0 2.3 2.4
Current Assets 930.5 1,595.1 1,978.8 2,747.8
Total Assets 1,760.4 2,678.1 3,316.3 4,730.4
All figures in USD MM
Cash Flow Statement - KPIs
Operation
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Investing Activities
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Financing Activities
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Net Increase In Cash
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
All figures in USD MM
18
Cash Flow Statement - KPIs (Tabular Form)
FY12 FY13 FY14 FY15
Cash flow from Operations 3,184 3,476 4,621 6,168
Cash flow from Investing
Activities 723 781 834 1,210
Cash flow from Financing
Activities 326 337 223 459
Change in Cash & Cash
Equivalents 1,017 1,303 1,490 1,836
All figures in USD MM
19
Key Financial Ratios
(Price-to-Earnings)
P/E Ratio
Q2 FY18
10
Debt to Equity
Ratio
10
Current ratio
10
10
Q1 FY18
(Price-to-Earnings)
P/E Ratio
Return on
Assets
Q2 FY18
10
Return on
Equity
10
Return on
Investment
10
Return on
Assets
Q1 FY18
10
20
Funding Updates - Debt
Final Limits FY18
$ XX MM apprised by Bank name
Bank FBWCL NFBWCL TOTAL %
% %
Bank 1 85 40.5% 171 32.6% 256 34.8%
Bank 2 41 19.5% 34 6.5% 75 10.2%
Bank 3 15 7.1% 60 11.4% 75 10.2%
Bank 4 0 0.0% 30 5.7% 30 4.1%
Bank 5 12 5.7% 33 6.3% 45 6.1%
Bank 6 3 1.4% 14 2.7% 17 2.3%
Bank 7 12 5.7% 60 11.4% 72 9.8%
Bank 8 8 3.8% 35 6.7% 43 5.9%
Bank 9 4 1.9% 53 10.1% 57 7.8%
Bank 10 15 7.1% 15 2.9% 30 4.1%
Bank 11 15 7.1% 20 3.8% 35 4.8%
Total 210 100% 525 100% 735 100%
21
Funding
Updates -
Equity
Shareholder
Name
Shareholding Pattern
Total Shares Percentage (%)
Name 1 85 40.5%
Name 2 41 19.5%
Name 3 15 7.1%
Name 4 0 0.0%
Name 5 12 5.7%
Name 6 3 1.4%
Name 7 12 5.7%
Name 8 8 3.8%
Name 9 4 1.9%
Name 10 15 7.1%
Name 11 15 7.1%
Total 210 100%
22
Table Of Content
01 Business Overview
02 Financial Performance
03 Client and Project Updates
04 Competitor’s Analysis
05 Future Roadmap
06 CSR / Miscellaneous Activities
QUARTERLY
Business
Review
23
Top Customers & Vendors
S. NO. CUSTOMERS AMOUNT
1 Name 1 45,203
2 Name 2 45,203
3 Name 3 45,203
4 Name 4 45,203
5 Name 5 45,203
S. NO. VENDORS AMOUNT
1 Name 1 45,203
2 Name 2 45,203
3 Name 3 45,203
4 Name 4 45,203
5 Name 5 45,203
24
Top Debtors & Creditors
S. NO. Creditors AMOUNT
1 Name 1 45,203
2 Name 2 45,203
3 Name 3 45,203
4 Name 4 45,203
5 Name 5 45,203
S. NO. Debtors AMOUNT
1 Name 1 45,203
2 Name 2 45,203
3 Name 3 45,203
4 Name 4 45,203
5 Name 5 45,203
25
Client Updates
26
Client 1 Client 2 Client 3 Client 4 Client 5
New Clients Acquired
10
Major Clients Acquired
Project Updates
Pipeline
Orders
S. NO. CLIENT NAME AMOUNT
1 Name 1
2 Name 2
3 Name 3
4 Name 4
5 Name 5
Major
orders
in
hand
S. NO. CLIENT NAME AMOUNT
1 Name 1
2 Name 2
3 Name 3
4 Name 4
5 Name 5
Major
Projects
Lost
S. NO. PROJECT NAME AMOUNT
1 Name 1
2 Name 2
3 Name 3
4 Name 4
5 Name 5
Major
Projects
Bagged
S. NO. PROJECT NAME AMOUNT
1 Name 1
2 Name 2
3 Name 3
4 Name 4
5 Name 5
All Figures in USD MM
27
01 Business Overview
02 Financial Performance
03 Client and Project Updates
04 Competitor’s Analysis
05 Future Roadmap
06 CSR / Miscellaneous Activities
QUARTERLY
Business
Review
Table of Content
28
66
48
40
20
51
65
38
32
45
50
55
44
30 32
43
65
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Your Company Competitor 1 Competitor 2 Competitor 3
Competitor Analysis
Revenue
All Figures in USD MM
29
Competitor Analysis
20%
20%
20%
40%
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Competitor 3
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Competitor 2
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Competitor 1
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Your Company
Market Share
All Figures in %
30
Competitor Analysis
Your Company Competitor 1 Competitor 2 Competitor 3
3.8
4.5
4.1
5.6
0
1
2
3
4
5
6
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Cost Of Goods Sold
All Figures in USD MM
31
Competitor Analysis
Your Company Competitor 1 Competitor 2 Competitor 3
3.8%
2.5%
3.5%
4.5%
2.4%
4.1%
1.8%
2.8%
2% 2%
3%
3.5%
2.4%
3.2%
5.6%
4.5%
0
1
2
3
4
5
6
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Net Profit Margin
All Figures in %
32
Benchmarking Competitive Intelligence
High Quality, Low Price
Product 1
High Quality, High Price
Product 2
High Quality, Low Price
Product 3
High Quality, Low Price
Product 4
Text Here Text Here
Text Here
Text Here
LOW
HIGH
PRICE
LOW HIGH
QUALITY
33
01 Business Overview
02 Financial Performance
03 Client and Project Updates
04 Competitor’s Analysis
05 Future Roadmap
06 CSR / Miscellaneous Activities
QUARTERLY
Business
Review
Table of Content
34
30-60-90 Day Plan
1. Watch product and customer
videos
2. Review the opening/introductory
pitch and related call scripts
3. Review poor follow-up emails
and good email tips
4. Review and practice current
sales pitch.
1. Learn the add-on details
about business and
products to gain
expertise and confidence
1. Master the sales pitch with
different persons and
industries
2. Master giving an overview
demo
3. Learn additional details about
solutions
90
Days
60
Days
30
Days
35
Light Bulb With Time Planning Ideas
01
02
03
04
05
06
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Here
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Product Roadmap (Layout-1)
04
03
02
05
06
01
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Product Roadmap (Layout-2)
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug Your Text Here
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Product Roadmap (Layout-3)
Sep
Aug
July
Jun
May
Apr
Mar
Feb
Jan
Your Text Here
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Your Text Here
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Your Text Here
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Your Text Here
Your Text Here
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Phases Of Implementation
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Phase 01
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Major Roadblocks Or Obstacles
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01
02
03
04
05
41
Major Roadblocks
Or Obstacles
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01
02
04
03
01
02
04
03
42
Swot Analysis
Strengths
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Threats
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Weaknesses
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Opportunities
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Table of Content
01 Business Overview
02 Financial Performance
03 Client and Project Updates
04 Competitor’s Analysis
05 Future Roadmap
06 CSR / Miscellaneous Activities
QUARTERLY
Business
Review
44
Corporate Social
Responsibility
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Customer Service Benchmarking
55
40
45
85
75
65
30
35
50
65
55
45
25
45
30
46
65
35
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Very Good Good Bad
46
Customer Service Benchmarking
Phase 1
Phase 2
Phase 3
Phase 4
Phase 5
Phase 6
Phase 7
Phase 8 Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
20%
Very Poor
40%
Poor
60%
Okay
80%
Good
100%
Excellent
47
Organization Chart
48
Director
Sofia William
Developer
Chris Tucker
Designer
Marry Graves
Editor
John Graves
CEO
Peter Lee
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Goals And Success Metrics
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Text Here
Your Text
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Health Scorecard
50
Overall Score
Qualitative
Aspects
Quantitative
Aspects
10 20 30 40 50 60 70 80 90 100
0
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Coffee Break
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Charts &
Graphs
52
Column Chart
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0%
10%
20%
30%
40%
50%
60%
2014 2015 2016 2017
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0%
10%
20%
30%
40%
50%
60%
2014 2015 2016 2017
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▪ Product 01 ▪ Product 02
53
Clustered Bar
0 10 20 30 40 50 60 70 80 90 100
Q1
Q2
Q3
Q4
Unit Count
▪ Product 01 ▪ Product 03
▪ Product 02
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54
Line Chart
0
10
20
30
40
50
60
70
80
FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08
In
percentage
In years
▪ Product 01 ▪ Product 02
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55
Area Chart
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Dec
Nov
Oct
Sep
Aug
Jul
Jun
May
Apr
Mar
Feb
Jan
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▪ Product 01
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▪ Product 02
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Stock Chart
Volume
Volume
High
Low
0
10
20
30
40
50
60
70
0
20
40
60
80
100
120
140
160
01/05/2017 01/06/2017 01/07/2017 01/08/2017 01/09/2017
▪ Product 01 ▪ Product 02
Close
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Additional
Slides
58
Our Mission
Vision
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Mission
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Goals
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About Us
60
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Marketing
Manager
Tom Mike
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Financial
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Julie Hill
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CEO
John Smith
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Product
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Lily William
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Our Team
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Dashboards
100%
0%
50%
25%
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50%
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100%
0%
50%
75%
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Post it
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04
63
Puzzle
01
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03
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04
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Target
Target 01
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Target 02
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Target 04
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Target 03
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Circular
01
02
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Monthly Business Review Powerpoint Presentation Slides

  • 2. 2 Agenda To assess the current performance status 01 To focus on critical issues, goals and objectives 02 To reinforce the accountability and action plans of each team or individual 03 To identify and remove barriers 04
  • 3. Table of Content 01 Business Overview 02 Financial Performance 03 Client and Project Updates 04 Competitor’s Analysis 05 Future Roadmap 06 CSR / Miscellaneous Activities QUARTERLY Business Review 3
  • 4. Table of Content 01 Business Overview 02 Financial Performance 03 Client and Project Updates 04 Competitor’s Analysis 05 Future Roadmap 06 CSR / Miscellaneous Activities QUARTERLY Business Review 4
  • 5. Highlights Highlight 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Q1 FY18 Highlight 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Q3 FY18 Highlight 4 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Q4 FY18 Highlight 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Q2 FY18 5
  • 6. Financial Summary EBITDA $80 MM This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Q-o-Q Revenue Growth 50% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Net Revenue $100 MM This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Net Profit Margin 20% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Net Profit $20MM This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 6
  • 7. Revenue Split - By Geography 15% Asia This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 25% Australia This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 30% Africa This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 10% South America This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 20% North America This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 7
  • 8. Revenue Split - By Country USA This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Brazil This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Russia This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Australia This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Africa This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 8
  • 9. Revenue Split - By Product/Segment 9 Product Line Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Product 1 34 897 234 67 Product 2 65 64 234 245 Product 3 32 234 76 64 Product 4 56 64 23 23
  • 10. Revenue Split - By Product/Segment 4.3 2.5 3.5 4.5 2.4 4.4 1.8 2.8 2 2 5.6 4 2.4 3.2 3 5.1 0 1 2 3 4 5 6 Product 1 Product 2 Product 3 Product 4 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 10
  • 11. 11 Key Developments/ Milestones Achieved Launched a new product 01 Achieved 100 MM in a single quarter 02 Received “top exporter of the year 2018” award 03
  • 12. Table of Content 01 Business Overview 02 Financial Performance 03 Client and Project Updates 04 Competitor’s Analysis 05 Future Roadmap 06 CSR / Miscellaneous Activities QUARTERLY Business Review 12
  • 13. P&L - KPIs Revenue 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Operating Profit 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 COGS 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Net Increase In Cash 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 All figures in USD MM 13
  • 14. P&L - KPIs (Tabular Form) Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Net Sales 1,703.1 2,022.0 3,184.5 3,476.6 Other Income 4.0 9.9 11.8 31.8 Total Income 1,707.2 2,031.9 3,196.3 3,508.4 Expenses Total Material Consumed 1,282.5 1,374.7 2,028.2 2,200.4 Employee Benefit Expense 92.1 128.4 155.6 226.5 Other Expenses 71.2 167.3 265.6 299.7 EBITDA 261.3 361.6 746.9 781.8 % EBITDA 15.3% 17.8% 23.4% 22.3% Depreciation Expense 28.4 45.8 60.0 69.3 Financing Cost 66.9 128.8 198.1 273.9 Profit Before Tax 166.0 186.9 488.8 438.5 Taxes 4.0 -0.8 138.8 100.8 Profit After Tax 162.0 187.7 350.0 337.7 % PAT 9.5% 9.2% 11.0% 9.6% All figures in USD MM 14
  • 15. Balance Sheet - KPIs Current Assets 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Total Assets 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Current Liabilities 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Total Liabilities 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 All figures in USD MM 15
  • 16. Balance Sheet - KPIs (Tabular Form) Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Shareholders‘ Equity 529.8 1,067.8 1,294.6 1,632.4 Non–current Liabilities 535.0 548.2 513.5 989.0 Short–term Borrowings 439.8 622.7 720.6 1,603.8 Trade Payables 352.9 508.9 760.4 433.7 Other Current Liabilities 5.9 147.3 289.5 372.6 Short Term Provisions 21.4 6.2 15.0 28.0 Current Liabilities 820.1 1,285.0 1,785.5 2,438.1 Total Liabilities 1,760.4 2,678.1 3,316.3 4,730.4 All figures in USD MM 16
  • 17. 17 Total Fixed Assets 803.2 1,034.6 1,159.5 1,751.3 Non–Current Investments 26.6 26.6 104.5 26.6 Long Term Loans and Advances - 8.0 73.4 204.8 Other Non–Current Assets - 13.8 - - Current Investments - - - 77.9 Inventories 341.3 731.3 771.3 1,215.8 Trade Receivables 477.6 605.1 996.1 1,061.3 Cash and Bank Balances 33.0 89.5 132.2 258.8 Short–term Loans & Advances 75.8 169.1 76.9 131.6 Other Current Assets 2.9 0.0 2.3 2.4 Current Assets 930.5 1,595.1 1,978.8 2,747.8 Total Assets 1,760.4 2,678.1 3,316.3 4,730.4 All figures in USD MM
  • 18. Cash Flow Statement - KPIs Operation 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Investing Activities 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Financing Activities 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Net Increase In Cash 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 All figures in USD MM 18
  • 19. Cash Flow Statement - KPIs (Tabular Form) FY12 FY13 FY14 FY15 Cash flow from Operations 3,184 3,476 4,621 6,168 Cash flow from Investing Activities 723 781 834 1,210 Cash flow from Financing Activities 326 337 223 459 Change in Cash & Cash Equivalents 1,017 1,303 1,490 1,836 All figures in USD MM 19
  • 20. Key Financial Ratios (Price-to-Earnings) P/E Ratio Q2 FY18 10 Debt to Equity Ratio 10 Current ratio 10 10 Q1 FY18 (Price-to-Earnings) P/E Ratio Return on Assets Q2 FY18 10 Return on Equity 10 Return on Investment 10 Return on Assets Q1 FY18 10 20
  • 21. Funding Updates - Debt Final Limits FY18 $ XX MM apprised by Bank name Bank FBWCL NFBWCL TOTAL % % % Bank 1 85 40.5% 171 32.6% 256 34.8% Bank 2 41 19.5% 34 6.5% 75 10.2% Bank 3 15 7.1% 60 11.4% 75 10.2% Bank 4 0 0.0% 30 5.7% 30 4.1% Bank 5 12 5.7% 33 6.3% 45 6.1% Bank 6 3 1.4% 14 2.7% 17 2.3% Bank 7 12 5.7% 60 11.4% 72 9.8% Bank 8 8 3.8% 35 6.7% 43 5.9% Bank 9 4 1.9% 53 10.1% 57 7.8% Bank 10 15 7.1% 15 2.9% 30 4.1% Bank 11 15 7.1% 20 3.8% 35 4.8% Total 210 100% 525 100% 735 100% 21
  • 22. Funding Updates - Equity Shareholder Name Shareholding Pattern Total Shares Percentage (%) Name 1 85 40.5% Name 2 41 19.5% Name 3 15 7.1% Name 4 0 0.0% Name 5 12 5.7% Name 6 3 1.4% Name 7 12 5.7% Name 8 8 3.8% Name 9 4 1.9% Name 10 15 7.1% Name 11 15 7.1% Total 210 100% 22
  • 23. Table Of Content 01 Business Overview 02 Financial Performance 03 Client and Project Updates 04 Competitor’s Analysis 05 Future Roadmap 06 CSR / Miscellaneous Activities QUARTERLY Business Review 23
  • 24. Top Customers & Vendors S. NO. CUSTOMERS AMOUNT 1 Name 1 45,203 2 Name 2 45,203 3 Name 3 45,203 4 Name 4 45,203 5 Name 5 45,203 S. NO. VENDORS AMOUNT 1 Name 1 45,203 2 Name 2 45,203 3 Name 3 45,203 4 Name 4 45,203 5 Name 5 45,203 24
  • 25. Top Debtors & Creditors S. NO. Creditors AMOUNT 1 Name 1 45,203 2 Name 2 45,203 3 Name 3 45,203 4 Name 4 45,203 5 Name 5 45,203 S. NO. Debtors AMOUNT 1 Name 1 45,203 2 Name 2 45,203 3 Name 3 45,203 4 Name 4 45,203 5 Name 5 45,203 25
  • 26. Client Updates 26 Client 1 Client 2 Client 3 Client 4 Client 5 New Clients Acquired 10 Major Clients Acquired
  • 27. Project Updates Pipeline Orders S. NO. CLIENT NAME AMOUNT 1 Name 1 2 Name 2 3 Name 3 4 Name 4 5 Name 5 Major orders in hand S. NO. CLIENT NAME AMOUNT 1 Name 1 2 Name 2 3 Name 3 4 Name 4 5 Name 5 Major Projects Lost S. NO. PROJECT NAME AMOUNT 1 Name 1 2 Name 2 3 Name 3 4 Name 4 5 Name 5 Major Projects Bagged S. NO. PROJECT NAME AMOUNT 1 Name 1 2 Name 2 3 Name 3 4 Name 4 5 Name 5 All Figures in USD MM 27
  • 28. 01 Business Overview 02 Financial Performance 03 Client and Project Updates 04 Competitor’s Analysis 05 Future Roadmap 06 CSR / Miscellaneous Activities QUARTERLY Business Review Table of Content 28
  • 29. 66 48 40 20 51 65 38 32 45 50 55 44 30 32 43 65 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Your Company Competitor 1 Competitor 2 Competitor 3 Competitor Analysis Revenue All Figures in USD MM 29
  • 30. Competitor Analysis 20% 20% 20% 40% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Competitor 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Competitor 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Competitor 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Your Company Market Share All Figures in % 30
  • 31. Competitor Analysis Your Company Competitor 1 Competitor 2 Competitor 3 3.8 4.5 4.1 5.6 0 1 2 3 4 5 6 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Cost Of Goods Sold All Figures in USD MM 31
  • 32. Competitor Analysis Your Company Competitor 1 Competitor 2 Competitor 3 3.8% 2.5% 3.5% 4.5% 2.4% 4.1% 1.8% 2.8% 2% 2% 3% 3.5% 2.4% 3.2% 5.6% 4.5% 0 1 2 3 4 5 6 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Net Profit Margin All Figures in % 32
  • 33. Benchmarking Competitive Intelligence High Quality, Low Price Product 1 High Quality, High Price Product 2 High Quality, Low Price Product 3 High Quality, Low Price Product 4 Text Here Text Here Text Here Text Here LOW HIGH PRICE LOW HIGH QUALITY 33
  • 34. 01 Business Overview 02 Financial Performance 03 Client and Project Updates 04 Competitor’s Analysis 05 Future Roadmap 06 CSR / Miscellaneous Activities QUARTERLY Business Review Table of Content 34
  • 35. 30-60-90 Day Plan 1. Watch product and customer videos 2. Review the opening/introductory pitch and related call scripts 3. Review poor follow-up emails and good email tips 4. Review and practice current sales pitch. 1. Learn the add-on details about business and products to gain expertise and confidence 1. Master the sales pitch with different persons and industries 2. Master giving an overview demo 3. Learn additional details about solutions 90 Days 60 Days 30 Days 35
  • 36. Light Bulb With Time Planning Ideas 01 02 03 04 05 06 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 36
  • 37. Product Roadmap (Layout-1) 04 03 02 05 06 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 37
  • 38. Product Roadmap (Layout-2) 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Jan Feb Mar Apr May Jun Jul Aug Your Text Here Your Text Here Your Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 38
  • 39. Product Roadmap (Layout-3) Sep Aug July Jun May Apr Mar Feb Jan Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 39
  • 40. Phases Of Implementation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Phase 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Phase 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Phase 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Phase 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Phase 05 40
  • 41. Major Roadblocks Or Obstacles This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 04 05 41
  • 42. Major Roadblocks Or Obstacles ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 04 03 01 02 04 03 42
  • 43. Swot Analysis Strengths This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Threats This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Weaknesses This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Opportunities This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 43
  • 44. Table of Content 01 Business Overview 02 Financial Performance 03 Client and Project Updates 04 Competitor’s Analysis 05 Future Roadmap 06 CSR / Miscellaneous Activities QUARTERLY Business Review 44
  • 45. Corporate Social Responsibility ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 45
  • 46. Customer Service Benchmarking 55 40 45 85 75 65 30 35 50 65 55 45 25 45 30 46 65 35 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Text Here Text Here Text Here Text Here Text Here Text Here Very Good Good Bad 46
  • 47. Customer Service Benchmarking Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 Phase 6 Phase 7 Phase 8 Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here 20% Very Poor 40% Poor 60% Okay 80% Good 100% Excellent 47
  • 48. Organization Chart 48 Director Sofia William Developer Chris Tucker Designer Marry Graves Editor John Graves CEO Peter Lee This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 49. Goals And Success Metrics Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Your Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 49
  • 50. Health Scorecard 50 Overall Score Qualitative Aspects Quantitative Aspects 10 20 30 40 50 60 70 80 90 100 0 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 50
  • 51. Coffee Break ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 51
  • 53. Column Chart This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 0% 10% 20% 30% 40% 50% 60% 2014 2015 2016 2017 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 0% 10% 20% 30% 40% 50% 60% 2014 2015 2016 2017 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ Product 01 ▪ Product 02 53
  • 54. Clustered Bar 0 10 20 30 40 50 60 70 80 90 100 Q1 Q2 Q3 Q4 Unit Count ▪ Product 01 ▪ Product 03 ▪ Product 02 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 54
  • 55. Line Chart 0 10 20 30 40 50 60 70 80 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08 In percentage In years ▪ Product 01 ▪ Product 02 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 55
  • 56. Area Chart 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Dec Nov Oct Sep Aug Jul Jun May Apr Mar Feb Jan This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ Product 02 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 56
  • 57. Stock Chart Volume Volume High Low 0 10 20 30 40 50 60 70 0 20 40 60 80 100 120 140 160 01/05/2017 01/06/2017 01/07/2017 01/08/2017 01/09/2017 ▪ Product 01 ▪ Product 02 Close This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 57
  • 59. Our Mission Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goals This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 59
  • 60. About Us 60 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 61. Marketing Manager Tom Mike This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Financial manager Julie Hill This slide is 100% editable. Adapt it to your needs and capture your audience's attention. CEO John Smith This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product Manager Lily William This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Team 61
  • 62. Dashboards 100% 0% 50% 25% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 100% 0% 50% 50% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 100% 0% 50% 75% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 62
  • 63. Post it This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 63
  • 64. Puzzle 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 64
  • 65. Target Target 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Target 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Target 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Target 03 65
  • 66. Circular 01 02 03 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 66
  • 67. Lego This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 04 67
  • 68. Venn This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 03 01 68
  • 69. Mind Map Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here 69
  • 70. Silhouettes 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 70
  • 71. Magnifying Glass This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 06 05 04 71
  • 72. Thank You Address: # street number, city, state Email Address: emailaddress123@.com Contact numbers: 0123456789 72