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Deck types / Annual Report

Annual Report

An annual report deck closes the books in public. The numbers carry it; the narrative explains the deltas.

The structure

  1. 1

    The year in brief

    Five numbers that summarize the year, against last year.

  2. 2

    Letter

    Leadership's honest read: what worked, what didn't.

  3. 3

    Financials

    Revenue, costs, and margin, with the same charts as last year.

  4. 4

    Segments

    Each line of business with its own trajectory.

  5. 5

    Milestones

    What the year proved: launches, partnerships, hires.

  6. 6

    Outlook

    Next year's targets, stated so they can be checked.

Generate one from a template

Designers publish annual report templates on Sage with this structure built in. Bring your sources; your agent writes to the designer's instructions.