how to make a sales report presentation

7 Amazing Sales Presentation Examples (And How to Make Them Your Own)

7 Types of Slides to Include In Your Sales Presentation

Inside the mind of your prospect: change is hard, before-after-bridge: the only formula you need to create a persuasive sales presentation, facebook — how smiles and simplicity make you more memorable, contently — how to build a strong bridge, brick by brick, yesware — how to go above and beyond with your benefits, uber — how to cater your content for readers quick to scan, dealtap — how to use leading questions to your advantage, zuora — how to win over your prospects by feeding them dots, linkedin sales navigator — how to create excitement with color, how to make a sales pitch in 4 straightforward steps, 7 embarrassing pitfalls to avoid in your presentation, over to you.

A brilliant sales presentation has a number of things going for it.

Being product-centered isn’t one of them. Or simply focusing on your sales pitch won’t do the trick.

So what can you do to make your offer compelling?

From different types of slides to persuasive techniques and visuals, we’ve got you covered.

Below, we look at data-backed strategies, examples, and easy steps to build your own sales presentations in minutes.

• Title slide: Company name, topic, tagline
• The “Before” picture: No more than three slides with relevant statistics and graphics.
• The “After” picture: How life looks with your product. Use happy faces.
• Company introduction: Who you are and what you do (as it applies to them).
• The “Bridge” slide: Short outcome statements with icons in circles.
• Social proof slides: Customer logos with the mission statement on one slide. Pull quote on another.
• “We’re here for you” slide: Include a call-to-action and contact information.

Many sales presentations fall flat because they ignore this universal psychological bias: People overvalue the benefits of what they have over what they’re missing.

Harvard Business School professor John T. Gourville calls this the “ 9x Effect .” Left unchecked, it can be disastrous for your business.

According to Gourville, “It’s not enough for a new product simply to be better. Unless the gains far outweigh the losses, customers will not adopt it.”

The good news: You can influence how prospects perceive these gains and losses. One of the best ways to prove value is to contrast life before and after your product.

Luckily, there’s a three-step formula for that.

• Before → Here’s your world…
• After → Imagine what it would be like if…
• Bridge → Here’s how to get there.

Start with a vivid description of the pain, present an enviable world where that problem doesn’t exist, then explain how to get there using your tool.

It’s super simple, and it works for cold emails , drip campaigns , and sales discovery decks. Basically anywhere you need to get people excited about what you have to say.

In fact, a lot of companies are already using this formula to great success. The methods used in the sales presentation examples below will help you do the same.

We’re all drawn to happiness. A study at Harvard tells us that emotion is contagious .

You’ll notice that the “Before” (pre-Digital Age) pictures in Facebook’s slides all display neutral faces. But the cover slide that introduces Facebook and the “After” slides have smiling faces on them.

This is important. The placement of those graphics is an intentional persuasion technique.

Studies by psychologists show that we register smiles faster than any other expression. All it takes is 500 milliseconds (1/20th of a second). And when participants in a study were asked to recall expressions, they consistently remembered happy faces over neutral ones.

What to do about it : Add a happy stock photo to your intro and “After” slides, and keep people in “Before” slides to neutral expressions.

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

Example: Slide 2 is a picture of a consumer’s hand holding an iPhone — something we can all relate to.

Why It Works: Pictures are more effective than words — it’s called  Picture Superiority . In presentations, pictures help you create connections with your audience. Instead of spoon-feeding them everything word for word, you let them interpret. This builds trust.

Tactic #2: Use Icons

Use icons to show statistics you’re comparing instead of listing them out.

Example: Slide 18 uses people icons to emphasize how small 38 out of 100 people is compared to 89 out of 100.

Why It Works:  We process visuals 60,000 times faster than text.

Tactic #3: Include Statistics

Include statistics that tie real success to the benefits you mention.

Example: “71% lift driving visits to retailer title pages” (Slide 26).

Why It Works:  Precise details prove that you are telling the truth.

Just like how you can’t drive from Marin County to San Francisco without the Golden Gate, you can’t connect a “Before” to an “After” without a bridge.

Add the mission statement of your company — something Contently does from Slide 1 of their deck. Having a logo-filled Customers slide isn’t unusual for sales presentations, but Contently goes one step further by showing you exactly what they do for these companies.

They then drive home the Before-After-Bridge Formula further with case studies:

Before : Customer’s needs when they came on

After: What your company accomplished for them

Bridge : How they got there (specific actions and outcomes)

Here are some other tactics we pulled from the sales presentation:

Tactic #1: Use Graphics/Diagrams

Use graphics, Venn diagrams, and/or equations to drive home your “Before” picture.

Why It Works:  According to a Cornell study , graphs and equations have persuasive power. They “signal a scientific basis for claims, which grants them greater credibility.”

Tactic #2: Keep Slides That Have Bullets to a Minimum

Keep slides that have bullets to a minimum. No more than one in every five slides.

Why It Works:  According to an experiment by the International Journal of Business Communication , “Subjects exposed to a graphic representation paid significantly more attention to , agreed more with, and better recalled the strategy than did subjects who saw a (textually identical) bulleted list.”

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

Example: After stating “15000+ vetted, ready to work journalists searchable by location, topical experience, and social media influence” on Slide 8, Contently shows what this looks like firsthand on slides 9 and 10.

Why It Works:  The same reason why prospects clamor for demos and car buyers ask for test drives. You’re never truly convinced until you see something for yourself.

Which is more effective for you?

This statement — “On average, Yesware customers save ten hours per week” — or this image:

The graphic shows you what that 10 hours looks like for prospects vs. customers. It also calls out a pain that the product removes: data entry.

Visuals are more effective every time. They fuel retention of a presentation from 10% to 65% .

But it’s not as easy as just including a graphic. You need to keep the design clean.

Can you feel it?

Clutter provokes anxiety and stress because it bombards our minds with excessive visual stimuli, causing our senses to work overtime on stimuli that aren’t important.

Here’s a tip from Yesware’s Graphic Designer, Ginelle DeAntonis:

“Customer logos won’t all necessarily have the same dimensions, but keep them the same size visually so that they all have the same importance. You should also disperse colors throughout, so that you don’t for example end up with a bunch of blue logos next to each other. Organize them in a way that’s easy for the eye, because in the end it’s a lot of information at once.”

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

Personalize your final slide with your contact information and a headline that drives emotion.

Example: Our Mid-Market Team Lead Kyle includes his phone number and email address with “We’re Here For You”

Why It Works: These small details show your audience that:

• This is about giving them the end picture, not making a sale
• The end of the presentation doesn’t mean the end of the conversation
• Questions are welcomed

Tactic #2: Pair Outcome Statements With Icons in Circles

Example: Slide 4 does this with seven different “After” outcomes.

Why It Works:  We already know why pictures work, but circles have power , too. They imply completeness, infiniteness, and harmony.

Tactic #3: Include Specific Success Metrics

Don’t just list who you work with; include specific success metrics that hit home what you’ve done for them.

Example: 35% New Business Growth for Boomtrain; 30% Higher Reply Rates for Dyn.

Why It Works:  Social proof drives action. It’s why we wait in lines at restaurants and put ourselves on waitlists for sold-out items.

People can only focus for eight seconds at a time. (Sadly, goldfish have one second on us.)

This means you need to cut to the chase fast.

Uber’s headlines in Slides 2-9 tailor the “After” picture to specific pain points. As a result, there’s no need to explicitly state a “Before.”

Slides 11-13 then continue touching on “Before” problems tangentially with customer quotes:

So instead of self-touting benefits, the brand steps aside to let consumers hear from their peers — something that sways 92% of consumers .

Leading questions may be banned from the courtroom, but they aren’t in the boardroom.

DealTap’s slides ask viewers to choose between two scenarios over and over. Each has an obvious winner:

Ever heard of the Focusing Effect?

It’s part of what makes us tick as humans and what makes this design move effective. We focus on one thing and then ignore the rest. Here, DealTap puts the magnifying glass on paperwork vs. automated transactions.

Easy choice.

Sure, DealTap’s platform might have complexities that rival paperwork, but we don’t think about that. We’re looking at the pile of work one the left and the simpler, single interface on the right.

Here are some other tactics to use in your own sales presentation:

Tactic #1: Tell a Story

Tell a story that flows from one slide to the next.

Example: Here’s the story DealTap tells from slides 4 to 8: “Transactions are complicated” → “Expectations on all sides” → “Too many disconnected tools” → “Slow and error prone process” → “However, there’s an opportunity.

Why It Works:   Storytelling in sales with a clear beginning and end (or in this case, a “Before” and “After”) trigger a trust hormone called Oxytocin.

Tactic #2: This vs. That

If it’s hard to separate out one “Before” and “After” vision with your product or service because you offer many dissimilar benefits, consider a “This vs. That” theme for each.

Why It Works:  It breaks up your points into simple decisions and sets you up to win emotional reactions from your audience with stock photos.

Remember how satisfying it was to play connect the dots? Forming a bigger picture out of disconnected circles.

That’s what you need to make your audience do.

Zuora tells a story by:

• Laying out the reality (the “Before” part of the Before-After-Bridge formula).
• Asking you a question that you want to answer (the “After”)
• Giving you hints to help you connect the dots
• Showing you the common thread (the “Bridge”)

You can achieve this by founding your sales presentation on your audience’s intuitions. Set them up with the closely-set “dots,” then let them make the connection.

Here are more tactical sales presentation ideas to steal for your own use:

Tactic #1: Use Logos and Testimonials

Use logos and  testimonial pull-quotes for your highest-profile customers to strengthen your sales presentation.

Example: Slides 21 to 23 include customer quotes from Schneider Electric, Financial Times, and Box.

Why It Works: It’s called  social proof . Prospects value other people’s opinions and trust reputable sources more than you.

Tactic #2: Include White Space

Pad your images with white space.

Example: Slide 17 includes two simple graphics on a white background to drive home an important concept.

Why It Works:  White space creates separation, balance, and attracts the audience’s eyes to the main focus: your image.

Tactic #3: Incorporate Hard Data

Incorporate hard data with a memorable background to make your data stand out.

Example: Slide 5 includes statistics with a backdrop that stands out. The number and exciting title (‘A Global Phenomenon’) are the main focuses of the slide.

Why It Works:  Vivid backdrops are proven to be memorable and help your audience take away important numbers or data.

Psychology tells us that seeing colors can set our mood .

The color red is proven to increase the pulse and heart rate. Beyond that, it’s associated with being active, aggressive, and outspoken. LinkedIn Sales Navigator uses red on slides to draw attention to main points:

You can use hues in your own slides to guide your audience’s emotions. Green gives peace; grey adds a sense of calm; blue breeds trust. See more here .

Tip: You can grab free photos from Creative Commons and then set them to black & white and add a colored filter on top using a (also free) tool like Canva . Here’s the sizing for your image:

Caveat: Check with your marketing team first to see if you have a specific color palette or brand guidelines to follow.

Here are some other takeaways from LinkedIn’s sales presentation:

Tactic #1: Include a CTA on Final Slide

Include one clear call-to-action on your final slide.

Example: Slide 9 has a “Learn More” CTA button.

Why It Works:  According to the Paradox of Choice , the more options you give, the less likely they are to act.

Step One : Ask marketing for your company’s style guide (color, logo, and font style).

Step Two: Answer these questions to outline the “Before → After → Bridge” formula for your sales pitch :

• What are your ICP’s pain points?
• What end picture resonates with them?
• How does your company come into play?

Step Three: Ask account management/marketing which customers you can mention in your slides (plus where to access any case studies for pull quotes).

Step Four:  Download photos from Creative Commons . Remember: Graphics > Text. Use Canva to edit on your own — free and fast.

What are the sales presentation strategies that work best for your industry and customers? Tweet us:  @Yesware .

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11 Sales Report Templates & Examples: How to Create a Sales Report Fast

As a sales manager, you have a lot of responsibilities on your plate—including the task of creating sales reports that executives can quickly wrap their heads around.

Aside from managing your sales team, providing coaching, and ensuring growth, sales managers and directors are also tasked with collecting the right data and presenting it to leadership.

I know firsthand, this can be a bit overwhelming. The good news is that creating an effective sales report doesn't have to be stressful. With the right tools and a solid sales report template to work with, you can create an actionable sales report in just a few minutes.

Before we talk strategy, let's quickly talk about what a sales report really is and which data points it should include.

What is a Sales Report?

Sales managers and other stakeholders use this data to understand overall sales activity and sales team performance, spot issues in the sales process, and make more informed business decisions.

The sales report may also map out effective growth strategies, identify the company’s ideal customers , and outline strategies to streamline the sales process .

Sales reports are usually created by team leaders or sales managers , and are formatted to communicate important data to specific teams or leaders effectively.

You can design your sales report as a multi-page document, an Excel document, a graph, or even a graphic presentation .

How to Write a Sales Report in 5 Steps

Anyone can stuff numbers into a report and drone on in a long meeting. The real challenge is creating a sales report that communicates the right data about the sales process and doesn’t put your audience to sleep. That requires a special touch.

Here are five steps to creating a successful sales report that won't bore your audience to tears.

1. Identify the Purpose of Your Sales Report

Obviously, the purpose of your report is to share sales metrics. But you can’t possibly fit in every bit of sales data. Instead, focus on the data that helps you or the company achieve specific goals.

Ask yourself why you’re putting together a sales report in the first place. Are you measuring the effectiveness of your promotional campaigns? Do you want to identify interesting sales trends for a sales forecast ? Is your sales report designed to motivate your team or make sure they're making enough outbound calls? Or is it a useful snapshot of sales KPIs for your sales operations team to work with?

The purpose of your sales report will help you gather and analyze the right kind of data. It will also help you determine the scope of your report, like the time period to report on.

2. Know Your Sales Report's Audience

Once you know exactly why you’re creating a sales report, the next step is defining your audience so your report can focus on the information they care about.

You wouldn't send the same cold email to a CEO and a marketing director, right? You shouldn't send them the same sales report, either.

A marketing head, for example, is likely interested in details like which marketing campaigns led to the most profitable sales. Your sales director is likely interested in if reps will meet their quotas.

But the CEO and other decision-makers are more interested in the “big picture,” such as the overall growth of the company, instead of the specifics of every campaign.

3. Gather Your Sales Data

Now that you've outlined the purpose and audience for your sales report, it’s time to gather sales data, filter the information, and analyze it. This is the fun part! (Or maybe that's just me.)

Make sure your data collection process is goal-oriented and hassle-free. If possible, use tools that integrate with your CRM or other sales software —this will make pulling the data a lot easier.

Start by outlining the metrics you want to include in your report and overall trends you think matter. A standard sales report includes core KPIs, team performance, number of goods sold, net revenue retention , net sales, profits, and customer acquisition costs .

You might also include sales growth, regional sales, new opportunities, team performance , or other relevant metrics.

To improve data accuracy, you'll need to clean up or filter the data to remove duplicate records and focus on specific areas. For example, if you're wanting to share sales metrics for North America, you'd exclude international numbers.

Next, define the time period your report will cover. It’s usually a good idea to take two different time periods—current and previous—and draw a comparison. For example, you might compare metrics month over month or year over year.

4. Create Engaging Visuals to Highlight Important Sales Metrics

Have you ever sat through a meeting where the presenter simply reads slides full of text? It's boring—and worse, it's harder to absorb data that way.

The way you present data is just as important as the data itself. This is where data visualization can help. Instead of expecting managers to go through spreadsheets full of numbers, use graphs and charts to clearly illustrate the impact of important data, contributing significantly to sales performance management .

For example, a line graph can show the increase or decrease in revenue over a period of time. A pie chart can illustrate how much each product contributes towards total sales. And bar graphs can be used to compare employee performance.

Visualizing data helps make your sales report easy to understand and digest. It can also highlight important trends and challenges in key sales metrics that might impact sales performance in the coming months.

Plus, using visuals helps you put together a great-looking report that keeps your audience from dozing off.

To create data visualizations, such as graphs, charts, and maps, to use in your reports use a data visualization tool like Google Data Studio .

If your reports highlight challenges/places where you're falling short, consider a SWOT analysis to pinpoint the cause.

Psst...curious about the factors influencing total contract value ? Check out our article!

5. Explain What the Sales Numbers Mean

On their own, numbers can be misleading and lead to erroneous judgements.

This is why it is important to always contextualize the data you present, instead of just handing over a bunch of numbers.

What Are the Different Sales Report Types?

There are tons of different types of sales reports, and there's no one right document for every organization. In fact, different teams in the same organization may use different sales reports to highlight different data.

Most reports cover a specific time period, such as daily sales reports, weekly sales reports, monthly, and quarterly sales reports. However, reports may also cover different steps in the sales process.

Here are the most common types of sales reports--and when to use them.

1. Sales Pipeline Report

The sales pipeline report shares the value of your sales pipeline and how the number of deals in each stage of the pipeline. It highlights how many deals could be lost and how many will be won, and how this might impact the company’s overall revenue.

Within the pipeline, all of the key stages of the deals are outlined to provide a clear picture of how daily, weekly and monthly sales cycles are performing.

Use this sales report to : Showcase success or challenges in your sales pipeline.

2. Conversion Rate Report

A conversion rate, or win rate, report shows how effectively your sales team is converting new leads into new customers.

Not only does this valuable data provide insights into the strength of your overall sales strategy, but it also highlights sales represenative and sales team performance.

Looking into individual salespeople's conversion rates can show you exactly how that person is performing as well as their overall strengths and weaknesses.

If leads are not moving into won deals and new customers, conversion rate reporting on each stage of the sales process will help you identify areas that need improvement.

Use this sales report to : Highlight the difference between leads that close and ones that don't or to highlight the difference in performance between sales reps/teams/campaigns.

3. Customer Churn Report

The churn rate shows you the overall rate at which a customer will stop doing business with your company or stop using your product.

Not only will the churn report show you when customers move on, but it can show you why by providing insights into overall trends.

Churn rate matters to sales because a high churn rate could mean you're targeting the wrong prospects.

Use this sales report to: Track the number of customers to churn and traits they share, such as company size, sales rep, lead source, etc.

4. Sales Forecast Report

A sales forecast is a detailed report estimating how much a company, sales team, or salesperson will sell every week, month, quarter, or year.

A sales forecast helps you spot potential problems early on, when it's still possible to avoid or fix them.

In Close, you can easily forecast future sales using the detailed values in the Pipeline View:

Use this sales report to : Predict future sales by rep, team, location, or lead type.

5. Deals Won and Deals Lost

Tracking deals you win and lose helps you see how the business is doing and how specific sales efforts pay off.

This report will also unlock insights into which of your products are more popular than others.

By using the right data, you can spot the trends relating to top-performing product offerings so you can maximize those opportunities to win more business.

Won and lost reports will also help sales managers understand how their sales teams and reps perform individually.

Use this sales report to : Track trends in won and lost deals by product type, company details, sales teams, or specific reps.

6. Average Deal Size

The deal size report helps you to know how many sales need to happen in order to achieve a specific revenue target.

For example, If every won deal produces $5,000 of revenue and your sales goal is $50,000, then you know that your team needs to close 10 new deals within that time frame.

This can also assist in planning sales capacity and resource allocation .

Use this sales report to : Track the impact of discounts, rep performance, overall business growth, and campaign impact.

7. Sales Calls Report

Track how effective your sales reps are by measuring the number of sales phone calls being made to their prospects.

This can help you understand if there are any gaps in close rates or any discrepancies between the number of phone calls VS the number of closed deals.

The call reports can also help you to isolate specific metrics and segment data about individual prospects that are being called.

Use this sales report to : Set benchmarks for new hires, gather data about valuable leads, and optimize your sales process.

CREATE YOUR OWN SALES REPORTS IN CLOSE →

4 Free Sales Report Templates (Downloadable in Google Sheets & Microsoft Excel Format)

Now that you understand the importance of sales reports, let’s look at a few of the most popular templates. These templates can be accessed in Google Drive or Excel and easily copied and pasted to make them your own.

1. Daily Sales Report Templates

This is a basic daily sales report template for sales executives that includes access to an extensive inventory list you can use to monitor the sales of multiple product lines. If you’re just getting started and a basic template is all you need, try this free daily sales report template in Google Sheets format (you can also download a Microsoft Excel version), brought to you by SmartSheet.

2. Weekly Sales Report Template

Use this weekly sales revenue report template to monitor and keep track of sales activity for a given week against a specific sales goal . Brought to you by Microsoft , this free Google Sheets & Microsoft Excel template allows you to track actions of each salesperson's activities in multiple locations and across several product lines.

3. Total Sales Report Template (with Pivot Table)

Love pivot tables? You'll like this sales report template. This spreadsheet (and Google Sheet) makes it easy to monitor product sales and customer performance over each quarter closely. You can quickly add customer names and sort by product or customer.

You can download the performance report right here in Google Doc format and make a copy to use for your own sales reporting purposes.

4. Sales Forecast Tracker

This monthly sales report template comes from our list of the best sales forecasting templates . It’s designed to help small businesses track sales opportunities , who’s assigned to each lead, which phase in the sales pipeline, and probability of closing the deal.

You can then quickly run basic sales forecast estimates to get a sense of how many deals will actually come through at the end of the month.

Using Sales Reports in Close

Creating sales reports can be a PIA, even when you use a template like the ones we listed above. If those templates aren't quite what you're looking for, try Close's sales reports here .

Our reports feature tons of data, including real-time sales activity reports, success rate, and a team leaderboard. Even better, no Excel formulas are needed. 🙌

Quick Tips to Improve Your Sales Reports

Whether you are a small business (using a small business CRM ) or an enterprise organization with a massive amount of resources, the steps above will help you put together a sales activity report that gets the job done.

If you want to be better than average, however, you'll need to go the extra mile. These strategies will help you create a sales report that delivers actionable data fast. (And makes you look good to your boss.)

Start With a Sales Report Summary

Most business reports start with an executive summary —there's a reason for that. Decision makers are busy, so it's in your best interest to deliver the most relevant data as fast as possible.

Provide a brief overview of the report, including key highlights and takeaways. What data do you have to share? Why does it mean and why does it matter?

Use all of your top-level sales metrics to create a summary that helps grab attention and tells your audience what to expect so they’re better prepared to process that information.

This could include an initial summary of:

• Total number of sales
• Total sales volume
• Total deals in the pipeline
• Total revenue

If you spot major opportunities or possible challenges, include those as well.

Cut Out the Fluff in Your Sales Reports

It can be tempting to include too much in your sales report. But more isn't always better. Instead of stuffing every bit of data into every report, think about who will see the report and what data really matters to them. In some cases, this might mean creating multiple sales reports for different departments.

If you're struggling to remove data, consider adding a "Trends to Monitor" section at the end. List metrics and changes you're keeping an eye on and what impact they might have in the long term.

Use a Sales Report Template

If you don’t have time to design and format a sales report from scratch, use one of the templates above. There are two main benefits of using a sales reporting template:

• A good sales report template provides a well-structured skeleton so all you need to do is input your data and information.
• This can help save tons of your time and effort, while still ensuring that you end up with a beautiful and organized report.

Automate Your Sales Reporting with a CRM

If your company uses customer relationship management (CRM) software , you can easily use it to generate a customized and detailed sales report.

Traditional tools like Microsoft Excel or Google Sheets are good for storing data and performing complex calculations, but you have to set up formulas and format the sheets from scratch. That's time you could be using to follow up on leads or, you know, scroll Reddit.

A CRM , however, makes it easier to generate a report almost immediately, because it's already tracking and storing your sales data in real-time. Whether you're a startup using a CRM , or a small business owner seeking to improve your bottom line metrics, having great sales reporting is essential to making data-informed decisions about how to best grow your business.

You can easily view any time frame and set custom date ranges, compare to previous periods, and analyze sales rep performance.

By automating parts of your sales reporting process, you can cut down on the time and effort required to put together a report that conveys relevant information in an engaging way.

Most CRMs usually offer several different reports that you can generate and customize to fit your needs.

Ready to Create Better Sales Reports?

Sales reporting might not be your favorite part of the job, but it is crucial to growing your business and closing more deals.

Sales reports show what strategies are working, what strategies aren't, and highlight opportunities for growth. And they help your boss see when you or your team are killing it.

Follow the steps to put together a sales report that conveys the right information and has maximum impact.

WATCH THE CLOSE ON-DEMAND DEMO →

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15 Sales Presentation Examples to Drive Sales

By Danesh Ramuthi , Oct 31, 2023

A sales presentation is not merely a brief introduction to a product or service. It’s a meticulously constructed sales pitch tailored to showcase the unique features and key elements of what’s being offered and to resonate deeply with the prospective customers. 

But what stands out in the best sales presentation is their ability to weave an engaging story, integrating customer testimonials, success stories and sales performances to maintain the audience’s attention span and to persuade them to take action. 

The right tools, like those provided by Venngage presentation Maker and its sales presentation templates , can greatly aid in this endeavor. The aim is to have a presentation memorable enough that it lingers in the minds of potential clients long after the pitch. 

Its ultimate aim is not just to inform but to persuasively secure the audience’s commitment.

Click to jump ahead:

6 Sales presentation examples

What to include and how to create a sales presentation, sales presentation vs pitch deck.

• Final thoughts

A sales presentation can be the differentiating factor that turns a potential client into a loyal customer. The manner in which a brand or individual presents their value proposition, product, or service can significantly impact the buying decisions of their audience.

Hence, drawing inspiration from various sales presentation examples can be an instrumental step in crafting the perfect pitch.

Let’s explore a few examples of sales presentations that cater to different needs and can be highly effective when used in the right context.

Clean sales presentation examples

The concept of a “clean” sales presentation reflects more than just its visual aesthetic; it captures an ethos of straightforward, concise and effective communication. A clean presentation offers a professional and efficient way to present your sales pitch, making it especially favorable for brands or individuals looking to be perceived as trustworthy and reliable.

Every slide in such a presentation is meticulously designed to be aesthetically pleasing, balancing visuals and text in a manner that complements rather than competes.

Its visual appeal is undeniably a draw, but the real power of a clean sales presentation lies in its ability to be engaging enough to hold your audience’s attention. By minimizing distractions, the message you’re trying to convey becomes the focal point. This ensures that your audience remains engaged, absorbing the key points without being overwhelmed.

A clean design also lends itself well to integrating various elements such as graphs, charts and images, ensuring they’re presented in a clear and cohesive manner. In a business environment where attention spans are continually challenged, a clean presentation stands as an oasis of clarity, ensuring that your audience walks away with a clear understanding of what you offer and why it matters to them.

Minimalist sales presentation examples

Minimalism, as a design and communication philosophy, revolves around the principle of ‘less is more’. It’s a bold statement in restraint and purpose. In the context of sales presentations, a minimalist approach can be incredibly powerful.

It ensures that your content, stripped of any unnecessary embellishments, remains at the forefront. The primary objective is to let the core message shine, ensuring that every slide, every graphic and every word serves a precise purpose.

This design aesthetic brings with it a sense of sophistication and crispness that can be a potent tool in capturing your audience’s attention. There’s an inherent elegance in simplicity which can elevate your presentation, making it memorable.

But beyond just the visual appeal, the minimalist design is strategic. With fewer elements on a slide, the audience can focus more intently on the message, leading to better retention and engagement. It’s a brilliant way to ensure that your message doesn’t just reach your audience, but truly resonates with them.

Every slide is crafted to ensure that the audience’s focus never wavers from the central narrative, making it an excellent choice for brands or individuals seeking to create a profound impact with their pitches.

Simple sales presentation examples

A simple sales presentation provides a clear and unobstructed pathway to your main message, ensuring that the audience’s focus remains undivided. Perfect for highlighting key information, it ensures that your products or services are front and center, unobscured by excessive design elements or verbose content.

But the beauty of a simple design is in its flexibility. With platforms like Venngage , you have the freedom to customize it according to your brand voice and identity. Whether it’s adjusting text sizes, incorporating vibrant colors or selecting standout photos or icons from expansive free stock libraries, the power to enhance and personalize your presentation lies at your fingertips.

Creating your ideal design becomes a seamless process, ensuring that while the presentation remains simple, it is every bit as effective and captivating.

Professional sales presentation example

A professional sales presentation is meticulously crafted, reflecting the brand’s guidelines, voice and core values. It goes beyond just key features or product benefits; it encapsulates the brand’s ethos, presenting a cohesive narrative that resonates deeply with its target audience.

For sales professionals, it’s more than just a slide deck; it’s an embodiment of the brand’s identity, from the great cover image to the clear call to action at its conclusion.

These presentations are tailored to address potential pain points, include sales performances, and present solutions in a compelling and engaging story format. 

Integrating elements like customer success stories and key insights, ensuring that the presentation is not just good, but memorable.

Sales performance sales presentation example

A company’s sales performance presentation is vital to evaluate, refine and boost their sales process. It’s more than just numbers on a slide deck; it’s a comprehensive look into the effectiveness of sales campaigns, strategies and the sales team as a whole.

This type of sales presentation provides key insights into what’s working, what isn’t and where there’s potential for growth.

It’s an invaluable tool for sales professionals, often serving as a roadmap guiding future sales pitches and marketing campaigns.

An effective sales performance presentation might begin with a compelling cover slide, reflecting the brand’s identity, followed by a brief introduction to set the context. From there, it delves into specifics: from the sales metrics, customer feedback and more.

Ultimately, this presentation is a call to action for the sales team, ensuring they are equipped with the best tools, strategies and knowledge to convert prospective customers into paying ones, driving more deals and growing the business.

Testimonial-based sales presentation examples

Leveraging the voices of satisfied customers, a testimonial-based sales presentation seamlessly blends social proof with the brand’s value proposition. It’s a testament to the real-world impact of a product or service, often making it one of the most effective sales presentation examples. 

By centering on customer testimonials, it taps into the compelling stories of those who have experienced firsthand the benefits of what’s being offered.

As the presentation unfolds, the audience is introduced to various customer’s stories, each underscoring the product’s unique features or addressing potential pain points.

These success stories serve dual purposes: they not only captivate the audience’s attention but also preemptively handle sales objections by showcasing how other customers overcame similar challenges.

Sales professionals can further augment the presentation with key insights derived from these testimonials, tailoring their sales pitch to resonate deeply with their potential clients.

Creating a good sales presentation is like putting together a puzzle. Each piece needs to fit just right for the whole picture to make sense. 

So, what are these pieces and how do you put them together? 

Here, I’ll break down the must-have parts of a sales presentation and give you simple steps to build one. 

What to include in a sales presentation?

With so much information to convey and a limited time to engage your audience in your sales presentation, where do you start?

Here, we’re going to explore the essential components of a successful sales presentation, ensuring you craft a compelling narrative that resonates with your prospects.

• A captivating opening slide: First impressions matter. Start with a great cover image or slide that grabs your audience’s attention instantly. Your opening should set the tone, making prospects curious about what’s to come.
• Data-driven slides: Incorporate key points using charts, graphs, infographics and quotes. Instead of flooding your slides with redundant information, use them as a tool to visually represent data. Metrics from your sales dashboard or third-party sources can be particularly illuminating.
• Social proof through testimonials: Weave in testimonials and case studies from satisfied customers. These success stories, especially from those in the same industry as your prospects, act as powerful endorsements, bolstering the credibility of your claims.
• Competitive context: Being proactive is the hallmark of savvy sales professionals. Address how your product or service fares against competitors, presenting a comparative analysis. 
• Customized content: While using a foundational slide deck can be helpful, personalizing your presentation for each meeting can make all the difference. Whether it’s integrating the prospect’s brand colors, industry-specific data or referencing a past interaction, tailored content makes your audience feel acknowledged.
• Clear path to the future: End by offering a glimpse into the next steps. This can include a direct call to action or an overview of the onboarding process. Highlight the unique value your company brings post-sale, such as exceptional training or standout customer support.
• Keep it simple: Remember, simplicity is key. Avoid overcrowding your slides with excessive text. Visual data should take center stage, aiding in comprehension and retention. 

Related: 120+ Presentation Ideas, Topics & Example

How to create a sales presentation? 

Crafting a good sales presentation is an art that blends structure, content and design. 

A successful sales presentation not only tells but also sells, capturing the audience’s attention while conveying the main message effectively. 

Here’s a step-by-step guide to ensure that your sales deck becomes a winning sales presentation.

1. Find out your ideal audience

The first step to any effective sales pitch is understanding your audience. Are you presenting to prospective customers, potential clients or an internet marketing agency? Recognize their pain points, buying process and interests to craft a message that resonates. This understanding ensures that your presentation is memorable and speaks directly to their unique needs.

2. Pick a platform to Use

Depending on your target audience and the complexity of your sales literature, you might opt for Venngage presentation maker, PowerPoint templates, Google Slides or any tools that you are comfortable with. Choose a tool that complements your brand identity and aids in keeping your audience’s attention span engaged.

3. Write the ‘About Us’ section

Here’s where you build trust. Give a brief introduction about your organization, its values and achievements. Highlight key elements that set you apart, be it a compelling story of your brand’s inception, a lucrative deal you managed to seal, or an instance where an internet marketing agency hired you for their needs.

4. Present facts and data

Dive deep into sales performance metrics, client satisfaction scores and feedback. Use charts, graphs and infographics to visually represent these facts. Testimonials and customer success stories provide that added layer of social proof. By showcasing concrete examples, like a customer’s story or feedback, you give your audience solid reasons to trust your product or service.

5. Finish with a memorable conclusion & CTA

Now that you’ve laid out all the information, conclude with a bang. Reiterate the value proposition and key insights you want your audience to remember. Perhaps share a compelling marketing campaign or a unique feature of your offering.

End with a clear call to action, directing your prospects on what to do next, whether it’s downloading further assistance material, getting in touch for more deals or moving further down the sales funnel.

Related: 8 Types of Presentations You Should Know [+Examples & Tips]

Sales presentation and the pitch deck may seem similar at first glance but their goals, focuses, and best-use scenarios differ considerably. Here’s a succinct breakdown of the two:

Sales Presentation:

• What is it? An in-depth dialogue designed to persuade potential clients to make a purchase.
• Focuses on: Brand identity, social proof, detailed product features, addressing customer pain points, and guiding to the buying process.
• Best for: Detailed interactions, longer meetings and thorough discussions with potential customers.
• Example: A sales rep detailing a marketing campaign to a potential client.

Pitch Deck:

• What is it? Pitch deck is a presentation to help potential investors learn more about your business. The main goal isn’t to secure funding but to pique interest for a follow-up meeting.
• Focuses on: Brand voice, key features, growth potential and an intriguing idea that captures the investor’s interest.
• Best for: Initial investor meetings, quick pitches, showcasing company potential.
• Example: A startup introducing its unique value proposition and growth trajectory to prospective investors.

Shared traits: Both aim to create interest and engagement with the audience. The primary difference lies in the intent and the audience: one is for selling a product/service and the other is for igniting investor interest.

Related: How to Create an Effective Pitch Deck Design [+Examples]

Final thoughts 

Sales presentations are the heart and soul of many businesses. They are the bridge between a potential customer’s needs and the solution your product or service offers. The examples provided—from clean, minimalist to professional styles—offer a spectrum of how you can approach your next sales presentation.

Remember, it’s not just about the aesthetics or the data; it’s about the narrative, the story you tell, and the connection you establish. And while sales presentations and pitch decks have their distinct purposes, the objective remains consistent: to engage, persuade and drive action.

If you’re gearing up for your next sales presentation, don’t start from scratch. Utilize Venngage presentation Maker and explore our comprehensive collection of sales presentation templates .

11 Sales Presentation Examples That Explode Your Pipeline

See uniquely effective sales pitch presentation examples and learn how to make a sales presentation that deeply engages buyers and helps you close the sale.

Dominika Krukowska

6 minute read

Short answer

What makes a successful sales presentation?

A successful sales presentation deeply engages buyers by setting your product apart from competitors. It should be unique, avoiding static and generic slides.

Key elements include an attention-grabbing cover slide, a clear introduction, problem identification, solution proposal, social proof, key benefits, detailed implementation, and a clear call-to-action.

Interactivity enhances engagement, making the content more memorable. Addressing common sales objections and weaving a coherent story further ensures success.

A generic sales presentation is a silent sales killer

One of the biggest challenges for B2B sales and marketing teams is creating a presentations for sales that truly sets your product apart from the competition.

The main reason why most sales presentations fail is because they all look the same. Sure enough, certain designs are more attractive than others, but the delivery falls short all the same—static, generic, boring insufferable slides. To help you make your offer outshine the rest and leave the competition behind, I rounded up our best sales presentation examples we’ve seen used with tremendous success!

What to include in a sales presentation deck

Regardless of the industry you’re operating in, any outstanding sales presentation deck should contain the following 8 slides :

• Cover slide: your company name and logo next to an attention-grabbing tagline outlining your unique value proposition.
• Intro: here you present what your company does, why it's relevant to buyers, and how you fit into the overall picture.
• The problem: identify the main problems buyers in your niche face and why they need to be solved.
• The solution: the way your solution contributes to solving the problem mentioned in the previous section.
• Social proof: customer testimonials and case studies.
• Key benefits: the unique features of your solution that make it stand out from comparable products or services.
• The “details”: describe how the implementation process works, what the key benefits and integrations are, and what your pricing structure looks like.
• Next steps (Call-To-Action): a clear explanation of the next step a prospect is supposed to take after reading your sales presentation deck.

If this info is not enough, you may wanna read our killer post on the ins and outs of how to create exceptional sales decks .

6 questions any successful sales presentation needs to answer

If you want to turn a prospect into a client, there are 6 basic questions you’ll have to address in your sales presentation deck .

What are the benefits of switching to your product or solution over the status quo?

Why should a potential customer adopt this change now rather than later?

Why should they pick your industry solution instead of those outside of your industry?

Why should a potential buyer choose you and your company specifically?

Why should they pick your product and service? What unique value will it bring them?

Why should you get their hard-earned money?

According to David Hoffeld , these 6 basic questions are the reason behind all sales objections. If you answer them in your sales presentation, you can lead prospects through the buying process and get them to become paying customers .

Now it’s just a matter of weaving the answers to these questions into a coherent story using the outline we mentioned in the previous section.

Stop boring your prospects with static sales presentations

Static presentations should be a thing of the past. By giving your prospects an interactive presentation they can “play around” with rather than trying to decode, you enhance engagement.

Case in point: look at this example of the same presentation for sales designed in 2 different ways, one static and one interactive.

Which one would get you interested? Which would you rather keep reading?

Static PowerPoint

Interactive Storydoc

Dynamic content has big implications for your ability to make successful sales presentations. They increase the average reading time, scroll depth, conversion rate, and internal shares, and are generally seen as more informative.

Using interactive sales presentations brings real business results

Our data from analyzing over 100K Storydoc sessions suggest that these are some outcomes you can expect by moving to interactive content:

146% increase in your presentation’s average reading time (as compared to the PPT benchmark)

41% increase in the number of people who get all the way down to the end of your presentation

2.3x more internal shares within your buyer’s organization

Storydoc users report a 2x increase in conversion over their competitors. So, now that PowerPoint is no longer stopping you from achieving full potential, let's dive deeper into some sales presentation examples .

Best sales presentation examples that bring big results

Instead of wasting your time and effort on sales presentations that look pretty but don’t bring the desired results, I’ll let you in on a little secret of what makes a sales presentation highly effective and compelling .

These sales presentation examples are not your average PowerPoint decks, and rightfully so. PPTs are a 30-year-old technology that fails to meet the needs of modern-day buyers.

NOTE: All of the sales presentation examples presented below have been crafted using Storydoc. They consist of modern scroll-based interactive slides that have proven to bring great results. They're also 100% replicable, meaning you can take any of these samples and use it to create your own high-performing sales presentation in a matter of minutes.

Sales pitch presentation

What makes this sales presentation great:

• Interactive slides are perfect for leading prospects through a compelling story narrative.
• Various data visualization elements allow you to present hard data in a more digestible way.
• Tiered slides can be used to outline the key features and benefits of your solution in a condensed way.

Sales mastery guide presentation

• Contemporary design in line with the freshest trends helps position your company as youthful and cutting-edge.
• A variety of image and data visualization placeholders that can easily be customized to convey the key insights.
• A perfect balance of text-based and visual slides helps add context to your numbers.

Sales impact presentation

• It comes with plenty of image placeholders that can be edited in just a couple of clicks to include industry-relevant visuals.
• Running numbers slides can be used to present the most important metrics.
• Interactive slides are ideal for guiding prospects through a captivating storyline.

Winning sales presentation

• Minimalist design doesn’t detract from your main message while providing value.
• Timeline slides and grayed out content are perfect for walking readers through complex processes or directing their attention to the main benefits of your solution.
• The calendar integration on the last slide makes it easier than ever for prospects to book a meeting with you straight from the deck.

Sales excellence showcase presentation

• A video on the cover slide boosts engagement by up to 32% , increasing the chances of prospects reading your entire deck and taking the desired action at the end.
• Easily customizable slides which are perfect for delivering ultra-personalized sales pitches.
• A vertical timeline allows this template to be repurposed for the next stages of the sales funnel too, for example client onboarding.

High-performance sales presentation

• The narrator slide allows you to walk prospects through even the most complicated solutions in an easily understandable manner.
• Video placeholders help ensure that more prospects will get to the end of your deck .
• The ability to embed case studies helps legitimize your solution in the eyes of prospective customers.

Light mode sales presentation

• Tiered slides allow you to present a variety of services or use cases of your solution in a single deck.
• Animated slides boost user engagement and make your presentation more user-friendly, maximizing the chances of your deck getting read in full.
• A library of data visualization elements to choose from helps position your company against competition and compare key metrics.

Dark mode sales presentation

• High-contrast colors make the presentation easier to consume and interact with.
• A fully interactive layout increases user engagement, as well as the average reading time.
• Tiered slides make it easy to present your service offer or snippets of your portfolio.

Modern sales presentation

A selection of dataviz elements is ideal for demonstrating the most important business metrics and performance indicators.

• Slides combining text and images can be used to present the main features of your solution in a user-friendly way, without overloading prospects with technical specs.
• Dynamic variables can be easily edited in just a few clicks, allowing you to send out ultra-personalized versions of your sales presentation at scale.

Sales pitch presentation essentials

• The sleek layout allows you to convey key details in fewer slides, respecting your prospects' time.
• Versatile slides are readily customizable for diverse sectors and applications.
• Straightforward, easy-to-use editor guarantees that any additions or tweaks you make will seamlessly fit the existing deck design, so you don't have to worry about disrupting the layout.

Sales presentation insights

• The smart editor instantly extracts your company's branding, ensuring your presentation remains on-brand.
• The scroll-based interactive format simplifies the presentation of your offering to prospects, leading them through an engaging story.
• Our AI assistant can be used to generate relevant visuals, create the copy based on your website, or tweak the existing copy to perfection.

How to create your most effective sales presentation yet

The only way to survive in sales going forward is to make sales presentations that buyers love reading. PowerPoint will always fail to do this. It’s time to let it go. So long, old friend! You won’t be missed.

To create truly effective presentations for sales you’ll need to weave storytelling into your pitch, personalize for each prospect, and let them take the next commitment directly from your deck.

You can do all of the above and get deep insights into your sales process with Storydoc’s interactive sales presentation creator .

You can personalize at scale by integrating Storydoc with your CRM and pull prospect’s data directly into your presentations with a single click.

You can fine-tune your presentation to perfection using your extensive analytics panel.

Investigate when and where a presentation is being read, how many times it was shared internally, which parts engaged most, and which made prospects bounce.

Try Storydoc and watch your close rate break through the roof (hope you have your whiskey and cigars ready).

Sales presentation templates that win

To make your content creation easier I’ve brought you some of our best sales presentation templates to take and use.

These templates were built with business storytelling in mind. They use interactive design to engage prospects and help them break down even the most complex messages.

Each of these templates was tried and tested for every device or screen size.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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25 Powerful Report Presentations and How to Make Your Own

If we are what we repeatedly do, then consultants are report presentations. In the words of veteran consultant John Kim , “If you cannot put together a well-structured, persuasive, and visual presentation… you won’t be a management consultant for long.”

Unfortunately, over 90% of consultant report presentations fail to make an impact, either because they don’t have enough content, have too much content, are unstructured, lack persuasiveness or in all honesty, are just plain boring.

You can know your data inside and out, and you couldn’t have a firmer grasp on the industry, but no matter how prepared or well-researched you are – even one bad slide can ruin great content. Not to mention, a poorly designed presentation can literally cost your department and your organization over $100,000 per year (conversely, a well-design presentation earns you significant advantages).

The good news is that you don’t need a swanky suite of tools or a big design team to overhaul your reports – there are tons of free and online resources for creating interesting, compelling, and seriously persuasive reports. Just sign up for a free Piktochart account and use any of the available slides templates to start easily.

So while the pyramid principle remains one of the best ways for structuring your presentation content, in this article we provide other top tips and insights you can use to create powerful slides that speak to your audience through 25 best practice examples.

Make Your Data Digestible

1. achieving digital maturity: adapting your company to a changing world by deloitte.

Click to view SlideShare

This deck ticks a lot of boxes when it comes to giving tips for powerful presentations. This report consists of an absolutely brilliant use of data visualization , a subtle “progress bar” at the top that reminds the audience which part of the presentation they’re at, and concise summaries accompanying each infographic. Here at Piktochart, it’s certainly one of the best report presentations we’ve swooned over in a while.

2. Digital globalization: The new era of global flows by McKinsey

There is an overwhelming amount of data here, but McKinsey does a commendable job of keeping it engaging with clear summaries and good-looking infographics (slides 30 & 42). Some slides might feel a bit more cramped than others (slide 41–49), but when creating your own reports you should try to save these huge chunks of data for an article or whitepaper that a client can download and peruse at their own leisure. Your presentation should only contain the highlights.  

3. KPCB Design in Tech Report 2015: Simplified and Redesigned by Stinson

You’ll appreciate the brilliance of this presentation even more when you see the original . Instead of just inserting data in its raw form as graphs or tables, Stinson transforms their findings into something more graphic and appealing. The rest of the report also takes on a less-is-more principle, distilling only the most important points that would matter to the client – not the presenter.

4. The 60 Greatest Mobile Marketing Strategies of All Time by Leanplum

Leanplum only presents one point per slide, making their presentation supremely easy to follow along with (despite having 105 slides!). While they do use traditional line graphs and bar charts, they also find unconventional ways to illustrate their data (slides 71–77) or slip in nuggets of data that don’t detract from the main point (slides 52–53) – they use data to back their insights, rather than make the data the focus of the slide.

Clean Up Your Report Presentation Slides

5. findings on health information technology and electronic health records by deloitte.

Make use of white space and clean graphics to get your point across more effectively. This consulting deck does what most report presentations neglect, which is to highlight key takeaways (and bolding the important points) to avoid cluttering the audience with too much information.

6. Getting ready for IFRS 16 by KPMG

Clean and simple, each slide in this presentation has a clear focus, enhanced by the use of one question per slide and accompanying minimalist-style icons . It’s one of the easiest styles to replicate, and can be used strategically at certain portions of your presentation where you want to remove distraction and place emphasis on certain messages.

Choose the Right Fonts For Your Report Presentation

7. global retail trends 2018 by kpmg.

Crisp and clear, the choice of sans serif fonts keeps your report looking sleek, modern, and supremely legible when presenting. While your choice of font may be constricted by brand guidelines or house style, regardless, a good rule of thumb in your report presentation is to use clear, minimally-styled fonts so your message doesn’t get lost in a web of visual distraction.

Make Use of Report Presentation Visuals

8. how to use weflive 2017 by kpmg.

This presentation has been viewed over 87,500 times, making it a great example of what works in an educational deck. The use of screengrabs gives both current and potential clients better recognition of your services or products. It’s also been proven that visual elements attract clients better.

9. Top Ten Customer Airport Complaints by McKinsey

Smart use of custom illustrations and images helps audiences to instantly identify with each pain point. Good, relevant visuals amplify your message because they elicit emotional responses, helping your audience retain key points.

10. Global Construction Survey 2016 by KPMG

The first half of the presentation has a strong storytelling quality bolstered by great illustrations to help set up the second half – where the important data is presented. Our brains process images faster than words, so this is a good hack to getting messages across more effectively.

Stay Organized

11. trends in people analytics by pwc.

Having a table of contents to display on the side of the slide helps prevent audience fatigue – often when a presentation is too long, the audience’s retention rate starts to slip. A “tracking” tool like this can serve as a visual cue so that your audience knows where they are, and what they can expect next.

12. The CMO Blueprint for Account-Based Marketing by Sangram Vajre

There is a clear flow to this presentation – it starts with introducing some key statistics, which eventually leads up to why these statistics matter, and ends with what the proposed solution is. It’s all very organized. Another great thing about this presentation is that it uses graphics to reinforce, not distract from, its key points (slides 22–29).

Speak to Your Audience, Not at Them

13. moving digital transformation forward: findings from the 2016 digital business global executive study and research report by mitsloan + deloitte digital.

This is an all-around stellar presentation, which makes use of an active voice (“we did this…”, “we found this…”, “my digital strategy is…”) to better connect with the audience. The use of conversational copy, straightforward messages, and a consistent aesthetic theme make this one of our favorite report presentations to share with our users.

14. TMT Outlook 2017: A new wave of advances offer opportunities and challenges by Deloitte

At strategic points in this long presentation, polls are taken to keep the audience engaged and give them a break from information overload. By asking them to reflect on their current status and thoughts, they are “primed” into receiving what the presenter next has to say.

15. Business Pulse – Dual perspectives on the top 10 risks and opportunities 2013 and beyond by Ernst & Young

This is another example of keeping your audience engaged through the use of questions (slides 2, 3 & 7). The questions’ tone and voice were also creatively and intelligently crafted because it uses FOMO (fear of missing out) to ensure customers want to listen.

Break Your Report Presentation Down

16. a step-by-step overview of a typical cybersecurity attack—and how companies can protect themselves by mckinsey.

The title speaks for itself – breaking down your solution step-by-step is one of the best ways to create an effective presentation . The smart use of “hit or myth?” in each of its slides also gets the audience to reflect on their own experiences and (potentially false) impressions of the industry.

17. 5 questions about the IoT (Internet of Things) by Deloitte

There is a lot to say in this presentation about the findings and impact of IoT on various industries, but Deloitte presents it in a way that keeps it relevant – by using a question-and-answer format that works to connect rather than alienate the audience.

18. How to be Sustainable by The Boston Consulting Group

This is a prime example of how you can capitalize on the “listicle” style of writing to present your main points with supreme clarity and persuasiveness. Notice that each of the 10 steps is supplemented by key statistics? That’s how you can add weight to what you’re saying without overloading the audience with too many graphs and data charts.

Give Actionable Insight in Your Report Presentation

19. putting digital technology and data to work for tech cmos by pwc.

What makes a great consultant is his or her ability to go beyond surface data to give customers real, actionable insight. Not only does this presentation by PwC provide step-by-step recommendations (slides 15–18), but it uses real case studies and testimonials to boost credibility and illustrate value.  

20. Shutting down fraud, waste, and abuse: Moving from rhetoric to real solutions in government benefit programs by Deloitte

Identified an issue? Great. Worked out a solution? Even better. This presentation breaks down its proposed solution through one message per slide, punctuated by a relevant graphic that reinforces its key point. It’s clean, clear, and effective.

21. A labor market that works: Connecting talent and opportunity in the digital age by McKinsey

Personalization works in every industry. The next time you prepare a presentation , think about how you can give tailored advice to the unique stakeholders involved (slides 30–33). 

Keep Your Report Presentation Short and Sweet

22. six behavioral economics lessons for the workplace by deloitte.

There’s a reason why TED talks are only 18 minutes or less – any longer and the speaker will lose the audience’s attention. Taking this advice, keep your report presentations short whenever possible. This example by Deloitte depicts a smart way to keep things bite-sized yet meaty, and also publicizes all your white papers and articles in one place.

23. Private Sector Opportunity to Improve Well-Being by The Boston Consulting Group

This compact presentation is a great example of how to summarize all your key findings in less than 10 slides. When you force yourself to reduce clutter, you start being more discerning about what you include. Remember, what you find interesting may not be the same as what the audience finds relevant. Don’t get too attached, and be prepared to edit down.  

24. Four approaches to automate work using cognitive technologies by Deloitte

Try using a report presentation as a “preview” for your full suite of business services. This way, you summarize your best points to potential clients, and if what you’ve said interests them enough, they will be more invested in a follow-up meeting.

The key to doing this successfully, however, is that whatever few points you choose to present need to be accompanied by some form of tailored business solution or insight into their specific needs. 

Don’t Forget to Take Credit

25. european family business trends: modern times by kpmg.

It seems obvious, but you would be surprised how many times consultants neglect to put their profile image and professional business contact information at the end of each report.

There are many reasons to do so, but most importantly, it helps your potential business client remember you better. The truth is, we remember faces better than names, and adding this information allows them to reach out if they’re interested in a follow-up oppurtunity.

“Simplified and impressive reporting in one landscape. Quick templates are present for impressive graphical visualizations! Ease of use, upload and export options.” – Derrick Keith, Associate Consultant at KPMG Easily create reports , infographics , posters , brochures , and more with Piktochart. Sign up for free .

Audience First

Clarity of thought translates directly into how succinct your presentation comes off. A key presentation design tip is that your slide deck should always be the last thing you tackle – structure and story come first. It may not be that surprising of a reveal if we were to tell you: The elements that make a business consultant’s report presentation great are almost the same that make any presentation great.

At the end of the day, keep your audience at the center, be creative and thoughtful of their needs; use design and visuals to your advantage and integrate them early on, not as an afterthought. And remember: Even with more options, sometimes, less is more.

Time to Make Your Own 

Now that you’re thoroughly inspired and well-versed in report presentation creation, it’s time to make your own using the tips from this article. At Piktochart, we have a handful of slick and highly customizable templates to help you create impactful report presentations. Just search in our reports and presentation templates database and take a look at a few examples below.

1. Monthly Marketing Report Template

2. Social Media Report Template

3. monthly progress report template, 4. client research report template.

5. Monthly Sales Report Template

6. Social Media Audience Report Template

7. email campaign report template.

Create a professional visual without graphic design experience.

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Free Sales Report Presentation Templates

Turn bland sales reports into captivating presentations with free sales report powerpoint templates and google slides themes. impress bosses, wow clients, and motivate your team with creative visuals, editable charts, and easy-to-understand layouts. grab attention, secure funding, and crush goals - all without design headaches. get started for free.

• Simple Sales Report: Perfect for a quick overview, these sales data presentation templates get straight to the point with clear visuals and concise data summaries.
• Sales Performance Dashboard : Track your progress with interactive charts and graphs that showcase your team's wins and areas for improvement.
• Sales Portfolio : Highlight your most successful projects and showcase the value you bring to your clients.
• Finance: Present your revenue, budgets, and ROI clearly and effectively.
• Sales managers: Impress your boss and secure that promotion with a data-driven report that showcases your team's brilliance.
• Marketing teams: Align your sales efforts with your marketing strategy using templates that tell the story of your customer journey.
• Business owners: Secure funding, attract new investors, and make informed decisions with presentations that leave a lasting impression.
• Team meetings: Keep your team informed and motivated with clear, concise presentations.
• Client meetings: Impress potential clients and secure new deals with professional, data-driven presentations.
• Industry events: Share your insights and expertise with a wider audience using engaging and informative slides.

We're here to help you!

Where can i find free sales report templates.

Slide Egg offers a huge library of free sales report PowerPoint and Google Slides themes. Simply browse the category and download your favorites!

Do I need any special design skills to use these templates?

Absolutely not! Our templates are designed for everyone, regardless of design experience. Simply edit the text, charts, and colors to match your data and brand.

What types of sales reports can I create with these templates?

Our selection covers a wide range, from simple summaries to detailed forecasts, portfolio showcases, and performance dashboards. Find the perfect template to match your specific needs.

Can I customize the templates?

Yes, you can! All elements are fully editable, including text, charts, graphics, and colors. Make the templates your own and tell your unique story.

Are these templates compatible with PowerPoint and Google Slides?

Yes! Our templates are available in both PowerPoint and Google Slides formats, so you can choose your preferred platform.

Can I add my company logo and branding to the templates?

Of course! Add your logo, colors, and fonts to personalize the templates and match your brand identity.

How can I make my sales report presentation stand out?

Using high-quality visuals, clear storytelling, and concise data presentation is key. Explore our creative slide layouts, editable charts, and infographic elements to add visual interest.

Can I share my presentation with others?

Yes, you can share your finished presentation with others, either offline or online, depending on your chosen platform.

• New lesson plans
• Build curriculum together
• Present school data
• Help students
• Lead a class remotely
• Balance classroom time
• Find expertise
• Meet compliance standards
• Personalize instruction
• Predict student success
• Connect to the classroom
• Accelerate ROI
• Collective intelligence
• Merger communications
• Stakeholder meetings
• Protect privacy
• Create proposals together
• Improve efficiency
• Engage in-house experts
• Streamline processes
• Patient care plans
• Informed second opinions
• Medical outbreak alerts
• Keep up with care
• Resolve patient queries
• Hospital shifts
• Protect patient data
• Streamline lab operations
• Unite healthcare employees
• Secure patient data
• Manufacturing requirements
• Bring products to market
• Operational improvements
• Design decisions
• Protect data
• Protect contracts
• In-house product documents
• Connect factory teams
• Products to market faster
• Connect the boardroom
• New product ideas
• Answer legal questions
• Coauthor case studies
• Access sales data
• Improve service offerings
• Interactive reports
• Scheduling made easy
• Analyze sales performance
• Collaborate with suppliers
• Sales training anywhere
• Sales data insights
• Collective knowledge
• Improve services
• Sales team productivity
• Prompt customer service
• Serve customers quickly
• Share best practices
• Triage your inbox
• Promo events as team
• Analyze social media data
• Resolve inquires fast
• Find what you need fast
• Stay organized
• Create press kits
• Protect campaign analytics
• Predict customer requests
• Work together, anywhere
• Access data on all devices
• Plan sales events
• Crisis communications
• Foster conversations
• Manage your day
• Share files and photos
• Financial presentations
• Accurate analysis
• Closing processes
• Corporate earnings release
• Maximize opportunities
• Financial analysis consensus
• Impactful data
• Manage budgets
• Less time gathering data
• Resolve customer issues
• Employ best practices
• Safety responses
• Manage case work
• Manage your team scrum
• Create winning RFPs
• Project teams
• Manage internal events
• Manage pop-up stores
• Confident purchase decisions
• Reduce production downtime
• Resolve supply issues
• Safeguard data and systems
• Onboard new employees
• Integrate new hires
• Work remotely
• New employees
• Find candidates for roles
• Firstline Worker engagement
• Discover and share information
• Connect employees
• Visualize HR data
• Coauthor employee handbooks
• Write better job listings
• Communicate company news
• Connect your organization
• Visualize diversity data
• New HR policy
• Confidential HR data
• Streamline HR processes
• Keep Firstline Workers up to date
• Internal campaigns
• Winning marketing strategies
• Social networks for marketing
• Manage event teams
• Public relations activities
• Plan summit
• Successful campaigns
• Make your work shine
• External marketing campaigns
• Launch campaigns
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• Product launches
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• Be productive on the road
• Cohesive sales teams
• Create sales reports
• Custom sales presentations
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• Simplify tasks
• Close deals faster
• Prepare RFPs
• Sales planning
• Data-driven recommendations
• Access company knowledge
• Beat sales forecasts
• Visualize trends
• Secure information

Create high-quality sales reports

Developing professional sales reports can be time consuming and costly. You need an easy way to display your data with compelling graphics that accurately represent the data.

Decide the best way to display your data by refining and sorting it in Excel. The Recommended Charts command will instantly show you which charts will best represent your data.

Get more specific with Maps in Power View in Excel to display your territory sales data according to region. When you add locations, Maps places dots on a visual map to easily show the bigger picture.

Once you’ve made the charts and graphics, bring your work into PowerPoint to share it with the team and stakeholders. PowerPoint QuickStarter gives you suggestions to easily design a professional presentation. Use Morph to add in cinematic motion to create smooth transitions from one slide to the next.

Get recommendations on the best way to present sales data.

Create a visual map with your geographical data.

Use cinematic motion between slides to add polish to your presentation.

Maps in Power View

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How to Create an Outstanding Report Presentation!

A report presentation is a daily necessity for most companies. Employees are constantly working on compiling data and facts about their company and department and presenting them in PowerPoint presentations. But often, the presentation design fails to impress.

In this article, you’ll learn how to visualize hard data into an appealing and engaging report presentation for your audience.

What exactly is a report?

A business report is a formal document that communicates corporate information clearly and concisely .

In a report presentation, a company presents data, facts and information, quarterly balance sheets, turnover, HR developments , and so on.

Why report presentations are so important

Report presentations are essential to the success of your business . Why? It’s simple.

Report presentations provide a coherent overview of your company’s performance : What is the current status quo? Which strategic decisions need to be made in the future? How are resources being allocated?

This clear presentation forms the basis for future fact-based decisions . This means it must present facts transparently and answer any business-related questions .

What does a good report presentation look like?

A report presentation has to be clear and concise – after all, you want your audience to understand what you’re saying.

Reporting on data is often very dry. You need to present it in the most visually interesting way possible . An attractive report design will help your audience understand your key messages immediately, without having to delve into specific corporate figures . Keep reading for tips on how to do this.

How to create an engaging report presentation: 5 tips

Report presentations are usually time-limited, so focus on the essential information . The key is to communicate facts clearly and concisely .

Give your information visual interest. Microsoft PowerPoint offers numerous possibilities for enhancing the look of your presentation. Below we have compiled 5 tips for you on how to create an appealing report.

Tip 1: Prepare properly

Preparation lays the foundation for a successful report presentation. Think carefully about how you want to present specific facts and data. Know what you want to say and what your goals are – that’s key for a great report presentation layout. Each slide must have a specific purpose . Only include data that is essential to convey your message .

Give your slides variety but don’t overload them with information or graphics. Less is often more. Try out the unique features of PowerPoint and see which option best suits your presentation.

Focus on the most important key figures and avoid unnecessary details . A good report presentation should make your key statements understandable without your audience having to delve deeper into the company’s key figures.

For 11 helpful tips on preparing your presentations, check out our post, Preparing a PowerPoint Presentation .

Tip 2: Chose the right charts and diagrams

Charts and diagrams are the best way to visualize figures and data. Not only are they visually appealing, but they also summarize your statements in a way that is easy to understand .

PowerPoint offers a wide range of charts and diagrams . You can choose from pie charts, bar charts and area charts, as well as other customizable diagram options. We’ve summarized an overview of the best diagram styles and when to use them in our article, 10 Chart Types: Which One Is Right for My Data?

Some chart types are more suited to specific data . For example, a pie chart is a terrific way to show gender distribution in your company. Bar or column charts can be used to visualize sales, balance sheets and profits.

If you want to illustrate aspects that have happened over a longer period of time, area charts, line charts and of course timelines are ideal.

Feel free to combine several chart types . Let your creativity run free. You can also add icons to your diagrams. The possibilities are endless! Just keep it simple and don’t overload your slides. You can find professionally designed icons in our shop . Take a look at these:

Once you’ve found the right type of chart or diagram, it’s time to highlight the most vital information in it . This helps your audience understand your key messages and quickly identify the most important aspects of your report presentation. If you need to, you can further explain these aspects as you go along.

You’ll find professionally designed slide templates for various charts in our shop . For example, this template:

Tip 3: Reuse layouts

Certain topics often reappear in report presentations. A good example of this is quarterly figures or annual financial statements. With these kinds of topics, it makes sense to the invest time in creating an optimal layout that you can reuse .

If you want to compare quarterly figures or annual financial statements, using the same layout makes any differences clear and obvious to your audience.

You can find out how to create your own layouts and other tips & tricks here .

Tip 4: Other design elements

You can also use additional design elements to enhance your report presentation . There are unlimited, creative options to choose from. Think carefully about which elements will visually support your statements.

Try to include transparent images . These are more attractive than normal images and set visual accents when combined with text or graphics. Transparent images are also effective as customized backgrounds, like on title slides. We’ve put together more information on transparent images for you here .

Another design idea is icons . These small images help to break up blocks of text and reduce presentation content to a bare minimum. The simple messages behind icons are universally understood and save space on slides. More information can be found here .

Tip 5: Practice, practice, practice

Ideally, a report presentation should need little accompanying information – your slides should speak for themselves . But that doesn’t mean you don’t need to practice. Especially with diagrams, extra information can further support the infographics. Put particular focus on getting your key messages across.

Think about any questions that your audience may have. Even when your report presentation covers only key content, it’s still important to know and convey more in-depth background information on data, facts and figures in case of follow-up questions .

Of course, there’s so much more that goes into a convincing presentation. Here are some articles with helpful tips:

• 16 Ways to Kick-Start Your Presentation
• Body Language in PPT Presentations: 8 Tips & Tricks
• Rhetoric Skills: How to Speak and Present Effectively
• Presentation Hack: Always Focus on Your Audience’s Needs
• Because First Impressions Aren’t Everything: 20 Tips and Ideas to End Your Presentation in Style

You can find more helpful articles in our blog. ► To the blog

Create expert report presentations

Report presentations are a common part of day-to-day business. With their clear graphic elements, reports communicate unambiguous information that is essential for a company’s success.

No doubt your next report presentation is already in your business calendar. Take our tips to heart and try them in your next report.

Do you have questions about report presentations or general questions about PowerPoint? Feel free to contact us at [email protected] . We’re here to help!

Are you looking for professionally designed slide templates for your report presentation? Take a look around our shop. We have a wide variety of slide templates on numerous (business) topics. You’re sure to find the right slide set for your needs. For example, here’s one for your financial report:

You can find more templates here ► To the shop

These articles might also interest you:

• The Right Way to Use Pie Charts in PowerPoint
• PowerPoint Layout: Tips & Tricks Plus 6 Modern Ideas for Your Slide Layout!
• Make a PowerPoint Image Transparent: The Pro Guide
• Icons: An Amazing Way to Improve Your Content
• Preparing a PowerPoint Presentation: 11 Tips for Guaranteed Success!
• 10 Chart Types: Which One Is Right for My Data?

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Why Corporate Mission Statements Are So Important

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• EXPLORE Random Article

How to Make a Sales Presentation

Last Updated: May 10, 2022 References

This article was co-authored by Michael R. Lewis . Michael R. Lewis is a retired corporate executive, entrepreneur, and investment advisor in Texas. He has over 40 years of experience in business and finance, including as a Vice President for Blue Cross Blue Shield of Texas. He has a BBA in Industrial Management from the University of Texas at Austin. There are 12 references cited in this article, which can be found at the bottom of the page. This article has been viewed 225,585 times.

An effective sales presentation not only educates prospective customers about your product or service, but it also explains how you can meet a customer's specific needs and help them achieve their goals. Creating a successful sales presentation requires thorough research and careful preparation. Time invested in doing your homework will lead to a higher percentage of closed sales.

Doing Research

• Keep separate files for product information, company information and details about your prospective customers.
• Include lists of sources for all of your data so can refer back to them as needed.
• Create an organized filing system and naming conventions for your files so you can access them as needed.

• Take care to distinguish between features and benefits. A product or service can have many features, many of which are not important to a prospective customer. The salesman's task to show how a specific feature will have a meaningful benefit to the prospect.
• For example, features may include cost, size, usability, lack of maintenance, easy repair, or warranty, among others.
• Have an exhaustive understanding about how the product is manufactured and packaged.
• Know the history of your product and learn about any advances in product development.
• Familiarize yourself with shipping procedures and policies.
• Study the history of your company and how it has grown, and be prepared to discuss your company's values.
• For services, identify important features and benefits like peace of mind, security, cost, ease of use, etc.

• To beat a competitor, first try to determine their competitive advantage. That is, why customers buy their products rather than yours. Again, it is not the features that count but the perceived benefit that the customer expects to receive from the purchase.
• Scrutinize the details of their product or service and how yours compares. If you are a caterer, for example, determine if you use fresher food or better ingredients, or if you prepare food in a unique way.
• Learn their marketing and communication strategies and how they differ from yours. Perhaps you offer special discounts that they do not, or your printed materials are in full color and are printed on higher quality paper.

• Learn your potential customer's needs. If you can, talk to them before you pitch (by phone or in person) and learn as much as you can about what will really make them interested in buying. Do they need a lower price, better reliability, finance terms, faster delivery? Try to figure out their "trigger."
• Consult the company's annual report, trade publications, website and the local chamber of commerce to learn this information. [5] X Research source

• Analyze their business and current economic indicators to determine if their product and services are in demand. A food services distributor, for example, could help a coffee shop improve their menu with new equipment or better ingredients.
• Determine their biggest competitors and the benefits the competitor provides to the customer. [6] X Research source To get a sale, you will need to offer a better benefit than what they might be receiving.
• Consult trade groups, business magazines and academic institutions to learn about business trends and how your prospect could use your services to be more competitive. [7] X Trustworthy Source U.S. Small Business Administration U.S. government agency focused on supporting small businesses Go to source

Writing Content

• Shape your presentation to the power-level of attendees in the meeting. Are they decision-makers, influencers, or gate-keepers? Understand (ask if you don't know) the process for making a purchase decision and who will be making it.
• If the audience will be small, deliver a short, interactive presentation and then lead a discussion. Ditch the Powerpoint and instead try printing out a few detailed slides to pass out to the small group. [9] X Research source Keep in mind the importance of body language and eye contact with your audience.
• For a large audience, prepare a staged, formal presentation with polished visuals. Avoid distracting colored text or ClipArt. Use clear language, show enthusiasm for your product, and keep things moving at a lively pace. [10] X Research source

• Use simple, short terms for more punch. Try using action verbs when possible.
• A caterer pitching to a wedding planner, for example, would discuss their proven history of providing high quality food at a reasonable price.
• A cleaning service presenting to an office manager would state that they can enhance employee productivity by keeping the office clean and organized.

• Your opening should include a restatement of their objectives and the assurance that you will meet those objectives during the presentation.
• A caterer's objectives, for example, would include planning a menu, ordering food, preparing food and arranging for delivery within a given time-frame.
• A cleaning service would list daily tasks, such as cleaning the floor, sanitizing bathrooms and removing the trash. Less regular tasks, such as cleaning the windows or equipment dusting, would also be listed with the expected frequency.

• The steps for planning a menu, for example, might include meeting with clients and setting up taste tests. The deliverable would be a written copy of the menu.
• The details a cleaning service would specify include how long it takes to complete tasks, the materials and number of personnel used and whether or not they bring their own equipment.

• A caterer would use this opportunity to emphasize their skill at timing food preparations so everything is perfectly cooked and doesn't get cold before it is eaten.
• A cleaning service would highlight the positive impression that a clean, organized space makes on clients and how this also maintains property values.

Creating Graphics and Visuals

• Find fresh graphics instead of using stock ClipArt or templates. If the budget permits, enlist the help of a graphic artist.

• Make sure you check the visual aids and sound equipment that might be available in the venue, and find out the requirements for use.

• If a smart board is available, use it to annotate graphics with your customer's feedback. Save your annotations at the end of your presentation so you can review them later.
• Bring a flip chart or whiteboard and an easel for taking notes and recording comments if an interactive smart board is not available. Test your markers ahead of time and only bring those that work. If your paper is unlined, draw lines with a pencil to keep your handwriting horizontally aligned.

• You would only distribute them if you are not talking to a decision maker who is not ready to make decision.
• Be aware that anything left with the client may wind up in the hands of a competitor.

Delivering a Successful Presentation

• Avoid slang and jargon and never, ever curse.

• If you are giving a presentation to a very large audience, don't just stand on the stage as people file in. Mill about, introducing yourself and greeting people you know.

Closing the Sale

Expert Q&A

• Build genuine rapport by discussing sports, asking about family, or mentioning common acquaintances or colleagues. People like to do business with other people they like and trust. [31] X Research source Thanks Helpful 1 Not Helpful 0
• Don't put your customer in a superior position by saying, "I won't take up too much of your time," or "I really appreciate you making room in your busy schedule to see me." These statements sound like you think they are doing you a favor, when you should communicate with your demeanor and confidence that you are there as an asset to them. [32] X Research source Thanks Helpful 1 Not Helpful 0
• Understand your audience and follow their lead. Executives may be under time crunches and dislike small talk or extended presentations. Be prepared to shorten your presentation upon request. Thanks Helpful 0 Not Helpful 1
• Be aggressive but honest about what you can offer to a prospective customer. Remember that it's better to under-promise and over-deliver. Thanks Helpful 1 Not Helpful 0

You Might Also Like

• ↑ http://edwardlowe.org/digital-library/how-to-create-and-give-a-sales-presentation/
• ↑ http://www.entrepreneur.com/article/225778
• ↑ https://www.sba.gov/content/do-your-market-research
• ↑ http://www.duarte.com/best-practices-for-sales-presentations/
• ↑ http://changethis.com/manifesto/50.06.PresentingSmall/pdf/50.06.PresentingSmall.pdf
• ↑ http://www2.le.ac.uk/offices/ld/resources/presentations/large-groups
• ↑ http://www.proedgeskills.com/Presentation_Skills_Articles/visual_aids_undermine.htm
• ↑ http://www.presentationmagazine.com/presentation-skills-1-use-visual-aids-7320.htm
• ↑ http://www.skillsyouneed.com/present/visual-aids.html
• ↑ http://www.businessknowhow.com/marketing/sales-presentation.htm
• ↑ http://www.entrepreneur.com/article/222405
• ↑ https://www.salesgravy.com/sales-articles/closing-techniques/5-closing-questions-you-must-be-asking.html

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Home Blog Business How to Create a Winning Sales Plan Presentation

How to Create a Winning Sales Plan Presentation

As sales professionals, you are used to writing sales plans, but presenting them to stakeholders is a different story. People in your organization, including executives and decision-makers, often possess high-level industry knowledge and business acumen. They are also incredibly impatient and don’t have time to sit for long presentations. Therefore, your sales plan presentation should go beyond mere information-sharing; it should be about aligning your sales plan with their existing understanding concisely and time-efficiently.

In this article, we will guide you through the process of creating a presentation material based on your sales plan. Expect useful presentation templates along the way!

Table of Contents

Key Elements of an Effective Sales Plan Presentation

Executive summary, goals and objectives, market analysis, sales strategies and tactics, financial projections, contingency plan and risk management.

• Tips for Sales Presentations

Preparing your sales plan presentation parallels your steps when writing the document. After all, your goal didn’t change; that is, to spell out the objectives, strategies, and implementation measures guiding your sales efforts.

Your sales plan presentation should cover the following elements.

Let’s discuss each component in detail.

An executive summary is the preface to your larger sales plan document, so it should also precede the body of your sales plan presentation. This slide provides a concise overview of the entire sales plan, including your objectives and strategies, setting the stage for what’s to come.

Normally, executive summaries are written in paragraph form proportionate to the report’s length. But it is different when it comes to PowerPoint presentations. Executive summary slides should be visually dynamic to draw the audience’s attention to the most critical information of the report. 

Here’s an example of a sales plan presentation’s executive summary slide . Note that the following slides outline a hypothetical sales plan for FreshBite Delivery, a fictitious company. The data and market trends presented in this example are for illustrative purposes only and do not reflect actual market conditions.

Following the executive summary is a slide/s that outlines the goals and objectives you want to achieve with your sales efforts. Depending on the size of your organization, this part might cover the specific goals of each department involved in the sale. Imagine being in a larger company; different groups might work parts of the sales process. So, you’d discuss the goals for each of those groups. 

You may talk about when you expect certain things to happen as well. Like, when do you plan to reach certain milestones? For the employees, this helps create a clear line of sight between the goals and their day-to-day work. For decision-makers, this shows where the sales plan is taking the company.

Let’s continue our FreshBite Delivery sales plan and see what a Goals and Objectives slide may look like.

Presenting the findings of your market analysis activity holds significant importance in proving the validity of your chosen sales goals and strategies. Your market analysis presentation builds confidence among decision-makers that your approach is grounded in a solid understanding of the market’s realities. Through this section, you can also address a crucial concern they often have: whether there’s a genuine demand or space for your products or services.

There are several market analysis templates you can use, but the best ones should allow you to do the following:

• Assess available market factors (e.g., volume and value)
• Identify and quantify target customer
• Identify competitors

For example, FreshBite Delivery’s market analysis presentation could include a slide dissecting the market segments they can turn into customers.

Another option presenters can consider is using a Perceptual Map to present the company’s position against competitors in the same market.

Now, it’s time to get into the nitty-gritty of your presentation by talking about your sales strategies and tactics. This part is the heart of your presentation, where you’ll outline the key activities you intend to implement to achieve your sales goals.

So, what should a sales strategy slide include? It should typically answer the following questions:

• How will we reach our target customers?
• Who is responsible for what?
• What’s the timeline for implementation?

Reaching Target Customers

This section zooms in on the methods and channels you’ll use to connect with your intended audience. Can you leverage social media, email campaigns, direct sales calls, or a mix of these approaches?

For example, the sales and marketing team of FreshBite Delivery may launch targeted advertising and search engine marketing campaigns to reach potential customers. They may also offer subscription discounts for long-term commitments to encourage repeat orders. All of these strategies are in line with their sales goal of increasing their monthly revenue.

Presenting the Team

In your presentation, it’s also important to identify the individuals or teams who will be accountable for different aspects and execution of your sales plan. You’ll want to showcase the connections between individuals and their driving strategies. This demonstrates the coordinated effort that’s underway. Whether it’s the marketing team spearheading digital advertising or the customer support team nurturing customer relationships, this alignment of roles is the backbone of your sales success.

Setting Timelines

In this timeline slide , you will outline the actionable tasks contributing to achieving your sales goal with a clear completion timeline. Each task would be accompanied by its responsible party, a brief description, and a specific completion deadline. You may also list the activities in a way that assumes logical dependencies between tasks. 

When presenting your sales plan to stakeholders, you outline your company’s growth roadmap. However, numbers speak louder than words, and a well-crafted financial projection serves as a quantitative validation of the strategic path you are advocating. This projection offers a calculated glimpse into the financial outcomes your sales initiatives are poised to generate.

In this section of your presentation, you may include the following:

• Sales Revenue Projection – an estimate of your expected sales revenue based on your sales strategies, market demand, and historical data.
• Sales Growth and Market Trends –  anticipated market growth rates and trends that could impact your sales.
• Cash Flow Projection – a breakdown of the inflow and outflow of cash over a specific period.
• Break-Even Analysis – the point at which your total revenue equals your total expenses.
• Churn Rate – the proportion of customers who are leaving.

A sales plan aims to provide your organization with a systematic approach to achieving your revenue goals successfully. However, unforeseen incidents may catch you off guard and disrupt your plan’s progress. It’s paramount to let the stakeholders know that you have a “Plan B.”

According to Forbes Advisor , a contingency plan is a plan that will guide how your team should react to factors that interrupt the normal course of business. On the other hand, risk management is a broader approach focused on identifying and mitigating potential risks before they materialize into disruptions. Both concepts are crucial components of a sales plan.

Here’s a sample presentation of a contingency plan and risk management strategy for our made-up organization, FreshBite Delivery.

Tips for Sales Plan Presentations

1. keep your presentation concise.

When you present a wordy slide during a sales plan presentation with the stakeholders, a lot can go wrong. They may inadvertently read ahead or, worse, lose interest in the presentation altogether. Hence, you need to make a conscious effort to prioritize brevity and clarity in your slides.

One technique that can help you in this regard is the 1-6-6 rule, which suggests that there should only be one main idea for each slide, a maximum of six bullet points, and six words per bullet point.

Guy Kawasaki, on the other hand, suggests that an engaging presentation consists of no more than 10 slides, lasts no longer than 20 minutes, and is no lower than 30 points in size. This is known as the 10/20/30 rule of presentation .

2. Use Graphs, Charts, and Infographics

Sales plan presentations often include data-heavy information that visuals can convey more effectively than words alone.

For example, you can use a bar chart to compare revenue growth over quarters or a pie chart to showcase the percentage distribution of customer segments. You may also utilize a sales funnel to visualize the customer journey and the strategies you must implement for each stage.

Visual representations can simplify complex data, enhance comprehension, and make the information more engaging for your audience.

3. Create Narratives to Connect with the Audience

Stories are one of the most engaging ways to grab an audience and gain support for your strategies in the context of a sales plan presentation. A well-crafted story can illustrate the rationale behind your proposed plan and emotionally connect stakeholders to your vision.

Instead of directly stating your resource requirements, for example, you can weave a story highlighting employees’ challenges in completing a transaction. This demonstrates how these challenges affect revenue and explains why you need more resources to do better.

4. Anticipate Objections

Facing objections during a sales plan presentation can be nerve-wracking, but you can also use them to strengthen your case and increase stakeholder buy-in.

When faced with customer objections , what you need to do is to respond to the real issue. Shift the conversation towards potential solutions and showcase how your strategies address the concerns. Support your response with concrete evidence to add credibility to your arguments.

So, if a stakeholder objects to the potential risks of entering a competitive landscape, highlight your risk mitigation plan and cite market trends to prove that your strategies are grounded on tangible data.

5. Send Follow-Up Info

The next crucial step is to maintain momentum and solidify the impact of your presentation, which you can do by sending follow-up information.

You can start your follow-up email by thanking your audience and concisely summarizing the main points discussed in your presentation. You may also further address objections and reiterate how your strategies solve those concerns.

Don’t forget to attach the complete sales plan document to your email so your audience can revisit and study the content.

Crafting an effective sales plan presentation is paramount for achieving support and buy-in from your organization’s decision-makers. By meticulously analyzing market trends, setting clear goals, and transforming them into insightful presentation materials, your presentation becomes a potent tool for engaging stakeholders and realizing organizational objectives. Our presentation templates can help you level up the clarity of your proposals necessary to secure the backing you need for successful implementation.

1. Simple Executive Summary Slide Template for PowerPoint

You don’t have to go overboard to express the Executive Summary in a Sales Plan Presentation. Work with this visual one-pager slide with three colorful sections to showcase the main business objectives. Clipart icons help to add value to your presentation as visual cues of what the objective is oriented.

Use This Template

2. Executive Summary PowerPoint Template

The Executive Summary slide used in the case study of this guide can be part of your upcoming sales plan presentation. This highly visual template is intended for QBR presentations, as it summarizes the business plan’s milestones, a market analysis, and strategies, and you can even include the company’s vision and operational processes.

Work with the included icons, and resize or reorganize the elements listed in this 100% editable executive summary slide deck.

3. Perceptual Map PowerPoint Template

A selection of 3 layouts to express a Perceptual Map in your sales plan presentations. Using this tool, you can instantly map companies in how they rank according to two key attributes – such as price and quality.

This perceptual map template helps companies understand where their product or service stands in the market compared to other industry actors. Edit the included icons in terms of size, color, and positioning in just seconds.

4. Brand Positioning Map PowerPoint Template

An alternative to express a brand’s stance in the market, use this Brand Positioning Map PowerPoint template to analyze and present your brand against competitors in the same niche according to two ranking metrics. This two-axis map is expressed through multiple formats, such as a simple map diagram, a 3×3 matrix, a multi-map layout, and more. You can edit all details in this template, such as shapes and colors used to represent brands and their overall position.-

5. Member Profile PowerPoint Template

Introduce your team in a detailed format by highlighting their core skills in relation to your company’s sales plan. Using our Member Profile PowerPoint template, we can ditch the dull org chart slides and get your team closer to stakeholders in a layout resembling a website or social media profile.

Try and edit these 3 creative meet-the-team slides, and tailor their color scheme to your branding requirements in just a couple of clicks.

6. Editable Gantt Chart for PowerPoint

Express deadlines, overlapping tasks, and dependencies by using an elegant and simple Gantt Chart Template for PowerPoint. This fully editable template shall help you represent your tasks by using three main properties: Start Date, End Date, and Task Curation Percentage.

This template allows full customization of color, shape sizes, task count, time period, etc., to help presenters narrow down the core areas of their projects in an efficient format. Using a two-tone bar, this Gantt Chart stands out as a sort of 3D graphic, making it an attractive visual asset for your presentation.

7. Financial Projections & Key Metrics Template for PowerPoint

Represent the numbers managed in your financial projections in a visual format. This Financial Projections & Key Metrics Template for PowerPoint uses a table format that is fully editable to cover as many years as required or even lists other metrics than Customer Number, Revenue, Expenses, and Cash Flow.

Easy to update, the pre-made slides cover 2-year, 3-year, 4-year, and 5-year plan projections.

8. Sales Action Plan PowerPoint Template

Use this Sales Action Plan PowerPoint template to turn your sales goals into an actionable plan. The template features two slides with 3 columns for different sales channels: In-Store, Online, and Wholesale. Each slide is a variation of the layout, either in vertical or horizontal format.

List down the core elements of your action plan according to your KPIs, and measurement parameters like projected sales, deadlines, distribution strategy, and more.

9. 30 60 90 Days Plan Timeline Template

Your sales plan presentation can feature a 30-60-90 days Plan Timeline Template to express short-term actions and when is the expected deadline for them. We list five different layouts for this purpose, so presenters can easily adapt these slides to their graphics style.

10. Creative TAM SAM SOM Slides Template

An alternative to this article’s TAM SAM SOM slide, this pyramid format presents the market size subsets in a funnel layout. The usage of this tool is relevant to any business size but particularly relevant to small business owners to initiate their operations with the right selling strategy.

Use this template today and smartly create lead-generation strategies with these insights.

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21 Ways To Improve Your Presentation Skills

Published: April 07, 2023

You know the feeling of sitting through a boring presentation. A text distracts you. A noise outside pulls your gaze. Your dog begs for attention. By the time the presentation ends, you question why you needed to sit and listen in the first place.

Effective presentation skills can stop you from boring an audience to oblivion. Delivering strong presentations can help you stand out as a leader, showcase your expertise, and build confidence.

Table of contents:

• Presentation skills definition
• Importance of presentation skills
• How to improve presentation skills
• Effective presentation skills
• Presentation skills for executives

Presentation Skills Definition

Presentation skills include anything you need to create and deliver clear, effective presentations to an audience. This includes creating a compelling set of slides , ensuring the information flows, and keeping your audience engaged.

Speakers with strong presentation skills can perform the following tasks:

• Bring together different sources of information to form a compelling narrative
• Hook audiences with a strong beginning and end
• Ensure audiences engage with their content through questions or surveys
• Understand what their audience wants and needs from their presentation

Importance of Presentation Skills

At some point in your career, you will present something. You might pitch a startup to a group of investors or show your research findings to your manager at work. Those in leading or executive roles often deliver presentations on a weekly or monthly basis.

Improving your presentation skills betters different aspects of your working life, including the following:

Communication: Improving your presentation skills can make you a better communicator with your co-workers and friends.

Confidence: 75% of people fear public speaking. By working on your presentation skills, you can gain confidence when speaking in front of a crowd.

Creativity: You learn to understand how to use imagery and examples to engage an audience.

Management: Presentations involve pulling together information to form a succinct summary, helping you build project and time management skills.

How To Improve Presentation Skills

1. create an outline.

Before designing slides and writing a script, outline your presentation. Start with your introduction, segue into key points you want to make, and finish with a conclusion.

2. Practice, Practice, Practice

Almost 8 in 10 professionals practice their presentations for at least an hour. So, practice your presentation in the mirror or to a close friend.

3. Start With a Hook

When presenting, grab your audience with a hook. Consider starting with a surprising statistic or a thoughtful question before diving into the core information.

4. Stay Focused on Your Topic

You might want to cover everything under the sun, but information overload can overwhelm your audience. Instead, stay focused on what you want to cover. Aim for key points and avoid including unnecessary details.

5. Remember To Introduce Yourself

At the beginning of the presentation, introduce yourself. Kill any tension in the room by mentioning your name, your role, and any other helpful details. You could even mention a fun fact about yourself, putting the audience at ease.

6. Work on Your Body Language

55% of people look to nonverbal communication when judging a presentation. Straighten your back, minimize unnecessary gestures, and keep your voice confident and calm. Remember to work on these aspects when practicing.

7. Memorize Structure, Not Words

You might feel better knowing exactly what you want to say. But skip the script and stick to memorizing the key points of your presentation. For example, consider picking three to four phrases or insights you want to mention for each part of your presentation rather than line-by-line memorization.

8. Learn Your Audience

Before crafting a killer outline and slide deck, research your audience. Find out what they likely already know, such as industry jargon, and where they might need additional information. Remember: You're presenting for them, not you.

9. Reframe Your Anxiety as Excitement

A study conducted by Harvard Business School demonstrates that reframing your anxiety as excitement can improve performance. For example, by saying simple phrases out loud, such as “I’m excited,” you then adopt an opportunity-oriented mentality.

10. Get Comfortable With the Setting

If you plan to present in person, explore the room. Find where you’re going to stand and deliver your presentation. Practice looking into the seats. By decreasing the number of unknowns, you can clear your head and focus on the job.

11. Get Familiar With Technology

Presenting online has unique challenges, such as microphone problems and background noise. Before a Zoom presentation, ensure your microphone works, clean up your background, test your slides, and consider any background noise.

12. Think Positively

Optimistic workers enjoy faster promotions and happier lives. By reminding yourself of the positives — for example, your manager found your last presentation impressive — you can shake off nerves and find joy in the process.

13. Tell a Story

To engage your audience, weave storytelling into your presentation — more than 5 in 10 people believe stories hold their focus during a presentation. Consider ways to connect different parts of your slides into a compelling narrative.

14. Prepare for Questions

At the end of your presentation, your audience will likely have questions. Brainstorm different questions and potential answers so you’re prepared.

15. Maintain Eye Contact

Eye contact signals honesty. When possible, maintain eye contact with your audience. For in-person presentations, pay attention to each audience member. For online ones, stare at your camera lens as you deliver.

16. Condense Your Presentation

After you finish the first draft of your outline, think about ways to condense it. Short and sweet often keeps people interested instead of checking their phones.

17. Use Videos

Keep your audience’s attention by incorporating video clips when relevant. For example, videos can help demonstrate examples or explain difficult concepts.

18. Engage With Your Audience

Almost 8 in 10 professionals view presentations as boring. Turn the tide by engaging with your audience. Encourage audience participation by asking questions or conducting a live survey.

19. Present Slowly and Pause Frequently

When you get nervous, you talk faster. To combat this, remember to slow yourself down when practicing. Place deep pauses throughout your presentation, especially when transitioning between slides, as it gives you time to breathe and your audience time to absorb.

20. Start and End With a Summary

A summary at the start of a presentation can pique your audience’s interest. One at the end brings everything together, highlighting key points your audience should take with them.

21. Ask for Feedback

You will never deliver the perfect presentation, so ask for feedback. Talk to your managers about where you could improve. Consider surveying your audience for an unbiased look into your presentation skills.

Effective Presentation Skills

Effective presentation skills include communicating clearly, presenting with structure, and engaging with the audience.

As an example, say a content manager is presenting a quarterly review to their team. They start off with a summary. Their introduction mentions an unprecedented 233% growth in organic traffic — numbers their team has not seen in years. Immediately, the presenter grabs their team’s attention. Now, everyone wants to know how they achieved that in one quarter.

Alternatively, think of an entrepreneur delivering their pitch to a group of investors. They start with a question: How many of you struggle to stay awake at work? They then segue into an exciting product designed to improve the sleep quality of working professionals. Their presentation includes videos demonstrating the science behind sleep and surprising statistics about the demand for their product.

Both examples demonstrate effective presentation skills. They incorporate strong attention grabbers, summaries, and attempts to engage the audience.

Think back to strong presentations you viewed as an audience member. Ask yourself: What made them so memorable, and how can I incorporate those elements into my presentations?

Presentation Skills for Executives

Presentations take up a significant portion of an executive’s workload. Executives regularly showcase key company initiatives, team changes, quarterly and annual reviews, and more. Improving your presentation skills as a leader can help with different parts of your job, such as:

Trust: Delivering great, effective presentations can build trust between you and your team.

Confidence: Most people dread presentations — so a strong presenter projects the confidence needed by a leader.

Emotional intelligence: A great presentation taps into the audience’s perspectives, helping executives improve their emotional intelligence .

Expertise: Presentations help executives display their subject-matter expertise, making employees safe in their hands.

Delegation: At times, executives might need to pull information from different sources for a presentation — improving their ability to delegate as managers.

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Sales reporting powerpoint presentation with slides

Showcasing sales report and impressing the top management of your company at the same time is near to impossible task. But this can be achieved if you use our 67 slides content- ready Sales Reporting PowerPoint Presentation With Slides. This PowerPoint sample show has all the right slides like compassion, financials, segmentation, new market location, timelines, action plan, case study, clients partners, problem challenges, solution to the problem, our product, key product service offerings, our advantages, us vs. the competition, our offerings vs. the competition, pricing package, product testimonials, product traction, project delivery timeline, service level agreement, and many more. This sales reporting PowerPoint sales sample file will assist you reach the target and get potential buyers. Impress your fellow workers and company heads with this professional and visual PPT deck presentation. This sale reports presentation slides also carries slides like agenda, key managers and contact, our mission, our team, about us, company overview, multilevel hierarchy, matrix chart, mind map chart, post in notes etc. Download our Sales Reporting PowerPoint Presentation With Slides today and capture the spectators attention. Presenting trade and target achievement reports is an unending process. However, don’t panic! Winning sales reporting with our pre made PowerPoint show is quick and easy. Within minutes of downloading our PowerPoint slide deck you are ready with your sales reporting PowerPoint presentation. To cast spotlight on each significant subject of a sales report we have included PPT slides like financials, targets with arrow, action plan, the problem challenges, our solutions for the problem and many more. Best part is that this PPT sample works well for business professionals of sales, sales planning, sales strategists and even for marketing executives.

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Presenting Sales Reporting PPT with a set of 63 slides to show your mastery of the subject. Use this ready-made PowerPoint presentation to present before your internal teams or the audience. All presentation designs in this deck have been crafted by our team of expert PowerPoint designers using the best of PPT templates, images, data-driven graphs and vector icons. The content has been well-researched by our team of business researchers. The biggest advantage of downloading this deck is that it is fully editable in PowerPoint. You can change the colors, font and text without any hassle to suit your business needs.

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Slide 1 : This slide introduces Sales Reporting. State Your Company Name and get started. Slide 2 : This is an Agenda slide. State your agendas here. Slide 3 : This is Our Mission slide. State company mission here. Slide 4 : This is Our Mission slide. State company mission here. Slide 5 : This is an Our team slide with name, designation and text boxes to state information. Slide 6 : This is an About Us slide. State company/team specifications here. Slide 7 : This is Company Overview slide to state company specifications on world map image. You may change the slide content as per need. Slide 8 : This is Company Overview slide to state company specifications with silhouettes imagery. Slide 9 : This is a Compare Infographic Butterfly Chart slide to show product/entity comparison. Slide 10 : This is a Financial score slide to present financial aspects etc. Slide 11 : This slide shows Target With Arrow image board. Showcase targets, goals etc. here. Slide 12 : This slide shows Segmentation. Showcase target market, segmentation factors etc. here. Slide 13 : This slide showcases New Market Location on a world map image. Slide 14 : This is a Timeline slide to show company growth, evolution, milestones etc. Slide 15 : This is an Action Plan slide with human and target imagery. Slide 16 : This is an Action Plan slide to state the course of planning, action tactics etc. Slide 17 : This is a Case Study slide showing client, the problem, solution and results. Slide 18 : This is a Case Study slide showing client background, the challenges, solution & benefits etc. Slide 19 : This is a Case Study slide showing Our Unique Approach etc. with imagery and text boxes to state information. Slide 20 : This slide presents Clients Partners to be dipslayed. Slide 21 : This is a Business Quotes slide to convey, express or state your beliefs, message etc. Slide 22 : This is the Pitch slide to state What, How and Why of the respective topic. Slide 23 : This is the Pitch slide to state How Do you solve this problem. Slide 24 : This slide showcases The Problem Challenges with icon imagery.  Slide 25 : This slide showcases The Problem Challenges faced. State the kind/number of problems, issues etc. here. Slide 26 : This slide showcases Our Solution To The Problem. Present your solutions here. Slide 27 : This slide showcases Our Solution To The Problem with a creative key imagery. Present your solutions here. Slide 28 : This slide presents The Value Proposition displaying- Cost, Risk, Efforts, Promise, Differentiation and Support. Slide 29 : This slide presents The Value Proposition displaying- Product: Company, Product: Ideal Customer, Experience, Benefits, Features. Slide 30 : This slide showcases Our Product. State product specifications etc. here. Slide 31 : This slide showcases Our Product. State product specifications etc. here. Slide 32 : This slide showcases Key Product Service Offerings. State product offerings, specifications etc. here. Slide 33 : This slide also showcases Key Product Service Offerings. State product offerings, specifications etc. here. Slide 34 : This slide showcases Our Advantages with icon imagery. State your plus points, pros or advantages here. Slide 35 : This slide also presents Our Advantages with icon imagery. State your plus points, pros or advantages here. Slide 36 : This is Us vs. the Competiton slide stating comparison in a quadrant form. Slide 37 : This is Our Offerings vs. the Competiton slide stating comparison in tabular form. Slide 38 : This slide showcases Pricing/ Package. You can show the range as Basic, Standard, Premium to Professional. Slide 39 : This is Product Testimonials slide with respective name, designation, images and text boxes. Slide 40 : This is a Product Traction slide. Monitor/Showcase the information and alter as per need. Slide 41 : This is Project Delivery Timeline slide to present important dates, milestones etc. Slide 42 : This slide presents Service Level Agreement which can be altered as per requirement. Slide 43 : This is Post It Notes slide. Post your notes, data, information here. Slide 44 : This is a Newspaper slide to add memorabilia or important pointers. Slide 45 : This slide showcases Business Plan Puzzle Pieces With Different Height with imagery to add information, specifications etc. Slide 46 : This is a Target Board With Arrow And Cycle Of Icons Flat slide. State your targets here. Slide 47 : This is a Circle Process image slide to add information, specifications etc. Slide 48 : This is a Wi-Fi Accessibility And Social Media Apps slide to present information, specifications etc. Slide 49 : This slide shows a Mind map for representing different entities. Slide 50 : This is a Matrix chart slide. Put relevant comparison data here. Slide 51 : This is a Lego Blocks Process slide with text boxes to show information, specifications etc. Slide 52 : This is a Silhouettes slide titled People On Machine Gear Wheel to show information, specifications etc. Slide 53 : This is a Multilevel Hierarchy For Business Organization chart slide. You can provide your chart and edit it accordingly. Slide 54 : This is a Gear With Idea bulb image slide to show information, innovative ideas etc. Slide 55 : This slide shows a Magnifying glass with Arrows slide to show scope, focus or targets. Slide 56 : This is an Our Services Bar chart title heading slide. Edit as per your requirement. Slide 57 : This is an Our Services funnel image slide. Edit as per your requirement. Slide 58 : This is a Locations slide to show global segragation, presence etc. on a world map and text boxes to make it explicit. Slide 59 : This is a Locations slide to show global segregation, presence etc. on a world map and text boxes to make it explicit. Slide 60 : This is a Contact Details slide. Slide 61 : This is Key Managers And Contact as our team slide. Mention name, designation etc. here. Slide 62 : This too is Key Managers And Contact as our team slide. Mention name, designation etc. here. Slide 63 : This is a Thank You slide for acknowledgement with image.

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A generative AI reset: Rewiring to turn potential into value in 2024

It’s time for a generative AI (gen AI) reset. The initial enthusiasm and flurry of activity in 2023 is giving way to second thoughts and recalibrations as companies realize that capturing gen AI’s enormous potential value is harder than expected .

With 2024 shaping up to be the year for gen AI to prove its value, companies should keep in mind the hard lessons learned with digital and AI transformations: competitive advantage comes from building organizational and technological capabilities to broadly innovate, deploy, and improve solutions at scale—in effect, rewiring the business  for distributed digital and AI innovation.

About QuantumBlack, AI by McKinsey

QuantumBlack, McKinsey’s AI arm, helps companies transform using the power of technology, technical expertise, and industry experts. With thousands of practitioners at QuantumBlack (data engineers, data scientists, product managers, designers, and software engineers) and McKinsey (industry and domain experts), we are working to solve the world’s most important AI challenges. QuantumBlack Labs is our center of technology development and client innovation, which has been driving cutting-edge advancements and developments in AI through locations across the globe.

Companies looking to score early wins with gen AI should move quickly. But those hoping that gen AI offers a shortcut past the tough—and necessary—organizational surgery are likely to meet with disappointing results. Launching pilots is (relatively) easy; getting pilots to scale and create meaningful value is hard because they require a broad set of changes to the way work actually gets done.

Let’s briefly look at what this has meant for one Pacific region telecommunications company. The company hired a chief data and AI officer with a mandate to “enable the organization to create value with data and AI.” The chief data and AI officer worked with the business to develop the strategic vision and implement the road map for the use cases. After a scan of domains (that is, customer journeys or functions) and use case opportunities across the enterprise, leadership prioritized the home-servicing/maintenance domain to pilot and then scale as part of a larger sequencing of initiatives. They targeted, in particular, the development of a gen AI tool to help dispatchers and service operators better predict the types of calls and parts needed when servicing homes.

Leadership put in place cross-functional product teams with shared objectives and incentives to build the gen AI tool. As part of an effort to upskill the entire enterprise to better work with data and gen AI tools, they also set up a data and AI academy, which the dispatchers and service operators enrolled in as part of their training. To provide the technology and data underpinnings for gen AI, the chief data and AI officer also selected a large language model (LLM) and cloud provider that could meet the needs of the domain as well as serve other parts of the enterprise. The chief data and AI officer also oversaw the implementation of a data architecture so that the clean and reliable data (including service histories and inventory databases) needed to build the gen AI tool could be delivered quickly and responsibly.

Our book Rewired: The McKinsey Guide to Outcompeting in the Age of Digital and AI (Wiley, June 2023) provides a detailed manual on the six capabilities needed to deliver the kind of broad change that harnesses digital and AI technology. In this article, we will explore how to extend each of those capabilities to implement a successful gen AI program at scale. While recognizing that these are still early days and that there is much more to learn, our experience has shown that breaking open the gen AI opportunity requires companies to rewire how they work in the following ways.

Figure out where gen AI copilots can give you a real competitive advantage

The broad excitement around gen AI and its relative ease of use has led to a burst of experimentation across organizations. Most of these initiatives, however, won’t generate a competitive advantage. One bank, for example, bought tens of thousands of GitHub Copilot licenses, but since it didn’t have a clear sense of how to work with the technology, progress was slow. Another unfocused effort we often see is when companies move to incorporate gen AI into their customer service capabilities. Customer service is a commodity capability, not part of the core business, for most companies. While gen AI might help with productivity in such cases, it won’t create a competitive advantage.

To create competitive advantage, companies should first understand the difference between being a “taker” (a user of available tools, often via APIs and subscription services), a “shaper” (an integrator of available models with proprietary data), and a “maker” (a builder of LLMs). For now, the maker approach is too expensive for most companies, so the sweet spot for businesses is implementing a taker model for productivity improvements while building shaper applications for competitive advantage.

Much of gen AI’s near-term value is closely tied to its ability to help people do their current jobs better. In this way, gen AI tools act as copilots that work side by side with an employee, creating an initial block of code that a developer can adapt, for example, or drafting a requisition order for a new part that a maintenance worker in the field can review and submit (see sidebar “Copilot examples across three generative AI archetypes”). This means companies should be focusing on where copilot technology can have the biggest impact on their priority programs.

Copilot examples across three generative AI archetypes

• “Taker” copilots help real estate customers sift through property options and find the most promising one, write code for a developer, and summarize investor transcripts.
• “Shaper” copilots provide recommendations to sales reps for upselling customers by connecting generative AI tools to customer relationship management systems, financial systems, and customer behavior histories; create virtual assistants to personalize treatments for patients; and recommend solutions for maintenance workers based on historical data.
• “Maker” copilots are foundation models that lab scientists at pharmaceutical companies can use to find and test new and better drugs more quickly.

Some industrial companies, for example, have identified maintenance as a critical domain for their business. Reviewing maintenance reports and spending time with workers on the front lines can help determine where a gen AI copilot could make a big difference, such as in identifying issues with equipment failures quickly and early on. A gen AI copilot can also help identify root causes of truck breakdowns and recommend resolutions much more quickly than usual, as well as act as an ongoing source for best practices or standard operating procedures.

The challenge with copilots is figuring out how to generate revenue from increased productivity. In the case of customer service centers, for example, companies can stop recruiting new agents and use attrition to potentially achieve real financial gains. Defining the plans for how to generate revenue from the increased productivity up front, therefore, is crucial to capturing the value.

Upskill the talent you have but be clear about the gen-AI-specific skills you need

By now, most companies have a decent understanding of the technical gen AI skills they need, such as model fine-tuning, vector database administration, prompt engineering, and context engineering. In many cases, these are skills that you can train your existing workforce to develop. Those with existing AI and machine learning (ML) capabilities have a strong head start. Data engineers, for example, can learn multimodal processing and vector database management, MLOps (ML operations) engineers can extend their skills to LLMOps (LLM operations), and data scientists can develop prompt engineering, bias detection, and fine-tuning skills.

A sample of new generative AI skills needed

The following are examples of new skills needed for the successful deployment of generative AI tools:

• data scientist:
• prompt engineering
• in-context learning
• bias detection
• pattern identification
• reinforcement learning from human feedback
• hyperparameter/large language model fine-tuning; transfer learning
• data engineer:
• data wrangling and data warehousing
• data pipeline construction
• multimodal processing
• vector database management

The learning process can take two to three months to get to a decent level of competence because of the complexities in learning what various LLMs can and can’t do and how best to use them. The coders need to gain experience building software, testing, and validating answers, for example. It took one financial-services company three months to train its best data scientists to a high level of competence. While courses and documentation are available—many LLM providers have boot camps for developers—we have found that the most effective way to build capabilities at scale is through apprenticeship, training people to then train others, and building communities of practitioners. Rotating experts through teams to train others, scheduling regular sessions for people to share learnings, and hosting biweekly documentation review sessions are practices that have proven successful in building communities of practitioners (see sidebar “A sample of new generative AI skills needed”).

It’s important to bear in mind that successful gen AI skills are about more than coding proficiency. Our experience in developing our own gen AI platform, Lilli , showed us that the best gen AI technical talent has design skills to uncover where to focus solutions, contextual understanding to ensure the most relevant and high-quality answers are generated, collaboration skills to work well with knowledge experts (to test and validate answers and develop an appropriate curation approach), strong forensic skills to figure out causes of breakdowns (is the issue the data, the interpretation of the user’s intent, the quality of metadata on embeddings, or something else?), and anticipation skills to conceive of and plan for possible outcomes and to put the right kind of tracking into their code. A pure coder who doesn’t intrinsically have these skills may not be as useful a team member.

While current upskilling is largely based on a “learn on the job” approach, we see a rapid market emerging for people who have learned these skills over the past year. That skill growth is moving quickly. GitHub reported that developers were working on gen AI projects “in big numbers,” and that 65,000 public gen AI projects were created on its platform in 2023—a jump of almost 250 percent over the previous year. If your company is just starting its gen AI journey, you could consider hiring two or three senior engineers who have built a gen AI shaper product for their companies. This could greatly accelerate your efforts.

Form a centralized team to establish standards that enable responsible scaling

To ensure that all parts of the business can scale gen AI capabilities, centralizing competencies is a natural first move. The critical focus for this central team will be to develop and put in place protocols and standards to support scale, ensuring that teams can access models while also minimizing risk and containing costs. The team’s work could include, for example, procuring models and prescribing ways to access them, developing standards for data readiness, setting up approved prompt libraries, and allocating resources.

While developing Lilli, our team had its mind on scale when it created an open plug-in architecture and setting standards for how APIs should function and be built.  They developed standardized tooling and infrastructure where teams could securely experiment and access a GPT LLM , a gateway with preapproved APIs that teams could access, and a self-serve developer portal. Our goal is that this approach, over time, can help shift “Lilli as a product” (that a handful of teams use to build specific solutions) to “Lilli as a platform” (that teams across the enterprise can access to build other products).

For teams developing gen AI solutions, squad composition will be similar to AI teams but with data engineers and data scientists with gen AI experience and more contributors from risk management, compliance, and legal functions. The general idea of staffing squads with resources that are federated from the different expertise areas will not change, but the skill composition of a gen-AI-intensive squad will.

Set up the technology architecture to scale

Building a gen AI model is often relatively straightforward, but making it fully operational at scale is a different matter entirely. We’ve seen engineers build a basic chatbot in a week, but releasing a stable, accurate, and compliant version that scales can take four months. That’s why, our experience shows, the actual model costs may be less than 10 to 15 percent of the total costs of the solution.

Building for scale doesn’t mean building a new technology architecture. But it does mean focusing on a few core decisions that simplify and speed up processes without breaking the bank. Three such decisions stand out:

• Focus on reusing your technology. Reusing code can increase the development speed of gen AI use cases by 30 to 50 percent. One good approach is simply creating a source for approved tools, code, and components. A financial-services company, for example, created a library of production-grade tools, which had been approved by both the security and legal teams, and made them available in a library for teams to use. More important is taking the time to identify and build those capabilities that are common across the most priority use cases. The same financial-services company, for example, identified three components that could be reused for more than 100 identified use cases. By building those first, they were able to generate a significant portion of the code base for all the identified use cases—essentially giving every application a big head start.
• Focus the architecture on enabling efficient connections between gen AI models and internal systems. For gen AI models to work effectively in the shaper archetype, they need access to a business’s data and applications. Advances in integration and orchestration frameworks have significantly reduced the effort required to make those connections. But laying out what those integrations are and how to enable them is critical to ensure these models work efficiently and to avoid the complexity that creates technical debt  (the “tax” a company pays in terms of time and resources needed to redress existing technology issues). Chief information officers and chief technology officers can define reference architectures and integration standards for their organizations. Key elements should include a model hub, which contains trained and approved models that can be provisioned on demand; standard APIs that act as bridges connecting gen AI models to applications or data; and context management and caching, which speed up processing by providing models with relevant information from enterprise data sources.
• Build up your testing and quality assurance capabilities. Our own experience building Lilli taught us to prioritize testing over development. Our team invested in not only developing testing protocols for each stage of development but also aligning the entire team so that, for example, it was clear who specifically needed to sign off on each stage of the process. This slowed down initial development but sped up the overall delivery pace and quality by cutting back on errors and the time needed to fix mistakes.

Ensure data quality and focus on unstructured data to fuel your models

The ability of a business to generate and scale value from gen AI models will depend on how well it takes advantage of its own data. As with technology, targeted upgrades to existing data architecture  are needed to maximize the future strategic benefits of gen AI:

• Be targeted in ramping up your data quality and data augmentation efforts. While data quality has always been an important issue, the scale and scope of data that gen AI models can use—especially unstructured data—has made this issue much more consequential. For this reason, it’s critical to get the data foundations right, from clarifying decision rights to defining clear data processes to establishing taxonomies so models can access the data they need. The companies that do this well tie their data quality and augmentation efforts to the specific AI/gen AI application and use case—you don’t need this data foundation to extend to every corner of the enterprise. This could mean, for example, developing a new data repository for all equipment specifications and reported issues to better support maintenance copilot applications.
• Understand what value is locked into your unstructured data. Most organizations have traditionally focused their data efforts on structured data (values that can be organized in tables, such as prices and features). But the real value from LLMs comes from their ability to work with unstructured data (for example, PowerPoint slides, videos, and text). Companies can map out which unstructured data sources are most valuable and establish metadata tagging standards so models can process the data and teams can find what they need (tagging is particularly important to help companies remove data from models as well, if necessary). Be creative in thinking about data opportunities. Some companies, for example, are interviewing senior employees as they retire and feeding that captured institutional knowledge into an LLM to help improve their copilot performance.
• Optimize to lower costs at scale. There is often as much as a tenfold difference between what companies pay for data and what they could be paying if they optimized their data infrastructure and underlying costs. This issue often stems from companies scaling their proofs of concept without optimizing their data approach. Two costs generally stand out. One is storage costs arising from companies uploading terabytes of data into the cloud and wanting that data available 24/7. In practice, companies rarely need more than 10 percent of their data to have that level of availability, and accessing the rest over a 24- or 48-hour period is a much cheaper option. The other costs relate to computation with models that require on-call access to thousands of processors to run. This is especially the case when companies are building their own models (the maker archetype) but also when they are using pretrained models and running them with their own data and use cases (the shaper archetype). Companies could take a close look at how they can optimize computation costs on cloud platforms—for instance, putting some models in a queue to run when processors aren’t being used (such as when Americans go to bed and consumption of computing services like Netflix decreases) is a much cheaper option.

Build trust and reusability to drive adoption and scale

Because many people have concerns about gen AI, the bar on explaining how these tools work is much higher than for most solutions. People who use the tools want to know how they work, not just what they do. So it’s important to invest extra time and money to build trust by ensuring model accuracy and making it easy to check answers.

One insurance company, for example, created a gen AI tool to help manage claims. As part of the tool, it listed all the guardrails that had been put in place, and for each answer provided a link to the sentence or page of the relevant policy documents. The company also used an LLM to generate many variations of the same question to ensure answer consistency. These steps, among others, were critical to helping end users build trust in the tool.

Part of the training for maintenance teams using a gen AI tool should be to help them understand the limitations of models and how best to get the right answers. That includes teaching workers strategies to get to the best answer as fast as possible by starting with broad questions then narrowing them down. This provides the model with more context, and it also helps remove any bias of the people who might think they know the answer already. Having model interfaces that look and feel the same as existing tools also helps users feel less pressured to learn something new each time a new application is introduced.

Getting to scale means that businesses will need to stop building one-off solutions that are hard to use for other similar use cases. One global energy and materials company, for example, has established ease of reuse as a key requirement for all gen AI models, and has found in early iterations that 50 to 60 percent of its components can be reused. This means setting standards for developing gen AI assets (for example, prompts and context) that can be easily reused for other cases.

While many of the risk issues relating to gen AI are evolutions of discussions that were already brewing—for instance, data privacy, security, bias risk, job displacement, and intellectual property protection—gen AI has greatly expanded that risk landscape. Just 21 percent of companies reporting AI adoption say they have established policies governing employees’ use of gen AI technologies.

Similarly, a set of tests for AI/gen AI solutions should be established to demonstrate that data privacy, debiasing, and intellectual property protection are respected. Some organizations, in fact, are proposing to release models accompanied with documentation that details their performance characteristics. Documenting your decisions and rationales can be particularly helpful in conversations with regulators.

In some ways, this article is premature—so much is changing that we’ll likely have a profoundly different understanding of gen AI and its capabilities in a year’s time. But the core truths of finding value and driving change will still apply. How well companies have learned those lessons may largely determine how successful they’ll be in capturing that value.

The authors wish to thank Michael Chui, Juan Couto, Ben Ellencweig, Josh Gartner, Bryce Hall, Holger Harreis, Phil Hudelson, Suzana Iacob, Sid Kamath, Neerav Kingsland, Kitti Lakner, Robert Levin, Matej Macak, Lapo Mori, Alex Peluffo, Aldo Rosales, Erik Roth, Abdul Wahab Shaikh, and Stephen Xu for their contributions to this article.

This article was edited by Barr Seitz, an editorial director in the New York office.

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