Learn how to make numbers come alive to people across an organization, with these 9 simple guidelines. To see more of our presentations, visit https://www.exaltus.ca or sign up to our email list (https://www.exaltus.ca/email) to receive actionable marketing tips in your inbox a couple of times per month!

1. How to make financial presentations
MORE EXCITING

2. Know your
AUDIENCE1 Tell them why they
SHOULD CARE2
Share what the #s can
HELP THEM DO
3Use the right
LANGUAGE
4
Make it
VISUAL
5
Cut through the
CLUTTER6Trim the
EXTRAS
7 Make the data
MEANINGFUL8 Summarize the
TAKEAWAYS9

3. Turn your complex data into
A COMPELLING STORY

4. Redesigning
WEAK CONTENT
… is like putting
LIPSTICK ON A PIG

5. 1Know your
AUDIENCE

6. Use the right
LANGUAGE2

7. Tell them why
they should
CARE3

8. Share what the
numbers can
HELP THEM DO4

9. Trim the
EXTRAS5

10. (That’s what HANDOUTS
& APPENDICES are for.)

11. Solid CONTENT …
… Artfully PACKAGED

12. Make it
VISUAL6

13. Show TRENDS not RAW DATA
Jan Feb Mar Apr May Jun Jul
Units SoldProduct 1 Product 2
Jan 410 105
Feb 510 305
Mar 610 505
Apr 710 705
May 810 905
Jun 910 1,105
Jul 1,010 1,305

14. Choose THE RIGHT charts
To show
PERCENTAGES
TO COMPARE
items in a range
Show trends
OVER TIME

15. Cut through the
CLUTTER7

16. • THIS IS A BULLET
• THIS IS A BULLET
• THIS IS A BULLET
• THIS IS A BULLET
• THIS IS A BULLET
• THIS IS A BULLET
• THIS IS A BULLET
• THIS IS A BULLET
This is a document This is a slide
Phew!
I can
BREATHE
• THIS IS A BULLET
• THIS IS A BULLET
• THIS IS A BULLET
• THIS IS A BULLET
• THIS IS A BULLET
• THIS IS A BULLET
• THIS IS A BULLET
• THIS IS A BULLET
Reduce TEXT clutter

17. Product
1
Product
2
Product
3
Product
4
Sales 2.1 2.5 3.5 4.5
2.1
2.5
3.5
4.5
0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
5
SalesinMillions
Products
Sales
2.1
2.5
3.5
4.5
Product 1 Product 2 Product 3 Product 4
Sales by Product ($M)
Reduce CHART clutter

18. Use an appendix
Make the data
MEANINGFUL8

19. Use BENCHMARKS to give CONTEXT
8%
11%
6%
12%
Product 1 Product 2 Product 3 Product 4
Vs. target
Year-over-Year Sales Variance (%)

20. Tell them
whether the
numbers are
GOOD or BAD

21. Summarize the
TAKEAWAYS9

22. Do you need
a deck that
ROCKS?
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