Business Plan For Fundraising PowerPoint Presentation Slides
The document outlines a business plan intended for fundraising, covering key components such as company overview, team structure, market analysis, and financial projections. It emphasizes the company's mission, the problem it aims to solve, proposed solutions, and detailed strategies for growth and marketing. Additionally, it discusses the business model, revenue and expense models, and includes an analysis of the competitive landscape.
2
Agenda
Agenda
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01
02
03
04
05
3.
Table of Contents
3
Page01Company Overview / Elevator Pitch
Page 02Our Team
Page 03The Problem
Page 04The Solution Service
Page 05Value Proposition - Product Service
Page 06Product Roadmap
Page 07Mile Stone Achieved
Page 08Traction
Page 09Business Model
Page 10Revenue Streams
Page 11Revenue Model
Page 12Expense Model
Title Page No
Page 13Growth Strategy
Page 14Go-to-Market Strategy
Page 15Marketing Strategy
Page 16Competitive Landscape
Page 17SWOT Analysis
Page 18Product Comparison
Page 19Financial Projection
Page 20Break-Even Analysis
Page 21Financing
Page 22Use of Funds
Page 23Shareholding Pattern
Page 24Exit Strategy
Title Page No
4.
Company Overview(Option 1of 3)
4
Introduction
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Mission
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Our Mission & Vision
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Clientele
Service 01
Service 02
Service 03
Service 04
Service Area
Logo
Logo
Logo
Logo
Offering
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5.
Elevator Pitch (Option2 of 3)
5
What’s the
service/product?
What’s the core problem
you are solving?
What’s your big
vision?
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6.
Elevator Pitch (Option3 of 3)
6
What’s the core problem you
are solving?
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What’s the service/product?
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What’s your big vision?
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7.
7
John Doe
Designation
Primary Responsibilities
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Jasmin Banks
Designation
Primary Responsibilities
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Tom Smith
Designation
Primary Responsibilities
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Our
Team
8.
The Problem
8
Example: Priceis an
important concern for
customers purchasing online
(for E-commerce company)
Problem 1
Example: 95% of companies make
decision by either guessing or using
their gut. No one uses data analytics
tools. (For analytics startups)
Problem 3
Example: In UK, stress
results in 105 MM lost
workdays each year (For
Health tech startup)
Problem 2
Example: Video files are too
large to e-mail. (For tech startups)
Problem 4
To better illustrate your problem, as
well as convey the problem
statement to someone who’s less
immersed in it than you, consider
adding some components in the
following way: 1. Customer Tries
Something; 2. Here’s the trouble
they are facing; 3. Existing solutions
are broken/Non-existent.
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9.
The Solution (Option1 of 2)
9
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Solution
01
02
03
04
05
06
07
08
If the investor has no clue
what the product does
even after getting deep
into a pitch; now is the
time for a short
explanation or demo.
10.
The Solution (Option2 of 2)
10
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01
02
03
04
05
06
07
08
Solution
If the investor has no clue
what the product does
even after getting deep
into a pitch; now is the
time for a short
explanation or demo.
11.
Value Proposition –Product/Services
11
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Your
Offering
What The
Customer
Needs
The
Marketplace
Offerings
Your Value
Proposition
12.
Value Proposition –Product/Services
12
What your
product do?
Benefits
How does
your product
work?
Features
What does it
feel to use
your product?
Experience
Company
Product
Ideal customer:
Product
What are the
emotional
drivers of
purchasing?
Wants
Risks of
switching to
your product?
Fears
What are the
hidden
needs?
Needs
What are the
rational
drivers of
purchasing?
Substitutes
What do people
currently do
instead?
Customer
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13.
Product Roadmap
13
FY18 FY19
Q2Q3 Q4 Q1 Q2
New Platforms Android IPad, IOS
Native Mac
App
New Integrations Hub spot Dropbox Bots NetSuite
New Channels Messenger WhatsApp Exchange
Enterprise Ready SSO Teams
Custom
Rights
Light Users
Advanced
Reporting
We have categorized
product roadmap in to four
most common categories
just to give a basic idea on
classification which can be
altered by you as per your
requirement.
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14.
Milestones Achieved
14
Nov
FY17
05
USD 1
million
Oct
FY17
04
100,000
users
Aug
FY17
03
›10,000 users
› Integrated in 50 Apps
Apr
FY17
02
Launched
Web App
Jan
FY17
01
Launched
the API
Start
End
Adding few success
stories with the
investors will grab their
eyeballs and further
support your pitch.
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15.
15
Traction
Text
Here
Text
Here
Text
Here
Text
Here
Text
Here
Text
Here
Text
Here
A growing pipelinethat
will generate USD XX in
next X year
We’re performing amazing
for these clients, look at
these results
Any awards like Best Start-
up, Best tech transforming
company etc.
Growing fast, Generating
good revenues
“Any coverage in
articles/ news”
Investors understand that
their won’t be multiple
number of tractions yet,
but it is always beneficial
to share small milestones
that hints at your success.
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16.
Business Model
16
How doyou
provide your
service?
How do you
acquire
customers?
How do
you
monetize?
Type of business
model
(For e.g.: Freemium model
with consistent 3% conversion
from free to paid plans)
This slide will be helpful in
making the investor
understand about how
your company works,
generates revenue and
structure of your business
model.
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17.
Business Model (ExampleSlide)
17
From:
Advertising
Email
Distribution partners
User
Acquisition
Fee Types:
Bank A/c
Credit card
Cell phone carrier ISP
Loan
User switches
= Referral fee
Includes:
A/c types
Spending pattern
Credit history
Demographics & preferences
Gather User
information
Based On:
History
Usage
Spending habits
Current market deals/rates
Intelligent
Suggestion
Company XX makes money when users make money rather than relying on creating value through added service
Future Potential: Advertising
Large
expected
user base
High quality
user data
Premium
targeted ads
High profit
potential+ + =
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18.
Revenue Streams
18
Partner
commission
Partner withother players in
value chain to increase business
Supplier
commission
Anybody can open an A/c
start selling their product
Indirect sources such as
advertising, affiliates etc.
Selling products at
profitable rates
Selling products at
profitable rates
Selling in-house
products
Revenue
Streams
Revenue streams have
been classified in to 2
parts: present sources and
future sources and these
can be altered as per your
revenue model.
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19.
Revenue Streams
19
Estimated YearlyRevenue - 100
clients x A units x B Fee = $ C Revenue
Pricing - whether you will be
charging flat fee or %?
Expected
ARPU - $ 100
Life-time value of a
customer - $5000
Recurring Revenue Frequency -
Once every six months / Once a year
Expected conversion rate to get a
paid client - 10% of total customers
We have considered 6
most important and
commonly considered
factors which are expected
by the investors to be a
part of their revenue
model.
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20.
Expense Model (Option1 of 2)
20
Investors would like to
understand how your
company would manage
the funding and understand
the key expenses that you
will be making.
Name top 3 expenses like
Employee Expense, etc.
Key Expenses needed to generate revenue?
Name of company &
purpose it serves
Any unique strategic all lances?
1 Month How long is sales cycle to get a client?
$ 50 Average cost to acquire a customer
$ 30 Cost to maintain a customer and build a recurring sales?
Now: $5000 After:
$50,000
Monthly burn rate, now vs. after funding?
1 Year How long will new funding last?
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21.
21
ExpenseModel
(Option2of2)
Key Expenses neededto generate revenue?
Name top 3 expenses like Employee Expense, IT
expenses & License purchase expenses
01
Any unique strategic alliances?
Name of company & purpose it serves02
How long is sales cycle to get a client?
1 month03
Average cost to acquire a customer
$ 5004
Cost to maintain a customer and build a recurring sales?
$ 3005
Monthly burn rate, now vs. after funding?
now: $5000 | after: $50,00006
How long will new funding last?
1 Year07
Investors would like to
understand how your
company would manage
the funding and understand
the key expenses that you
will be making.
22.
22
Growth
Strategy
02
01
03
Marketing & Sales
AcquiringCustomers
› Online marketing like SEO, SMM, deal of
the day
› Refer a friend
› Loyalty discounts
› Incentive for employees on increasing
sales
Customer Service
Retaining Customers
› Dedicated customer service
representative
› Customer Feedback System in place
Product Development
Staying Competitive
› Consumer product advisory board to
drive consumer features
› Add Android App
› Add iOS App
We have covered the
most important
components of the
growth strategy which
differs from company to
company and can be
altered accordingly RI.
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23.
Go-to-Market Strategy
23
Provocation DiscoveryDiagnostic Design Recommendation
Key Question › Outcomes › What Are The Potential
Markets?
› Where Should We Compete
And What Must We Deliver?
› What Go To Market
Aooroach Is Optimal?
› What Is Winning Worth?
Focus
› Clarify Desired Outcomes/
Objectives
› Identify Market
Attractiveness Factors, And
‘As Is’ Situation
› Understanding The
Opportunity To Create
Deferential Advantage
› Identify And Assess Market
Channel Options
› The Best Channel Approach
Inputs/ Tasks
› Review Market Data
› Validate Project Approach
› Design & Schedule Work
Plan
› Organize Core & Steering
Teams
› Identify Define, & Map
Markets
› Determine Buying
Processes And Choice
Drivers
› Asses Addressable Markets
W/ Attractiveness Criteria
› Determine Company’s
Ability To Compete In
Attractive Markets
› Identify Key Buying
Influencers & Desired
Behavioral Objectives
› Determine The Optimal
Offering & Positioning For
Target Markets
› Determine Ideal Channel
Partner Criteria
› Identify, Assess And
Prioritize Potential Channel
Partners By Targets
Markets
› Develop Recommendation
For Go To Market Approach
› Market-channel Positioning
Platform Tested
› Organizational Alignment
Assessed
Outcomes
› Goal Alignment/Validation › Verify The Nature Of The
Market Opportunity
› Determine How You Will
‘Win’
› Determine How You Will
‘Play’ (GTM Model)
› Identify How You Will
Measure Results (Metrics)
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goal is the same: Show
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distribution.
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24.
Marketing Strategy
24
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Social Media
Marketing
Strategy
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Email Marketing
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Analytics & Reporting
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Paid Advertising
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Blog
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Website Design
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Search Engine Optimization
Product Comparison
26
Company Feature01 Feature 02 Feature 03 Feature 04 Feature 05 Feature 06
Company XX
Competitor A
Competitor B
Competitor C
Indirect Competitor A
Indirect Competitor B
Indirect Competitor C
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27.
SWOT Analysis (Option1 of 3)
27
S OW T
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Strengths
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Weaknesses
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Opportunities
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Threats
28.
SWOT Analysis (Option2 of 3)
28
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Strengths
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Weaknesses
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Threats
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Opportunities
29.
29
SWOT Analysis (Option3 of 3)
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Strengths
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Weaknesses
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Threats
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Opportunities
30.
Financial Projections
30
FY’17 FY’18FY’19 FY’20 FY’21 FY’22
Target Market (MM) 14 14.25 14.50 15 16 18
Users (MM) 0.05 0.1 0.2 0.3 0.4 0.5
Net Revenue ($MM) 650 700 750 800 850 900
Total Expenses ($MM) 60 70 75 80 85 90
EBITDA ($MM) 100 120 130 140 150 160
EBITDA margin 26% 28% 29% 21% 22% 23%
Financing Cost ($MM) 10 15 20 25 30 35
PAT ($ MM) 50 55 60 65 70 75
PAT margin 10% 11% 12% 11% 10% 9%
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31.
Break-Even Analysis
31
Units ofOutput
Fixed Cost
($)
Variable Cost
($)
Total Cost
($)
Sales
Revenue
($)
Profit/(Loss)
($)
100 5000 1000 6000 2000 (4000)
200 5000 2000 7000 4000 (3000)
300 5000 3000 8000 6000 (2000)
400 5000 4000 9000 8000 (1000)
500 5000 5000 10000 10000 -
600 5000 6000 11000 12000 1000
700 5000 7000 12000 14000 2000
Key Comments on The Table
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32.
32
Investment terms
Preferred equity(convertible in to
common) @ X pre-money valuation
Convertible note @ $X valuation cap;
1.5 X premium
How much capital are
you willing to raise?
Valuation of the
company
$5 MM
$10 MM
33.
Use of Funds
33
RelevantExample
› Sales & Marketing, Hire key employees,
Founder Salaries
› Build out/further develop technology, File
patents
› Achieve key milestones: 1st client?
Breakeven time? 3x Revenue growth?
New Hires
Product Development
Marketing
Operational Cost
Be thoughtful about this
slide, since that how VCs
think about finances. And
definitely don’ t try to
project anything beyond
two years. It's just not
reasonable.
40%
18%
30%
12%
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34.
Shareholding Pattern
34
Shareholder
Name
Before Funding
TotalShares
After Funding
Total Shares
Name 1 85 45
Name 2 41 47
Name 3 15 09
Name 4 5 12
Name 5 12 13
Total 158 126
56%
10%
8%
27%
3%
100%
10%
100%
36%
37%
10%
7%
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35.
35
Exit Strategy
Acquisition: Mostlikely exit options for
companies:
› Name potential companies (any unique relationship with them)
› Name type/category of companies that could acquire you?
› Why would they acquire you? How do you fir in their category?
› Why won’t they try to built it themselves?
Financial Buyer: Will your company generate
excess cash flow that could make it attractive to financial buyers
to generate a return?
IPO: Least likely exit for a company, but a probability.
Preferred strategy only when no buyer could afford the
valuation of your company.
Contact Details
37
Name 01
Addresswith
Contact details
Address with
Contact details
[email protected]
Office address
Name 02
Address with
Contact details
Address with
Contact details
[email protected]
Office address
Name 03
Address with
Contact details
Address with
Contact details
[email protected]
Office address
Office 01
Office 02
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38.
38
COFFEE BREAK
WE BACKIN
10:00
Minutes
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41
Our Vision
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Vision
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Mission
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Goals
42.
42
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01
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02
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03
Our Team
43.
43
About
UsThis is arepresentative image, and
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44.
44
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Our Goal
45.
Comparison
45
45%
MALE
Vs. 55%
FEMALE
75.534 user
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select “Edit Data”. 85.654 user
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46.
Financial
46
Total Assets
$342Billion
Total TaxPaid
$130 Billion
Loan
$145 Billion
Revenue
$205Billion
Deposits
$305Billion
Net Income
$204Billion
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47.
47
It’s not justabout being
better. It’s about being
different. You need to give
people a reason to choose
your business.
-Tom Abbott
48.
Dashboard
48
10%
0%
50%
100%
50%
0%
50%
100%
90%
0%
50%
100%
Low
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Medium
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High
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52
Newspaper
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53.
Puzzle
53
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04
01
02
03
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54.
Target
54
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01
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02
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03
55.
Circular
55
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01
02
03
04
0506
07
08
09
56.
Venn
56
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01 02 03 04 05
Matrix
58
Low
High-Low
Quadrant
High-High
Quadrant
Low-High
Quadrant
Low-Low
Quadrant
01 02
04 03
LowHigh
LowHigh
First Attribute
SecondAttribute
High
High
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59.
59
This slide is100% editable. Adapt it to your needs and
capture your audience's attention.
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
This slide is 100% editable. Adapt it to your needs and
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Lego
60.
Bulb or Idea
60
Thisslide is 100% editable. Adapt
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IDEA
61.
Funnel
61
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01
02
03
04
63
Product 01
This graph/chartis linked to excel,
and changes automatically based
on data. Just left click on it and
select “Edit Data”.
Product 02
This graph/chart is linked to excel,
and changes automatically based
on data. Just left click on it and
select “Edit Data”.
0
10
20
30
40
50
60
70
80
90
100
Jan Feb Mar Apr May Jun
Salesinpercentage(%)
Financial Year in 2018
90%Column
Chart
64.
64
Product 01
This graph/chartis linked to excel,
and changes automatically based
on data. Just left click on it and
select “Edit Data”.
Product 02
This graph/chart is linked to excel,
and changes automatically based
on data. Just left click on it and
select “Edit Data”.
Line
Chart
0
10
20
30
40
50
60
70
80
FY' 11 FY' 12 FY' 13 FY' 14 FY' 15 FY' 16 FY' 17 FY' 18
Salesinpercentage(%)
Financial Years
70%
25%
65.
65
Product 01
This Thisgraph/chart is linked to excel,
and changes automatically based on data.
Just left click on it and select “Edit Data”.
Product 02
This graph/chart is linked to excel, and changes
automatically based on data. Just left click on it
and select “Edit Data”.
Product 03
This graph/chart is linked to excel, and changes
automatically based on data. Just left click on it
and select “Edit Data”.
Doughnut
Chart
50%
65%
85%
66.
66
This graph/chart islinked to
excel, and changes automatically
based on data. Just left click on it
and select “Edit Data”.
0
10
20
30
40
50
60
70
80
90
100
FY' 12 FY' 13 FY' 14 FY' 15 FY' 16 FY' 17 FY' 18
Salesinpercentage(%)
Financial years
Bar
Chart
67.
67
Product 01
This graph/chartis linked to excel,
and changes automatically based
on data. Just left click on it and
select “Edit Data”.
Product 02
This graph/chart is linked to excel,
and changes automatically based
on data. Just left click on it and
select “Edit Data”.
0
10
20
30
40
50
60
70
80
90
100
FY '12 FY '13 FY '14 FY '15 FY '16 FY '17 FY '18
SalesInPercentage(%)
Area
Chart
100%
68.
68
Product 01
This graph/chartis linked to excel,
and changes automatically based
on data. Just left click on it and
select “Edit Data”.
Product 02
This graph/chart is linked to excel,
and changes automatically based
on data. Just left click on it and
select “Edit Data”.
Radar
Chart
0
5
10
15
20
25
30
35
03-05-2018
05-05-2018
08-05-2018
12-04-2018
15-05-2018
17-05-2018
69.
69
Product 01
This Thisgraph/chart is linked to excel,
and changes automatically based on data.
Just left click on it and select “Edit Data”.
Product 02
This graph/chart is linked to excel, and changes
automatically based on data. Just left click on it
and select “Edit Data”.
Product 03
This graph/chart is linked to excel, and changes
automatically based on data. Just left click on it
and select “Edit Data”.
Combo
Chart
0
1
2
3
4
5
6
7
8
9
10
0
10
20
30
40
50
60
70
80
90
100
FY' 11 FY' 12 FY' 13 FY' 14 FY' 15 FY' 16 FY' 17 FY' 18
GrowthRate(%)
MarketSize(RMB100Million)