Professional Documents
Culture Documents
Annual reports usually start with brief messages from the company’s leadership
team. Their personal take on the year that was can set the stage for the highlights,
data, and plans described in the rest of the report.
In a sense, this foreword is a summary of not just the contents of this document
but also of the company’s journey in the past year.
Written and phrased like an open letter, it allows the heads of the company to
address the readers directly, inviting them to peruse the fruits of their
organization’s labor in pursuit of more long-term goals.
Ideally, one to three messages, 2-5 paragraphs long are more than sufficient. You
can use this space to connect, engage, and get the readers excited about the
information to come.
Use the power of data storytelling through interactive charts! This treemap chart is
ideal for grouping data by hierarchy, into groups and subgroups of information.
Readers can click on a section to zoom in and learn more - bringing the numbers to
life!
Accompany your chart with a short description to complement the data and guide
your readers as they toggle through the information.
Milestone 1: Add You can discuss each company highlight more extensively
here in short but impactful articles. This is a great way to
surface salient points and accompany them with key
visuals.
Milestone 3: Add You can discuss each company highlight more extensively
here in short but impactful articles. This is a great way to
surface salient points and accompany them with key
visuals.
Share and discuss your sales performance for the year. Add context to the row
chart. How does it compare magnitudes or sizes? What factors may have
contributed to the differences? What other observations are worth highlighting?
Analyze how you performed against last year's projections. What factors
contributed to your sales performance? What measures did you take to improve
them each quarter? How will you use the past year's lessons moving forward?
Actual sales values had been volatile over the quarters but still managed to exceed the
annual target
Market Expansion
You can also talk about expansion into different markets, as applicable. Annotated
maps or a packed circles chart like the one below can help visualize the data. Just
like the treemap chart, readers can tap on a section to zoom in and read the
information more dynamically!
Financial Report
Tables are ideal for presenting numerical data. The example below compares the
financials over two years, but you can also include other financial statements, such
as balance sheets, income statements, and cash flow statements.
*$ in millions, except percentages and per share data 2029 2030 Chan
ge
Revenue $ XX,XXX $ XX,XXX X.X%
How is sustainability built into your products, processes, and services? Describe
how you’re investing in a value chain that considers factors beyond economics.
Our People
Our Planet
It is crucial to measure and monitor environmental impact, to ensure that you are
operating your company sustainably. This section reports on any sustainability
initiatives undertaken to ensure that the planet is not sacrificed in pursuit of
profit. You may also include standard data reports like the carbon footprint report
below.
Closing with optimism is a great way to conclude your report on a successful year.
Further Reading
Include links to supplementary material.
Other links
Contact
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