Financial Template

Custom Financial Template

Our client for this project was a social media company who wanted a better way to present their quarterly reports to executives. They needed the template to be visually dynamic while allowing for easy data changes. We created a number of layouts and example slides with current data filled in and worked with a colleague (Dave Paradi) who is a visual financial expert to ensure that the data and metrics were represented accurately.

Click on the video to the left to watch as Echo walks through the template’s features.