As a result, each cell in this template intersects between the two and can help you in determining a sound marketing strategy. Use this template to gain fast insight into your assets and liabilities, and see how profitable — or close to profitable — your company actually is. A business plan executive summary presents stakeholders with a broad-strokes preview of what is usually included in a more detailed business plan report.
In short, it provides them with the essence of your business plan. Key performance indicators KPIs help you measure effectiveness and determine how close you are to achieving your objectives. A business case can provide you with an on-the-spot cost benefit analysis CBA , show you the risks to assess prior to greenlighting a project, and help you understand why to choose a particular strategy. This simple business case template provides sections for project reasons, options, benefits, costs, risks, schedule details, assessments, and your final recommendation.
Ultimately, it helps ensure that your business case is strategically sound. If your statistics are lagging, then this financial dashboard template is a dynamic call to action for your team. In many cases, your roadmap to a successful business is contingent upon the effectiveness of your business reports. You may be reporting on your sales growth, presenting a business plan or budget, showing market research, or giving a presentation on quarterly figures. These require different business report template types, but you can apply some general best practices to most business report template types.
Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Rather is the sales department, human resources, or logistics, your entire organization will be data-driven.
Created with modern marketing dashboard software , this business report example is fully focusing on the development of marketing campaigns. With metrics such as the total number of impressions, clicks, acquisitions, and cost per acquisition, being depicted on intuitive gauge charts, you quickly get a clear understanding of the performance of your campaigns.
Like this, you can spot any inefficiencies before they become bigger issues and find improvement opportunities to ensure your marketing efforts are paying off. If you want to dig even deeper, this interactive business report can be filtered for specific campaigns so you only see data related to it, making this dashboard the perfect tool to support team meetings. The examples of business reports that we used in this article can be utilized in many different industries, the data can be customized based on the factual information of the specific department, organization, company, or enterprise.
Interdepartmental communication can then effectively utilize findings and the content can be shared with key stakeholders. This first example focuses on one of the most important and data-driven departments of any company: finance. It gathers the most important financial KPIs a manager needs to have at his fingertips to make an informed decision: gross profit margin, operational expenses ratio OPEX , both earning before interests EBIT and net profit margins, and the income statement.
Next to these are the revenue evolution over a year compared to its target predefined, the annual evolution of operational expenses for various business departments as well as the evolution of the EBIT compared to its target. The different sets of visual representations of data can clearly point out specific trends or actions that need to be taken in order to stay on the financial track of a company.
All your financial analysis can be integrated into a single visual. When the presentation becomes interactive, clicks will provide even deeper insights into your financial KPIs, findings, and desired outcomes to make a company healthy in its financial operations.
The importance of this finance dashboard lays within the fact that every finance manager can easily track and measure the whole financial overview of a specific company while gaining insights into the most valuable KPIs and metrics. Empowering a steadfast and operation-sensitive plan is one of the most important goals a business can have, and finance is right in the middle of this process.
Thanks to all this information displayed on a single dashboard, your report is greatly enhanced and backed with accurate information for you to make sound decisions. It becomes easier to implement a solid and operation-sensitive management plan. When these people are investors, it is all the more critical to have a clean and up-to-date report for them to know how successful is the company they invest in, and for you to increase your chances to have more funds.
This example business report provides just that: an exact overview of the most important findings and specific values in a particular time frame. You learn about the return on equity and return on asset, the debt-equity ratio, working capital ratio, but also see the evolution of a share price over time. Not to be limited just to these data, you can always customize and make sample business reports for your specific needs. The management KPIs presented above in an example of a report focuses on the revenue and customer overview seen through a specified quarter of a year.
With just a click you can easily change your specific date range and make an overview of different months or years. When analyzing insights on a more specific level, you can easily spot if the revenue is approaching your target value, compare it to the previous year and see how much of the target you still need to work on.
On this specific example, we have gained insights on how to present your management data, compare them, and evaluate your findings to make better decisions. This clear overview of data can set apart the success of your management strategy since it is not possible to omit vital information. The best part of this example report is seen through its interactivity: the more you click, the more data you can present and the more specific conclusions you can look for.
These report templates that we have analyzed and presented in this article can be a roadmap to effectively create your own report, or customize your own data to tailor your needs and findings. Premium templates - Word. Premium apps for PC and Mac:.
Already a Microsoft subscriber? Sign in. Address books. All holidays. Animation and 3D. Back to school. Bids and quotes. Blank and general. A professional report is a formal written document that contains information regarding a particular study, findings, or research. It presents information in an organized format and is submitted to a specific audience.
What are the Components of a Professional Report? The components of a professional report are as follows: Title section Executive summary Introduction Body Conclusion Recommendations Additional information or appendices. What is the Significance of Reports? Reports help in communicating information to a particular audience.
They consist of data that is accurate, objective, and that which is compiled as a result of research and analysis.
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