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Business
Operational
Excellence Strategy
Your Company Name
Table of Contents
Slide No.Title
Business Operations Summary
Operational Highlights
Milestones Achieved
Company Objectives
Operational Challenges
Partnering & Alliance Challenges
Checklist for Effective Business Partnerships
Risk Associated With Strategic Alliances
Organizational / Operational Setup Challenges
Operational Setup-Risk & Mitigation
Customer Service Related Challenges
Business Risk Associated With Customer Service
Slide No.Title
Potential Sources of Revenue
Sales & Marketing Challenges
Risk Associated With Sales & Marketing
Company Strategy
Product Roadmap
Changes in Competitive Roadmap
Key Performance Indicators
Financial Summary: Base vs Stretch Plan
New Customer Acquisition Cost
Customer Lifetime Value
Calculating Customer Lifetime Value (CLV)
Operating Plan
2
Our Agenda
01
02
03
04
05
06
8:00-8:30am
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Agenda
8:30-9:00am
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Agenda
9:00-9:30am
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Agenda
9:30-10:00am
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Agenda
10:00-10:30am
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Agenda
10:30-11:00am
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Agenda
3
Business Operations Summary
60
Total Customer
Complaint
Customer
Satisfaction Score
7/10
Net
Operating Margin
29%
Average Number Of
Orders Per Customer
12
Productivity
78%
Rework Rate
on the Job
10%
88%
Customer
Retention Rate
77%
Labor Utilization Rate
Ratio of billable hours to actual
working hours
Some general business
operations parameters to
determine performance have
been added in this slide
which can be altered based
on your requirement
4
Operational Highlights - FY 18
Q1 FY 18 Q2 FY 18 Q3 FY 18 Q4 FY 18
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Highlight 1
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5
Milestones Achieved (Option 1 of 2)
2016
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2012
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2014
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2017
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2015
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2013
6
Milestones Achieved (Option 2 of 2)
7
Aug
FY17
Sep
FY15
Dec
FY14
Jun
FY16
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Retain the current
customer base
Increase market
share by X%
Increasing
revenue/customer by X%
Decrease
operational expenses
Closing X number
of sales by (date)
Company Objectives
8
These are some of the
common objectives which
are discussed during the
review meetings and can
be altered as per user
requirements
Operational Challenges
Challenges
Customer
Facing
Back-
Office
Entering the
market: sales /
marketing / PR
Customer
care / CRM
Organizational /
operations
setup
Optimize
revenue
sources
Partners &
alliances
Challenges have been
divided in to two parts: 1.
Customer facing 2. back
office challenges which
are further classified in to
5 sub-categories
9
Partnering & Alliances - Execution Stages
Identify Gaps
Comments:
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Investigate
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Negotiate
Comments:
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Contract
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Manage
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Exit
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PartnerStrategyExecution
Key things to be kept in mind
while making this slide –
• Main outcomes desired
from the negotiation?
• What is our company’s
position? Partner
company’s position?
• Key points for each issue?
• Cost benefit analysis of
this partnership
10
Common Interest
Directing resources & capabilities to projects you consider as most important
Mutual Dependency
It arises by sharing risk, responsibilities, resources, competencies & benefits
Complementary Support
Focus on your firm’s resources on what you do best and tap to the resources of others for rest
Shared Core Competency
Develop a mechanism to leverage different types of competencies, resources, & capabilities
Effective Communication
Communication at all levels should be regular, open and transparent for effective decision making & solving business problems
Respect & Trust
It is one of the most effective mechanism for governing innovative business partnerships
Voluntary Nature
The partners have clear and common goals based on mutual benefits
Synergy
The value added by this partnership should be greater than sum of individual contributions
Checklist Effective Business Partnerships
11
Business Risk Associated With Strategic Alliances
Coordination Risk
When there is fundamental misunderstanding of
each other requirements due to complexity
associated with the task
Financial Viability Risk
When Strategic partner experiences financial
distress that limits its ability to meet your firms
requirement
Contribution Valuation Risk
When your firms non-monetary contribution to the
partnership will be undervalued by the partner
Financial Commitment Risk
When entering in to the partnership may expose the
firm to credit risk
Input Supply Risk
When Strategic partner is unwilling to supply raw
material in a timely manner to meet the firm’s
regular demand
Surge Capacity Risk
When Strategic partner is unwilling to supply raw
material in a timely manner to meet unusually
high, unexpected demand
Quality Performance Risk
When Strategic partner is unwilling to supply raw
material according to firm’s quality standards
Cost Renegotiation Risk
When Strategic partner will take advantage of
its position at a later date and seek unexpected
increase in the cost of raw materials
12
Organizational/Operational Setup Challenges
13
+ =
Increase the
Labor Workforce
40%
Increase the
Machinery
Production Capacity
30%
Which will
eventually result in
XX% Increase In
Production
xx%
This example has been
taken for a
manufacturing industry
where the production
need to be increased
Risk
Without proper planning & organizing restructuring, hiring more
workforce will increase the fixed cost of the company
Company might invest in Fixed Assets & increase the production
capacity but later they might face deficit in the in-hand orders & the
investment might turn out to be bad one
Risk Mitigation
Without proper planning & organizing restructuring, hiring more
workforce will increase the fixed cost of the company
A proper due-diligence needs to be conducted since investment
in fixed assets is a part of long term strategy
Operational Setup-Risk & Mitigation
14
Risk and Risk Mitigation
Strategies for a
Manufacturing company
has been taken as an
example in this slide
Customer Service Related Challenges
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Comments
Work Flow
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Comments
Computer/
Telephone User
Interface (CTI)
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Comments
Call
Handling
Scripts
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Comments
Less
Employee
Resources
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Comments
Sales &
Marketing
Strategies
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Comments
Cash Flow
15
01 02 03 04 05 06 07
New methods to
improve
customer service
and reduce
related costs are
not utilized
Lack of
visibility of the
order status
along the
whole supply
chain
Inability to
respond to
market demands
caused by lack of
integration
among order-
entry systems or
due to
infrastructure
Lack of true
integration of
SCM and CRM
systems
Inefficient routing
protocols send
voice calls and
emails to
useless contact
details where
they are never
retrieved or
responded to
Inadequate staffing
provides for an
overloaded
workforce where
responses to
inquiries may be
unacceptably
delayed or never
answered at all
Web pages
are static (not
constantly
updated), thus
they do not
respond to
customer
needs and
demands
Business Risk Associated
With Customer Service
16
Risk Mitigation Strategies For Customer Service
Recognize
an unhappy customer
You can follow up with every customer or, at
the very least, a random sampling of
customers and ask them if all is well
Take
action
Empower employees to take steps necessary to
make problems right. Have a clear line of
communication they can follow when they need
help from a manager
Keep customers in
the loop
Make sure customers understand the steps
you’re taking to fix a situation. Update
customers often, even if the status remains
unchanged.
Use customer feedback to
your advantage
Seek out customer feedback through surveys
and via online searches. Respond to
complaints made online so others can see that
you care about the problems
Empower employees to make
nice gestures
Throwing in a little extra every now and then is a
strong builder of good will. You might waive a
late fee or throw in a free month of service.
There need not necessarily be a complaint first
Grease the squeaky
wheels
The loudest complainers are probably complaining
loudly to others, as well. These customers need a
little extra care to show them that you hear them
and care about their problems
Some general challenges
have been considered
which are faced in day-to-
day operations during
customer related service
17
Current Sources of Revenue
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Other grants
Local sales
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Council Tax
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Retained income
Revenue support grant
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Others
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10%
25%
15%
8%
12%
30%
18
Coffee
Break
Let’s Have a Break, We'll Come Back
After 15 Minutes
Potential Sources of Revenue
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Government (fees & grants)
Social security
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Private Sources (contributions & grants)
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Others
Private Sources (fees & services)
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20
25% 20%
10%
15%30%
Sales Reps Short on Sales Skills
Salespeople Reporting False or Misleading
Information to Sales Management
Salespeople Not Reporting
Crucial Information
Risk of Duplication
Theft , Pilferage and Damage may take
place during transportation and storage
No Reliable Automatic Way to
Track Sales
Sales & Marketing Challenges
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Some common
challenges faced
during sales and
marketing
21
Risk Associated With Sales & Marketing
Information Risk
The most corrosive business calamity
to shareholder value
Strategic Risk
With the explosion of data, quality cannot keep pace,
and uncontrolled data will lead to a major backfire
Ethical Risk
Executing the right strategy in the wrong
way
Tactical Risk
Choosing the wrong business
strategy
Sales & Marketing
22
Company Strategy
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04
03
01
02
23
Product Roadmap: Product Launch Deliverables -1
25%
2017
Product launch
deliverables
01 40%
2018
Product launch
deliverables
02
55%
2019
Product launch
deliverables
03
80%
2021
Product launch
deliverables
0570%
2020
Product launch
deliverables
04
24
Product Roadmap: Product Launch Deliverables -2
Jan/13
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Feb/14
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Mar/15
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Apr/16
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May/17
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01
Phase 1 Phase 3
03
Phase 5
05
Phase 2
02
Phase4
04
25
Product Roadmap: Product Launch Deliverables
Product Family 2014 2015 2016 2017
Product 01
Product 02
Product 03
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
26
Product Roadmap
27
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Changes In Competitive Environment
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
2014
2015
2016
2017
Weekly Monthly
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28
Changes In Competitive Environment
Competitive
Landscape
Brand 1 Brand 2 Brand 3 Brand 4
Competitive 1
Competitive 2
Competitive 3
Competitive 4
Competitive 5
Competitive 6
29
Key Performance Indicators Template-1 of 2
Day
Sales
Outstanding
% Sales
Lost to active
customers
Customer
Retention
Rate
Net
Promoter
Score
Cost of
goods
sold
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KPI
30
Key Performance Indicators Template-2 of 2
Area of focus # 1
01 Objective
02 Measures
03 Targets
04 Invites
Area of focus # 2
01 Objective
02 Measures
03 Targets
04 Invites
Area of focus # 3
01 Objective
02 Measures
03 Targets
04 Invites
Area of focus # 4
01 Objective
02 Measures
03 Targets
04 Invites
20% 35% 50% 90%
31
Financials Summary: Base Plan VS Stretch Plan
Financial Summary Base Plan Stretch Plan Comments
KPI1
KPI2
KPI3
Revenue
Cost of sales
Gross profit
Customer acquisition cost
Other operating cost expense
Operating profit
Change in cash
Ending cash
Employees(FTES)
32
Financials: Base Plan
Finance Summary Q1 Q2 Q3 Q4
KPI1
KPI2
KPI3
Revenue
Cost of sales
Gross profit
Customer acquisition cost
Other operating cost expense
Operating profit
Change in cash
Ending cash
Employees(FTES)
2017
33
Financials: Starch Plan
Finance Summary Q1 Q2 Q3 Q4
KPI1
KPI2
KPI3
Revenue
Cost of sales
Gross profit
Customer acquisition cost
Other operating cost expense
Operating profit
Change in cash
Ending cash
Employees(FTES)
2017
34
New Customer Acquisition Cost
Visitors
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Customers
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Leads
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COST PER CUSTOMER IS
$250.00
x100
$2,000
x8
x20
35
Customer Lifetime Value
0
2
4
6
8
10
Numberofcustomers
Lifetime Value = (Average Order Value) X (Number Of Repeat Sales) X (Average Retention Time)
Inactive Nonprofit Able
Customer
20%
Active Profitable
Customers
60%
Very Active Very Profitable
Customers
20%
LOW
CLV
HIGH
CLV
MEDIUM
CLV
36
Calculating Customer Lifetime Value (CLV)
Complete CLV Year 0 1 2 3 4
Average acquisition cost 500 500 1,000 1,500 2,000
Average customer revenue - 300 600 900 1,200
Average customer costs - 290 ??? 255 ???
Average customer profit - 100% 60% 65% 70%
Customer retention rate - ??? 365 32% ???
Cumulative retention rate - ??? 785 ??? 1,211
Likely customer profit - 1.10 ??? ??? ???
Discount rate - ??? 457 784 546
CLV – per year 1 ??? 325 152 451
Cumulative CLV ??? 500 1,000 1,500 2,000
37
Operating Plan
Priority Actions
What System
Support/
Resources?
Who
Responsible?
When Done?
How To
Measure?
Annual Status
Priority Actions
# 01
Text Here Text Here - Text Here Text Here
- - Text Here - -
Priority Actions
# 02
- Text Here Text Here - Text Here
Text Here - - Text Here -
Priority Actions
# 03 Text Here - Text Here Text Here -
38
Hiring Plan
2
4.5 5 5.6
7.22.3
4
5.5
5.9
5.3
2
2.5
3.5
4.1
5
2
1.9
2
2.9
4.5
2.9
1.2
1.6
3.8
3.5
2.1
2.5
2.5
2
3
0
5
10
15
20
25
30
Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018
Sales
Marketing
Support
Product
Finance
Engineering
39
Objectives Objective 01 Objective 02 Objective 03 Objective 04 Objective 05
Jan /30
Mar /12
Aug /10
Sep /17
Team Goals - Template 1 of 2
Rose Albert Robin Parker Jenny Smith Janna Levis John Hill
40
Team Goals (Template 2 of 2)
Team Q1 17 Q2 17 Q3 17 Q4 17
Engineering - Text Here Text Here Text Here
Product Text Here Text Here - Text Here
Marketing Text Here - - -
Sales - - Text Here -
Support Text Here - - -
Finance/Admin - Text Here Text Here Text Here
41
Risk Mitigation Strategies
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Risk
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Strategies
42
Icons For Business Operational Excellence Strategy
43
Additional Slides
Our Mission & Vision
45
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Mission
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Vision
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Customer Care
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Creative Design
01
02
03 This slide is 100% editable. Adapt it to your needs and
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Expand Company
About Our
Company
46
Meet Our Team
Editor
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JULIE PARKER
Marketing
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JOHN SMITH
Engineer
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JOHN JOHNSON
Manager
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LILLY DOE
47
Our Goals
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Comparison
70%
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Male
50%
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Female
49
Our Target
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40%
55%
80%
Financial
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Circular
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01
02
03
0405
06
07
52
Dashboard
75%
High
35%
Low
50%
Medium
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53
Location
North America
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50%
South America
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35%
Africa
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70%
Australia
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25%
Asia
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40%
54
2012-2013
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2013-2014
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2011-2012
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Beginning
Timeline
55
2015-2016
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2014-2015
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2016-2017
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Timeline (Continued…)
56
Ending
SWOT
SWOT
Analysis
0203
0104
Weakness
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Opportunities
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Strengths
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01 02
03
04
05Lego
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01 0302
SilhouettesThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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Venn
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75% 15%32%27%24%
60
Important Notes
01 02 03 04
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61
Matrix
Dogs
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Business Operational Excellence Strategy PowerPoint Presentation Slides

  • 2. Table of Contents Slide No.Title Business Operations Summary Operational Highlights Milestones Achieved Company Objectives Operational Challenges Partnering & Alliance Challenges Checklist for Effective Business Partnerships Risk Associated With Strategic Alliances Organizational / Operational Setup Challenges Operational Setup-Risk & Mitigation Customer Service Related Challenges Business Risk Associated With Customer Service Slide No.Title Potential Sources of Revenue Sales & Marketing Challenges Risk Associated With Sales & Marketing Company Strategy Product Roadmap Changes in Competitive Roadmap Key Performance Indicators Financial Summary: Base vs Stretch Plan New Customer Acquisition Cost Customer Lifetime Value Calculating Customer Lifetime Value (CLV) Operating Plan 2
  • 3. Our Agenda 01 02 03 04 05 06 8:00-8:30am This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda 8:30-9:00am This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda 9:00-9:30am This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda 9:30-10:00am This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda 10:00-10:30am This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda 10:30-11:00am This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda 3
  • 4. Business Operations Summary 60 Total Customer Complaint Customer Satisfaction Score 7/10 Net Operating Margin 29% Average Number Of Orders Per Customer 12 Productivity 78% Rework Rate on the Job 10% 88% Customer Retention Rate 77% Labor Utilization Rate Ratio of billable hours to actual working hours Some general business operations parameters to determine performance have been added in this slide which can be altered based on your requirement 4
  • 5. Operational Highlights - FY 18 Q1 FY 18 Q2 FY 18 Q3 FY 18 Q4 FY 18 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Highlight 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Highlight 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Highlight 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Highlight 4 5
  • 6. Milestones Achieved (Option 1 of 2) 2016 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2012 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2014 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2017 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2015 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2013 6
  • 7. Milestones Achieved (Option 2 of 2) 7 Aug FY17 Sep FY15 Dec FY14 Jun FY16 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 8. Retain the current customer base Increase market share by X% Increasing revenue/customer by X% Decrease operational expenses Closing X number of sales by (date) Company Objectives 8 These are some of the common objectives which are discussed during the review meetings and can be altered as per user requirements
  • 9. Operational Challenges Challenges Customer Facing Back- Office Entering the market: sales / marketing / PR Customer care / CRM Organizational / operations setup Optimize revenue sources Partners & alliances Challenges have been divided in to two parts: 1. Customer facing 2. back office challenges which are further classified in to 5 sub-categories 9
  • 10. Partnering & Alliances - Execution Stages Identify Gaps Comments: This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Investigate Comments: This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Negotiate Comments: This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Contract Comments: This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Manage Comments: This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Exit Comments: This slide is 100% editable. Adapt it to your needs and capture your audience's attention. PartnerStrategyExecution Key things to be kept in mind while making this slide – • Main outcomes desired from the negotiation? • What is our company’s position? Partner company’s position? • Key points for each issue? • Cost benefit analysis of this partnership 10
  • 11. Common Interest Directing resources & capabilities to projects you consider as most important Mutual Dependency It arises by sharing risk, responsibilities, resources, competencies & benefits Complementary Support Focus on your firm’s resources on what you do best and tap to the resources of others for rest Shared Core Competency Develop a mechanism to leverage different types of competencies, resources, & capabilities Effective Communication Communication at all levels should be regular, open and transparent for effective decision making & solving business problems Respect & Trust It is one of the most effective mechanism for governing innovative business partnerships Voluntary Nature The partners have clear and common goals based on mutual benefits Synergy The value added by this partnership should be greater than sum of individual contributions Checklist Effective Business Partnerships 11
  • 12. Business Risk Associated With Strategic Alliances Coordination Risk When there is fundamental misunderstanding of each other requirements due to complexity associated with the task Financial Viability Risk When Strategic partner experiences financial distress that limits its ability to meet your firms requirement Contribution Valuation Risk When your firms non-monetary contribution to the partnership will be undervalued by the partner Financial Commitment Risk When entering in to the partnership may expose the firm to credit risk Input Supply Risk When Strategic partner is unwilling to supply raw material in a timely manner to meet the firm’s regular demand Surge Capacity Risk When Strategic partner is unwilling to supply raw material in a timely manner to meet unusually high, unexpected demand Quality Performance Risk When Strategic partner is unwilling to supply raw material according to firm’s quality standards Cost Renegotiation Risk When Strategic partner will take advantage of its position at a later date and seek unexpected increase in the cost of raw materials 12
  • 13. Organizational/Operational Setup Challenges 13 + = Increase the Labor Workforce 40% Increase the Machinery Production Capacity 30% Which will eventually result in XX% Increase In Production xx% This example has been taken for a manufacturing industry where the production need to be increased
  • 14. Risk Without proper planning & organizing restructuring, hiring more workforce will increase the fixed cost of the company Company might invest in Fixed Assets & increase the production capacity but later they might face deficit in the in-hand orders & the investment might turn out to be bad one Risk Mitigation Without proper planning & organizing restructuring, hiring more workforce will increase the fixed cost of the company A proper due-diligence needs to be conducted since investment in fixed assets is a part of long term strategy Operational Setup-Risk & Mitigation 14 Risk and Risk Mitigation Strategies for a Manufacturing company has been taken as an example in this slide
  • 15. Customer Service Related Challenges This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments Work Flow This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments Computer/ Telephone User Interface (CTI) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments Call Handling Scripts This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments Less Employee Resources This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments Sales & Marketing Strategies This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments Cash Flow 15
  • 16. 01 02 03 04 05 06 07 New methods to improve customer service and reduce related costs are not utilized Lack of visibility of the order status along the whole supply chain Inability to respond to market demands caused by lack of integration among order- entry systems or due to infrastructure Lack of true integration of SCM and CRM systems Inefficient routing protocols send voice calls and emails to useless contact details where they are never retrieved or responded to Inadequate staffing provides for an overloaded workforce where responses to inquiries may be unacceptably delayed or never answered at all Web pages are static (not constantly updated), thus they do not respond to customer needs and demands Business Risk Associated With Customer Service 16
  • 17. Risk Mitigation Strategies For Customer Service Recognize an unhappy customer You can follow up with every customer or, at the very least, a random sampling of customers and ask them if all is well Take action Empower employees to take steps necessary to make problems right. Have a clear line of communication they can follow when they need help from a manager Keep customers in the loop Make sure customers understand the steps you’re taking to fix a situation. Update customers often, even if the status remains unchanged. Use customer feedback to your advantage Seek out customer feedback through surveys and via online searches. Respond to complaints made online so others can see that you care about the problems Empower employees to make nice gestures Throwing in a little extra every now and then is a strong builder of good will. You might waive a late fee or throw in a free month of service. There need not necessarily be a complaint first Grease the squeaky wheels The loudest complainers are probably complaining loudly to others, as well. These customers need a little extra care to show them that you hear them and care about their problems Some general challenges have been considered which are faced in day-to- day operations during customer related service 17
  • 18. Current Sources of Revenue This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Other grants Local sales This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Council Tax This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Retained income Revenue support grant This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Others This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 10% 25% 15% 8% 12% 30% 18
  • 19. Coffee Break Let’s Have a Break, We'll Come Back After 15 Minutes
  • 20. Potential Sources of Revenue This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Government (fees & grants) Social security This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Private Sources (contributions & grants) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Others Private Sources (fees & services) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 20 25% 20% 10% 15%30%
  • 21. Sales Reps Short on Sales Skills Salespeople Reporting False or Misleading Information to Sales Management Salespeople Not Reporting Crucial Information Risk of Duplication Theft , Pilferage and Damage may take place during transportation and storage No Reliable Automatic Way to Track Sales Sales & Marketing Challenges This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Some common challenges faced during sales and marketing 21
  • 22. Risk Associated With Sales & Marketing Information Risk The most corrosive business calamity to shareholder value Strategic Risk With the explosion of data, quality cannot keep pace, and uncontrolled data will lead to a major backfire Ethical Risk Executing the right strategy in the wrong way Tactical Risk Choosing the wrong business strategy Sales & Marketing 22
  • 23. Company Strategy This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 03 01 02 23
  • 24. Product Roadmap: Product Launch Deliverables -1 25% 2017 Product launch deliverables 01 40% 2018 Product launch deliverables 02 55% 2019 Product launch deliverables 03 80% 2021 Product launch deliverables 0570% 2020 Product launch deliverables 04 24
  • 25. Product Roadmap: Product Launch Deliverables -2 Jan/13 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Feb/14 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mar/15 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Apr/16 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. May/17 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 Phase 1 Phase 3 03 Phase 5 05 Phase 2 02 Phase4 04 25
  • 26. Product Roadmap: Product Launch Deliverables Product Family 2014 2015 2016 2017 Product 01 Product 02 Product 03 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 26
  • 27. Product Roadmap 27 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 28. Changes In Competitive Environment 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2014 2015 2016 2017 Weekly Monthly This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 28
  • 29. Changes In Competitive Environment Competitive Landscape Brand 1 Brand 2 Brand 3 Brand 4 Competitive 1 Competitive 2 Competitive 3 Competitive 4 Competitive 5 Competitive 6 29
  • 30. Key Performance Indicators Template-1 of 2 Day Sales Outstanding % Sales Lost to active customers Customer Retention Rate Net Promoter Score Cost of goods sold This slide is 100% editable. Adapt it to your needs and capture your audience's attention. KPI 30
  • 31. Key Performance Indicators Template-2 of 2 Area of focus # 1 01 Objective 02 Measures 03 Targets 04 Invites Area of focus # 2 01 Objective 02 Measures 03 Targets 04 Invites Area of focus # 3 01 Objective 02 Measures 03 Targets 04 Invites Area of focus # 4 01 Objective 02 Measures 03 Targets 04 Invites 20% 35% 50% 90% 31
  • 32. Financials Summary: Base Plan VS Stretch Plan Financial Summary Base Plan Stretch Plan Comments KPI1 KPI2 KPI3 Revenue Cost of sales Gross profit Customer acquisition cost Other operating cost expense Operating profit Change in cash Ending cash Employees(FTES) 32
  • 33. Financials: Base Plan Finance Summary Q1 Q2 Q3 Q4 KPI1 KPI2 KPI3 Revenue Cost of sales Gross profit Customer acquisition cost Other operating cost expense Operating profit Change in cash Ending cash Employees(FTES) 2017 33
  • 34. Financials: Starch Plan Finance Summary Q1 Q2 Q3 Q4 KPI1 KPI2 KPI3 Revenue Cost of sales Gross profit Customer acquisition cost Other operating cost expense Operating profit Change in cash Ending cash Employees(FTES) 2017 34
  • 35. New Customer Acquisition Cost Visitors This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Customers This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Leads This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. COST PER CUSTOMER IS $250.00 x100 $2,000 x8 x20 35
  • 36. Customer Lifetime Value 0 2 4 6 8 10 Numberofcustomers Lifetime Value = (Average Order Value) X (Number Of Repeat Sales) X (Average Retention Time) Inactive Nonprofit Able Customer 20% Active Profitable Customers 60% Very Active Very Profitable Customers 20% LOW CLV HIGH CLV MEDIUM CLV 36
  • 37. Calculating Customer Lifetime Value (CLV) Complete CLV Year 0 1 2 3 4 Average acquisition cost 500 500 1,000 1,500 2,000 Average customer revenue - 300 600 900 1,200 Average customer costs - 290 ??? 255 ??? Average customer profit - 100% 60% 65% 70% Customer retention rate - ??? 365 32% ??? Cumulative retention rate - ??? 785 ??? 1,211 Likely customer profit - 1.10 ??? ??? ??? Discount rate - ??? 457 784 546 CLV – per year 1 ??? 325 152 451 Cumulative CLV ??? 500 1,000 1,500 2,000 37
  • 38. Operating Plan Priority Actions What System Support/ Resources? Who Responsible? When Done? How To Measure? Annual Status Priority Actions # 01 Text Here Text Here - Text Here Text Here - - Text Here - - Priority Actions # 02 - Text Here Text Here - Text Here Text Here - - Text Here - Priority Actions # 03 Text Here - Text Here Text Here - 38
  • 39. Hiring Plan 2 4.5 5 5.6 7.22.3 4 5.5 5.9 5.3 2 2.5 3.5 4.1 5 2 1.9 2 2.9 4.5 2.9 1.2 1.6 3.8 3.5 2.1 2.5 2.5 2 3 0 5 10 15 20 25 30 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Sales Marketing Support Product Finance Engineering 39
  • 40. Objectives Objective 01 Objective 02 Objective 03 Objective 04 Objective 05 Jan /30 Mar /12 Aug /10 Sep /17 Team Goals - Template 1 of 2 Rose Albert Robin Parker Jenny Smith Janna Levis John Hill 40
  • 41. Team Goals (Template 2 of 2) Team Q1 17 Q2 17 Q3 17 Q4 17 Engineering - Text Here Text Here Text Here Product Text Here Text Here - Text Here Marketing Text Here - - - Sales - - Text Here - Support Text Here - - - Finance/Admin - Text Here Text Here Text Here 41
  • 42. Risk Mitigation Strategies This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. Risk This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. Strategies 42
  • 43. Icons For Business Operational Excellence Strategy 43
  • 45. Our Mission & Vision 45 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Vision
  • 46. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Customer Care This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Creative Design 01 02 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Expand Company About Our Company 46
  • 47. Meet Our Team Editor This slide is 100% editable. Adapt it to your needs and capture your audience's attention. JULIE PARKER Marketing This slide is 100% editable. Adapt it to your needs and capture your audience's attention. JOHN SMITH Engineer This slide is 100% editable. Adapt it to your needs and capture your audience's attention. JOHN JOHNSON Manager This slide is 100% editable. Adapt it to your needs and capture your audience's attention. LILLY DOE 47
  • 48. Our Goals This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 48
  • 49. Comparison 70% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Male 50% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Female 49
  • 50. Our Target Adapt it to your needs and capture your audience’s attention. Adapt it to your needs and capture your audience’s attention. Adapt it to your needs and capture your audience’s attention. Adapt it to your needs and capture your audience’s attention. 50
  • 51. 40% 55% 80% Financial ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 51
  • 52. Circular This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. 01 02 03 0405 06 07 52
  • 53. Dashboard 75% High 35% Low 50% Medium This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 53
  • 54. Location North America This slide is 100% editable. 50% South America This slide is 100% editable. 35% Africa This slide is 100% editable. 70% Australia This slide is 100% editable. 25% Asia This slide is 100% editable. 40% 54
  • 55. 2012-2013 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2013-2014 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2011-2012 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Beginning Timeline 55
  • 56. 2015-2016 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2014-2015 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2016-2017 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Timeline (Continued…) 56 Ending
  • 57. SWOT SWOT Analysis 0203 0104 Weakness This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Opportunities This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Strengths This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Threats This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 57
  • 58. 01 02 03 04 05Lego ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 58
  • 59. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 0302 SilhouettesThis slide is 100% editable. Adapt it to your needs and capture your audience's attention. 59
  • 60. Venn This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 75% 15%32%27%24% 60
  • 61. Important Notes 01 02 03 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 61
  • 62. Matrix Dogs Star Question Mark Cash Cow LowHigh HighLow MarketGrowth Market Share This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 62
  • 63. Hierarchy ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 06 01 02 03 04 05 07 08 63
  • 64. Puzzle 01 02 03 04 05 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 64
  • 65. Idea Generation ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 65
  • 66. 01 02 03 04 05 Funnel ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 66
  • 68. 0 10 20 30 40 50 60 70 80 90 100 $10 $20 $30 $40 $50 $60 $70 $80 $90 $100 Profit(InThousands) dollar (In Billions) Product 02 Product 01 Product 03 Line ChartThis slide is 100% editable. Adapt it to your needs and capture your audience's attention. 68
  • 69. Area ChartThis slide is 100% editable. Adapt it to your needs and capture your audience's attention. 0 10 20 30 40 50 60 70 80 90 100 FY 12FY 11FY 10FY 09FY 08FY 07FY 06FY 05FY 04FY 03FY 02FY 01 GrowthInPercentage 100% ✓ Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 69
  • 70. High- Low- Close Chart Volume Volume High Low 0 50 100 150 200 250 Close 70
  • 71. Bar Graph 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2015 2016 2017 ✓ Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ Product 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 71
  • 72. Donut Pie Chart 72 ✓ Product 01 This slide is 100% editable. ✓ Product 02 This slide is 100% editable. ✓ Product 03 This slide is 100% editable. ✓ Product 04 This slide is 100% editable. ✓ Product 05 This slide is 100% editable. 30% 25% 20% 15% 10%
  • 73. Radar ChartThis slide is 100% editable. Adapt it to your needs and capture your audience's attention. 0 5 10 15 20 25 30 35 02-05-2017 07-05-2017 12-05-2017 16-05-201722-05-2017 12-05-2017 ✓ Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 73
  • 74. Column Chart 40 40 60 80 100 120 140 180 20090 110 140 170 206 230 260 270 370 0 50 100 150 200 250 300 350 400 450 500 550 600 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08 FY 09 Inmillion ✓ Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ✓ Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 74
  • 75. Combo Chart Sale(inPercentage) 0 10 20 30 40 50 60 70 Jan Feb Mar Apr May Jun Jul Aug Sep Oct 120% 100% 80% 60% 40% 20% 0% 140% Value Cumulative % 75
  • 76. Thank You Address # street number, city, state Contact Numbers: 0123456789 Email Address: emailaddress123@gamail.com