business plan finance presentation

How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

7 minute read

helped business professionals at:

Short answer

What slides should a business plan presentation include?

• Opening slide
• Your Unique Selling Proposition (USP)
• Business overview
• The challenge you're addressing
• Market analysis
• Your solution
• Marketing and sales strategy
• Goals and Key Performance Indicators (KPIs)
• Team composition
• Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

Whether you're pitching to investors, partners, or stakeholders, these templates give you the confidence that your plan is presented in the best possible light.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

Found this post useful?

Subscribe to our monthly newsletter.

Get notified as more awesome content goes live.

(No spam, no ads, opt-out whenever)

You've just joined an elite group of people that make the top performing 1% of sales and marketing collateral.

Create your best business plan to date.

Stop losing opportunities to ineffective presentations. Your new amazing deck is one click away!

The Easy Guide to Making a Business Plan Presentation

Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

• Business Plan Template PDF
• Business Plan Template Word
• Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

• Perpetual Map
• Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

• Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

• Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

• Show the future financial performance of the company and its economic situation for the owners and investors.
• Help identify risks that may affect the growth of the company and provide strategies to overcome them.
• Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
• Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

• Executive summary
• Company profile
• Market analysis
• Marketing and sales strategies
• Organizational structure and management
• Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

• Company history
• Overview of the company
• Mission Statement
• Key resources
• Business contact information
• Products or services
• Location details
• The market you serve
• Your key customers
• The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

If you want separate a marketing plan and sales plan, check out the templates below,

• Marketing Plan Template for Business Plan Presentation
• Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

• The value you can deliver to the customer via your product or service
• Which customer problems/s that you are trying to solve
• Which is the job that your product helps the customer to finish
• Which customer needs you are satisfying
• What are the different products you are offering to each customer segment

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

More Related Articles

Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

• Sample Plans
• WHY UPMETRICS?

Upmetrics AI Assistant: Simplifying Business Planning through AI-Powered Insights. Learn How

• 400+ Sample Business Plans

Customers Success Stories

Business Plan Course

Strategic Canvas Templates

E-books, Guides & More

Business consultants

Entrepreneurs and Small Business

Accelerators and Incubators

Educators & Business Schools

Students & Scholars

AI Business Plan Generator

Financial Forecasting

AI Assistance

Ai pitch deck generator

Stratrgic Planning

See How Upmetrics Works  →

Small Business Tools

Entrepreneurs & Small Business

Accelerators & Incubators

Business Consultants & Advisors

Strategic Planning

How to Create a Quality Business Plan Presentation

The Art of Perfect Pitch

• October 18, 2023

13 Min Read

Want to hook potential investors to your business idea? A wow business plan presentation will do that for you. It’s time to translate your brilliant business plan into a stunning presentation without losing the context of it.

In this article, we will learn the basics of creating a perfect business plan presentation with tips and mistakes to avoid. You will also learn tricks to attract potential angel investors with this business presentation. Find free business presentation templates for download and start creating your magic with them.

What Is A Business Plan Presentation?

A business plan presentation is a visual and engaging presentation of your efficient business plan. It allows you to present an entire business plan to someone fairly new to your business within a few minutes. A business presentation is a brief summary of what your business does, what are its goals and what is its financial standing in the market. Overall, it is an invaluable tool for any business, especially the ones looking to fulfill funding requirements from investors.

A promising business plan makes a base for a persuasive business plan presentation. Upmetrics business plan builder helps you write converting business plans that have been tried and tested by thousands of businesses globally.

How To Make A Presentation For A Business Plan?

When you deliver a business plan presentation, you only have a few minutes to capture the audience’s attention. A slide deck, therefore must be succinct and highlight the basic components of your business briefly.

Here are 10 essential components of a business plan presentation

1. Title Slide

The title slide requires no explanation. It is an introduction slide and should include basic information about your business.

What would you include in the basic information?

• Business Name
• Business Logo
• Business Slogan/Tagline, if any
• Contact Details
• Presenter Name
• Business Partners, if any

The first slide needs to be visually appealing and place your business in a strong light.

This slide should clearly address the pain points of your target market and customers. Establish relevance while outlining the problems solved by your products and services.

Illustrate your problems using a storytelling approach. Outline the problem in extremely simple language. Place minimum text and meaningful graphics on slides to keep the information scannable.

Present the ideas such that anyone with no understanding of your market can grasp them.

For example: If you are offering home cleaning services, you may want to express the problem as:

“The young busy professionals are turning toward the nuclear family structure. They have no time or energy to clean their home. They are looking for a hassle-free way to maintain a clean and organized living space.”

3. Solution

Introduce your products and services and explain how those solve particular problems of your customer segments. Illustrate how the idea can be scaled to achieve the business goals.

“Lesser words, greater impact.” Follow this rule while designing your slide’s content, graphics, and visuals. Instead of paragraphs, write in bullet points and statements. Translate your ideas into easily digestible slides. Offer solutions through self-explanatory sketches and diagrams.

Continuing our previous example , the solution could be offered as:

“Experienced professionals at Cleanzy deliver home cleaning services to customers flexibly at their given schedule. We are equipped with the latest technology to ensure high-quality quick services. Our services can be booked through an app or call.”

4. Market Analysis

Introduce your target market and their demographics like income, age, and gender in this slide. Create a visual customer profile for better understanding. The market analysis must also include details of your competitors. Consider SWOT analysis to help investors get a better idea of your business standing.

The most important part of market analysis is a presentation of actual and predicted market size . Investors will be interested if they believe your business can generate higher ROI.

Describe key market trends surrounding your industry. Let the figures and statistics do the talking here. Ensure the reliability of data by choosing trustworthy and verifiable sources. Present these data in the form of graphs, charts, and tables to drive informed and insightful decisions.

Here’s an example for better understanding.

“There are more than 128 million households in the USA. The growing work culture, busy lifestyle, and dependency amongst old aged people have created the demand for hassle-free quick and efficient home cleaning services. According to the reports by IBIS World, the US residential home cleaning services were worth approximately 46 billion dollars in 2021 and are expected to grow with a CAGR of 17.5%.”

5. Showcase Your Products And Service

Now that you have familiarized the investors with the market, tell them where your product and services stand. List out your USPs (Unique Selling Proposition). Visually explain what your products and services do. Show the desirability of your product and service in the market. This is a good time to introduce pricing plans in your presentation.

We offer a range of services individually and collectively with different pricing plans to help our customers keep their houses clean and hygienic.

For Example,

A house cleaning company would offer the following as their core services:

• House Cleaning Services
• Deep Cleaning Services
• Upholstery Cleaning
• Window cleaning
• Carpet Cleaning
• Pressure Wash
• Disinfection And Sanitization

As a home cleaning service provider, we understand the different needs of individuals by offering custom packages.

6. Sales And Marketing Strategies

How do you plan to grow and market your business? What is your marketing budget? Will you use online or offline streams to market your product offerings?

Make this slide all about your marketing strategy and plan. Introduce different marketing streams you will use to reach your target audience. Instead of listing it all down, find a way to create self-explanatory visuals with minimum text.

Also, mention your existing marketing strategy and the results it is generating.

7. Operations Plan

Investors want to see the practical aspects of your business. Give them an insight into your day-to-day business operations. Explain your business processes. Demonstrate all the essential resources and equipment you need for your business.

The operations plan shows the potential of your business idea to achieve its goals through the right means.

Introduce the prospective investors to your team. Present your key personnel and management team on this slide. Describe their core competencies, key skills, and achievements through graphical representation.

Introducing your team shows the investors that you have the right people to drive the business on a successful path.

9. Financial Plan And Projections

It is now time to reveal the financial overview of your company here. Present the financial statements in this slide. Newly founded startups can show financial projections and back them with claims and proof.

Highlight the key figures and statistics that can show the impact of your business in terms of profits, growth, and income. Make use of graphs and interactive visual methods to create an impact on this slide.

Learn more: Create a financial plan for your startup business

10. Funds Being Raised

Ensure that the funding section of your business plan offers concrete information that drives decision-making. This slide should focus on the money you need for the growth of your business. Instead of offering one fixed amount, give a range of options and show what you can do with different amounts. Explain core areas where your funding will go. Do you require funding for marketing, diversification, staffing, expansion, or product development?

An example of this would be:

“We need XYZ amount to penetrate in smaller regions of the USA. We have already created our base in major states and cities. The amount raised will be used for marketing, staffing, and product development.”

These components shall form a building block that will translate your core business concept into a successful presentation.

Kawasaki’s Rule: Presenting your Business Plan

Presenting a business plan is as important as creating one. While there is no strict rule book that states the rights and wrongs, this Kawasaki rule attracts praise for its effective guidelines on business presentation.

Guy Kawasaki, a former Apple ambassador, introduced the 10-20-30 rule. Keep these things in mind as you plan the contents of your business plan presentation.

• No more than 10 slides
• No more than 20 minutes
• No less than 30 pt fonts

The presentation must have 12 slides at the most. Adjust the important information within these slides. Further, the time for your presentation to be delivered within 20 minutes. Anything longer than that will risk you with an inattentive audience. Lastly, manage the contents effectively, with a minimum font size of 30pts. This will keep your slides easily scannable and clutter-free.

Tips To Create A Winning Business Plan Presentation

Translating your business idea into slides gets easy with clear writing and design fundamentals. Let’s decode the tips to help you create a persuasive business plan presentation.

1. Clear And Concise Writing

Before you begin the presentation, get crystal clarity on your business plan. Then create a rough outline of key components that explains your entire business. This step will help you write briefly without losing the context.

Take the help of writing tools and AI technologies like ChatGPT, Jasper, QuillBot, and Writesonic to write crisp content.

Avoid jargon and new words. Focus on clarity instead. Anyone, even a kid, should understand your business idea. This is the level of simplicity we are talking of.

2. Font Type and Size

Don’t use too many different fonts in the presentation. Choose a maximum of 2 different fonts that are simple, clean, and easy to read. Helvetica, Calibri, Arial, and Gill Sans are among the popular fonts for presentation. They are pleasing to the eye and make content scannable. Set the font size to at least 30 points. Fonts smaller than that will look messy on the slide.

3. Visual Elements

Graphics makes it easy to explain your ideas effortlessly. Moreover, content can be grasped and recalled timely with graphics. However, too many visual elements without a purpose will create clutter. Hence ensure that every visual element adds impact.

It is important to know that a presentation is for the evaluation of your business idea, not your presentation skills. Keeping this in mind, find a balance and add visual elements that help you best convey the idea.

4. Color Combinations

Colors hold a psychological effect, and using them mindfully could prove good for your presentation. Always pick a subtle color contrast that makes slides readable. Also, avoid color contrasts that create a distraction.

Too confused to pick a suitable color contrast? Check out these ready-to-use presentation templates that will sort out all your design worries. ( We will link one of the few templates we are giving to download, here)

5. Time Your Presentation

The biggest mistake one makes in a presentation is not timing it. Practically, no one has hours at hand to listen to your pitch. Find a way to present all essential information concisely in an impactful manner. Stick to Guy Kawasaki’s 20 minutes presentation rule.

6. Deliver The Message Clearly

Your presentation must contain enough content to help prospective investors research your business. Don’t speak what’s already written on the slides. Take an opportunity to market your business idea with a strong presentation pitch

Mistakes To Avoid In Your Business Plan Presentation

Despite the tips above, it’s easy to lose grip over the presentation and make it off-flowing. Look out for these common mistakes consciously and make your presentation more enriching.

1. Avoid Inessential Information

A pitch deck must have clear answers highlighting the brand’s USP( Unique Value Proposition ), targetted market, future projections, scalability, growth, and obstacles. Keep yourself in the investors’ shoes and only place the contents that serve the purpose.

2. Avoid Overwhelming The Investors

Presenting too much information or graphics in your slide will distract your investors. Instead of listening to you, they would be busy reading the contents on your slide. Only include self-explanatory content in your slides. Everything can be explained during the presentation.

Adding too many visual elements is not an answer to an attractive pitch deck. Include graphics that make the work easier for you and alleviate the pitch.

3. Presenting Poorly Designed Slides

It takes special professionals to design the slides and manage the contents within them effectively. Ready-to-use business presentation templates and presentation tools like Prezi, Keynote, Powerpoint, and Visme are perfect for making business plan presentations.

Professionally designed slides put you across as someone sincere and dedicated who has impactful things to say. Invest time and take help from specialized professionals to create a pitch-perfect presentation of your business plan.

4. Ending Without A Thorough Takeaway

The business plan presentation must leave the audience with sincere thoughts. It should have a solid conclusion and win the investors’ trust in your business idea.

Consciously try and avoid making these common mistakes to create presentations that leave lasting impressions.

How To Present A Business Plan To Potential Investors

Finance is the lifeline of any business, and you want funds coming through to grow, expand and scale your business idea. Now that you have learned the fundamentals of creating a compelling business plan presentation, it’s time to present it to your potential investors.

1. Tell A Story

We live in times of information overload. People have an attention span of Goldfish. Only an interesting story can keep them glued to your presentation. With storytelling, you compel the investors into a binding spell.

Add emotions and humane touch to your presentation to help investors connect to your business purpose. Don’t let figures in a pitch deck overpower your narration. Instead, add those to your storytelling approach and create a meaningful and engaging pitch.

2. Practice Your Pitch

A killer business plan needs a killer presenter. And even if you aren’t great at it, practice will help you get better.

Practice the pitch as much as you need to come across as confident and clear. Practice even when you get comfortable explaining the concepts. This will help you polish your presentation skills. Record yourself and look out for minor details to refine your presentation delivery. Reviewing yourself critically might be great for your presentation.

To present yourself in a better way, make a stellar pitch using graphics and charts. You can also use pitch deck generators with AI to create an engaging pitch with minimal effort.

3. Get Realistic

Even after presenting a hundred pitch decks, your presentations may go off-route. You can never predict or control the exact environment of a new investor pitch. Be ready for untimely interruptions, unplanned questions, and glitches.

Understand your business idea thoroughly to get realistic and comfortable with uncertainty in the presentation. Create a checklist from an investor’s perspective and see if your presentation has every detail one needs before investing.

Ready to create a business plan presentation? Stay confident in your delivery and refine your presentation till you find a deck that works for you. It is not necessarily an error in your business plan. Sometimes it’s just the presentation that needs work.

An awesome business plan makes the core of business model presentations. This Business plan builder will help you write an efficient business plan that translates into a rewarding pitch deck.

Build your Business Plan Faster

with step-by-step Guidance & AI Assistance.

Frequently Asked Questions

Can i do a business plan presentation on powerpoint.

Yes, you can create a business plan presentation on PowerPoint, Prezi, Keynote, and Visme. There are ready business presentation templates available online for free download. These templates could help you create engaging presentations. However, before you jump start and create a presentation, build a foolproof business plan. A solid business plan is easier to translate into a business model presentation slide.

How Can A Business Plan Template Help Create An Effective Presentation?

A business plan template is professionally created by testing hundreds of different scenarios. It helps you write different versions of your business plan to attract different stakeholders. The templates can be adjusted by editing, removing, and adding new components to them. Moreover, tools like checklists, milestones, teams, and collaboration ensure that the final output is up to the mark.

What Is The Introduction Of A Business Plan Presentation?

A business plan presentation can be started with a title slide or an executive summary. The title slide is simple and contains basic details of your business in a presentable manner. However, most companies consider executive summary as a worthy addition to their business plan presentation. An executive summary is a concise description of what your business does, its product and services, and its objectives in the market. Though it is placed at the beginning of a presentation, consider writing your executive summary after you finish writing for all the slides. This will help you create an engaging executive summary.

How To End A Business Plan Presentation?

Your business plan presentation should end with a solid conclusion. Without a conclusion, it will leave no impact on the viewers. The conclusion must offer an answer to the core purpose of your business plan. Ensure that you offer a thorough takeaway to the readers. Offer them adequate information like supporting documents, point of contact, and what you wish from them in this slide.

Cannot think of what to write? This business plan course will indeed be a great help.

What Is The Best Time To Create A Business Plan Presentation?

The best time to start creating a presentation of a business plan is when you have your business plan ready. Remember, that the presentation is a representation of your business idea, not your visual and graphics skills. Focus on creating a valuable business plan that contains all the adequate details, statistics, and proofs. Once you have that ready, choose the presentation platform for yourself and start working on it.

About the Author

Shyam Dua is a seasoned tax professional with 40+ years of experience & a mentor at SCORE. He stands out due to his exceptional business planning skills. With a keen eye for detail and a strong financial acumen, Shyam crafts compelling business plans that pave the way to success. A CPA with a philanthropic heart, Shyam's strategic expertise, and dedication make him an invaluable asset in shaping thriving business ventures. Read more

Related Articles

How to Write a Business Plan Complete Guide

Business Planning Process: Create a Business Plan That Works

How to Design a Cover Page for a Business Plan?

Reach your goals with accurate planning.

No Risk – Cancel at Any Time – 15 Day Money Back Guarantee

Popular Templates

Home Blog Business How to Prepare and Present Financial Planning for Businesses

How to Prepare and Present Financial Planning for Businesses

No matter how good the earning of a business is today, you can never guarantee that it will still be as good tomorrow. After all, harvests vary from season to season, and an economic downturn can quickly cripple a business – unless it’s ready with a solid financial plan.

Financial planning considers the negative economic factors that could contribute to the fall of a business. It can provide insights for businesses to overcome economic challenges and thrive even during the driest season.

Still, creating a business financial plan is intimidating for many business professionals. What components to include, what metrics to track, and many other questions may arise. Let’s explore the nitty-gritty of preparing a financial plan and delivering a stellar presentation to stakeholders.

Table of Contents

• What is Financial Planning?

Why Is Business Financial Planning Important?

What to include in a financial plan, presenting financial planning results in stakeholders meetings, what is financial planning.

The Certified Financial Planner Board of Standards defines financial planning as “looking at a client’s entire financial picture and advising them on how to achieve their short- and long-term financial goals.”

It involves considering various financial components to help individuals and families achieve their aspirations – education, retirement, or building a safety net for emergencies.

Financial planning becomes even more crucial for businesses. As individuals have financial goals, businesses have objectives and financial resources to be carefully managed and aligned. This ongoing process is an integral facet of a business plan, delving into the cost structure of an enterprise, encompassing its revenue streams, expenditure, and cash flow. It also considers action plans to achieve objectives while considering potential risks and uncertainties.

Businesses of any size will benefit from financial planning. It’s a critical asset when seeking investment or financing from different partners. Investors require transparency and assurance that their investments will be used wisely and that you have a clear strategy for providing investment returns or paying your debts. A thorough financial plan makes you more appealing to potential funding sources , increasing the likelihood of securing the needed capital.

More importantly, you compile a financial plan for your good. As a business owner, it provides you with a roadmap to set your sights on long-term growth and realistic strategic goals . This approach ensures that you keep growing steadily while dealing with day-to-day operations.

As you set your sights on your long-term vision, it also allows you to allocate your funds in a way that will help you achieve your financial goals. This involves prioritizing investments that maximize efficiency and returns.

As business author Linda Pinson explains, a business plan should tell you “whether the business will be viable or you are wasting your time and/or money.”

1. Revenue Forecast

A revenue forecast outlines a business’s anticipated income within a specific timeframe – typically monthly, quarterly, or annually. You may use your past sales reports to identify variables like market trends and seasonality and make reasonable assumptions about future sales.

If you own a startup business, you may invest more time and effort in conducting thorough market research to develop a sound revenue forecast. Understanding your customer segment, the stages of your sales funnel, and comparable industry data becomes crucial for estimating potential sales without historical data.

One way of calculating the potential revenue for your company is to use the bottom-up approach, which multiplies the number of likely sales by per unit price. With this knowledge, you become informed as you plan your marketing initiatives and growth strategies.

For example, a custom greeting card maker called Heartfelt Cards discovered that their sales revenue has been growing steadily since inception by a 30% rate on average beginning in 2020. Since there is an upward trend, they can apply the same growth rate of 30% to project the units sold for the upcoming year.

Projected Units Sold = Previous Year Units Sold * (1 + Growth Rate)

Projected Units Sold = 85,000 * (1 + 0.30) = 110,500

Projected Revenue = Projected Units Sold * Unit Price

Projected Revenue = 110,500 * $3 = $331,500

Understanding how their revenue is distributed throughout the year can also help Heartfelt Cards optimize their operations, marketing plan, and resource allocation to take advantage of seasonal trends. For example, they can offer special deals or discounts to attract more customers during spring and summer when their sales are at the lowest.

2. Expense Outlay

This part of the financial plan covers the costs you incur or will incur in running your business in a set period. Tracking them helps you control your spending and make informed business decisions, like setting reasonable prices and sales volume, for profitability.

Expenses can be categorized into two broad types: fixed and variable. Fixed expenses are those that stay constant with the change in production. This may include machinery, rent, utilities, licensing fees, legal, etc. Expenses can also be categorized as variables or fluctuate proportionally with the production scale. Costs of raw materials, supplies, delivery, commissions, etc., are all considered variable expenses. Salaries may also be considered a variable input if it’s piece-rate labor.

Similar to revenue, expenses should be analyzed based on historical data. It should consider changes in your business model, like growth and inflation.

In this example, the variable expenses of Heartfelt Cards from the previous year were adjusted according to its growth rate and market inflation. Their fixed cost will remain unchanged if they do not purchase additional equipment or other assets. Combining the two will provide a forecast for Heartfelt Cards’ expenses.

3. Income Statement

You’re ready to construct an income statement with your projected revenue forecast and anticipated expenses. This essential financial statement provides a comprehensive view of your business’s profitability or loss during a reporting period; hence, it’s also called a profit and loss (P&L) statement. Within this statement, you factor in your company’s total income or revenue, subtracted by the costs associated with producing and marketing your product or service.

Income statements present a wealth of information for the company management and investors. This document can be a basis for business owners’ strategies to increase their profitability – whether increasing their revenues or cutting down on their costs. For investors, the income statement can clearly indicate the company’s financial health and ability to pay off its debts.

What should an income statement include? It should typically list the following:

• Revenue – gross sale of the company
• Cost of Goods – the amount that it costs to produce your product (e.g., raw materials, overhead, workforce)
• Operating Expenses – indirect cost generated in carrying out business activities (e.g., advertising, sales commission, tax, depreciation)
• Net Profit – the amount after deducting allowable business expenses

You may also include in your income statement non-operating income and expenses. Non-operating income is the amount you gain from a business activity unrelated to your core business operations, like selling an asset. On the other hand, non-operating expenses are the unexpected costs your business incurs, such as the expenses arising from a lawsuit.

Here’s what an income statement may look like in a presentation.

As you can see in the example, the Net Profit Margin (28.83%) indicates healthy profitability for Heartfelt Cards, with a significant portion of its revenue translating into profit.

4. Balance Sheet

Sometimes, creditors want to see where your company stands financially rather than peering into the future. Specifically, they want to see your balance sheet, a type of financial statement detailing your assets, liabilities, and equities. Seeing that your assets are greater than your liabilities can indicate the liquidity of your business and your ability to pay your debt. This assessment is crucial for creditors evaluating the risk associated with lending to or doing business with a company.

A balance sheet has two sections, assets and liabilities & equity, which are divided into parts.

Assets are resources owned or controlled by the company that have economic value. Under assets come two sections: current assets and fixed assets.

• Current assets are the resources that can be liquidated quickly for immediate needs like hard currency, inventory, and accounts receivable.
• Fixed assets are resources with a longer useful life, not intended for immediate conversion to cash  (e.g., equipment, office building, trademarks, etc.)

Liabilities are the obligations or debts that a company owes. This, too, may be divided into two sections.

• Current liabilities are obligations that are due within one year or a specific reporting period (e.g., taxes, accounts payable, short-term loans)
• Long-term liabilities are obligations due after one year or a specific reporting period.

Equity is the face value of assets after deducting liabilities. It includes the initial investment and any retained earnings or the accumulated profits reinvested into the business.

A balance sheet may look like this after combining the abovementioned sections.

Ultimately, how you present your financial statements will determine whether you’ll get the support of stakeholders. Here are some strategies to ensure your financial plan is presented in a way that resonates with the decision-makers.

1. Organize Your Content

While having a knowledgeable presenter is important, the structure and delivery of the presentation play a crucial role in its success. Research shows that a structured presentation greatly enhances the audience’s ability to understand and retain information by 40% .

The structure becomes even more crucial during financial presentations that involve figures and technical details. In this scenario, you need to simplify your delivery – preferably chronologically. Start presenting the past and present financial figures that highlight key trends. Use the data to explain how the company’s financial position aligns with its strategic goals and objectives.

2. Be Concise

Simplifying the interpretation of results for stakeholders will enhance your ability to achieve your objectives with them. As mentioned earlier, banks, investors, and even company executives frequently prioritize understanding whether you can generate income. Hence, you need to weed out irrelevant information for them and highlight the important metrics of your financial statements.

You will benefit from using a presentation template with charts, graphs, and other visualizations so stakeholders can better interpret the financials of your business. For example, instead of exporting an entire 3-year income statement, you can use a timeline concept slide to show the trend of your net profit over the years.

3. Prepare to Address Stakeholder’s Concern

Money is a topic that often elicits strong emotions and concerns, sometimes positive but mostly negative. When presenting a financial plan, especially one involving sensitive or complex matters, it’s essential to be prepared for difficult questions that may arise from your audience. This could include addressing risks, clarifying financial projections, and explaining assumptions.

Always anchor your responses on tangible data. If a question pertains to potential risks, you may share success stories or instances where similar concerns were addressed successfully. Transparency builds trust even if the answer is not what the audience wants to hear. That said, offer alternatives to show you’ve considered various possibilities and are prepared to address them.

We’ve seen the components that should make up your financial plan and how you can present them to stakeholders. Collectively, they paint the bigger picture of how you can manage existing resources to achieve revenue generation while navigating the challenges in the competitive business landscape.

Financial planning is difficult because many elements come into play that ultimately affect your projections and financial results. If you lack expertise, enlisting a specialist to assemble your financial plan is prudent.

1. Down & Up Slide Graph to Represent Financial Fluctuation

Represent the different trends of a company’s revenue generation with a visual method, faster to appreciate than simple numerical data. This template can expose the changes in annual revenue profit by year, giving room to generate projections in your financial plan strategy.

The up and down trends are entirely modifiable to accommodate our required numbers, and the different arrows starting from the final historical data point can be used to program the estimations by implementing one strategy or another. At the same time, we can use this graph to show multiple sources of income if we consider each arrow the total sum of revenue per income stream – ideal for financial growth strategies that pose a risk higher than expected, so we can contrast data with accuracy.

Use This Template

2. 5 Year Budget Financial Plan Diagram

Present the required budget for a 5-year financial planning strategy in a straightforward graphical format. This presentation template shows three stages: the current moment (Now), the core budget area, and the objectives to attain within 5 years. By using this budget plan presentation template, professionals can indicate how the required budget will help achieve the company’s pre-defined milestones or any personal financial planning strategy.

3. Dashboard PPT Template for Financial Planning Presentations

Showcase financial balance in a financial plan presentation by using a highly visual profit and loss dashboard template for PowerPoint. This kind of dashboard is used to discuss the alignment with current financial and business goals, and presenters can talk about historical data, net profit per period, operational and non-operational expenses, and represent how much of the yearly income is spent on those costs. With a striking color scheme, this profit and loss dashboard slide will help professionals to discuss data in detail with ease.

Like this article? Please share

Financial, Strategy Filed under Business

Related Articles

Filed under Presentation Ideas • February 29th, 2024

How to Make a Fundraising Presentation (with Thermometer Templates & Slides)

Meet a new framework to design fundraising presentations by harnessing the power of fundraising thermometer templates. Detailed guide with examples.

Filed under PowerPoint Tutorials • November 8th, 2023

How To Present an Action Plan

An Action Plan is a sequence of steps that must be performed for a strategy to succeed. Learn how to present your Action plan to an Executive Audience.

Filed under Business • September 11th, 2023

What is a Business Model Canvas? Quick Guide + Examples

A Business Model Canvas is a diagram used to visualize a business model. Learn how to make a Business Model Canvas with Examples.

Leave a Reply

35+ Best Finance PowerPoint PPT Templates (Financial Presentations)

Big numbers and data play an important role in every financial PowerPoint presentation. It’s how you validate and prove your claims.

But the way you present the data in your PowerPoint slides is the key to delivering a successful presentation.

Whether it’s a pitch deck for a financial project, a yearly financial report, or promoting a finance consulting firm, your presentation slides need to be designed in a way that makes your statements and data easy to understand.

Of course, not everyone has the time or the experience to design over-the-top presentations. And thanks to pre-made PowerPoint templates, you don’t have to.

We handpicked a collection of financial PowerPoint presentation examples that you can use to find inspiration for your slideshow designs. The best part is you can download these templates to make amazing finance presentations within minutes. Have a look.

How Does Unlimited PowerPoint Templates Sound?

Download thousands of PowerPoint templates, and many other design elements, with a monthly Envato Elements membership. It starts at $16 per month, and gives you unlimited access to a growing library of over 2,000,000 presentation templates, fonts, photos, graphics, and more.

Modern PPT Templates

New & innovative.

Minimal PPT Templates

Clean & clear.

Explore PowerPoint Templates

Investor – Financial Consulting PowerPoint Template

This PowerPoint template is designed with financial consulting firms and agencies in mind. It’s perfect for making presentations for showcasing your business as well as for promoting your services. The template includes 30 unique slide layouts with useful designs including pricing tables, charts, editable graphics, and more.

Financial Pitch – PowerPoint Presentation Template

If you’re working on a pitch deck design for presenting a financial project, you can take inspiration from this PowerPoint template. It includes 30 must-have slides for every pitch deck presentation. And you can easily download and customize each slide to make your own pitch decks as well.

Financy – Financial PowerPoint Template

Financy is a multipurpose PowerPoint template that you can use for all kinds of finance-related presentations. It includes 40 unique slides with flexible designs. You can edit them to make unique layouts for financial reports, agency portfolios, business profiles, and much more. You’ll also find editable graphics, device mockups, and charts for making your presentations more convincing.

Investment & Financial Consulting PowerPoint Template

Making slides with a clean and minimal design makes it easier to give more attention to the text, quotes, and data in a presentation. This PowerPoint template is designed with that goal in mind. It features 32 different slides with clean designs. The slides also include editable graphics, image placeholders, and more.

Dashi – Financial Dashboard PowerPoint Template

If you want to create financial dashboard slides to showcase data and statistics in visual form, this template will come in handy. Dashi is a PowerPoint template that features a collection of financial dashboard layouts. Each slide in the template has fully customizable charts and graphs for showcasing data with attractive designs.

Sales Planning – Free Finance PowerPoint Template

This is a free PowerPoint template you can use to create presentations related to the sales planning process. It gives you 35 different slides to choose from to create powerful and effective presentations. It also features charts, graphs, and infographics as well.

Financo – Financial Technology PowerPoint Template

Financo is a modern PowerPoint template you can use to craft presentations related to finance and technology. It comes with 25 different slides with colorful and highly visual designs. You can easily edit them to change colors, fonts, and images too.

Finance Company PowerPoint Template

This PowerPoint template is made for financial companies. It has 20 unique slides you can use to make various types of presentations for financial reports and monthly meetings. The template has master slides and image placeholders as well.

Fintech Finance PowerPoint Template

You can use this PowerPoint template to design presentations for fintech startups and businesses. There are 40 different slides in this template that come in both light and dark color themes. They include editable graphics and changeable colors.

Coins – Finance PowerPoint Template

This PowerPoint template includes a set of professional slides that are ideal for making corporate finance presentations. It has 30 different slides that have modern and simple designs. The slides are available in 3 different color themes and in light and dark versions.

Financial Meeting Free PowerPoint Template

This is a free PowerPoint template you can use to create attractive presentations for your financial meetings. There are 20 slides included in this template and it comes in Google Slides format too.

Fintech – Payment Finance PowerPoint Template

Just as the title suggests, this PowerPoint template is made with fintech startups and businesses in mind. It has a modern and attractive design you can leverage to create attention-grabbing slideshows to talk about finance tech topics.

Investment – Finance PowerPoint Template

This PowerPoint template has the perfect design for making presentations for investment-related topics. There are 30 unique slides in this template with fully editable layouts, changeable colors, image placeholders, and more.

PerfectPitch – Investor Pitch Deck Powerpoint Template

The colorful design and its sleek layouts make this PowerPoint template a great choice for creating pitch decks for finance-related projects. It includes 40 unique slides with editable graphics and free fonts.

Finova – Financial & Business PowerPoint Template

A bold and professional PowerPoint template for creating business and finance presentations. This template comes with more than 27 unique slides with master slides, free icons, and editable graphics.

Tax Agency – Free Finance PowerPoint Template

Download this PowerPoint template for free to create slideshows for all kinds of tax-related presentations. It includes 21 different slides with colorful designs and an icon pack with 500 icons.

Financial & Data Consulting Free PowerPoint Template

This PowerPoint template includes a complete toolkit for creating presentations for financial consulting firms. In addition to its unique style of slide design, this template comes with a total of 51 slides full of editable graphics and icons.

Finance Pitch Deck PowerPoint Template

Another minimal and clean PowerPoint template for designing effective pitch presentations. This template is ideal for presenting your ideas and financial plans in an attractive way. You can choose from 30 different slide layouts to create various types of financial pitch presentations.

Finzo – Finance PowerPoint Presentation

Finzo is a PowerPoint template for making company profiles and portfolio presentations. And it’s specially designed for finance-related businesses. The template has 30 slides with fully customizable layouts, editable graphics, image placeholders, as well as master slide layouts.

Alaza – Financial PowerPoint Templates

This PowerPoint template comes with a creative layout that allows you to make presentations for financial consulting firms and agencies. It includes a total of 40 slide designs with editable colors, vector icons, device mockups, master slides, and vector graphics. You can also change the images and fonts to your preference as well.

Apollo – Modern Finance PowerPoint Template

Apollo is another colorful finance PowerPoint template that comes with slides full of gradient colors. The creative and colorful design of these slides will surely help make your presentations stand out from the crowd. It includes 40 slides with fully customizable layouts as well as editable graphics, image placeholders, and more.

Profit & Loss – Finance PowerPoint Infographics Slides

This slides template pack is a must-have for showcasing your data in visual form. It includes 33 different infographic slides you can use to create charts and graphs for presenting statistics on profits and losses. Each slide is available in 12 different color schemes and you can also change colors and text with just a few clicks.

Microfinance – Free Financial PowerPoint Template

Just as the name suggests, this free PowerPoint template is designed with microfinance presentations in mind. It includes 12 different slide layouts that you can easily customize to create your own beautiful presentations.

Finance & Investment – Free PowerPoint Template

With 25 different slides to choose from, this free PowerPoint template includes everything you need to design an effective presentation for your financial meetings and events. Each slide can be easily customized to your preference as well.

Financial Report PowerPoint Presentation Template

Creating financial reports usually involves lots of diagrams, pie charts, and timelines. The good news is this PowerPoint template has them all and more for creating effective financial report presentations. It includes a total of 130 slide designs that are available in 50 different XML color themes, as well as light and dark designs.

Finanza – Finance PowerPoint Template

This PowerPoint template is perfect for making company profile presentations for showcasing your financial consultancy firms, agencies, and businesses. It lets you choose from 45 different slide layouts that include changeable colors, editable vector graphics, image placeholders, and more.

Fund Investing Finance PowerPoint Template

If you’re working on a PowerPoint slideshow to present the financial data related to investing or funding rounds, this template is made just for you. It features lots of highly visual and colorful slides for showcasing stats and data in creative ways. There are 65 different slide designs included in this template.

FINCASH – Finance & Consulting PowerPoint Template

Fincash is a PowerPoint template made with modern finance consulting firms in mind. It features a set of beautiful slide layouts with professional layouts. There are lots of charts, graphs, and infographics for visualizing data. You can also choose from more than 60 different slides to create unique presentations.

Finance Infographics PowerPoint Template

Looking for clean and professional infographic templates for showcasing your data in visual form? Then be sure to download this PowerPoint template. It comes with a total of 60 infographic slides with charts and timelines for presenting your data in different ways. Each slide is available in light and dark color themes and they can be easily customized to your preference.

Investment Business Free Financial PowerPoint Template

This free PowerPoint template uses a simple and minimal design for making financial and investment presentations. It includes 30 unique slides with minimal colors. You can also edit the slides to change colors and images as well.

Free Finance Infographics PowerPoint Templates

This PowerPoint template includes a collection of creative and colorful infographic slides for presenting different types of data and statistics. There are 30 different slides included in this free template. And it’s also available in Google Slides format.

Banc – Business & Financial PowerPoint Template

Banc is a professional PowerPoint template designed for making all kinds of business and financial presentations. It comes with 30 different slide layouts that include company profile slides, team management slides, charts, graphs, and more.

Financie – Finance PowerPoint Presentation Template

With this PowerPoint template, you can create modern slide decks for delivering powerful presentations. It’s especially suitable for creating presentations related to the latest trends in finance, cryptocurrency, trading, and more. The template has a total of 150 slides, featuring 30 slides in 5 different color schemes.

Annual Report – Business & Finance PowerPoint Template

This PowerPoint template is great for making various annual report presentations, including financial reports. It features a total of 34 unique slides with fully editable designs. You can also include pyramid charts, graphs, timelines, and more in your presentations with pre-made slides in the template.

Financial Planning & Investment PowerPoint Template

You can use this PowerPoint template to create more sophisticated presentations for financial planning and investment management meetings. It includes 10 carefully crafted slides that are useful in presenting your data and ideas.

For more professional templates, you can check out our best business PowerPoint templates collection.

• PowerPoint Themes
• Latest PowerPoint Templates
• Best PowerPoint Templates
• Free PowerPoint Templates
• Simple PowerPoint Templates
• PowerPoint Backgrounds
• Project Charter
• Project Timeline
• Project Team
• Project Status
• Market Analysis
• Marketing Funnel
• Market Segmentation
• Target Customer
• Marketing Mix
• Digital Marketing Strategy
• Resource Planning
• Recruitment
• Employee Onboarding
• Company Profile
• Mission Vision
• Meet The Team
• Problem & Solution
• Business Model
• Business Case
• Business Strategy
• Business Review
• Leadership Team
• Balance Sheet
• Income Statement
• Cash Flow Statement
• Executive Summary
• 30 60 90 Day Plan
• SWOT Analysis
• Flow Charts
• Gantt Charts
• Text Tables
• Infographics
• Google Slides Templates
• Presentation Services
• Ask Us To Make Slides
• Data Visualization Services
• Business Presentation Tips
• PowerPoint Tutorials
• Google Slides Tutorials
• Presentation Resources

10 Best PowerPoint Templates for Finance Presentations

Presenting large data in a concise format in a PPT presentation is just as important as it affects the efficiency of your business decision making process. To make your work easy, we have compiled a list of 10 best PowerPoint templates for finance presentations. Discover now!

Presenting data and numbers in financial presentations (in PowerPoint and Google Slides) has proven to be a lot more effective than putting them in Excel sheets or reports. The decision-making process gets impacted if you are unable to visually engage your audience when it comes to big numbers and data. Using the best PowerPoint templates for finance presentations, you can keep your audience hooked on the things you would want them to focus on.

To ease your process of finding that perfect template, we have compiled a list from our collection of the best finance PPT templates. These templates have been designed to make your presentations stand out and let the numbers speak for themselves! Whether you’re an experienced financial analyst or a finance student, these templates have been crafted to cater to all your needs.

What is a Finance Presentation?

A finance presentation is a visual representation of all the financial data, strategies, and insights you wish to present in a PowerPoint or Google Slides. It is a powerful means of presenting financial information to stakeholders.

It simplifies complex financial statements including financial budgets , income statements , balance sheets , and cash flow statements into a clear and concise format. A well-crafted finance presentation empowers decision-makers to make informed choices and grasp the financial implications of their actions, promoting financial success and growth.

ALSO READ: Best Business PowerPoint Templates For Presentations

Importance Of Finance PowerPoint Presentations

The importance of an effective finance PowerPoint presentation cannot be undermined in any professional setting. It not only adds value to your quantitative analysis, strategies and ideas but also expands the scope of your presentation. Let’s look into some of the core importance of using the best PowerPoint templates for finance presentations :

• Decision-Making: A good PPT template empowers stakeholders to make informed decisions based on accurate financial analysis.
• Quick Summarization: Finance presentations also help to summarize complex financial data clearly. They aid in budgeting, forecasting , and strategically planning processes for financial success.
• Insights: Finance presentations also provide valuable insights into a business or investment’s financial health, performance, and prospects.
• Communication : Presenting the financial information in a coherent and visual manner helps you enhance communication and understanding between financial experts and non-specialist audiences.
• Visual Impact: With the help of charts, graphics, icons and tables, you can visually represent financial trends and comparisons during the business, project management or marketing meetings.

Let’s look at 10 of our best PowerPoint templates for finance presentations in detail.

10 Best Finance PPT Templates 

The scope of finance PowerPoint presentation template from SlideUpLift is not only limited to financial presentations but also in the areas including business , marketing , project management to name a few. Here is the list of the best finance PPT templates:

Financial Results PowerPoint Template

Balanced Scorecard KPI PowerPoint Template

Financial Summary PowerPoint Template

Financial Ratios PowerPoint Template

• Balanced Scorecard Strategy PowerPoint Template

Pricing Table Infographics PowerPoint Template

Cash Position Waterfall Graph PowerPoint Template

Financial Cycle Management PowerPoint Template

• Financial Asset Analysis PowerPoint Template
• Financial Charts and Graph Isometric PowerPoint Template

These templates have been professionally cherry-picked to give your numbers and data and visually pleasing look in front of your audience. We are going to look at these templates individually so you can make an informed decision.  

Financial Result PowerPoint Template

• This template allows you to engage the audience with financial illustrations using interactive charts and graphs.
• It can be used to present financial results to potential investors and stakeholders and also to show data and reports using finance dashboards .
• It can also be utilized by financial analysts, accountants, consultants and accounting firms to showcase financial estimates.

• This template is a visual representation of a set of key performance indicators (KPIs).
• It uses charts and graphs to provide KPI data that’s easy to understand.
• It can be used to present key performance indicators to evaluate financial performance by project managers , executives, team leaders, etc. 

• The template consists of pre-designed financial data slides for revenue , expenses, and earnings.
• It can be used to present financial data and performance to potential investors.
• You can also share executive summaries with decision-makers through management reporting.

• The template is a collection of pre-designed slides for presenting various financial ratios and calculations.
• It has graphs and charts to measure liquidity, profitability, efficiency, and solvency, making it one of the best PowerPoint templates for finance presentations.
• It can be used to present essential financial ratios to important stakeholders and investors by financial analysts, entrepreneurs, and accountants.

Balanced Scorecard Strategy Map PowerPoint Template

• This finance PowerPoint template offers a visually appealing design to represent different elements of the strategy map.
• The balanced scorecard strategy map provides a clear overview of strategic objectives and their relationships.
• It can be utilized to develop and present strategic plans , monitor and track KPIs, present performance reviews and showcase financial updates. 
• It can be used by financial consultants, analysts, tax specialists, and many more.

EXPLORE: Exclusive Collection of Finance PowerPoint Templates

• The template has pre-designed, visually appealing pricing tables for products or services.
• It also includes elements to convey pricing options and features to customers, assisting in their understanding.
• This can be used by sales experts, marketing teams, business professionals in retail, e-commerce and consumer business.

• The template offers an impactful waterfall graph to analyze cash position changes over two-time intervals.
• It effectively communicates complex balance sheet analysis to stakeholders.
• This template is one of the best PowerPoint templates for finance presentations especially when it comes to discussing strategies based on cash position trends.

• Financial Cycle Management PowerPoint Template is a collection of pre-designed slides covering all stages of the financial cycle management.
• Graphs and diagrams are used to describe financial operations and data.
• It is usually utilized by financial experts, tax specialists, analysts and strategists, accountants, etc.

ALSO READ: Best Free PowerPoint Templates

Asset Financial Analysis PowerPoint Template

• This PowerPoint template offers a comprehensive framework for analyzing assets .
• It can be used by financial specialists and other stakeholders during financial training sessions, financial review meetings, annual meetings, etc.

ALSO READ: Best Marketing PowerPoint Templates

Financial Charts And Graphs Isometric PowerPoint Template

• The template contains eye-catching 3D isometric charts and graphs to present financial data.
• Ideal for presenting financial trends and patterns, financial data, results and displaying budget and resource allocations, making it one of the best PowerPoint templates for finance presentation.

With the help of these templates, you can add layers to otherwise boring presentations while not losing an ounce of the information that needs to be conveyed. You can also choose to browse from our wide range of financial PowerPoint templates to boost your visual appeal.

ALSO READ: Best Websites for PowerPoint Templates

Presentation Tips For Effective Finance Presentations

Here are some presentation tips for effective finance presentations:

• Know your audience and their understanding of financial concepts.
• Keep your slides simple and avoid too much numerical stuffing.
• Visualize important metrics that support the argument of your financial presentation.
• Whenever possible, use examples and analogies with help of your slides to convey difficult information. 
• Make use of animations, icons, shapes, graphics, etc. to make your slides visually pleasing.

ALSO READ:  Best Google Slides Templates for Presentations

With SlideUpLift’s extensive library of the best finance PPT templates for premium and free download, you can enhance the potential and quality of your financial presentations. Our templates can be customized to meet any purpose, whether you need to show financial reports, investment strategies , or data analysis. 

You can easily create powerful presentations with user-friendly features, attractive designs, and adaptable layouts. Impress your audience by raising the visual standards of your financial communications. 

How do I structure my financial statements in PowerPoint?

The best way to structure your finance presentation is by structuring your slides into sections. Start with an introduction slide that provides an overview of the company’s financial position. Then, move on to the income statement, followed by the balance sheet and the statement of cash flows and other financial reports to support your data and arguments. 

Can I alter the templates' fonts and colors to match the branding of my business?

Yes, all the templates within our collection of best finance PPT templates are easy to customize, so you can change the colors, fonts, and text to match your logo or presentation style. In case you need expert help to customize your finance presentations, you can opt for Custom Slides feature to ease your job.

Do I need to be a designer to use these templates effectively?

No, “Best PPT templates for Finance Presentations” collection by SlideUpLift is user-friendly and includes simple features that allow anyone to make excellent presentations.

How can these templates for finance presentations be used to visualize financial data?

The Finance PowerPoint templates are specifically created for presenting financial data, with various charts, graphs, and infographics to enhance data visualization.

Table Of Content

Related presentations.

Financial Investment Report PowerPoint Template.

Financial Statement

Related blogs.

10 Bad PowerPoint Slides Examples to Avoid

10 Best Animated PowerPoint Templates

10 Best Business PowerPoint Templates for Presentations

10 Best Business Presentation Topics to Captivate Your Audience

Tags and categories, privacy overview.

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

Powerpoint Templates

Icon Bundle

Kpi Dashboard

Professional

Business Plans

Swot Analysis

Gantt Chart

Business Proposal

Marketing Plan

Project Management

Business Case

Business Model

Cyber Security

Business PPT

Digital Marketing

Digital Transformation

Human Resources

Product Management

Artificial Intelligence

Company Profile

Acknowledgement PPT

PPT Presentation

Reports Brochures

One Page Pitch

Interview PPT

All Categories

Financial Plan Powerpoint Presentation Slides

Struggling to prepare financial plan PowerPoint presentation slides? To help you out, SlideTeam has come up with content ready financial planning PPT template. Our financial forecast PPT illustrations help you to raise adequate funds & ensure a reasonable balance between inflow and outflow funds. You can also use our capital plan PowerPoint illustrations to deliver a presentation on associated topics such as budget performance management, cost control, client financial, financial strategy, expense marketing, revenue forecast, budget planning, financial statement, budget forecast, reference class forecasting and many more. Furthermore, our capital statement presentation visuals have been extensively researched by highly intellectual business research consultants. This capital management PowerPoint template includes creative relevant slides on budgeting, channel marketing budget, product launch capital plan, social media budget etc. Without wasting your time, download our financial plan PPT templates which will help reach your goals. The goal becomes absolutely clear with our Financial Plan Powerpoint Presentation Slides. They dispel any chance of haze.

These PPT Slides are compatible with Google Slides

Compatible With Google Slides

• Google Slides is a new FREE Presentation software from Google.
• All our content is 100% compatible with Google Slides.
• Just download our designs, and upload them to Google Slides and they will work automatically.
• Amaze your audience with SlideTeam and Google Slides.

Want Changes to This PPT Slide? Check out our Presentation Design Services

Get Presentation Slides in WideScreen

Get This In WideScreen

• WideScreen Aspect ratio is becoming a very popular format. When you download this product, the downloaded ZIP will contain this product in both standard and widescreen format.

• Some older products that we have may only be in standard format, but they can easily be converted to widescreen.
• To do this, please open the SlideTeam product in Powerpoint, and go to
• Design ( On the top bar) -> Page Setup -> and select "On-screen Show (16:9)” in the drop down for "Slides Sized for".
• The slide or theme will change to widescreen, and all graphics will adjust automatically. You can similarly convert our content to any other desired screen aspect ratio.
• Add a user to your subscription for free

You must be logged in to download this presentation.

Do you want to remove this product from your favourites?

PowerPoint presentation slides

These slides are instantly downloadable. 100% editable templates. Our PowerPoint show consists of 40 slides. Originative high-resolution designs. Compatible presentation layout. Easily convertible to PDF and JPG formats. 100% risk-free designs. Our visuals can be used by promoters, marketers, sales, money manager, investment advisor, and business professionals.The stages in this process are financial statement, financial plan, forecast.

People who downloaded this PowerPoint presentation also viewed the following :

• Business Slides , Financials , Flat Designs , Concepts and Shapes , Complete Decks , All Decks , Finance and Accounting , Management , Financial Management
• Financial Statement ,
• Financial Plan ,

Content of this Powerpoint Presentation

Slide 1 : This is an introductory slide to Financial Plan. State your company name and begin. Slide 2 : This slide presents Budgeting Template in a tabular form. Slide 3 : This slide also presents Budgeting Template in a graphical form. Slide 4 : This is another Budgeting Template slide showing- Cost item, $/ Year, %. Slide 5 : This slide presents Channel Marketing Budget in a tabular form. Slide 6 : This is Budgeting-Planned/Actual Comparison graph slide showing- Planned Cost Vs. Actual Cost, Deviation. Slide 7 : This slide showcases Product Launch Budget Plan in a graphical form. Slide 8 : This is a Company Budget slide showing Income and Expenses. Slide 9 : This is an Event Budget slide showing- Refreshments, Program, Prizes. Slide 10 : This slide presents Product Launch Marketing Budget Template. Slide 11 : This is Social Media Budget Template slide. Present relevant data in a tabular form here. Slide 12 : This is a Coffee Time slide. Can be altered as per requirement. Slide 13 : This is Financial Plan Icon Slide. Alter/ add icons on the basis of your requirement. Slide 14 : This slide is titled Charts & Graphs to move ahead. Change/ alter content as per need. Slide 15 : This slide presents a Column Chart for showcasing product/ company growth, comparison etc. Slide 16 : This slide presents a Line Chart for showcasing product/ company growth, comparison etc. Slide 17 : This is a Donut Pie Chart slide to present product/ entity comparison, specifications etc. Slide 18 : This is an Area Chart slide to present product/ entity comparison, specifications etc. Slide 19 : This is a Stock Chart slide to present product/ entity comparison, specifications etc. Slide 20 : This slide is titled Additional Slides. You can change the slide content as per your needs. Slide 21 : This slide represents Our Mission. State your mission, goals etc. Slide 22 : This is an About Us slide. State team/ company specifications here. Slide 23 : This slide showcases Our Team with Name and Designation to fill. Slide 24 : This is Our Goal slide. State your goals here. Slide 25 : This is a Financial score slide. State financial aspects, information etc. here. Slide 26 : This slide shows Comparison of two products/ entities etc. Slide 27 : This is a Business Quotes slide to convey company's message, beliefs etc. Slide 28 : This is a Dashboard slide to show information in percentages etc. Slide 29 : This is a Location slide to show global growth, presence etc. on a world map. Slide 30 : This is Our Target slide. State your targets here. Slide 31 : This is a Puzzle image slide to show information, specifications etc. Slide 32 : This is a Circular image slide. State information, specifications etc. here. Slide 33 : This is a Lego image slide to show information, specifications etc. Slide 34 : This is a Silhouettes image slide to show people related information, specifications etc. Slide 35 : This is a Hierarchy slide to show information, organization structural specifications etc. Slide 36 : This is a Venn Diagram image slide to show information, specifications etc. Slide 37 : This is a Mind map image slide to show information, segregation, specifications etc. Slide 38 : This slide shows a Magnifying glass image with text boxes. State information etc. here. Slide 39 : This is a Bulb or Idea image slide to show information, ideas, specifications etc. Slide 40 : This is a Thank You slide with Address# street number, city, state, Email Address, Contact Numbers.

Financial Plan Powerpoint Presentation Slides with all 40 slides:

Our Financial Plan Powerpoint Presentation Slides can become whatever you want. They are the apt tools for your views.

The purpose of the Financial Plan presentation is to provide an overview of a company's financial plan, including budgeting templates, channel marketing budgets, product launch budgets, income and expenses, and financial goals.

The different types of charts and graphs presented in the Financial Plan presentation include column charts, line charts, donut pie charts, area charts, and stock charts.

The Budgeting Template slides are important because they provide a clear breakdown of a company's expenses and income, allowing for better financial planning and decision-making.

The About Us and Our Team slides provide information about the company's team and specifications, including their mission, goals, and financial score.

The purpose of the Puzzle image slide is to show important information or specifications in a visually appealing way, using a puzzle graphic to represent how different pieces fit together to create a complete picture.

Ratings and Reviews

by Kelvin Pratama

July 25, 2022

by Darron Hunter

July 6, 2021

by O'Ryan Edwards

July 5, 2021

Got any suggestions?

We want to hear from you! Send us a message and help improve Slidesgo

Top searches

Trending searches

68 templates

33 templates

36 templates

34 templates

9 templates

35 templates

Finances Presentation templates

Download free finances powerpoint templates and google slides themes for presentations with compelling slide designs that will help you win over potential investors..

Introduction to Money - Pre-K

Download the Introduction to Money - Pre-K presentation for PowerPoint or Google Slides and create big learning experiences for the littlest students! Dynamic and adorable, this template provides the visual stimuli that Pre-K students thrive on and makes your lessons more playful and exciting — after all, Pre-K education is...

Premium template

Unlock this template and gain unlimited access

Economic Analysis for Business Decisions

Making decisions is an everyday thing for any kind of business. Of course, one of the main factors (if not the main one) in that decision making is the economic viability. After all, everyone works to earn money! Are you an expert on economic analyses? Cost-effectiveness and cost-benefit are concepts...

How to Plan and Budget for a Family Vacation

Download the How to Plan and Budget for a Family Vacation presentation for PowerPoint or Google Slides and prepare to receive useful information. Even though teachers are responsible for disseminating knowledge to their students, they also embarked on a learning journey since the day they decided to dedicate themselves to...

Economics Thesis

If numbers, exchange rates, money and trading are your forte, odds are you’re already working on an economics thesis for your master’s degree. Defending your dissertation is the last step and the most difficult one, but Slidesgo can help you. Here’s our new free presentation template with a focus on...

Cashback App Pitch Deck

Are you familiar with the concept of cashback? Are you developing a mobile app for people to receive cash back on their purchases? We are all very happy to read messages like this item is 15% off or with this purchase you will receive 10% of the price in the...

Cost Reduction in Manufacturing Industry Marketing Plan

Download the Cost Reduction in Manufacturing Industry Marketing Plan presentation for PowerPoint or Google Slides. This incredible template is designed to help you create your own marketing plan that is sure to impress your entire team. Using this amazing tool, you'll be able to analyze your target audience, assess your...

Falling Money Background Animation

Money calls money, so, let's try it with this exclusive PowerPoint template, where we have added backgrounds with falling money animations. The green background is reminiscent of the color of banknotes, and the illustrations add the final touch to this multipurpose presentation that you can adapt to talk about different...

French Economy Newsletter

In need of help putting together an economy newsletter in French? If so, this is the template for you! Its beautiful slides combine red over a white background for a stylish and friendly feel, and its many illustrations let you touch on a variety of subjects while always being entertaining....

Bookkeeping Dashboard

Download the Bookkeeping Dashboard presentation for PowerPoint or Google Slides. The world of business encompasses a lot of things! From reports to customer profiles, from brainstorming sessions to sales—there's always something to do or something to analyze. This customizable design, available for Google Slides and PowerPoint, is what you were...

Artificial Intelligence in Finance Newsletter

Download the Artificial Intelligence in Finance Newsletter presentation for PowerPoint or Google Slides. Attention all marketers! Are you looking for a way to make your newsletters more creative and eye-catching for your target audience? This amazing template is perfect for creating the perfect newsletter that will capture your audience's attention...

US National Dollar Day Minitheme

The dollar is the name of the official currency of various countries, dependencies and regions. The US dollar is the most widely circulated money in the world. August 8 marks its national day in the United States, and we wanted to be part of this important celebration with this complete...

Cost Reduction in Manufacturing Industry Business Plan

Download the Cost Reduction in Manufacturing Industry Business Plan presentation for PowerPoint or Google Slides. Conveying your business plan accurately and effectively is the cornerstone of any successful venture. This template allows you to pinpoint essential elements of your operation while your audience will appreciate the clear and concise presentation,...

Addressing Current Socioeconomic Problems

Download the Addressing Current Socioeconomic Problems presentation for PowerPoint or Google Slides. The world of business encompasses a lot of things! From reports to customer profiles, from brainstorming sessions to sales—there's always something to do or something to analyze. This customizable design, available for Google Slides and PowerPoint, is what...

Artificial Intelligence in Finance Business Meeting

Download the Artificial Intelligence in Finance Business Meeting presentation for PowerPoint or Google Slides. Gone are the days of dreary, unproductive meetings. Check out this sophisticated solution that offers you an innovative approach to planning and implementing meetings! Detailed yet simplified, this template ensures everyone is on the same page,...

Community Bank Business Plan

Register all your liabilities, earnings, and balance your finances out with this modern template for banks! It includes all the resources needed for a good business plan: graphs, tables, charts, diagrams… the information must be as clear as possible! The modern design combining simple geometrical forms and fun orange tones...

Business Cost Analysis

When it comes to analyzing your business costs, you want a professional presentation that gets straight to the point. That's where this template for Google Slides and PowerPoint comes in. With its clean and simple design in cream tones, this template will help you present your findings in a clear...

Paraguayan Economy Thesis Defense

Paraguay is a South American country has a unique history and diverse economic makeup that can provide interesting topics for research. If you've majored in economy and decided to do a thesis on the Paraguayan economy, you'll need to talk about topics such as industrialization, natural resources, trade or economic...

Tax Considerations in your Business

Download the name presentation for PowerPoint or Google Slides. The world of business encompasses a lot of things! From reports to customer profiles, from brainstorming sessions to sales—there's always something to do or something to analyze. This customizable design, available for Google Slides and PowerPoint, is what you were looking...

• Page 1 of 29

New! Make quick presentations with AI

Slidesgo AI presentation maker puts the power of design and creativity in your hands, so you can effortlessly craft stunning slideshows in minutes.

Register for free and start editing online