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Want to save hours on the design and layout of your next quarterly report? Download the Quarterly Report presentation template to look good while you translate important information into a digestible report to be distributed between teams and stakeholders. Quarterly reports incorporate pages and pages of documents, so save hours of work with this completely customizable presentation. The template includes slides on Achievements & Milestones, Financial Ratios, Balance Sheet, and Cash flows, Corporate impact, Projections, Executive Summary, Income vs. Expense, Marketing Activity, Sales Projection, Strategic Goals, 12-Month Roadmap, and many more. Plus, stick to the end and we'll share how a company like Delta or American Airlines breakout their own quarterly reports.

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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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Achievements and milestones

Every quarterly report includes a high-level highlight of what the company has accomplished so far. This achievements and milestones slide includes a timeline to visually highlight as many milestones as are relevant. Typically, these are company-wide accomplishments that are qualitative in nature. These highlights could also be new strategic developments that are key to growth. (Slide 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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The presentation also has slides to recognize teamwide and individual team member achievements to acknowledge the good work of a specific team or team member. These are more for internal quarterly reports, either from a manager to a report relationship or across the internal teams themselves. (Slide 8-9)

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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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Financial summary

Next, no quarterly report would be complete without a financial summary. This could be a high-level overview that gets as specific as execs want. This financial ratio visualization lists the six most common financial ratios on one slide. This helps execs compare results across ratios like ROI and current ratio, which compares whether or not the company has enough resources to meet its short-term obligations. For each ratio, execs can compare Q to Q growth, with one quarter on top compared to another below. (Slide 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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To outline more details, use other financial statement slides to show profit and loss, balance sheet, cash flow, and many more. (Slide 15-26)

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Corporate impact

Corporate impact is another area that's important to highlight in a quarterly report. On one side, highlights of diversity and inclusion and job creation, where key metrics can be underscored. On the other side, execs can provide a quick breakdown of how the company spent resources on employee learning and development, whether that's continuous education, upskilling or other efforts. (Slide 27)

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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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Corporate social responsibilities

Corporate social responsibility is another area of impact. This slide divides across people and planet impact, where top metrics of both are featured. For instance, under the planet, execs can track reductions in key areas like emissions or landfill waste. (Slide 28)

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Projections

Quarterly reports should also include projections for the future. Execs can use this visualization as a goal-setting slide with four graphs and a table to cover key financial projections related to any topic. These could be strategic projections, sales projections, or projections related to the investment of resources. In this example, the company's 5-year financial projection is shared along with the KPI of breakeven revenue. This five-year projection could also be adjusted to address the next four quarters instead. (Slide 30)

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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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American Airlines vs. Delta Airlines quarterly reports

When it comes to public-facing quarterly reports, every company reports differently; even companies in the same industry highlight different metrics. For example, compare how two major US airlines, American Airlines and Delta Airlines, break out their public-facing quarterly reports.

For American Airlines' Financial results, they chose to share 1) fourth-quarter revenue against the same period in 2019 (their last pre-pandemic point of comparison) 2) fourth-quarter net loss, and 3) the total available liquidity, which ended up being the highest year-end liquidity balance in company's history. They also highlighted the 4) the number of passengers safely transported - which was the most of any other US carrier.

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For their projections, the airline reported it would continue to match its forward capacity with observed bookings trends, which would lead to a 1) decreased capacity that is 8% to 10% lower compared to Q1 of 2019, and 2) total revenue to be down 20% to 22% versus the Q1 of 2019.

Now let's compare this to Delta's reports. Delta broke out its 1) adjusted pre-tax income, 2) adjusted operating revenue and 3) total operating expenses compared against Q4 of 2019, as well as its 4) remuneration from American Express, which was up 11% compared to Q4 of 2019. Because the company also reported its full-year results, this last metric was highlighted to show that remuneration from its co-branded credit card with American Expres was nearly 98% restored compared to 2019, which signals a positive sign for revenue trends.

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For Delta's March 2022 projections, it projected it will fill 1) 83% to 85% of the capacity and 2) 72% to 76% of the revenue compared to March 2019, 3) spend $1.6 billion in Gross Capital Expenditures with approximately 4) $22 billion in adjusted net debt. Because the company has also projected a 5) 15% increase in cost of fuel per available seat, Delta will also raise ticket costs with a fuel surcharge to recapture somewhere between $15 and $20 each way on an average ticket value of about $200.

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If you're about to prepare your company's next quarterly report, you need this presentation. Download the Quarterly Report presentation template for more slides on Executive Summary, Income vs. Expense, Marketing Activity, Sales Projection, Strategic Goals, 12-Month Roadmap, and many more to save time and hours of work. And for the full presentation and explainer video, become a You Exec Plus member.

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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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