Annual Report

Company Performance


Created by: Tom Smith

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"Is there an introductory quote you would like to start the report off with? If there's a notable figure that has fueled your year, think about including it here to engage your stakeholders."

Table of Contents

01. Our Ongoing Vision

02. Year-End Highlights

03. Financials

04. Industry Highlights

05. Leadership Team

06. Major Projects

01. Our Ongoing Vision


Talk about the history. Talk about how the company began. What was the inspiration behind the company? Were there significant figures or people that were involved in starting the business together? How has it progressed into what it is today? Give a general overview on the company. 

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Who we are


Talk about what type of people you guys are. How would you describe your company as a whole? Are you a team of innovators, curious thinkers, or generalists? 

Our yearly targets


What were the major goals? Did your team reach these goals, or did the strategy change? Maybe you had specific growth goals that shifted as marketing and sales strategies came together.  

Our future


Talk about where the company wants to be today and tomorrow. Think about major goals that your company is determined to reach and what type of impact it is looking to make. 

What's your motto? Your philosophy roots your purpose. Let's hear it!

02. Year-end highlights

400 employees

26 locations

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Yearly Growth


What major sales did your team make this year? Highlight key business growth using numbers, client names, partnerships, etc. 


New Products


Did you introduce new products or services this year? Showcase what your team accomplished this year in terms of launching new products and services.

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Marketing Initiatives


Here's your chance to show stakeholders what you've done to attract new customers. Did you start a weekly webinar series, launch a new workshop or campaign?  


Company Accomplishments


Give an overview of any awards, accomplishments or major lists you were included in this year. Were you ranked the top place to work? Did you have high customer satisfaction? 

03. Financials

25% Revenue Growth

4000 New Customer

$301K Profit

$1,520,324

Revenue


50%  Sales

35%  New Investments

15%  Other income

$1,010,763

Expenses


20%  Marketing 

45%  Product Innovation

35%  Operations

2017

2018

2019

2020

2021

04. Industry Highlights

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Budget 

Premium

B2B

B2C

Retail

Ecommerce

Budget 

Premium

B2B

B2C

Retail

Ecommerce

Budget 

Premium

B2B

B2C

Retail

Ecommerce

  • Strength: What makes this product or service a top solution for customers?
  • Weakness: Where does this company falter? 
  • Opportunity: Highlight how your solution is superior to this competitor. 
  • Strength: What makes this product or service a top solution for customers?
  • Weakness: Where does this company falter? 
  • Opportunity: Highlight how your solution is superior to this competitor. 
  • Strength: What makes this product or service a top solution for customers?
  • Weakness: Where does this company falter? 
  • Opportunity: Highlight how your solution is superior to this competitor. 

05. Leadership Team

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a woman posing for the camera
a man wearing a suit and tie
a man wearing a neck tie

Chelsea Orville 


Chief Executive Officer 

What is their background? How did they come to start or join the company? What are they responsible for? 

Jen Anderson


Chief Technology Officer 

What is their background? How did they come to start or join the company? What are they responsible for? 

Tom Smith


Chief Marketing Officer 

What is their background? How did they come to start or join the company? What are they responsible for? 

Jack Berger


Chief Financial Officer 

What is their background? How did they come to start or join the company? What are they responsible for? 

06. Major Projects

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Project A


Describe what you achieved in this project and how it highlights your yearly goals.

Project B


Describe what you achieved in this project and how it highlights your yearly goals.

Project C


Describe what you achieved in this project and how it highlights your yearly goals.

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Thank you! 


Give credit to employees, partners, clients and investors here. Tell them how much their support and dedication has helped your company reach this year's goals. Questions? Comments? Concerns? Feel free to email us, info@company.com

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