One-Page Summary Vs. Deck to present financial information

July 24, 2023

When it comes to presenting important financial information in a corporation, choosing the right format is crucial, as it can make or break the communication of the data. While the default option for many may be a traditional PowerPoint presentation deck, there is an alternative that can help convey complex financial data more effectively: a one-page summary document. To help provide more insight into when to use each option, we've compiled a list of the top three examples where a one-page summary should be used and the top three examples where a longer deck should be used.

Top 3 Examples Where a One-Page Summary Should be Used

  1. Quarterly Business Review: One of the most critical documents that executives review is often the quarterly business review. This document serves to provide a summary of the company's financial performance over the last quarter. Executives are often inundated with information, and a one-page summary document can be incredibly beneficial in giving them a clear picture of the most important information. The audience for this type of document is often the C-suite or senior board members.
  2. Investor Relations: One of the most important audiences for financial presentations is investors. Investors need concise and reliable data that they can analyze and use to make informed investment decisions. A one-page summary document can help investors quickly see the company's key performance indicators and evaluate them with ease.
  3. Financial Statements: While financial statements are often lengthy, a one-page summary document can be used to provide an overview of key financial ratios, such as liquidity, profitability, and solvency. This summary document can be especially useful for senior management, who may not have a finance background, to help them better understand the key financial metrics of the company.

Top 3 Examples Where a Longer Deck Should be Used

  1. Product Launch: For presenting a new product or service, a longer presentation is often necessary to explain its features and benefits in detail. This deck should include information on expected costs, how the product will be marketed, and revenue projections. The audience for this type of presentation is often sales or marketing teams.
  2. Budget Meetings: When presenting budgets to the management team, a longer deck is often required to provide detailed information on each department's expenses and revenues. The audience for this type of presentation is often the finance department, departmental heads, and the C-suite.
  3. Mergers & Acquisitions: For M&A activities, a longer deck is typically necessary to capture detailed information about the company being acquired, including financial performance, strategic fit, and potential risks.