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Q1 FY18
Quarterly
Business Review
Your Company Name
To assess the current
performance status
To focus on critical issues, goals
and objectives
To reinforce the accountability and
action plans of each team or individual
To identify and remove barriers
2
Agenda
01
02
03
04
Table of Content
3
01 Business Overview
02 Financial Performance
03 Client and Project Updates
04 Competitor’s Analysis
05 Future Roadmap
06 CSR / Miscellaneous Activities
QUARTERLY
Business
Review
Note:
Sources:
Table of Content
4
01 Business Overview
02 Financial Performance
03 Client and Project Updates
04 Competitor’s Analysis
05 Future Roadmap
06 CSR / Miscellaneous Activities
QUARTERLY
Business
Review
Note:
Sources:
Highlights
5
Highlight 1
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Q1 FY18
Highlight 3
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Q3 FY18 Highlight 4
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Q4 FY18
Highlight 2
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Q2 FY18
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Sources:
Add all the key
relevant highlights
which you feel
needs to be
highlighted to your
management
Financial Summary
6
EBITDA
$80 MM
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audience's attention.
Q-o-Q Revenue
Growth
50%
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Net Revenue
$100 MM
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Net Profit
Margin
20%
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Net Profit
$20MM
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audience's attention.
Note:
Sources:
These are some of
the commonly used
statistics and you
can replace it with
the desired
parameters
Revenue Split - By Geography
7
Asia
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Australia
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Africa
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South
America
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15%
25%
30%
10%
20%
North
America
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editable.
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Show the
breakup of your
revenue and
understand your
key markets
Revenue Split - By Country
8
USA
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100% editable.
Brazil
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Russia
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Australia
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Africa
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Note:
Sources:
9
Revenue Split - By Product/Segment
Product Line Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Product 1 34 897 234 67
Product 2 65 64 234 245
Product 3 32 234 76 64
Product 4 56 64 23 23
All Figures in USD MM
Note:
Sources:
Understand your top
selling products and
improvements
required for the least
selling products
10
Revenue Split - By
Product/Segment
4.3
2.5
3.5
4.5
2.4
4.4
1.8
2.8
2 2
5.6
4
2.4
3.2
3
5.1
Product 1 Product 2 Product 3 Product 4
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
All Figures in USD MM
Received “top exporter of
the year 2018” award
Achieved 100 MM
in a single quarter
Launched a new
product
11
01
03
02
Key Developments/
Milestones Achieved
Table of Content
12
01 Business Overview
02 Financial Performance
03 Client and Project Updates
04 Competitor’s Analysis
05 Future Roadmap
06 CSR / Miscellaneous Activities
QUARTERLY
Business
Review
Note:
Sources:
COGS
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Net Profit
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Operating Profit
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Revenue
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
P&L - KPIs
13
All Figures in USD MM
Note:
Sources:
P&L - KPIs (Tabular Form)
14
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Net Sales 1,703.1 2,022.0 3,184.5 3,476.6
Other Income 4.0 9.9 11.8 31.8
Total Income 1,707.2 2,031.9 3,196.3 3,508.4
Expenses
Total Material Consumed 1,282.5 1,374.7 2,028.2 2,200.4
Employee Benefit Expense 92.1 128.4 155.6 226.5
Other Expenses 71.2 167.3 265.6 299.7
EBITDA 261.3 361.6 746.9 781.8
% EBITDA 15.3% 17.8% 23.4% 22.3%
Depreciation Expense 28.4 45.8 60.0 69.3
Financing Cost 66.9 128.8 198.1 273.9
Profit Before Tax 166.0 186.9 488.8 438.5
Taxes 4.0 -0.8 138.8 100.8
Profit After Tax 162.0 187.7 350.0 337.7
% PAT 9.5% 9.2% 11.0% 9.6%
Note:
Sources:
All Figures in USD MM
Current Liabilities
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Total Liabilities
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Total Assets
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Current Assets
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Balance Sheet - KPIs
15
All Figures in USD MM
Note:
Sources:
Balance Sheet - KPIs (Tabular Form)
16
Note:
Sources:
All Figures in USD MM
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Shareholders‘ Equity 529.8 1,067.8 1,294.6 1,632.4
Non–current Liabilities 535.0 548.2 513.5 989.0
Short–term Borrowings 439.8 622.7 720.6 1,603.8
Trade Payables 352.9 508.9 760.4 433.7
Other Current Liabilities 5.9 147.3 289.5 372.6
Short Term Provisions 21.4 6.2 15.0 28.0
Current Liabilities 820.1 1,285.0 1,785.5 2,438.1
Total Liabilities 1,760.4 2,678.1 3,316.3 4,730.4
17
Balance Sheet - KPIs (Continue….)
Total Fixed Assets 803.2 1,034.6 1,159.5 1,751.3
Non–Current Investments 26.6 26.6 104.5 26.6
Long Term Loans and Advances - 8.0 73.4 204.8
Other Non–Current Assets - 13.8 - -
Current Investments - - - 77.9
Inventories 341.3 731.3 771.3 1,215.8
Trade Receivables 477.6 605.1 996.1 1,061.3
Cash and Bank Balances 33.0 89.5 132.2 258.8
Short–term Loans & Advances 75.8 169.1 76.9 131.6
Other Current Assets 2.9 0.0 2.3 2.4
Current Assets 930.5 1,595.1 1,978.8 2,747.8
Total Assets 1,760.4 2,678.1 3,316.3 4,730.4
Note:
Sources:
All Figures in USD MM
Financing Activities
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Net Increase in Cash
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Investing Activities
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Operations
50
60 65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Cash Flow Statement - KPIs
18
All Figures in USD MM
Note:
Sources:
Cash Flow Statement - KPIs (Tabular Form)
19
FY12 FY13 FY14 FY15
Cash flow from Operations 3,184 3,476 4,621 6,168
Cash flow from Investing
Activities 723 781 834 1,210
Cash flow from Financing
Activities 326 337 223 459
Change in Cash & Cash
Equivalents 1,017 1,303 1,490 1,836
Note:
Sources:
All Figures in $ MM
Key Financial Ratios
20
Return on
Equity
10%
Return on
Investment
10%
(Price-to-Earnings)
P/E Ratio
Q2 FY18
10
Debt to Equity
Ratio
10
Current
ratio
10
Q1 FY18
10
(Price-to-Earnings)
P/E Ratio
Return on
Assets
10%
Q1 FY18
Return on
Assets
10%
Q2 FY18
Note:
Sources:
Funding Updates - Debt
21
Final Limits FY18
$ XX MM apprised by Bank name
Bank FBWCL NFBWCL TOTAL %
% %
Bank 1 85 40.5% 171 32.6% 256 34.8%
Bank 2 41 19.5% 34 6.5% 75 10.2%
Bank 3 15 7.1% 60 11.4% 75 10.2%
Bank 4 0 0.0% 30 5.7% 30 4.1%
Bank 5 12 5.7% 33 6.3% 45 6.1%
Bank 6 3 1.4% 14 2.7% 17 2.3%
Bank 7 12 5.7% 60 11.4% 72 9.8%
Bank 8 8 3.8% 35 6.7% 43 5.9%
Bank 9 4 1.9% 53 10.1% 57 7.8%
Bank 10 15 7.1% 15 2.9% 30 4.1%
Bank 11 15 7.1% 20 3.8% 35 4.8%
Total 210 100% 525 100% 735 100%
Add the names of
banks and
funding limits
appraised by
each bank
FBWCL – Fund based working capital Limit; NFBWCL – Non-Fund based working capital limit
Note:
Sources:
All Figures in USD MM
22
Funding
Updates - Equity
Shareholder
Name
Shareholding Pattern
Total Shares Percentage (%)
Name 1 85 40.5%
Name 2 41 19.5%
Name 3 15 7.1%
Name 4 0 0.0%
Name 5 12 5.7%
Name 6 3 1.4%
Name 7 12 5.7%
Name 8 8 3.8%
Name 9 4 1.9%
Name 10 15 7.1%
Name 11 15 7.1%
Total 210 100%
Table of Content
23
01 Business Overview
02 Financial Performance
03 Client and Project Updates
04 Competitor’s Analysis
05 Future Roadmap
06 CSR / Miscellaneous Activities
QUARTERLY
Business
Review
Note:
Sources:
Top Customers & Vendors
24
S. NO. CUSTOMERS AMOUNT
1 Name 1 45,203
2 Name 2 45,203
3 Name 3 45,203
4 Name 4 45,203
5 Name 5 45,203
S. NO. VENDORS AMOUNT
1 Name 1 45,203
2 Name 2 45,203
3 Name 3 45,203
4 Name 4 45,203
5 Name 5 45,203
Note:
Sources:
All Figures in USD MM
Identify your top
customers and
vendors and
prepare a key
strategy for them
Top Debtors & Creditors
25
S. NO. CREDITORS AMOUNT
1 Name 1 45,203
2 Name 2 45,203
3 Name 3 45,203
4 Name 4 45,203
5 Name 5 45,203
S. NO. DEBTORS AMOUNT
1 Name 1 45,203
2 Name 2 45,203
3 Name 3 45,203
4 Name 4 45,203
5 Name 5 45,203
Note:
Sources:
All Figures in USD MM
Identify your top
debtors and
creditors and
prepare a key
strategy for them
26
Client Updates
Client 1 Client 2 Client 3 Client 4 Client 5
Major Clients Acquired
New Clients Acquired
10
Note:
Sources:
Project Updates
27
Pipeline
Orders
S. NO. CLIENT NAME AMOUNT
1 Name 1
2 Name 2
3 Name 3
4 Name 4
5 Name 5
Major
orders
in
hand
S. NO. CLIENT NAME AMOUNT
1 Name 1
2 Name 2
3 Name 3
4 Name 4
5 Name 5
Major
Projects
Lost
S. NO. PROJECT NAME AMOUNT
1 Name 1
2 Name 2
3 Name 3
4 Name 4
5 Name 5
Major
Projects
Bagged
S. NO. PROJECT NAME AMOUNT
1 Name 1
2 Name 2
3 Name 3
4 Name 4
5 Name 5
All Figures in USD MM
Note:
Sources:
Table of Content
28
01 Business Overview
02 Financial Performance
03 Client and Project Updates
04 Competitor’s Analysis
05 Future Roadmap
06 CSR / Miscellaneous Activities
QUARTERLY
Business
Review
Note:
Sources:
Competitor Analysis
29
60
48
40
20
51
65
38
32
45
50
55
44
30 32
43
65
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Revenue
Note:
Sources:
All Figures in USD MM
Your Company Competitor 1 Competitor 2 Competitor 3
Competitor Analysis
30
20%
20%
20%
40%
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Competitor 3
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Competitor 2
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Competitor 1
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Your Company
Market Share
Note:
Sources:
All Figures in %
Competitor Analysis
31
45%
20%
40%
35%
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
All Figures in USD MM
Cost of Goods Sold
Note:
Sources:
Your Company Competitor 1 Competitor 2 Competitor 3
Competitor Analysis
32
45%
20%
40%
35%
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
All Figures in %
Net Profit Margin
Note:
Sources:
Your Company Competitor 1 Competitor 2 Competitor 3
Benchmarking Competitive Intelligence
33
Product 1
Product 2
Product 3
Product 4
Text Here Text Here
Text Here
Text Here
LOW
HIGH
PRICE
LOW HIGH
QUALITY
Note:
Sources:
High Quality, Low Price
High Quality, High Price
Low Quality, Low Price
High Quality, Low Price
Table of Content
34
01 Business Overview
02 Financial Performance
03 Client and Project Updates
04 Competitor’s Analysis
05 Future Roadmap
06 CSR / Miscellaneous Activities
QUARTERLY
Business
Review
Note:
Sources:
30-60-90 Day Plan
35
1. Watch product and customer
videos
2. Review the opening/introductory
pitch and related call scripts
3. Review poor follow-up emails
and good email tips
4. Review and practice current
sales pitch.
1. Learn the add-on details
about business and
products to gain
expertise and confidence
1. Master the sales pitch with
different persons and
industries
2. Master giving an overview
demo
3. Learn additional details about
solutions
90
Days
60
Days
30
Days
Note:
Sources:
Light Bulb With Time Planning Ideas
36
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01
02
03
04
05
06
Text
Here
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Product Roadmap (Layout-1)
37
04
03
02
05
06
01
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Product Roadmap (Layout-2)
38
Text Here
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug Your Text Here
Your Text Here
Your Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
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Sources:
Product Roadmap (Layout-3)
39
Sep
Aug
July
Jun
May
Apr
Mar
Feb
Jan
Your Text Here
Your Text Here
Your Text Here
Your Text Here Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
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Phases of Implementation
40
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Phase 01 Phase 02 Phase 03 Phase 04 Phase 05
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Major Roadblocks or Obstacles
41
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01
02
03
04
05
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42
Major Roadblocks
or Obstacles
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01
02
04
03
SWOT Analysis
43
Strengths
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Threats
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Weaknesses
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Opportunities
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Table of Content
44
01 Business Overview
02 Financial Performance
03 Client and Project Updates
04 Competitor’s Analysis
05 Future Roadmap
06 CSR / Miscellaneous Activities
QUARTERLY
Business
Review
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45
Corporate Social
Responsibility
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Customer Service Benchmarking
46
55
40
45
85
75
65
30
35
50
65
55
45
25
45
30
46
65
35
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Very Good Good Bad
Note:
Sources:
Customer Service Benchmarking
47
Phase 1
Phase 2
Phase 3
Phase 4
Phase 5
Phase 6
Phase 7
Phase 8 Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
Text Here
20%
Very Poor
40%
Poor
60%
Okay
80%
Good
100%
Excellent
Note:
Sources:
48
Organization Chart
Director
Sofia William
Developer
Chris Tucker
Designer
Marry Graves
Editor
John Graves
CEO
Peter Lee
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Goals and Success Metrics
49
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Text Here Text Here Text Here
Text Here
Your Text
Here
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Health Scorecard
50
50
Overall Score
Qualitative
Aspects
Quantitative
Aspects
10 20 30 40 50 60 70 80 90 100
0
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Icons for Quarterly Business Review
51
52
ADDITIONAL
SLIDES
Our Vision
53
Vision
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Mission
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54
About Us
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55
Our Team
CEO
John Smith
Marketing
Manager
Tom Mike
Financial
manager
Julie Hill
Product
Manager
Lily William
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Dashboard
56
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40
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90
70
60
50
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Post it
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01 02 04
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Newspaper Layout
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Newspaper
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News
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Puzzle
59
01
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is
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FY 12
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Thank You
Address
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Quarterly Business Review Powerpoint Presentation Slides

  • 2. To assess the current performance status To focus on critical issues, goals and objectives To reinforce the accountability and action plans of each team or individual To identify and remove barriers 2 Agenda 01 02 03 04
  • 3. Table of Content 3 01 Business Overview 02 Financial Performance 03 Client and Project Updates 04 Competitor’s Analysis 05 Future Roadmap 06 CSR / Miscellaneous Activities QUARTERLY Business Review Note: Sources:
  • 4. Table of Content 4 01 Business Overview 02 Financial Performance 03 Client and Project Updates 04 Competitor’s Analysis 05 Future Roadmap 06 CSR / Miscellaneous Activities QUARTERLY Business Review Note: Sources:
  • 5. Highlights 5 Highlight 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Q1 FY18 Highlight 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Q3 FY18 Highlight 4 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Q4 FY18 Highlight 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Q2 FY18 Note: Sources: Add all the key relevant highlights which you feel needs to be highlighted to your management
  • 6. Financial Summary 6 EBITDA $80 MM This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Q-o-Q Revenue Growth 50% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Net Revenue $100 MM This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Net Profit Margin 20% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Net Profit $20MM This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Note: Sources: These are some of the commonly used statistics and you can replace it with the desired parameters
  • 7. Revenue Split - By Geography 7 Asia This slide is 100% editable. Australia This slide is 100% editable. Africa This slide is 100% editable. South America This slide is 100% editable. 15% 25% 30% 10% 20% North America This slide is 100% editable. Note: Sources: Show the breakup of your revenue and understand your key markets
  • 8. Revenue Split - By Country 8 USA This slide is 100% editable. Brazil This slide is 100% editable. Russia This slide is 100% editable. Australia This slide is 100% editable. Africa This slide is 100% editable. Note: Sources:
  • 9. 9 Revenue Split - By Product/Segment Product Line Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Product 1 34 897 234 67 Product 2 65 64 234 245 Product 3 32 234 76 64 Product 4 56 64 23 23 All Figures in USD MM Note: Sources: Understand your top selling products and improvements required for the least selling products
  • 10. 10 Revenue Split - By Product/Segment 4.3 2.5 3.5 4.5 2.4 4.4 1.8 2.8 2 2 5.6 4 2.4 3.2 3 5.1 Product 1 Product 2 Product 3 Product 4 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 All Figures in USD MM
  • 11. Received “top exporter of the year 2018” award Achieved 100 MM in a single quarter Launched a new product 11 01 03 02 Key Developments/ Milestones Achieved
  • 12. Table of Content 12 01 Business Overview 02 Financial Performance 03 Client and Project Updates 04 Competitor’s Analysis 05 Future Roadmap 06 CSR / Miscellaneous Activities QUARTERLY Business Review Note: Sources:
  • 13. COGS 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Net Profit 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Operating Profit 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Revenue 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 P&L - KPIs 13 All Figures in USD MM Note: Sources:
  • 14. P&L - KPIs (Tabular Form) 14 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Net Sales 1,703.1 2,022.0 3,184.5 3,476.6 Other Income 4.0 9.9 11.8 31.8 Total Income 1,707.2 2,031.9 3,196.3 3,508.4 Expenses Total Material Consumed 1,282.5 1,374.7 2,028.2 2,200.4 Employee Benefit Expense 92.1 128.4 155.6 226.5 Other Expenses 71.2 167.3 265.6 299.7 EBITDA 261.3 361.6 746.9 781.8 % EBITDA 15.3% 17.8% 23.4% 22.3% Depreciation Expense 28.4 45.8 60.0 69.3 Financing Cost 66.9 128.8 198.1 273.9 Profit Before Tax 166.0 186.9 488.8 438.5 Taxes 4.0 -0.8 138.8 100.8 Profit After Tax 162.0 187.7 350.0 337.7 % PAT 9.5% 9.2% 11.0% 9.6% Note: Sources: All Figures in USD MM
  • 15. Current Liabilities 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Total Liabilities 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Total Assets 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Current Assets 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Balance Sheet - KPIs 15 All Figures in USD MM Note: Sources:
  • 16. Balance Sheet - KPIs (Tabular Form) 16 Note: Sources: All Figures in USD MM Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Shareholders‘ Equity 529.8 1,067.8 1,294.6 1,632.4 Non–current Liabilities 535.0 548.2 513.5 989.0 Short–term Borrowings 439.8 622.7 720.6 1,603.8 Trade Payables 352.9 508.9 760.4 433.7 Other Current Liabilities 5.9 147.3 289.5 372.6 Short Term Provisions 21.4 6.2 15.0 28.0 Current Liabilities 820.1 1,285.0 1,785.5 2,438.1 Total Liabilities 1,760.4 2,678.1 3,316.3 4,730.4
  • 17. 17 Balance Sheet - KPIs (Continue….) Total Fixed Assets 803.2 1,034.6 1,159.5 1,751.3 Non–Current Investments 26.6 26.6 104.5 26.6 Long Term Loans and Advances - 8.0 73.4 204.8 Other Non–Current Assets - 13.8 - - Current Investments - - - 77.9 Inventories 341.3 731.3 771.3 1,215.8 Trade Receivables 477.6 605.1 996.1 1,061.3 Cash and Bank Balances 33.0 89.5 132.2 258.8 Short–term Loans & Advances 75.8 169.1 76.9 131.6 Other Current Assets 2.9 0.0 2.3 2.4 Current Assets 930.5 1,595.1 1,978.8 2,747.8 Total Assets 1,760.4 2,678.1 3,316.3 4,730.4 Note: Sources: All Figures in USD MM
  • 18. Financing Activities 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Net Increase in Cash 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Investing Activities 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Operations 50 60 65 72 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Cash Flow Statement - KPIs 18 All Figures in USD MM Note: Sources:
  • 19. Cash Flow Statement - KPIs (Tabular Form) 19 FY12 FY13 FY14 FY15 Cash flow from Operations 3,184 3,476 4,621 6,168 Cash flow from Investing Activities 723 781 834 1,210 Cash flow from Financing Activities 326 337 223 459 Change in Cash & Cash Equivalents 1,017 1,303 1,490 1,836 Note: Sources: All Figures in $ MM
  • 20. Key Financial Ratios 20 Return on Equity 10% Return on Investment 10% (Price-to-Earnings) P/E Ratio Q2 FY18 10 Debt to Equity Ratio 10 Current ratio 10 Q1 FY18 10 (Price-to-Earnings) P/E Ratio Return on Assets 10% Q1 FY18 Return on Assets 10% Q2 FY18 Note: Sources:
  • 21. Funding Updates - Debt 21 Final Limits FY18 $ XX MM apprised by Bank name Bank FBWCL NFBWCL TOTAL % % % Bank 1 85 40.5% 171 32.6% 256 34.8% Bank 2 41 19.5% 34 6.5% 75 10.2% Bank 3 15 7.1% 60 11.4% 75 10.2% Bank 4 0 0.0% 30 5.7% 30 4.1% Bank 5 12 5.7% 33 6.3% 45 6.1% Bank 6 3 1.4% 14 2.7% 17 2.3% Bank 7 12 5.7% 60 11.4% 72 9.8% Bank 8 8 3.8% 35 6.7% 43 5.9% Bank 9 4 1.9% 53 10.1% 57 7.8% Bank 10 15 7.1% 15 2.9% 30 4.1% Bank 11 15 7.1% 20 3.8% 35 4.8% Total 210 100% 525 100% 735 100% Add the names of banks and funding limits appraised by each bank FBWCL – Fund based working capital Limit; NFBWCL – Non-Fund based working capital limit Note: Sources: All Figures in USD MM
  • 22. 22 Funding Updates - Equity Shareholder Name Shareholding Pattern Total Shares Percentage (%) Name 1 85 40.5% Name 2 41 19.5% Name 3 15 7.1% Name 4 0 0.0% Name 5 12 5.7% Name 6 3 1.4% Name 7 12 5.7% Name 8 8 3.8% Name 9 4 1.9% Name 10 15 7.1% Name 11 15 7.1% Total 210 100%
  • 23. Table of Content 23 01 Business Overview 02 Financial Performance 03 Client and Project Updates 04 Competitor’s Analysis 05 Future Roadmap 06 CSR / Miscellaneous Activities QUARTERLY Business Review Note: Sources:
  • 24. Top Customers & Vendors 24 S. NO. CUSTOMERS AMOUNT 1 Name 1 45,203 2 Name 2 45,203 3 Name 3 45,203 4 Name 4 45,203 5 Name 5 45,203 S. NO. VENDORS AMOUNT 1 Name 1 45,203 2 Name 2 45,203 3 Name 3 45,203 4 Name 4 45,203 5 Name 5 45,203 Note: Sources: All Figures in USD MM Identify your top customers and vendors and prepare a key strategy for them
  • 25. Top Debtors & Creditors 25 S. NO. CREDITORS AMOUNT 1 Name 1 45,203 2 Name 2 45,203 3 Name 3 45,203 4 Name 4 45,203 5 Name 5 45,203 S. NO. DEBTORS AMOUNT 1 Name 1 45,203 2 Name 2 45,203 3 Name 3 45,203 4 Name 4 45,203 5 Name 5 45,203 Note: Sources: All Figures in USD MM Identify your top debtors and creditors and prepare a key strategy for them
  • 26. 26 Client Updates Client 1 Client 2 Client 3 Client 4 Client 5 Major Clients Acquired New Clients Acquired 10 Note: Sources:
  • 27. Project Updates 27 Pipeline Orders S. NO. CLIENT NAME AMOUNT 1 Name 1 2 Name 2 3 Name 3 4 Name 4 5 Name 5 Major orders in hand S. NO. CLIENT NAME AMOUNT 1 Name 1 2 Name 2 3 Name 3 4 Name 4 5 Name 5 Major Projects Lost S. NO. PROJECT NAME AMOUNT 1 Name 1 2 Name 2 3 Name 3 4 Name 4 5 Name 5 Major Projects Bagged S. NO. PROJECT NAME AMOUNT 1 Name 1 2 Name 2 3 Name 3 4 Name 4 5 Name 5 All Figures in USD MM Note: Sources:
  • 28. Table of Content 28 01 Business Overview 02 Financial Performance 03 Client and Project Updates 04 Competitor’s Analysis 05 Future Roadmap 06 CSR / Miscellaneous Activities QUARTERLY Business Review Note: Sources:
  • 29. Competitor Analysis 29 60 48 40 20 51 65 38 32 45 50 55 44 30 32 43 65 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Revenue Note: Sources: All Figures in USD MM Your Company Competitor 1 Competitor 2 Competitor 3
  • 30. Competitor Analysis 30 20% 20% 20% 40% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Competitor 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Competitor 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Competitor 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Your Company Market Share Note: Sources: All Figures in %
  • 31. Competitor Analysis 31 45% 20% 40% 35% Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 All Figures in USD MM Cost of Goods Sold Note: Sources: Your Company Competitor 1 Competitor 2 Competitor 3
  • 32. Competitor Analysis 32 45% 20% 40% 35% Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 All Figures in % Net Profit Margin Note: Sources: Your Company Competitor 1 Competitor 2 Competitor 3
  • 33. Benchmarking Competitive Intelligence 33 Product 1 Product 2 Product 3 Product 4 Text Here Text Here Text Here Text Here LOW HIGH PRICE LOW HIGH QUALITY Note: Sources: High Quality, Low Price High Quality, High Price Low Quality, Low Price High Quality, Low Price
  • 34. Table of Content 34 01 Business Overview 02 Financial Performance 03 Client and Project Updates 04 Competitor’s Analysis 05 Future Roadmap 06 CSR / Miscellaneous Activities QUARTERLY Business Review Note: Sources:
  • 35. 30-60-90 Day Plan 35 1. Watch product and customer videos 2. Review the opening/introductory pitch and related call scripts 3. Review poor follow-up emails and good email tips 4. Review and practice current sales pitch. 1. Learn the add-on details about business and products to gain expertise and confidence 1. Master the sales pitch with different persons and industries 2. Master giving an overview demo 3. Learn additional details about solutions 90 Days 60 Days 30 Days Note: Sources:
  • 36. Light Bulb With Time Planning Ideas 36 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 04 05 06 Text Here Note: Sources:
  • 37. Product Roadmap (Layout-1) 37 04 03 02 05 06 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Note: Sources: This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 38. Product Roadmap (Layout-2) 38 Text Here 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Jan Feb Mar Apr May Jun Jul Aug Your Text Here Your Text Here Your Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Note: Sources:
  • 39. Product Roadmap (Layout-3) 39 Sep Aug July Jun May Apr Mar Feb Jan Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Note: Sources:
  • 40. Phases of Implementation 40 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Phase 01 Phase 02 Phase 03 Phase 04 Phase 05 Note: Sources:
  • 41. Major Roadblocks or Obstacles 41 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 04 05 Note: Sources:
  • 42. 42 Major Roadblocks or Obstacles ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 04 03
  • 43. SWOT Analysis 43 Strengths This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Threats This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Weaknesses This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Opportunities This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Note: Sources:
  • 44. Table of Content 44 01 Business Overview 02 Financial Performance 03 Client and Project Updates 04 Competitor’s Analysis 05 Future Roadmap 06 CSR / Miscellaneous Activities QUARTERLY Business Review Note: Sources:
  • 45. 45 Corporate Social Responsibility ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 46. Customer Service Benchmarking 46 55 40 45 85 75 65 30 35 50 65 55 45 25 45 30 46 65 35 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Text Here Text Here Text Here Text Here Text Here Text Here Very Good Good Bad Note: Sources:
  • 47. Customer Service Benchmarking 47 Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 Phase 6 Phase 7 Phase 8 Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here 20% Very Poor 40% Poor 60% Okay 80% Good 100% Excellent Note: Sources:
  • 48. 48 Organization Chart Director Sofia William Developer Chris Tucker Designer Marry Graves Editor John Graves CEO Peter Lee This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Note: Sources:
  • 49. Goals and Success Metrics 49 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Your Text Here Note: Sources:
  • 50. Health Scorecard 50 50 Overall Score Qualitative Aspects Quantitative Aspects 10 20 30 40 50 60 70 80 90 100 0 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Note: Sources:
  • 51. Icons for Quarterly Business Review 51
  • 53. Our Vision 53 Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goals This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Note: Sources:
  • 54. 54 About Us This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Note: Sources:
  • 55. 55 Our Team CEO John Smith Marketing Manager Tom Mike Financial manager Julie Hill Product Manager Lily William Note: Sources:
  • 56. Dashboard 56 0 100 20 10 30 40 80 90 70 60 50 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 20% 0 100 20 10 30 40 80 90 70 60 50 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 50% 0 100 20 10 30 40 80 90 70 60 50 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 70% Note: Sources:
  • 57. Post it 57 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 04 03 Note: Sources:
  • 58. Newspaper Layout 58 Newspaper This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 11:12:2015 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. News Note: Sources:
  • 59. Puzzle 59 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Note: Sources:
  • 60. Target 60 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Note: Sources:
  • 61. Circle 61 01 02 03 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Note: Sources:
  • 62. Venn 62 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 03 01 Note: Sources:
  • 63. Mind Map 63 Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Note: Sources:
  • 64. Matrix 64 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. This slide is 100% editable. Low High Text Here B Text Here C Text Here D Text Here A Note: Sources:
  • 65. Lego 65 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 04 Note: Sources:
  • 66. Silhouettes 66 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Note: Sources:
  • 67. Magnifying Glass 67 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 06 05 04 Note: Sources:
  • 69. Funnel 69 01 02 04 05 06 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Note: Sources:
  • 71. Column Chart 71 30 40 60 80 100 120 140 180 200 80 110 140 170 206 230 260 270 370 0 50 100 150 200 250 300 350 400 450 500 550 600 2009 2010 2011 2012 2013 2014 2015 2016 2017 Dollars (In thousands) Product 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Note: Sources:
  • 72. Line Chart 72 0 10 20 30 40 50 60 70 80 90 100 Sun Mon Tue Wed Thu Fri Sat In Percentage % 2020 2017 Note: Sources:
  • 73. Donut Pie Chart 73 2017 Text Here 20% Text Here 7% Text Here 30% Text Here 4% Text Here 9% Text Here 25% Text Here 5% Note: Sources:
  • 74. Bar Chart 74 3 4 5 6 7 8 9 10 11 0 2 4 6 8 10 12 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08 FY 09 Sales In Percentage Note: Sources:
  • 75. Area Chart 75 Product 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 0 10 20 30 40 50 60 70 80 90 100 FY 12 FY 11 FY 10 FY 09 FY 08 FY 07 FY 06 FY 05 FY 04 FY 03 FY 02 FY 01 In Percentage 100% Note: Sources:
  • 76. Scatter Chart 76 5 20 10 9 35 15 30 30 56 $0.00 $10.00 $20.00 $30.00 $40.00 $50.00 $60.00 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% X-Values Y-Values Note: Sources:
  • 77. Stock Chart 77 0 10 20 30 40 50 60 70 0 20 40 60 80 100 120 140 160 05-01-2017 06-01-2017 07-01-2017 08-01-2017 09-01-2017 Volume Volume High Low Close Note: Sources:
  • 78. Radar Chart 78 0 5 10 15 20 25 30 35 02-05-2017 06-05-2017 07-05-2017 09-04-2017 11-05-2017 12-05-2017 Product 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Note: Sources:
  • 79. Combo Chart 79 0 1 2 3 4 5 6 7 8 9 10 0 10 20 30 40 50 60 70 80 90 100 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08 Growth Rate (%) Market Size (RMB 100 Million) Product 01 Product 02 Product 03 Note: Sources:
  • 80. 80 Thank You Address # street number, city, state Email Address: emailaddress123@.com Contact numbers 0123456789 Note: Sources: