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How to Create an Appealing Report Presentation (Guide + Templates)

Sharing data, insights, and recommendations extracted from detailed analysis is a practice that consultants and heads of departments view as part of their everyday workload. Yet, effective communication techniques make a difference in whether the information disclosed is actionable, makes a lasting impact, or becomes critical for a decision’s outcome. 

In this article, we will guide you through the process of creating a good report presentation, from general aspects to specifics by niche, recommended PowerPoint templates to use, and which aspects you should avoid in the presentation design process.

What is a Report?

What is a report presentation, business report presentations, academic report presentations, technical report presentations, sales report presentations, marketing report presentations, project report presentations, non-profit and ngo report presentations, healthcare report presentations, environmental report presentations, do’s and don’ts on a report presentation, recommended report powerpoint templates.

A report is a formal, high-level document that compiles data, research findings, and recommendations tailored to a specific topic. Its core purpose is to grant stakeholders a detailed understanding of a situation and provide background for decision-making processes.

We can define a report presentation as the visual and verbal method of communicating the key elements of a written report. Typically, report presentations happen in meeting or conference settings, where the scale of the report presentation depends on any of these three factors:

• Topic of the report presentation
• People or teams involved in the outcome of the report
• People or teams that must be aware of the information retrieved from the report

Depending on its topic, the amount of slides or specific slide design to include, which we shall mention in the upcoming section.

Types of Report Presentations

Business report presentations focus on a business’s performance, strategy, and operations, conveying important information to stakeholders for decision-making purposes. These presentation slides are used during board meetings, business plan presentations , quarterly reviews, strategic planning sessions, and investor meetings.

A typical business report presentation should contain the following slides on its slide deck:

• Title Slide: Title, presenter’s name, date, and company logo.
• Agenda Slide: Outline of main sections.
• Executive Summary Slide: Key takeaways and highlights.
• Financial Overview Slide: Revenue, expenses, profit, and loss.
• Performance Metrics Slide: Key performance indicators (KPIs).
• Strategic Initiatives Slide: Current and future projects.
• Market Analysis Slide: Market trends and competitive analysis.
• SWOT Analysis Slide: Strengths, weaknesses, opportunities, and threats.
• Recommendations Slide: Suggested actions and next steps.
• Q&A Slide: Invite questions from the audience.
• Conclusion Slide: Summary of key points.

Presenters must generally focus on clearly expressing the key points and insights, using charts and graphs to illustrate their findings easily. Opt for a SWOT analysis PowerPoint template to simply the SWOT representation process.

Academic report presentations communicate research findings, project outcomes, and scholarly work to academic peers and professionals. They are common at academic conferences, seminars, workshops, and in classrooms (post-graduate settings).

To build a high-quality academic report presentation, consider the following slides:

• Title Slide: Title, author’s name, institution, and date.
• Introduction Slide: Background and research question.
• Literature Review Slide: Summary of relevant research.
• Methodology Slide: Research methods and design.
• Data Slide: Key data and statistics.
• Analysis Slide: Interpretation of data.
• Results Slide: Main findings.
• Discussion Slide: Implications and significance.
• Conclusion Slide: Summary of findings and future research directions.
• References Slide: List of sources and citations.
• Q&A Slide

Avoid jargon at all costs unless specifically required by your tutor. Aiming to create an interactive presentation out of it can be a plus. 

Technical report presentations detail technical data, research findings, and project updates (i.e., project status report templates ) to a specialized audience, often in fields like engineering, IT, and science. They are used in technical meetings, conferences, project updates, and during product development cycles.

The slides a technical report presentation should include are:

• Title Slide
• Problem Statement Slide: Definition and scope of the problem.
• Objectives Slide: Goals of the technical work.
• Methodology Slide: Technical approach and procedures.
• Data Slide: Key data points and measurements.
• Analysis Slide: Interpretation of technical data.
• Results Slide: Main findings and outcomes.
• Technical Challenges Slide: Issues encountered and solutions.
• Recommendations Slide: Suggested actions based on findings.
• Future Work Slide: Next steps or future research.
• Conclusion Slide

Diagrams, infographics, and graphs are handy for explaining complex data. Presenters should encourage the audience to ask questions about the topic and break down the complex elements into easy-to-understand chunks of information.

Sales report presentations provide insights into sales performance, trends, and forecasts to understand market conditions and sales strategies . Presenters who are looking how to make a presentation in the sales niche can apply it for sales meetings, quarterly reviews, strategy sessions, and performance evaluations.

A successful sales report presentation features the following slides on its deck:

• Agenda Slide
• Sales Performance Slide: Sales figures and trends.
• Target vs Actual Slide: Comparison of targets and actual sales.
• Sales by Region/Product Slide: Breakdown of sales data.
• Sales Pipeline Slide: Status of sales leads and opportunities.
• Customer Insights Slide: Key customer trends and feedback.
• Competitor Analysis Slide: Competitive landscape.
• Strategies Slide: Current and future sales strategies.
• Recommendations Slide: Suggested improvements and actions.

As a recommendation, in our experience, it’s a good practice to include a sales dashboard slide highlighting the key sale metrics. It would be beneficial if a new sales strategy were implemented and the team wanted to extract conclusive data from it.

Marketing report presentations analyze marketing campaigns, strategies, and performance metrics to assess the impact and plan future initiatives. We can come across this kind of report and presentation in situations like marketing meetings, marketing plan presentations , campaign reviews, strategy sessions, and performance evaluations.

Consider to list the following slides to create an effective marketing report presentation:

• Campaign Overview Slide: Summary of marketing campaigns.
• Performance Metrics Slide: Key metrics like ROI, conversion rates, and engagement.
• Audience Insights Slide: Data on target demographics and customer behavior.
• Channel Performance Slide: Performance by marketing channel (e.g., social media, email).
• Competitor Analysis Slide: Competitive landscape and benchmarking.
• Strategies Slide: Current and future marketing strategies.

This is a type of report presentation where you should encourage audience participation due to the importance of the creativity factor in new campaigns. Use infographics to represent dense groups of data related to social media reports . Strategy presentation templates are also a good fit to enhance your report presentation slide deck.

Additionally, we include on this following link a Free Social Media Report PowerPoint template for users to create professional-looking slides in seconds.

Project report presentations detail project progress, challenges, and outcomes, providing updates to stakeholders and ensuring alignment with goals. Typical use cases of these report presentations are project meetings, status updates, and post-project reviews.

To create a slide deck for project report presentations, consider to include these slides:

• Title Slide: Title, presenter’s name, date, and project name.
• Project Overview Slide: Summary of project goals and scope.
• Timeline Slide: Key milestones and project schedule.
• Progress Slide: Status of project phases and tasks.
• Challenges Slide: Issues encountered and mitigation strategies.
• Budget Slide: Financial status and budget adherence.
• Risk Management Slide: Identified risks and their management.
• Next Steps Slide: Upcoming tasks and milestones.

Gantt charts , progress bars , and budget graphs are excellent presentation tools for showcasing key information in project presentations . Be sure to include the exact dates for project updates.

Non-profit and NGO report presentations highlight the organization’s activities, achievements, and financial status, communicating with donors, volunteers, and the public. They are a key element of transparency in relationships with the public and donors, and they are used in board meetings, fundraising events, annual reviews, and community outreach.

To create this kind of report presentation, we need to include these slides:

• Mission Slide: Organization’s mission and goals.
• Activities Slide: Summary of recent activities and programs.
• Impact Slide: Data on the impact and outcomes of programs.
• Financial Overview Slide: Income, expenses, and budget status.
• Donor Recognition Slide: Acknowledgment of key donors and supporters.
• Challenges Slide: Issues faced and solutions implemented.
• Future Plans Slide: Upcoming projects and initiatives.

Harness the power of storytelling . Include success stories, impact charts, infographics, and program photos. Highlight the outcomes and benefits this organization has brought to its target community. Annual Report PowerPoint templates can speed up the design creation phase of your report presentation.

Healthcare report presentations provide data on patient outcomes, research findings, and healthcare initiatives aimed at improving medical practices and policies. They are used in medical conferences, healthcare meetings, research symposiums, and policy briefings.

The slides we must count on for building an effective healthcare report presentation are:

• Background Slide: Context and objectives of the report.
• Methodology Slide: Research methods and data collection.
• Data Slide: Key statistics and findings.
• Analysis Slide: Interpretation of data and implications.
• Recommendations Slide: Suggested actions or policy changes.
• Future Research Slide: Areas for further investigation.

If you need to share a patient’s data concerning a newly developed technique or as findings from research, be sure you are authorized to disclose that information. 

Finally, environmental report presentations focus on environmental research, sustainability projects, and ecological impact assessments to inform stakeholders and promote environmental protection. We can attend these kinds of presentations at ecological conferences, policy briefings, project reviews, and community meetings.

Include the following slides in your deck to create an outstanding environmental report presentation:

• Impact Slide: Environmental impact and sustainability metrics.
• Recommendations Slide: Suggested actions and policy changes.

Video presentations are ideal for adding an extra emotional factor and connecting with the audience about the importance of environmental causes, and they are also applicable to any kind of consulting report . Another key approach is to include testimonials from well-accredited sources or individuals affected by the environmental factor.

• Do start with a clear objective.
• Do use visuals to support your message.
• Do practice how to start your presentation .
• Do engage with your audience by asking questions and inviting feedback.
• Do end your presentation with powerful graphics
• Don’t overload slides with text.
• Don’t ignore your audience’s needs and interests.
• Don’t rush through the presentation.
• Don’t rely solely on the slides; use them to complement your speech.

How long should a report presentation be?

The length depends on the context and audience, but 15-30 minutes is a standard time for most report presentations.

What tools can I use to create a report presentation?

Common tools include PowerPoint, Google Slides templates , and Keynote. Specialized data visualization tools like Tableau can also be useful.

How can I make my report presentation more engaging?

Use storytelling techniques, interactive elements, and visual aids to engage your audience .

Should I distribute copies of the report?

It’s often a good idea to provide copies or a summary handout for the audience to follow along and refer to after the presentation.

In this section, you can find a list of curated report presentation slides to make your work easier. You can work with any of these designs or opt to use the ones presented above.

1. Expense Report Presentation Slide

This Expense Report PowerPoint Template is perfect for detailed financial presentations. Easily document and display expenses, including lodging, meals, supplies, parking, and airfare, with clear sections for reporting periods, submission details, and expense descriptions. Ideal for corporate reporting, budget reviews, and financial audits, ensuring organized and professional presentations.

Use This Template

2. Business Progress Report Slides for PowerPoint

This Business Progress Report Template is designed to track project milestones and performance metrics. Listing a profile section for team members and a color-coded progress indicator allows for clear visualization of project status. It is ideal for team meetings, stakeholder updates, and performance reviews, ensuring a concise and effective presentation.

3. Book Report Presentation Slide Deck for PowerPoint

This Book Report PPT template is ideal for structuring narrative elements in presentations. We can outline a story’s theme, setting, and characters with visual aids to enhance understanding. This template is perfect for writers, educators, and marketers to convey story concepts effectively, ensuring a cohesive and engaging presentation.

4. Annual Report Template for PowerPoint

This Annual Report slide deck is designed for clear financial analysis. It features sections for detailed descriptions, bar charts, and pie charts to represent expense data visually. Perfect for financial reviews, investor presentations, and budget meetings, this template ensures a comprehensive and professional overview of total expenses, facilitating informed decision-making.

5. Business Annual Report PowerPoint Template

A slide deck designed to showcase key financial metrics and achievements. We include sections for displaying significant figures, percentages, and growth indicators, making it perfect for annual reports, investor meetings, and financial reviews. With clear and visually appealing graphics, this template ensures a concise and impactful presentation of financial performance highlights.

6. Financial Dashboard Report Template for PowerPoint

Accurately represent financial information that’s critical for your organization by implementing this PPT report template. It is a data-driven layout containing different boxes to showcase KPIs; managers and team leaders can use this template to align organizational efforts toward a strategic goal.

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Consumer Reports, Design, Executive Reports, Financial Report Filed under Business

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7 Amazing Sales Presentation Examples (And How to Make Them Your Own)

7 Types of Slides to Include In Your Sales Presentation

Inside the mind of your prospect: change is hard, before-after-bridge: the only formula you need to create a persuasive sales presentation, facebook — how smiles and simplicity make you more memorable, contently — how to build a strong bridge, brick by brick, yesware — how to go above and beyond with your benefits, uber — how to cater your content for readers quick to scan, dealtap — how to use leading questions to your advantage, zuora — how to win over your prospects by feeding them dots, linkedin sales navigator — how to create excitement with color, how to make a sales pitch in 4 straightforward steps, 7 embarrassing pitfalls to avoid in your presentation, over to you.

A brilliant sales presentation has a number of things going for it.

Being product-centered isn’t one of them. Or simply focusing on your sales pitch won’t do the trick.

So what can you do to make your offer compelling?

From different types of slides to persuasive techniques and visuals, we’ve got you covered.

Below, we look at data-backed strategies, examples, and easy steps to build your own sales presentations in minutes.

• Title slide: Company name, topic, tagline
• The “Before” picture: No more than three slides with relevant statistics and graphics.
• The “After” picture: How life looks with your product. Use happy faces.
• Company introduction: Who you are and what you do (as it applies to them).
• The “Bridge” slide: Short outcome statements with icons in circles.
• Social proof slides: Customer logos with the mission statement on one slide. Pull quote on another.
• “We’re here for you” slide: Include a call-to-action and contact information.

Many sales presentations fall flat because they ignore this universal psychological bias: People overvalue the benefits of what they have over what they’re missing.

Harvard Business School professor John T. Gourville calls this the “ 9x Effect .” Left unchecked, it can be disastrous for your business.

According to Gourville, “It’s not enough for a new product simply to be better. Unless the gains far outweigh the losses, customers will not adopt it.”

The good news: You can influence how prospects perceive these gains and losses. One of the best ways to prove value is to contrast life before and after your product.

Luckily, there’s a three-step formula for that.

• Before → Here’s your world…
• After → Imagine what it would be like if…
• Bridge → Here’s how to get there.

Start with a vivid description of the pain, present an enviable world where that problem doesn’t exist, then explain how to get there using your tool.

It’s super simple, and it works for cold emails , drip campaigns , and sales discovery decks. Basically anywhere you need to get people excited about what you have to say.

In fact, a lot of companies are already using this formula to great success. The methods used in the sales presentation examples below will help you do the same.

We’re all drawn to happiness. A study at Harvard tells us that emotion is contagious .

You’ll notice that the “Before” (pre-Digital Age) pictures in Facebook’s slides all display neutral faces. But the cover slide that introduces Facebook and the “After” slides have smiling faces on them.

This is important. The placement of those graphics is an intentional persuasion technique.

Studies by psychologists show that we register smiles faster than any other expression. All it takes is 500 milliseconds (1/20th of a second). And when participants in a study were asked to recall expressions, they consistently remembered happy faces over neutral ones.

What to do about it : Add a happy stock photo to your intro and “After” slides, and keep people in “Before” slides to neutral expressions.

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

Example: Slide 2 is a picture of a consumer’s hand holding an iPhone — something we can all relate to.

Why It Works: Pictures are more effective than words — it’s called  Picture Superiority . In presentations, pictures help you create connections with your audience. Instead of spoon-feeding them everything word for word, you let them interpret. This builds trust.

Tactic #2: Use Icons

Use icons to show statistics you’re comparing instead of listing them out.

Example: Slide 18 uses people icons to emphasize how small 38 out of 100 people is compared to 89 out of 100.

Why It Works:  We process visuals 60,000 times faster than text.

Tactic #3: Include Statistics

Include statistics that tie real success to the benefits you mention.

Example: “71% lift driving visits to retailer title pages” (Slide 26).

Why It Works:  Precise details prove that you are telling the truth.

Just like how you can’t drive from Marin County to San Francisco without the Golden Gate, you can’t connect a “Before” to an “After” without a bridge.

Add the mission statement of your company — something Contently does from Slide 1 of their deck. Having a logo-filled Customers slide isn’t unusual for sales presentations, but Contently goes one step further by showing you exactly what they do for these companies.

They then drive home the Before-After-Bridge Formula further with case studies:

Before : Customer’s needs when they came on

After: What your company accomplished for them

Bridge : How they got there (specific actions and outcomes)

Here are some other tactics we pulled from the sales presentation:

Tactic #1: Use Graphics/Diagrams

Use graphics, Venn diagrams, and/or equations to drive home your “Before” picture.

Why It Works:  According to a Cornell study , graphs and equations have persuasive power. They “signal a scientific basis for claims, which grants them greater credibility.”

Tactic #2: Keep Slides That Have Bullets to a Minimum

Keep slides that have bullets to a minimum. No more than one in every five slides.

Why It Works:  According to an experiment by the International Journal of Business Communication , “Subjects exposed to a graphic representation paid significantly more attention to , agreed more with, and better recalled the strategy than did subjects who saw a (textually identical) bulleted list.”

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

Example: After stating “15000+ vetted, ready to work journalists searchable by location, topical experience, and social media influence” on Slide 8, Contently shows what this looks like firsthand on slides 9 and 10.

Why It Works:  The same reason why prospects clamor for demos and car buyers ask for test drives. You’re never truly convinced until you see something for yourself.

Which is more effective for you?

This statement — “On average, Yesware customers save ten hours per week” — or this image:

The graphic shows you what that 10 hours looks like for prospects vs. customers. It also calls out a pain that the product removes: data entry.

Visuals are more effective every time. They fuel retention of a presentation from 10% to 65% .

But it’s not as easy as just including a graphic. You need to keep the design clean.

Can you feel it?

Clutter provokes anxiety and stress because it bombards our minds with excessive visual stimuli, causing our senses to work overtime on stimuli that aren’t important.

Here’s a tip from Yesware’s Graphic Designer, Ginelle DeAntonis:

“Customer logos won’t all necessarily have the same dimensions, but keep them the same size visually so that they all have the same importance. You should also disperse colors throughout, so that you don’t for example end up with a bunch of blue logos next to each other. Organize them in a way that’s easy for the eye, because in the end it’s a lot of information at once.”

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

Personalize your final slide with your contact information and a headline that drives emotion.

Example: Our Mid-Market Team Lead Kyle includes his phone number and email address with “We’re Here For You”

Why It Works: These small details show your audience that:

• This is about giving them the end picture, not making a sale
• The end of the presentation doesn’t mean the end of the conversation
• Questions are welcomed

Tactic #2: Pair Outcome Statements With Icons in Circles

Example: Slide 4 does this with seven different “After” outcomes.

Why It Works:  We already know why pictures work, but circles have power , too. They imply completeness, infiniteness, and harmony.

Tactic #3: Include Specific Success Metrics

Don’t just list who you work with; include specific success metrics that hit home what you’ve done for them.

Example: 35% New Business Growth for Boomtrain; 30% Higher Reply Rates for Dyn.

Why It Works:  Social proof drives action. It’s why we wait in lines at restaurants and put ourselves on waitlists for sold-out items.

People can only focus for eight seconds at a time. (Sadly, goldfish have one second on us.)

This means you need to cut to the chase fast.

Uber’s headlines in Slides 2-9 tailor the “After” picture to specific pain points. As a result, there’s no need to explicitly state a “Before.”

Slides 11-13 then continue touching on “Before” problems tangentially with customer quotes:

So instead of self-touting benefits, the brand steps aside to let consumers hear from their peers — something that sways 92% of consumers .

Leading questions may be banned from the courtroom, but they aren’t in the boardroom.

DealTap’s slides ask viewers to choose between two scenarios over and over. Each has an obvious winner:

Ever heard of the Focusing Effect?

It’s part of what makes us tick as humans and what makes this design move effective. We focus on one thing and then ignore the rest. Here, DealTap puts the magnifying glass on paperwork vs. automated transactions.

Easy choice.

Sure, DealTap’s platform might have complexities that rival paperwork, but we don’t think about that. We’re looking at the pile of work one the left and the simpler, single interface on the right.

Here are some other tactics to use in your own sales presentation:

Tactic #1: Tell a Story

Tell a story that flows from one slide to the next.

Example: Here’s the story DealTap tells from slides 4 to 8: “Transactions are complicated” → “Expectations on all sides” → “Too many disconnected tools” → “Slow and error prone process” → “However, there’s an opportunity.

Why It Works:   Storytelling in sales with a clear beginning and end (or in this case, a “Before” and “After”) trigger a trust hormone called Oxytocin.

Tactic #2: This vs. That

If it’s hard to separate out one “Before” and “After” vision with your product or service because you offer many dissimilar benefits, consider a “This vs. That” theme for each.

Why It Works:  It breaks up your points into simple decisions and sets you up to win emotional reactions from your audience with stock photos.

Remember how satisfying it was to play connect the dots? Forming a bigger picture out of disconnected circles.

That’s what you need to make your audience do.

Zuora tells a story by:

• Laying out the reality (the “Before” part of the Before-After-Bridge formula).
• Asking you a question that you want to answer (the “After”)
• Giving you hints to help you connect the dots
• Showing you the common thread (the “Bridge”)

You can achieve this by founding your sales presentation on your audience’s intuitions. Set them up with the closely-set “dots,” then let them make the connection.

Here are more tactical sales presentation ideas to steal for your own use:

Tactic #1: Use Logos and Testimonials

Use logos and  testimonial pull-quotes for your highest-profile customers to strengthen your sales presentation.

Example: Slides 21 to 23 include customer quotes from Schneider Electric, Financial Times, and Box.

Why It Works: It’s called  social proof . Prospects value other people’s opinions and trust reputable sources more than you.

Tactic #2: Include White Space

Pad your images with white space.

Example: Slide 17 includes two simple graphics on a white background to drive home an important concept.

Why It Works:  White space creates separation, balance, and attracts the audience’s eyes to the main focus: your image.

Tactic #3: Incorporate Hard Data

Incorporate hard data with a memorable background to make your data stand out.

Example: Slide 5 includes statistics with a backdrop that stands out. The number and exciting title (‘A Global Phenomenon’) are the main focuses of the slide.

Why It Works:  Vivid backdrops are proven to be memorable and help your audience take away important numbers or data.

Psychology tells us that seeing colors can set our mood .

The color red is proven to increase the pulse and heart rate. Beyond that, it’s associated with being active, aggressive, and outspoken. LinkedIn Sales Navigator uses red on slides to draw attention to main points:

You can use hues in your own slides to guide your audience’s emotions. Green gives peace; grey adds a sense of calm; blue breeds trust. See more here .

Tip: You can grab free photos from Creative Commons and then set them to black & white and add a colored filter on top using a (also free) tool like Canva . Here’s the sizing for your image:

Caveat: Check with your marketing team first to see if you have a specific color palette or brand guidelines to follow.

Here are some other takeaways from LinkedIn’s sales presentation:

Tactic #1: Include a CTA on Final Slide

Include one clear call-to-action on your final slide.

Example: Slide 9 has a “Learn More” CTA button.

Why It Works:  According to the Paradox of Choice , the more options you give, the less likely they are to act.

Step One : Ask marketing for your company’s style guide (color, logo, and font style).

Step Two: Answer these questions to outline the “Before → After → Bridge” formula for your sales pitch :

• What are your ICP’s pain points?
• What end picture resonates with them?
• How does your company come into play?

Step Three: Ask account management/marketing which customers you can mention in your slides (plus where to access any case studies for pull quotes).

Step Four:  Download photos from Creative Commons . Remember: Graphics > Text. Use Canva to edit on your own — free and fast.

What are the sales presentation strategies that work best for your industry and customers? Tweet us:  @Yesware .

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Free Sales Report Presentation Templates

Turn bland sales reports into captivating presentations with free sales report powerpoint templates and google slides themes. impress bosses, wow clients, and motivate your team with creative visuals, editable charts, and easy-to-understand layouts. grab attention, secure funding, and crush goals - all without design headaches. get started for free.

• Simple Sales Report: Perfect for a quick overview, these sales data presentation templates get straight to the point with clear visuals and concise data summaries.
• Sales Performance Dashboard : Track your progress with interactive charts and graphs that showcase your team's wins and areas for improvement.
• Sales Portfolio : Highlight your most successful projects and showcase the value you bring to your clients.
• Finance: Present your revenue, budgets, and ROI clearly and effectively.
• Sales managers: Impress your boss and secure that promotion with a data-driven report that showcases your team's brilliance.
• Marketing teams: Align your sales efforts with your marketing strategy using templates that tell the story of your customer journey.
• Business owners: Secure funding, attract new investors, and make informed decisions with presentations that leave a lasting impression.
• Team meetings: Keep your team informed and motivated with clear, concise presentations.
• Client meetings: Impress potential clients and secure new deals with professional, data-driven presentations.
• Industry events: Share your insights and expertise with a wider audience using engaging and informative slides.

We're here to help you!

Where can i find free sales report templates.

Slide Egg offers a huge library of free sales report PowerPoint and Google Slides themes. Simply browse the category and download your favorites!

Do I need any special design skills to use these templates?

Absolutely not! Our templates are designed for everyone, regardless of design experience. Simply edit the text, charts, and colors to match your data and brand.

What types of sales reports can I create with these templates?

Our selection covers a wide range, from simple summaries to detailed forecasts, portfolio showcases, and performance dashboards. Find the perfect template to match your specific needs.

Can I customize the templates?

Yes, you can! All elements are fully editable, including text, charts, graphics, and colors. Make the templates your own and tell your unique story.

Are these templates compatible with PowerPoint and Google Slides?

Yes! Our templates are available in both PowerPoint and Google Slides formats, so you can choose your preferred platform.

Can I add my company logo and branding to the templates?

Of course! Add your logo, colors, and fonts to personalize the templates and match your brand identity.

How can I make my sales report presentation stand out?

Using high-quality visuals, clear storytelling, and concise data presentation is key. Explore our creative slide layouts, editable charts, and infographic elements to add visual interest.

Can I share my presentation with others?

Yes, you can share your finished presentation with others, either offline or online, depending on your chosen platform.

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Blog Marketing 15 Sales Presentation Examples to Drive Sales

15 Sales Presentation Examples to Drive Sales

Written by: Danesh Ramuthi Oct 31, 2023

A sales presentation is not merely a brief introduction to a product or service. It’s a meticulously constructed sales pitch tailored to showcase the unique features and key elements of what’s being offered and to resonate deeply with the prospective customers. 

But what stands out in the best sales presentation is their ability to weave an engaging story, integrating customer testimonials, success stories and sales performances to maintain the audience’s attention span and to persuade them to take action. 

The right tools, like those provided by Venngage presentation Maker and its sales presentation templates , can greatly aid in this endeavor. The aim is to have a presentation memorable enough that it lingers in the minds of potential clients long after the pitch. 

Its ultimate aim is not just to inform but to persuasively secure the audience’s commitment.

Click to jump ahead:

6 Sales presentation examples

What to include and how to create a sales presentation, sales presentation vs pitch deck.

• Final thoughts

A sales presentation can be the differentiating factor that turns a potential client into a loyal customer. The manner in which a brand or individual presents their value proposition, product, or service can significantly impact the buying decisions of their audience.

Hence, drawing inspiration from various sales presentation examples can be an instrumental step in crafting the perfect pitch.

Let’s explore a few examples of sales presentations that cater to different needs and can be highly effective when used in the right context.

Clean sales presentation examples

The concept of a “clean” sales presentation reflects more than just its visual aesthetic; it captures an ethos of straightforward, concise and effective communication. A clean presentation offers a professional and efficient way to present your sales pitch, making it especially favorable for brands or individuals looking to be perceived as trustworthy and reliable.

Every slide in such a presentation is meticulously designed to be aesthetically pleasing, balancing visuals and text in a manner that complements rather than competes.

Its visual appeal is undeniably a draw, but the real power of a clean sales presentation lies in its ability to be engaging enough to hold your audience’s attention. By minimizing distractions, the message you’re trying to convey becomes the focal point. This ensures that your audience remains engaged, absorbing the key points without being overwhelmed.

A clean design also lends itself well to integrating various elements such as graphs, charts and images, ensuring they’re presented in a clear and cohesive manner. In a business environment where attention spans are continually challenged, a clean presentation stands as an oasis of clarity, ensuring that your audience walks away with a clear understanding of what you offer and why it matters to them.

Minimalist sales presentation examples

Minimalism, as a design and communication philosophy, revolves around the principle of ‘less is more’. It’s a bold statement in restraint and purpose. In the context of sales presentations, a minimalist approach can be incredibly powerful.

It ensures that your content, stripped of any unnecessary embellishments, remains at the forefront. The primary objective is to let the core message shine, ensuring that every slide, every graphic and every word serves a precise purpose.

This design aesthetic brings with it a sense of sophistication and crispness that can be a potent tool in capturing your audience’s attention. There’s an inherent elegance in simplicity which can elevate your presentation, making it memorable.

But beyond just the visual appeal, the minimalist design is strategic. With fewer elements on a slide, the audience can focus more intently on the message, leading to better retention and engagement. It’s a brilliant way to ensure that your message doesn’t just reach your audience, but truly resonates with them.

Every slide is crafted to ensure that the audience’s focus never wavers from the central narrative, making it an excellent choice for brands or individuals seeking to create a profound impact with their pitches.

Simple sales presentation examples

A simple sales presentation provides a clear and unobstructed pathway to your main message, ensuring that the audience’s focus remains undivided. Perfect for highlighting key information, it ensures that your products or services are front and center, unobscured by excessive design elements or verbose content.

But the beauty of a simple design is in its flexibility. With platforms like Venngage , you have the freedom to customize it according to your brand voice and identity. Whether it’s adjusting text sizes, incorporating vibrant colors or selecting standout photos or icons from expansive free stock libraries, the power to enhance and personalize your presentation lies at your fingertips.

Creating your ideal design becomes a seamless process, ensuring that while the presentation remains simple, it is every bit as effective and captivating.

Professional sales presentation example

A professional sales presentation is meticulously crafted, reflecting the brand’s guidelines, voice and core values. It goes beyond just key features or product benefits; it encapsulates the brand’s ethos, presenting a cohesive narrative that resonates deeply with its target audience.

For sales professionals, it’s more than just a slide deck; it’s an embodiment of the brand’s identity, from the great cover image to the clear call to action at its conclusion.

These presentations are tailored to address potential pain points, include sales performances, and present solutions in a compelling and engaging story format. 

Integrating elements like customer success stories and key insights, ensuring that the presentation is not just good, but memorable.

Sales performance sales presentation example

A company’s sales performance presentation is vital to evaluate, refine and boost their sales process. It’s more than just numbers on a slide deck; it’s a comprehensive look into the effectiveness of sales campaigns, strategies and the sales team as a whole.

This type of sales presentation provides key insights into what’s working, what isn’t and where there’s potential for growth.

It’s an invaluable tool for sales professionals, often serving as a roadmap guiding future sales pitches and marketing campaigns.

An effective sales performance presentation might begin with a compelling cover slide, reflecting the brand’s identity, followed by a brief introduction to set the context. From there, it delves into specifics: from the sales metrics, customer feedback and more.

Ultimately, this presentation is a call to action for the sales team, ensuring they are equipped with the best tools, strategies and knowledge to convert prospective customers into paying ones, driving more deals and growing the business.

Testimonial-based sales presentation examples

Leveraging the voices of satisfied customers, a testimonial-based sales presentation seamlessly blends social proof with the brand’s value proposition. It’s a testament to the real-world impact of a product or service, often making it one of the most effective sales presentation examples. 

By centering on customer testimonials, it taps into the compelling stories of those who have experienced firsthand the benefits of what’s being offered.

As the presentation unfolds, the audience is introduced to various customer’s stories, each underscoring the product’s unique features or addressing potential pain points.

These success stories serve dual purposes: they not only captivate the audience’s attention but also preemptively handle sales objections by showcasing how other customers overcame similar challenges.

Sales professionals can further augment the presentation with key insights derived from these testimonials, tailoring their sales pitch to resonate deeply with their potential clients.

Creating a good sales presentation is like putting together a puzzle. Each piece needs to fit just right for the whole picture to make sense. 

So, what are these pieces and how do you put them together? 

Here, I’ll break down the must-have parts of a sales presentation and give you simple steps to build one. 

What to include in a sales presentation?

With so much information to convey and a limited time to engage your audience in your sales presentation, where do you start?

Here, we’re going to explore the essential components of a successful sales presentation, ensuring you craft a compelling narrative that resonates with your prospects.

• A captivating opening slide: First impressions matter. Start with a great cover image or slide that grabs your audience’s attention instantly. Your opening should set the tone, making prospects curious about what’s to come.
• Data-driven slides: Incorporate key points using charts, graphs, infographics and quotes. Instead of flooding your slides with redundant information, use them as a tool to visually represent data. Metrics from your sales dashboard or third-party sources can be particularly illuminating.
• Social proof through testimonials: Weave in testimonials and case studies from satisfied customers. These success stories, especially from those in the same industry as your prospects, act as powerful endorsements, bolstering the credibility of your claims.
• Competitive context: Being proactive is the hallmark of savvy sales professionals. Address how your product or service fares against competitors, presenting a comparative analysis. 
• Customized content: While using a foundational slide deck can be helpful, personalizing your presentation for each meeting can make all the difference. Whether it’s integrating the prospect’s brand colors, industry-specific data or referencing a past interaction, tailored content makes your audience feel acknowledged.
• Clear path to the future: End by offering a glimpse into the next steps. This can include a direct call to action or an overview of the onboarding process. Highlight the unique value your company brings post-sale, such as exceptional training or standout customer support.
• Keep it simple: Remember, simplicity is key. Avoid overcrowding your slides with excessive text. Visual data should take center stage, aiding in comprehension and retention. 

Related: 120+ Presentation Ideas, Topics & Example

How to create a sales presentation? 

Crafting a good sales presentation is an art that blends structure, content and design. 

A successful sales presentation not only tells but also sells, capturing the audience’s attention while conveying the main message effectively. 

Here’s a step-by-step guide to ensure that your sales deck becomes a winning sales presentation.

1. Find out your ideal audience

The first step to any effective sales pitch is understanding your audience. Are you presenting to prospective customers, potential clients or an internet marketing agency? Recognize their pain points, buying process and interests to craft a message that resonates. This understanding ensures that your presentation is memorable and speaks directly to their unique needs.

2. Pick a platform to Use

Depending on your target audience and the complexity of your sales literature, you might opt for Venngage presentation maker, PowerPoint templates, Google Slides or any tools that you are comfortable with. Choose a tool that complements your brand identity and aids in keeping your audience’s attention span engaged.

3. Write the ‘About Us’ section

Here’s where you build trust. Give a brief introduction about your organization, its values and achievements. Highlight key elements that set you apart, be it a compelling story of your brand’s inception, a lucrative deal you managed to seal, or an instance where an internet marketing agency hired you for their needs.

4. Present facts and data

Dive deep into sales performance metrics, client satisfaction scores and feedback. Use charts, graphs and infographics to visually represent these facts. Testimonials and customer success stories provide that added layer of social proof. By showcasing concrete examples, like a customer’s story or feedback, you give your audience solid reasons to trust your product or service.

5. Finish with a memorable conclusion & CTA

Now that you’ve laid out all the information, conclude with a bang. Reiterate the value proposition and key insights you want your audience to remember. Perhaps share a compelling marketing campaign or a unique feature of your offering.

End with a clear call to action, directing your prospects on what to do next, whether it’s downloading further assistance material, getting in touch for more deals or moving further down the sales funnel .

Related: 8 Types of Presentations You Should Know [+Examples & Tips]

Sales presentation and the pitch deck may seem similar at first glance but their goals, focuses, and best-use scenarios differ considerably. Here’s a succinct breakdown of the two:

Sales Presentation:

• What is it? An in-depth dialogue designed to persuade potential clients to make a purchase.
• Focuses on: Brand identity, social proof, detailed product features, addressing customer pain points, and guiding to the buying process.
• Best for: Detailed interactions, longer meetings and thorough discussions with potential customers.
• Example: A sales rep detailing a marketing campaign to a potential client.

Pitch Deck:

• What is it? Pitch deck is a presentation to help potential investors learn more about your business. The main goal isn’t to secure funding but to pique interest for a follow-up meeting.
• Focuses on: Brand voice, key features, growth potential and an intriguing idea that captures the investor’s interest.
• Best for: Initial investor meetings, quick pitches, showcasing company potential.
• Example: A startup introducing its unique value proposition and growth trajectory to prospective investors.

Shared traits: Both aim to create interest and engagement with the audience. The primary difference lies in the intent and the audience: one is for selling a product/service and the other is for igniting investor interest.

Related: How to Create an Effective Pitch Deck Design [+Examples]

Final thoughts 

Sales presentations are the heart and soul of many businesses. They are the bridge between a potential customer’s needs and the solution your product or service offers. The examples provided—from clean, minimalist to professional styles—offer a spectrum of how you can approach your next sales presentation.

Remember, it’s not just about the aesthetics or the data; it’s about the narrative, the story you tell, and the connection you establish. And while sales presentations and pitch decks have their distinct purposes, the objective remains consistent: to engage, persuade and drive action.

If you’re gearing up for your next sales presentation, don’t start from scratch. Utilize Venngage presentation Maker and explore our comprehensive collection of sales presentation templates .

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11 Sales Report Templates & Examples: How to Create a Sales Report Fast

As a sales manager, you have a lot of responsibilities on your plate—including the task of creating sales reports that executives can quickly wrap their heads around.

Aside from managing your sales team, providing coaching, and ensuring growth, sales managers and directors are also tasked with collecting the right data and presenting it to leadership.

I know firsthand, this can be a bit overwhelming. The good news is that creating an effective sales report doesn't have to be stressful. With the right tools and a solid sales report template to work with, you can create an actionable sales report in just a few minutes.

Before we talk strategy, let's quickly talk about what a sales report really is and which data points it should include.

What is a Sales Report?

A sales report (also known as a sales analysis report) is a document outlining your sales activity and the impact of that activity over a specific period of time. The details can vary, but typically include metrics about leads, new accounts won, revenue generated, and overall sales performance.

Sales managers and other stakeholders use this data to understand overall sales activity and sales team performance, spot issues in the sales process, and make more informed business decisions.

The sales report may also map out effective growth strategies, identify the company’s ideal customers , and outline strategies to streamline the sales process .

Sales reports are usually created by team leaders or sales managers , and are formatted to communicate important data to specific teams or leaders effectively.

You can design your sales report as a multi-page document, an Excel document, a graph, or even a graphic presentation .

How to Write a Sales Report in 5 Steps

Anyone can stuff numbers into a report and drone on in a long meeting. The real challenge is creating a sales report that communicates the right data about the sales process and doesn’t put your audience to sleep. That requires a special touch.

Here are five steps to creating a successful sales report that won't bore your audience to tears.

1. Identify the Purpose of Your Sales Report

Obviously, the purpose of your report is to share sales metrics. But you can’t possibly fit in every bit of sales data. Instead, focus on the data that helps you or the company achieve specific goals.

Ask yourself why you’re putting together a sales report in the first place. Are you measuring the effectiveness of your promotional campaigns? Do you want to identify interesting sales trends for a sales forecast ? Is your sales report designed to motivate your team or make sure they're making enough outbound calls? Or is it a useful snapshot of sales KPIs for your sales operations team to work with?

The purpose of your sales report will help you gather and analyze the right kind of data. It will also help you determine the scope of your report, like the time period to report on.

2. Know Your Sales Report's Audience

Once you know exactly why you’re creating a sales report, the next step is defining your audience so your report can focus on the information they care about.

You wouldn't send the same cold email to a CEO and a marketing director, right? You shouldn't send them the same sales report, either.

A marketing head, for example, is likely interested in details like which marketing campaigns led to the most profitable sales. Your sales director is likely interested in if reps will meet their quotas.

But the CEO and other decision-makers are more interested in the “big picture,” such as the overall growth of the company, instead of the specifics of every campaign.

3. Gather Your Sales Data

Now that you've outlined the purpose and audience for your sales report, it’s time to gather sales data, filter the information, and analyze it. This is the fun part! (Or maybe that's just me.)

Make sure your data collection process is goal-oriented and hassle-free. If possible, use tools that integrate with your CRM or other sales software —this will make pulling the data a lot easier.

Start by outlining the metrics you want to include in your report and overall trends you think matter. A standard sales report includes core KPIs, team performance, number of goods sold, net revenue retention , net sales, profits, and customer acquisition costs .

You might also include sales growth, regional sales, new opportunities, team performance , or other relevant metrics.

To improve data accuracy, you'll need to clean up or filter the data to remove duplicate records and focus on specific areas. For example, if you're wanting to share sales metrics for North America, you'd exclude international numbers.

Next, define the time period your report will cover. It’s usually a good idea to take two different time periods—current and previous—and draw a comparison. For example, you might compare metrics month over month or year over year.

4. Create Engaging Visuals to Highlight Important Sales Metrics

Have you ever sat through a meeting where the presenter simply reads slides full of text? It's boring—and worse, it's harder to absorb data that way.

The way you present data is just as important as the data itself. This is where data visualization can help. Instead of expecting managers to go through spreadsheets full of numbers, use graphs and charts to clearly illustrate the impact of important data, contributing significantly to sales performance management .

For example, a line graph can show the increase or decrease in revenue over a period of time. A pie chart can illustrate how much each product contributes towards total sales. And bar graphs can be used to compare employee performance.

Visualizing data helps make your sales report easy to understand and digest. It can also highlight important trends and challenges in key sales metrics that might impact sales performance in the coming months.

Plus, using visuals helps you put together a great-looking report that keeps your audience from dozing off.

To create data visualizations, such as graphs, charts, and maps, to use in your reports use a data visualization tool like Google Data Studio .

If your reports highlight challenges/places where you're falling short, consider a SWOT analysis to pinpoint the cause.

Psst...curious about the factors influencing total contract value ? Check out our article!

5. Explain What the Sales Numbers Mean

On their own, numbers can be misleading and lead to erroneous judgements.

This is why it is important to always contextualize the data you present, instead of just handing over a bunch of numbers.

What Are the Different Sales Report Types?

There are tons of different types of sales reports, and there's no one right document for every organization. In fact, different teams in the same organization may use different sales reports to highlight different data.

Most reports cover a specific time period, such as daily sales reports, weekly sales reports, monthly, and quarterly sales reports. However, reports may also cover different steps in the sales process.

Here are the most common types of sales reports--and when to use them.

1. Sales Pipeline Report

The sales pipeline report shares the value of your sales pipeline and how the number of deals in each stage of the pipeline. It highlights how many deals could be lost and how many will be won, and how this might impact the company’s overall revenue.

Within the pipeline, all of the key stages of the deals are outlined to provide a clear picture of how daily, weekly and monthly sales cycles are performing.

Pipeline sales report in Close

Use this sales report to : Showcase success or challenges in your sales pipeline.

2. Conversion Rate Report

A conversion rate, or win rate, report shows how effectively your sales team is converting new leads into new customers.

Not only does this valuable data provide insights into the strength of your overall sales strategy, but it also highlights sales represenative and sales team performance.

Looking into individual salespeople's conversion rates can show you exactly how that person is performing as well as their overall strengths and weaknesses.

If leads are not moving into won deals and new customers, conversion rate reporting on each stage of the sales process will help you identify areas that need improvement.

Funnel Report in Close

Use this sales report to : Highlight the difference between leads that close and ones that don't or to highlight the difference in performance between sales reps/teams/campaigns.

3. Customer Churn Report

The churn rate shows you the overall rate at which a customer will stop doing business with your company or stop using your product.

Not only will the churn report show you when customers move on, but it can show you why by providing insights into overall trends.

Churn rate matters to sales because a high churn rate could mean you're targeting the wrong prospects.

Use this sales report to: Track the number of customers to churn and traits they share, such as company size, sales rep, lead source, etc.

4. Sales Forecast Report

A sales forecast is a detailed report estimating how much a company, sales team, or salesperson will sell every week, month, quarter, or year.

A sales forecast helps you spot potential problems early on, when it's still possible to avoid or fix them.

In Close, you can easily forecast future sales using the detailed values in the Pipeline View:

Pipeline View in Close

Use this sales report to : Predict future sales by rep, team, location, or lead type.

5. Deals Won and Deals Lost

Tracking deals you win and lose helps you see how the business is doing and how specific sales efforts pay off.

This report will also unlock insights into which of your products are more popular than others.

By using the right data, you can spot the trends relating to top-performing product offerings so you can maximize those opportunities to win more business.

Won and lost reports will also help sales managers understand how their sales teams and reps perform individually.

Use this sales report to : Track trends in won and lost deals by product type, company details, sales teams, or specific reps.

6. Average Deal Size

The deal size report helps you to know how many sales need to happen in order to achieve a specific revenue target.

For example, If every won deal produces $5,000 of revenue and your sales goal is $50,000, then you know that your team needs to close 10 new deals within that time frame.

This can also assist in planning sales capacity and resource allocation .

Use this sales report to : Track the impact of discounts, rep performance, overall business growth, and campaign impact.

7. Sales Calls Report

Track how effective your sales reps are by measuring the number of sales phone calls being made to their prospects.

Close Call Explorer

This can help you understand if there are any gaps in close rates or any discrepancies between the number of phone calls VS the number of closed deals.

The call reports can also help you to isolate specific metrics and segment data about individual prospects that are being called.

Activity Comparison Report in Close

Use this sales report to : Set benchmarks for new hires, gather data about valuable leads, and optimize your sales process.

CREATE YOUR OWN SALES REPORTS IN CLOSE →

4 Free Sales Report Templates (Downloadable in Google Sheets & Microsoft Excel Format)

Now that you understand the importance of sales reports, let’s look at a few of the most popular templates. These templates can be accessed in Google Drive or Excel and easily copied and pasted to make them your own.

1. Daily Sales Report Templates

This is a basic daily sales report template for sales executives that includes access to an extensive inventory list you can use to monitor the sales of multiple product lines. If you’re just getting started and a basic template is all you need, try this free daily sales report template in Google Sheets format (you can also download a Microsoft Excel version), brought to you by SmartSheet.

2. Weekly Sales Report Template

Use this weekly sales revenue report template to monitor and keep track of sales activity for a given week against a specific sales goal . Brought to you by Microsoft , this free Google Sheets & Microsoft Excel template allows you to track actions of each salesperson's activities in multiple locations and across several product lines.

3. Total Sales Report Template (with Pivot Table)

Love pivot tables? You'll like this sales report template. This spreadsheet (and Google Sheet) makes it easy to monitor product sales and customer performance over each quarter closely. You can quickly add customer names and sort by product or customer.

You can download the performance report right here in Google Doc format and make a copy to use for your own sales reporting purposes.

4. Sales Forecast Tracker

This monthly sales report template comes from our list of the best sales forecasting templates . It’s designed to help small businesses track sales opportunities , who’s assigned to each lead, which phase in the sales pipeline, and probability of closing the deal.

You can then quickly run basic sales forecast estimates to get a sense of how many deals will actually come through at the end of the month.

Using Sales Reports in Close

Creating sales reports can be a PIA, even when you use a template like the ones we listed above. If those templates aren't quite what you're looking for, try Close's sales reports here .

Our reports feature tons of data, including real-time sales activity reports, success rate, and a team leaderboard. Even better, no Excel formulas are needed. 🙌

Quick Tips to Improve Your Sales Reports

Whether you are a small business (using a small business CRM ) or an enterprise organization with a massive amount of resources, the steps above will help you put together a sales activity report that gets the job done.

If you want to be better than average, however, you'll need to go the extra mile. These strategies will help you create a sales report that delivers actionable data fast. (And makes you look good to your boss.)

Start With a Sales Report Summary

Most business reports start with an executive summary —there's a reason for that. Decision makers are busy, so it's in your best interest to deliver the most relevant data as fast as possible.

Provide a brief overview of the report, including key highlights and takeaways. What data do you have to share? Why does it mean and why does it matter?

Use all of your top-level sales metrics to create a summary that helps grab attention and tells your audience what to expect so they’re better prepared to process that information.

This could include an initial summary of:

• Total number of sales
• Total sales volume
• Total deals in the pipeline
• Total revenue

If you spot major opportunities or possible challenges, include those as well.

Cut Out the Fluff in Your Sales Reports

It can be tempting to include too much in your sales report. But more isn't always better. Instead of stuffing every bit of data into every report, think about who will see the report and what data really matters to them. In some cases, this might mean creating multiple sales reports for different departments.

If you're struggling to remove data, consider adding a "Trends to Monitor" section at the end. List metrics and changes you're keeping an eye on and what impact they might have in the long term.

Use a Sales Report Template

If you don’t have time to design and format a sales report from scratch, use one of the templates above. There are two main benefits of using a sales reporting template:

• A good sales report template provides a well-structured skeleton so all you need to do is input your data and information.
• This can help save tons of your time and effort, while still ensuring that you end up with a beautiful and organized report.

Automate Your Sales Reporting with a CRM

If your company uses customer relationship management (CRM) software , you can easily use it to generate a customized and detailed sales report.

Traditional tools like Microsoft Excel or Google Sheets are good for storing data and performing complex calculations, but you have to set up formulas and format the sheets from scratch. That's time you could be using to follow up on leads or, you know, scroll Reddit.

A CRM , however, makes it easier to generate a report almost immediately, because it's already tracking and storing your sales data in real-time. Whether you're a startup using a CRM , or a small business owner seeking to improve your bottom line metrics, having great sales reporting is essential to making data-informed decisions about how to best grow your business.

You can easily view any time frame and set custom date ranges, compare to previous periods, and analyze sales rep performance.

By automating parts of your sales reporting process, you can cut down on the time and effort required to put together a report that conveys relevant information in an engaging way.

Most CRMs usually offer several different reports that you can generate and customize to fit your needs.

Ready to Create Better Sales Reports?

Sales reporting might not be your favorite part of the job, but it is crucial to growing your business and closing more deals.

Sales reports show what strategies are working, what strategies aren't, and highlight opportunities for growth. And they help your boss see when you or your team are killing it.

Follow the steps to put together a sales report that conveys the right information and has maximum impact.

WATCH THE CLOSE ON-DEMAND DEMO →

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How to Create & Deliver a Sales Presentation (+ Template)

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A sales presentation is the act of verbally explaining a product or service and delivering your sales pitch to a potential buyer, usually with the assistance of a sales deck. The ultimate goal of the presentation is to convince the buyer to take next steps with you, such as accepting a proposal. To accomplish this, sales reps follow a key outline that includes sections like the prospect's pain point, how the product or service solves this problem, and a strong call-to-action.

For help crafting your presentation, hire a design expert on Fiverr to custom create an appealing slide deck and write the talking points that will present your offering in the most professional way possible. Freelance gigs start at only five dollars — take a look at your best options below:

How Do Sales Presentations Work?

Salespeople typically give a 20- to 30-minute sales presentation as a  lead nurturing  activity once a lead has been qualified as a high-value prospect — by this point, you've determined it's time to show them in detail the value of your product or service and recommend next steps. The stage of your sales pipeline in which the presentation occurs depends on your business, but it's usually done toward the end of your  sales process  as one of the final steps before deal closing.

As you build your presentation's talking points, you'll follow an outline that typically begins with small talk and introductions, then moves on to agenda-setting. The outline will then dive into the problem, your solution and the benefits that it brings, and stories about a current customer who had a similar issue before working with you. Finally, you'll end with a concrete CTA to entice your prospect to move forward with you.

Keeping this outline in mind, there are steps you can follow to first plan the sections of a general outline and then personalize them to each unique prospect, plus templates and software you can use to build a supporting sales deck. It also helps to consider tips to prepare for and deliver the presentation and take a look at examples of quality presentations to emulate.

This article addresses how to create your entire presentation, including building a visual sales deck and creating and delivering your talking points. If you’re looking specifically to learn how to craft a written slideshow, check out our article on creating a sales deck .

Free Sales Presentation Template

So that you don't necessarily need to start from scratch, we've gathered several sales presentation templates for various scenarios and created our own free general sales deck template to help you create a slideshow to complement your presentation. This deck template can act as a base for you or a Fiverr freelancer to customize into your own deck according your needs and presentation outline. It also comes with recommendations for specific written content to put on each slide.

Now that you have a template to work from, let’s look at the key elements all salespeople should use to structure their sales presentation.

Common Sections of an Effective Sales Presentation

Regardless of your business or customer, there are some common elements to include in your sales presentation to make it as effective as possible. Where in the presentation or deck you place each element is up to you, as there are slight strategic advantages to different arrangements, but the outline below is the best place to start so you can sucessfully give a presentation and communicate your sales pitch .

Here is the common structure of a sales presentation, plus how to communicate each section: 

Small Talk & Intros

Solution & benefits, social proof.

As people enter the meeting, take five minutes to build rapport and engage your prospect in light conversation by asking them personal or professional questions like “Last time we spoke, you were working on {project} . How’s that been going?” Small talk like this gets everyone comfortable and in a good mood.

After the conversation has run its course, thank your audience for attending, then briefly introduce (or reintroduce) yourself and state your company's elevator pitch . Bring up relevant credentials or experiences that will paint you as the right person or team to help them in this area. Then, ask each person in the audience (if there are five or fewer) to say their name and job title. All of this should take another 3–5 minutes.

Before you start flipping through slides, set the agenda in three sentences so the audience knows what to expect. When they know what’s coming, they're on the lookout for the elements and topics you mentioned. This increases their comprehension and engagement. Plus, stating an agenda makes you look organized and professional.

Use the "purpose, benefit, check" method when setting the agenda:

• State the Meeting’s Purpose: Preview the main topics you'll be covering. “We’re here to go over how {product or service} can help you overcome {problem or challenge} .”
• List the Benefits of Attending:  Explain how the prospect will benefit from being here. “Besides learning about our solution and how to use it to reach your goals, you’ll also come away with valuable industry insights that will change the way you think about {topic} .”
• Check for Alignment:  Make sure you’re all on the same page with a simple check. “Does that sound like a plan?”

Once your prospect agrees, you can dive into the problem.

Talk about your prospect’s problem that you found during your discovery call or another method. Mention what you believe is causing it and the negative consequences the prospect will experience if they let it remain unsolved (including any relevant statistics). Because the problem is likely why your potential customer is in the meeting, dedicate five minutes to laying out their pain point and discussing it a bit if your prospect has anything to add.

This could sound like "During our discovery call, you said you're trying to reach {goal} but you've been experiencing {challenge} . It sounded like your main concern is {implications} , and the problem is stemming from {issues/pain points} . Anything I'm missing?"

In a few sentences, tease three benefits they could enjoy if they simply solved this problem. Paint this better world as desirable and free of the pains caused by their current problem. Then, introduce your product or service and take two minutes to explain how it solves the problem and helps reach the promised land.

For example, "If you were to solve this pain point, you could {benefit 1} . {Product or service} is designed to {high-level purpose/benefit 2} for {role or company type} so they can {more impactful action/benefit 3} . Specifically, it does this by {product/service overview} ."

If you'd like to dive deeper into how your product works, you could extend this to a 15- to 20-minute product demo instead of a two-minute overview. Plan this beforehand so as not to run over the time you've allotted.

If there are specific ways in which customers similar to the prospect have used the solution to their advantage, share them in the presentation. This can include social proof like testimonials, case studies, and anecdotes to show how buyers love your solution.

A good way to state this is "One of our longest clients is {similar company} , which {brief, relevant company description} . Before working with us, they were also having {similar problem} , but they've solved it by using our {feature and brief explanation} . I could see your team loving {feature} , too."

Your relationship with the prospect, the amount of people in the room, and the price of your product or service will determine how you end your presentation and make your ask. If you're presenting a pricey B2B solution to three executives, your CTA will be different than if you’re presenting a B2C product to a 1,000-person audience.

Here are three ways to close your presentation:

• Strong CTA:  Make a direct ask like “Over 500 satisfied clients are currently using our solution to {function/benefit} . Are you ready to join them?” or “Are you ready for us to draft up a proposal so you can rid yourself of {pain point} once and for all?”
• Open-Ended Question:  Ask an open-ended question that will prompt them to think about and discuss their key takeaways. For instance, you might ask, “How did I change the way you think about {topic} ?” Higher-priced items that need further evaluation use this.
• Objection-Response Question:  If you sense any objections lurking behind their eyes, ask, “Based on what you’ve just heard, what would hold you back from buying today?” Then, you can address the concern or hesitation while you have them in the room.

In almost all cases, it makes sense to end your spoken presentation by inviting the prospect to ask questions, either before or after you give a CTA such as accepting a business proposal .

As we've shown above using bolded prompts, it's a good idea to create a standard outline of your presentation and generally what you'd like to say to every prospect, then use that as a script template and leave room for personalization to each prospect. This helps you stay on track and sound confident while making the prospect feel as if the presentation were developed just for them.

How to Create a Winning Sales Presentation

Before delivering your sales presentation to a room full of buyers, you have some preparation to do. This includes creating the bones of your presentation, personalizing it to your prospect, and designing a sales deck to support your talking points. Check out the slider below for an overview of each step, or dive right into steps and how to do each.

Craft a General Presentation

First write an outline of the sections and topics you want to cover in every presentation, including a script template to guide your words. 

Personalize the Presentation

Learn about the attendees via a discovery call and independent research, and tailor your presentation to the prospect.

Gather Supporting Materials

Gather relevant marketing messaging, photos, data, and anything else you’ll need to deliver your personalized presentation.

Create a Personalized Sales Deck

Build out the visual slideshow you’ll use during your presentation. 

1. Write Your General Presentation Outline & Script

First, incorporate the common sections of a sales presentation outline — write the main points you want to hit and a general sales script of the words you want to say, but leave room for personalization to each prospect. You can either write this outline from scratch or start with a sales presentation template .

Here is a potential outline of the spoken portion of a sales presentation: 

• Small Talk and Introductions:  Build rapport, thank your prospect for attending, and introduce yourself and your business using an elevator pitch.
• Agenda-Setting: Remind the prospect of the purpose of the meeting and why it's good they're attending. Get their buy-in to move on and talk about the problem.
• Your Prospect’s Main Problem:  Summarize the prospect's problem that you learned about during discovery, plus the implications of leaving it unsolved.
• Solution and Benefits:  Talk about a better world in which the problem is gone, using about three benefits. Reveal your product or service and pitch how it solves the problem.
• Social Proof:  Share a case study, testimonial, and/or anecdote from a company or person that's similar to your prospect to help prove you can help them.  
• Call-to-Action:  Wrap up with a closing statement that includes a CTA inviting them to begin this partnership or take another action.

The outline of a sales presentation will vary across different businesses and presentation situations. Generally, though, you’ll be presenting your product or service in front of a group of decision makers in an office room, so the above is a potential sales presentation outline of the main points to hit for this situation. You can always modify your general outline later on.

If you include some of the above elements within stories, your audience will be more engaged and interested. For example, when giving your company overview, tell a brief story about the issue or opportunity that prompted your founder to create the business and how it's changed over the years to reach its current state.

2. Personalize the Presentation

Once you've developed a general presentation structure that you can reuse for each prospect, use a discovery call and online research to learn about the specific prospect to whom you're presenting. This will help you craft a personalized presentation that captures your audience’s attention and makes them feel understood. It will also ensure the lead is qualified before you start building a presentation for them.

Research these three areas to fill in the blanks within your presentation: 

• Your Prospect’s Business:  Learn about their company size, mission, sector, and goals, plus their internal processes. This will help you plan your small talk and select relevant social proof. 
• Your Prospect’s Problem:  Learn all about their pain point and its associated consequences. If you know the specifics, you can bring up targeted problem insights and solutions. 
• Who Is Attending:  If the decision maker(s) are from high-level management, focus on how you’ll help them achieve long-term goals. If they'll use your solution day-to-day, focus on efficiencies and problem-solving.

While this is most helpful to personalize the general sections you planned out in the previous step, it can also help you to add more sections or modify your outline if needed. It'll also support the next step in which you gather relevant information that will impress your prospect and make the presentation feel even more personalized.

3. Gather Supporting Materials

Now that you’re familiar with your prospect and their needs, begin gathering the materials for the elements you want to include in your sales presentation. You can get these online, in your CRM , or directly from your data, marketing, and/or customer success team.

The best personalized presentation materials and information to gather include: 

• Case Studies or Testimonials: Find a great story or review from your current customers who are similar to the prospect.
• Client or Product Photos:  Highlight clients using the product or service by gathering photos from marketing or the client themselves.
• Data or Statistics: Collect ROI, industry trends, or other data that supports your claims about the prospect's problem or your solution.
• Marketing Messaging:  From your marketing team or your content, find the solution's benefits, unique selling proposition , and story details that will be most relevant to this prospect.
• Props or Demonstrations:  If your product lends itself to physical or virtual demonstrations, gather the required materials or set up the virtual environment. 
• Graphs:  Create graphs that back your claims, illustrate trends, and supplement your stories. If you say Facebook ad prices are trending upwards, show a graph of this. 

Because you might have to get this material from another department or person or even create it yourself, it’s best to handle this at least two or three days before you plan to begin building your sales deck so you can plug them in immediately when you create the deck.

4. Create a Personalized Sales Deck

A sales deck is the slideshow that acts as a visual backdrop and guide for your sales presentation, usually created using  sales presentation software  like PowerPoint. If you choose to use a deck with your spoken presentation, make it about 10 slides in length, light on text (fewer than 30 words per slide), heavy on images, diagrams, and other visuals, and personalized to the prospect's situation so they feel understood and can imagine how your solution will help them.

These are a few ways to personalize the sales deck for your prospect:

• Add Them to the Cover Slide: Your cover slide should include your company name and logo, but adding your prospect's will help them feel more engaged at the start of the presentation.
• Include Components of Their Current Situation: When talking about the problem and its implications, add related images and light text to your problem slide to drive the point home. 
• Highlight Specific Use Cases:  Think of ways you envision your prospect using your solution to their benefit, and add related images or videos of those features to the solution slide. 
• Add Similar Customers' Images or Logos:  When you talk about a case study or testimonial of a company like your prospect, show images of them to promote legitimacy.

Just like your presentation outline, consider creating a general version of your sales deck and leaving a few prompts that you can simply personalize for each prospect. This will help you keep the overall structure that you know to be effective while also helping the deck feel as if you crafted it especially for the prospect.

Additional Reading:

For help on creating the best sales deck for your presentation, check out our detailed article on  how to create a sales deck . There, you'll find key steps as well as templates and examples to craft the best one possible.

How to Properly Deliver Your Sales Presentation

An effective sales presentation is personalized to your prospect and makes them active participants, sparking questions from them and prompting run-off conversations about their specific interests. This helps you build a relationship. Let’s go over some key tips for delivering a sales presentation that wins over your audience.

Start With Highly Personalized Small Talk

Depending on your prospect, you may want to begin your sales presentation with a rapport-building question that asks about their personal life such as “How was the football game last weekend?,” or they may respond better to a more professional question like “I saw you opened a new office in {location} . Congrats! How's it progressing?” Starting off the presentation with the right type of small talk can help your prospect relax and drop their “No one can sell me!” attitude.

Use a Conversational Tone

Resist the urge to speak too formally. It's important to be respectful of your prospect, but positioning yourself as their peer will help them picture you as both a subject matter expert and a quality potential partner. Stick to simple language and try to sound more casual so your prospects see you as a pleasant person to work with rather than a stuffy salesperson.

Switch Speakers Often

If you’re presenting with multiple people, it makes sense to switch speakers whenever you move on to the next main point. When assigning main points to different team members, take into account their levels of expertise and enthusiasm for given topics. For example, if one of them spent days analyzing the prospect’s main problem, let them take that part. Genuine confidence is powerful. For this reason, also let your best closer make the closing statement.

Encourage Questions Throughout

Consider building in extra time so you can encourage your audience at the beginning of your presentation to ask questions and make comments while you’re presenting. This makes your presentation more of a conversation and lifts the audience's engagement level and comprehension. Say something like, “Don’t be afraid to ask questions or make comments throughout. If there’s something you want to discuss in greater detail, let me know.”

Follow Typical Presentation Best Practices

As you go through the outline and any supporting materials (e.g., a slide deck) you've created, keep in mind the communication tactics that help your presentation go smoothly. Here are some best practices for delivering your sales presentation in a way that both captivates and sells the audience:

• Leverage Body Language Tactics:  Put your shoulders back, smile, and feel free to move around naturally. Use your hands to emphasize key points or transitions. The Presentation Training Institute has additional tips on  body language for presenters . 
• Maintain Eye Contact:  Alternate eye contact between the people in the room. Try your best not to leave anyone out for too long. 
• Keep Things Moving and Changing:  Don’t spend more than a few minutes discussing a slide. When you frequently change the visual stimuli, you maintain the audience’s attention.
• Be Confident:  Avoid apologizing if you make a mistake. This indicates nervousness or discomfort. Instead, take it in stride and keep presenting with confidence.

Learning these presentation tips can also help you be a better salesperson in general since they can be applied outside of presentations, as well.

Go Off Script When Needed

The presentation outline, the sales deck, and any sort of script that you write all contribute to a well-organized presentation, but a truly professional presenter knows that it's important to be flexible throughout the presentation. If your prospect asks a question that you were planning to answer later in the presentation or not at all, consider taking a moment to address their curiosity or concern. This will help them feel more engaged and view you as a helpful potential partner.

Ultimately, go with the flow. Expect the unexpected to occur, like a confusing question from the audience. If you lack the knowledge on the specific subject, say you’ll do some research and send them the answer in a follow-up email. They’ll understand.

Top 3 Sales Presentation Software

Most of your prospects will better follow what you're saying and understand your product and what it does if they can view a visual slide deck as you speak. While there are many sales presentation software options out there, we've found Visme, Google Slides, and Prezi to be some of the best ones in terms of key factors like cost and features. We've briefly covered each platform below:

Google Slides

Visme is an online software that allows you to create, store, and share visual materials such as sales presentations and infographics. Its searchable library contains over a thousand presentation layouts and themes to get you started, and its free educational resources such as tutorials, webinars, and courses make it a great option for those new to sales presentations. Visme has a free version and available upgrades.

Google Slides is a free slideshow tool that helps you create simple, professional-looking sales decks to accompany your verbal presentation. Start with one of their templates, then invite your team members to collaborate on the slides in real time. Slides is a great option for Google Suite users since it integrates seamlessly with other Google apps.

Prezi is a highly interactive presentation builder that uses features such as zooming in and out to keep the viewer engaged. Because the zoom function is nonlinear, you can bounce between slides as your prospect asks questions, helping you to keep the conversation flowing and give the buyer more control than they'd normally have in a typical presentation. The basic platform is free, but you can upgrade for more functionality.

When choosing the right platform for you, consider factors such as your budget and any particular features you need. Also think about the number of employees who will use it, their level of experience with presentation software, and whether they'll use the software for their own individual presentations or collaborate on a presentation as a team.

For more on these platforms plus additional options, read our independent editorial review of the best presentation software available. In the article, we cover their pricing, core features, ease of use, and more, plus each option's primary use case.

3 Best Sales Presentation Examples From Top Companies

You can learn a lot about sales decks and presentation skills by reading through exceptional sales decks and watching great sales presenters. Here are example sales presentations from Facebook, Zuora, and Steve Jobs (Apple), and what makes them so successful. Click the images below to see each example presentation.

LinkedIn Sales Navigator Presentation

First off, LinkedIn does a great job of using color to create a visually appealing slideshow of their LinkedIn Sales Navigator product. As for the presentation, they begin with an elevator pitch that gives context to the prospect. Then they talk about the current environment of their customers (salespeople), emphasizing that sellers in this age need to be focused, informed, and trusted.

After backing this claim with data, they introduce their solution and describe how it can help them be more focused, informed, and trusted, dedicating one slide to each attribute. They repeat these three words throughout the presentation so that they stick in the prospect’s mind. This is a good example of using three key benefits and the power of repetition.

Zuora Sales Presentation

Zuora  does a fantastic job in this sales deck of using little text and still making a big impact. The presentation begins with an explanation of a big change (the new subscription economy) in the customer’s industry. This hooks the audience immediately, since it’s top of mind.

Zuora then goes on to explain how there will be winners and losers in this economy and offers case studies of companies who have used this change to their advantage. Then, they show how their solution can help the prospect do the same.

Steve Jobs Sales Presentation

In this presentation, Steve Jobs introduces the first  Apple  iPhone. The presentation is an illustration not only of what it means to present with confidence, wit, and charm, but also of solid presentation structure. Steve begins by building credibility, listing past successes. He then describes the problem with current smartphones — their static, plastic keyboards. After dismantling the competition, he introduces the solution to the problem and its many benefits.

Examples such as these are a great place to get inspired and think of similar ideas for your own presentation outline or presenting style. Seek out as many sales presentation examples as you need, then pick a few key tips to keep in mind as you get ready to host your next few sales presentations.

Top 4 Sales Presentation Tips

We listed best practices for delivery above, but there are also best practices for preparation that can help you get your presentation in good shape before your attendees arrive in person or virtually. These include planning a certain closing technique, rehearsing your presentation, sharing your sales deck in advance, and testing the technology. Keep these four main tips in mind, especially after you finish creating your presentation and start getting ready to deliver it.

Plan a Personalized Closing Technique

It's important to personalize your sales closing technique to your prospect. As you personalize your CTA, consider the relationship you have with the prospect plus what's realistic.

For example, if you have great rapport with them and you think they might buy soon, you can try an assumptive close, using language that assumes they'll make a purchase. If you don't know them as well or they seem like a tougher client, you may want to try using an inoffensive close to reiterate your product's benefits and ask if they'd be open to receiving a business proposal .

Rehearse Your Presentation

Practice your sales presentation at least five times all the way through. Do it alone first and then in front of others so they can spot your weak points. The reason you are rehearsing is to memorize the material enough so you can field questions and comments throughout the presentation, then easily get right back on the track.

For instance, if a CEO in the audience says “That’s a super cool idea” during your presentation, you won’t have to bulldoze to the next slide in order to keep your rhythm and memory if you’ve rehearsed properly. You can pause and discuss it before picking up where you left off.

Share Your Sales Deck Beforehand

Share your sales deck with the attendees two days before the meeting. In most cases, they will look it over and build interest. Some won’t read it, but it’s courteous to give them the option. Most importantly, emailing your deck to the attendees will also help them prepare any questions, so the discussions will be top-notch.

If you know a lot about the prospect’s current situation, day-to-day, and goals, take this approach a step further and send them a written vision statement that explains how you see this product or service changing their life or business. It can be as short as a single paragraph or as long as a page. It’s meant to show the prospect that your presentation will be personalized to their needs.

Prepare & Test the Technology

Your presentation could be in-person in an office or meeting room or virtual via a conferencing platform like Zoom. In both cases, it’s crucial to prepare the environment and smooth out any wrinkles by testing the technology. If in person, make sure your screen and projector or laptop and the necessary cords are functioning properly. If virtual, test the conferencing software, your mic, and your webcam. In both cases, ensure your slideshow is ready to go.

You'll naturally come up with additional best practices as you give more presentations, but even implementing these four can drastically change the success of your presentations.

For more information on creating and optimizing your sales presentation, check out our article on the top  sales presentation tips and ideas  from verified experts.

Bottom Line: Sales Presentation

Your audience should come out of your sales presentation different than they were at the beginning. Give them insights about their industry, a deeper understanding of their problem or challenge, and ideas about how they can reach their goals and dreams with the help of your product or service. If you follow the steps and tips we’ve presented to you today, you should be able to do just that.

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How to Create an Outstanding Report Presentation!

A report presentation is a daily necessity for most companies. Employees are constantly working on compiling data and facts about their company and department and presenting them in PowerPoint presentations. But often, the presentation design fails to impress.

In this article, you’ll learn how to visualize hard data into an appealing and engaging report presentation for your audience.

What exactly is a report?

A business report is a formal document that communicates corporate information clearly and concisely .

In a report presentation, a company presents data, facts and information, quarterly balance sheets, turnover, HR developments , and so on.

Why report presentations are so important

Report presentations are essential to the success of your business . Why? It’s simple.

Report presentations provide a coherent overview of your company’s performance : What is the current status quo? Which strategic decisions need to be made in the future? How are resources being allocated?

This clear presentation forms the basis for future fact-based decisions . This means it must present facts transparently and answer any business-related questions .

What does a good report presentation look like?

A report presentation has to be clear and concise – after all, you want your audience to understand what you’re saying.

Reporting on data is often very dry. You need to present it in the most visually interesting way possible . An attractive report design will help your audience understand your key messages immediately, without having to delve into specific corporate figures . Keep reading for tips on how to do this.

How to create an engaging report presentation: 5 tips

Report presentations are usually time-limited, so focus on the essential information . The key is to communicate facts clearly and concisely .

Give your information visual interest. Microsoft PowerPoint offers numerous possibilities for enhancing the look of your presentation. Below we have compiled 5 tips for you on how to create an appealing report.

Tip 1: Prepare properly

Preparation lays the foundation for a successful report presentation. Think carefully about how you want to present specific facts and data. Know what you want to say and what your goals are – that’s key for a great report presentation layout. Each slide must have a specific purpose . Only include data that is essential to convey your message .

Give your slides variety but don’t overload them with information or graphics. Less is often more. Try out the unique features of PowerPoint and see which option best suits your presentation.

Focus on the most important key figures and avoid unnecessary details . A good report presentation should make your key statements understandable without your audience having to delve deeper into the company’s key figures.

For 11 helpful tips on preparing your presentations, check out our post, Preparing a PowerPoint Presentation .

Tip 2: Chose the right charts and diagrams

Charts and diagrams are the best way to visualize figures and data. Not only are they visually appealing, but they also summarize your statements in a way that is easy to understand .

PowerPoint offers a wide range of charts and diagrams . You can choose from pie charts, bar charts and area charts, as well as other customizable diagram options. We’ve summarized an overview of the best diagram styles and when to use them in our article, 10 Chart Types: Which One Is Right for My Data?

Some chart types are more suited to specific data . For example, a pie chart is a terrific way to show gender distribution in your company. Bar or column charts can be used to visualize sales, balance sheets and profits.

If you want to illustrate aspects that have happened over a longer period of time, area charts, line charts and of course timelines are ideal.

Feel free to combine several chart types . Let your creativity run free. You can also add icons to your diagrams. The possibilities are endless! Just keep it simple and don’t overload your slides. You can find professionally designed icons in our shop . Take a look at these:

Once you’ve found the right type of chart or diagram, it’s time to highlight the most vital information in it . This helps your audience understand your key messages and quickly identify the most important aspects of your report presentation. If you need to, you can further explain these aspects as you go along.

You’ll find professionally designed slide templates for various charts in our shop . For example, this template:

Tip 3: Reuse layouts

Certain topics often reappear in report presentations. A good example of this is quarterly figures or annual financial statements. With these kinds of topics, it makes sense to the invest time in creating an optimal layout that you can reuse .

If you want to compare quarterly figures or annual financial statements, using the same layout makes any differences clear and obvious to your audience.

You can find out how to create your own layouts and other tips & tricks here .

Tip 4: Other design elements

You can also use additional design elements to enhance your report presentation . There are unlimited, creative options to choose from. Think carefully about which elements will visually support your statements.

Try to include transparent images . These are more attractive than normal images and set visual accents when combined with text or graphics. Transparent images are also effective as customized backgrounds, like on title slides. We’ve put together more information on transparent images for you here .

Another design idea is icons . These small images help to break up blocks of text and reduce presentation content to a bare minimum. The simple messages behind icons are universally understood and save space on slides. More information can be found here .

Tip 5: Practice, practice, practice

Ideally, a report presentation should need little accompanying information – your slides should speak for themselves . But that doesn’t mean you don’t need to practice. Especially with diagrams, extra information can further support the infographics. Put particular focus on getting your key messages across.

Think about any questions that your audience may have. Even when your report presentation covers only key content, it’s still important to know and convey more in-depth background information on data, facts and figures in case of follow-up questions .

Of course, there’s so much more that goes into a convincing presentation. Here are some articles with helpful tips:

• 16 Ways to Kick-Start Your Presentation
• Body Language in PPT Presentations: 8 Tips & Tricks
• Rhetoric Skills: How to Speak and Present Effectively
• Presentation Hack: Always Focus on Your Audience’s Needs
• Because First Impressions Aren’t Everything: 20 Tips and Ideas to End Your Presentation in Style

You can find more helpful articles in our blog. ► To the blog

Create expert report presentations

Report presentations are a common part of day-to-day business. With their clear graphic elements, reports communicate unambiguous information that is essential for a company’s success.

No doubt your next report presentation is already in your business calendar. Take our tips to heart and try them in your next report.

Do you have questions about report presentations or general questions about PowerPoint? Feel free to contact us at [email protected] . We’re here to help!

Are you looking for professionally designed slide templates for your report presentation? Take a look around our shop. We have a wide variety of slide templates on numerous (business) topics. You’re sure to find the right slide set for your needs. For example, here’s one for your financial report:

You can find more templates here ► To the shop

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Design Thinking: Problem Solving with a Difference

Why Corporate Mission Statements Are So Important

7 Tips & Learnings from the Apple Keynote

• New lesson plans
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• Successful campaigns
• Make your work shine
• External marketing campaigns
• Launch campaigns
• Go-to-market strategies
• Product launches
• Approval processes
• Track campaign results
• Be productive on the road
• Cohesive sales teams
• Create sales reports
• Custom sales presentations
• On-target client proposals
• Bridge the gap
• Engage with customers
• Simplify tasks
• Close deals faster
• Prepare RFPs
• Sales planning
• Data-driven recommendations
• Access company knowledge
• Beat sales forecasts
• Visualize trends
• Secure information

Create high-quality sales reports

Developing professional sales reports can be time consuming and costly. You need an easy way to display your data with compelling graphics that accurately represent the data.

Decide the best way to display your data by refining and sorting it in Excel. The Recommended Charts command will instantly show you which charts will best represent your data.

Get more specific with Maps in Power View in Excel to display your territory sales data according to region. When you add locations, Maps places dots on a visual map to easily show the bigger picture.

Once you’ve made the charts and graphics, bring your work into PowerPoint to share it with the team and stakeholders. PowerPoint QuickStarter gives you suggestions to easily design a professional presentation. Use Morph to add in cinematic motion to create smooth transitions from one slide to the next.

Get recommendations on the best way to present sales data.

Create a visual map with your geographical data.

Use cinematic motion between slides to add polish to your presentation.

Maps in Power View

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How to Make a Sales Presentation

Last Updated: May 10, 2022 References

This article was co-authored by Michael R. Lewis . Michael R. Lewis is a retired corporate executive, entrepreneur, and investment advisor in Texas. He has over 40 years of experience in business and finance, including as a Vice President for Blue Cross Blue Shield of Texas. He has a BBA in Industrial Management from the University of Texas at Austin. There are 12 references cited in this article, which can be found at the bottom of the page. This article has been viewed 225,597 times.

An effective sales presentation not only educates prospective customers about your product or service, but it also explains how you can meet a customer's specific needs and help them achieve their goals. Creating a successful sales presentation requires thorough research and careful preparation. Time invested in doing your homework will lead to a higher percentage of closed sales.

Doing Research

• Keep separate files for product information, company information and details about your prospective customers.
• Include lists of sources for all of your data so can refer back to them as needed.
• Create an organized filing system and naming conventions for your files so you can access them as needed.

• Take care to distinguish between features and benefits. A product or service can have many features, many of which are not important to a prospective customer. The salesman's task to show how a specific feature will have a meaningful benefit to the prospect.
• For example, features may include cost, size, usability, lack of maintenance, easy repair, or warranty, among others.
• Have an exhaustive understanding about how the product is manufactured and packaged.
• Know the history of your product and learn about any advances in product development.
• Familiarize yourself with shipping procedures and policies.
• Study the history of your company and how it has grown, and be prepared to discuss your company's values.
• For services, identify important features and benefits like peace of mind, security, cost, ease of use, etc.

• To beat a competitor, first try to determine their competitive advantage. That is, why customers buy their products rather than yours. Again, it is not the features that count but the perceived benefit that the customer expects to receive from the purchase.
• Scrutinize the details of their product or service and how yours compares. If you are a caterer, for example, determine if you use fresher food or better ingredients, or if you prepare food in a unique way.
• Learn their marketing and communication strategies and how they differ from yours. Perhaps you offer special discounts that they do not, or your printed materials are in full color and are printed on higher quality paper.

• Learn your potential customer's needs. If you can, talk to them before you pitch (by phone or in person) and learn as much as you can about what will really make them interested in buying. Do they need a lower price, better reliability, finance terms, faster delivery? Try to figure out their "trigger."
• Consult the company's annual report, trade publications, website and the local chamber of commerce to learn this information. [5] X Research source

• Analyze their business and current economic indicators to determine if their product and services are in demand. A food services distributor, for example, could help a coffee shop improve their menu with new equipment or better ingredients.
• Determine their biggest competitors and the benefits the competitor provides to the customer. [6] X Research source To get a sale, you will need to offer a better benefit than what they might be receiving.
• Consult trade groups, business magazines and academic institutions to learn about business trends and how your prospect could use your services to be more competitive. [7] X Trustworthy Source U.S. Small Business Administration U.S. government agency focused on supporting small businesses Go to source

Writing Content

• Shape your presentation to the power-level of attendees in the meeting. Are they decision-makers, influencers, or gate-keepers? Understand (ask if you don't know) the process for making a purchase decision and who will be making it.
• If the audience will be small, deliver a short, interactive presentation and then lead a discussion. Ditch the Powerpoint and instead try printing out a few detailed slides to pass out to the small group. [9] X Research source Keep in mind the importance of body language and eye contact with your audience.
• For a large audience, prepare a staged, formal presentation with polished visuals. Avoid distracting colored text or ClipArt. Use clear language, show enthusiasm for your product, and keep things moving at a lively pace. [10] X Research source

• Use simple, short terms for more punch. Try using action verbs when possible.
• A caterer pitching to a wedding planner, for example, would discuss their proven history of providing high quality food at a reasonable price.
• A cleaning service presenting to an office manager would state that they can enhance employee productivity by keeping the office clean and organized.

• Your opening should include a restatement of their objectives and the assurance that you will meet those objectives during the presentation.
• A caterer's objectives, for example, would include planning a menu, ordering food, preparing food and arranging for delivery within a given time-frame.
• A cleaning service would list daily tasks, such as cleaning the floor, sanitizing bathrooms and removing the trash. Less regular tasks, such as cleaning the windows or equipment dusting, would also be listed with the expected frequency.

• The steps for planning a menu, for example, might include meeting with clients and setting up taste tests. The deliverable would be a written copy of the menu.
• The details a cleaning service would specify include how long it takes to complete tasks, the materials and number of personnel used and whether or not they bring their own equipment.

• A caterer would use this opportunity to emphasize their skill at timing food preparations so everything is perfectly cooked and doesn't get cold before it is eaten.
• A cleaning service would highlight the positive impression that a clean, organized space makes on clients and how this also maintains property values.

Creating Graphics and Visuals

• Find fresh graphics instead of using stock ClipArt or templates. If the budget permits, enlist the help of a graphic artist.

• Make sure you check the visual aids and sound equipment that might be available in the venue, and find out the requirements for use.

• If a smart board is available, use it to annotate graphics with your customer's feedback. Save your annotations at the end of your presentation so you can review them later.
• Bring a flip chart or whiteboard and an easel for taking notes and recording comments if an interactive smart board is not available. Test your markers ahead of time and only bring those that work. If your paper is unlined, draw lines with a pencil to keep your handwriting horizontally aligned.

• You would only distribute them if you are not talking to a decision maker who is not ready to make decision.
• Be aware that anything left with the client may wind up in the hands of a competitor.

Delivering a Successful Presentation

• Avoid slang and jargon and never, ever curse.

• If you are giving a presentation to a very large audience, don't just stand on the stage as people file in. Mill about, introducing yourself and greeting people you know.

Closing the Sale

Expert Q&A

• Build genuine rapport by discussing sports, asking about family, or mentioning common acquaintances or colleagues. People like to do business with other people they like and trust. [31] X Research source Thanks Helpful 1 Not Helpful 0
• Don't put your customer in a superior position by saying, "I won't take up too much of your time," or "I really appreciate you making room in your busy schedule to see me." These statements sound like you think they are doing you a favor, when you should communicate with your demeanor and confidence that you are there as an asset to them. [32] X Research source Thanks Helpful 1 Not Helpful 0
• Understand your audience and follow their lead. Executives may be under time crunches and dislike small talk or extended presentations. Be prepared to shorten your presentation upon request. Thanks Helpful 0 Not Helpful 1
• Be aggressive but honest about what you can offer to a prospective customer. Remember that it's better to under-promise and over-deliver. Thanks Helpful 1 Not Helpful 0

You Might Also Like

• ↑ http://edwardlowe.org/digital-library/how-to-create-and-give-a-sales-presentation/
• ↑ http://www.entrepreneur.com/article/225778
• ↑ https://www.sba.gov/content/do-your-market-research
• ↑ http://www.duarte.com/best-practices-for-sales-presentations/
• ↑ http://changethis.com/manifesto/50.06.PresentingSmall/pdf/50.06.PresentingSmall.pdf
• ↑ http://www2.le.ac.uk/offices/ld/resources/presentations/large-groups
• ↑ http://www.proedgeskills.com/Presentation_Skills_Articles/visual_aids_undermine.htm
• ↑ http://www.presentationmagazine.com/presentation-skills-1-use-visual-aids-7320.htm
• ↑ http://www.skillsyouneed.com/present/visual-aids.html
• ↑ http://www.businessknowhow.com/marketing/sales-presentation.htm
• ↑ http://www.entrepreneur.com/article/222405
• ↑ https://www.salesgravy.com/sales-articles/closing-techniques/5-closing-questions-you-must-be-asking.html

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Sales reporting powerpoint presentation with slides

Showcasing sales report and impressing the top management of your company at the same time is near to impossible task. But this can be achieved if you use our 67 slides content- ready Sales Reporting PowerPoint Presentation With Slides. This PowerPoint sample show has all the right slides like compassion, financials, segmentation, new market location, timelines, action plan, case study, clients partners, problem challenges, solution to the problem, our product, key product service offerings, our advantages, us vs. the competition, our offerings vs. the competition, pricing package, product testimonials, product traction, project delivery timeline, service level agreement, and many more. This sales reporting PowerPoint sales sample file will assist you reach the target and get potential buyers. Impress your fellow workers and company heads with this professional and visual PPT deck presentation. This sale reports presentation slides also carries slides like agenda, key managers and contact, our mission, our team, about us, company overview, multilevel hierarchy, matrix chart, mind map chart, post in notes etc. Download our Sales Reporting PowerPoint Presentation With Slides today and capture the spectators attention. Presenting trade and target achievement reports is an unending process. However, don’t panic! Winning sales reporting with our pre made PowerPoint show is quick and easy. Within minutes of downloading our PowerPoint slide deck you are ready with your sales reporting PowerPoint presentation. To cast spotlight on each significant subject of a sales report we have included PPT slides like financials, targets with arrow, action plan, the problem challenges, our solutions for the problem and many more. Best part is that this PPT sample works well for business professionals of sales, sales planning, sales strategists and even for marketing executives.

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Presenting Sales Reporting PPT with a set of 63 slides to show your mastery of the subject. Use this ready-made PowerPoint presentation to present before your internal teams or the audience. All presentation designs in this deck have been crafted by our team of expert PowerPoint designers using the best of PPT templates, images, data-driven graphs and vector icons. The content has been well-researched by our team of business researchers. The biggest advantage of downloading this deck is that it is fully editable in PowerPoint. You can change the colors, font and text without any hassle to suit your business needs.

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Content of this Powerpoint Presentation

Slide 1 : This slide introduces Sales Reporting. State Your Company Name and get started. Slide 2 : This is an Agenda slide. State your agendas here. Slide 3 : This is Our Mission slide. State company mission here. Slide 4 : This is Our Mission slide. State company mission here. Slide 5 : This is an Our team slide with name, designation and text boxes to state information. Slide 6 : This is an About Us slide. State company/team specifications here. Slide 7 : This is Company Overview slide to state company specifications on world map image. You may change the slide content as per need. Slide 8 : This is Company Overview slide to state company specifications with silhouettes imagery. Slide 9 : This is a Compare Infographic Butterfly Chart slide to show product/entity comparison. Slide 10 : This is a Financial score slide to present financial aspects etc. Slide 11 : This slide shows Target With Arrow image board. Showcase targets, goals etc. here. Slide 12 : This slide shows Segmentation. Showcase target market, segmentation factors etc. here. Slide 13 : This slide showcases New Market Location on a world map image. Slide 14 : This is a Timeline slide to show company growth, evolution, milestones etc. Slide 15 : This is an Action Plan slide with human and target imagery. Slide 16 : This is an Action Plan slide to state the course of planning, action tactics etc. Slide 17 : This is a Case Study slide showing client, the problem, solution and results. Slide 18 : This is a Case Study slide showing client background, the challenges, solution & benefits etc. Slide 19 : This is a Case Study slide showing Our Unique Approach etc. with imagery and text boxes to state information. Slide 20 : This slide presents Clients Partners to be dipslayed. Slide 21 : This is a Business Quotes slide to convey, express or state your beliefs, message etc. Slide 22 : This is the Pitch slide to state What, How and Why of the respective topic. Slide 23 : This is the Pitch slide to state How Do you solve this problem. Slide 24 : This slide showcases The Problem Challenges with icon imagery.  Slide 25 : This slide showcases The Problem Challenges faced. State the kind/number of problems, issues etc. here. Slide 26 : This slide showcases Our Solution To The Problem. Present your solutions here. Slide 27 : This slide showcases Our Solution To The Problem with a creative key imagery. Present your solutions here. Slide 28 : This slide presents The Value Proposition displaying- Cost, Risk, Efforts, Promise, Differentiation and Support. Slide 29 : This slide presents The Value Proposition displaying- Product: Company, Product: Ideal Customer, Experience, Benefits, Features. Slide 30 : This slide showcases Our Product. State product specifications etc. here. Slide 31 : This slide showcases Our Product. State product specifications etc. here. Slide 32 : This slide showcases Key Product Service Offerings. State product offerings, specifications etc. here. Slide 33 : This slide also showcases Key Product Service Offerings. State product offerings, specifications etc. here. Slide 34 : This slide showcases Our Advantages with icon imagery. State your plus points, pros or advantages here. Slide 35 : This slide also presents Our Advantages with icon imagery. State your plus points, pros or advantages here. Slide 36 : This is Us vs. the Competiton slide stating comparison in a quadrant form. Slide 37 : This is Our Offerings vs. the Competiton slide stating comparison in tabular form. Slide 38 : This slide showcases Pricing/ Package. You can show the range as Basic, Standard, Premium to Professional. Slide 39 : This is Product Testimonials slide with respective name, designation, images and text boxes. Slide 40 : This is a Product Traction slide. Monitor/Showcase the information and alter as per need. Slide 41 : This is Project Delivery Timeline slide to present important dates, milestones etc. Slide 42 : This slide presents Service Level Agreement which can be altered as per requirement. Slide 43 : This is Post It Notes slide. Post your notes, data, information here. Slide 44 : This is a Newspaper slide to add memorabilia or important pointers. Slide 45 : This slide showcases Business Plan Puzzle Pieces With Different Height with imagery to add information, specifications etc. Slide 46 : This is a Target Board With Arrow And Cycle Of Icons Flat slide. State your targets here. Slide 47 : This is a Circle Process image slide to add information, specifications etc. Slide 48 : This is a Wi-Fi Accessibility And Social Media Apps slide to present information, specifications etc. Slide 49 : This slide shows a Mind map for representing different entities. Slide 50 : This is a Matrix chart slide. Put relevant comparison data here. Slide 51 : This is a Lego Blocks Process slide with text boxes to show information, specifications etc. Slide 52 : This is a Silhouettes slide titled People On Machine Gear Wheel to show information, specifications etc. Slide 53 : This is a Multilevel Hierarchy For Business Organization chart slide. You can provide your chart and edit it accordingly. Slide 54 : This is a Gear With Idea bulb image slide to show information, innovative ideas etc. Slide 55 : This slide shows a Magnifying glass with Arrows slide to show scope, focus or targets. Slide 56 : This is an Our Services Bar chart title heading slide. Edit as per your requirement. Slide 57 : This is an Our Services funnel image slide. Edit as per your requirement. Slide 58 : This is a Locations slide to show global segragation, presence etc. on a world map and text boxes to make it explicit. Slide 59 : This is a Locations slide to show global segregation, presence etc. on a world map and text boxes to make it explicit. Slide 60 : This is a Contact Details slide. Slide 61 : This is Key Managers And Contact as our team slide. Mention name, designation etc. here. Slide 62 : This too is Key Managers And Contact as our team slide. Mention name, designation etc. here. Slide 63 : This is a Thank You slide for acknowledgement with image.

Sales reporting powerpoint presentation with slides with all 63 slides:

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