How would marketing present the P&L account?

by | Apr 14, 2021 | FD Insights | 0 comments

Do you want to become a FD or CFO❓ Here’s another tip that helped me…

❌ marketeers know that the worst way to bring numbers to life is to…

…use a table of numbers

✅ the best way is to pick the 3️⃣ most important numbers, and make them big

The average finance presentation contains around 3,000 numbers.

And when we use that many numbers we:

❌ dilute the key messages
❌ get caught up in the detail
❌ loose sight of the story

Something magical happens when you go from 3,000 to 3️⃣ numbers:

✅ your key messages jump off the page
✅ it’s much easier to craft into a story
✅ people listen and remember

So how would the marketing director present the P&L account❓

Simple. They’d pick the 3️⃣ most important numbers, and make them big.

Then they’d tell their story around them.

Here’s a slide I created for one of my CFOs clients. No fancy tech, I just typed it straight into PowerPoint.

 

 

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