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¿Quiere ahorrar horas en el diseño y la disposición de su próximo informe trimestral? Descargue la plantilla de presentación Informe Trimestral para lucir bien mientras traduce información importante en un informe digerible para ser distribuido entre equipos y partes interesadas. Los informes trimestrales incorporan páginas y páginas de documentos, así que ahorre horas de trabajo con esta presentación completamente personalizable. La plantilla incluye diapositivas sobre Logros y Hitos, Ratios Financieros, Balance, y Flujos de Efectivo, Impacto Corporativo, Proyecciones, Resumen Ejecutivo, Ingresos vs. Gastos, Actividad de Marketing, Proyección de Ventas, Objetivos Estratégicos, Hoja de Ruta de 12 Meses, y muchos más. Además, si se queda hasta el final, compartiremos cómo una empresa como Delta o American Airlines desglosa sus propios informes trimestrales.

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11 questions and answers
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The Executive Summary in a quarterly report presentation template serves as a concise overview of the entire report. It provides key highlights, achievements, and significant findings from the report. It's designed to give readers a quick understanding of the report's content without having to go through the entire document. It's particularly useful for stakeholders who may not have the time to read the full report but need to understand the main points.

Companies like Delta or American Airlines utilize the quarterly report presentation template to effectively communicate their financial and operational performance to stakeholders. The template helps them to organize and present complex data in a digestible format. It includes slides on Achievements & Milestones, Financial Ratios, Balance Sheet, Cash flows, Corporate impact, Projections, Executive Summary, Income vs. Expense, Marketing Activity, Sales Projection, Strategic Goals, and 12-Month Roadmap. These companies customize the template to reflect their unique operations and performance metrics.

The quarterly report presentation template can help in presenting Marketing Activity and Sales Projection by providing a structured and visually appealing format. The template includes specific slides for Marketing Activity and Sales Projection, allowing you to present these aspects in a clear and concise manner. This can save hours of work in designing and laying out the report, and can help in translating important information into a digestible format for teams and stakeholders. It also allows for customization to suit your specific needs.

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Destacados de la herramienta

Logros y hitos

Cada informe trimestral incluye un resumen de alto nivel de lo que la empresa ha logrado hasta ahora. Esta diapositiva de logros y hitos incluye una línea de tiempo para resaltar visualmente tantos hitos como sean relevantes. Normalmente, estos son logros de la empresa en su conjunto que son cualitativos por naturaleza. Estos destacados también podrían ser nuevos desarrollos estratégicos que son clave para el crecimiento. (Diapositiva 6)

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12 questions and answers
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In a quarterly report, strategic developments typically highlighted include new initiatives, partnerships, or products that are key to the company's growth. These could be company-wide accomplishments that are qualitative in nature. It could also include changes in market strategy, new market entries, or significant improvements in operations or processes. The aim is to provide stakeholders with a clear understanding of the company's strategic direction and how it plans to achieve its goals.

A timeline in a quarterly report can be effectively used to highlight company milestones by visually representing the company's accomplishments over the quarter. It provides a clear and concise view of the progress made, making it easier for stakeholders to understand the company's growth and achievements. The timeline can include company-wide accomplishments that are qualitative in nature or new strategic developments key to growth. It's important to ensure that the milestones represented on the timeline are relevant and significant to the company's progress.

The key components of a successful quarterly report include a high-level highlight of the company's accomplishments, milestones, and strategic developments that are key to growth. It should also include a timeline to visually highlight these milestones. The report should be digestible and easily distributed between teams and stakeholders.

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La presentación también tiene diapositivas para reconocer los logros del equipo y de los miembros individuales del equipo para reconocer el buen trabajo de un equipo específico o de un miembro del equipo. Estos son más para informes trimestrales internos, ya sea de un gerente a una relación de informe o entre los propios equipos internos. (Diapositiva 8-9)

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5 questions and answers
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The role of a manager in preparing and presenting an internal quarterly report is multifaceted. They are responsible for gathering and analyzing data relevant to their department's performance over the quarter. This includes financial results, project updates, and key performance indicators. They then compile this information into a comprehensive report. In presenting the report, the manager communicates the team's achievements, challenges, and plans for the future to other teams and stakeholders. They may also recognize individual and team-wide achievements to motivate and acknowledge their team members.

A quarterly report can be made more digestible for teams and stakeholders by presenting the data in a clear and concise manner. Use visuals like charts, graphs, and infographics to represent complex data. Break down the information into smaller sections or points for easy understanding. Include a summary or key takeaways at the beginning or end of the report. Recognize teamwide and individual achievements to keep the report engaging. Lastly, use a simple and clean layout for the report.

Using a customizable presentation for quarterly reports has several benefits. Firstly, it saves time on design and layout, allowing you to focus more on the content. Secondly, it allows for consistency in the presentation of data, making it easier for teams and stakeholders to understand. Thirdly, it can be tailored to acknowledge teamwide and individual achievements, fostering a sense of recognition and motivation among team members.

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Resumen financiero

A continuación, ningún informe trimestral estaría completo sin un resumen financiero. Esto podría ser una visión general de alto nivel que se vuelve tan específica como los ejecutivos quieran. Esta visualización de la relación financiera enumera las seis relaciones financieras más comunes en una diapositiva. Esto ayuda a los ejecutivos a comparar los resultados a través de ratios como el ROI y la relación actual, que compara si la empresa tiene o no suficientes recursos para cumplir con sus obligaciones a corto plazo. Para cada ratio, los ejecutivos pueden comparar el crecimiento de Q a Q, con un trimestre en la parte superior comparado con otro en la parte inferior. (Diapositiva 13)

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Executives can use quarterly reports to compare quarter to quarter growth by examining the financial summary section of the report. This section often includes common financial ratios such as ROI and current ratio. By comparing these ratios from one quarter to another, executives can gain insights into the company's financial performance and growth. They can assess whether the company has enough resources to meet its short-term obligations and how the return on investment is changing over time.

Quarterly reports can help in assessing a company's ability to meet its short-term obligations by providing key financial ratios. One such ratio is the current ratio, which compares whether or not the company has enough resources to meet its short-term obligations. By comparing these ratios quarter to quarter, executives can track the company's financial health and its ability to meet short-term obligations.

The six most common financial ratios used in quarterly reports are: Return on Investment (ROI), Current Ratio, Quick Ratio, Debt Equity Ratio, Gross Margin Ratio, and Operating Margin Ratio. These ratios help executives compare results and understand the financial health of the company.

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Para esbozar más detalles, utilice otras diapositivas de estados financieros para mostrar ganancias y pérdidas, balance, flujo de efectivo, y muchos más. (Diapositiva 15-26)

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Impacto corporativo

El impacto corporativo es otra área que es importante destacar en un informe trimestral. Por un lado, los aspectos destacados de la diversidad e inclusión y la creación de empleo, donde se pueden subrayar las métricas clave. Por otro lado, los ejecutivos pueden proporcionar un desglose rápido de cómo la empresa gastó recursos en el aprendizaje y desarrollo de los empleados, ya sea en educación continua, mejora de habilidades u otros esfuerzos. (Diapositiva 27)

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15 questions and answers
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A quarterly report can highlight a company's commitment to employee learning and development by providing a detailed breakdown of the resources spent on these initiatives. This could include continuous education, upskilling, or other efforts. The report could also highlight key metrics related to these initiatives, such as the number of employees who have participated in learning and development programs, the types of training provided, and the outcomes of these programs. This information can demonstrate the company's investment in its employees and its commitment to fostering a culture of learning and growth.

There are several effective ways to present a company's spending on employee development in a quarterly report. First, you can provide a breakdown of the total amount spent on different aspects of employee development such as continuous education, upskilling, or other efforts. This can be presented in a pie chart or a bar graph for visual impact. Second, you can highlight the impact of these investments on key metrics such as employee productivity, retention rates, or job satisfaction. This can be done through a comparison of these metrics before and after the investment. Lastly, you can include testimonials or case studies to illustrate the benefits of these investments on individual employees or teams.

A quarterly report can be used to communicate a company's diversity and inclusion efforts to stakeholders by highlighting key metrics related to these areas. This could include data on the diversity of the workforce, initiatives taken to promote inclusion, and the impact of these efforts on the company's performance. It's also important to provide a breakdown of how resources have been allocated towards employee learning and development, as this is often a key part of diversity and inclusion strategies.

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Responsabilidades sociales corporativas

La responsabilidad social corporativa es otra área de impacto. Esta diapositiva se divide entre el impacto en las personas y el planeta, donde se destacan las principales métricas de ambos. Por ejemplo, bajo el planeta, los ejecutivos pueden seguir las reducciones en áreas clave como las emisiones o los residuos de vertederos. (Diapositiva 28)

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Proyecciones

Los informes trimestrales también deben incluir proyecciones para el futuro. Los ejecutivos pueden utilizar esta visualización como una diapositiva de establecimiento de objetivos con cuatro gráficos y una tabla para cubrir las principales proyecciones financieras relacionadas con cualquier tema. Estas podrían ser proyecciones estratégicas, proyecciones de ventas, o proyecciones relacionadas con la inversión de recursos. En este ejemplo, se comparte la proyección financiera a 5 años de la empresa junto con el KPI de ingresos de equilibrio. Esta proyección a cinco años también podría ajustarse para abordar los próximos cuatro trimestres en su lugar. (Diapositiva 30)

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8 questions and answers
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A 5-year financial projection in a quarterly report is significant as it provides a long-term view of the company's financial health and performance. It serves as a roadmap for the company, setting financial goals and expectations. This projection can be used to make strategic decisions, plan for sales, and manage the investment of resources. It also provides stakeholders with an understanding of the company's future prospects, which can influence investment decisions.

A company can effectively use projections in their quarterly reports by incorporating them as a visualization tool for goal-setting. These projections can cover key financial aspects related to strategic planning, sales, or resource investment. For instance, a company can share its 5-year financial projection along with the Key Performance Indicator (KPI) of breakeven revenue. This projection can be adjusted to address the next four quarters, providing a roadmap for the company's financial planning. It's important to note that these projections should be realistic, based on past performance and market trends, and should be regularly reviewed and updated.

A comprehensive quarterly report should include the following key elements:

1. Executive Summary: This provides a brief overview of the company's performance during the quarter.

2. Financial Information: This includes income statements, balance sheets, and cash flow statements.

3. Analysis of Financial Performance: This section provides an analysis of the financial information, highlighting trends and explaining variances.

4. Projections: Future projections for the company, including strategic, sales, or investment of resources projections.

5. Key Performance Indicators (KPIs): This section highlights the KPIs that the company is tracking, such as breakeven revenue.

6. Conclusion: This section summarizes the report and provides recommendations for future action.

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Informes trimestrales de American Airlines vs. Delta Airlines

Cuando se trata de informes trimestrales de cara al público, cada empresa informa de manera diferente; incluso las empresas de la misma industria destacan diferentes métricas. Por ejemplo, compare cómo dos grandes aerolíneas estadounidenses, American Airlines y Delta Airlines, desglosan sus informes trimestrales de cara al público.

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Para los resultados financieros de American Airlines, eligieron compartir 1) los ingresos del cuarto trimestre en comparación con el mismo período de 2019 (su último punto de comparación pre-pandemia) 2) la pérdida neta del cuarto trimestre, y 3) la liquidez total disponible, que resultó ser el saldo de liquidez de fin de año más alto en la historia de la empresa. También destacaron el 4) el número de pasajeros transportados de manera segura, que fue el mayor de cualquier otro transportista estadounidense.

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Para sus proyecciones, la aerolínea informó que continuaría ajustando su capacidad futura con las tendencias observadas de reservas, lo que llevaría a una 1) disminución de la capacidad que es del 8% al 10% más baja en comparación con el Q1 de 2019, y 2) los ingresos totales serán del 20% al 22% menos en comparación con el Q1 de 2019.

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Ahora comparemos esto con los informes de Delta. Delta desglosó su 1) ingreso antes de impuestos ajustado, 2) ingresos operativos ajustados y 3) gastos operativos totales en comparación con el Q4 de 2019, así como su 4) remuneración de American Express, que aumentó un 11% en comparación con el Q4 de 2019. Como la empresa también informó de sus resultados anuales, esta última métrica se destacó para mostrar que la remuneración de su tarjeta de crédito co-branded con American Express se había restaurado casi al 98% en comparación con 2019, lo que señala una señal positiva para las tendencias de ingresos.

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Para las proyecciones de marzo de 2022 de Delta, proyectó que llenará 1) del 83% al 85% de la capacidad y 2) del 72% al 76% de los ingresos en comparación con marzo de 2019, 3) gastará $1.6 mil millones en gastos de capital brutos con aproximadamente 4) $22 mil millones en deuda neta ajustada. Debido a que la empresa también ha proyectado un 5) aumento del 15% en el costo del combustible por asiento disponible, Delta también aumentará los costos de los boletos con un recargo por combustible para recuperar entre $15 y $20 en cada sentido en un valor de boleto promedio de alrededor de $200.

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Si está a punto de preparar el próximo informe trimestral de su empresa, necesita esta presentación. Descargue la plantilla de presentación Informe Trimestral para obtener más diapositivas sobre Resumen Ejecutivo, Ingresos vs. Gastos, Actividad de Marketing, Proyección de Ventas, Objetivos Estratégicos, Hoja de Ruta de 12 Meses, y muchos más para ahorrar tiempo y horas de trabajo. Y para la presentación completa y el video explicativo, conviértase en miembro de You Exec Plus.

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7 questions and answers
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Common challenges in using the Quarterly Report presentation template may include understanding the layout and structure, deciding what information to include, and presenting the data in a clear and concise manner. These challenges can be overcome by familiarizing oneself with the template, planning the content in advance, and using clear, simple language and visuals to present the data.

Companies can implement the Quarterly Report presentation template in their report preparation process by first downloading the template. The template includes slides on various topics such as Executive Summary, Income vs. Expense, Marketing Activity, Sales Projection, Strategic Goals, 12-Month Roadmap, etc. These slides can be used as a guide to structure the report. The company can input their data and information into the relevant sections of the template. This not only saves time but also ensures a consistent and professional format for the report.

The Quarterly Report presentation template is specifically designed to present a company's financial and operational activities over a three-month period. It includes slides for Executive Summary, Income vs. Expense, Marketing Activity, Sales Projection, Strategic Goals, 12-Month Roadmap, etc. Other business report templates may vary in content and structure depending on their purpose. For instance, an annual report template might include a comprehensive review of the year's activities, financial statements, and future plans. A marketing report template, on the other hand, might focus on marketing strategies, campaign results, and customer analytics. Therefore, while all these templates serve to communicate important information, their content and structure are tailored to their specific purposes.

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