FinancialViz Category: Contribution of Segments

Showing component and total variance to budget; Slide Makeover #94

To explain the overall variance to the budget, we often look at the variances in each area. Too often the budget and variance amounts are shown in a table that the audience must interpret. This makeover demonstrates how you can use a steps to a total graph to show how...

Presenting the Balance Sheet: Visually show Assets (or Liabilities) with YoY change

Today you will learn a great visual to use when presenting Assets or Liabilities from the Balance Sheet. Too often Balance Sheet presentations to executives or the Board are filled with spreadsheets. In my surveys of audiences they tell me that large tables of numbers...

Presenting the income or P&L statement: Show how revenue less expenses results in net income

You’ve analyzed the income and expenses and need to communicate important findings to the executives or Board. If you want to show how the revenue and expenses lead to the net income for the time period, this video shows how to use a waterfall graph to allow the...

Presenting the income or P&L statement: Show Budget and variance walk of expense categories

You have looked at the difference between the actual and budget expenses in the different expense categories. You want to communicate the variances visually. This video shows how to use a steps to a total column graph to show the actual expenses and variance in each...

Presenting the income or P&L statement: Show components that make up the total expenses

You’ve analyzed the income and expenses and need to communicate important findings to the executives or Board. If you want to show the components that make up the total expenses for the time period, this video shows how to use a steps to a total bar chart to allow the...