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Pitch Deck Financial Visualizations Template   Excel template (XLSX)
$45.00

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Pitch Deck Financial Visualizations Template (Excel XLSX)

File Type: Excel template (XLSX)

$45.00
This financial model was crafted by a Financial Modeler and Accountant with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
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DESCRIPTION

This product (Pitch Deck Financial Visualizations Template) is an Excel template (XLSX), which you can download immediately upon purchase.

Easily input your financial projections or historical actuals and this template will automatically create clean and clear visualizations that display your numbers in an easy-to-read format. You don't need to worry about formatting your pitch deck financials after using this template.

This template is designed to make it easy to create professional visualizations. All the charts have been done so the user simply needs to enter their financial line items into each year and the charts will all update.

Being ‘pitch deck ready' simply speaks to the way these visualizations were put together. The most important things are clarity of fonts, color simplicity, sizing of fonts / axis, spelling, and general clarity of the actual data that is being presented.

You don't want your pitch deck to have confusing financial information in it that is not well known. The data points that are displayed encompass the primary financial performance items that are most commonly sought after by those who are likely to view pitch decks in a meaningful way.

The charts include the following metrics on an annual basis for up to 5 years:

•  Revenue
•  Gross Profit
•  Revenue Growth Rate
•  Gross Profit Margin
•  Break-even Revenue
•  Year-end customers
•  Customer Growth
•  Fund Usage
•  Net Income
•  Margin Analysis
•  Revenue vs. Break-even Revenue

Nearly any business should have those financial line items solved for if they are building a pitch deck. The only one that is not 100% common is customer count as you may not have relevance for that, but all the rest are fairly analogous to any business.

There is a Google Sheet and Excel version that comes in the download. Note, this can be used for historical presentation purposes as well as partial historical and partial forecast.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Sales Deck Excel: Pitch Deck Financial Visualizations Template Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping


$45.00
This financial model was crafted by a Financial Modeler and Accountant with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
Add to Cart
  

OVERVIEW

File Type: Excel xlsx (XLSX)
File Size: 37.2 KB

ABOUT THE AUTHOR

Additional documents from author: 163

I graduated in 2011 with a Bachelors degree in Accounting. From there, I worked at a few small businesses doing financial reporting and some bookkeeping. After a few years of that, I started doing freelance financial consulting work on Elance and Upwork.

After over 400 jobs completed with a 100% success rate, I now run my own modeling/consulting practice and continue to build new financial models every few weeks. [read more]

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