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Excel-based financial management system for UMKM covering bookkeeping, invoicing, reporting, and dashboard analytics.
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Same Q3 business data.
Two different presentation approaches.
Slide A gives stakeholders the full picture:
Multiple metrics
Supporting KPIs
Detailed context
Slide B focuses on a single business takeaway:
One insight
One recommendation
One story
If you were presenting this in an executive meeting, which slide would be more effective?
A or B?
Curious to hear how founders, analysts, and designers think about this tradeoff.
2 voted
29%
5 voted
71%
7 votes
Closed
Slide B. Executives don't have time to find the insight themselves. That 42% revenue growth headline does the work before they even look at the chart. Slide A might be useful as a backup if they ask follow-up questions.
Conducted a financial analysis project evaluating a company’s financial health using financial statements and ratio analysis. The project focused on assessing profitability, liquidity, and potential financial risks to better understand how financial data supports credit and investment decisions. Built supporting analysis using Excel and structured reporting by Standard Chartered.
Built a three-statement financial model in Microsoft Excel to practice linking the income statement, cash flow statement, and balance sheet within an integrated financial forecasting framework.
The model includes historical financial data, forecasting assumptions, and dynamic links between the three financial statements to ensure the balance sheet balances across projected periods.
This project was developed to strengthen my understanding of financial modeling, financial statement analysis, and Excel-based forecasting techniques commonly used in corporate finance and investment analysis.
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