15 Sales Presentation Techniques That Will Help You Close More Deals Today

Chris Orlob

Updated: June 01, 2022

Published: May 31, 2022

Hate the thought of doing sales presentations ? You’re not alone. But the best reps have sales presentations down pat, even if it’s not their favorite activity.

sales presentation methods

The best sales reps know that, when done right , sales presentations are a high-earning skill.

So, let’s hone that skill with simple sales presentation techniques that communicate an irresistible narrative and get buyers to close.

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Sales Presentation

An effective sales presentation tells a compelling story, highlights your value proposition, and aligns with your audience's needs and desires. It ends with a strong call-to-action and leads prospects to your differentiators instead of leading with them.

As it can sometimes mean the difference between closing a deal or losing a customer, you definitely want to get your sales presentation right. There are strategies and tips you can follow to ensure your sales presentations are effective, memorable, and engaging. Let’s go over them below.

Sales Presentation Methods

1. structure your presentation. .

Guiding your prospects down a clear path is key to a successful sales presentation. You’ll follow a logical structure, and listeners will understand how each element of your presentation relates to one another, rather than them having to piece together disjointed information on their own. 

There are times when flipping the structure can add unique elements to your presentation, though, and we’ll discuss this further below. 

2. Use data visualizations. 

Using visuals, like charts and graphics, to supplement your message is a valuable way to showcase your content in an easy-to-understand format as they make your words more impactful. 

For example, if you’re selling SaaS that helps users organize their sales process for a shorter cycle, you can create a visual that displays the average length of your clients’ sales cycle vs. those using other tools. 

By doing this, you’re adding extra emphasis to your words with a visual picture, and a bonus is that visuals are more likely to stick with your audience and get them thinking versus just hearing you talk. 

3. Rely on spoken words — not text.

If your presentation slides are text-heavy, prospects may get caught up reading the words you’ve written instead of listening, causing them to miss out on the value you’re sharing. Aim to include less text by calling attention to the most significant elements with short bursts of text that you supplement with your words. 

In addition, when you have less text on your slides, you may be less inclined to just read from them, which can be a bad part of presentations. You’ll have to speak instead of relying on written content. 

Let’s go over some sales presentation techniques that, when paired with the three methods above, will help you nail it every time.

Sales Presentation Techniques

1. send your buyer the presentation deck before your call..

You might assume that sending a buyer a deck before a call is like revealing whodunnit on the cover of a murder mystery. No one will pay attention to the rest of the book, right? 

When the Gong.io team started sharing our deck before opening sales calls, we learned it was a winning move. 

If your deck is compelling, prospects will want to get into it with you, even if they know the main point. Together, you can dive in, dissect the good bits, and talk through questions. It’s going to be a juicy conversation, and they know it.

Then, you can begin the conversation during your presentation with a statement like, “Based on the information in the deck I sent, where should we start?”

2. Invoke self-discovery.

It’s tempting to stick to a positive linear story during your sales presentation. That usually invokes talking about benefits, outcomes, and desired results. But, that approach isn’t always the best. 

Before discussing solutions and results, you must understand your prospect's problem. More importantly, you have to be sure your prospects understand the problem. 

Self-discovery is the ticket that gets you there. Instead of telling the buyer what the problem is and how you’ll address it, get your buyer to connect with the problem on their own. 

3. Talk about Point A. Don’t skip to point B.

This is 100% linked to the tip above. There’s a problem (point A) and desired outcome (point B). Point A is the status quo. It’s a problem your buyer will continue to face if they don’t make a change. 

You can stand out by focusing on point A, as talking about a pain point is shockingly more effective than talking about positive outcomes. 

Make your buyer feel the pain that results from the status quo. Convince them the pain will only worsen without your solution — because you know that to be true.

You should only talk about benefits once they’re on board with that line of thinking. Urgency is what allows benefits to land. Without urgency, benefits are just happy points that hold no real meaning.

4. Insight is your #1 lead story.

Buyers are experts on their circumstances, but they want insights into their situation from you. 

You’re most likely to impress a buyer by telling them something new about themselves, as your offering is a unique insight into their problems and opportunities.

Check out this TaylorMade video. It’s a bang-on example of how to lead a presentation with insight, and then move on to your product’s strengths:

You learned how to get more distance from your golf swing (an insight into what you’re doing). Then you learned how that’s supported by the product’s particular strength.

Insight comes first. It changes how your buyers think about the problem your product solves. Only then benefits can land effectively.

5. Don’t lead with differentiators, lead to them.

At Gong.io, we’ve taught our sales reps to speak with buyers about a critical problem only we can solve. It’s the delta between top producers and the rest of the team.

don't lead with differentiators in your sales presentations

  • "The numbers from your top reps are fantastic."
  • "The downside is they’re annulled by everyone else who’s missing their quota."
  • "Your team goes from outstanding numbers to breaking even or missing quota. Both of those options are unsustainable."

We only introduce our key differentiator once the backstory is clear and the buyer gets it. Then, our reps say something like this:

"Gong is the only platform that can tell you what your top reps do differently from the rest of your team. We can tell you which questions they ask, which topics they discuss, when they talk about each one, and more."

See why we lead to our differentiator, and not with it? It just wouldn’t land the same way if we started with the differentiator. In fact, it might not land at all.

6. Focus on value, not features.

Gong.io research found that focusing on features over value is not impactful. Prospects, especially decision-makers, want value propositions about how you’ll help them solve their problems rather than an overview of the features they’ll get. 


7. Flip your presentation.

he next, eventually achieving a shiny, final outcome. This isn’t always the best strategy. 

Instead of building up to the most significant and impactful part of your demo for your prospect, begin with the most valuable part, which is how you’ll help them, and let the conversation flow from there. 

There’s one other tactic underlying it all: The best product demos start with topics the buyers highlighted on the discovery call . For example, if the buyer spends 4 minutes talking about X and 10 minutes talking about Y, you want to begin with Y, as the buyer has demonstrated that they’re heavily interested in Y. In the opening section of your presentation, address the biggest issue from discovery. Address the second biggest issue second, etc.

It’s called solution mapping, and it’s going to change your sales presentation process forever. Stop saving the big reveal for last. Stop building anticipation. Start with the good stuff. Let it rip right out of the gate.

8. Turn your presentation into a conversation.

If you sensed we were looking for a two-way dialogue during your pitch, you’re right. That’s a relief to most salespeople, especially the ones who hate delivering traditional presentations.

A two-way dialogue is going to make your pitch feel more natural. To do this, Gong.io says to get buyers to ask questions by giving them just enough info to inspire them to ask more questions and keep the conversation going. In fact, top performers ask fewer questions because they don’t bombard prospects with too much information but instead give buyers just enough information to have them ask questions. 


Long monologues won’t help you have real conversations with your buyers. Instead, aim for a great two-way conversation. 

9. Mind the 9-minute period.

This tip is crisp and clear: Don’t present for more than nine minutes. Gong.io data supports this. 


Presentations for lost deals last an average of 11.4 minutes. Why do they go so poorly? Because it’s hard to retain attention. If you do go longer than nine minutes, switch it up. 

Vary something that re-captures attention and keeps people engaged. Change channels by doing something like switching up who’s speaking in real life or on video. This can rest your clock to zero, and you’ve got nine more minutes for the next portion of the show. 

10. Be strategic with social proof. 

Social proof. Best friend or worst nightmare? It can be either one, so use it carefully. For example, generic social proof (i.e., naming impressive clients for brand power alone) is a disaster. Buyers might not identify with them. Sure, they’re dazzled, but they may not see how they relate to your current client.

An effective strategy is to reference clients similar to your buyer, with the same pain points, challenges and needs that they can relate to. You can tell an accompanying story about the client and their pain points, helping the buyer see themselves in the story you’re telling.

11. Talk price after you establish value.

Would it surprise you to know it matters when you talk about certain topics? It can actually affect whether you win or lose a deal. Pricing is a great example of this principle.

The top salespeople wait to talk about pricing. They know it’s important to demonstrate their product’s value first.

pricing discussions should happen after you establish value

Set an agenda at the start of your call so your buyer knows when to expect a pricing discussion. They’ll be less likely to raise it early, and if they do, you can refer back to the agenda.

Open with something like, " I’d like to talk about A, B, and C on our call today. Then we can go over pricing at the end and -- if it makes sense for you -- talk about next steps. Does that work for you?"

You’re all set.

12. Reference your competitors.

Our data shows that you’re more likely to win a deal if you talk about the competition early in the sales process instead of ignoring them completely.


For best results, practice this during your first sales presentation. Waiting until the end of your sales process puts you into a dangerous red zone. Your buyers will already have formed opinions, and they’ll be harder to change.

In other words, at the end of the day, buyers will justify a decision they made early in the process, which is why it’s critical to set yourself up as the winner early on. Talk about the competition in your presentation. Put the conversation out there. Get your buyer to see you through that lens, and you’re golden.

Over To You

You now have 15 new tips and techniques to throw down this quarter. Many of these data-backed moves come from Gong.io’s own findings and have proven to be effective for us. Implement them, and I know you’ll boost your numbers.

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QBR Presentation Template

Review key metrics and results from the last quarter to show clients how your business provides value with the QBR template.

Trusted by 65M+ users and leading companies

About the QBR Presentation Template 

Use Miro’s QBR Presentation Template to review the results from the previous quarter with your clients and make an action plan for the upcoming quarter. Take a closer look at their revenue, return on investment (ROI), and objectives and key results (OKRs) to show how you’ve added value to their business. 

What is a QBR presentation? 

A QBR (quarterly business review) presentation is a periodic client meeting. During the meeting, you’ll reflect on all the progress you’ve made in the past 90 days, showing customers the impact of your product or service on their business. This could be an increase in sales growth, a positive change in brand perception, or reaching a wider audience. 

You’ll review all this information with your customer and use it to identify future business goals and find areas for improvement. 

How to use the QBR Presentation Template

Miro’s digital workspace is the perfect online tool for keeping track of sales performance and sharing notes about your customer relationships. With our Quarterly Business Review Presentation Template, your sales team can pull all this key information from the last quarter. 

Follow these steps to put our template to good use. 

Step 1: Select this template. Start by selecting this QBR template. It’s free to use, and you can start using it immediately. 

Step 2: Edit the presentation template. Now, it’s time to customize the template. You’ll notice that our slides have placeholder text but don’t worry. It’s easy to customize and edit the text to suit your presentation. You can also add new slides, take slides out of the presentation, and rearrange the slide order. If you want to add your own branding and color scheme to the presentation, simply add your colors to Miro’s board and upload your company logo. 

Step 3: Add your introduction. With your presentation structure in place, it’s time to add content. Start by introducing the meeting, providing an agenda, and outlining the purpose of the meeting. 

Step 4: Outline the current position. Get everyone on the same page by outlining your current position. To do this, use competitor analysis . This will show clients how they fare in relation to their competitors and where they currently sit in the marketplace. 

Step 5: Detail the financial performance. Add all the information about your financial performance to show clients the impact your product or service has had. For example, you might want to discuss their revenue and how working with you has (hopefully) increased it. Use Miro’s charts to display this information and highlight key trends and data points. 

Step 6: Create the future roadmap. After reviewing the past three months, you must look to the future. This is where you’ll outline your plan for the next 90 days and the results you expect to see. 

Step 7: Get feedback. Before the actual QBR meeting, share your presentation with colleagues to get feedback. With the QBR template, colleagues can add notes and suggestions directly into the presentation, making it easier for you to make changes. 

Step 8: Deliver the presentation. After you’ve taken any feedback on board, you’ll be ready to deliver the final presentation. On the big day, simply select presentation mode to jump into the presentation. This will project the presentation in full-screen (and don’t worry, any notes or comments from collaborators will be hidden). 

What should be included in a quarterly business review presentation? 

Although every quarterly presentation is different, they all include the following information: 

An overview of your product’s implementation and usage goals

A review of business objectives and performance (including ROI, OKRs, and quantifying customer value)

A rundown of the challenges you faced

A preview of upcoming improvements

A collaborative discussion with your client about your future actions

Tips for giving QBR presentations 

When presenting quarterly reviews, you can follow some best practices to ensure the meeting goes as smoothly as possible. 

Be honest about your performance. If you didn’t perform as expected, be honest about it. Tell your client why this happened, explain what you’ve learned from the experience, and outline what you’ll do differently in the future.  

Focus on the big picture. Your client doesn’t need to know the ins and outs of everything you’ve done over the past quarter. The meeting should be top-level, showing your client what you’ve done on a broader scale. 

Create a professional presentation. Show your clients you’re reliable and trustworthy by delivering a professional presentation. Using a QBR presentation template, you can deliver a well-structured and visually appealing presentation.

How do I start a QBR presentation?

Create a compelling QBR presentation by telling a story. Start by setting the scene with an overview of product implementation and move through the rest of the presentation to build on this initial story. By the end, your client should have a clear picture of what you’ve achieved, how it helped their business, and what you plan to do in the future.

How many slides should a QBR deck have?

A QBR presentation deck is typically no more than 15 slides, but it can be more or less depending on how much information you need to go through. The entire presentation should be no longer than an hour (that’s 30 minutes to review the past and 30 minutes to plan the future).

Who should attend a QBR?

The QBR meeting should be with the key, customer-focused stakeholders from your side of the business and the decision-makers from your client’s company.

Can QBR presentation templates be used for different businesses or industries?

Yes, QBR templates can be adapted to suit various businesses and industries. The key is to tailor the content and metrics to align with the specific goals and performance indicators relevant to your industry.

Is it necessary to review previous QBR presentations?

Reviewing past QBR presentations helps track progress over time and identify trends or patterns. It can provide insights into what's working and what needs improvement.

How can I make my QBR template more actionable and results-driven?

To make QBR presentations more actionable, include clear action items, responsible parties, and deadlines for addressing challenges and achieving quarterly goals.

Get started with this template right now.

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Home Blog Business How to Create a Winning Sales Plan Presentation

How to Create a Winning Sales Plan Presentation

Cover for how to create a sales plan presentation

As sales professionals, you are used to writing sales plans, but presenting them to stakeholders is a different story. People in your organization, including executives and decision-makers, often possess high-level industry knowledge and business acumen. They are also incredibly impatient and don’t have time to sit for long presentations. Therefore, your sales plan presentation should go beyond mere information-sharing; it should be about aligning your sales plan with their existing understanding concisely and time-efficiently.

In this article, we will guide you through the process of creating a presentation material based on your sales plan. Expect useful presentation templates along the way!

Table of Contents

Key Elements of an Effective Sales Plan Presentation

Executive summary, goals and objectives, market analysis, sales strategies and tactics, financial projections, contingency plan and risk management.

  • Tips for Sales Presentations

Preparing your sales plan presentation parallels your steps when writing the document. After all, your goal didn’t change; that is, to spell out the objectives, strategies, and implementation measures guiding your sales efforts.

Your sales plan presentation should cover the following elements.

Let’s discuss each component in detail.

An executive summary is the preface to your larger sales plan document, so it should also precede the body of your sales plan presentation. This slide provides a concise overview of the entire sales plan, including your objectives and strategies, setting the stage for what’s to come.

Normally, executive summaries are written in paragraph form proportionate to the report’s length. But it is different when it comes to PowerPoint presentations. Executive summary slides should be visually dynamic to draw the audience’s attention to the most critical information of the report. 

Here’s an example of a sales plan presentation’s executive summary slide . Note that the following slides outline a hypothetical sales plan for FreshBite Delivery, a fictitious company. The data and market trends presented in this example are for illustrative purposes only and do not reflect actual market conditions.

Executive Summary sample slide for a Sales Plan

Following the executive summary is a slide/s that outlines the goals and objectives you want to achieve with your sales efforts. Depending on the size of your organization, this part might cover the specific goals of each department involved in the sale. Imagine being in a larger company; different groups might work parts of the sales process. So, you’d discuss the goals for each of those groups. 

You may talk about when you expect certain things to happen as well. Like, when do you plan to reach certain milestones? For the employees, this helps create a clear line of sight between the goals and their day-to-day work. For decision-makers, this shows where the sales plan is taking the company.

Let’s continue our FreshBite Delivery sales plan and see what a Goals and Objectives slide may look like.

Representation of sales goals in a slide

Presenting the findings of your market analysis activity holds significant importance in proving the validity of your chosen sales goals and strategies. Your market analysis presentation builds confidence among decision-makers that your approach is grounded in a solid understanding of the market’s realities. Through this section, you can also address a crucial concern they often have: whether there’s a genuine demand or space for your products or services.

There are several market analysis templates you can use, but the best ones should allow you to do the following:

  • Assess available market factors (e.g., volume and value)
  • Identify and quantify target customer
  • Identify competitors

For example, FreshBite Delivery’s market analysis presentation could include a slide dissecting the market segments they can turn into customers.

TAM SAM SOM analysis for sales plan presentation

Another option presenters can consider is using a Perceptual Map to present the company’s position against competitors in the same market.

Perceptual Map in a Sales Plan Presentation

Now, it’s time to get into the nitty-gritty of your presentation by talking about your sales strategies and tactics. This part is the heart of your presentation, where you’ll outline the key activities you intend to implement to achieve your sales goals.

So, what should a sales strategy slide include? It should typically answer the following questions:

  • How will we reach our target customers?
  • Who is responsible for what?
  • What’s the timeline for implementation?

Reaching Target Customers

This section zooms in on the methods and channels you’ll use to connect with your intended audience. Can you leverage social media, email campaigns, direct sales calls, or a mix of these approaches?

For example, the sales and marketing team of FreshBite Delivery may launch targeted advertising and search engine marketing campaigns to reach potential customers. They may also offer subscription discounts for long-term commitments to encourage repeat orders. All of these strategies are in line with their sales goal of increasing their monthly revenue.

Representing target customers in a sales plan presentation

Presenting the Team

In your presentation, it’s also important to identify the individuals or teams who will be accountable for different aspects and execution of your sales plan. You’ll want to showcase the connections between individuals and their driving strategies. This demonstrates the coordinated effort that’s underway. Whether it’s the marketing team spearheading digital advertising or the customer support team nurturing customer relationships, this alignment of roles is the backbone of your sales success.

Setting Timelines

In this timeline slide , you will outline the actionable tasks contributing to achieving your sales goal with a clear completion timeline. Each task would be accompanied by its responsible party, a brief description, and a specific completion deadline. You may also list the activities in a way that assumes logical dependencies between tasks. 

Setting timelines in a Gantt Chart for a Sales Plan Presentation

When presenting your sales plan to stakeholders, you outline your company’s growth roadmap. However, numbers speak louder than words, and a well-crafted financial projection serves as a quantitative validation of the strategic path you are advocating. This projection offers a calculated glimpse into the financial outcomes your sales initiatives are poised to generate.

In this section of your presentation, you may include the following:

  • Sales Revenue Projection – an estimate of your expected sales revenue based on your sales strategies, market demand, and historical data.
  • Sales Growth and Market Trends –  anticipated market growth rates and trends that could impact your sales.
  • Cash Flow Projection – a breakdown of the inflow and outflow of cash over a specific period.
  • Break-Even Analysis – the point at which your total revenue equals your total expenses.
  • Churn Rate – the proportion of customers who are leaving.

A sales plan aims to provide your organization with a systematic approach to achieving your revenue goals successfully. However, unforeseen incidents may catch you off guard and disrupt your plan’s progress. It’s paramount to let the stakeholders know that you have a “Plan B.”

According to Forbes Advisor , a contingency plan is a plan that will guide how your team should react to factors that interrupt the normal course of business. On the other hand, risk management is a broader approach focused on identifying and mitigating potential risks before they materialize into disruptions. Both concepts are crucial components of a sales plan.

Here’s a sample presentation of a contingency plan and risk management strategy for our made-up organization, FreshBite Delivery.

Contingency plan slide for a sales plan presentation

Tips for Sales Plan Presentations

1. keep your presentation concise.

When you present a wordy slide during a sales plan presentation with the stakeholders, a lot can go wrong. They may inadvertently read ahead or, worse, lose interest in the presentation altogether. Hence, you need to make a conscious effort to prioritize brevity and clarity in your slides.

One technique that can help you in this regard is the 1-6-6 rule, which suggests that there should only be one main idea for each slide, a maximum of six bullet points, and six words per bullet point.

Guy Kawasaki, on the other hand, suggests that an engaging presentation consists of no more than 10 slides, lasts no longer than 20 minutes, and is no lower than 30 points in size. This is known as the 10/20/30 rule of presentation .

2. Use Graphs, Charts, and Infographics

Sales plan presentations often include data-heavy information that visuals can convey more effectively than words alone.

For example, you can use a bar chart to compare revenue growth over quarters or a pie chart to showcase the percentage distribution of customer segments. You may also utilize a sales funnel to visualize the customer journey and the strategies you must implement for each stage.

Visual representations can simplify complex data, enhance comprehension, and make the information more engaging for your audience.

3. Create Narratives to Connect with the Audience

Stories are one of the most engaging ways to grab an audience and gain support for your strategies in the context of a sales plan presentation. A well-crafted story can illustrate the rationale behind your proposed plan and emotionally connect stakeholders to your vision.

Instead of directly stating your resource requirements, for example, you can weave a story highlighting employees’ challenges in completing a transaction. This demonstrates how these challenges affect revenue and explains why you need more resources to do better.

4. Anticipate Objections

Facing objections during a sales plan presentation can be nerve-wracking, but you can also use them to strengthen your case and increase stakeholder buy-in.

When faced with customer objections , what you need to do is to respond to the real issue. Shift the conversation towards potential solutions and showcase how your strategies address the concerns. Support your response with concrete evidence to add credibility to your arguments.

So, if a stakeholder objects to the potential risks of entering a competitive landscape, highlight your risk mitigation plan and cite market trends to prove that your strategies are grounded on tangible data.

5. Send Follow-Up Info

The next crucial step is to maintain momentum and solidify the impact of your presentation, which you can do by sending follow-up information.

You can start your follow-up email by thanking your audience and concisely summarizing the main points discussed in your presentation. You may also further address objections and reiterate how your strategies solve those concerns.

Don’t forget to attach the complete sales plan document to your email so your audience can revisit and study the content.

Crafting an effective sales plan presentation is paramount for achieving support and buy-in from your organization’s decision-makers. By meticulously analyzing market trends, setting clear goals, and transforming them into insightful presentation materials, your presentation becomes a potent tool for engaging stakeholders and realizing organizational objectives. Our presentation templates can help you level up the clarity of your proposals necessary to secure the backing you need for successful implementation.

1. Simple Executive Summary Slide Template for PowerPoint

quarter sales presentation

You don’t have to go overboard to express the Executive Summary in a Sales Plan Presentation. Work with this visual one-pager slide with three colorful sections to showcase the main business objectives. Clipart icons help to add value to your presentation as visual cues of what the objective is oriented.

Use This Template

2. Executive Summary PowerPoint Template

quarter sales presentation

The Executive Summary slide used in the case study of this guide can be part of your upcoming sales plan presentation. This highly visual template is intended for QBR presentations, as it summarizes the business plan’s milestones, a market analysis, and strategies, and you can even include the company’s vision and operational processes.

Work with the included icons, and resize or reorganize the elements listed in this 100% editable executive summary slide deck.

3. Perceptual Map PowerPoint Template

quarter sales presentation

A selection of 3 layouts to express a Perceptual Map in your sales plan presentations. Using this tool, you can instantly map companies in how they rank according to two key attributes – such as price and quality.

This perceptual map template helps companies understand where their product or service stands in the market compared to other industry actors. Edit the included icons in terms of size, color, and positioning in just seconds.

4. Brand Positioning Map PowerPoint Template

quarter sales presentation

An alternative to express a brand’s stance in the market, use this Brand Positioning Map PowerPoint template to analyze and present your brand against competitors in the same niche according to two ranking metrics. This two-axis map is expressed through multiple formats, such as a simple map diagram, a 3×3 matrix, a multi-map layout, and more. You can edit all details in this template, such as shapes and colors used to represent brands and their overall position.-

5. Member Profile PowerPoint Template

quarter sales presentation

Introduce your team in a detailed format by highlighting their core skills in relation to your company’s sales plan. Using our Member Profile PowerPoint template, we can ditch the dull org chart slides and get your team closer to stakeholders in a layout resembling a website or social media profile.

Try and edit these 3 creative meet-the-team slides, and tailor their color scheme to your branding requirements in just a couple of clicks.

6. Editable Gantt Chart for PowerPoint

quarter sales presentation

Express deadlines, overlapping tasks, and dependencies by using an elegant and simple Gantt Chart Template for PowerPoint. This fully editable template shall help you represent your tasks by using three main properties: Start Date, End Date, and Task Curation Percentage.

This template allows full customization of color, shape sizes, task count, time period, etc., to help presenters narrow down the core areas of their projects in an efficient format. Using a two-tone bar, this Gantt Chart stands out as a sort of 3D graphic, making it an attractive visual asset for your presentation.

7. Financial Projections & Key Metrics Template for PowerPoint

quarter sales presentation

Represent the numbers managed in your financial projections in a visual format. This Financial Projections & Key Metrics Template for PowerPoint uses a table format that is fully editable to cover as many years as required or even lists other metrics than Customer Number, Revenue, Expenses, and Cash Flow.

Easy to update, the pre-made slides cover 2-year, 3-year, 4-year, and 5-year plan projections.

8. Sales Action Plan PowerPoint Template

quarter sales presentation

Use this Sales Action Plan PowerPoint template to turn your sales goals into an actionable plan. The template features two slides with 3 columns for different sales channels: In-Store, Online, and Wholesale. Each slide is a variation of the layout, either in vertical or horizontal format.

List down the core elements of your action plan according to your KPIs, and measurement parameters like projected sales, deadlines, distribution strategy, and more.

9. 30 60 90 Days Plan Timeline Template

quarter sales presentation

Your sales plan presentation can feature a 30-60-90 days Plan Timeline Template to express short-term actions and when is the expected deadline for them. We list five different layouts for this purpose, so presenters can easily adapt these slides to their graphics style.

10. Creative TAM SAM SOM Slides Template

quarter sales presentation

An alternative to this article’s TAM SAM SOM slide, this pyramid format presents the market size subsets in a funnel layout. The usage of this tool is relevant to any business size but particularly relevant to small business owners to initiate their operations with the right selling strategy.

Use this template today and smartly create lead-generation strategies with these insights.

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Presentation Approaches, Sales Filed under Business

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quarter sales presentation

7 Amazing Sales Presentation Examples (And How to Make Them Your Own)

7 Amazing Sales Presentation Examples (And How to Make Them Your Own)

7 Types of Slides to Include In Your Sales Presentation

Inside the mind of your prospect: change is hard, before-after-bridge: the only formula you need to create a persuasive sales presentation, facebook — how smiles and simplicity make you more memorable, contently — how to build a strong bridge, brick by brick, yesware — how to go above and beyond with your benefits, uber — how to cater your content for readers quick to scan, dealtap — how to use leading questions to your advantage, zuora — how to win over your prospects by feeding them dots, linkedin sales navigator — how to create excitement with color, how to make a sales pitch in 4 straightforward steps, 7 embarrassing pitfalls to avoid in your presentation, over to you.

A brilliant sales presentation has a number of things going for it.

Being product-centered isn’t one of them. Or simply focusing on your sales pitch won’t do the trick.

So what can you do to make your offer compelling?

From different types of slides to persuasive techniques and visuals, we’ve got you covered.

Below, we look at data-backed strategies, examples, and easy steps to build your own sales presentations in minutes.

  • Title slide: Company name, topic, tagline
  • The “Before” picture: No more than three slides with relevant statistics and graphics.
  • The “After” picture: How life looks with your product. Use happy faces.
  • Company introduction: Who you are and what you do (as it applies to them).
  • The “Bridge” slide: Short outcome statements with icons in circles.
  • Social proof slides: Customer logos with the mission statement on one slide. Pull quote on another.
  • “We’re here for you” slide: Include a call-to-action and contact information.

Many sales presentations fall flat because they ignore this universal psychological bias: People overvalue the benefits of what they have over what they’re missing.

Harvard Business School professor John T. Gourville calls this the “ 9x Effect .” Left unchecked, it can be disastrous for your business.

the psychology behind a sales presentation

According to Gourville, “It’s not enough for a new product simply to be better. Unless the gains far outweigh the losses, customers will not adopt it.”

The good news: You can influence how prospects perceive these gains and losses. One of the best ways to prove value is to contrast life before and after your product.

Luckily, there’s a three-step formula for that.

  • Before → Here’s your world…
  • After → Imagine what it would be like if…
  • Bridge → Here’s how to get there.

Start with a vivid description of the pain, present an enviable world where that problem doesn’t exist, then explain how to get there using your tool.

It’s super simple, and it works for cold emails , drip campaigns , and sales discovery decks. Basically anywhere you need to get people excited about what you have to say.

In fact, a lot of companies are already using this formula to great success. The methods used in the sales presentation examples below will help you do the same.

We’re all drawn to happiness. A study at Harvard tells us that emotion is contagious .

You’ll notice that the “Before” (pre-Digital Age) pictures in Facebook’s slides all display neutral faces. But the cover slide that introduces Facebook and the “After” slides have smiling faces on them.

This is important. The placement of those graphics is an intentional persuasion technique.

Studies by psychologists show that we register smiles faster than any other expression. All it takes is 500 milliseconds (1/20th of a second). And when participants in a study were asked to recall expressions, they consistently remembered happy faces over neutral ones.

What to do about it : Add a happy stock photo to your intro and “After” slides, and keep people in “Before” slides to neutral expressions.

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

Example: Slide 2 is a picture of a consumer’s hand holding an iPhone — something we can all relate to.

Why It Works: Pictures are more effective than words — it’s called  Picture Superiority . In presentations, pictures help you create connections with your audience. Instead of spoon-feeding them everything word for word, you let them interpret. This builds trust.

Tactic #2: Use Icons

Use icons to show statistics you’re comparing instead of listing them out.

Example: Slide 18 uses people icons to emphasize how small 38 out of 100 people is compared to 89 out of 100.

Why It Works:  We process visuals 60,000 times faster than text.

Tactic #3: Include Statistics

Include statistics that tie real success to the benefits you mention.

Example: “71% lift driving visits to retailer title pages” (Slide 26).

Why It Works:  Precise details prove that you are telling the truth.

Just like how you can’t drive from Marin County to San Francisco without the Golden Gate, you can’t connect a “Before” to an “After” without a bridge.

Add the mission statement of your company — something Contently does from Slide 1 of their deck. Having a logo-filled Customers slide isn’t unusual for sales presentations, but Contently goes one step further by showing you exactly what they do for these companies.

sales presentation

They then drive home the Before-After-Bridge Formula further with case studies:

sales presentation

Before : Customer’s needs when they came on

After: What your company accomplished for them

Bridge : How they got there (specific actions and outcomes)

Here are some other tactics we pulled from the sales presentation:

Tactic #1: Use Graphics/Diagrams

Use graphics, Venn diagrams, and/or equations to drive home your “Before” picture.

Why It Works:  According to a Cornell study , graphs and equations have persuasive power. They “signal a scientific basis for claims, which grants them greater credibility.”

Tactic #2: Keep Slides That Have Bullets to a Minimum

Keep slides that have bullets to a minimum. No more than one in every five slides.

Why It Works:  According to an experiment by the International Journal of Business Communication , “Subjects exposed to a graphic representation paid significantly more attention to , agreed more with, and better recalled the strategy than did subjects who saw a (textually identical) bulleted list.”

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

Example: After stating “15000+ vetted, ready to work journalists searchable by location, topical experience, and social media influence” on Slide 8, Contently shows what this looks like firsthand on slides 9 and 10.

Why It Works:  The same reason why prospects clamor for demos and car buyers ask for test drives. You’re never truly convinced until you see something for yourself.

Which is more effective for you?

This statement — “On average, Yesware customers save ten hours per week” — or this image:

sales presentation

The graphic shows you what that 10 hours looks like for prospects vs. customers. It also calls out a pain that the product removes: data entry.

Visuals are more effective every time. They fuel retention of a presentation from 10% to 65% .

But it’s not as easy as just including a graphic. You need to keep the design clean.

sales presentation

Can you feel it?

Clutter provokes anxiety and stress because it bombards our minds with excessive visual stimuli, causing our senses to work overtime on stimuli that aren’t important.

Here’s a tip from Yesware’s Graphic Designer, Ginelle DeAntonis:

“Customer logos won’t all necessarily have the same dimensions, but keep them the same size visually so that they all have the same importance. You should also disperse colors throughout, so that you don’t for example end up with a bunch of blue logos next to each other. Organize them in a way that’s easy for the eye, because in the end it’s a lot of information at once.”

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

Personalize your final slide with your contact information and a headline that drives emotion.

Example: Our Mid-Market Team Lead Kyle includes his phone number and email address with “We’re Here For You”

Why It Works: These small details show your audience that:

  • This is about giving them the end picture, not making a sale
  • The end of the presentation doesn’t mean the end of the conversation
  • Questions are welcomed

Tactic #2: Pair Outcome Statements With Icons in Circles

Example: Slide 4 does this with seven different “After” outcomes.

Why It Works:  We already know why pictures work, but circles have power , too. They imply completeness, infiniteness, and harmony.

Tactic #3: Include Specific Success Metrics

Don’t just list who you work with; include specific success metrics that hit home what you’ve done for them.

Example: 35% New Business Growth for Boomtrain; 30% Higher Reply Rates for Dyn.

Why It Works:  Social proof drives action. It’s why we wait in lines at restaurants and put ourselves on waitlists for sold-out items.

People can only focus for eight seconds at a time. (Sadly, goldfish have one second on us.)

This means you need to cut to the chase fast.

Uber’s headlines in Slides 2-9 tailor the “After” picture to specific pain points. As a result, there’s no need to explicitly state a “Before.”

sales presentation

Slides 11-13 then continue touching on “Before” problems tangentially with customer quotes:

sales presentation

So instead of self-touting benefits, the brand steps aside to let consumers hear from their peers — something that sways 92% of consumers .

Leading questions may be banned from the courtroom, but they aren’t in the boardroom.

DealTap’s slides ask viewers to choose between two scenarios over and over. Each has an obvious winner:

sales presentation example

Ever heard of the Focusing Effect?

It’s part of what makes us tick as humans and what makes this design move effective. We focus on one thing and then ignore the rest. Here, DealTap puts the magnifying glass on paperwork vs. automated transactions.

Easy choice.

Sure, DealTap’s platform might have complexities that rival paperwork, but we don’t think about that. We’re looking at the pile of work one the left and the simpler, single interface on the right.

Here are some other tactics to use in your own sales presentation:

Tactic #1: Tell a Story

Tell a story that flows from one slide to the next.

Example: Here’s the story DealTap tells from slides 4 to 8: “Transactions are complicated” → “Expectations on all sides” → “Too many disconnected tools” → “Slow and error prone process” → “However, there’s an opportunity.

Why It Works:   Storytelling in sales with a clear beginning and end (or in this case, a “Before” and “After”) trigger a trust hormone called Oxytocin.

Tactic #2: This vs. That

If it’s hard to separate out one “Before” and “After” vision with your product or service because you offer many dissimilar benefits, consider a “This vs. That” theme for each.

Why It Works:  It breaks up your points into simple decisions and sets you up to win emotional reactions from your audience with stock photos.

Remember how satisfying it was to play connect the dots? Forming a bigger picture out of disconnected circles.

That’s what you need to make your audience do.


Zuora tells a story by:

  • Laying out the reality (the “Before” part of the Before-After-Bridge formula).
  • Asking you a question that you want to answer (the “After”)
  • Giving you hints to help you connect the dots
  • Showing you the common thread (the “Bridge”)

You can achieve this by founding your sales presentation on your audience’s intuitions. Set them up with the closely-set “dots,” then let them make the connection.

Here are more tactical sales presentation ideas to steal for your own use:

Tactic #1: Use Logos and Testimonials

Use logos and  testimonial pull-quotes for your highest-profile customers to strengthen your sales presentation.

Example: Slides 21 to 23 include customer quotes from Schneider Electric, Financial Times, and Box.

Why It Works: It’s called  social proof . Prospects value other people’s opinions and trust reputable sources more than you.

Tactic #2: Include White Space

Pad your images with white space.

Example: Slide 17 includes two simple graphics on a white background to drive home an important concept.

Why It Works:  White space creates separation, balance, and attracts the audience’s eyes to the main focus: your image.

Tactic #3: Incorporate Hard Data

Incorporate hard data with a memorable background to make your data stand out.

Example: Slide 5 includes statistics with a backdrop that stands out. The number and exciting title (‘A Global Phenomenon’) are the main focuses of the slide.

Why It Works:  Vivid backdrops are proven to be memorable and help your audience take away important numbers or data.

Psychology tells us that seeing colors can set our mood .

The color red is proven to increase the pulse and heart rate. Beyond that, it’s associated with being active, aggressive, and outspoken. LinkedIn Sales Navigator uses red on slides to draw attention to main points:


You can use hues in your own slides to guide your audience’s emotions. Green gives peace; grey adds a sense of calm; blue breeds trust. See more here .

Tip: You can grab free photos from Creative Commons and then set them to black & white and add a colored filter on top using a (also free) tool like Canva . Here’s the sizing for your image:


Caveat: Check with your marketing team first to see if you have a specific color palette or brand guidelines to follow.

Here are some other takeaways from LinkedIn’s sales presentation:

Tactic #1: Include a CTA on Final Slide

Include one clear call-to-action on your final slide.

Example: Slide 9 has a “Learn More” CTA button.

Why It Works:  According to the Paradox of Choice , the more options you give, the less likely they are to act.

Step One : Ask marketing for your company’s style guide (color, logo, and font style).

Step Two: Answer these questions to outline the “Before → After → Bridge” formula for your sales pitch :

  • What are your ICP’s pain points?
  • What end picture resonates with them?
  • How does your company come into play?

Step Three: Ask account management/marketing which customers you can mention in your slides (plus where to access any case studies for pull quotes).

Step Four:  Download photos from Creative Commons . Remember: Graphics > Text. Use Canva to edit on your own — free and fast.

sales presentation pitfalls

What are the sales presentation strategies that work best for your industry and customers? Tweet us:  @Yesware .

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Casey O'Connor

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Lowe's Reports Fourth Quarter 2023 Sales and Earnings Results


— Comparable Sales Decreased 6.2%; Diluted EPS of $1 .77—

— Provides Full Year 2024 Outlook —

MOORESVILLE, N.C. , Feb. 27, 2024 /PRNewswire/ -- Lowe's Companies, Inc. (NYSE: LOW) today reported net earnings of $1.0 billion and diluted earnings per share (EPS) of $1.77 for the quarter ended Feb. 2, 2024, compared to diluted EPS of $1.58 in the fourth quarter of 2022, which included pre-tax transaction costs of $441 million associated with the sale of our Canadian retail business.  Excluding the transaction costs in the prior year, fourth quarter 2022 adjusted diluted EPS 1 was $2.28 .

Lowe's Companies, Inc. Logo. (PRNewsFoto/Lowe's Companies, Inc.)

Total sales for the quarter were $18.6 billion , 2 compared to $22.4 billion in the prior year quarter. Prior-year quarterly sales included approximately $1.4 billion from the additional 53 rd week, as well as $958 million generated from our Canadian retail business.

Comparable sales 3 for the quarter decreased 6.2% due to a slowdown in DIY demand and unfavorable January winter weather, while Pro customer comparable sales were flat for the quarter.

"This quarter we delivered strong operating profit and improved customer satisfaction, despite the continued pullback in DIY spending," commented Marvin R. Ellison, Lowe's chairman, president and CEO. "We remain confident in the long-term strength of the home improvement market, and we are making the right investments in our Total Home strategy to take share. We are also pleased to award $140 million in discretionary bonuses to our frontline associates in recognition of their exceptional customer service in 2023."

As of Feb. 2, 2024, Lowe's operated 1,746 stores representing 194.9 million square feet of retail selling space.

Capital Allocation The company remains committed to a best-in-class capital allocation strategy focused on driving long-term, sustainable shareholder value. During the quarter, the company repurchased approximately 1.9 million shares for $404 million , and it repurchased 29.9 million shares for $6.3 billion for the year.

The company also paid $633 million in dividends in the fourth quarter and $2.5 billion in dividends for the year. In total, the company returned $8.9 billion to shareholders through share repurchases and dividends in fiscal 2023.

The company is introducing its outlook for full year 2024, which reflects near-term macroeconomic uncertainty.

Full Year 2024 Outlook

  • Total sales of $84 to $85 billion
  • Comparable sales expected to be down -2 to -3% as compared to prior year
  • Operating income as a percentage of sales (operating margin) of 12.6% to 12.7%
  • Interest expense of approximately $1.4 billion
  • Effective income tax rate of approximately 25%
  • Diluted earnings per share of approximately $12.00 to $12.30
  • Capital expenditures of approximately $2 billion

A conference call to discuss fourth quarter 2023 operating results is scheduled for today, Tuesday, Feb. 27, at 9 a.m. ET. The conference call will be available by webcast and can be accessed by visiting Lowe's website at ir.lowes.com and clicking on Lowe's Fourth Quarter 2023 Earnings Conference Call Webcast. Supplemental slides will be available approximately 15 minutes prior to the start of the conference call. A replay of the call will be archived at ir.lowes.com.

Lowe's Companies, Inc. (NYSE: LOW) is a FORTUNE® 50 home improvement company serving approximately 16 million customer transactions a week in the United States . With total fiscal year 2023 sales of more than $86 billion , Lowe's operates over 1,700 home improvement stores and employs approximately 300,000 associates. Based in Mooresville, N.C., Lowe's supports the communities it serves through programs focused on creating safe, affordable housing and helping to develop the next generation of skilled trade experts. For more information, visit Lowes.com.

This press release includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995.  Statements including words such as "believe", "expect", "anticipate", "plan", "desire", "project", "estimate", "intend", "will", "should", "could", "would", "may", "strategy", "potential", "opportunity", "outlook", "scenario", "guidance", and similar expressions are forward-looking statements.  Forward-looking statements involve, among other things, expectations, projections, and assumptions about future financial and operating results, objectives (including objectives related to environmental, social, and governance matters), business outlook, priorities, sales growth, shareholder value, capital expenditures, cash flows, the housing market, the home improvement industry, demand for products and services including customer acceptance of new offerings and initiatives, share repurchases, Lowe's strategic initiatives, including those relating to acquisitions and dispositions and the impact of such transactions on our strategic and operational plans and financial results.  Such statements involve risks and uncertainties, and we can give no assurance that they will prove to be correct.  Actual results may differ materially from those expressed or implied in such statements.

A wide variety of potential risks, uncertainties, and other factors could materially affect our ability to achieve the results either expressed or implied by these forward-looking statements including, but not limited to, changes in general economic conditions, such as volatility and/or lack of liquidity from time to time in U.S. and world financial markets and the consequent reduced availability and/or higher cost of borrowing to Lowe's and its customers, slower rates of growth in real disposable personal income that could affect the rate of growth in consumer spending, inflation and its impacts on discretionary spending and on our costs, shortages, and other disruptions in the labor supply, interest rate and currency fluctuations, home price appreciation or decreasing housing turnover, age of housing stock, the availability of consumer credit and of mortgage financing, trade policy changes or additional tariffs, outbreaks of pandemics, fluctuations in fuel and energy costs, inflation or deflation of commodity prices, natural disasters, armed conflicts, acts of both domestic and international terrorism, and other factors that can negatively affect our customers.

Investors and others should carefully consider the foregoing factors and other uncertainties, risks and potential events including, but not limited to, those described in "Item 1A - Risk Factors" in our most recent Annual Report on Form 10-K and as may be updated from time to time in Item 1A in our quarterly reports on Form 10-Q or other subsequent filings with the SEC. All such forward-looking statements speak only as of the date they are made, and we do not undertake any obligation to update these statements other than as required by law.      

Lowe's Companies, Inc. Non-GAAP Financial Measure Reconciliation (Unaudited)

To provide additional transparency, the Company has presented a comparison to the non-GAAP financial measure of adjusted diluted earnings per share for the three months ended February 3, 2023.  This measure excludes the impact of a certain item, further described below, not contemplated in Lowe's Business Outlook to assist analysts and investors in understanding the comparison of operational performance to the fourth quarter of fiscal 2022.

Fiscal 2022 Impacts During fiscal 2022, the Company recognized financial impacts from the following, not contemplated in the Company's Business Outlook for fiscal 2022:

  • In the fourth quarter of fiscal 2022, the Company recognized pre-tax transaction costs totaling $441 million , consisting of the loss on the sale and other closing costs associated with the sale of the Canadian retail business (Canadian retail business transaction).

Adjusted diluted earnings per share should not be considered an alternative to, or more meaningful indicator of, the Company's diluted earnings per share as prepared in accordance with GAAP.  The Company's methods of determining non-GAAP financial measures may differ from the method used by other companies and may not be comparable.

A reconciliation between the Company's GAAP and non-GAAP financial results is shown below and available on the Company's website at ir.lowes.com.


SOURCE Lowe's Companies, Inc.

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Best Buy warns of layoffs as it issues soft full-year guidance


  • Best Buy surpassed Wall Street's revenue and earnings expectations for the holiday quarter on Thursday.
  • But the retailer warned of another year of softer sales and said it would lay off workers and cut other costs across the business.
  • In a news release Thursday, CEO Corie Barry said Best Buy expects the coming year to be one "of increasing industry sales stabilization."

In this article

Best Buy surpassed Wall Street's revenue and earnings expectations for the holiday quarter on Thursday, even as the company navigated through a period of tepid consumer electronics demand.

But the retailer warned of another year of softer sales and said it would lay off workers and cut other costs across the business. CEO Corie Barry offered few specifics, but said the company has to make sure its workforce and stores match customers' changing shopping habits. Cuts will free up capital to invest back into the business and in newer areas, such as artificial intelligence, she added.

"This is giving us some of that space to be able to reinvest into our future and make sure we feel like we are really well positioned for the industry to start to rebound," she said on a call with reporters.

For this fiscal year, Best Buy anticipates revenue will range from $41.3 billion to $42.6 billion. That would mark a drop from the most recently ended fiscal year, when full-year revenue totaled $43.45 billion. It said comparable sales will range from flat to a 3% decline.

The retailer plans to close 10 to 15 stores this year after shuttering 24 in the past fiscal year.

One challenge that will affect sales in the year ahead: it is a week shorter. Best Buy said the extra week in the past fiscal year lifted revenue by about $735 million and boosted diluted earnings per share by about 30 cents.

Shares of Best Buy closed more than 1% higher Thursday after briefly touching a 52-week high of $86.11 earlier in the session.

Here's what the consumer electronics retailer reported for its fiscal fourth quarter of 2024 compared with what Wall Street was expecting, based on a survey of analysts by LSEG, formerly known as Refinitiv:

  • Earnings per share: $2.72, adjusted vs. $2.52 expected
  • Revenue: $14.65 billion vs. $14.56 billion expected

A dip in demand, but a better-than-feared holiday

Best Buy has dealt with slower demand in part due to the strength of its sales during the pandemic. Like home improvement companies, Best Buy saw outsized spending as shoppers were stuck at home. Plus, many items that the retailer sells like laptops, refrigerators and home theater systems tend to be pricier and less frequent purchases.

The retailer has cited other challenges, too: Shoppers have been choosier about making big purchases while dealing with inflation-driven higher prices of food and more. Plus, they've returned to splitting their dollars between services and goods after pandemic years of little activity.

Even so, Best Buy put up a holiday quarter that was better than feared. In the three-month period that ended Feb. 3, the company's net income fell by 7% to $460 million, or $2.12 per share, from $495 million, or $2.23 per share in the year-ago period. Revenue dropped from $14.74 billion a year earlier.

Comparable sales, a metric that includes sales online and at stores open at least 14 months, declined 4.8% during the quarter as shoppers bought fewer appliances, mobile phones, tablets and home theater setups than the year-ago period. Gaming, on the other hand, was a strong sales category in the holiday quarter.

In the U.S., Best Buy's comparable sales dropped 5.1% and its online sales decreased by 4.8%.

During the quarter, traditional holiday shopping days were Best Buy's strongest, CFO Matt Bilunas said on the company's earnings call. Comparable sales were down 5% year over year in November but fell just 2% in December around the gift-giving holidays. January was the weakest month during the quarter with comparable sales down 12%, he said.

Barry said customers "were very deal-focused through the holiday season." Sales on days known for deep discounts like Black Friday and the week of Cyber Monday matched expectations, but the December sales lull was worse than expected.

Demand was stronger than the company anticipated in the four days before Christmas.

Signs of 'stabilization'

On the earnings call, Barry said Best Buy expects the coming year to be one "of increasing industry sales stabilization."

She said the company is "focused on sharpening our customer experiences and industry positioning," along with driving up its operating income rate. That metric is expected to improve in the coming year.

Strength in services revenue, which includes fees from its annual membership program , in-home installation and repairs, has helped to offset weaker demand for new items. It's a growth area that the company expects will persist in the coming year.

Some gains in its service business came from a switch to My Best Buy, a three-tiered membership program that ranges in price from free to $179.99 per year depending on the perks and benefits.

The company removed home installations as a perk of that program, which Barry said on a call with reporters resulted in more people choosing to pay for that service.

As of the end of the fiscal year, My Best Buy had 7 million paid members. She said customers who belong to the program spent more at Best Buy than those who don't.

Barry said Best Buy's services will help the retailer stand out, especially as customers seek guidance as artificial intelligence becomes part of more devices.

The retailer has been waiting for customers to upgrade and replace their consumer electronics after the pandemic-induced wave. There are some signs that cycle has begun, Barry said on the earnings call. For example, she said, year-over-year comparable sales for laptops turned positive in the fiscal fourth quarter and have remained positive in the first quarter.

She cited other positive indicators, too, including cooling inflation and "green shoots" in the housing market. Sales at Best Buy are not directly correlated to the housing market, which has seen slower turnover, but home purchases do tend to spur appliance and TV purchases, she said.

Best Buy paid dividends of $198 million and spent $70 million on share buybacks during the period. On Thursday, the company said its board of directors had approved a 2% increase in the regular quarterly dividend to 94 cents per share, which will be paid in April.

As of Thursday's close, Best Buy's stock is up roughly 3% so far this year. The company has underperformed the approximately 7% gains of the S&P 500 during that period. Best Buy has a market value of about $17.4 billion.

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Macy’s to close 150 namesake stores as sales slip, pivot to luxury with new Bloomingdale’s locations

The Macy's store at Union Square is seen in San Francisco, Tuesday, Feb. 27, 2024. Macy's will close 150 unproductive namesake stores over the next three years including 50 by year-end, the department store operator said Tuesday after posting a fourth-quarter loss and declining sales. (AP Photo/Eric Risberg)

The Macy’s store at Union Square is seen in San Francisco, Tuesday, Feb. 27, 2024. Macy’s will close 150 unproductive namesake stores over the next three years including 50 by year-end, the department store operator said Tuesday after posting a fourth-quarter loss and declining sales. (AP Photo/Eric Risberg)

The Macy’s store overlooking Union Square is seen in San Francisco, Tuesday, Feb. 27, 2024. Macy’s will close 150 unproductive namesake stores over the next three years including 50 by year-end, the department store operator said Tuesday after posting a fourth-quarter loss and declining sales. The Union Square store is among dozens it’s considering closing. (AP Photo/Eric Risberg)

People enter the Macy’s store at Union Square in San Francisco, Tuesday, Feb. 27, 2024. Macy’s will close 150 unproductive namesake stores over the next three years including 50 by year-end, the department store operator said Tuesday after posting a fourth-quarter loss and declining sales. (AP Photo/Eric Risberg)

FILE - A Macy’s department store is in Bay Shore, Long Island, New York, on Tuesday, Dec. 12, 2023. Arkhouse Management is nominating nine people for Macy’s board of directors, igniting a proxy battle after the department store operator rejected a $5.8 billion takeover offer from the investment firm and Brigade Capital Management. Macy’s Inc. said Tuesday, Feb. 20, 2024, that it had been seeking additional financing information from Arkhouse and Brigade to possibly advance talks with its board.(AP Photo/Ted Shaffrey, File)

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quarter sales presentation

NEW YORK (AP) — Macy’s will close 150 unproductive namesake stores over the next three years including 50 by year-end, the department store operator said Tuesday after posting a fourth-quarter loss and declining sales.

As part of the strategy, Macy’s aims to upgrade its remaining 350 stores, with plans to add more salespeople to fitting areas and shoe departments, while adding more visual displays like mannequins. At the same time, the company signaled a pivot to luxury, which has fared better overall. It said it would open 15 of its higher end Bloomingdale’s stores and 30 of its luxury Bluemercury cosmetics locations.

The Macy’s stores set to close account for 25% of overall square footage but less than 10% of its sales, the company said.

Macy’s did not provide a list of planned closures, but San Francisco’s Mayor, London Breed, confirmed that the retailer’s sprawling store in the city’s Union Square downtown shopping district would be shuttered. While not among the first 50 to be closed, Breed said she was told by Macy’s that it is seeking a buyer for the San Francisco property.

AP AUDIO: Macy’s to close 150 namesake stores as sales slip, pivot to luxury with new Bloomingdale’s locations.

AP correspondent Seth Sutel reports a big retailer is downsizing.

“It’s hard to think of Macy’s not being part of our city anymore,” she said.

(AP Illustration/Jenni Sohn)

Macy’s store closures marked the second biggest store cuts since February 2020 when it announced it was closing 125 of its least-productive stores and cutting 2,000 corporate jobs.

While reporting fourth-quarter adjusted net income and revenue that topped Wall Street expectations, Macy’s offered a muted outlook for the year.

“We are making the necessary moves to reinvigorate relationships with our customers through improved shopping experiences, relevant assortments and compelling value,” said Macy’s CEO Tony Spring , former CEO of Bloomingdale’s who succeeded Jeff Gennette earlier this month.

Shares of New York-based Macy’s Inc. rose 3.4%, or 65 cents, to close at $19.95 Tuesday.

The plans come as the department store chain faces a proxy fight from Arkhouse Management , which nominated a slate of nine director for election to Macy’s board last week. Last month, Macy’s rejected a $5.8 billion takeover offer from the hedge fund and Brigade Capital Management, an investment manager.

Activist investors and pressure to increase sales are just two critical issues facing the new CEO.

Even before the pandemic, department stores were facing intense competition from online rivals. Neiman Marcus and JCPenney filed for bankruptcy protection, emerging as smaller entities.

Consumers have proven resilient and willing to shop even after a bout of inflation, though behaviors have shifted, with some Americans trading down to lower priced goods.

Spring told analysts that while inflation has slowed, so has labor and wage growth.

“As such, we expect our consumer to remain under pressure,” said Spring, noting the company has to fight for market share in a tough environment. Even “aspirational” luxury shoppers have pulled back, he said.

Macy’s is maneuvering to shore up sales by accelerating the expansion of small-format stores that can provide more convenience to its customers. It announced plans in October to add up to 30 small-format locations through the fall of 2025, bringing the total number to roughly 42. The next round of expansion starts in the fall.

Yet Macy’s is still cutting jobs to lower costs. In January, Macy’s said it would trim about 3.5% of its total workforce, roughly 2,350 employees, and close five locations. Spring told The Associated Press during a phone interview that he didn’t have an estimated number of workers impacted since the closures will happen over a three-year period.

Arkhouse and Brigade offered $21 for each of the remaining shares in Macy’s they don’t already own. Macy’s said it had had concerns about the financing plan and the value of the offer.

Last week, Macy said that it was seeking additional financing information from Arkhouse and Brigade to potentially advance talks with its board. Rather than providing that additional information, Macy’s said Arkhouse sought to extend its director nomination window by 10 days.

Spring told analysts the retailer still believes in its physical footprint.

“We believe in stores,” he said. “We have to focus on making sure that we have the best stores, not the largest number of stores.”

The strategy comes after Macy’s surveyed 60,000 customers about what they liked and disliked about the shopping experience. What they found was that customers wanted less cluttered stores and more service. Macy’s also is overhauling its private brands, which help stores stand out and also have better profit margins. The company is focusing on upgrading the first group of 50 Macy’s namesake stores, which will act as “incubators,” Spring told The AP.

Macy’s had a quarterly loss of $71 million, or 26 cents per share. Adjusted for impairment and restructuring charges, Macy’s earned $2.45 per share, topping Wall Street projections for $1.98, according to FactSet.

That compares with a profit of $508 million last year in the same period.

Sales fell nearly 2% to $8.12 billion but still better than the $8.09 billion that industry analysts had expected.

Online sales decreased 4% while sales at stores were roughly flat.

Overall, comparable sales, which included sales at stores and its digital channels opened at least a year, slipped 5.4%.

At its namesake stores, sales at stores opened at least a year fell 6% including its licensed business during the latest quarter, while the metric at Bloomingdale’s was down 1.5%.

The company expects profit for the current fiscal year in the range of $2.45 to $2.85 per share, while sales should range from $22.2 billion to $22.9 billion.

Analysts were expecting an annual profit of $2.77 per share on sales of $22.81 billion.

Follow Anne D’Innocenzio: http://twitter.com/ADInnocenzio

This story has been updated to correct that analysts are expecting Macy’s to post sales of $22.81 billion in its current fiscal year. Not $22.81.



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Top 10 Quarterly Review Templates with Examples and Samples

Top 10 Quarterly Review Templates with Examples and Samples

Deepika Dhaka


Quarterly Reviews are a transformative practice for organizations seeking growth and improvement. With diligent measuring and managing performance at regular intervals, businesses stay on track and drive meaningful change. In this blog, we will explore the impact of Quarterly Reviews and how structured templates on it act as guiding tools for success.

Quarterly review templates are a lifeline for organizations. With consistency in evaluation and progress tracking, these templates allow for easy comparison across quarters, ensuring a holistic approach to improvement. These foster a results-driven culture and streamline communication and collaboration by aligning Key Performance Indicators to strategic goals.

Actionable Insights from Data

Quarterly review templates help organizations extract insights from data collected. By analyzing achievements, challenges, and opportunities, patterns, and trends can be identified, enabling informed decision-making and strategic planning. This empowers organizations to transform data into actionable steps, driving positive change.

A Culture of Continual Improvement

Embracing Quarterly Review templates fosters a culture of continual improvement. Through iterative reviews, organizations learn from experiences, adapt strategies, and proactively pursue growth. With each review, they get closer to achieving their full potential.

1 0 Best Quarterly Review Templates to Boost Productivity

If you are searching for effective Quarterly Review Templates that will provide long-lasting support, you are at the right spot. SlideTeam offers a comprehensive repository with a vast collection of the most popular templates that businesses worldwide are using. These PowerPoint Layouts empower you to conduct impactful Quarterly Reviews and drive success for your organization.

The 100% customizable nature of the templates provides you with the desired flexibility to edit your presentations. The content-ready slides give you the much-needed structure.

Let’s explore these PPT Templates one by one!

Template 1: Quarterly Strategic Business Review

Level up your Quarterly Business Reviews with our powerhouse deck of well-structured templates! This complete package offers everything you need to plan, report, track, and organize every detail of your reviews. We've got you covered, from comprehensive business review plans to detailed reports, status updates, and schedules. But that's not all! This deck includes pre-designed slides showcasing processes, performance dashboards, and agendas. The aim is to ensure you cover every aspect of improving employee performance. It's a one-stop solution to elevate your Quarterly Business Reviews (QBRs) and drive tangible results. Download now!

Quarterly Strategic Business Review

Download this presentation

Template 2: Quarterly Business Review Presentation Template

Take charge of your growth by monitoring your performance through this presentation diagram. This powerful tool empowers you to track and manage your growth rate, ensuring you stay on top of the game. By analyzing qualitative and quantitative methods, this PPT Template aids top management in making informed decisions that boost business visibility and drive success. It also lets you showcase your business review results, painting a clear and compelling picture of your sales and growth. Engage clients, stakeholders, and others with slides that provide a deep understanding of your business's progress.

Quarterly Business Review Presentation Template

Template 3: Quarterly Sales Performance Review Template

Elevate your quarterly sales performance review presentation with our impressive PPT example. This readymade sample file enables thorough performance management, evaluation, and review for future success. The QBR marketing presentation deck sets the tone for sales meetings, ensuring efficient goal achievement. Showcase sales data relations and cost-saving methods for organizational development. Capture attention with creative template designs addressing all aspects of an operational review meeting. Download now!

Quarterly Sales Performance Review Template

Template 4: One-Page Quarterly Business Review Report

Introducing this efficient one-page QBR template that covers all bases. With dedicated sections for financial performance, including EBITDA, Net Revenue, and more, you can showcase your company's achievements. Additionally, highlight client and project updates, per-product sales, and total sales, and compare your performance with competitors. Don't miss out on this opportunity to streamline your QBR process. Download now!

One Page Quarterly Business Review Report

Download this template

Template 5: Quarterly Strategic Business Project Review Report

Introducing our consolidated review report template, designed to showcase your progress with precision. This comprehensive PPT Slide features earmarked sections for the project name, current and previous status, costs, benefits, milestones, and more. You can effectively evaluate the program scope, identify key risks, and outline steps for the next quarter. Furthermore, use the comments and recommendations section at the bottom to provide insights for improvement. Download now!

Quarterly Strategic Business Project Review Report

Template 6: Quarterly Strategic Business Review Plan

Searching for a short template to define your purpose, key objectives, initiatives, and KPIs? Look no further! This PPT Slide enables you to seamlessly review annual performance divided into four quarters. Simply type in your text to the provided sections based on your requirements, and you're ready to deliver a compelling presentation. Download now and streamline your performance reviews with ease!

Quarterly Strategic Business Review Plan

Template 7: Quarterly Strategic Review Meeting Agenda

Unlock the power of effective and seamless reviews with our game-changing template! Say goodbye to confusion and hello to clarity with a simple layout that defines your weekly, monthly, and quarterly reviews. With sections for date, title, participants, and meeting agenda, this foolproof template ensures your team recalls crucial details quickly. Don't let valuable information slip through the cracks – streamline your review process and drive success like never before. Get your hands on this indispensable tool today and give wings to your team's productivity!

Quarterly Strategic Review Meeting Agenda

Template 8: Quarterly Business Review Meeting Summary

This dynamic tool encapsulates the essence of success in a concise and impactful manner. Streamline your meeting summaries with ease as this template captures key insights, accomplishments, challenges, and actionable next steps. Leave a lasting impression on stakeholders as you showcase your quarterly progress like a true industry leader. Elevate your meetings to new heights of efficiency and effectiveness with this must-have slide. Don't miss out on the secret to mastering your QBRs – download this presentation template now!

Quarterly Business Review Meeting Summary

Template 9: Quarterly Strategic Business Review Schedule

Revolutionize your strategic business reviews with this power-packed template! This game-changing tool simplifies and organizes your quarterly review schedule, ensuring you stay on track and maximize productivity. Effortlessly plan and execute impactful sessions that align with your business goals, driving success like never before. Don't settle for the ordinary — unleash the full potential of your quarterly strategic business reviews with this not-to-be-missed presentation template with achievable goals and timelines.

Quarterly Strategic Business Review Schedule

Template 10: Four-Point Agenda for Quarterly Business Review Meeting

This game-changing tool is designed to streamline your meetings, ensuring you cover all aspects that drive success. With clearly defined sections for KPIs, goals, customers' viewpoints, customer issues, and overall reviews, this template keeps your team aligned, informed, and accountable. Don't waste valuable time and energy on unproductive meetings; download this Four-Point Agenda template today!

Four-Point Agenda for Quarterly Business Review Meeting

Power Up Your Reviews!

As we delve deeper into the world of quarterly reviews and their templates, it becomes evident that their thoroughness holds the key to unlocking organizational growth and success. Organizations can navigate the ever-changing business landscape by regularly measuring, managing, and evaluating performance. So, let us embark on this transformative journey together, harnessing the power of quarterly reviews to propel our organizations toward sustained excellence and remarkable achievements. Download the templates now to get started!

PS: If you are looking for Monthly Work Report Templates, here’s a handy guide with the most popular samples and examples.

FAQs on Quarterly Review

What is a quarterly review.

A quarterly review is a periodic assessment conducted every three months to evaluate and analyze the progress, performance, and achievements of a business or individual during that specific quarter.

What is the purpose of a quarterly review?

A quarterly study aims to gain insights into the overall performance, identify strengths and weaknesses, track progress toward goals, and make informed decisions for the upcoming quarter. It is a valuable tool for performance evaluation, strategic planning, and continuous improvement.

What do you say in a quarterly review?

In a quarterly review, you typically discuss key accomplishments, challenges, and milestones achieved during the quarter. You analyze performance metrics, identify areas for improvement, and propose actionable strategies to enhance productivity and achieve business objectives. It is also an opportunity to provide feedback, recognize achievements, and align priorities for the next quarter.

What is the purpose of a quarterly meeting?

A quarterly meeting aims to bring together stakeholders, team members, and decision-makers to review the progress, align strategies, and discuss updates and initiatives. It provides a platform for effective communication, collaboration, and decision-making, ensuring everyone is on the same page and working towards shared goals. The meeting helps foster transparency, and accountability and ensures a smooth functioning organization.

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BeiGene Reports Fourth Quarter and Full Year 2023 Financial Results and Business Updates

Feb 26, 2024 6:00 AM

  • C ontinued rapid global growth with record total revenues of $634 million in fourth quarter and $2.5 billion in full-year 2023, increases of 67% and 74% from the prior-year periods
  • Strengthened leadership in hematology with global BRUKINSA ® (zanubrutinib) sales of $413 million and $1.3 billion for the quarter and full year, increases of 135% and 129%
  • Progressed innovative hematology pipeline with initiation of four registrational trials for sonrotoclax, including global Phase 3 study in treatment-naïve CLL, and two global expansion cohorts for BTK CDAC in R/R CLL, R/R MCL
  • Sustained growth with diverse product and geographic revenue mix and improved operating leverage

BASEL, Switzerland & BEIJING & CAMBRIDGE, Mass. --(BUSINESS WIRE)-- BeiGene , Ltd. (NASDAQ: BGNE; HKEX: 06160; SSE: 688235), a global oncology company, today reinforced its continued global expansion, rapid global and U.S. revenue growth, and innovative R&D strategy with the presentation of results from the fourth quarter and full year 2023 and business highlights.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20240226047170/en/

John V. Oyler , Chairman, Co-Founder and CEO at BeiGene . “Our cost advantaged research and development and manufacturing have enabled us to build one of the largest and most exciting oncology pipelines in the industry. We look forward to a transformative year for BeiGene as we continue to deliver on operational excellence propelled by outstanding growth in revenue across new and existing geographies.”

Key Business and Pipeline Highlights

  • Product revenues for the quarter, $630.5 million , and full year, $2.2 billion , increased 86% and 75% from prior-year totals;
  • Disciplined management of operating expense growth drove operating loss decreases of 18% and 33% on a GAAP basis and 28% and 47% on an adjusted basis for the quarter and full year;
  • Solidified BRUKINSA’s position as a BTK inhibitor of choice with U.S. Food and Drug Administration (FDA) approval of a label update to include superior progression-free survival (PFS) results at a median follow up of 29.6 months from the Phase 3 ALPINE trial comparing BRUKINSA against IMBRUVICA ® (ibrutinib) in previously treated patients with relapsed or refractory (R/R) chronic lymphocytic leukemia (CLL);
  • Expanded global label for BRUKINSA with European Commission approval for the treatment of adult patients with R/R follicular lymphoma (FL) who have received at least two prior systematic treatments, making it the first BTK inhibitor ever approved in this indication and the BTK inhibitor with the broadest label in the class;
  • Updated results from the ALPINE trial demonstrating sustained PFS superiority at a median follow up of 39 months for BRUKINSA against IMBRUVICA for the treatment of adult patients with R/R CLL;
  • Phase 1/2 trial data for sonrotoclax demonstrating safety and tolerability in combination with BRUKINSA with deep and durable responses in treatment-naïve CLL; promising single-agent activity in patients with R/R marginal zone lymphoma; and promising efficacy and safety in combination with dexamethasone in multiple myeloma (MM) with t(11,14); and
  • First-in-human data for BTK CDAC BGB-16673 demonstrating notable clinical responses and a tolerable safety profile in heavily pretreated patients with B-cell malignancies, including those with BTKi-resistant disease.
  • Expanded the global impact of anti-PD-1 antibody TEVIMBRA ® (tislelizumab) with a positive opinion from the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) recommending approval as a treatment for non-small cell lung cancer (NSCLC) across three indications, EMA acceptance of submission for the treatment of adult patients with first-line esophageal squamous cell carcinoma (ESCC), and regulatory reviews ongoing in 10 markets, including the U.S. and Europe ; and
  • Advanced innovative R&D strategy by entering five New Molecular Entities (NMEs) into the clinic in 2023, including potential best-in-class CDK4 inhibitor BGB-43395.

Fourth Quarter and Full Year 2023 Financial Highlights

Revenue for the fourth quarter and full year 2023 was $634.4 million and $2.5 billion , respectively, compared to $380.1 million and $1.4 billion in the prior-year periods. The increase in total revenue in the quarter compared to the prior year is primarily attributable to product sales growth in the Company’s major markets. For the fourth quarter and full year 2023, the U.S. was the largest market the Company derived revenue from, with revenue of $313.2 million and $1.1 billion , respectively, compared to $155.4 million and $502.6 million in the prior-year periods. The Company expects this trend to continue in 2024 as U.S. sales of BRUKINSA continue to grow.

Product Revenue totaled $630.5 million and $2.2 billion for the fourth quarter and full year 2023, respectively, compared to $339.0 million and $1.3 billion in the prior-year periods, and include:

  • Global sales of BRUKINSA of $413.0 million and $1.3 billion for the fourth quarter and full year 2023, respectively, compared to $176.1 million and $564.7 million in the prior-year periods;
  • Sales of tislelizumab of $128.0 million and $536.6 million for the fourth quarter and full year 2023, respectively, compared to $102.2 million and $422.9 million in the prior-year periods;
  • Sales of Amgen in-licensed products of $51.1 million and $188.3 million for the fourth quarter and full year 2023, respectively, compared to $27.7 million and $114.6 million in the prior-year periods.

Gross Margin as a percentage of global product sales for the fourth quarter and full year 2023 was 83.2% and 82.7%, respectively, compared to 78.3% and 77.2% in the prior-year periods. The gross margin percentage increased in both the quarter-over-quarter and year-over-year period due to a proportionally higher product sales mix of global BRUKINSA compared to other products in our portfolio and compared to lower margin in-licensed products, as well as lower costs per unit for both BRUKINSA and tislelizumab.

Operating Expenses

The following table summarizes operating expenses for the fourth quarter 2023 and 2022, respectively:

The following table summarizes operating expenses for the full year 2023 and 2022, respectively:

Research and Development (R&D) Expenses increased for the fourth quarter and full year 2023 compared to the prior-year periods on both a GAAP and adjusted basis primarily due to investing in new platforms/modalities to advance preclinical programs into the clinic and early clinical programs into late stage. Upfront fees related to in-process R&D for in-licensed assets totaled $31.8 million and $46.8 million in the fourth quarter and full year 2023, respectively, compared to $48.7 million and $68.7 million in the prior-year periods.

Selling, General and Administrative (SG&A) Expenses increased for the fourth quarter and full year 2023 compared to the prior-year periods on both a GAAP and adjusted basis due to continued investment in the global commercial launch of BRUKINSA primarily in the U.S. and Europe .

GAAP net loss improved for the fourth quarter and full year 2023, as compared to the prior-year periods, primarily attributable to reduced operating losses and the non-operating gain of $362.9 million related to the BMS arbitration settlement for full year 2023.

For the fourth quarter of 2023, net loss per share was $0.27 per share and $3.53 per ADS, compared to $0.33 per share and $4.29 per ADS in the prior-year period. Net loss for full year 2023 was $0.65 per share and $8.45 per ADS, compared to $1.49 per share and $19.43 per ADS in the prior-year period.

Cash Used in Operations in fourth quarter and full year 2023 was $221.6 million and $1.2 billion , respectively, compared to $318.2 million and $1.5 billion in the prior-year periods, driven by improved operating leverage.

For further details on BeiGene’s 2023 Financial Statements, please see BeiGene’s Annual Report on Form 10-K for the year of 2023 filed with the U.S. Securities and Exchange Commission .

Regulatory Progress and Development Programs

Key Highlights

  • Solidified BRUKINSA as a BTK inhibitor of choice with PFS superiority label update from the FDA, approvals in R/R FL in Europe and Canada
  • Expanded TEVIMBRA global reach with pending regulatory submissions in 10 markets, including the U.S. and Europe
  • Enrolled first patients in a Phase 3 global trial of sonrotoclax in first-line CLL and expansion cohorts with registration potential for BTK CDAC

Anticipated Upcoming Milestones

  • Secure FDA approval for BRUKINSA in combination with obinutuzumab in R/R FL, making it the BTK inhibitor with the broadest label in the class
  • Receive FDA approval for tislelizumab in first- and second-line ESCC, demonstrating global expansion of innovative solid tumor portfolio

Manufacturing Operations

  • Neared completion of $800 million U.S. flagship biologics manufacturing and clinical R&D facility at the Princeton West Innovation Campus in Hopewell, New Jersey , which is expected to be operational in July 2024 ; the property has more than 1 million square feet of total developable real estate, allowing for future expansion;
  • Completed construction on new small molecule manufacturing campus in Suzhou, China . Phase 1 of construction added more than 559,000 square feet and expanded production capacity to 1 billion solid dosage form units annually; and
  • Completed construction of a 250,000-square-foot ADC production facility and additional 170,000-square-foot biologics clinical production capabilities at our state-of-the-art biologics facility in Guangzhou, China , which brings the total capacity to 65,000 liters.

Corporate Developments

  • Acquired an exclusive global license to a differentiated CDK2 inhibitor from Ensem Therapeutics, Inc. , complementing the Company’s early development pipeline in breast cancer and other solid tumors.

Note Regarding Use of Non-GAAP Financial Measures

BeiGene provides certain non-GAAP financial measures, including Adjusted Operating Expenses and Adjusted Operating Loss and certain other non-GAAP income statement line items, each of which include adjustments to GAAP figures. These non-GAAP financial measures are intended to provide additional information on BeiGene’s operating performance. Adjustments to BeiGene’s GAAP figures exclude, as applicable, non-cash items such as share-based compensation, depreciation and amortization. Certain other special items or substantive events may also be included in the non-GAAP adjustments periodically when their magnitude is significant within the periods incurred. BeiGene maintains an established non-GAAP policy that guides the determination of what costs will be excluded in non-GAAP financial measures and the related protocols, controls and approval with respect to the use of such measures. BeiGene believes that these non-GAAP financial measures, when considered together with the GAAP figures, can enhance an overall understanding of BeiGene’s operating performance. The non-GAAP financial measures are included with the intent of providing investors with a more complete understanding of the Company’s historical and expected financial results and trends and to facilitate comparisons between periods and with respect to projected information. In addition, these non-GAAP financial measures are among the indicators BeiGene’s management uses for planning and forecasting purposes and measuring the Company’s performance. These non-GAAP financial measures should be considered in addition to, and not as a substitute for, or superior to, financial measures calculated in accordance with GAAP. The non-GAAP financial measures used by the Company may be calculated differently from, and therefore may not be comparable to, non-GAAP financial measures used by other companies.

Please note that the figures presented above may not sum exactly due to rounding

About BeiGene

BeiGene is a global oncology company that is discovering and developing innovative treatments that are more affordable and accessible to cancer patients worldwide. With a broad portfolio, we are expediting development of our diverse pipeline of novel therapeutics through our internal capabilities and collaborations. We are committed to radically improving access to medicines for far more patients who need them. Our growing global team of more than 10,000 colleagues spans five continents, with administrative offices in Basel , Beijing , and Cambridge , U.S. To learn more about BeiGene , please visit www.beigene.com and follow us on LinkedIn and X (formerly known as Twitter).

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws, including statements regarding BeiGene’s progress towards becoming an impactful next-generation oncology innovator; the future of BeiGene’s oncology pipeline; BeiGene’s ability to grow revenue across new and existing geographies, particularly in the U.S. ; the expected capacities and completion dates for the Company’s manufacturing facilities under construction and the potential for such facilities to increase manufacturing capabilities; BeiGene’s anticipated regulatory approvals, submissions and clinical activities; and BeiGene’s plans, commitments, aspirations and goals under the caption “About BeiGene”. Actual results may differ materially from those indicated in the forward-looking statements as a result of various important factors, including BeiGene’s ability to demonstrate the efficacy and safety of its drug candidates; the clinical results for its drug candidates, which may not support further development or marketing approval; actions of regulatory agencies, which may affect the initiation, timing and progress of clinical trials and marketing approval; BeiGene’s ability to achieve commercial success for its marketed medicines and drug candidates, if approved; BeiGene's ability to obtain and maintain protection of intellectual property for its medicines and technology; BeiGene’s reliance on third parties to conduct drug development, manufacturing, commercialization, and other services; BeiGene’s limited experience in obtaining regulatory approvals and commercializing pharmaceutical products; BeiGene’s ability to obtain additional funding for operations and to complete the development of its drug candidates and achieve and maintain profitability; and those risks more fully discussed in the section entitled “Risk Factors” in BeiGene’s most recent annual report on Form 10-K, as well as discussions of potential risks, uncertainties, and other important factors in BeiGene’s subsequent filings with the U.S. Securities and Exchange Commission . All information in this press release is as of the date of this press release, and BeiGene undertakes no duty to update such information unless required by law.

IMBRUVICA ® is a registered trademark of Pharmacyclics LLC .

quarter sales presentation

View source version on businesswire.com : https://www.businesswire.com/news/home/20240226047170/en/

Liza Heapes +1 857-302-5663 [email protected]

Kyle Blankenship +1 667-351-5176 [email protected]

Source: BeiGene, Ltd.

Reckitt's quarterly sales disappoint after investigation into Middle East business

Lysol, a brand of Reckitt Benckiser Group PLC, is seen on display in a store in Manhattan, New York City

  • Q4 revenue misses expectations
  • Results hurt by a probe into Middle East business
  • Company taking disciplinary action over employees involved


Reporting by Richa Naidu; editing by David Goodman and Jason Neely, Miral Fahmy and Sharon Singleton

Our Standards: The Thomson Reuters Trust Principles. , opens new tab

quarter sales presentation

Thomson Reuters

London-based reporter covering retail and consumer goods, analysing trends including coverage of supply chains, advertising strategies, corporate governance, sustainability, politics and regulation. Previously wrote about U.S. based retailers, major financial institutions and covered the Tokyo 2020 Olympic Games.

An Apple iPhone 12 in a mobile phone store in Nantes

Nikola taps auto industry veteran Thomas Okray as CFO

Nikola named former General Motors and Amazon executive Thomas Okray as its chief financial officer, the electric-truck maker said on Monday.

Svenska Handelsbanken CEO Carina Akerstrom arrives for a news conference to present the company's third quarter results at Handelsbanken's headquarters in Stockholm


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