Overview

 This template is designed to make it easy to create professional visualizations. All the charts have been done so the user simply needs to enter their financial line items into each year and the charts will all update.
Being ‘pitch deck ready’ simply speaks to the way these visualizations were put together. The most important things are clarity of fonts, color simplicity, sizing of fonts / axis, spelling, and general clarity of the actual data that is being presented. You don’t want your pitch deck to have confusing financial information in it that is not well known.
The data points that are displayed encompass the primary financial performance items that are most commonly sought after by those who are likely to view pitch decks in a meaningful way. The charts include the following metrics on an annual basis for up to 5 years:

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

Nearly any business should have those financial line items solved for if they are building a pitch deck. The only one that is not 100% common is customer count as you may not have relevance for that, but all the rest are fairly analogous to any business.
There is a Google Sheet and Excel version that comes in the download.
Note, this can be used for historical presentation purposes as well as partial historical and partial forecast. The video overview will explain more about this approach (link in file).

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