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"Money, like emotions, is something you must control to keep your life on the right track." - Natasha Munson, author and motivational speaker.
The quote holds true in life and business. Money gives us the freedom to invest in experiences and own things we desire. Similarly, it helps businesses stay on track and achieve their goals and objectives.
Financial management is a core competency that transcends industries and businesses. You must carefully look after planning, directing, investing, and monitoring the flow of funds. These activities will help you in achieving business goals.
Today, we will look into key performance indicator (KPI) templates that will help you with the performance monitoring aspect of finance.
Financial indicators like current working capital, gross profit margin, and operating cash flow help you measure the financial performance of your business. They are a reflection of how well you are managing a company's financial assets.
Are you responsible for preparing the financial reports for your company? Here are our top 5 finance report templates, which you can use as a starting point.
SlideTeam has several pre-designed finance KPI templates available that you can employ for performance measurement. We have customizable PPTs for finance metrics like account receivables and payables, current and quick ratios, cost and benefit, and more.
Financial data is best presented using tables and graphs. These design elements break down the complexity of numbers and make them easy to understand.
The USP of using our graph-based templates is that they are easy to customize. The templates are linked to Excel, so any changes you make are automatically reflected in the graphs. It helps save time and effort.
Do you work in the finance department? Here are seven finance department presentation templates that can help you organize data such as year-end reviews, gap analyses, and skill assessments.
Let's explore our top 10 finance KPI templates.
Template 1: Finance KPI PowerPoint
Are you responsible for finance executive reporting activities? If so, here is a comprehensive finance KPI PPT that can help. The PPT is a collection of 10+ slides with detailed dashboards. For example, it contains dashboards for data like profit metrics, income and cash flow, portfolio management, and profitability ratios. The slides are equipped with lines, bars, columns, and pie charts. The charts help condense realms of financial data in a digestible format. The templates provide decision-makers with a quick overview of the company's financial health. The slides are editable, so you can add/remove design elements and content as required. Download the PPT now.
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Template 2: Financial Performance KPI PowerPoint
How do you manage your business's financial assets? How well do you utilize them to generate revenue? You can answer these questions by measuring the financial performance of your company. Metrics like working capital, turnover ratio, gross profit margin, and return on assets are the top indicators of performance. You can use our premade PPT to record and present these performance metrics. When you download the bundle, you get 10+ slides that you can customize according to your company's data. The use of tables, graphs, and colors adds a visual appeal to the slides. Get the template today.
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Template 3: Supply Chain Management KPI Dashboard Finance PPT
Do you want to present financial performance in relation to inventory data? If so, here is a supply chain management KPI dashboard that can help. It includes tables for details like order status, volume, and inventory. Then, you have a bar graph that shows financial performance across regions like North America, South America, Europe, and Asia. The graph provides four key pieces of information: cash to cycle time, inventory days, and accounts receivables and payables days. The graph is data-driven, meaning it will adjust according to Excel data. The template includes editing instructions, which you can use to change color and size as required. Grab the PPT today.
Template 4: Finance Portfolio Management KPIs and Dashboard PowerPoint
Do you provide portfolio management services? Here is a collection of finance portfolio management templates you can employ to present KPI details. For example, the PPT includes a performance dashboard with multiple charts showing client and asset data. It also includes a cost and benefit dashboard that can be used for executive analysis. For example, portfolios can be marked using green, yellow, and red icons indicating their risk levels. The bundle contains additional slides like mission, vision, and comparison for a well-rounded presentation. Download the PowerPoint now.
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Template 5: Executing Reporting KPI Dashboard
Do you need to prepare an executive-level report covering important business departments? If so, here is a dashboard template that can help. It includes details for marketing, sales, finance, and products. There are sections dedicated to data like total accounts YTD and average MRR per account. We have used tables and speedometers to present information. The dashboard provides a consolidated view of important numbers, which can help executives make quick data-backed decisions. You can customize the slide using the instructions that are available on download. Get the template today.
Template 6: Quarter-Based Finance Review KPI Presentation Slide Layout
Do you want to compare your company's performance over the financial year? Here is a quarter-based finance review template you can employ. You can present data for Q1, Q2, Q3, Q4 and consolidated data in the year column. We have used different colors for all columns for easy distinction and understanding. You can list several KPIs like revenue, gross profit, customer acquisition, and more. The template is customizable, so add KPIs and data as required. You will also receive the editing instructions when you download the presentation. Grab the slide now.
Template 7: Finance KPI Dashboard Illustrating Income and Cash Flow
What is your business's net income? How much money went in and out of your company? How much are you spending? What do you owe your vendors? You can answer all these questions with our income and cash flow dashboard. It highlights the critical finance metrics like total income and expenses at the top. It also shows the target value and the percentage of the target achieved. The second half of the slide uses column and line charts to present the same data over a year. The dashboard is helpful for stakeholders wanting to take a quick look at the organization's financial health. Download now.
Template 8: Financial Performance KPI Dashboard with Working Capital and Cash Conversion Ratios
Working capital is essential to keep routine business operations going. It is the difference between your company's current assets and liabilities. On the other hand, the cash conversion cycle is the time taken to convert your resources into cash. It is an essential metric considered by investors and lenders. You can present these details using our KPI dashboard. On the left side, you can see current assets, liabilities, and working capital details. On the right side are graphs for cash conversion cycles. Download the template to present business liquidity details.
Template 9: Return on Equity KPI to Measure Financial Performance
Return on equity (ROE) is one of the key financial metrics investors care about. ROE is presented in terms of percentage. It tells investors how well the business has utilized shareholders' money and how profitable it is. Here is a template you can use to present the ROE% of your business. The graph defines the industry average and your company's performance over the years. You also have a key insights section where you can highlight relevant information. The template is editable, so you can change design elements and graph values as required. Get the template now.
Template 10: Key Financial Operation Performance Metrics
Monitoring financial metrics is vital to understanding whether you are progressing and on track to meet business goals. If the performance is not as expected, you can change strategies and reduce losses. Use our financial operation performance template to present these metrics. Here, we highlight four metrics: return on assets, working capital ratio, return on equity, and debt-equity ratio. We have employed column, line, and area charts to present data in an easy-to-understand manner. Download the template today.
Measure Business Performance with our Finance KPI Templates
Finance KPIs tell you how well your business is performing. Specialists and executives can use these metrics for financial analysis and management. Our templates, enriched with tables and graphs, can help you present critical financial data. We have slides you can use to present financial overviews or specific topics like income statements, cash flow, accounts receivable, and payables. The templates are 100% editable, so you can customize them according to your business data and branding.
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