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How to Create an Appealing Report Presentation (Guide + Templates)

Sharing data, insights, and recommendations extracted from detailed analysis is a practice that consultants and heads of departments view as part of their everyday workload. Yet, effective communication techniques make a difference in whether the information disclosed is actionable, makes a lasting impact, or becomes critical for a decision’s outcome. 

In this article, we will guide you through the process of creating a good report presentation, from general aspects to specifics by niche, recommended PowerPoint templates to use, and which aspects you should avoid in the presentation design process.

What is a Report?

What is a report presentation, business report presentations, academic report presentations, technical report presentations, sales report presentations, marketing report presentations, project report presentations, non-profit and ngo report presentations, healthcare report presentations, environmental report presentations, do’s and don’ts on a report presentation, recommended report powerpoint templates.

A report is a formal, high-level document that compiles data, research findings, and recommendations tailored to a specific topic. Its core purpose is to grant stakeholders a detailed understanding of a situation and provide background for decision-making processes.

We can define a report presentation as the visual and verbal method of communicating the key elements of a written report. Typically, report presentations happen in meeting or conference settings, where the scale of the report presentation depends on any of these three factors:

• Topic of the report presentation
• People or teams involved in the outcome of the report
• People or teams that must be aware of the information retrieved from the report

Depending on its topic, the amount of slides or specific slide design to include, which we shall mention in the upcoming section.

Types of Report Presentations

Business report presentations focus on a business’s performance, strategy, and operations, conveying important information to stakeholders for decision-making purposes. These presentation slides are used during board meetings, business plan presentations , quarterly reviews, strategic planning sessions, and investor meetings.

A typical business report presentation should contain the following slides on its slide deck:

• Title Slide : Title, presenter’s name, date, and company logo.
• Agenda Slide : Outline of main sections.
• Executive Summary Slide : Key takeaways and highlights.
• Financial Overview Slide : Revenue, expenses, profit, and loss.
• Performance Metrics Slide : Key performance indicators (KPIs).
• Strategic Initiatives Slide: Current and future projects.
• Market Analysis Slide : Market trends and competitive analysis.
• SWOT Analysis Slide: Strengths, weaknesses, opportunities, and threats.
• Recommendations Slide : Suggested actions and next steps.
• Q&A Slide : Invite questions from the audience.
• Conclusion Slide : Summary of key points.

Presenters must generally focus on clearly expressing the key points and insights, using charts and graphs to illustrate their findings easily. Opt for a SWOT analysis PowerPoint template to simply the SWOT representation process.

Academic report presentations communicate research findings, project outcomes, and scholarly work to academic peers and professionals. They are common at academic conferences, seminars, workshops, and in classrooms (post-graduate settings).

To build a high-quality academic report presentation, consider the following slides:

• Title Slide: Title, author’s name, institution, and date.
• Introduction Slide: Background and research question.
• Literature Review Slide: Summary of relevant research.
• Methodology Slide : Research methods and design.
• Data Slide: Key data and statistics.
• Analysis Slide: Interpretation of data.
• Results Slide: Main findings.
• Discussion Slide : Implications and significance.
• Conclusion Slide: Summary of findings and future research directions.
• References Slide: List of sources and citations.
• Q&A Slide

Avoid jargon at all costs unless specifically required by your tutor. Aiming to create an interactive presentation out of it can be a plus. 

Technical report presentations detail technical data, research findings, and project updates (i.e., project status report templates ) to a specialized audience, often in fields like engineering, IT, and science. They are used in technical meetings, conferences, project updates, and during product development cycles.

The slides a technical report presentation should include are:

• Title Slide
• Problem Statement Slide: Definition and scope of the problem.
• Objectives Slide: Goals of the technical work.
• Methodology Slide: Technical approach and procedures.
• Data Slide: Key data points and measurements.
• Analysis Slide: Interpretation of technical data.
• Results Slide: Main findings and outcomes.
• Technical Challenges Slide: Issues encountered and solutions.
• Recommendations Slide: Suggested actions based on findings.
• Future Work Slide: Next steps or future research.
• Conclusion Slide

Diagrams, infographics, and graphs are handy for explaining complex data. Presenters should encourage the audience to ask questions about the topic and break down the complex elements into easy-to-understand chunks of information.

Sales report presentations provide insights into sales performance, trends, and forecasts to understand market conditions and sales strategies . Presenters who are looking how to make a presentation in the sales niche can apply it for sales meetings, quarterly reviews, strategy sessions, and performance evaluations.

A successful sales report presentation features the following slides on its deck:

• Agenda Slide
• Sales Performance Slide: Sales figures and trends.
• Target vs Actual Slide: Comparison of targets and actual sales.
• Sales by Region/Product Slide: Breakdown of sales data.
• Sales Pipeline Slide: Status of sales leads and opportunities.
• Customer Insights Slide: Key customer trends and feedback.
• Competitor Analysis Slide: Competitive landscape.
• Strategies Slide: Current and future sales strategies.
• Recommendations Slide: Suggested improvements and actions.

As a recommendation, in our experience, it’s a good practice to include a sales dashboard slide highlighting the key sale metrics. It would be beneficial if a new sales strategy were implemented and the team wanted to extract conclusive data from it.

Marketing report presentations analyze marketing campaigns, strategies, and performance metrics to assess the impact and plan future initiatives. We can come across this kind of report and presentation in situations like marketing meetings, marketing plan presentations , campaign reviews, strategy sessions, and performance evaluations.

Consider to list the following slides to create an effective marketing report presentation:

• Campaign Overview Slide: Summary of marketing campaigns.
• Performance Metrics Slide: Key metrics like ROI, conversion rates, and engagement.
• Audience Insights Slide: Data on target demographics and customer behavior.
• Channel Performance Slide: Performance by marketing channel (e.g., social media, email).
• Competitor Analysis Slide: Competitive landscape and benchmarking.
• Strategies Slide: Current and future marketing strategies.

This is a type of report presentation where you should encourage audience participation due to the importance of the creativity factor in new campaigns. Use infographics to represent dense groups of data related to social media reports . Strategy presentation templates are also a good fit to enhance your report presentation slide deck.

Additionally, we include on this following link a Free Social Media Report PowerPoint template for users to create professional-looking slides in seconds.

Project report presentations detail project progress, challenges, and outcomes, providing updates to stakeholders and ensuring alignment with goals. Typical use cases of these report presentations are project meetings, status updates, and post-project reviews.

To create a slide deck for project report presentations, consider to include these slides:

• Title Slide: Title, presenter’s name, date, and project name.
• Project Overview Slide: Summary of project goals and scope.
• Timeline Slide: Key milestones and project schedule.
• Progress Slide: Status of project phases and tasks.
• Challenges Slide: Issues encountered and mitigation strategies.
• Budget Slide: Financial status and budget adherence.
• Risk Management Slide: Identified risks and their management.
• Next Steps Slide: Upcoming tasks and milestones.

Gantt charts , progress bars , and budget graphs are excellent presentation tools for showcasing key information in project presentations . Be sure to include the exact dates for project updates.

Non-profit and NGO report presentations highlight the organization’s activities, achievements, and financial status, communicating with donors, volunteers, and the public. They are a key element of transparency in relationships with the public and donors, and they are used in board meetings, fundraising events, annual reviews, and community outreach.

To create this kind of report presentation, we need to include these slides:

• Mission Slide: Organization’s mission and goals.
• Activities Slide: Summary of recent activities and programs.
• Impact Slide: Data on the impact and outcomes of programs.
• Financial Overview Slide: Income, expenses, and budget status.
• Donor Recognition Slide: Acknowledgment of key donors and supporters.
• Challenges Slide: Issues faced and solutions implemented.
• Future Plans Slide: Upcoming projects and initiatives.

Harness the power of storytelling . Include success stories, impact charts, infographics, and program photos. Highlight the outcomes and benefits this organization has brought to its target community. Annual Report PowerPoint templates can speed up the design creation phase of your report presentation.

Healthcare report presentations provide data on patient outcomes, research findings, and healthcare initiatives aimed at improving medical practices and policies. They are used in medical conferences, healthcare meetings, research symposiums, and policy briefings.

The slides we must count on for building an effective healthcare report presentation are:

• Background Slide: Context and objectives of the report.
• Methodology Slide: Research methods and data collection.
• Data Slide: Key statistics and findings.
• Analysis Slide: Interpretation of data and implications.
• Recommendations Slide: Suggested actions or policy changes.
• Future Research Slide: Areas for further investigation.

If you need to share a patient’s data concerning a newly developed technique or as findings from research, be sure you are authorized to disclose that information. 

Finally, environmental report presentations focus on environmental research, sustainability projects, and ecological impact assessments to inform stakeholders and promote environmental protection. We can attend these kinds of presentations at ecological conferences, policy briefings, project reviews, and community meetings.

Include the following slides in your deck to create an outstanding environmental report presentation:

• Impact Slide: Environmental impact and sustainability metrics.
• Recommendations Slide: Suggested actions and policy changes.

Video presentations are ideal for adding an extra emotional factor and connecting with the audience about the importance of environmental causes, and they are also applicable to any kind of consulting report . Another key approach is to include testimonials from well-accredited sources or individuals affected by the environmental factor.

• Do start with a clear objective.
• Do use visuals to support your message.
• Do practice how to start your presentation .
• Do engage with your audience by asking questions and inviting feedback.
• Do end your presentation with powerful graphics
• Don’t overload slides with text.
• Don’t ignore your audience’s needs and interests.
• Don’t rush through the presentation.
• Don’t rely solely on the slides; use them to complement your speech.

How long should a report presentation be?

The length depends on the context and audience, but 15-30 minutes is a standard time for most report presentations.

What tools can I use to create a report presentation?

Common tools include PowerPoint, Google Slides templates , and Keynote. Specialized data visualization tools like Tableau can also be useful.

How can I make my report presentation more engaging?

Use storytelling techniques, interactive elements, and visual aids to engage your audience .

Should I distribute copies of the report?

It’s often a good idea to provide copies or a summary handout for the audience to follow along and refer to after the presentation.

In this section, you can find a list of curated report presentation slides to make your work easier. You can work with any of these designs or opt to use the ones presented above.

1. Expense Report Presentation Slide

This Expense Report PowerPoint Template is perfect for detailed financial presentations. Easily document and display expenses, including lodging, meals, supplies, parking, and airfare, with clear sections for reporting periods, submission details, and expense descriptions. Ideal for corporate reporting, budget reviews, and financial audits, ensuring organized and professional presentations.

Use This Template

2. Business Progress Report Slides for PowerPoint

This Business Progress Report Template is designed to track project milestones and performance metrics. Listing a profile section for team members and a color-coded progress indicator allows for clear visualization of project status. It is ideal for team meetings, stakeholder updates, and performance reviews, ensuring a concise and effective presentation.

3. Book Report Presentation Slide Deck for PowerPoint

This Book Report PPT template is ideal for structuring narrative elements in presentations. We can outline a story’s theme, setting, and characters with visual aids to enhance understanding. This template is perfect for writers, educators, and marketers to convey story concepts effectively, ensuring a cohesive and engaging presentation.

4. Annual Report Template for PowerPoint

This Annual Report slide deck is designed for clear financial analysis. It features sections for detailed descriptions, bar charts, and pie charts to represent expense data visually. Perfect for financial reviews, investor presentations, and budget meetings, this template ensures a comprehensive and professional overview of total expenses, facilitating informed decision-making.

5. Business Annual Report PowerPoint Template

A slide deck designed to showcase key financial metrics and achievements. We include sections for displaying significant figures, percentages, and growth indicators, making it perfect for annual reports, investor meetings, and financial reviews. With clear and visually appealing graphics, this template ensures a concise and impactful presentation of financial performance highlights.

6. Financial Dashboard Report Template for PowerPoint

Accurately represent financial information that’s critical for your organization by implementing this PPT report template. It is a data-driven layout containing different boxes to showcase KPIs; managers and team leaders can use this template to align organizational efforts toward a strategic goal.

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Free Sales Report Presentation Templates

Turn bland sales reports into captivating presentations with free sales report powerpoint templates and google slides themes. impress bosses, wow clients, and motivate your team with creative visuals, editable charts, and easy-to-understand layouts. grab attention, secure funding, and crush goals - all without design headaches. get started for free.

• Simple Sales Report: Perfect for a quick overview, these sales data presentation templates get straight to the point with clear visuals and concise data summaries.
• Sales Performance Dashboard : Track your progress with interactive charts and graphs that showcase your team's wins and areas for improvement.
• Sales Portfolio : Highlight your most successful projects and showcase the value you bring to your clients.
• Finance: Present your revenue, budgets, and ROI clearly and effectively.
• Sales managers: Impress your boss and secure that promotion with a data-driven report that showcases your team's brilliance.
• Marketing teams: Align your sales efforts with your marketing strategy using templates that tell the story of your customer journey.
• Business owners: Secure funding, attract new investors, and make informed decisions with presentations that leave a lasting impression.
• Team meetings: Keep your team informed and motivated with clear, concise presentations.
• Client meetings: Impress potential clients and secure new deals with professional, data-driven presentations.
• Industry events: Share your insights and expertise with a wider audience using engaging and informative slides.

We're here to help you!

Where can i find free sales report templates.

Slide Egg offers a huge library of free sales report PowerPoint and Google Slides themes. Simply browse the category and download your favorites!

Do I need any special design skills to use these templates?

Absolutely not! Our templates are designed for everyone, regardless of design experience. Simply edit the text, charts, and colors to match your data and brand.

What types of sales reports can I create with these templates?

Our selection covers a wide range, from simple summaries to detailed forecasts, portfolio showcases, and performance dashboards. Find the perfect template to match your specific needs.

Can I customize the templates?

Yes, you can! All elements are fully editable, including text, charts, graphics, and colors. Make the templates your own and tell your unique story.

Are these templates compatible with PowerPoint and Google Slides?

Yes! Our templates are available in both PowerPoint and Google Slides formats, so you can choose your preferred platform.

Can I add my company logo and branding to the templates?

Of course! Add your logo, colors, and fonts to personalize the templates and match your brand identity.

How can I make my sales report presentation stand out?

Using high-quality visuals, clear storytelling, and concise data presentation is key. Explore our creative slide layouts, editable charts, and infographic elements to add visual interest.

Can I share my presentation with others?

Yes, you can share your finished presentation with others, either offline or online, depending on your chosen platform.

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Blog Marketing 15 Sales Presentation Examples to Drive Sales

15 Sales Presentation Examples to Drive Sales

Written by: Danesh Ramuthi Oct 31, 2023

A sales presentation is not merely a brief introduction to a product or service. It’s a meticulously constructed sales pitch tailored to showcase the unique features and key elements of what’s being offered and to resonate deeply with the prospective customers. 

But what stands out in the best sales presentation is their ability to weave an engaging story, integrating customer testimonials, success stories and sales performances to maintain the audience’s attention span and to persuade them to take action. 

The right tools, like those provided by Venngage presentation Maker and its sales presentation templates , can greatly aid in this endeavor. The aim is to have a presentation memorable enough that it lingers in the minds of potential clients long after the pitch. 

Its ultimate aim is not just to inform but to persuasively secure the audience’s commitment.

Click to jump ahead:

6 Sales presentation examples

What to include and how to create a sales presentation, sales presentation vs pitch deck.

• Final thoughts

A sales presentation can be the differentiating factor that turns a potential client into a loyal customer. The manner in which a brand or individual presents their value proposition, product, or service can significantly impact the buying decisions of their audience.

Hence, drawing inspiration from various sales presentation examples can be an instrumental step in crafting the perfect pitch.

Let’s explore a few examples of sales presentations that cater to different needs and can be highly effective when used in the right context.

Clean sales presentation examples

The concept of a “clean” sales presentation reflects more than just its visual aesthetic; it captures an ethos of straightforward, concise and effective communication. A clean presentation offers a professional and efficient way to present your sales pitch, making it especially favorable for brands or individuals looking to be perceived as trustworthy and reliable.

Every slide in such a presentation is meticulously designed to be aesthetically pleasing, balancing visuals and text in a manner that complements rather than competes.

Its visual appeal is undeniably a draw, but the real power of a clean sales presentation lies in its ability to be engaging enough to hold your audience’s attention. By minimizing distractions, the message you’re trying to convey becomes the focal point. This ensures that your audience remains engaged, absorbing the key points without being overwhelmed.

A clean design also lends itself well to integrating various elements such as graphs, charts and images, ensuring they’re presented in a clear and cohesive manner. In a business environment where attention spans are continually challenged, a clean presentation stands as an oasis of clarity, ensuring that your audience walks away with a clear understanding of what you offer and why it matters to them.

Minimalist sales presentation examples

Minimalism, as a design and communication philosophy, revolves around the principle of ‘less is more’. It’s a bold statement in restraint and purpose. In the context of sales presentations, a minimalist approach can be incredibly powerful.

It ensures that your content, stripped of any unnecessary embellishments, remains at the forefront. The primary objective is to let the core message shine, ensuring that every slide, every graphic and every word serves a precise purpose.

This design aesthetic brings with it a sense of sophistication and crispness that can be a potent tool in capturing your audience’s attention. There’s an inherent elegance in simplicity which can elevate your presentation, making it memorable.

But beyond just the visual appeal, the minimalist design is strategic. With fewer elements on a slide, the audience can focus more intently on the message, leading to better retention and engagement. It’s a brilliant way to ensure that your message doesn’t just reach your audience, but truly resonates with them.

Every slide is crafted to ensure that the audience’s focus never wavers from the central narrative, making it an excellent choice for brands or individuals seeking to create a profound impact with their pitches.

Simple sales presentation examples

A simple sales presentation provides a clear and unobstructed pathway to your main message, ensuring that the audience’s focus remains undivided. Perfect for highlighting key information, it ensures that your products or services are front and center, unobscured by excessive design elements or verbose content.

But the beauty of a simple design is in its flexibility. With platforms like Venngage , you have the freedom to customize it according to your brand voice and identity. Whether it’s adjusting text sizes, incorporating vibrant colors or selecting standout photos or icons from expansive free stock libraries, the power to enhance and personalize your presentation lies at your fingertips.

Creating your ideal design becomes a seamless process, ensuring that while the presentation remains simple, it is every bit as effective and captivating.

Professional sales presentation example

A professional sales presentation is meticulously crafted, reflecting the brand’s guidelines, voice and core values. It goes beyond just key features or product benefits; it encapsulates the brand’s ethos, presenting a cohesive narrative that resonates deeply with its target audience.

For sales professionals, it’s more than just a slide deck; it’s an embodiment of the brand’s identity, from the great cover image to the clear call to action at its conclusion.

These presentations are tailored to address potential pain points, include sales performances, and present solutions in a compelling and engaging story format. 

Integrating elements like customer success stories and key insights, ensuring that the presentation is not just good, but memorable.

Sales performance sales presentation example

A company’s sales performance presentation is vital to evaluate, refine and boost their sales process. It’s more than just numbers on a slide deck; it’s a comprehensive look into the effectiveness of sales campaigns, strategies and the sales team as a whole.

This type of sales presentation provides key insights into what’s working, what isn’t and where there’s potential for growth.

It’s an invaluable tool for sales professionals, often serving as a roadmap guiding future sales pitches and marketing campaigns.

An effective sales performance presentation might begin with a compelling cover slide, reflecting the brand’s identity, followed by a brief introduction to set the context. From there, it delves into specifics: from the sales metrics, customer feedback and more.

Ultimately, this presentation is a call to action for the sales team, ensuring they are equipped with the best tools, strategies and knowledge to convert prospective customers into paying ones, driving more deals and growing the business.

Testimonial-based sales presentation examples

Leveraging the voices of satisfied customers, a testimonial-based sales presentation seamlessly blends social proof with the brand’s value proposition. It’s a testament to the real-world impact of a product or service, often making it one of the most effective sales presentation examples. 

By centering on customer testimonials, it taps into the compelling stories of those who have experienced firsthand the benefits of what’s being offered.

As the presentation unfolds, the audience is introduced to various customer’s stories, each underscoring the product’s unique features or addressing potential pain points.

These success stories serve dual purposes: they not only captivate the audience’s attention but also preemptively handle sales objections by showcasing how other customers overcame similar challenges.

Sales professionals can further augment the presentation with key insights derived from these testimonials, tailoring their sales pitch to resonate deeply with their potential clients.

Creating a good sales presentation is like putting together a puzzle. Each piece needs to fit just right for the whole picture to make sense. 

So, what are these pieces and how do you put them together? 

Here, I’ll break down the must-have parts of a sales presentation and give you simple steps to build one. 

What to include in a sales presentation?

With so much information to convey and a limited time to engage your audience in your sales presentation, where do you start?

Here, we’re going to explore the essential components of a successful sales presentation, ensuring you craft a compelling narrative that resonates with your prospects.

• A captivating opening slide: First impressions matter. Start with a great cover image or slide that grabs your audience’s attention instantly. Your opening should set the tone, making prospects curious about what’s to come.
• Data-driven slides: Incorporate key points using charts, graphs, infographics and quotes. Instead of flooding your slides with redundant information, use them as a tool to visually represent data. Metrics from your sales dashboard or third-party sources can be particularly illuminating.
• Social proof through testimonials: Weave in testimonials and case studies from satisfied customers. These success stories, especially from those in the same industry as your prospects, act as powerful endorsements, bolstering the credibility of your claims.
• Competitive context: Being proactive is the hallmark of savvy sales professionals. Address how your product or service fares against competitors, presenting a comparative analysis. 
• Customized content: While using a foundational slide deck can be helpful, personalizing your presentation for each meeting can make all the difference. Whether it’s integrating the prospect’s brand colors, industry-specific data or referencing a past interaction, tailored content makes your audience feel acknowledged.
• Clear path to the future: End by offering a glimpse into the next steps. This can include a direct call to action or an overview of the onboarding process. Highlight the unique value your company brings post-sale, such as exceptional training or standout customer support.
• Keep it simple: Remember, simplicity is key. Avoid overcrowding your slides with excessive text. Visual data should take center stage, aiding in comprehension and retention. 

Related: 120+ Presentation Ideas, Topics & Example

How to create a sales presentation? 

Crafting a good sales presentation is an art that blends structure, content and design. 

A successful sales presentation not only tells but also sells, capturing the audience’s attention while conveying the main message effectively. 

Here’s a step-by-step guide to ensure that your sales deck becomes a winning sales presentation.

1. Find out your ideal audience

The first step to any effective sales pitch is understanding your audience. Are you presenting to prospective customers, potential clients or an internet marketing agency? Recognize their pain points, buying process and interests to craft a message that resonates. This understanding ensures that your presentation is memorable and speaks directly to their unique needs.

2. Pick a platform to Use

Depending on your target audience and the complexity of your sales literature, you might opt for Venngage presentation maker, PowerPoint templates, Google Slides or any tools that you are comfortable with. Choose a tool that complements your brand identity and aids in keeping your audience’s attention span engaged.

3. Write the ‘About Us’ section

Here’s where you build trust. Give a brief introduction about your organization, its values and achievements. Highlight key elements that set you apart, be it a compelling story of your brand’s inception, a lucrative deal you managed to seal, or an instance where an internet marketing agency hired you for their needs.

4. Present facts and data

Dive deep into sales performance metrics, client satisfaction scores and feedback. Use charts, graphs and infographics to visually represent these facts. Testimonials and customer success stories provide that added layer of social proof. By showcasing concrete examples, like a customer’s story or feedback, you give your audience solid reasons to trust your product or service.

5. Finish with a memorable conclusion & CTA

Now that you’ve laid out all the information, conclude with a bang. Reiterate the value proposition and key insights you want your audience to remember. Perhaps share a compelling marketing campaign or a unique feature of your offering.

End with a clear call to action, directing your prospects on what to do next, whether it’s downloading further assistance material, getting in touch for more deals or moving further down the sales funnel .

Related: 8 Types of Presentations You Should Know [+Examples & Tips]

Sales presentation and the pitch deck may seem similar at first glance but their goals, focuses, and best-use scenarios differ considerably. Here’s a succinct breakdown of the two:

Sales Presentation:

• What is it? An in-depth dialogue designed to persuade potential clients to make a purchase.
• Focuses on: Brand identity, social proof, detailed product features, addressing customer pain points, and guiding to the buying process.
• Best for: Detailed interactions, longer meetings and thorough discussions with potential customers.
• Example: A sales rep detailing a marketing campaign to a potential client.

Pitch Deck:

• What is it? Pitch deck is a presentation to help potential investors learn more about your business. The main goal isn’t to secure funding but to pique interest for a follow-up meeting.
• Focuses on: Brand voice, key features, growth potential and an intriguing idea that captures the investor’s interest.
• Best for: Initial investor meetings, quick pitches, showcasing company potential.
• Example: A startup introducing its unique value proposition and growth trajectory to prospective investors.

Shared traits: Both aim to create interest and engagement with the audience. The primary difference lies in the intent and the audience: one is for selling a product/service and the other is for igniting investor interest.

Related: How to Create an Effective Pitch Deck Design [+Examples]

Final thoughts 

Sales presentations are the heart and soul of many businesses. They are the bridge between a potential customer’s needs and the solution your product or service offers. The examples provided—from clean, minimalist to professional styles—offer a spectrum of how you can approach your next sales presentation.

Remember, it’s not just about the aesthetics or the data; it’s about the narrative, the story you tell, and the connection you establish. And while sales presentations and pitch decks have their distinct purposes, the objective remains consistent: to engage, persuade and drive action.

If you’re gearing up for your next sales presentation, don’t start from scratch. Utilize Venngage presentation Maker and explore our comprehensive collection of sales presentation templates .

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Sales presentations: templates, examples and ideas on how to present like a pro

A good sales presentation is more than a simple pitch, a demo or a list of facts and figures. Done well, at the right time in your sales process , it’s a tool for getting your prospects’ attention, drumming up excitement and moving prospects toward a buying decision.

In this guide, you’ll learn how to use the power of storytelling to drive decision-making and close more deals. We’ll also cover the fundamental elements of an effective sales presentation strategy, what to include in your sales decks and practical ideas on how to deliver them.

What is a sales presentation?

A sales presentation is a live meeting where your team showcases your product or service and why it’s the best option for your prospect.

Although the terminology differs from company to company, a sales presentation is not always the same as a sales pitch.

A sales pitch is what your sales professionals do all day long, on the phone, over Zoom or in person with clients.

A sales presentation (although it’s still a sales pitch) is a point-in-time event that usually happens when your sales team is trying to close a more lucrative deal. It’s not a simple phone call, as it often involves a meeting and a demo.

Because you’re likely presenting to a group of senior decision-makers and executives, sales presentations require ample prep time and coordination across multiple team members.

Key takeaways from this sales presentations article

Deliver effective presentations: Make your sales presentations compelling with storytelling, effective slide decks, tailored content and strong delivery techniques. Benefits of great presentations: Sales presentations grab attention, excite prospects and drive decision-making, helping close more deals by showcasing your product’s value. Pipedrive’s tools, including customizable sales dashboards and Smart Docs , help you create professional, tailored presentations that enhance your sales strategy. Try Pipedrive free for 14 days .

How (and why) to use storytelling in your sales presentation

Use stories in your presentations to help people remember and relate to your brand.

Statistics, facts and figures can help when you’re trying to persuade a prospect to become a customer, but they’re more impactful if you can frame them with a memorable story.

For example, tell a story about a customer who faced the same challenges as your prospect and supplement it with powerful data, they are more likely to listen and want to know more.

Human beings have a deep relationship with storytelling. Stories move, teach and, in a sales context, persuade audiences.

Chip Heath, a Stanford professor and the co-author of Made to Stick , demonstrates the importance of storytelling by doing an exercise with his students. He divides them into groups and asks them to deliver a one-minute persuasive pitch based on data he’s just shown them.

After the pitches are delivered, he asks the class to jot down everything they remember about them. Although most students use stats rather than stories, 63% remember the stories, while only 5% remember an individual data point .

The stickiness of stories makes them a useful tool for developing a sales presentation outline. They help prospects understand and remember the key points of the presentation and your product.

Thomas Dredge Sales Manager, Particular Audience

Start with a problem (and a deadline)

Your presentation is about the solution you’re offering your prospects, but it shouldn’t start with that solution.

Instead, lead with the problem your solution was designed to solve.

“ Value selling is key,” says Bradley Davies, business development at Cognism . “It is important to understand your buyer and tailor their journey to what you can do for them.

“First, you need to understand what is motivating them to have a discussion, which allows you to identify their pains and present how your offering solves their pains. Everything presented to a prospect should be based on the value for them specifically.”

You might choose to tell a story that positions your product as the hero, helping the customer vanquish a villain: their pain point.

Your story should be tailored to the pain points of the prospects in the room. For example, a change to their business, industry or the technology they use.

“If an element of your offering is not relevant, then don't distract them from the important features. It will keep them engaged and help to build their user story,” adds Bradley.

Recommended reading

Digging deep to determine customer pain points and make the sale

Create a sense of urgency around your product: It’s a solution to their problem, but if they don’t act now, they could miss an opportunity. Tell a story about what might happen if your prospect doesn’t change, framing the consequences of inaction.

Focus on outcomes

You’ve outlined the problem and, if you’re doing your job, your audience is nodding along. Now it’s time to start talking about the solution.

However, that doesn’t mean you should launch into the features and benefits of your product just yet.

Rather than presenting your product, a good sales presentation draws a picture of what life could look like for a customer once they start doing things differently. How will their workload or productivity improve? What will they be able to do with additional time and resources? How will they reduce spending and increase revenue?

From there, introduce your solution and the features that can make this brave new world possible. Do this in a few ways:

Position your features against the old way of doing things

Present those features as “superpowers” that will solve your prospect’s problems

Compare those features to competitors’ features

Quantify the value your features bring vs. the cost of doing nothing

Use a combination of some or all of the above

Creating a winning sales presentation slide deck

Most sales presentations include a slide deck to deliver facts, case studies and statistics that convey the value of your solution.

Create your sales pitch deck in an application like PowerPoint or Google slides to ensure your presentation is visible to everyone in the room (or in a virtual setting).

The best sales decks have a few key elements:

A great cover image or opening slide. Like the story you open your presentation with, your cover slide should grab your audience’s attention.

Data and key points . Charts, graphs, infographics, quotes and other information back up your presentation. Your slides should support your presentation by visualizing data, not repeating what you’re saying. You can get metrics from third-party sources or (if appropriate) from your own sales dashboard .

Testimonials and case studies from other customers. Quotes and success stories from or information about other customers, preferably in the same industry as your prospects, will act as social proof and go a long way to backing up your claims.

Competitive context. In all likelihood, your product isn’t the only one a potential customer is evaluating. Savvy sales professionals take the opportunity to proactively communicate how their product stacks up to their competitors’ and anticipate objections.

Customized content. While it might seem tempting to use the same content for every presentation, you should personalize your presentation for each meeting. You might want to use your prospect’s brand colors, find data specific to their market or industry, or reference an earlier exchange. You can find ready-to-use customizable sales decks through a graphic design app, such as Canva.

A glimpse into next steps. Give your prospects an understanding of what new customer onboarding looks like with a slide that includes a direct call to action offering next steps. For some companies, the training and customer support experience can be a value proposition in and of itself.

A note about text in your sales deck : Keep the slides simple and light on text. Your prospects don’t want to look at a wall of words to read. According to data from Venngage , 84% of presenters use visual data in their presentations – and for good reason: You don’t want to overwhelm your audience with text as they listen to you, look at your sales deck and watch the demo.

When you do include text, ensure you use a font (and font size) that can be easily read by everyone sitting in on your presentation.

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What else to bring to your sales presentation

Now that we’ve discussed the story elements of a sales presentation and your slide deck, what else should you bring to the meeting?

Most sales presentations are in-person affairs and include visual elements like a sales deck, handouts or even an in-person demonstration of the physical product. Here are a few things to think about including in your pitch.

13 examples of sales collateral you need to drive revenue

The product.

Nothing sells a product like seeing it in action.

Take Scrub Daddy, a sponge that changes shape depending on the heat of the water. When Aaron Krause, Scrub Daddy’s founder and inventor, presented the product on Shark Tank in 2012 , he demonstrated the sponge cleaning dirty kitchenware and greasy countertops. He also used bowls of water and two 10-pound weights to show the sponge’s amazing morphic abilities.

The tactic paid off: Scrub Daddy partnered with Lori Greiner for $200,000, in return for 20% equity in the business and is now considered one of Shark Tank’s most successful products.

Not all products are easy to demo, so you may have to improvise.

With a physical product, think of the perfect environment for a demo. What would show the product at its best?

With a digital product, make sure you have the technology on hand to show what your product can do (and check beforehand that the tech works). If it’s a mobile app, have your prospects download it. If it’s a platform, consider producing recorded or interactive product demos that can be embedded in your sales presentation.

For items that are too big to be brought in or which are location-specific, you may have to rely on a video as part of the presentation.

7 steps to putting together a brilliant sales demo

Leave behinds.

Depending on the nature of your solution, you may want to have materials you can leave with the prospects in the room.

This can be as simple as contact information or sales literature you pass out at the end of the presentation. It can also be something that’s part of the presentation, like a QR code that allows them to download the demo on their phones. Whatever format you choose, make sure the material is concise and to the point.

Tailoring your sales presentation to speak to your audience

Once you develop a strong sales deck template, it’s tempting to use it over and over with your target audience. Remember, personalization is essential in sales.

During lead generation , prospecting and sales calls, you know that prospects are more interested in buying if your pitches are tailored to them. It’s the same with your sales presentations, especially if you have an unusual prospect.

Let’s say your product is a CRM that’s normally used by sales organizations, but a human resources department is interested in using it to create a recruiting pipeline.

You wouldn’t use a sales deck with sales-related examples to sell it during the presentation.

Instead, you’d research talent acquisition challenges, ask your product department to create a template or a demo aimed at recruiting and build your sales deck accordingly.

Different industries have unique challenges and opportunities. It’s your responsibility to tailor your value proposition and key bullet points accordingly.

“To craft the perfect sales presentation pitch,” advises Danny Hayward, Sales Manager at Unruly , “ensure you take care of these three things:

Ask the right questions beforehand to understand the needs of the client, especially their flaws

Learn your product inside and out

Rehearse, rehearse and rehearse again

Danny Hayward Sales Manager, Unruly

How to nail your sales presentation delivery

Here are a few tried and true sales presentation techniques to make sure you close the deal.

Whether you’re presenting solo or as part of a team, it’s important to plan in advance. Follow these sales presentation tips for preparation.

Practice, practice, practice . You’ll need to get the timing right, especially if your presentation has a lot of moving parts. Go through it to make sure your timing works, so that you can nail the meeting itself.

Make sure everything works . You don’t want to go into a meeting with a faulty PowerPoint presentation or a broken sample – or find out there is no whiteboard when one is integral to your demonstration. Do your best to make sure everything goes to plan.

Decide on everyone’s roles . This one is just for those presenting as a team. Will different sales reps speak through each section? Will one rep talk while the others handle the sales deck and demo? Decide who will do and say what ahead of time.

Know your attendees. Make sure you know who from the prospect company will be in the meeting, their titles and the roles they each play in the buying process. Conducting light social media research can also clue you into attendees’ past experiences or alma maters (information that can fuel pre-presentation small talk and forge closer connections with your audience).

Practice confident body language

Presentations usually happen in person, which is why you need to practice strong body language. You want to look relaxed and confident (even if you’re shaking in your shoes).

Here are some ways you can improve your body language:

Eye contact . Make and maintain eye contact, even in virtual meetings. This shows people you’re interested in them and invested in what they have to say.

Stand up straight . Pull your shoulders back and straighten your spine; fixing your posture is an easy way to convey confidence. You’ll also feel better if you’re not hunched over.

Chin up. It’s hard when you’re in front of people, but don’t look at the floor or your shoes. Face straight ahead and make eye contact (or look at the back wall rather than the floor.)

Have a firm handshake. Some people judge others by their handshakes. Offer a firm handshake to make a good first impression.

Engage your audience

Presentations can span 30 to 60 minutes or more, so you need to be able to hold your prospects’ attention. There are a number of ways to keep everyone interested:

1. Understand your audience’s attention span

The beginning and the end of your presentation are the most memorable, so that’s where you want to use your strongest material.

Rather than leading with your product’s features, use the first few minutes of a presentation to briefly introduce yourself, and share the compelling story we mentioned earlier. If your demo itself is compelling, lead with that.

Then talk about product features and pricing. Your prospects might have already researched it or can look it up afterward, so it’s fine that it’s occupying real estate in the middle of the presentation.

Lastly, finish strong. Return to your story, sharing how your product solved an important problem. Close with confidence, and open the floor for questions.

2. Be funny

Humor can be tricky, so if you’re not comfortable making jokes, don’t force it. If, however, humor is part of your brand voice and you think it will be well-received by your audience, go for it. Humor can be a good way to connect with prospects, make your presentation memorable and relax everyone in the room.

3. Use a little showmanship

The best thing about a sales presentation is that it lets you show off your product. Unlike a pitch, a presentation lets you pull out the stops, make a splash and showcase your solution.

Use this to your advantage and be as memorable as you possibly can.

Sophie Cameron Business Development Representative, CAKE

What to do after the sales presentation to close the deal

The sales cycle isn’t over when the sales presentation ends. Here are some tips on how to wrap up loose ends and close the deal.

Take questions

Encourage questions to show prospects you care about their experience.

Sometimes prospects may want a question answered right in the middle of a presentation. Interactivity is a great sign of engagement. If that happens, stop the presentation and take their questions head-on to show you’re listening and validate their thoughts.

Other times they may sit silently waiting for you to give them all the information they need.

In either case, proactively ask for questions once you’ve ended your presentation. Encourage them to share their concerns. This is a consultative selling approach that works to build a relationship with your prospects.

By the end of your sales pitch, your prospect should be ready to come along with you and start your business relationship.

Outline the next steps of the process. The first could be offering a trial of your product, scheduling a follow-up meeting or sending over a proposal.

Whatever the steps, make sure they’re clearly defined. If you don’t hear from the prospect soon after the proposal, check back in with a follow-up email or call.

How to write a response-worthy follow-up email (with 15 templates)

Great sales presentation examples (and why they worked)

Here are some sales pitch examples you can use to inform your next sales presentation; these examples range from great sales decks to presentations and we’ll explain why they worked so well.

The successful demo

Stephen Conway of vegan chocolate brand Pure Heavenly opened his elevator pitch on the UK’s Dragons’ Den in 2019 by handing out samples of his chocolate. The product, paired with Stephen’s story about wanting to create an allergen-free treat that his young daughters could enjoy, led to three offers.

Why it worked: Conway knew the strength of his product and packaged it in a personal story, betting (correctly) that it would sell itself.

The data-driven presentation

Lunchbox is a restaurant technology company that specializes in online ordering, customer loyalty and guest engagement software. The sales deck the company used to raise its $50 million Series B in 2022 relied on bold visuals and graphs to illustrate its market opportunity, ARR history and competitive differentiators.

Why it worked: The deck tells two stories, one about the company itself and another about the way consumer dining habits have changed in the wake of COVID-19. Lunchbox used data to show how it met the industry’s new pain points for both itself and other companies.

Sales data: How to analyze sales data and a sample Excel spreadsheet

The presenters with overwhelming confidence

When Brian and Michael Speciale went on Shark Tank in 2017 to pitch their product, The Original Comfy, they had very little – no numbers or inventory, just a prototype of a big fleece blanket/hoodie and video of that hoodie being worn everywhere from the couch to the beach. What they did have was a good product and confidence in that product. Their presentation earned them an offer of $50,000 for 30% from Barbara Corcoran.

Why it worked: Corcoran says she bought in because the Speciale brothers had a good idea, the guts to present it and knew they had to strike while the iron was hot. While you probably should be more prepared for your own sales presentation, the Original Comfy story shows just how important confidence is in a sales presentation.

Begin your sales presentation by capturing your audience’s attention and establishing a solid foundation for the rest of your presentation. Here are some steps to consider:

Greet and introduce yourself

Establish rapport

State the purpose and agenda

Address the pain points

Present a compelling hook

Outline the benefits

Establish credibility

Set expectations

Remember to maintain a confident and enthusiastic demeanor throughout your presentation.

The ideal length of a sales presentation can vary depending on factors such as the complexity of the product or service, the audience’s attention span and the context in which the presentation is being delivered. However, keeping a sales presentation concise, focused and within the timeframe is generally recommended.

The conclusion of a sales presentation is a significant opportunity to leave a lasting impression and inspire action from your audience. Here are a few steps you should take to end your presentation effectively.

Include a call to action

Summarize key points

Showcase success stories

Open the floor to questions

Offer additional resources

Here’s an example of how to end your presentation:

“To quickly recap, we’ve covered these key points today: [Summarize the main features and benefits briefly].

“Now, let’s revisit our success stories. Our clients, like [Client A] and [Client B], achieved [mention their specific results]. These successes demonstrate how our product/service can deliver tangible benefits for your business.

“I’d be happy to address any questions or concerns you may have. Please feel free to ask about anything related to our offering, implementation process or pricing.

“Before we finish, I’d like to encourage you to take the next step. Schedule a demo, request a trial or start a conversation with our team. Don’t miss the opportunity to experience the advantages firsthand.

“Lastly, we have additional resources available, such as case studies and whitepapers, to provide you with more insights. Feel free to reach out to our team for any further assistance.

“Thank you all for your time and consideration today.”

Final thoughts

It can be tempting to play it safe with a sales presentation by keeping it to a sales deck and a speech – but a sales presentation should be a show-stopper.

The best sales presentation tells your customer’s story, validates with data, offers a demo and more. It’s a major undertaking that shows the strength of your product. Done well, it keeps your prospects engaged and will make them want to do business with you.

Show customers how your product can push their business forward (or better yet, how your product can make them the superhero) and you’ll have a winning sales presentation that sparks your customer’s interest and drives revenue.

Driving business growth

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35+ Best Sales PowerPoint Templates (Sales PPT Pitches)

Learning to craft successful and better-looking sales presentations is one of the key skills you should master as a marketer or sales rep.

In this digital era, being able to deliver great presentations is not enough. You also need to be able to design attractive and beautiful slides that engage with your audience while adding more context to your speech.

The good news is that you don’t have to be a designer or take courses to design such effective PowerPoint presentations. All you need is the right PowerPoint template.

In this post, we bring you a collection of PowerPoint sales presentation templates to help you find the right designs for your sales plan, proposal, and pitch slide decks. Be sure to save these templates for future events and meetings.

2 Million+ PowerPoint Templates, Themes, Graphics + More

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.

Business PPT Templates

Corporate & pro.

Pitch PowerPoint

Animated PPT Templates

Fully animated.

Maximus Template

Pitch Deck Templates

Startup pitch deck.

Explore PowerPoint Templates

SalesUp – Sales & Marketing PowerPoint Template

SalesUp is a dynamic PowerPoint template designed for effective sales and marketing presentations. With 15 unique slides, a light background, and a widescreen format, this template also includes a handmade infographic feature that can be fully customized for any business. It’s ideal for making your business propositions more impactful.

Sales Growth – Marketing PowerPoint Template

This PowerPoint template is perfect for showcasing your sales and business development journey. It features 15 unique slides, a light background, and captivating handmade infographics, all housed within a widescreen format. The template is fully customizable, allowing a personalized touch to your presentations.

Sales Deck Presentation PowerPoint Template

A versatile PowerPoint template designed to enhance your sales and business presentations. It boasts features like a 16:9 widescreen size, unique slide variations, editable charts and elements, a preset color scheme, and more. This easy-to-use template equips you with infographics for each stage of business development, aiming to boost user satisfaction and improve your brand’s presence.

Modern Sales Strategy PowerPoint Template

This PowerPoint template is a highly customizable slideshow for creating impactful presentations. Featuring a yellow and purple design, the template includes 20 unique slide layouts with easily editable graphics, infographics, and placeholders for pictures. Ideal for a range of business purposes like sales strategies or company profiles.

Dark Sales Strategy PowerPoint Template

A stylish PowerPoint template aimed at enhancing your sales presentations. Featuring a widescreen format, unique slides, editable charts, and elements, it is user-friendly and adaptable to your brand’s needs. From kick-starting a project to improving goal propositions, this template is designed to give your talks an edge.

Sales Plan PowerPoint Template

An expertly crafted PowerPoint template designed to communicate sales strategies and objectives clearly to varied audiences. Its presentation potential spans from showcasing marketing campaigns to 30-60-90 day plans. The template allows for easy customization of features such as pie charts, colors, and text to fit your specific needs.

Sales Growth Strategy PowerPoint Presentation

This is an impressive PowerPoint template that allows you to build sales presentations in minutes. It’s perfect for various needs – be it a sales pitch, an innovative sales strategy display, or regular business meeting. The template includes useful features like fonts, color schemes, and image placeholders.

Sales Growth PowerPoint Template

A carefully crafted PowerPoint template perfect for illustrating sales tactics, performance indicators, and growth plans in a professional and engaging way. Tailored for sales pros, business development teams, and marketing managers, this template, presented in PowerPoint format, offers uncomplicated personalization options.

Business Funnels Infographics PowerPoint Template

This is a unique and professional PowerPoint template to enhance your sales presentations. With 16 characterized slides, it’s easily customizable and comes with drag-and-drop image options, editable charts, and distinctive mockup devices. This template is specially designed to emphasize text readability and usability, ensuring your ideas are well communicated.

Sales Dashboard Infographic PowerPoint Template

This PowerPoint template is perfect for dynamic business and sales presentations and showcasing company profiles. This package features 30 unique, widescreen (16:9) infographic slides, designed for accessibility and ease of use.

Business Sales PowerPoint Presentation Template

Sales presentations don’t always have to be all stats and data, they can be beautiful too. This PowerPoint template allows you to design more effective slideshows with modern layouts with creative animations. There are more than 50 unique slide designs included in this template. You can easily edit and customize them to your preference.

Sales Strategy Powerpoint Template

If you want to make your sales strategy presentations more effective, you should consider creating a slideshow with more visual elements. This PowerPoint template will help you get that job done. It includes 30 unique slides you can use to present your sales plan and strategy in a step-by-step approach.

Sales Pitch PowerPoint Template

A great pitch deck goes a long way to make sure your sales pitch stays on point. It will also help convince your audience of your skills and knowledge on the topic. Be sure to use this PowerPoint template to design such a killer slide deck for your sales pitch presentations. It includes 20 master slide layouts with fully customizable layouts.

Marketing & Sales Strategy PowerPoint Template

There are many different types of charts, graphs, and infographics you need to use in your sales presentations to visualize data and key points. This PowerPoint template includes 30 unique slides you can use to add some of the most popular charts and graphs to your presentations. There are slides for sales cycles, planning, strategy model, B2C and B2B strategy plans, and much more.

B2B Marketing and Sales PowerPoint Template

Whether you’re working on a smart strategy for your B2B marketing approach or creating a master plan to beat your competitors, this B2B marketing PowerPoint template will help you create the best presentation to showcase your plan. It includes a total of 60 slide layouts that can be used to create both marketing and sales presentations.

Sales Meeting – Free PowerPoint Template

This is a free PowerPoint template that comes with a set of slides you can create professional slide decks for sales meetings. It features 30 unique slides with modern designs and fully customizable layouts.

Free Sales Planning Process PowerPoint Template

With this free PowerPoint template, you can create visual presentations for your sales process presentations. There are 35 different slides included in this template that you can edit and customize to change colors, fonts, and images.

Sales – Marketing PowerPoint Presentation

This professional PowerPoint sales presentation template uses a beautiful color scheme to create a consistent look across all its slides. The template lets you choose from 40 different slide designs to create slideshows for all kinds of sales and marketing presentations. The template includes master slides as well.

Sales Funnel PowerPoint Template

Sales funnels are an important part of creating an effective sales strategy. With this PowerPoint template, you can create a presentation to showcase your plan for sales funnels with lots of visual elements. There are 20 unique master slide layouts included in this template that feature important charts, graphs, and infographics for sales funnel presentations.

Sales Proposal PowerPoint Template

With this PowerPoint presentation, you can create professional slideshows for presenting your sales proposals. The template comes with some of the most important slides for sales slide decks, including slides for showcasing your marketing plan and business strategy. Each slide comes in 5 pre-made color schemes as well.

Anasalez – Sales Analysis PowerPoint Presentation

You can make a complete visual analysis of your sales process or plans using this useful PowerPoint template. It comes with more than 50 unique slides that are designed specifically for sales presentations. Each slide is available in both light and dark color themes as well as 10 pre-made color schemes.

Sales and Digital Funnel PowerPoint Templates

This professional PowerPoint template allows you to create more effective slides for showcasing your sales funnels. There are 20 different styles of sales funnel designs included in this template. Each slide can be customized to your preference to change colors, fonts, and images.

Free Creative Sales Strategy Presentation Template

Another free PowerPoint template for creating sales strategy presentations. This template has over 30 unique slides with very creative designs. It features colorful shapes, illustrations, and graphs as well.

Free Sales Process PowerPoint Infographic Slides

Grab this free PowerPoint template to design effective presentations for outlining your sales process. It includes 32 unique slides with many different styles of sales infographic designs.

Dashi – Sales Report PowerPoint Presentation

Dashi is a PowerPoint template made just for professional marketers. You can use it to design visual and beautiful slideshows for presenting your sales dashboards and reports. The template has 10 slides featuring more than 30 character positions, over 2000 vector icons, and 30 business concepts. Each slide is available in light and dark color themes as well as 30 pre-made color schemes.

Sales Pitch Presentation PowerPoint Template

This is a multipurpose PowerPoint template for making all kinds of pitch proposals. Whether it’s a sales pitch, marketing pitch, or even startup pitch decks, this template can handle them all. There are more than 120 unique slides in this template with 6 different color schemes to choose from, making it a total of over 800 slides.

Sales Playbook PowerPoint Template

Creating an attractive slideshow for your sales and marketing campaigns will get much easier when you have this PowerPoint template at your side. It features over 35 unique slide layouts with professional designs. Everything in each slide design, including the colors, fonts, shapes, and images are fully customizable as well.

Sales Process PowerPoint Presentation Template

Use this PowerPoint template to create slides with visual diagrams and graphs for presenting your sales process in a professional way. There are 40 unique slides in this template with useful sales process designs. Each slide is available in 10 different pre-made color schemes, which makes it a total of 400 slides to choose from.

Kanigara – Marketing & Sales PowerPoint Template

Kanigara is another multipurpose PowerPoint template that comes with modern and stylish slides for making all kinds of sales presentations. The template features over 40 slides with beautiful layouts. There are lots of creative graphs, charts, and graphics included in this presentation.

Felicia – Free Sales Presentation PowerPoint Template

This PowerPoint template comes with lots of colorful and creative slide designs for making sales presentations that will surely leave your mark. It includes more than 20 unique slides. And it comes in both PowerPoint and Google Slides versions.

Ardall – Free Sales Presentation Template

Ardall is another free PowerPoint template that’s also available in Google Slides format. This template features a set of modern and professional slides for making sales and marketing presentations. There are 20 slide layouts included in the template.

B2B and B2C Digital Marketing & Sales Presentation

This PowerPoint template works perfectly for creating presentations for both B2B and B2C marketing slideshows. The template includes over 35 unique slides and you can choose from 5 pre-made color schemes as well. The slides are easily customizable to your preference.

Real Estate Marketing & Sales PowerPoint Template

If you’re working on a marketing presentation for a real estate agency, this PowerPoint template will come in handy. It includes 50 unique slides that are designed with property and real estate marketing presentations in mind. They are available in 7 different color schemes.

3D Stairs Diagram for Sales Process Presentation

The stairs diagram is commonly used in marketing and sales presentations to showcase various stats and reports. This PowerPoint template will help you add such diagrams to your presentations with ease. It includes 6 unique slides with 3D-like stair diagram designs.

Ozone – Sales & Marketing Portrait PowerPoint Template

Ozone is a creative PowerPoint template that comes in portrait-style slide designs. There are 50 unique slides included in the template with over 60 master slide layouts to choose from. It features transition animations and infographics as well.

For more great presentation templates, check out our best professional PowerPoint templates collection.

7 Amazing Sales Presentation Examples (And How to Make Them Your Own)

7 Types of Slides to Include In Your Sales Presentation

Inside the mind of your prospect: change is hard, before-after-bridge: the only formula you need to create a persuasive sales presentation, facebook — how smiles and simplicity make you more memorable, contently — how to build a strong bridge, brick by brick, yesware — how to go above and beyond with your benefits, uber — how to cater your content for readers quick to scan, dealtap — how to use leading questions to your advantage, zuora — how to win over your prospects by feeding them dots, linkedin sales navigator — how to create excitement with color, how to make a sales pitch in 4 straightforward steps, 7 embarrassing pitfalls to avoid in your presentation, over to you.

A brilliant sales presentation has a number of things going for it.

Being product-centered isn’t one of them. Or simply focusing on your sales pitch won’t do the trick.

So what can you do to make your offer compelling?

From different types of slides to persuasive techniques and visuals, we’ve got you covered.

Below, we look at data-backed strategies, examples, and easy steps to build your own sales presentations in minutes.

• Title slide: Company name, topic, tagline
• The “Before” picture: No more than three slides with relevant statistics and graphics.
• The “After” picture: How life looks with your product. Use happy faces.
• Company introduction: Who you are and what you do (as it applies to them).
• The “Bridge” slide: Short outcome statements with icons in circles.
• Social proof slides: Customer logos with the mission statement on one slide. Pull quote on another.
• “We’re here for you” slide: Include a call-to-action and contact information.

Many sales presentations fall flat because they ignore this universal psychological bias: People overvalue the benefits of what they have over what they’re missing.

Harvard Business School professor John T. Gourville calls this the “ 9x Effect .” Left unchecked, it can be disastrous for your business.

According to Gourville, “It’s not enough for a new product simply to be better. Unless the gains far outweigh the losses, customers will not adopt it.”

The good news: You can influence how prospects perceive these gains and losses. One of the best ways to prove value is to contrast life before and after your product.

Luckily, there’s a three-step formula for that.

• Before → Here’s your world…
• After → Imagine what it would be like if…
• Bridge → Here’s how to get there.

Start with a vivid description of the pain, present an enviable world where that problem doesn’t exist, then explain how to get there using your tool.

It’s super simple, and it works for cold emails , drip campaigns , and sales discovery decks. Basically anywhere you need to get people excited about what you have to say.

In fact, a lot of companies are already using this formula to great success. The methods used in the sales presentation examples below will help you do the same.

We’re all drawn to happiness. A study at Harvard tells us that emotion is contagious .

You’ll notice that the “Before” (pre-Digital Age) pictures in Facebook’s slides all display neutral faces. But the cover slide that introduces Facebook and the “After” slides have smiling faces on them.

This is important. The placement of those graphics is an intentional persuasion technique.

Studies by psychologists show that we register smiles faster than any other expression. All it takes is 500 milliseconds (1/20th of a second). And when participants in a study were asked to recall expressions, they consistently remembered happy faces over neutral ones.

What to do about it : Add a happy stock photo to your intro and “After” slides, and keep people in “Before” slides to neutral expressions.

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

Example: Slide 2 is a picture of a consumer’s hand holding an iPhone — something we can all relate to.

Why It Works: Pictures are more effective than words — it’s called  Picture Superiority . In presentations, pictures help you create connections with your audience. Instead of spoon-feeding them everything word for word, you let them interpret. This builds trust.

Tactic #2: Use Icons

Use icons to show statistics you’re comparing instead of listing them out.

Example: Slide 18 uses people icons to emphasize how small 38 out of 100 people is compared to 89 out of 100.

Why It Works:  We process visuals 60,000 times faster than text.

Tactic #3: Include Statistics

Include statistics that tie real success to the benefits you mention.

Example: “71% lift driving visits to retailer title pages” (Slide 26).

Why It Works:  Precise details prove that you are telling the truth.

Just like how you can’t drive from Marin County to San Francisco without the Golden Gate, you can’t connect a “Before” to an “After” without a bridge.

Add the mission statement of your company — something Contently does from Slide 1 of their deck. Having a logo-filled Customers slide isn’t unusual for sales presentations, but Contently goes one step further by showing you exactly what they do for these companies.

They then drive home the Before-After-Bridge Formula further with case studies:

Before : Customer’s needs when they came on

After: What your company accomplished for them

Bridge : How they got there (specific actions and outcomes)

Here are some other tactics we pulled from the sales presentation:

Tactic #1: Use Graphics/Diagrams

Use graphics, Venn diagrams, and/or equations to drive home your “Before” picture.

Why It Works:  According to a Cornell study , graphs and equations have persuasive power. They “signal a scientific basis for claims, which grants them greater credibility.”

Tactic #2: Keep Slides That Have Bullets to a Minimum

Keep slides that have bullets to a minimum. No more than one in every five slides.

Why It Works:  According to an experiment by the International Journal of Business Communication , “Subjects exposed to a graphic representation paid significantly more attention to , agreed more with, and better recalled the strategy than did subjects who saw a (textually identical) bulleted list.”

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

Example: After stating “15000+ vetted, ready to work journalists searchable by location, topical experience, and social media influence” on Slide 8, Contently shows what this looks like firsthand on slides 9 and 10.

Why It Works:  The same reason why prospects clamor for demos and car buyers ask for test drives. You’re never truly convinced until you see something for yourself.

Which is more effective for you?

This statement — “On average, Yesware customers save ten hours per week” — or this image:

The graphic shows you what that 10 hours looks like for prospects vs. customers. It also calls out a pain that the product removes: data entry.

Visuals are more effective every time. They fuel retention of a presentation from 10% to 65% .

But it’s not as easy as just including a graphic. You need to keep the design clean.

Can you feel it?

Clutter provokes anxiety and stress because it bombards our minds with excessive visual stimuli, causing our senses to work overtime on stimuli that aren’t important.

Here’s a tip from Yesware’s Graphic Designer, Ginelle DeAntonis:

“Customer logos won’t all necessarily have the same dimensions, but keep them the same size visually so that they all have the same importance. You should also disperse colors throughout, so that you don’t for example end up with a bunch of blue logos next to each other. Organize them in a way that’s easy for the eye, because in the end it’s a lot of information at once.”

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

Personalize your final slide with your contact information and a headline that drives emotion.

Example: Our Mid-Market Team Lead Kyle includes his phone number and email address with “We’re Here For You”

Why It Works: These small details show your audience that:

• This is about giving them the end picture, not making a sale
• The end of the presentation doesn’t mean the end of the conversation
• Questions are welcomed

Tactic #2: Pair Outcome Statements With Icons in Circles

Example: Slide 4 does this with seven different “After” outcomes.

Why It Works:  We already know why pictures work, but circles have power , too. They imply completeness, infiniteness, and harmony.

Tactic #3: Include Specific Success Metrics

Don’t just list who you work with; include specific success metrics that hit home what you’ve done for them.

Example: 35% New Business Growth for Boomtrain; 30% Higher Reply Rates for Dyn.

Why It Works:  Social proof drives action. It’s why we wait in lines at restaurants and put ourselves on waitlists for sold-out items.

People can only focus for eight seconds at a time. (Sadly, goldfish have one second on us.)

This means you need to cut to the chase fast.

Uber’s headlines in Slides 2-9 tailor the “After” picture to specific pain points. As a result, there’s no need to explicitly state a “Before.”

Slides 11-13 then continue touching on “Before” problems tangentially with customer quotes:

So instead of self-touting benefits, the brand steps aside to let consumers hear from their peers — something that sways 92% of consumers .

Leading questions may be banned from the courtroom, but they aren’t in the boardroom.

DealTap’s slides ask viewers to choose between two scenarios over and over. Each has an obvious winner:

Ever heard of the Focusing Effect?

It’s part of what makes us tick as humans and what makes this design move effective. We focus on one thing and then ignore the rest. Here, DealTap puts the magnifying glass on paperwork vs. automated transactions.

Easy choice.

Sure, DealTap’s platform might have complexities that rival paperwork, but we don’t think about that. We’re looking at the pile of work one the left and the simpler, single interface on the right.

Here are some other tactics to use in your own sales presentation:

Tactic #1: Tell a Story

Tell a story that flows from one slide to the next.

Example: Here’s the story DealTap tells from slides 4 to 8: “Transactions are complicated” → “Expectations on all sides” → “Too many disconnected tools” → “Slow and error prone process” → “However, there’s an opportunity.

Why It Works:   Storytelling in sales with a clear beginning and end (or in this case, a “Before” and “After”) trigger a trust hormone called Oxytocin.

Tactic #2: This vs. That

If it’s hard to separate out one “Before” and “After” vision with your product or service because you offer many dissimilar benefits, consider a “This vs. That” theme for each.

Why It Works:  It breaks up your points into simple decisions and sets you up to win emotional reactions from your audience with stock photos.

Remember how satisfying it was to play connect the dots? Forming a bigger picture out of disconnected circles.

That’s what you need to make your audience do.

Zuora tells a story by:

• Laying out the reality (the “Before” part of the Before-After-Bridge formula).
• Asking you a question that you want to answer (the “After”)
• Giving you hints to help you connect the dots
• Showing you the common thread (the “Bridge”)

You can achieve this by founding your sales presentation on your audience’s intuitions. Set them up with the closely-set “dots,” then let them make the connection.

Here are more tactical sales presentation ideas to steal for your own use:

Tactic #1: Use Logos and Testimonials

Use logos and  testimonial pull-quotes for your highest-profile customers to strengthen your sales presentation.

Example: Slides 21 to 23 include customer quotes from Schneider Electric, Financial Times, and Box.

Why It Works: It’s called  social proof . Prospects value other people’s opinions and trust reputable sources more than you.

Tactic #2: Include White Space

Pad your images with white space.

Example: Slide 17 includes two simple graphics on a white background to drive home an important concept.

Why It Works:  White space creates separation, balance, and attracts the audience’s eyes to the main focus: your image.

Tactic #3: Incorporate Hard Data

Incorporate hard data with a memorable background to make your data stand out.

Example: Slide 5 includes statistics with a backdrop that stands out. The number and exciting title (‘A Global Phenomenon’) are the main focuses of the slide.

Why It Works:  Vivid backdrops are proven to be memorable and help your audience take away important numbers or data.

Psychology tells us that seeing colors can set our mood .

The color red is proven to increase the pulse and heart rate. Beyond that, it’s associated with being active, aggressive, and outspoken. LinkedIn Sales Navigator uses red on slides to draw attention to main points:

You can use hues in your own slides to guide your audience’s emotions. Green gives peace; grey adds a sense of calm; blue breeds trust. See more here .

Tip: You can grab free photos from Creative Commons and then set them to black & white and add a colored filter on top using a (also free) tool like Canva . Here’s the sizing for your image:

Caveat: Check with your marketing team first to see if you have a specific color palette or brand guidelines to follow.

Here are some other takeaways from LinkedIn’s sales presentation:

Tactic #1: Include a CTA on Final Slide

Include one clear call-to-action on your final slide.

Example: Slide 9 has a “Learn More” CTA button.

Why It Works:  According to the Paradox of Choice , the more options you give, the less likely they are to act.

Step One : Ask marketing for your company’s style guide (color, logo, and font style).

Step Two: Answer these questions to outline the “Before → After → Bridge” formula for your sales pitch :

• What are your ICP’s pain points?
• What end picture resonates with them?
• How does your company come into play?

Step Three: Ask account management/marketing which customers you can mention in your slides (plus where to access any case studies for pull quotes).

Step Four:  Download photos from Creative Commons . Remember: Graphics > Text. Use Canva to edit on your own — free and fast.

What are the sales presentation strategies that work best for your industry and customers? Tweet us:  @Yesware .

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14 Sales Report Templates to Create Daily, Weekly & Monthly Updates

Written by: Olujinmi Oluwatoni

A popular quote by Matt Maher reads, “In order to move forward, you have to look back.” This also applies to sales reports.

Effective sales reports empower you with insights to refine your sales approach and make well-informed decisions. Without it, your company may have a hard time plotting better sales strategies, hitting goals and increasing sales.

So where do you start? Creating your sales report doesn’t have to be a hard nut to crack.

In this article, we'll discuss how to create a professional sales report. We've also handpicked 10 easily customizable sales report templates that will make your reporting a lot easier.

Let's dive in!

Table of Contents

Benefits of a sales report template, main types of sales report template, 10 sales report templates to know, how to create a sales report with visme, sales report faqs.

• Sales report templates are beneficial because they are customizable and adaptive, provide consistency in sales records,  enable real-time accessibility and improve clarity and visual impact.
• The main types of sales reports include daily, weekly, monthly and yearly sales reports.
• Follow these steps to create a sales report on Visme: Login to your Visme editor, choose a sales report template, input your sales data, customize your sales report, then publish and share your reports.
• Visme's easy-to-use editor, features and customizable templates to create your professional sales reports. Sign-up for Visme to get started.

The best way for you to begin your sales report is with a professionally designed template. Here are some more benefits of using a sales report template.

Customizable and Adaptive

Sales report templates give you enough control over how your data is presented without the hassle of starting from scratch.

You can easily tailor the template to suit your business needs and adjust the information to portray the most relevant metrics. This flexibility gives room for shifting priorities and emerging trends without the need for extensive design or IT support.

Consistency in Sales Reports

Because sales updates aren't a one-time thing, your report structure and format need to be consistent over time. Using a well-designed sales report template ensures uniformity across documents.

It ensures that the key metrics required are not left out, no matter who is assigned the task. This way, more time can be dedicated to analyzing your sales data rather than figuring out formatting styles. You can take advantage of Visme’s dynamic field feature to easily update fields in multiple documents throughout your sales report.

Real-Time Accessibility

Depending on your team's involvement in sales reporting, various persons may be in charge of tracking and analyzing key data.

A sales report template aids seamless collaboration and gives your team instant access to information. Hence, they can update data in real time regardless of their location. This can help when you or your supervisors require data for quick decision-making.

Clarity and Visual Impact

A bunch of numbers grouped together can mean anything to anyone. But they tell a better story when arranged in tables, charts, or graphs.

Sales report templates help to remove the complexity of sales data. It shows visually appealing figures and elements that can instantly improve communication and understanding.

There is no limit to the data you can record for your sales reports . It can span from daily sales reporting to yearly sales reporting and more.

However, the key metrics captured will vary. Here are the main types of sales reports you may use consistently in your business.

Daily Sales Report

A daily sales report highlights your business’s sales performance for the day. Daily sales report templates capture metrics such as daily revenue, units/items sold per product and expenses or updates done during the day.

Your business may use a daily sales report when:

• There's a need to closely monitor your daily performance and track sales trends, identify fluctuations in demand and evaluate how well you’re meeting their sales targets on a day-to-day basis.
• You need to maintain and oversee optimal inventory levels. You can use these reports to gauge how quickly products are selling and ensure there is enough stock to meet customer demand without overstocking.
• You work in retail or restaurants and your business's revenue is collected at the point of sale .

Daily sales reports provide insights into daily cash flow. This information is essential for managing cash reserves and ensuring operational stability.

A daily sales report is usually one page long, as it doesn't contain much information or require complex data visualization.

Weekly Sales Report

Weekly sales reports assist in operational decisions and facilitate data-driven discussions that help align teams on sales goals and strategies. It helps you answer questions like:

• Which products, regions, or customer segments drive our sales growth?
• What sales activities and channels generate the highest returns?

Weekly sales reports provide insights into individual and team sales performances. It also helps you view metrics such as total weekly revenue, the early impact of promotions or marketing campaigns and weekly trends.

You can compare these trends with previous weeks or analyze the days in the week. Weekly sales reports help you see if people shop better on weekends or what products perform better during rush hours or on different days.

Monthly Sales Report

A monthly sales report provides a snapshot of your business’s sales activities over the past month. It helps you see what trends are emerging over a longer period and the real impact of your marketing or sales efforts.

Monthly reports enable decision-makers to draw meaningful insights that can influence strategy for the next month or quarter. The beauty of monthly sales reports lies in their ability to detect shifts in consumer preferences or demand for particular products or services.

These reports capture key metrics such as monthly client acquisitions, profit/loss statements, total revenue, key performers and more. By utilizing monthly sales report templates, you can streamline your data organization and analysis. These templates incorporate charts, graphs and tables that enhance the visual representation of your data.

Annual Sales Report

The annual sales report is a crucial tool for tracking your business's success over the year. It offers a clear picture of your sales accomplishments, comparing them with the goals you set. From understanding trends to spotting your best-selling products and highlighting areas needing a boost, this report is a goldmine of targeted information.

Use this report at the end of the business year to analyze sales trends, identify efficient operations and highlight areas for improvement. The key metrics in an annual sales report include total revenue, sales growth, sales by product or service, sales relation to targets and more.

Here are ten professionally designed sales templates that can aid in your daily, weekly, monthly, or even yearly sales updates.

Pyramid Chart Template

Imagine effortlessly crafting a chart that expertly showcases your sales distribution across countries or continents. This dynamic pyramid chart template serves as your quick and easy sales distribution report.

With this template, you can spotlight your product’s top sales regions. This can provide an overview of your product’s performance and ignite meaningful discussions and deliberations.

Visme's user-friendly drag-and-drop editor makes it easy to customize, allowing you to tailor the chart to reflect your business needs. With a few clicks, you'll have a chart that doesn't just present data but tells a captivating story in your sales reports.

Sales Daily Report Template

Keep track of your stores' daily operations with this daily sales report template. It captures all important metrics in a simple table format. With this template, all you have to do is input your sales data for the day into the table and modify the date of the report.

Feel free to customize your daily report by adding your logo, icons and unique data widgets.

You can easily collaborate with your team members while preparing your sales report using Visme’s collaboration tool . Simply add them to your document so they can drop their comments and feedback. With that, there’s no back-and-forth of corrections on your reports. Additionally, with Visme’s workflow management features , you can easily assign roles, manage tasks, set and track deadlines, monitor changes and much more.

Watch this video to learn how the collaboration and feedback tool works.

Modern SaaS Quarterly Report Template

Use this SaaS sales report template to uncover your company’s quarterly performance. This template has a modern and professional design with dynamic lines and bright colors that catch your audience’s eye.

You can take advantage of Visme’s icons , shapes and widgets to highlight your key indicators, such as retention rate, churn rate, product performance and more. Don’t forget to communicate your suggestions at the end of your report to aid in better planning for the next quarter.

Additionally, you can check out our comprehensive guide to creating a quarterly sales report . It includes a step-by-step process and free templates that you can use to create your own.

Promotional Sales Report Template

Say you decided to run a sales campaign during a festive season or holiday. This promotional sales report template can clearly display your campaign goals, funnels, results and observations.

This template has a vibrant design with attention-grabbing colors and content blocks. Its table of contents and eye-catching timeline ensure your message resonates with your audience.

Weekly Profit Statement Report Template

Whether you're a tech startup, a small business, or an established corporation, Visme's weekly profit statement report template is your go-to choice for highlighting your company’s weekly financial performance.

This weekly sales report template contains insightful metrics like an increase in weekly profit, the bestselling items of the week, the net profit achieved and more. It also compares these metrics with the previous week for better understanding.

You can easily customize this sleek template with high-resolution stock photos that subtly enhance your sales report. To make your sales report more aesthetically pleasing, use Visme's AI image edit tools . These advanced features allow you to edit, touch up, unblur and upscale images just from text prompts. It makes enhancing your sales report with high-quality images a hassle-free task.

Monthly Sales Report Template

This monthly sales report template is your go-to solution for sharing vital insights and performance metrics with your supervisors or company stakeholders.

Your monthly sales reports contain data from your daily and weekly sales reports and offer a clear analysis. This template measures the total units of products sold in the month, the increase in sales rates and revenue performance per product.

Utilize interactive features like clickable pop-ups to reveal larger data sets or hover effects to reveal information about chats. This will not only give your readers an immersive experience but add more value to your sales reports.

If you're short on time, you can quickly put together professional sales reports using Visme's AI document generator . Generate a first draft from a text prompt, select your design style and the tool will generate text, images, icons and other design elements. You can further customize the template inside Visme to give it the finishing touches.

Corporate Sales Operational Report Presentation Template

Present your company’s sales achievements with this polished corporate sales report presentation. This template begins with a brief executive summary that highlights the key data discussed in the report.

With this sales presentation template, you can showcase your company’s top performers, key achievements and milestones. You can also include your recommendations and a brief recap of your presentation at the end of your presentation to aid discussion.

Sales Progress Report Template

This sales progress report template is ideal for not just tracking your sales data over a long period of time but also highlighting challenges faced that may have hindered growth.

Including this in your sales report will put into perspective the setbacks your team faced during the month or quarter and can spur discussions on solutions or strategies to combat those setbacks.

Nevertheless, this template beautifully highlights the targets that were accomplished and encourages your team to do more.

Yearly Sales Report Template

This bright and fun template captures your business’s sales operations and activities for an entire year and presents them in a streamlined and understandable manner.

This yearly template records metrics such as the best and worst performing products of the year, as well as the product-to-revenue ratio breakdown.

With a rich and user-friendly layout, this yearly sales template incorporates Visme’s data visualization tools with charts, graphs and diagrams, giving you a clear and complete view of your sales data.

Sales Analytics Report Template

When the sales and marketing departments collaborate, you get a sales analytical report that highlights the efforts and results for each team.

This adaptable template is equipped with sections dedicated to product revenue generation, product demand per month, marketing and sales KPIs, sales revenue, forecasts and more.

With these sales analysis templates, you can monitor your sales cycle and track the impact of your sales and marketing tactics.

With little to no design skills, you can create a visually appealing and effective sales report for your business's needs. Here are five steps to create your sales report with Visme.

1. Create an account or log in to your Visme Editor

You can create an account or log in to the Visme editor. You’ll have access to tools, features and a vast library of templates to choose from.

2. Choose a Sales Report Template

Go over the list of sales report templates we have discussed here or browse through Visme’s large library of templates and choose one that fits your sales needs and goals.

You can try your hands on one or two templates before you decide which one to go with. Each template is easily adjustable, so you won't have difficulty working with anyone.

Hear what one of your users has to say about Visme’s templates:

Graphic Designer

3. Input your Sales Data

Once you have chosen your template, simply input your sales data and key metrics into the designated space provided. If you want to input data manually, simply type into the chart data table on the left side of your screen.

You can easily update the table in your template and include more rows, columns, or categories. You can also import your sales data from Google Sheets, Excel, Google Analytics or Survey Monkey to update bar charts or graphs.

Read this resource to learn more about importing your data into your charts or graphs.

Changing the format of your data is also very easy on Visme. You can adjust your vertical bar chart to a pie or line chart and vise-versa, all with a click! And you don’t have to worry about losing your data or its essence.

Furthermore, you can use Visme's AI text generator for any part of the writing process. You can use it to easily create an initial draft, plan structure, check grammar and adjust the content length. Not only does it jumpstart your creative process, but it also ensures your report is polished and error-free.

4. Customize your Sales Report

Once you fact-check your sales data and key metrics in your report, feel free to customize the sales report template to suit your brand voice, tone and look.

You can adjust the template's font size, type and colors. And if you’d prefer easier customization, you can take advantage of Visme’s brand tool kit , which automatically creates branded documents with your brand assets.

Visme’s easy drag-and-drop feature allows you to add text, icons, widgets and more to your design without stress. You can also add your own professional photos or create new ones with Visme's AI image generator . Simply input the right prompts and you’ll have your professional photos in minutes.

5. Publish and Share your Professional Sales Report

After you’re done customizing your sales report to suit your brand, you can easily share and publish your document . You don’t have to worry about converting your sales reports to various formats or losing the quality of your design along the way.

Visme allows you to download your sales report in PDF, PPTX, or LMS format. You can also share your sales report online if you have a virtual team meeting or privately. Take advantage of Visme’s analytics feature to track your document and know who has viewed it.

You can use Visme's AI report writer for a more streamlined and time-saving process. This AI tool helps you create text and layouts for your report and offers various customization options. With this tool, you can effortlessly handle the report's base details while focusing on perfecting the final version.

Q. What Should Be Included in a Weekly Sales Report?

A weekly sales report should include:

• Number of sales made: Refers to the total number of transactions completed during the week.
• Total revenue: This represents the total amount of money earned from all weekly sales.
• Average transaction value: Calculates the average value of each sales transaction made across the week.
• Sales by product or service: Breaks down the week's total sales by each specific product or service.
• New customer acquisitions: Counts the number of new customers who purchased during the week.
• Progress towards weekly sales targets: Measures how closely the team is to meet its designated sales goals for the week.
• Current prospects: Identifies potential sales or deals currently being pursued and could close soon.
• Lost sales: Captures potential sales that did not materialize during the week.

Q. What Is a Sales KPI Report?

A sales KPI report is a document that tracks a sales team's performance against specific goals using key metrics. It helps assess the business's health, spot trends and identify areas for improvement to enhance sales outcomes.

Q. What Should Be Included in a Daily Sales Report?

A daily sales report should include critical sales metrics to evaluate the day's performance. These include:

• Sales revenue: Total money earned from all sales made during the day.
• Units sold: The total number of individual items or services sold during the day.
• Average order value: The average amount of money spent per transaction within the day.
• Sales by product: A breakdown of sales figures per individual product sold during the day.
• Sales by channel: An observation of different sales channels throughout the day to distribute sales.
• Sales by customer: Analyzing sales data based on individual customers allows us to identify who made purchases during the day.
• Sales by time: An hour-by-hour sales overview to identify the busiest times of the day for sales.

Q. What Does a Good Sales Report Look Like?

A good sales report should be concise, visually appealing and easy to understand. It should include key metrics and insights that help the reader make data-driven decisions about sales performance.

Q. What Should a Monthly Sales Report Look Like?

A comprehensive monthly sales report should cover total sales, monthly growth, product performance, customer insights, sales channels and team achievements. Include data visualizations and actionable recommendations to enhance understanding and decision-making.

Create & Share All Your Sales Reports with Visme

Crafting detailed sales reports will help you make informed decisions, identify opportunities for growth and optimize your sales strategies.  Whether you are documenting your daily, weekly, or monthly sales activities, Visme's report maker offers a clear and easy way to present your sales performance.

Visme's sharing and collaboration tools allow you to quickly collaborate with all relevant parties in real-time and disseminate your sales reports beyond the constraints of a single meeting.

Beyond sales reports, Visme allows you to create sales collateral , training materials and other sales enablement content to improve sales performance. If you’re ready to take your sales game to the next level, create your Visme account right away!

Put together effective sales reports with Visme

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About the Author

Olujinmi is a Content writer for Visme who creates human-first SEO content. She loves helping businesses smash their ROI goals with strategic content development and optimization. When she’s not writing, you’ll find her composing songs.

11 Sales Report Templates & Examples: How to Create a Sales Report Fast

As a sales manager, you have a lot of responsibilities on your plate—including the task of creating sales reports that executives can quickly wrap their heads around.

Aside from managing your sales team, providing coaching, and ensuring growth, sales managers and directors are also tasked with collecting the right data and presenting it to leadership.

I know firsthand that this can be a bit overwhelming. The good news is that creating an effective sales report doesn't have to be stressful. With the right tools and a solid sales report template, you can create an actionable sales report in just a few minutes.

Before we discuss strategy, let's quickly define a sales report and determine which data points it should include.

What is a Sales Report?

Sales managers and other stakeholders use this data to understand overall sales activity and sales team performance, spot issues in the sales process, and make more informed business decisions.

The sales report may also map out effective growth strategies, identify the company’s ideal customers , and outline strategies to streamline the sales process .

Sales reports are usually created by team leaders or sales managers , and are formatted to communicate important data to specific teams or leaders effectively.

You can design your sales report as a multi-page document, an Excel document, a graph, or even a graphic presentation .

How to Write a Sales Report in 5 Steps

Anyone can stuff numbers into a report and drone on in a long meeting. The real challenge is creating a sales report that communicates the right data about the sales process and doesn’t put your audience to sleep. That requires a special touch.

Here are five steps to creating a successful sales report that won't bore your audience to tears.

1. Identify the Purpose of Your Sales Report

The purpose of your report is to share sales metrics. But you can’t possibly fit in every bit of sales data. Instead, focus on the data that helps you or the company achieve specific goals.

Ask yourself why you’re putting together a sales report in the first place. Are you measuring the effectiveness of your promotional campaigns? Do you want to identify interesting sales trends for a sales forecast ? Is your sales report designed to motivate your team or make sure they're making enough outbound calls? Or is it a useful snapshot of sales KPIs for your sales operations team to work with?

The purpose of your sales report is to help you gather and analyze the right kind of data. It will also help you determine the scope of your report, like the time to report.

2. Know Your Sales Report's Audience

Once you know exactly why you’re creating a sales report, the next step is defining your audience so your report can focus on the information they care about.

You wouldn't send the same cold email to a CEO and a marketing director, right? You shouldn't send them the same sales report, either.

A marketing head, for example, is likely interested in details like which marketing campaigns led to the most profitable sales. Your sales director is likely interested in whether reps will meet their quotas.

However, the CEO and other decision-makers are more interested in the “big picture,” such as the company's overall growth, than in the specifics of every campaign.

3. Gather Your Sales Data

Now that you've outlined the purpose and audience for your sales report, it’s time to gather sales data, filter the information, and analyze it. This is the fun part! (Or maybe that's just me.)

Make sure your data collection process is goal-oriented and hassle-free. If possible, use tools that integrate with your CRM or other sales software —this will make pulling the data a lot easier.

Start by outlining the metrics you want to include in your report and the overall trends you think matter. A standard sales report includes core KPIs, team performance, number of goods sold, net revenue retention , net sales, profits, and customer acquisition costs .

You might also include sales growth, regional sales, new opportunities, team performance , or other relevant metrics.

You'll need to clean up or filter the data to remove duplicate records and focus on specific areas to improve data accuracy. For example, if you want to share sales metrics for North America, you'd exclude international numbers.

Next, define the period your report will cover. It’s usually a good idea to compare two different periods—current and previous—for example, you might compare metrics month over month or year over year.

4. Create Engaging Visuals to Highlight Important Sales Metrics

Have you ever sat through a meeting where the presenter reads slides full of text? It's boring—and worse, absorbing data that way is harder.

The way you present data is just as important as the data itself. This is where data visualization can help. Instead of expecting managers to go through spreadsheets full of numbers, use graphs and charts to clearly illustrate the impact of important data, contributing significantly to sales performance management .

For example, a line graph can show the revenue increase or decrease over time. A pie chart can illustrate how much each product contributes to total sales. Bar graphs can be used to compare employee performance.

Visualizing data helps make your sales report easy to understand and digest. It can also highlight important trends and challenges in key sales metrics that might impact sales performance in the coming months.

Plus, using visuals helps you put together a great-looking report that keeps your audience from dozing off.

To create data visualizations, such as graphs, charts, and maps, to use in your reports use a data visualization tool like Google Data Studio .

If your reports highlight challenges/places where you're falling short, consider a SWOT analysis to pinpoint the cause.

Psst...curious about the factors influencing total contract value ? Check out our article!

5. Explain What the Sales Numbers Mean

On their own, numbers can be misleading and lead to erroneous judgments.

This is why it is important to always contextualize the data you present instead of just handing over numbers.

What are the Different Sales Report Types?

There are tons of different types of sales reports, and there's no one right document for every organization. Different teams in the same organization may use different sales reports to highlight different data.

Most reports cover a specific time period, such as daily, weekly, monthly, and quarterly sales reports. However, reports may also cover different steps in the sales process.

Here are the most common types of sales reports-and when to use them.

1. Sales Pipeline Report

The sales pipeline report shares the value of your sales pipeline and how the number of deals in each stage of the pipeline. It highlights how many deals could be lost how many will be won, and how this might impact the company’s overall revenue.

Within the pipeline, all of the key stages of the deals are outlined to provide a clear picture of how daily, weekly, and monthly sales cycles are performing.

Pipeline sales report in Close

Use this sales report to : Showcase success or challenges in your sales pipeline.

2. Conversion Rate Report

A conversion rate, or win rate, report shows how effectively your sales team converts new leads into new customers.

This valuable data provides insights into the strength of your overall sales strategy and highlights the performance of sales representatives and sales teams.

Looking into individual salespeople's conversion rates can show you exactly how that person is performing as well as their overall strengths and weaknesses.

If leads are not turning into won deals and new customers, conversion rate reporting on each stage of the sales process will help you identify areas for improvement.

Use this sales report to : Highlight the difference between leads that close and ones that don't or to highlight the difference in performance between sales reps/teams/campaigns.

3. Customer Churn Report

The churn rate shows the overall rate at which a customer will stop doing business with your company or using your product.

The churn report will show you when customers move on, and it can show you why by providing insights into overall trends.

Churn rate matters to sales because a high churn rate could mean you're targeting the wrong prospects.

Use this sales report to: Track the number of customers to churn and traits they share, such as company size, sales rep, lead source, etc.

4. Sales Forecast Report

A sales forecast is a detailed report estimating how much a company, sales team, or salesperson will sell every week, month, quarter, or year.

A sales forecast helps you spot potential problems early on, when it's still possible to avoid or fix them.

In Close, you can easily forecast future sales using the detailed values in the Pipeline View:

‎ Use this sales report to : Predict future sales by rep, team, location, or lead type.

5. Deals Won and Deals Lost

Tracking deals you win and lose helps you see how the business is doing and how specific sales efforts pay off.

This report will also unlock insights into which of your products are more popular than others.

Using the right data, you can spot trends related to top-performing product offerings and maximize those opportunities to win more business.

Won and lost reports will also help sales managers understand how their sales teams and reps perform individually.

Use this sales report to : Track trends in won and lost deals by product type, company details, sales teams, or specific reps.

6. Average Deal Size

The deal size report helps you determine the number of sales needed to achieve a specific revenue target.

For example, If every won deal produces $5,000 of revenue and your sales goal is $50,000, then you know that your team needs to close ten new deals within that time frame.

This can also assist in planning sales capacity and resource allocation .

Use this sales report to : Track the impact of discounts, rep performance, overall business growth, and campaign impact.

7. Sales Calls Report

You can track the effectiveness of your sales reps by measuring the number of sales phone calls they make to their prospects.

Close Call Explorer

This can help you understand if there are any gaps in close rates or any discrepancies between the number of phone calls versus the number of closed deals.

The call reports can also help you isolate specific metrics and segment data about individual prospects being called.

Activity Comparison Report in Close

Use this sales report to : Set benchmarks for new hires, gather data about valuable leads, and optimize your sales process.

CREATE YOUR OWN SALES REPORT IN CLOSE

4 Free Sales Report Templates (Downloadable in Google Sheets & Microsoft Excel Format)

Now that you understand the importance of sales reports let’s look at a few of the most popular templates. These templates can be accessed in Google Drive or Excel and easily copied and pasted to make them your own.

1. Daily Sales Report Templates

This basic daily sales report template for sales executives includes access to an extensive inventory list you can use to monitor the sales of multiple product lines. If you’re just getting started and a basic template is all you need, try this free daily sales report template in Google Sheets format (you can also download a Microsoft Excel version), brought to you by SmartSheet.

2. Weekly Sales Report Template

Use this weekly sales revenue report template to monitor and keep track of sales activity for a given week against a specific sales goal . Brought to you by Microsoft , this free Google Sheets & Microsoft Excel template allows you to track actions of each salesperson's activities in multiple locations and across several product lines.

3. Total Sales Report Template (with Pivot Table)

Do you love pivot tables? You'll like this sales report template. This spreadsheet (and Google Sheets) makes monitoring product sales and customer performance closely over each quarter easy. You can quickly add customer names and sort by product or customer.

You can download the performance report in Google Doc format and make a copy for your own sales reporting purposes.

4. Sales Forecast Tracker

This monthly sales report template comes from our list of the best sales forecasting templates . It’s designed to help small businesses track sales opportunities, who are assigned to each lead, which phase in the sales pipeline, and the probability of closing the deal.

You can then quickly run essential sales forecast estimates to see how many deals will come through at the end of the month.

Using Sales Reports in Close

Creating sales reports can be a PIA, even when you use a template like the ones we listed above. If those templates aren't quite what you're looking for, try Close's sales reports here .

Our reports feature tons of data, including real-time sales activity reports, success rates, and a team leaderboard. Even better, no Excel formulas are needed. 🙌

Quick Tips to Improve Your Sales Reports

Whether you are a small business (using a small business CRM ) or an enterprise organization with massive resources, the steps above will help you assemble a sales activity report that gets the job done.

However, if you want to be better than average, you'll need to go the extra mile. These strategies will help you create a sales report that delivers actionable data quickly. (And it makes you look good to your boss.)

Start with a Sales Report Summary

Most business reports start with an executive summary —there's a reason for that. Decision makers are busy, so delivering the most relevant data as fast as possible is in your best interest.

Provide a brief overview of the report, including key highlights and takeaways. What data do you have to share? What does it mean, and why does it matter?

Use your top-level sales metrics to create a summary that helps grab attention and tells your audience what to expect so they’re better prepared to process that information.

This could include an initial summary of the following:

• Total number of sales
• Total sales volume
• Total deals in the pipeline
• Total revenue

If you spot major opportunities or possible challenges, include those as well.

Cut Out the Fluff in Your Sales Reports

It can be tempting to include too much in your sales report. But more isn't always better. Instead of stuffing every bit of data into every report, think about who will see it and what data matters to them. This might sometimes mean creating multiple sales reports for different departments.

If you're struggling to remove data, consider adding a "Trends to Monitor" section at the end. List metrics and changes you're monitoring and what impact they might have in the long term.

Use a Sales Report Template

If you don’t have time to design and format a sales report from scratch, use one of the templates above. There are two main benefits of using a sales reporting template:

• A good sales report template provides a well-structured skeleton, so you only need to input your data and information.
• This can help you save a lot of time and effort while still ensuring that you end up with a beautiful and organized report.

Automate Your Sales Reporting with a CRM

If your company uses customer relationship management (CRM) software , you can easily use it to generate a customized and detailed sales report.

Traditional tools like Microsoft Excel or Google Sheets are good for storing data and performing complex calculations, but you must set up formulas and format the sheets from scratch. That's time you could be used to following up on leads or, you know, scrolling Reddit.

A CRM , however, makes it easier to generate a report almost immediately because it's already tracking and storing your sales data in real-time. Whether you're a startup using a CRM or a small business owner seeking to improve your bottom-line metrics, having great sales reporting is essential to making data-informed decisions about how to grow your business best.

You can easily view any time frame, set custom date ranges, compare to previous periods, and analyze sales rep performance.

By automating parts of your sales reporting process, you can reduce the time and effort required to assemble a report that engagingly conveys relevant information.

Most CRMs offer several reports you can generate and customize to fit your needs.

Ready to Create Better Sales Reports?

Sales reporting might not be your favorite part of the job, but it is crucial to growing your business and closing more deals.

Sales reports show what strategies are working and what aren't and highlight opportunities for growth. And they help your boss see when you or your team are killing it.

Follow the steps to create a sales report that conveys the right information and has maximum impact.

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Monthly Sales Report Presentation

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Avoid These 3 Pitfalls When Giving a Sales Presentation

• Terri L. Sjodin

Lessons from a study of almost 5,000 sales professionals.

A study examined the habits of almost 5,000 sales professionals whose livelihoods depend on their ability to build and deliver persuasive presentations. The findings revealed 12 common mistakes that were consistently self-reported among respondents. Here are the top three to avoid when giving a sales presentation: being overly informative vs. persuasive, failing to close, and “winging it.”

When you work in sales, no business skill is more essential than effective communication. This is especially true when it comes to giving presentations, whether you are presenting in person, over the telephone, or via a videoconferencing platform. Getting to the point, connecting with others quickly, and making a strong pitch can be the difference between moving a transaction forward or losing an opportunity.

• TS Terri L. Sjodin is an award-winning speaker who has specialized in helping people build and deliver more polished, persuasive, and effective presentations for over 30 years. She is the principal and founder of Sjodin Communications , a public speaking, sales training, and consulting firm based in Newport Beach, CA. Her latest book, Presentation Read y , (McGraw-Hill, March 2024) expands on this material.

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Moscow Method

What do you think of this template.

Product details

At its core, the MoSCoW method is simply a prioritization framework that can be applied to any kind of situation or project, but it works best when a large number of tasks need to be ruthlessly whittled down into a prioritized and achievable to-do list. The core aim of the process is to classify tasks into four buckets; Must, Should, Could and Won’t. As you can probably fathom, Must is the highest priority bucket, and Won’t is the lowest. You can also presumably now see where the funny capitalization in the term ‘MoSCoW’ derives from. One of the primary benefits of a MoSCoW exercise is that it forces hard decisions to be made regarding which direction a digital product project will take. Indeed, the process is usually the first time a client has been asked to really weigh up which functions are absolutely fundamental to the product (Must), which are merely important (Should) and which are just nice-to-haves (Could). This can make the MoSCoW method challenging, but also incredibly rewarding. It’s not uncommon for there to be hundreds of user stories at this stage of a project, as they cover every aspect of what a user or admin will want to do with the digital product. With so many stories to keep track of it helps to group them into sets. For example, you may want to group all the stories surrounding checkout, or onboarding into one group. When we run a MoSCoW process, we use the following definitions. Must – These stories are vital to the function of the digital product. If any of these stories were removed or not completed, the product would not function. Should – These stories make the product better in important ways, but are not vital to the function of the product. We would like to add these stories to the MVP build, but we’ll only start working on them once all the Must stories are complete. Could – These stories would be nice to have, but do not add lots of extra value for users. These stories are often related to styling or ‘finessing’ a product. Won’t – These stories or functions won’t be considered at this stage as they are either out of scope or do not add value.

The first two slides of the template are similar in design and structure. These slides can be used to provide general information to the team about the client’s needs. The slides will be useful for the product owner, development team, and scrum master. The next slide groups user stories into vertical columns. You can also set a progress status for each user story. The last slide gives you the ability to specify the time spent on each user story. After summing up the time for each group, the team can understand how long it will take them to complete each group. All slides in this template are editable based on your needs. The template will be useful to everyone who uses the Agile method in their work.

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Our Q2 2024 sales and earnings report

July 30, 2024

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Merck’s ( NYSE: MRK ) Q2 2024 results demonstrate strong business momentum and further progress in our diverse pipeline. Our company announced worldwide sales of $16.1 billion, an increase of 7% from Q2 2023.

“Our business is demonstrating strong momentum as we exit the first half of the year,” said Rob Davis, chairman and chief executive officer. “Through excellent scientific, commercial and operational execution, we’re achieving significant milestones for our company and for patients. I am proud of our dedicated teams around the world that are working tirelessly to advance our deep pipeline as we continue delivering innovation that solves unmet medical needs.”​

Merck anticipates full-year 2024 worldwide sales to be between $63.4 billion and $64.4 billion. ​

Find more details on Q2 2024 results below.

Listen to the sales and earnings call

Read the press release

Download infographic

Where We Work: Our global hub in Zurich 

Our former CEO Dr. Roy Vagelos honored for role in helping China combat hepatitis B  

Explore more in

Forward-looking statement of merck & co., inc., rahway, n.j., usa.

This website of Merck & Co., Inc., Rahway, N.J., USA (the “company”) includes “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. These statements are based upon the current beliefs and expectations of the company’s management and are subject to significant risks and uncertainties. There can be no guarantees with respect to pipeline candidates that the candidates will receive the necessary regulatory approvals or that they will prove to be commercially successful. If underlying assumptions prove inaccurate or risks or uncertainties materialize, actual results may differ materially from those set forth in the forward-looking statements. Risks and uncertainties include but are not limited to, general industry conditions and competition; general economic factors, including interest rate and currency exchange rate fluctuations; the impact of pharmaceutical industry regulation and health care legislation in the United States and internationally; global trends toward health care cost containment; technological advances, new products and patents attained by competitors; challenges inherent in new product development, including obtaining regulatory approval; the company’s ability to accurately predict future market conditions; manufacturing difficulties or delays; financial instability of international economies and sovereign risk; dependence on the effectiveness of the company’s patents and other protections for innovative products; and the exposure to litigation, including patent litigation, and/or regulatory actions. The company undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events or otherwise. Additional factors that could cause results to differ materially from those described in the forward-looking statements can be found in the company’s Annual Report on Form 10-K for the year ended December 31, 2023 and the company’s other filings with the Securities and Exchange Commission (SEC) available at the SEC’s Internet site (www.sec.gov). No Duty to Update The information contained in this website was current as of the date presented. The company assumes no duty to update the information to reflect subsequent developments. Consequently, the company will not update the information contained in the website and investors should not rely upon the information as current or accurate after the presentation date.

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Sales reporting powerpoint presentation with slides

Showcasing sales report and impressing the top management of your company at the same time is near to impossible task. But this can be achieved if you use our 67 slides content- ready Sales Reporting PowerPoint Presentation With Slides. This PowerPoint sample show has all the right slides like compassion, financials, segmentation, new market location, timelines, action plan, case study, clients partners, problem challenges, solution to the problem, our product, key product service offerings, our advantages, us vs. the competition, our offerings vs. the competition, pricing package, product testimonials, product traction, project delivery timeline, service level agreement, and many more. This sales reporting PowerPoint sales sample file will assist you reach the target and get potential buyers. Impress your fellow workers and company heads with this professional and visual PPT deck presentation. This sale reports presentation slides also carries slides like agenda, key managers and contact, our mission, our team, about us, company overview, multilevel hierarchy, matrix chart, mind map chart, post in notes etc. Download our Sales Reporting PowerPoint Presentation With Slides today and capture the spectators attention. Presenting trade and target achievement reports is an unending process. However, don’t panic! Winning sales reporting with our pre made PowerPoint show is quick and easy. Within minutes of downloading our PowerPoint slide deck you are ready with your sales reporting PowerPoint presentation. To cast spotlight on each significant subject of a sales report we have included PPT slides like financials, targets with arrow, action plan, the problem challenges, our solutions for the problem and many more. Best part is that this PPT sample works well for business professionals of sales, sales planning, sales strategists and even for marketing executives.

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Presenting Sales Reporting PPT with a set of 63 slides to show your mastery of the subject. Use this ready-made PowerPoint presentation to present before your internal teams or the audience. All presentation designs in this deck have been crafted by our team of expert PowerPoint designers using the best of PPT templates, images, data-driven graphs and vector icons. The content has been well-researched by our team of business researchers. The biggest advantage of downloading this deck is that it is fully editable in PowerPoint. You can change the colors, font and text without any hassle to suit your business needs.

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Content of this Powerpoint Presentation

Slide 1 : This slide introduces Sales Reporting. State Your Company Name and get started. Slide 2 : This is an Agenda slide. State your agendas here. Slide 3 : This is Our Mission slide. State company mission here. Slide 4 : This is Our Mission slide. State company mission here. Slide 5 : This is an Our team slide with name, designation and text boxes to state information. Slide 6 : This is an About Us slide. State company/team specifications here. Slide 7 : This is Company Overview slide to state company specifications on world map image. You may change the slide content as per need. Slide 8 : This is Company Overview slide to state company specifications with silhouettes imagery. Slide 9 : This is a Compare Infographic Butterfly Chart slide to show product/entity comparison. Slide 10 : This is a Financial score slide to present financial aspects etc. Slide 11 : This slide shows Target With Arrow image board. Showcase targets, goals etc. here. Slide 12 : This slide shows Segmentation. Showcase target market, segmentation factors etc. here. Slide 13 : This slide showcases New Market Location on a world map image. Slide 14 : This is a Timeline slide to show company growth, evolution, milestones etc. Slide 15 : This is an Action Plan slide with human and target imagery. Slide 16 : This is an Action Plan slide to state the course of planning, action tactics etc. Slide 17 : This is a Case Study slide showing client, the problem, solution and results. Slide 18 : This is a Case Study slide showing client background, the challenges, solution & benefits etc. Slide 19 : This is a Case Study slide showing Our Unique Approach etc. with imagery and text boxes to state information. Slide 20 : This slide presents Clients Partners to be dipslayed. Slide 21 : This is a Business Quotes slide to convey, express or state your beliefs, message etc. Slide 22 : This is the Pitch slide to state What, How and Why of the respective topic. Slide 23 : This is the Pitch slide to state How Do you solve this problem. Slide 24 : This slide showcases The Problem Challenges with icon imagery.  Slide 25 : This slide showcases The Problem Challenges faced. State the kind/number of problems, issues etc. here. Slide 26 : This slide showcases Our Solution To The Problem. Present your solutions here. Slide 27 : This slide showcases Our Solution To The Problem with a creative key imagery. Present your solutions here. Slide 28 : This slide presents The Value Proposition displaying- Cost, Risk, Efforts, Promise, Differentiation and Support. Slide 29 : This slide presents The Value Proposition displaying- Product: Company, Product: Ideal Customer, Experience, Benefits, Features. Slide 30 : This slide showcases Our Product. State product specifications etc. here. Slide 31 : This slide showcases Our Product. State product specifications etc. here. Slide 32 : This slide showcases Key Product Service Offerings. State product offerings, specifications etc. here. Slide 33 : This slide also showcases Key Product Service Offerings. State product offerings, specifications etc. here. Slide 34 : This slide showcases Our Advantages with icon imagery. State your plus points, pros or advantages here. Slide 35 : This slide also presents Our Advantages with icon imagery. State your plus points, pros or advantages here. Slide 36 : This is Us vs. the Competiton slide stating comparison in a quadrant form. Slide 37 : This is Our Offerings vs. the Competiton slide stating comparison in tabular form. Slide 38 : This slide showcases Pricing/ Package. You can show the range as Basic, Standard, Premium to Professional. Slide 39 : This is Product Testimonials slide with respective name, designation, images and text boxes. Slide 40 : This is a Product Traction slide. Monitor/Showcase the information and alter as per need. Slide 41 : This is Project Delivery Timeline slide to present important dates, milestones etc. Slide 42 : This slide presents Service Level Agreement which can be altered as per requirement. Slide 43 : This is Post It Notes slide. Post your notes, data, information here. Slide 44 : This is a Newspaper slide to add memorabilia or important pointers. Slide 45 : This slide showcases Business Plan Puzzle Pieces With Different Height with imagery to add information, specifications etc. Slide 46 : This is a Target Board With Arrow And Cycle Of Icons Flat slide. State your targets here. Slide 47 : This is a Circle Process image slide to add information, specifications etc. Slide 48 : This is a Wi-Fi Accessibility And Social Media Apps slide to present information, specifications etc. Slide 49 : This slide shows a Mind map for representing different entities. Slide 50 : This is a Matrix chart slide. Put relevant comparison data here. Slide 51 : This is a Lego Blocks Process slide with text boxes to show information, specifications etc. Slide 52 : This is a Silhouettes slide titled People On Machine Gear Wheel to show information, specifications etc. Slide 53 : This is a Multilevel Hierarchy For Business Organization chart slide. You can provide your chart and edit it accordingly. Slide 54 : This is a Gear With Idea bulb image slide to show information, innovative ideas etc. Slide 55 : This slide shows a Magnifying glass with Arrows slide to show scope, focus or targets. Slide 56 : This is an Our Services Bar chart title heading slide. Edit as per your requirement. Slide 57 : This is an Our Services funnel image slide. Edit as per your requirement. Slide 58 : This is a Locations slide to show global segragation, presence etc. on a world map and text boxes to make it explicit. Slide 59 : This is a Locations slide to show global segregation, presence etc. on a world map and text boxes to make it explicit. Slide 60 : This is a Contact Details slide. Slide 61 : This is Key Managers And Contact as our team slide. Mention name, designation etc. here. Slide 62 : This too is Key Managers And Contact as our team slide. Mention name, designation etc. here. Slide 63 : This is a Thank You slide for acknowledgement with image.

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by Jacob Wilson

May 9, 2021

by Daron Guzman

May 8, 2021

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MoSCoW Prioritization

What is moscow prioritization.

MoSCoW prioritization, also known as the MoSCoW method or MoSCoW analysis, is a popular prioritization technique for managing requirements. 

  The acronym MoSCoW represents four categories of initiatives: must-have, should-have, could-have, and won’t-have, or will not have right now. Some companies also use the “W” in MoSCoW to mean “wish.”

What is the History of the MoSCoW Method?

Software development expert Dai Clegg created the MoSCoW method while working at Oracle. He designed the framework to help his team prioritize tasks during development work on product releases.

You can find a detailed account of using MoSCoW prioritization in the Dynamic System Development Method (DSDM) handbook . But because MoSCoW can prioritize tasks within any time-boxed project, teams have adapted the method for a broad range of uses.

How Does MoSCoW Prioritization Work?

Before running a MoSCoW analysis, a few things need to happen. First, key stakeholders and the product team need to get aligned on objectives and prioritization factors. Then, all participants must agree on which initiatives to prioritize.

At this point, your team should also discuss how they will settle any disagreements in prioritization. If you can establish how to resolve disputes before they come up, you can help prevent those disagreements from holding up progress.

Finally, you’ll also want to reach a consensus on what percentage of resources you’d like to allocate to each category.

With the groundwork complete, you may begin determining which category is most appropriate for each initiative. But, first, let’s further break down each category in the MoSCoW method.

Start prioritizing your roadmap

Moscow prioritization categories.

1. Must-have initiatives

As the name suggests, this category consists of initiatives that are “musts” for your team. They represent non-negotiable needs for the project, product, or release in question. For example, if you’re releasing a healthcare application, a must-have initiative may be security functionalities that help maintain compliance.

The “must-have” category requires the team to complete a mandatory task. If you’re unsure about whether something belongs in this category, ask yourself the following.

If the product won’t work without an initiative, or the release becomes useless without it, the initiative is most likely a “must-have.”

2. Should-have initiatives

Should-have initiatives are just a step below must-haves. They are essential to the product, project, or release, but they are not vital. If left out, the product or project still functions. However, the initiatives may add significant value.

“Should-have” initiatives are different from “must-have” initiatives in that they can get scheduled for a future release without impacting the current one. For example, performance improvements, minor bug fixes, or new functionality may be “should-have” initiatives. Without them, the product still works.

3. Could-have initiatives

Another way of describing “could-have” initiatives is nice-to-haves. “Could-have” initiatives are not necessary to the core function of the product. However, compared with “should-have” initiatives, they have a much smaller impact on the outcome if left out.

So, initiatives placed in the “could-have” category are often the first to be deprioritized if a project in the “should-have” or “must-have” category ends up larger than expected.

4. Will not have (this time)

One benefit of the MoSCoW method is that it places several initiatives in the “will-not-have” category. The category can manage expectations about what the team will not include in a specific release (or another timeframe you’re prioritizing).

Placing initiatives in the “will-not-have” category is one way to help prevent scope creep . If initiatives are in this category, the team knows they are not a priority for this specific time frame. 

Some initiatives in the “will-not-have” group will be prioritized in the future, while others are not likely to happen. Some teams decide to differentiate between those by creating a subcategory within this group.

How Can Development Teams Use MoSCoW?

  Although Dai Clegg developed the approach to help prioritize tasks around his team’s limited time, the MoSCoW method also works when a development team faces limitations other than time. For example: 

Prioritize based on budgetary constraints.

What if a development team’s limiting factor is not a deadline but a tight budget imposed by the company? Working with the product managers, the team can use MoSCoW first to decide on the initiatives that represent must-haves and the should-haves. Then, using the development department’s budget as the guide, the team can figure out which items they can complete. 

Prioritize based on the team’s skillsets.

A cross-functional product team might also find itself constrained by the experience and expertise of its developers. If the product roadmap calls for functionality the team does not have the skills to build, this limiting factor will play into scoring those items in their MoSCoW analysis.

Prioritize based on competing needs at the company.

Cross-functional teams can also find themselves constrained by other company priorities. The team wants to make progress on a new product release, but the executive staff has created tight deadlines for further releases in the same timeframe. In this case, the team can use MoSCoW to determine which aspects of their desired release represent must-haves and temporarily backlog everything else.

What Are the Drawbacks of MoSCoW Prioritization?

  Although many product and development teams have prioritized MoSCoW, the approach has potential pitfalls. Here are a few examples.

1. An inconsistent scoring process can lead to tasks placed in the wrong categories.

  One common criticism against MoSCoW is that it does not include an objective methodology for ranking initiatives against each other. Your team will need to bring this methodology to your analysis. The MoSCoW approach works only to ensure that your team applies a consistent scoring system for all initiatives.

Pro tip: One proven method is weighted scoring, where your team measures each initiative on your backlog against a standard set of cost and benefit criteria. You can use the weighted scoring approach in ProductPlan’s roadmap app .

2. Not including all relevant stakeholders can lead to items placed in the wrong categories.

To know which of your team’s initiatives represent must-haves for your product and which are merely should-haves, you will need as much context as possible.

For example, you might need someone from your sales team to let you know how important (or unimportant) prospective buyers view a proposed new feature.

One pitfall of the MoSCoW method is that you could make poor decisions about where to slot each initiative unless your team receives input from all relevant stakeholders. 

3. Team bias for (or against) initiatives can undermine MoSCoW’s effectiveness.

Because MoSCoW does not include an objective scoring method, your team members can fall victim to their own opinions about certain initiatives. 

One risk of using MoSCoW prioritization is that a team can mistakenly think MoSCoW itself represents an objective way of measuring the items on their list. They discuss an initiative, agree that it is a “should have,” and move on to the next.

But your team will also need an objective and consistent framework for ranking all initiatives. That is the only way to minimize your team’s biases in favor of items or against them.

When Do You Use the MoSCoW Method for Prioritization?

MoSCoW prioritization is effective for teams that want to include representatives from the whole organization in their process. You can capture a broader perspective by involving participants from various functional departments.

Another reason you may want to use MoSCoW prioritization is it allows your team to determine how much effort goes into each category. Therefore, you can ensure you’re delivering a good variety of initiatives in each release.

What Are Best Practices for Using MoSCoW Prioritization?

If you’re considering giving MoSCoW prioritization a try, here are a few steps to keep in mind. Incorporating these into your process will help your team gain more value from the MoSCoW method.

1. Choose an objective ranking or scoring system.

Remember, MoSCoW helps your team group items into the appropriate buckets—from must-have items down to your longer-term wish list. But MoSCoW itself doesn’t help you determine which item belongs in which category.

You will need a separate ranking methodology. You can choose from many, such as:

• Weighted scoring
• Value vs. complexity
• Buy-a-feature
• Opportunity scoring

For help finding the best scoring methodology for your team, check out ProductPlan’s article: 7 strategies to choose the best features for your product .

2. Seek input from all key stakeholders.

To make sure you’re placing each initiative into the right bucket—must-have, should-have, could-have, or won’t-have—your team needs context. 

At the beginning of your MoSCoW method, your team should consider which stakeholders can provide valuable context and insights. Sales? Customer success? The executive staff? Product managers in another area of your business? Include them in your initiative scoring process if you think they can help you see opportunities or threats your team might miss. 

3. Share your MoSCoW process across your organization.

MoSCoW gives your team a tangible way to show your organization prioritizing initiatives for your products or projects. 

The method can help you build company-wide consensus for your work, or at least help you show stakeholders why you made the decisions you did.

Communicating your team’s prioritization strategy also helps you set expectations across the business. When they see your methodology for choosing one initiative over another, stakeholders in other departments will understand that your team has thought through and weighed all decisions you’ve made. 

If any stakeholders have an issue with one of your decisions, they will understand that they can’t simply complain—they’ll need to present you with evidence to alter your course of action.  

Related Terms

2×2 prioritization matrix / Eisenhower matrix / DACI decision-making framework / ICE scoring model / RICE scoring model

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Press Releases

Intel reports second-quarter 2024 financial results; announces $10 billion cost reduction plan to increase efficiency and market competitiveness, related documents.

NEWS SUMMARY

• Second-quarter revenue of $12.8 billion, down 1% year over year (YoY).
• Second-quarter GAAP earnings (loss) per share (EPS) attributable to Intel was $(0.38); non-GAAP EPS attributable to Intel was $0.02.
• Forecasting third-quarter 2024 revenue of $12.5 billion to $13.5 billion; expecting third-quarter GAAP EPS attributable to Intel of $(0.24); non-GAAP EPS attributable to Intel of $(0.03).
• Implementing comprehensive reduction in spending, including a more than 15% headcount reduction, to resize and refocus.
• Suspending dividend starting in the fourth quarter of 2024. The company reiterates its long-term commitment to a competitive dividend as cash flows improve to sustainably higher levels.
• Achieved key milestones on Intel 18A with the 1.0 Process Design Kit (PDK) released and key power-on of first client and server products on Intel 18A, Panther Lake and Clearwater Forest.

SANTA CLARA, Calif.--(BUSINESS WIRE)-- Intel Corporation today reported second-quarter 2024 financial results.

“Our Q2 financial performance was disappointing, even as we hit key product and process technology milestones. Second-half trends are more challenging than we previously expected, and we are leveraging our new operating model to take decisive actions that will improve operating and capital efficiencies while accelerating our IDM 2.0 transformation,” said Pat Gelsinger, Intel CEO. “These actions, combined with the launch of Intel 18A next year to regain process technology leadership, will strengthen our position in the market, improve our profitability and create shareholder value.”

“Second-quarter results were impacted by gross margin headwinds from the accelerated ramp of our AI PC product, higher than typical charges related to non-core businesses and the impact from unused capacity,” said David Zinsner, Intel CFO. “By implementing our spending reductions, we are taking proactive steps to improve our profits and strengthen our balance sheet. We expect these actions to meaningfully improve liquidity and reduce our debt balance while enabling us to make the right investments to drive long-term value for shareholders.”

Cost-Reduction Plan

As Intel nears the completion of rebuilding a sustainable engine of process technology leadership, it announced a series of initiatives to create a sustainable financial engine that accelerates profitable growth, enables further operational efficiency and agility, and creates capacity for ongoing strategic investment in technology and manufacturing leadership. These initiatives follow the establishment of separate financial reporting for Intel Products and Intel Foundry, which provides a "clean sheet" view of the business and has uncovered significant opportunities to drive meaningful operational and cost efficiencies. The actions include structural and operating realignment across the company, headcount reductions, and operating expense and capital expenditure reductions of more than $10 billion in 2025 compared to previous estimates. As a result of these actions, Intel aims to achieve clear line of sight toward a sustainable business model with the ongoing financial resources and liquidity needed to support the company’s long-term strategy.

The plan will enable the next phase of the company’s multiyear transformation strategy, and is focused on four key priorities:

• Reducing Operating Expenses: The company will streamline its operations and meaningfully cut spending and headcount, reducing non-GAAP R&D and marketing, general and administrative (MG&A) to approximately $20 billion in 2024 and approximately $17.5 billion in 2025, with further reductions expected in 2026. Intel expects to reduce headcount by greater than 15% with the majority completed by the end of 2024.
• Reducing Capital Expenditures: With the end of its historic five-nodes-in-four-years journey firmly in sight, Intel is now shifting its focus toward capital efficiency and investment levels aligned to market requirements. This will reduce gross capital expenditures* in 2024 by more than 20% from prior projections, bringing gross capital expenditures in 2024 to between $25 billion and $27 billion. Intel expects net capital spending* in 2024 of between $11 billion and $13 billion. In 2025, the company is targeting gross capital expenditures between $20 billion and $23 billion and net capital spending between $12 billion and $14 billion.
• Reducing Cost of Sales: The company expects to generate $1 billion in savings in non-variable cost of sales in 2025. Product mix will continue to be a headwind next year, contributing to modest YoY improvements to 2025's gross margin.
• Maintaining Core Investments to Execute Strategy: The company continues to advance its long-term innovation and path to leadership across process technology and products, and the increased efficiency from its actions is expected to further support its execution. In addition, Intel continues to sustain investments to build a resilient and sustainable semiconductor supply chain in the United States and around the world.

Intel is taking the added step of suspending the dividend starting in the fourth quarter, recognizing the importance of prioritizing liquidity to support the investments needed to execute its strategy. The company reiterates its long-term commitment to a competitive dividend as cash flows improve to sustainably higher levels.

Q2 2024 Financial Highlights

In the second quarter, the company generated $2.3 billion in cash from operations and paid dividends of $0.5 billion.

Business Unit Summary

Intel previously announced the implementation of an internal foundry operating model, which took effect in the first quarter of 2024 and created a foundry relationship between its Intel Products business (collectively CCG, DCAI and NEX) and its Intel Foundry business (including Foundry Technology Development, Foundry Manufacturing and Supply Chain, and Foundry Services (formerly IFS)). The foundry operating model is a key component of the company's strategy and is designed to reshape operational dynamics and drive greater transparency, accountability, and focus on costs and efficiency. The company also previously announced its intent to operate Altera ® as a standalone business beginning in the first quarter of 2024. Altera was previously included in DCAI's segment results. As a result of these changes, the company modified its segment reporting in the first quarter of 2024 to align to this new operating model. All prior-period segment data has been retrospectively adjusted to reflect the way the company internally receives information and manages and monitors its operating segment performance starting in fiscal year 2024. There are no changes to Intel’s consolidated financial statements for any prior periods.

Intel Products Highlights

• CCG: Intel continues to define and drive the AI PC category, shipping more than 15 million AI PCs since December 2023, far more than all of Intel's competitors combined, and on track to ship more than 40 million AI PCs by year-end. Lunar Lake, the company’s next-generation AI CPU, achieved production release in July 2024, ahead of schedule, with shipments starting in the third quarter. Lunar Lake will power over 80 new Copilot+ PCs across more than 20 OEMs.
• DCAI: More than 130 million Intel ® Xeon ® processors power data centers around the world today, and at Computex Intel introduced its next-generation Intel ® Xeon ® 6 processor with Efficient-cores (E-cores), code-named Sierra Forest, marking the company’s first Intel 3 server product architected for high-density, scale-out workloads. Intel expects Intel ® Xeon ® 6 processors with Performance-cores (P-cores), code-named Granite Rapids, to begin shipping in the third quarter of 2024. The Intel ® Gaudi ® 3 AI accelerator is also on track to launch in the third quarter and is expected to deliver roughly two-times the performance per dollar on both inference and training versus the leading competitor.
• NEX: Intel announced an array of AI-optimized scale-out Ethernet solutions, including the Intel AI network interface card and foundry chiplets that will launch next year. New infrastructure processing unit (IPU) adaptors for the enterprise are now broadly available and supported by Dell Technologies, Red Hat and others. IPUs will play an increasingly important role in Intel’s accelerator portfolio, which the company expects will help drive AI data center growth and profitability in 2025 and beyond. Additionally, Intel and others announced the creation of the Ultra Accelerator Link, a new industry standard dedicated to advancing high-speed, low-latency communication for scale-up AI systems communication in data centers.

Intel Foundry Highlights

• Intel is nearing the completion of its promised five-nodes-in-four-years strategy, with Intel 18A on track to be manufacturing-ready by the end of this year and production wafer start volumes in the first half of 2025. In July 2024, Intel released to foundry customers the 1.0 PDK for Intel 18A. The company’s first two Intel 18A products, Panther Lake for client — the first microprocessor to use RibbonFet, PowerVia and advanced packaging — and Clearwater Forest for servers, are on track to launch in 2025.
• Ansys, Cadence, Siemens, and Synopsys announced the availability of reference flows for Intel’s embedded multi-die interconnect bridge (EMIB) advanced packaging technology, which simplifies the design process and offers design flexibility. The companies also declared readiness for Intel 18A designs.
• During the quarter, Intel named industry veteran Kevin O'Buckley to lead Foundry Services. The company also recently appointed Dr. Naga Chandrasekaran to lead Intel Foundry Manufacturing and Supply Chain. Their leadership will support Intel’s continued development of the first systems foundry for the AI era.

Other Highlights

Intel announced its second Semiconductor Co-Investment Program (SCIP) agreement, the formation of a joint venture with Apollo related to Intel’s Fab 34 in Ireland. SCIP is an element of Intel’s Smart Capital strategy, a funding approach designed to create financial flexibility to accelerate the company’s strategy, including investing in its global manufacturing operations, while maintaining a strong balance sheet.

Q3 2024 Dividend

The company announced that its board of directors has declared a quarterly dividend of $0.125 per share on the company’s common stock, which will be payable Sept. 1, 2024, to shareholders of record as of Aug. 7, 2024.

As noted earlier, Intel is suspending the dividend starting in the fourth quarter.

Business Outlook

Intel's guidance for the third quarter of 2024 includes both GAAP and non-GAAP estimates as follows:

Reconciliations between GAAP and non-GAAP financial measures are included below. Actual results may differ materially from Intel’s business outlook as a result of, among other things, the factors described under “Forward-Looking Statements” below. The gross margin and EPS outlook are based on the mid-point of the revenue range.

Earnings Webcast

Intel will hold a public webcast at 2 p.m. PDT today to discuss the results for its second quarter of 2024. The live public webcast can be accessed on Intel's Investor Relations website at www.intc.com . The corresponding earnings presentation and webcast replay will also be available on the site.

Forward-Looking Statements

This release contains forward-looking statements that involve a number of risks and uncertainties. Words such as "accelerate", "achieve", "aim", "ambitions", "anticipate", "believe", "committed", "continue", "could", "designed", "estimate", "expect", "forecast", "future", "goals", "grow", "guidance", "intend", "likely", "may", "might", "milestones", "next generation", "objective", "on track", "opportunity", "outlook", "pending", "plan", "position", "possible", "potential", "predict", "progress", "ramp", "roadmap", "seek", "should", "strive", "targets", "to be", "upcoming", "will", "would", and variations of such words and similar expressions are intended to identify such forward-looking statements, which may include statements regarding:

• our business plans and strategy and anticipated benefits therefrom, including with respect to our IDM 2.0 strategy, Smart Capital strategy, partnerships with Apollo and Brookfield, internal foundry model, updated reporting structure, and AI strategy;
• projections of our future financial performance, including future revenue, gross margins, capital expenditures, and cash flows;
• projected costs and yield trends;
• future cash requirements, the availability, uses, sufficiency, and cost of capital resources, and sources of funding, including for future capital and R&D investments and for returns to stockholders, such as stock repurchases and dividends, and credit ratings expectations;
• future products, services, and technologies, and the expected goals, timeline, ramps, progress, availability, production, regulation, and benefits of such products, services, and technologies, including future process nodes and packaging technology, product roadmaps, schedules, future product architectures, expectations regarding process performance, per-watt parity, and metrics, and expectations regarding product and process leadership;
• investment plans and impacts of investment plans, including in the US and abroad;
• internal and external manufacturing plans, including future internal manufacturing volumes, manufacturing expansion plans and the financing therefor, and external foundry usage;
• future production capacity and product supply;
• supply expectations, including regarding constraints, limitations, pricing, and industry shortages;
• plans and goals related to Intel's foundry business, including with respect to anticipated customers, future manufacturing capacity and service, technology, and IP offerings;
• expected timing and impact of acquisitions, divestitures, and other significant transactions, including the sale of our NAND memory business;
• expected completion and impacts of restructuring activities and cost-saving or efficiency initiatives;
• future social and environmental performance goals, measures, strategies, and results;
• our anticipated growth, future market share, and trends in our businesses and operations;
• projected growth and trends in markets relevant to our businesses;
• anticipated trends and impacts related to industry component, substrate, and foundry capacity utilization, shortages, and constraints;
• expectations regarding government incentives;
• future technology trends and developments, such as AI;
• future macro environmental and economic conditions;
• geopolitical tensions and conflicts and their potential impact on our business;
• tax- and accounting-related expectations;
• expectations regarding our relationships with certain sanctioned parties; and
• other characterizations of future events or circumstances.

Such statements involve many risks and uncertainties that could cause our actual results to differ materially from those expressed or implied, including those associated with:

• the high level of competition and rapid technological change in our industry;
• the significant long-term and inherently risky investments we are making in R&D and manufacturing facilities that may not realize a favorable return;
• the complexities and uncertainties in developing and implementing new semiconductor products and manufacturing process technologies;
• our ability to time and scale our capital investments appropriately and successfully secure favorable alternative financing arrangements and government grants;
• implementing new business strategies and investing in new businesses and technologies;
• changes in demand for our products;
• macroeconomic conditions and geopolitical tensions and conflicts, including geopolitical and trade tensions between the US and China, the impacts of Russia's war on Ukraine, tensions and conflict affecting Israel and the Middle East, and rising tensions between mainland China and Taiwan;
• the evolving market for products with AI capabilities;
• our complex global supply chain, including from disruptions, delays, trade tensions and conflicts, or shortages;
• product defects, errata and other product issues, particularly as we develop next-generation products and implement next-generation manufacturing process technologies;
• potential security vulnerabilities in our products;
• increasing and evolving cybersecurity threats and privacy risks;
• IP risks including related litigation and regulatory proceedings;
• the need to attract, retain, and motivate key talent;
• strategic transactions and investments;
• sales-related risks, including customer concentration and the use of distributors and other third parties;
• our significantly reduced return of capital in recent years;
• our debt obligations and our ability to access sources of capital;
• complex and evolving laws and regulations across many jurisdictions;
• fluctuations in currency exchange rates;
• changes in our effective tax rate;
• catastrophic events;
• environmental, health, safety, and product regulations;
• our initiatives and new legal requirements with respect to corporate responsibility matters; and
• other risks and uncertainties described in this release, our 2023 Form 10-K, and our other filings with the SEC.

Given these risks and uncertainties, readers are cautioned not to place undue reliance on such forward-looking statements. Readers are urged to carefully review and consider the various disclosures made in this release and in other documents we file from time to time with the SEC that disclose risks and uncertainties that may affect our business.

Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this filing. In addition, the forward-looking statements in this release are based on management's expectations as of the date of this release, unless an earlier date is specified, including expectations based on third-party information and projections that management believes to be reputable. We do not undertake, and expressly disclaim any duty, to update such statements, whether as a result of new information, new developments, or otherwise, except to the extent that disclosure may be required by law.

About Intel

Intel (Nasdaq: INTC) is an industry leader, creating world-changing technology that enables global progress and enriches lives. Inspired by Moore’s Law, we continuously work to advance the design and manufacturing of semiconductors to help address our customers’ greatest challenges. By embedding intelligence in the cloud, network, edge and every kind of computing device, we unleash the potential of data to transform business and society for the better. To learn more about Intel’s innovations, go to newsroom.intel.com and intel.com.

© Intel Corporation. Intel, the Intel logo, and other Intel marks are trademarks of Intel Corporation or its subsidiaries. Other names and brands may be claimed as the property of others.

For information about our operating segments, including the nature of segment revenues and expenses, and a reconciliation of our operating segment revenue and operating income (loss) to our consolidated results, refer to our Form 10-K filed on January 26, 2024, Form 8-K furnished on April 2, 2024 and 10-Q filed on August 1, 2024.

Intel Corporation Explanation of Non-GAAP Measures

In addition to disclosing financial results in accordance with US GAAP, this document contains references to the non-GAAP financial measures below. We believe these non-GAAP financial measures provide investors with useful supplemental information about our operating performance, enable comparison of financial trends and results between periods where certain items may vary independent of business performance, and allow for greater transparency with respect to key metrics used by management in operating our business and measuring our performance. Some of these non-GAAP financial measures are used in our performance-based RSUs and our cash bonus plans.

Our non-GAAP financial measures reflect adjustments based on one or more of the following items, as well as the related income tax effects. Income tax effects are calculated using a fixed long-term projected tax rate of 13% across all adjustments. We project this long-term non-GAAP tax rate on at least an annual basis using a five-year non-GAAP financial projection that excludes the income tax effects of each adjustment. The projected non-GAAP tax rate also considers factors such as our tax structure, our tax positions in various jurisdictions, and key legislation in significant jurisdictions where we operate. This long-term non-GAAP tax rate may be subject to change for a variety of reasons, including the rapidly evolving global tax environment, significant changes in our geographic earnings mix, or changes to our strategy or business operations. Management uses this non-GAAP tax rate in managing internal short- and long-term operating plans and in evaluating our performance; we believe this approach facilitates comparison of our operating results and provides useful evaluation of our current operating performance.

Our non-GAAP financial measures should not be considered a substitute for, or superior to, financial measures calculated in accordance with US GAAP, and the financial results calculated in accordance with US GAAP and reconciliations from these results should be carefully evaluated.

Intel Corporation Supplemental Reconciliations of GAAP Actuals to Non-GAAP Actuals

Set forth below are reconciliations of the non-GAAP financial measure to the most directly comparable US GAAP financial measure. These non-GAAP financial measures should not be considered a substitute for, or superior to, financial measures calculated in accordance with US GAAP, and the reconciliations from US GAAP to Non-GAAP actuals should be carefully evaluated. Please refer to "Explanation of Non-GAAP Measures" in this document for a detailed explanation of the adjustments made to the comparable US GAAP measures, the ways management uses the non-GAAP measures, and the reasons why management believes the non-GAAP measures provide useful information for investors.

Intel Corporation Supplemental Reconciliations of GAAP Outlook to Non-GAAP Outlook

Set forth below are reconciliations of the non-GAAP financial measure to the most directly comparable US GAAP financial measure. These non-GAAP financial measures should not be considered a substitute for, or superior to, financial measures calculated in accordance with US GAAP, and the financial outlook prepared in accordance with US GAAP and the reconciliations from this Business Outlook should be carefully evaluated. Please refer to "Explanation of Non-GAAP Measures" in this document for a detailed explanation of the adjustments made to the comparable US GAAP measures, the ways management uses the non-GAAP measures, and the reasons why management believes the non-GAAP measures provide useful information for investors.

Intel Corporation Supplemental Reconciliations of Other GAAP to Non-GAAP Forward-Looking Estimates

Set forth below are reconciliations of the non-GAAP financial measure to the most directly comparable US GAAP financial measure. These non-GAAP financial measures should not be considered a substitute for, or superior to, financial measures calculated in accordance with US GAAP, and the reconciliations should be carefully evaluated. Please refer to "Explanation of Non-GAAP Measures" in this document for a detailed explanation of the adjustments made to the comparable US GAAP measures, the ways management uses the non-GAAP measures, and the reasons why management believes the non-GAAP measures provide useful information for investors.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240801042170/en/

Kylie Altman Investor Relations 1-916-356-0320 [email protected] Penny Bruce Media Relations 1-408-893-0601 [email protected]

Source: Intel Corporation

Released Aug 1, 2024 • 4:01 PM EDT

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Press Release

P&g announces fourth quarter and fiscal year 2024 results.

Q4 ’24: Net Sales 0%; Organic Sales +2%; Diluted EPS -7%; Core EPS +2%

FY ’24: Net Sales +2%; Organic Sales +4%; Diluted EPS +2%; Core EPS +12%

CINCINNATI--(BUSINESS WIRE)-- The Procter & Gamble Company (NYSE:PG) reported fourth quarter and fiscal year 2024 results.

“Fiscal year 2024 was another year of strong results for P&G,” said Jon Moeller, Chairman of the Board, President and Chief Executive Officer. “The team met or exceeded our going-in plans for organic sales growth, core EPS growth, cash generation and cash returned to shareowners in a challenging economic and geopolitical environment. As we look forward to fiscal 2025, we expect to deliver strong organic sales growth, EPS growth and free cash flow productivity – each in-line with our long-term growth algorithm. We remain committed to our integrated strategy – a focused product portfolio of daily use categories where performance drives brand choice, superiority (of product performance, packaging, brand communication, retail execution and consumer and customer value), productivity, constructive disruption and an agile and accountable organization – all aimed at delivering sustainable, balanced growth and value creation.”

Fiscal Year 2024 Results

The Company reported fiscal year 2024 net sales of $84.0 billion, an increase of two percent versus the prior year. Organic sales, which excludes the impacts of foreign exchange and acquisitions and divestitures, increased four percent. Higher pricing contributed four points of growth to organic sales. Shipment volumes and mix were unchanged versus the prior year.

Diluted net earnings per share were $6.02, an increase of two percent versus prior year as the increase in net sales was partially offset by a non-cash charge to impair the carrying value of the Gillette trade name intangible asset and higher non-core restructuring charges. Core net earnings per share increased by 12% to $6.59. Currency-neutral core EPS increased 16% versus the prior year EPS.

The Company generated operating cash flow of $19.8 billion and net earnings of $15.0 billion for the fiscal year. Adjusted free cash flow productivity was 105%, which is calculated as operating cash flow less capital spending and certain other items, as a percentage of net earnings excluding the Gillette impairment charge and non-cash charge for accumulated foreign currency translation losses due to the substantial liquidation of operations in certain Enterprise Markets, including Nigeria.

The Company returned over $14 billion of value to shareholders in fiscal 2024 via $9.3 billion in dividend payments and $5 billion of share repurchases. With the dividend increase in April 2024, this marks the 68th consecutive year that P&G has increased its dividend and the 134th consecutive year that P&G has paid a dividend since its incorporation in 1890.

April-June Quarter Results

The Company reported fiscal year 2024 fourth quarter net sales of $20.5 billion, unchanged versus the prior year. A one percent increase in all-in volume and one percent increase due to higher pricing were offset by two percentage points of unfavorable foreign exchange impacts. Organic sales, which excludes the impacts of foreign exchange and acquisitions and divestitures, increased two percent. Excluding the impacts of acquisitions and divestitures, organic volume increased two percent. Mix had a neutral impact on sales growth for the quarter.

Diluted net earnings per share were $1.27, a decrease of seven percent versus the prior year driven primarily by higher restructuring charges related to the substantial liquidation of operations in certain Enterprise Markets, including Nigeria. Core net earnings per share increased two percent to $1.40. Currency-neutral core EPS increased six percent versus the prior year EPS.

Operating cash flow was $5.8 billion and net earnings were $3.1 billion, with adjusted free cash flow productivity of 148%.

April-June Quarter Business Discussion

• Beauty segment organic sales increased three percent versus year ago. Skin and Personal Care organic sales were unchanged as growth from increased pricing was offset by lower sales of the super-premium SK-II brand and in Greater China. Hair Care organic sales increased high single digits driven by increased pricing and favorable product mix due to growth of premium products.
• Grooming segment organic sales increased seven percent versus year ago driven by increased pricing primarily in Latin America and volume growth from innovation.
• Health Care segment organic sales increased four percent versus year ago. Oral Care organic sales increased high single digits due to premium product mix and volume growth in North America and Europe. Personal Health Care organic sales were unchanged as growth due to pricing and volume increases were offset by unfavorable mix due to lower incidence of cough and cold.
• Fabric and Home Care segment organic sales increased two percent versus year ago. Fabric Care organic sales were unchanged as volume growth driven by North America and Europe was offset by lower pricing due to increased promotional spending. Home Care organic sales increased high single digits due to volume growth from innovation and favorable product mix.
• Baby, Feminine and Family Care segment organic sales declined one percent versus year ago. Baby Care organic sales decreased mid-single digits due to volume declines from share losses, partially offset by premium product mix. Feminine Care organic sales increased low single digits driven by increased pricing and favorable product mix. Family Care organic sales were unchanged as volume growth was offset by unfavorable product mix.

Diluted net earnings per share were $1.27 for the quarter, a decrease of seven percent versus the prior year driven primarily by higher restructuring charges related to the substantial liquidation of operations in certain Enterprise Markets, including Nigeria. Core net earnings per share increased by two percent to $1.40. Currency-neutral core EPS were up six percent versus the prior year EPS.

Reported gross margin for the quarter increased 120 basis points versus year ago. Core gross margin for the quarter increased 140 basis points versus year ago, 180 basis points on a currency-neutral basis. The increase was driven by 210 basis points of productivity savings, 100 basis points of lower commodity costs and 40 basis points of pricing benefit. These were partially offset by 130 basis points of unfavorable product mix and 40 basis points of product/package reinvestments and other impacts.

Reported selling, general and administrative expense (SG&A) as a percentage of sales increased 260 basis points versus the prior year. Core selling, general and administrative expense (SG&A) as a percentage of sales increased 240 basis points versus year ago and 240 basis points on a currency-neutral basis. The increase was driven by 300 basis points of marketing reinvestments and 30 basis points of wage inflation and overhead investments, partially offset by 40 basis points of productivity savings and 50 basis points of net sales growth leverage and other impacts.

Reported operating margin for the quarter decreased 140 basis points due primarily to higher restructuring charges. Excluding 40 basis points of non-core restructuring charges, core operating margin for the quarter decreased 100 basis points versus the prior year, 60 basis points on a currency-neutral basis. Core operating margin included gross productivity savings of 250 basis points.

Limited Market Portfolio Restructuring

In December 2023, the Company announced a limited market portfolio restructuring of its business operations, primarily in certain Enterprise Markets, including Argentina and Nigeria, to address challenging macroeconomic and fiscal conditions. In connection with this announcement, the Company said that it expects to record incremental restructuring charges of $1.0 to 1.5 billion after tax, including foreign currency translation losses to be recognized upon the substantial liquidation of operations in the affected markets.

As of June 30, 2024, the Company has substantially liquidated its operations in certain Enterprise Markets, including Nigeria, and recorded a non-cash charge of $216 million after tax for accumulated currency translation losses. On July 1, 2024, the Company completed the divestiture of its business in Argentina. The Company expects to record a non-cash charge of approximately $750 million for accumulated currency translation losses in the first quarter of the fiscal year ended June 30, 2025.

Intangible Asset Impairment

In the October-December 2023 quarter of the fiscal year 2024, the Company recorded a $1.3 billion before tax ($1.0 billion after tax) non-cash impairment charge, on intangible assets acquired as part of the Company’s acquisition of The Gillette Company.

The impairment charge arose from a reduction in the estimated fair value of the Gillette indefinite-lived intangible asset due to a higher discount rate, weakening of several currencies relative to the U.S. dollar and the impact of the non-core restructuring program described above. This impairment charge adjusted the carrying value of the Gillette indefinite-lived intangible asset to fair value.

Fiscal Year 2025 Guidance

P&G expects fiscal year 2025 all-in sales growth in the range of two to four percent versus the prior year. Foreign exchange is expected to be a headwind of approximately one percentage point to all-in sales growth. The Company expects organic sales growth in the range of three to five percent.

P&G expects fiscal 2025 diluted net earnings per share growth in the range of 10% to 12% versus fiscal 2024 GAAP EPS of $6.02. P&G expects its fiscal 2025 core net earnings per share growth in the range of five to seven percent versus fiscal 2024 core EPS of $6.59. This outlook equates to a range of $6.91 to $7.05 per share, with a mid-point estimate of $6.98, or an increase of 6%.

The Company said its outlook estimates a net headwind of around $500 million after-tax from unfavorable commodity costs and unfavorable foreign exchange. The net headwind equates to a $0.20 per share for fiscal 2025, or a three percentage drag on core EPS growth.

In addition, the prior fiscal year included benefits from minor brand divestitures and tax impacts that are unlikely to repeat to the same extent in the new fiscal year. Combined, these are an additional $0.10 to $0.12 headwind to core EPS.

The Company is not able to reconcile its forward-looking non-GAAP cash flow and tax rate measures without unreasonable efforts given the unpredictability of the timing and amounts of discrete items, such as acquisitions, divestitures, or impairments, which could significantly impact GAAP results.

P&G said it expects a core effective tax rate to be in the range of 20% to 21% in fiscal 2025.

Capital spending is estimated to be in the range of four to five percent of fiscal 2025 net sales.

P&G said it expects adjusted free cash flow productivity of 90% and expects to pay around $10 billion in dividends and to repurchase $6 to $7 billion of common shares in fiscal 2025.

Forward-Looking Statements

Certain statements in this release, other than purely historical information, including estimates, projections, statements relating to our business plans, objectives and expected operating results, and the assumptions upon which those statements are based, are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely result" and similar expressions. Forward-looking statements are based on current expectations and assumptions, which are subject to risks and uncertainties that may cause results to differ materially from those expressed or implied in the forward-looking statements. We undertake no obligation to update or revise publicly any forward-looking statements, whether because of new information, future events or otherwise, except to the extent required by law.

Risks and uncertainties to which our forward-looking statements are subject include, without limitation: (1) the ability to successfully manage global financial risks, including foreign currency fluctuations, currency exchange or pricing controls; (2) the ability to successfully manage local, regional or global economic volatility, including reduced market growth rates, and to generate sufficient income and cash flow to allow the Company to effect the expected share repurchases and dividend payments; (3) the ability to successfully manage uncertainties related to changing political and geopolitical conditions and potential implications such as exchange rate fluctuations, market contraction, boycotts, sanctions, or other trade controls; (4) the ability to manage disruptions in credit markets or to our banking partners or changes to our credit rating; (5) the ability to maintain key manufacturing and supply arrangements (including execution of supply chain optimizations and sole supplier and sole manufacturing plant arrangements) and to manage disruption of business due to various factors, including ones outside of our control, such as natural disasters, acts of war or terrorism or disease outbreaks; (6) the ability to successfully manage cost fluctuations and pressures, including prices of commodities and raw materials and costs of labor, transportation, energy, pension and healthcare; (7) the ability to compete with our local and global competitors in new and existing sales channels, including by successfully responding to competitive factors such as prices, promotional incentives and trade terms for products; (8) the ability to manage and maintain key customer relationships; (9) the ability to protect our reputation and brand equity by successfully managing real or perceived issues, including concerns about safety, quality, ingredients, efficacy, packaging content, supply chain practices or similar matters that may arise; (10) the ability to successfully manage the financial, legal, reputational and operational risk associated with third-party relationships, such as our suppliers, contract manufacturers, distributors, contractors and external business partners; (11) the ability to rely on and maintain key company and third-party information and operational technology systems, networks and services and maintain the security and functionality of such systems, networks and services and the data contained therein; (12) the ability to successfully manage the demand, supply and operational challenges, as well as governmental responses or mandates, associated with a disease outbreak, including epidemics, pandemics or similar widespread public health concerns; (13) the ability to stay on the leading edge of innovation, obtain necessary intellectual property protections and successfully respond to changing consumer habits, evolving digital marketing and selling platform requirements and technological advances attained by, and patents granted to, competitors; (14) the ability to successfully manage our ongoing acquisition, divestiture and joint venture activities, in each case to achieve the Company’s overall business strategy and financial objectives, without impacting the delivery of base business objectives; (15) the ability to successfully achieve productivity improvements and cost savings and manage ongoing organizational changes while successfully identifying, developing and retaining key employees, including in key growth markets where the availability of skilled or experienced employees may be limited; (16) the ability to successfully manage current and expanding regulatory and legal requirements and matters (including, without limitation, those laws and regulations involving product liability, product and packaging composition, manufacturing processes, intellectual property, labor and employment, antitrust, privacy, cybersecurity and data protection, artificial intelligence, tax, the environment, due diligence, risk oversight, accounting and financial reporting) and to resolve new and pending matters within current estimates; (17) the ability to manage changes in applicable tax laws and regulations; and (18) the ability to successfully achieve our ambition of reducing our greenhouse gas emissions and delivering progress towards our environmental sustainability priorities.

For additional information concerning factors that could cause actual results and events to differ materially from those projected herein, please refer to our most recent 10-K, 10-Q and 8-K reports.

About Procter & Gamble

P&G serves consumers around the world with one of the strongest portfolios of trusted, quality, leadership brands, including Always®, Ambi Pur®, Ariel®, Bounty®, Charmin®, Crest®, Dawn®, Downy®, Fairy®, Febreze®, Gain®, Gillette®, Head & Shoulders®, Lenor®, Olay®, Oral-B®, Pampers®, Pantene®, SK-II®, Tide®, Vicks®, and Whisper®. The P&G community includes operations in approximately 70 countries worldwide. Please visit https://www.pg.com for the latest news and information about P&G and its brands. For other P&G news, visit us at https://www.pg.com/news .