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How to make financial presentations
MORE EXCITING
Know your
AUDIENCE1 Tell them why they
SHOULD CARE2
Share what the #s can
HELP THEM DO
3Use the right
LANGUAGE
4
Make it
VISUAL
5
Cut through the
CLUTTER6Trim the
EXTRAS
7 Make the data
MEANINGFUL8 Summarize the
TAKEAWAYS9
Turn your complex data into
A COMPELLING STORY
Redesigning
WEAK CONTENT
… is like putting
LIPSTICK ON A PIG
1Know your
AUDIENCE
Use the right
LANGUAGE2
Tell them why
they should
CARE3
Share what the
numbers can
HELP THEM DO4
Trim the
EXTRAS5
(That’s what HANDOUTS
& APPENDICES are for.)
Solid CONTENT …
… Artfully PACKAGED
Make it
VISUAL6
Show TRENDS not RAW DATA
Jan Feb Mar Apr May Jun Jul
Units SoldProduct 1 Product 2
Jan 410 105
Feb 510 305
Mar 610 505
Apr 710 705
May 810 905
Jun 910 1,105
Jul 1,010 1,305
Choose THE RIGHT charts
To show
PERCENTAGES
TO COMPARE
items in a range
Show trends
OVER TIME
Cut through the
CLUTTER7
• THIS	IS	A	BULLET
• THIS	IS	A	BULLET
• THIS	IS	A	BULLET
• THIS	IS	A	BULLET
• THIS	IS	A	BULLET
• THIS	IS	A	BULLET
• THIS	IS	A	BULLET
• THIS	IS	A	BULLET
This is a document This is a slide
Phew!
I can
BREATHE
• THIS	IS	A	BULLET
• THIS	IS	A	BULLET
• THIS	IS	A	BULLET
• THIS	IS	A	BULLET
• THIS	IS	A	BULLET
• THIS	IS	A	BULLET
• THIS	IS	A	BULLET
• THIS	IS	A	BULLET
Reduce TEXT clutter
Product
1
Product
2
Product
3
Product
4
Sales 2.1 2.5 3.5 4.5
2.1
2.5
3.5
4.5
0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
5
SalesinMillions
Products
Sales
2.1
2.5
3.5
4.5
Product 1 Product 2 Product 3 Product 4
Sales by Product ($M)
Reduce CHART clutter
Use	an	appendix
Make the data
MEANINGFUL8
Use BENCHMARKS to give CONTEXT
8%
11%
6%
12%
Product 1 Product 2 Product 3 Product 4
Vs. target
Year-over-Year Sales Variance (%)
Tell them
whether the
numbers are
GOOD or BAD
Summarize the
TAKEAWAYS9
Do you need
a deck that
ROCKS?
www.exaltus.ca

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How to make financial presentations more exciting