1. Telling Stories that help drive decisions
Presenting Data
Telling Stories that help drive decisions

2. Ask questions What information is needed? What will it be used for?
Who will see the information?
How does it need to be presented?
Remember to Keep It Simple!

3. Telling the Story: http://www.freedigitalphotos.net/images
Split your slide and describe your chart with words and provide some analysis.
Total Sales Revenue from 2005 to 2015.
Peak sales occurred in 2007 when the economy was strong.
Opportunity lies in on-line consumer sales.

4. Presenting Financial Data
Can be intimidating
Follow the story principle
Depending on information - align with Income Statement or Balance Sheet

5. Actual to Forecast: Expenses
Example (in 000s)
2015 Q4
Forecast
Actual
Difference
Salaries
150000
125000
25000
Rent
250
Marketing
4500
6500
(2000)
Explanation:
Salaries have been reduced due to created efficiencies in processes.
Marketing expenses increased due to entry into a new geographic market.

6. Actual to Forecast: Revenue
Example in (000s)
2015 Q4
Forecast
Actual
Difference
Product A
300,000
350,000
50,000
Product B
150,000
75,000
(75,000)
Product C
175,000
200,000
25,000
Explanation:
Product A had strong performance in all geographic areas.
Competitor X is out-performing us on Product B. Need to review product specifications.
Product C is maintaining its competitive position.

7. Profit and Loss TOTAL EBIT (Earnings Before Interest & Taxes) 320,000
Expenses (000s)
Salaries
12,500
Rent
250
Marketing
6,500
TOTAL
19,250
Revenues (000s)
Product A
350,000
Product B
75,000
Product C
200,000
445,000
Cost of Goods Sold
125,000
TOTAL EBIT (Earnings Before Interest & Taxes)
320,000
Normally, Profit and Loss are done at the departmental level of each company, depending on the size of the company. If you work for a smaller company, the CEO will want to keep tabs on the Profit and Loss scenarios on a regular basis to understand how to make adjustments to the business,

8. Aligning with Income Statement & Balance Sheet
Income Statement will align with Profit and Loss Statement
Balance Sheet is the bigger picture of the Business that takes into account all assets and liabilities.
Examples of Balance Sheets can be found here: