Financial Review Deck

About this template

A financial review in eight slides

This deck is short: cover, agenda, one section divider, one detail slide, a comparison slide, a key-metrics slide, a trend slide and a closing slide. That means only one body section has a divider in front of it. It fits a monthly or quarterly review; a full-year close that walks through each business unit needs more sections.

The four agenda items and their slides

The agenda lists four items: profit cascade, liquidity and profitability ratios, key metrics, trend analysis. Only the first has a divider-and-body pair (slides 3 and 4); the other three are carried directly by the comparison slide 5, the metric tiles on slide 6 and the bars on slide 7. So no agenda item is missing a slide, but there is exactly one free-form body slide. If you need to explain revenue breakdown, costs, the balance sheet or cash flow separately, duplicate slides 3 and 4 as a pair and add a matching line to the agenda. Three pairs – P&L, cash flow, balance sheet – makes a comfortable 12-slide deck. If you keep eight slides, retitle the single section to the period you are reporting, for example “Q2 profit cascade”.

What belongs on each slide

1. Slide 4, labelled DETAIL, leads with breaking the path from revenue to net profit into stages and ships with gross profit 128.4bn, operating profit 34.2bn, pre-tax profit 31.8bn. Either add net profit as a fourth line or reassign the three to revenue, profit and cash.
2. Slide 5 puts liquidity on the left (current 178%, quick 121%, debt 92%) opposite profitability on the right (gross margin 34.0%, interest coverage 8.6x, ROE 11.8%). You can repurpose the same left-right frame as plan versus actual, or year on year.
3. Slide 6: four large figures. Mix different kinds of metric.
4. Slide 7: four bars, currently the four profit stages.

Swapping in your numbers

• Slide 4, for example: Q2 gross profit 128.4bn at 96% of plan / operating profit 34.2bn, up 2.8bn on Q1 / operating cash inflow 21.0bn.
• Slide 5, for example: plan – current ratio 170%, debt ratio 88%; actual – current ratio 178%, debt ratio 92%.
• Slide 6 cards ship as gross profit KRW 128.4bn, operating margin 26.6%, debt ratio 92% and interest coverage 8.6x, which already mixes profitability with solvency. The debt ratio and the interest coverage also appear on slide 5, so changing one side alone puts the two slides out of step.

Placeholder text you must replace

Slide 6 carries a footnote saying the metrics are sample values to be replaced with real data, and the axis note on slide 7 says the unit is an index with a base of 100. Once you enter real amounts, replace both with your actual source and unit, for example “in KRW 100m, consolidated”. The four bars – 128, 34, 32, 25 – are the profit cascade, not a time series, so the trend title misleads; retitle it as a profit breakdown or replace the bars with four quarters. Fill in the style blurb and the presenter placeholder on the cover and the company placeholder under the divider on slide 3. The closing line reads “we have checked our financial strength”; adding one sentence on next quarter’s priority gives Q&A a starting point.

Questions that come back at you

• Leaving the four-line agenda untouched while adding new topics verbally. What is not on screen does not reach the minutes.
• Leaving the six ratios on slide 5 as shipped (current 178%, quick 121%, debt 92%, gross margin 34.0%, interest coverage 8.6x, ROE 11.8%). They have to come from the same close as the KPI and trend slides that follow.
• Writing the same gross profit two ways – “128.4bn won” on slide 4 and “KRW 128.4bn” on slide 6. Split notation causes transcription errors.
• Quoting a 26.6% margin and a 92% debt ratio without stating the period or whether the figures are consolidated, so nobody can tell improvement from seasonality.