SmartHelping / Pitch Decks / Excel & Google Sheets
Financial Visualizations for Any Pitch Deck
Turn your annual financial figures into clear, consistently formatted charts. Present revenue, margins, customers, funding uses, and break-even performance with visuals that update as you enter your numbers.
Free with any other SmartHelping purchase by request. Or buy this template and request any other $45 template free.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
To request the free-template offer, email [email protected]. See offer details.
Video walkthrough & spreadsheet preview
See the financial visuals in action.
From financial figures to presentation visuals
Make the financial story easier to read.
Consistent presentation
Use coordinated formatting, readable fonts, clear number displays, and consistent colors across your financial visuals.
Your annual figures drive the charts
Enter your annual financials and the visualizations update to reflect those inputs. Use the template to present the projections or results you have prepared.
11 included visualizations
Present the key financial and operating metrics.
Revenue and gross profit
Show revenue and gross profit in dedicated visualizations.
Revenue growth and gross profit margin
Present the revenue growth rate and gross profit margin to show how scale and profitability change.
Customer count and growth
Show year-end customers and customer growth alongside the financial figures.
Break-even performance
Present break-even revenue and a comparison of revenue versus break-even revenue.
Net income and margins
Use the net income and margin analysis visuals to communicate profitability.
Use of funds
Show how funding is allocated with the fund usage visualization.
Flexible presentation use
Use the charts for projections, actuals, or both.
Future projections
Enter the annual figures from your financial projections to create a consistent set of forward-looking visuals.
Historical performance
Enter past results and change the chart labels from projections to historical actuals.
Actuals alongside forecasts
Show historical years alongside projected years, changing the colors of the actual years so the distinction is clear.
Editable presentation labels
Adjust chart labels and colors to suit the period and type of information you are presenting.
Both versions included
Choose Excel or Google Sheets.
Excel version
Use the included Excel workbook to enter annual financial figures and update the visualizations.
Google Sheets version
Open the supplied Google Sheets link and choose File > Make a copy to create your own editable version.
Getting started
Go from annual figures to clear financial visuals.
Choose your spreadsheet version
Open the Excel workbook or make your own editable copy of the Google Sheets version.
Enter your annual financials
Add the annual figures for the metrics you want to present. The charts update from the entered data.
Label actuals and projections clearly
Adjust the chart labels for historical results or projections, and use different colors when showing both.
Review the visuals for your pitch
Check the figures, labels, and presentation consistency before using the visuals in your deck.
Two ways to use the offer
Request the free-template offer.
Free with any other purchase
Purchase any other template on SmartHelping and request this financial visualization template free.
Buy this and choose another $45 template
Purchase this template for $45 and request any other $45 SmartHelping template free.
Request your bonus by email
Email [email protected] to request the offer. Include your purchase details and the template you would like.
Additional resource
Explore another performance-tracking tool.
Questions before you start
A few useful details.
What do I need to enter?
Enter your annual financial figures. The visualizations update from those inputs.
Which spreadsheet formats are included?
Both Excel and Google Sheets versions are included. For Google Sheets, open the supplied link and select File > Make a copy.
Can I use it for historical results?
Yes. Enter past financial figures and change the chart labels to historical actuals.
Can I combine actuals and projections?
Yes. You can show both and change the colors of actual years to distinguish them from forecast years.
What visualizations are included?
Revenue, gross profit, revenue growth rate, gross profit margin, break-even revenue, year-end customers, customer growth, fund usage, net income, margin analysis, and revenue versus break-even revenue.
Is this a complete pitch deck?
The deliverable is a financial visualization template in Excel and Google Sheets. It provides financial charts for use in your pitch deck.
How does the free-template offer work?
Request this template free with any other SmartHelping purchase, or buy this template and request any other $45 template free. Email [email protected] to request the offer.
How is the template delivered?
The $45 one-time purchase provides immediate access to the template download, including the Excel version and the Google Sheets access link.
Financial visuals for your pitch
Present your numbers with clarity and consistency.
Financial Visualizations for Any Pitch Deck — $45, Excel and Google Sheets versions included.
