5 real-world finance report examples and templates to inspire your own 7

15+ Project Financial Report Examples to Download

Financial reports are essential for understanding a company’s financial health and performance. The income statement breaks down sales revenue, operating expenses and net income. The Mid-Year Review Business Report example features a clean and modern design that is both visually appealing and easy to read. The Company Handbook Business Report example features a clean and modern design that is both visually appealing and easy to read.

key financial statement templates by type

Declining any ongoing service or extra shipment requests to these customers safeguard businesses from benefitting from maintaining financial interests. While your balance sheet provides a bird’s eye view, your profit and loss statement can provide you with data on how your business is operating on a monthly basis. An income statement shows the company’s revenue breakdown as well as expenses and debts. However, many entrepreneurs try to reinvent the wheel and overcomplicate this process with custom financial reports. Below are 9 annual report examples that will inspire and guide you to your best annual report ever.

Refine your executive summary

Use data visualizations like charts, graphs or infographics to make financial data easy to follow. The frequency depends on the company’s size, industry and reporting requirements. A monthly financial report is essential for managing and overseeing a company’s finances.

And if you think you could use a little help with your annual report design, let’s chat. The BBVA video report feels more like an artfully directed short film than an annual report. Music reminiscent of Explosions in the Sky plays in the background of a black-and-white film, while simple motion graphics communicate company highlights.

• Discover how Atlas Society streamlines donation management with Anedot’s powerful tools, creating a better donor experience and boosting fundraising efficiency.
• This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth.
• A bar chart and matrix display the results of each department and sales manager.
• A comprehensive financial report encompasses summaries of vital financial statements.
• As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue.

Personalize content

• If you don’t have the budget to take such images then invest in a good AI image generator to do the trick.
• Additionally, it offers a bar chart that provides an overall comparison of income versus expenditure.
• Do you still need to figure out some aspects of annual reports, annual report design or annual report formats?
• Use this template to assess profitability and make informed budgeting decisions.

To write a simple financial statement, choose a financial report example template that fits your needs and fill in the essential fields. For example, a basic income statement includes line items for total revenue, cost of goods sold, expenses, and net profit. A personal financial statement form includes personal assets, liabilities, and a net worth 5 real-world finance report examples and templates to inspire your own calculation. Be clear and consistent in formatting, and make sure totals are accurate. Financial ratios are one of the tools that are applied in financial analysis.

An Australian company opening an independent clothing company in Indonesia

The company has a wide range of services including operations of airline, engineering services and airport terminal services. Singapore Airlines has also made an entrance into the industry with operations as aircraft leasing, ground handling, … Strategic planning is a vital component in the sustainability of school systems especially universities. As research shows, these problems are not unique to higher educational facilities only they need to be applied to other forms of business enterprises and nonprofit organizations. External factors like budgetary allocations, reduction in the funding some projects get an increase in tuition fees show the need for strategic planning in a dynamic financial economy. Strategic planning is therefore important if the university or other education facility is to fulfill the point of its existence.

Enabling better financial planning

The designers were aware that not everyone who explored the visualization would know what ReconciliACTION is about, so they ensured that a link to the website with the full story was included. That said, they did include a small introduction that sets the stage for the viewer. The bar chart template below serves as an ideal foundation for data visualization, much like the McKinsey chart above. Don’t forget to add a different color to the categories that you deem most important.

Modern Competitor Analysis

IntroductionBusinesses are established and meant for the economic prosperity, and also for providing strategic well being for the core operations of the company. Investors are very important for the organizational level, as they are the one who will inject their money in the stocks of the company in order to get high amount of return in the result. Caribou Coffee Company is the second largest company in the United States (Press Release, 2013), that sells coffee, bakery items and tea in about 415 coffeehouses that are owned by the company. The products are sold in approximately 40 states and also in the District of Columbia, and in the 126 franchises located at different places worldwide.

Further, a well-thought-out marketing plan allows you to create impactful marketing campaigns to drive more sales and build a loyal customer base. This will help you streamline your marketing efforts and promote your business offerings effectively while tracking your marketing budget and maximizing return on investment (ROI). This will help potential lenders really get what drives your business at its core. Though it’s an introductory part, it’s typically written after all the key sections are ready.

Begin a UI redesign in Q2 2024, launch a social media engagement strategy in Q3, and roll out the updated product with community features in Q4. Competitor analysis and customer feedback indicate a need for more intuitive design and stronger community presence to attract and retain users. Full market release is scheduled for Q1 2025, followed by targeted marketing campaigns and customer feedback integration for further enhancements. The system offers real-time inventory tracking, predictive restocking alerts, and an intuitive interface, reducing inventory errors by an estimated 50 percent. Make sure it more or less has all the sections you want and the structure is up to your liking and industry standard. So revealing such information is how you can convince lenders and investors.