Top 20 Templates to Present a Financial Status Report

The 4th US President James Madison held an uncompromising view on banks. He said in the late 18th century, “History records that the money changers have used every form of abuse, intrigue, deceit, and violent means possible to maintain their control over governments by controlling money and its issuance.”

A century later, John Pierpont Morgan's rescue of the American government's finances clearly proved Madison right and resulted in him being reprimanded as “sinister complot”.

In the finance world, little seems to change. Market manipulation, speculation, and exploitation of the finances have been a trend of the season. The same is true for many other industries, mopping up the pieces for cheap.

Hence, like any other industry, finance is prone to many trials and tribulations, which, when addressed properly, may burst the bubble, rake in new opportunities, and lead to innovation and boom. Having witnessed a plethora of innovations, such as note discounting bills and collateralized debts, finance has the dark history of boom-bust cycles. Yet, the basic principle is immutable.

And lessons being learned, here we have put together a list of 20 financial status report examples, all ready to provide valuable perspectives on growth and development. These one-page reports should be run periodically and upgraded to see the big picture critically and begin the transformation!

Template 1

List all financial activities and make your efforts count with this one-page report template. Management can deploy it to allocate the resources effectively and invest in the right areas at the right time. Sound business decision-making power is also amplified with this intuitively designed one-pager.

Download One-Page Monthly Financial Performance Reports For Management

Template 2

This template is suitable for any sector or industry. It encourages financial fluency, keeping your monetary affairs in order. With this one-page status report, your stakeholders, creditors, and top management will better understand the financial health of the organization.

Download Summary Of One-Page Quarterly Report With Financial Highlights

Template 3

Entrepreneurs need reliable resources to manage their financial structure. This one-page summary document empowers you to take a proactive approach by showing you a snapshot of all the major KPIs. It also increases long-term profitability by helping you make sound investment decisions. Since this is an editable template, it deserves every right to be downloaded and used. Therefore, grab it now!

Download One-Pager Annual Report And Financial Statement Presentation

Template 4

Investors and creditors can refer to this one-page report design to evaluate the financial performance of the organization. It can be upgraded multiple times for increased efficiency and productive results. Therefore, get your hands on it now!

Download Single Pager Company’s Financial Statement Presentation Report

Template 5

Visually track and display banking KPIs and insights using this one-page financial status report template. These include business momentum, client mix, total income, etc, to track results and use them to make informed decisions. Creditors, entrepreneurs, and others can deploy this visual tool to see the historical trends and shifts via predictive analysis.

Download One-Page Summary Investment Banking Financial Overview Report

Template 6

Provide an overview of how financially able or disabled your organization is using this one-page financial report template. It delivers a snapshot of the main metrics like key risks, team details, project overflow, and others, which can be adjusted as per your needs. Additionally, it possesses calculative powers to manage your resources well.

Download One-Pager Production Finance Sheet Presentation Report

Template 7

Deliver a broader overview of the most critical finance KPIs of your organization with this insightful tool. This template can be applied to any industry and is pivotal to maintaining the financial health of the organization. It also encourages financial fluency, a stat that can be used to compare later.

Download One-Page Five Years Financial Highlights Of The Company Presentation Report

Template 8

Need a higher-level grasp of important financial metrics? Ditch those long-winded monologue presentations and opt for this one-pager instead. With all the major listings like balance sheet, activity ratios, cash flow statement, etc, this is a great example to deploy. It will not only serve as a roadmap to your financial health but also empower employees to focus on team management and building.

Download Summary Page Of Financial Statement Analysis Presentation Report

Template 9

Deploy this template to empower your employees to take a proactive approach and help contribute to the growth of the organization. It covers financial highlights for various years and parameters, thereby enhancing your decision-making power.

Download Summary Page Of Annual Audited Financial Report

Template 10

Showcase the financial strength and weaknesses of your organization for the past five years with this PPT template. Deploy it to increase your financial fluency as well as make amendments in the process. This one-page financial status report template can also be used as a dashboard listing all the major KPIs and their profitable growth stats.

Download One-Page Financial Highlight Of The Company For Last Five Year Report

Template 11

One of the easiest ways to gain insights into your profits is by using a financial status report. This one-pager is a resourceful tool for executives and interested parties to grasp financial knowledge and use it to their advantage. Additionally, you can present a compiled snapshot of all the necessary financial figures and encourage efficient analyses with this handy design.

Download One-Page Quarterly Financial Information Infographic PPT

Template 12

Highlight your organization's financial strengths and weaknesses for five semi-annual years with this design. In addition to reporting the financial status, this one-page template can also be used as a dashboard highlighting all the major KPIs and their profitable rates. Since this is a data-driven template, you can populate it with your own stats and figures easily. Therefore, grab it now!

Download One-Page Financial Highlights Of Company For Five Semi Annual Years Presentation Infographic

Template 13

This is a one-page document for executives to add and present their financial projections. This encourages the proper allocation of resources, yielding profitable results thereafter. Any industry enthusiast can deploy it to make their life easy and convenient. However, it is best suited for bankers and investors.

Download One-Page Financial Overview Investment Banking Report PPT

Template 14

Utilize this robust finance report template to communicate key information periodically. These may include daily, weekly, and monthly financial KPIs. It is a data-driven and adaptable report design that is available for immediate download. So click on the download link below to boost your financial fluency.

Download One-Pager Financial Projection Summary Of Company Presentation Report

Template 15

This is also a one-page financial report template that creditors and business executives can utilize to measure success. Five-year data can be displayed in this PPT template to make comparisons and informed decisions. Downloading this template also guarantees financial regularity. So grab it now!

Download One-Page Company Financial Highlights Comparing To Previous Years Report Infographic PPT

Template 16

You can project financial highlights and future insights with this well-structured one-page summary document. The professional PPT design is minimalist yet informative enough to help you gather quality information and use it to your advantage.

Download Overall Business Financial Highlights And Future Insights Presentation Report

Template 17

Fast-growing companies often forget to evaluate their financial health. However, this template helps solve this issue by providing a roadmap to calculate all the major financial KPIs and metrics. Use it to deliver a snapshot and examine all the areas that bring tangible results. Additionally, this one-pager comes loaded with information that can be interpreted as per your needs.

Download Summary Page Of Annual Report Analysis Presentation

Template 18

Failure to access financial health leads to deep falls. This one-page financial status report template encourages sanity and fluency for the banking industry by providing a handy and intuitive tool. You can download it and present a snapshot of key financial ratios that can be populated with your own stats. In short, this is a highly reliable template design. So download it now.

Download Financial Overview Investment Banking One- Page Summary Report

Template 19

Business managers need to make informed decisions. Investors need a snapshot of the financial sanity of the organization to make an investment. This template ensures that all these needs and a lot more are met as frequently as required. This polished PPT template can be deployed to input quarterly stats, which can be upgraded as and when needed. Even when thinking of getting a loan, this one-page quarterly financial report will prove to be an asset. Therefore, grab it now!

Download One-Page Business Quarterly Financial Report

Template 20

Although there are other ways to measure the success of your restaurant, this one-pager provides the best information. Use it as a financial tool that reflects all the major KPIs specified over a definite period. Additionally, it can be adjusted to your needs owing to its adaptable layout.

Download Summary One-Page Food And Beverages Company Financial Analysis Document PPT

To conclude

A financial plan based on a blind guess or outdated methods of measurement will not only stunt your growth but could also lead to errors and inefficiencies that will prove detrimental to the health of your business. The future of reporting rests in data-driven one-pagers. If you leverage their power today, you will reap great rewards tomorrow and long into the future.

Therefore, the samples and examples outlined above will allow you to see the full picture of your company's financial figures. They are also way more forward than anticipated.

So pick and download your favorite one now. And register as a subscriber rather than an admirer if you enjoy it all!

Top 20 Templates to Present a Financial Status Report