presentation on business analysis

How to Write a Business Analysis Report [Examples and Templates]

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Business analysis reports are a lot like preparing a delicious meal.

Sometimes, the recipe is simple enough that you only need to use the basic ingredients. Other times, you will have to follow specific instructions to ensure those tasty delicacies turn out just right.

Want to make sure your business report never turns out like a chewy piece of meat? You’ve come to the right place.

Stay tuned until the end of this blog post, and we promise you won’t be hungry… for business knowledge!

What Is a Business Analysis Report?

Why is analytical reporting important, what should be included in a business analysis report, how do you write a business analysis report, business data analysis report examples and templates.

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A business analysis report provides information about the current situation of your company. This report is usually created by the management to help in the decision-making process and is usually used by other departments within a company.

Business analysis reports can either focus your research on the effectiveness of an existing business process or a proposed new process. Besides, an effective business analysis report should also assess the results to determine if the process changes had a positive or negative effect on the company’s goals. In fact, according to Databox’s State of business reporting , an overwhelming majority of companies said that reporting improved their performance.

Analytical reports are the bridge that connects your company to an effective, data-driven business intelligence strategy . By leveraging analytical reports , you can make informed decisions about your organization’s most critical issues. You will no longer need to rely on gut instinct or anecdotal evidence when assessing risks, threats, and opportunities. Instead, you will have access to a wealth of reliable data to inform your decisions.

Here are some essential benefits of analytical reporting:

• Improve communication and foster collaboration – The most obvious benefit of business analysis report writing is an improvement in communication between all stakeholders involved in the project. Also, analytical business reports can help you to generate more trust and foster better collaboration among your employees and colleagues. By using data analytics reporting tools , you will be able to monitor your employees’ performance on a day-to-day basis. This will allow you to hold them accountable for their actions and give them greater freedom within the business as they know that their superiors have faith in their decision-making capabilities.
• Increase productivity – Without this level of shared insight, businesses struggle to stay on top of their most important tasks and can become less efficient. An effective analytical business report provides the information needed for more efficient internal processes and helps you find more time for strategic activities such as improving your business strategy or working on long-term goals .
• Innovation – In today’s digital age, the pressure to innovate was never greater. When consumers basically have everything they want at their fingertips, stepping up to the plate with a new and improved product or service has never been more important. With an accessible dashboard in place, you will be able to create data-driven narratives for each of your business’ critical functions. For example, if you are a software company, you can use the insights gained from report analysis done with your dashboard software to tailor your product development efforts to the actual needs of your customers. By doing so, you will be able to develop products that are better tailored to specific customer groups. You can also use the same information for developing new marketing strategies and campaigns.
• Continuous business evolution – When it comes to digital businesses, data is everything. No model lasts forever, so having access to a business dashboard software that allows you to constantly keep tabs on your business’ performance will help you refine it as time goes on. If there are any glitches in your business model, or if something isn’t panning out as expected, the insight offered by a business analysis report can help you improve upon what works while scrapping what doesn’t.

A business analysis report has several components that need to be included to give a thorough description of the topic at hand. The structure and length of business analysis reports can vary depending on the needs of the project or task.

They can be broken down into different sections that include an:

• Executive summary
• Study introduction
• Methodology
• Review of statistics

Reports of this nature may also include case studies or examples in their discussion section.

A report can be written in a formal or informal tone, depending on the audience and purpose of the document. While a formal tone is best for executives , an informal tone is more appropriate for technical audiences . It is also a good idea to use something like an executive summary template to report on the results repeatedly with ease.

A good business analysis report is detailed and provides recommendations in the form of actionable steps. Here we have listed some simple steps that you need to follow to write a good business analysis report. Report writing is a major part of the business analysis process. In this section, you will learn how to write a report for your company:

Preparation

Presentation.

Obtain an overview of what you want to analyze in the business report . For example, if you are writing a business analysis report on how to improve customer service at an insurance company, you will want to look through all the customer service processes to determine where the problems lie. The more prepared you are when starting a project, the easier it will be to get results. Here is what your preparation should look like:

Set your goals

The first step in writing this document is to set your goals . What do you hope to accomplish with this paper? Do you need to assess the company’s finances? Are you looking for ways to make improvements? Or do you have outside investors who want to know if they should buy into the company? Once you know what your goal is, then you can begin setting up your project.

PRO TIP: How Well Are Your Marketing KPIs Performing?

Like most marketers and marketing managers, you want to know how well your efforts are translating into results each month. How much traffic and new contact conversions do you get? How many new contacts do you get from organic sessions? How are your email campaigns performing? How well are your landing pages converting? You might have to scramble to put all of this together in a single report, but now you can have it all at your fingertips in a single Databox dashboard.

Our Marketing Overview Dashboard includes data from Google Analytics 4 and HubSpot Marketing with key performance metrics like:

• Sessions . The number of sessions can tell you how many times people are returning to your website. Obviously, the higher the better.
• New Contacts from Sessions . How well is your campaign driving new contacts and customers?
• Marketing Performance KPIs . Tracking the number of MQLs, SQLs, New Contacts and similar will help you identify how your marketing efforts contribute to sales.
• Email Performance . Measure the success of your email campaigns from HubSpot. Keep an eye on your most important email marketing metrics such as number of sent emails, number of opened emails, open rate, email click-through rate, and more.
• Blog Posts and Landing Pages . How many people have viewed your blog recently? How well are your landing pages performing?

Now you can benefit from the experience of our Google Analytics and HubSpot Marketing experts, who have put together a plug-and-play Databox template that contains all the essential metrics for monitoring your leads. It’s simple to implement and start using as a standalone dashboard or in marketing reports, and best of all, it’s free!

You can easily set it up in just a few clicks – no coding required.

To set up the dashboard, follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your HubSpot and Google Analytics 4 accounts with Databox. 

Step 3: Watch your dashboard populate in seconds.

Assess the Company’s Mission

It’s almost impossible to write a business analysis report without access to the company’s mission statement. Even if you don’t plan on using the mission statement as part of your business analysis summary, it can help you understand the company’s culture and goals. Mission statements are typically short and easy to read, but they may not include every area of focus that you want to include in your report.

Thus, it is important to use other sources when possible. For example, if you are writing a business analysis report for a small start-up company that is just beginning to market its product or service, review the company website or talk directly with management to learn what they believe will be most crucial in growing the company from the ground up.

Stakeholder Analysis

Who is your audience? Create the reader’s persona and tailor all information to their perspective. Create a stakeholder map that identifies all the groups, departments, functions, and individuals involved in this project (and any other projects related to this one). Your stakeholder map should include a description of each group’s role.

Review Financial Performance

Review the financing of the business and determine whether there are any potential threats to the company’s ability to meet its future financial obligations. This includes reviewing debt payments and ownership equity compared with other types of financing such as accounts receivable, cash reserves, and working capital. Determine whether there have been any changes in the funding over time, such as an increase in long-term debt or a decrease in owners’ equity.

Apart from reviewing your debt payments and ownership equity with other types of financing, wouldn’t it be great if you could compare your financial performance to companies that are exactly like yours? With Databox, this can be done in less than 3 minutes.

For example, by  joining this benchmark group , you can better understand your gross profit margin performance and see how metrics like income, gross profit, net income, net operating increase, etc compare against businesses like yours.

One piece of data that you would be able to discover is the average gross profit a month for B2B, B2C, SaaS and eCommerce. Knowing that you perform better than the median may help you evaluate your current business strategy and identify the neccessary steps towards improving it.

Instantly and Anonymously Benchmark Your Company’s Performance Against Others Just Like You

If you ever asked yourself:

• How does our marketing stack up against our competitors?
• Are our salespeople as productive as reps from similar companies?
• Are our profit margins as high as our peers?

Databox Benchmark Groups can finally help you answer these questions and discover how your company measures up against similar companies based on your KPIs.

When you join Benchmark Groups, you will:

• Get instant, up-to-date data on how your company stacks up against similar companies based on the metrics most important to you. Explore benchmarks for dozens of metrics, built on anonymized data from thousands of companies and get a full 360° view of your company’s KPIs across sales, marketing, finance, and more.
• Understand where your business excels and where you may be falling behind so you can shift to what will make the biggest impact. Leverage industry insights to set more effective, competitive business strategies. Explore where exactly you have room for growth within your business based on objective market data.
• Keep your clients happy by using data to back up your expertise. Show your clients where you’re helping them overperform against similar companies. Use the data to show prospects where they really are… and the potential of where they could be.
• Get a valuable asset for improving yearly and quarterly planning . Get valuable insights into areas that need more work. Gain more context for strategic planning.

The best part?

• Benchmark Groups are free to access.
• The data is 100% anonymized. No other company will be able to see your performance, and you won’t be able to see the performance of individual companies either.

When it comes to showing you how your performance compares to others, here is what it might look like for the metric Average Session Duration:

And here is an example of an open group you could join:

And this is just a fraction of what you’ll get. With Databox Benchmarks, you will need only one spot to see how all of your teams stack up — marketing, sales, customer service, product development, finance, and more. 

• Choose criteria so that the Benchmark is calculated using only companies like yours
• Narrow the benchmark sample using criteria that describe your company
• Display benchmarks right on your Databox dashboards

Sounds like something you want to try out? Join a Databox Benchmark Group today!

Examine the “Four P’s”

“Four P’s” — product , price , place, and promotion . Here’s how they work:

• Product — What is the product? How does it compare with those of competitors? Is it in a position to gain market share?
• Price — What is the price of the product? Is it what customers perceive as a good value?
• Place — Where will the product be sold? Will existing distribution channels suffice or should new channels be considered?
• Promotion — Are there marketing communications efforts already in place or needed to support the product launch or existing products?

Evaluate the Company Structure

A business analysis report examines the structure of a company, including its management, staff, departments, divisions, and supply chain. It also evaluates how well-managed the company is and how efficient its supply chain is. In order to develop a strong strategy, you need to be able to analyze your business structure.

When writing a business analysis report, it’s important to make sure you structure your work properly. You want to impress your readers with a clear and logical layout, so they will be able to see the strengths of your recommendations for improving certain areas of the business. A badly written report can completely ruin an impression, so follow these steps to ensure you get it right the first time.

A typical business analysis report is formatted as a cover page , an executive summary , information sections, and a summary .

• A cover page contains the title and author of the report, the date, a contact person, and reference numbers.
• The information section is backed up by data from the work you’ve done to support your findings, including charts and tables. Also, includes all the information that will help you make decisions about your project. Experience has shown that the use of reputable study materials, such as  StuDocu  and others, might serve you as a great assistant in your findings and project tasks.
• A summary is a short overview of the main points that you’ve made in the report. It should be written so someone who hasn’t read your entire document can understand exactly what you’re saying. Use it to highlight your main recommendations for how to change your project or organization in order to achieve its goals.
• The last section of a business analysis report is a short list of references that include any websites or documents that you used in your research. Be sure to note if you created or modified any of these documents — it’s important to give credit where credit is due.

The Process of Investigation

Explain the problem – Clearly identify the issue and determine who is affected by it. You should include a detailed description of the problem you are analyzing, as well as an in-depth analysis of its components and effects. If you’re analyzing a small issue on a local scale, make sure that your report reflects this scale. That way, if someone else reads your work who had no idea about its context or scope, they would still be able to understand it.

Explain research methods – There are two ways to do this. Firstly, you can list the methods you’ve used in the report to determine your actions’ success and failure. Secondly, you should add one or two new methods to try instead. Always tell readers how you came up with your answer or what data you used for your report. If you simply tell them that the company needs to improve customer service training then they won’t know what kind of data led you to that conclusion. Also, if there were several ways of addressing a problem, discuss each one and why it might not work or why it may not be appropriate for the company at this time.

Analyze data – Analyzing data is an integral part of any business decision, whether it’s related to the costs of manufacturing a product or predicting consumer behavior. Business analysis reports typically focus on one aspect of an organization and break down that aspect into several parts — all of which must be analyzed in order to come to a conclusion about the original topic.

The Outcome of Each Investigation Stage

The recommendations and actions will usually follow from the business objectives not being met. For example, if one of your goals was to decrease costs then your recommendations would include optimization strategies for cost reduction . If you have more than one suggestion you should make a list of the pros and cons of each one. You can make several recommendations in one report if they are related. In addition, make sure that every recommendation has supporting arguments to back them up.

Report Summary

Every business analysis report should start with a summary. It’s the first thing people see and it needs to capture their attention and interest. The report summary can be created in two ways, depending on the nature of the report:

• If the report is a brief one, that simply gives a summary of the findings, then it can be created as part of the executive summary.
• But if it’s a long report, it could be too wordy to summarise. In this case, you can create a more detailed overview that covers all the main aspects of the project from both an internal and external point of view.

Everything comes down to this section. A presentation is designed to inform, persuade and influence decision-makers to take the next action steps.

Sometimes a slide or two can make them change their mind or open new horizons. These days, digital dashboards are becoming increasingly popular when it comes to presenting data in business reports. Dashboards combine different visualizations into one place, allowing users to get an overview of the information they need at a glance rather than searching through a bunch of documents or spreadsheets trying.

Databox offers dynamic and accessible digital dashboards that will help you to convert raw data into a meaningful story. And the best part is that you can do it with a ‘blink of an eye’ even if you don’t have any coding or designs skills. There is also an option of individual report customization so that you can tailor any dashboard to your own needs.

Pre-made dashboard templates can be extremely useful when creating your own business analysis report. While examples serve as inspiration, templates allow you to create reports quickly and easily without having to spend time (and money) developing the underlying data models.

Databox dashboard templates come with some of the most common pre-built metrics and KPIs different types of businesses track across different departments. In order to create powerful business insights within minutes, all you need to do is download any of our free templates and connect your data source — the metrics will populate automatically.

Business Report Examples and Templates

Databox business dashboard examples are simple and powerful tools for tracking your business KPIs and performance. These dashboards can be used by executive teams and managers as well as by senior management, marketing, sales, customer support, IT, accounting, and other departments. If you are new to this kind of reporting, you may not know how to set up a dashboard or what metrics should be displayed on it. This is where a premade template for business dashboards comes in handy.

For example, this Google Ads Report Template is designed to give you a simple way to keep track of your campaigns’ performance over time, and it’s a great resource for anyone who uses Google’s advertising platform, regardless of whether they’re an SMB, an SME or an enterprise.

KPI Report Examples and Templates

KPIs are the foundation of any business analysis, and they can come in a multitude of forms. While we’ve defined KPIs as metrics or measurements that allow you to assess the effectiveness of a given process, department, or team, there are a number of ways to evaluate your KPIs. Through the use of color-coding, user-friendly graphs and charts, and an intuitive layout, your KPIs should be easy for anyone to understand. A good way to do this is by having a dedicated business analyst on your team who can take on the task of gathering data, analyzing it, and presenting it in a way that will drive actionable insights. However, if you don’t have a dedicated analyst or don’t want to spend money on one, you can still create KPI reporting dashboards using free KPI Databox templates and examples .

For example, this Sales Overview template is a great resource for managers who want to get an overview of their sales team’s performance and KPIs. It’s perfect for getting started with business analysis, as it is relatively easy to understand and put together.

Performance Report Examples and Templates

All businesses, regardless of size or industry, need to know how well they are performing in order to make the best decisions for their company and improve overall ROI. A performance dashboard is a strategic tool used to track key metrics across different departments and provide insight into the health of a business. Databox has a collection of 50+ Performance Dashboard Examples and Templates which are available for free download.

For example, if your business is investing a lot into customer support, we recommend tracking your customer service performance with this Helpscout Mailbox Dashboard which will give you insights into conversations, your team’s productivity, customer happiness score, and more.

Executive Report Examples and Templates

An executive dashboard is a visual representation of the current state of a business. The main purpose of an executive dashboard is to enable business leaders to quickly identify opportunities, identify areas for improvement, pinpoint issues, and make data-informed decisions for driving sales growth, new product launches, and overall business growth. When an executive dashboard is fully developed, as one of these 50+ Databox Free Executive Examples and Templates , it offers a single view of the most important metrics for a business at a glance.

For example, you probably have more than one set of financial data tracked using an executive dashboard software : invoices, revenue reports (for accounting), income statements, to mention a few. If you want to view all this data in one convenient place, or even create a custom report that gives you a better picture of your business’s financial health, this Stripe Dashboard Template is a perfect solution for you.

Metrics Report Examples and Templates

Choosing the right metrics for your business dashboard can be crucial to helping you meet your business objectives, evaluate your performance, and get insights into how your business is operating. Metrics dashboards are used by senior management to measure the performance of their company on a day-to-day basis. They are also used by mid-level managers to determine how their teams are performing against individual goals and objectives. Databox provides 50+ Free Metrics Dashboard Examples and Templates that you can use to create your company’s own dashboards. Each is unique and will depend on your business needs.

For example, if you are looking for ways to track the performance of your DevOps team, and get the latest updates on projects quickly – from commits, and repository status, to top contributors to your software development projects, this GitHub Overview Dashboard is for you.

Small Business Report Examples and Templates

A lot of small business owners don’t realize how important it is to have a proper dashboard in place until they actually use one. A dashboard can help you track and compare different metrics, benchmark your performance against industry averages, evaluate the effectiveness of your marketing and sales strategies, track financials, and much more. So if you’re looking for a tool to help you measure and manage your small business’ performance, try some of these 50+ Free Small Business Dashboard Examples and Templates .

For example, this Quickbooks Dashboard template can help you get a clear understanding of your business’s financial performance, ultimately allowing you to make better-informed decisions that will drive growth and profitability.

Agency Report Examples and Templates

Agency dashboards are not a new concept. They have been around for years and are used by companies all over the world. Agency dashboards can be powerful tools for improving your marketing performance, increasing client loyalty, and landing new clients. There is no single correct way to create an agency dashboard. Everyone has their own goals and objectives, which will ultimately determine which data points you choose to include or track using a client dashboard software , but with these Databox 100+ Free Agency Dashboard Examples and Templates you have plenty of options to start with.

For example, you can use this Harvest Clients Time Report to easily see how much time your employees spend working on projects for a particular client, including billable hours and billable amount split by projects.

Better Business Reporting with Databox

Business analysis is all about finding smart ways to evaluate your organization’s performance and future potential. And that’s where Databox comes in.

Databox can be a helpful tool for business leaders who are required to analyze data, hold frequent meetings, and generate change in their organizations. From improving the quality and accessibility of your reporting to tracking critical performance metrics in one place, and sharing performance metrics with your peers and team members in a cohesive, presentable way, allow Databox to be your personal assistant in these processes, minimize the burdens of reporting and ensure you always stay on top of your metrics game.

Sign up today for free to start streamlining your business reporting process.

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Business Analysis

Whether you’re an Analysts or Project manager, you would find our business analysis templates very useful. We offer a slide deck that is engaging and can be customized quickly. As more organizations are investing in project management, the importance of business analysis has increased manifold. Business analysis and project management can work hand-in-hand to understand the structure and policies of an organization and recommend solutions that can help achieve the desired goal. Our business analysis templates come with creative illustrations and charts that can help in visually representing customer demand analysis, business goals, a marketing plan and much more.

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Business Analysis

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Business Analysis Templates

Business analysis is the most important pillar of any business. Business Analysis identifies the solutions that will maximize the value delivered by the company. It is the process of identifying business needs & requirements as well as determining solutions to business hurdles. You can also use these templates for introducing and managing change to organizations. You can highlight the strength, weaknesses, opportunities, and threats involved in a business with these creative slides. This data will help to define strategies to grow the business. Business analysis can help you to understand the business in detail. Download these professionally designed PowerPoint templates to showcase how the company stands firm in the competitive world. With the help of our professionally designed  free PPT templates , you can showcase your business analysis to the respective audience.

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Business analysis powerpoint templates for presentations:.

The Business Analysis PowerPoint templates go beyond traditional static slides to make your professional presentations stand out. Given the sleek design and customized features, they can be used as PowerPoint as well as  Google Slides templates . Inculcated with visually appealing unique and creative designs, the templates will double your presentation value in front of your audience. You can browse through a vast library of Business Analysis Google Slides templates,  PowerPoint themes  and  backgrounds  to stand out in your next presentation.

What Is A Business Analysis PowerPoint Template?

A Business Analysis PowerPoint template is a ready-made presentation template that provides a structured framework for creating professional Business Analysis presentations. The Business Analysis PPT presentation template includes design elements, layouts, and fonts that you can customize to fit your content and brand.

What Are The Advantages Of Business Analysis Presentation Templates?

Business Analysis PPT presentation templates can be beneficial because they:

• Add multiple visual and aesthetic layers to your slides.
• Ensure that complex information, insights and data is presented in a simplistic way.
• Enhance the overall visual appeal of the content.
• Save you a lot of time as you don’t have to start editing from scratch.
• Improve the professional outlook of your presentation.

How To Choose The Best Business Analysis Presentation Templates?

Keep the following points in mind while choosing a Business Analysis Presentation template for PowerPoint (PPT) or Google Slides:

• Understand your presentation goals and objectives.
• Make sure the Business Analysis template aligns with your visual needs and appeal.
• Ensure the template is versatile enough to adapt to various types of content.
• Ensure the template is easily customizable.

Can I Edit The Elements In Business Analysis PowerPoint Templates?

Yes, our Business Analysis PowerPoint and Google Slides templates are fully editable. You can easily modify the individual elements including icons, fonts, colors, etc. while making your presentations using  professional PowerPoint templates .

Are Business Analysis PowerPoint Templates Compatible With Google Slides?

Yes, all our Business Analysis presentation templates are compatible and can be used as Business Analysis Google Slides templates.

How To Download Business Analysis PowerPoint Templates For Presentations?

To download Business Analysis presentation templates, you can follow these steps:

• Select the resolution (16*9 or 4*3).
• Select the format you want to download the Business Analysis template in (Google Slides or PowerPoint).
• Make the payment (SlideUpLift has a collection of paid as well as free Business Analysis PowerPoint templates).
• You can download the file or open it in Google Slides.

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Monthly business analysis powerpoint presentation slides

Demonstrate the ways that help to plan and monitor the business functions or activities by using our content ready Monthly Business Analysis PowerPoint Presentation Slides. With the aid of this visually appealing monthly business review PPT theme, you can display the financial performance and stability of your organization. Use the corporate performance analysis PowerPoint graphics and explain how to maintain the monthly balance sheet of the overall cost manufacturing and other operational costs. You can elaborate on the valuable data insights of your organization with the help of the business analysis process flow presentation template. Take the assistance of the financial planning & analysis PowerPoint layout and portray the steps that solve the business-related issues. Employ this professionally designed monthly performance review PPT visuals and define the business requirements more efficiently. By using the company analysis presentation slides, you can determine the key financial ratios of your business. Hence, download our ready-to-use monthly performance review PowerPoint deck and analyze the monthly reports of your company.

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Slide 1 : This slide introduces Monthly Business Analysis. State Your Company Name and begin. Slide 2 : This is an Agenda slide. State your agendas here. Slide 3 : This slide shows Table of Content for the presentation. Slide 4 : This slide highlights Business Overview from Table of Content. Slide 5 : This slide displays Highlights with related icons and additional text boxes. Slide 6 : This slide presents Financial Summary describing- EBITDA, Net Profit, Q-O-Q Revenue Growth, Net Profit Margin, Net Revenue. Slide 7 : This slide showcases Revenue Split - by Geography showing data in percentage. Slide 8 : This slide represents Revenue Split - by Country including countries as- Asia, Australia, South America, North America, Africa. Slide 9 : This slide shows Revenue Split - by Product/ Segment in tabular form. Slide 10 : This slide presents Revenue Split - by Product/ Segment in graphical form. Slide 11 : This slide displays Key Developments/ Milestones Achieved with related imagery. Slide 12 : This slide highlights Financial Performance from Table of Content. Slide 13 : This slide represents P&L - KPIs describing- Revenue, COGS, Operating Profit, Net Increase in Cash. Slide 14 : This slide shows P&L - KPIs in Tabular Form. Slide 15 : This slide presents Balance Sheet - KPIs in graphical form. Slide 16 : This slide presents Balance Sheet - KPIs (Tabular Form) showing liabilities. Slide 17 : This slide displays Balance Sheet - KPIs (Tabular Form) showing assests. Slide 18 : This slide represents Cash Flow Statement - KPIs describing- Operation, Financing Activities, Investing Activities, Net Increase In Cash. Slide 19 : This slide showcases Cash Flow Statement - KPIs (Tabular Form). Slide 20 : This slide shows Key Financial Ratios including- P/E Ratio, Debt to Equity Ratio, Current ratio, Return on Assets, Return on Equity, Return on Investment. Slide 21 : This slide presents Funding Updates showing Debts. Slide 22 : This slide presents Funding Updates showing Equity. Slide 23 : This slide highlights Client and Project Updates from Table of Content. Slide 24 : This slide displays Top Customers & Vendors in tabular form. Slide 25 : This slide represents Top Debtors & Creditors. Slide 26 : This slide showcases Client Updates with related images. Slide 27 : This slide shows Project Updates on major projects bagged, major orders in hand, major projects lost and pipeline orders. Slide 28 : This slide highlights Competitor's Analysis from Table of Content. Slide 29 : This slide shows Competitor Analysis with the help of bar graph. Slide 30 : This slide presents Competitor Analysis with the help of Pie Chart. Slide 31 : This is an optional slide on Competitor Analysis. Slide 32 : This is another optional slide on Competitor Analysis. Slide 33 : This slide showcases Benchmarking Competitive Intelligence in matrix form. Slide 34 : This slide highlights Future Roadmap from Table of Content. Slide 35 : This slide shows 30-60-90 Day Plan with text boxes. Slide 36 : This slide presents Light Bulb with Time Planning Ideas. Slide 37 : This slide displays Product Roadmap (Layout - 1) in timeline form. Slide 38 : This slide represents Product Roadmap (Layout - 2) in graphical form. Slide 39 : This slide showcases Product Roadmap (Layout - 3). Slide 40 : This slide shows Phases of Implementation with text boxes. Slide 41 : This slide presents Major Roadblocks or Obstacles. Slide 42 : This is an optional slide for Major Roadblocks or Obstacles. Slide 43 : This slide displays Swot Analysis. Describe your firm's Strengths, weaknesses, opportunities and threats. Slide 44 : This slide highlights CSR / Miscellaneous Activities from Table of Content. Slide 45 : This slide represents Corporate Social Responsibility (CSR) with related diagram and text boxes. Slide 46 : This slide showcases Customer Service Benchmarking in graphical form. Slide 47 : This is an optional slide for Customer Service Benchmarking. Slide 48 : This slide shows Organization Chart with names and designation. Slide 49 : This slide presents Goals and Success Metrics. Add data as per needs. Slide 50 : This slide displays Health Scorecard with Overall Score, Qualitative Aspects, Quantitative Aspects. Slide 51 : This slide showcases Monthly Business Analysis Icons. Slide 52 : This slide reminds about 15 minutes coffee break. Slide 53 : This slide shows Bar Graph with two products comparison. Slide 54 : This slide displays Clustered Column chart with two products comparison. Slide 55 : This slide is titled as Additional Slides for moving forward. Slide 56 : This is Our Mission slide with related imagery and text. Slide 57 : This is Meet our Team slide with names and designation. Slide 58 : This is a Comparison slide to state comparison between commodities, entities etc. Slide 59 : This is a Quotes slide to convey message, beliefs etc. Slide 60 : This is a Target slide. State your targets here. Slide 61 : This is a Venn slide with text boxes. Slide 62 : This is a Puzzle slide with text boxes to show information. Slide 63 : This is an Idea Generation slide to state a new idea or highlight information, specifications etc. Slide 64 : This slide shows Magnifying Glass to highlight information. Slide 65 : This is a Thank You slide with address, contact numbers and email address.

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• Spring Budget 2024: Overview

A round-up of the Spring Budget and the implications for individuals and businesses.

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In this Spring Budget statement on 6 March 2024, Jeremy Hunt, the Chancellor of the Exchequer, used what may be his last set piece parliamentary economic statement prior to the forthcoming general election to set out some major personal tax changes. Further tax administration measures will be announced on 18 April 2024.

Businesses (except those in the energy sector) have little to worry about this time around, following the UK corporation tax increase to 25 percent, the adoption of rules intended to achieve a global 15 percent minimum tax rate and full expensing for plant and machinery expenditure over the past couple of years. The Government confirmed that it was proposing to extend the full expensing for plant and machinery expenditure for leasing but only when economic conditions allow. An extension of the Energy Profits Levy (the 35 percent levy on profits arising from the upstream production of oil and gas) for an additional year to 31 March 2029 was also announced.

Further incentives for the creative sector were announced worth a total of circa £1 billion over the next five years. A 53 percent UK independent film tax credit will be introduced for films with budgets under £15 million from 1 April 2024, a five percent increase in tax relief for UK visual effects in film and high-end TV, with UK visual effects costs exempt from the 80 percent cap on qualifying expenditure from 1 April 2025 and the rates of relief for theatres, orchestras and museums made permanent from 1 April 2025 at 45 percent for touring and 40 percent for non-touring productions. Eligible film studios will benefit from a 40 percent relief on gross business rates until April 2034.

Other business rates measures include an extension of the empty property relief reset period from six to thirteen weeks from 1 April 2024 and the consultation on the introduction of a general avoidance rule.

The VAT registration threshold will be increased from £85,000 to £90,000 from 1 April 2024 ending a seven-year freeze.

The two percent cut in the main rate of national insurance contributions (NIC) for employees and self-employed from 6 April 2024 was well trailed in advance as was the expectation that fuel duty will be frozen for yet another year. Taking into account the NIC changes announced last autumn, compared with 2023 this will be a total four percent cut in the main NIC rate for employees to eight percent with a three percent cut in the self-employed rate to six percent from 6 April 2024.

The threshold for applying the high income child benefit charge has been increased by £10,000 to £60,000 from 6 April 2024 with the rate of the charge effectively halved by increasing the end of the taper range by £20,000 to £80,000. Further changes to this charge are on the horizon with HMRC being given the power to look at total household incomes so that this regime could in future apply to the total household income rather than on an individual basis.

In order to fund these significant tax giveaways, the Chancellor did not change his existing tight proposals for government spending over the next five years of a one percent per year real increase in spending but instead has focused on using investment in artificial intelligence and information technology to increase productivity in the national health services and other areas.

Tax raising measures introduced by the Chancellor include the abolition of multiple dwellings relief for stamp duty land tax with effect for completions on or after 1 June 2024 and contract exchanges after 6 April 2024, the abolition of the special tax treatment of furnished holiday lettings and the reduction of capital gains tax rate on residential property to 24 percent (which is expected to increase tax revenue).

The largest tax raising measure is the abolition of the existing non domicile regime from 6 April 2025 which will be replaced with a new exemption for foreign income and gains for the first four years of UK residence of an individual coming to the UK on the proviso that they have not been resident in the UK for the last ten years. Overseas workday relief will be retained and simplified for employees in their first three years of residence, though from 6 April 2025 it will only be available to new arrivals in the UK who are eligible for the foreign income and gains (FIG) regime. This significant change will involve removing the existing income tax and capital gains tax protections for non-resident trusts (unless a settlor is eligible for the FIG regime at the time a charge arises) although the inheritance tax benefits of trusts created by non domiciled individuals may continue. 

Transitional relief will apply for those individuals who currently benefit from the remittance basis and will not benefit from the new four year exemption with a 50 percent reduction in income tax rates on personal foreign income in the 2025-26 tax year. Remittance basis users will also be able to claim to rebase foreign assets to 6 April 2019 and foreign income and gains which have arisen prior to 6 April 2025 will be eligible to be remitted to the UK at a tax rate of 12 percent under the temporary repatriation facility.

Existing non-UK domiciliaries will need to take care to understand the new rules and the potential benefits provided by the transitional regime over the next year.

Another significant change to personal taxation is the proposed change to the inheritance tax system from one based on domicile to one based on residence in conjunction with connection factors, to take effect from 6 April 2025. Depending on the details, which will be subject to consultation, it is possible that non-UK assets will fall into and out of scope of UK inheritance tax 10 years after arriving in the UK, or 10 years after emigrating from the UK, respectively.

It is said that to govern is to choose. The Chancellor has chosen to steal one of Labour’s prominent tax policies to part fund his NIC cut for employees and the self-employed while keeping future government spending on a tight leash. Whether this has any impact on the general election time will tell.

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Top 10 geopolitical developments for 2024

EY Global Geostrategic Business Group Insights Leader; EY Global Research Institute Director – EY Knowledge

EY Global SaT Sustainability Leader; Global Business Development, Markets and Insights Leader

EY EMEIA Leader, Geostrategic Business Group

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Ey 2024 geostrategic outlook report (pdf), the global elections supercycle will contribute to geopolitical complexity. businesses need to adapt their strategies to stay ahead..

• In 2024, artificial intelligence and the oceans will emerge as new issues motivating geopolitical competition and regulatory dynamics.
• To thrive in this new era, companies need to adjust their business models, strategies, supply chains and sustainability plans.
• The EY Geostrategic Business Group has released the 2024 Geostrategic Outlook, which examines how geopolitics will affect business in the year ahead.

G eopolitics in 2024 will be volatile and unstable. Before digging into the  2024 Geostrategic Outlook (pdf) , let’s first look back at the past year. How closely did the expectations in the  2023 Geostrategic Outlook  align with reality?

About the 2024 Geostrategic Outlook

The annual Geostrategic Outlook presents analysis by the EY Geostrategic Business Group (GBG) on the global political risk environment in the year ahead.

To select the top 10 geopolitical developments in the 2024 Geostrategic Outlook, the GBG first conducted a crowdsourced horizon scanning exercise to identify potential political risks. The crowdsourced inputs came from dozens of subject matter resources across EY teams, including those focused on public policy, strategy, macro trends and sector-level developments across all geographical regions. This scan encompassed the four categories of political risk in the geostrategy framework — geopolitical, country, regulatory and societal — throughout all regions of the world. The GBG then identified additional developments through interviews with subject matter resources in other political risk organizations.

Next, the GBG assessed all the identified political risks along two dimensions: their probability of occurring and the degree to which they would have impact on companies across sectors and geographies globally. This impact assessment is aligned with the second step in implementing a geostrategy. The top 10 geopolitical developments included in this Outlook are those that were assessed to be both high probability and high impact, broadly speaking for global companies.

The past year was yet another in which businesses faced an extraordinary collection of geopolitical events and deepening trends. Many geopolitical developments unfolded largely as we expected. “Stabilized volatility” – one of the overarching themes we identified in our 2023 Geostrategic Outlook – proved an apt description of geopolitical tensions and government intervention in economies persisting and plateauing at an elevated level. However, geopolitical tensions began to rise again in the fourth quarter, particularly in the Middle East – a region that we had not included in our top 10 developments for 2023.

Our second overarching theme from 2023 also stood the test of time: governments around the world faced a variety of “policy trade-offs.” Among the most consequential and dynamic policy areas has been energy security and associated sustainability concerns. Climate policy continues to reign near the top of the agenda for many governments, culminating in the recent 2023 United Nations Climate Change Conference (COP28) in the UAE. However, central banks and fiscal policymakers managed the inflation-recession paradox better than had been expected. And we did not foresee how rapidly generative artificial intelligence (AI) would emerge, so it was a surprise that regulation of AI jumped to the top of the agenda.

Looking ahead, many of the themes and developments from 2023 will continue to play out in 2024.

Download the full 2024 Geostrategic Outlook

Navigating a multipolar world.

One defining feature of the geopolitical environment in 2024 will be multipolarity. A greater number of powerful actors will shape an increasingly complex global system. As great powers, the EU, the US and China will continue to shape the global operating environment in profound ways. Geopolitical swing states – countries such as India, Saudi Arabia, Turkey, South Africa and Brazil that are not specifically aligned with any major power or bloc – will gain more sway over the international agenda.

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Smaller countries and non-state actors will also seize on opportunities to redraw boundaries or otherwise shape their corner of the geopolitical multiverse. The war in Ukraine and geopolitical conflicts that have flared up in several other parts of the world may only be the beginning.  

De-risking global supply chains

The second defining feature of geostrategy in 2024 will be de-risking. The COVID-19 pandemic and the war in Ukraine highlighted countries’ global dependencies and the challenges in achieving resilience with just-in-time and globalized supply chains – especially when production was concentrated in a small number of markets.

Governments have responded by reengaging in or expanding their reliance on industrial policy. They are seeking to promote greater domestic production of critical products. In certain markets, geopolitical competition has already been embedded with these industrial policies. We will see more of this explicit connection between economic policy and foreign or national security policies in the year ahead.  

Countries race to innovate on and regulate AI

Building on its momentum in 2023, the geopolitics of AI will become more important in 2024. Governments will race to regulate AI to reduce the potential of sociopolitical risks. But policymakers will simultaneously try to foster domestic AI innovation to compete geopolitically. As a result, AI will be a central dynamic in US-China relations. In 2024, the dual races to innovate and regulate AI will accelerate the shift toward distinct geopolitical blocs.  

Oceans take geostrategic prominence

But 2024 will also be different in several important ways. The geopolitics of the oceans will feature more prominently in the global zeitgeist. The oceans are home to 94% of all life on our planet, and they are an increasingly important economic and national security resource. A staggering 90% of global goods trade is shipped via maritime routes, but many of the world’s busiest maritime transit corridors are at risk of geopolitical disruption. And deep-sea mining is forecast to account for at least one-third of the supply of critical minerals necessary for the energy transition. Companies will need to take ocean geopolitics into account when setting their supply chain and sustainability strategies.  

Elections everywhere all at once

And 2024 will be a year of elections – we call it the global elections supercycle. Voters will go to the polls in markets accounting for about 54% of the global population and nearly 60% of global GDP. This will generate regulatory and policy uncertainty in the short and medium term. We may look back on some – especially the US and EU – as the most consequential elections in decades, amid competing visions for international relationships and economic policy that will fundamentally impact the global business environment.  

The 2024 Geostrategic Outlook

Current events muddy the geopolitical outlook and raise the risk of more significant conflict escalation in the year ahead. But what is crystal clear is geopolitics has become a multiverse: a complex mix of alliances and rivalries, with overlapping bilateral, regional and other types of institutional groupings. These dynamics, coupled with more countries heading to the polls in 2024 than in any year in recent history, elevate the likelihood of geopolitical surprises in 2024 – on both the downside and the upside.

The geopolitics surrounding AI and the oceans are just two of the top 10 geopolitical developments in the 2024 Geostrategic Outlook. The EY Geostrategic Business Group selected these developments because they are most likely to have significant impacts on organizations across sectors and geographies in 2024. As executives seek to anticipate and plan for geopolitical disruptions, two key themes will be important to keep in mind in 2024. The first theme is multipolarity, as geopolitical power becomes more dispersed amid heightened competition between blocs or alliance networks. The second is de-risking, with countries’ policy stances seeking to reduce global dependencies, prioritizing national security (broadly defined) over purely economic considerations.

• The geopolitical multiverse The growing influence of geopolitical swing states and smaller players seeking to change the status quo will create a more complex multiverse. Companies should realign their global footprint and corporate strategy to fit a multipolar geopolitical landscape.
• Geopolitics of AI The dual races to innovate and regulate AI will accelerate the shift toward distinct geopolitical blocs. Companies need to develop business models and technology strategies around AI that account for different regulatory approaches across markets.
• Domestic challenges in the US and China Political risks are heightened within each market and could have knock-on effects for geopolitics and global growth. Companies should factor internal challenges in the US and China, as well as their impact on other countries exposed to these two markets, into corporate strategies.
• Global elections supercycle Multiple upcoming elections worldwide will generate regulatory and policy uncertainty, with long-term implications for industrial strategies, climate policies and ongoing military conflicts. Companies need to conduct scenario analysis to explore the potential impacts.
• Prioritizing economic security Economic security measures to “de-risk” global interdependencies will be a prime tool in geostrategic competition. Companies should assess whether parts of their supply chains are strategic to governments now or strategic in the future and adapt their supply chain strategy accordingly.
• The diversification agenda Value chain diversification will pose both upside and downside political risks for companies entering or expanding in alternative markets. Companies should rethink their supply chain strategies and potentially expand production capacity and supplier relationships in new markets.
• Geopolitics of the oceans Competition over the world’s oceans will intensify in 2024, with implications for supply chains, data flows, food supplies and energy security. Companies should build resilience to the potential impacts of maritime shipping insurance rate increases, shipment delays or damaged cargos and vessels.
• Competition for commodities Geopolitical competition will intensify to secure supplies of critical minerals, food and water. Companies need to analyze current and future access to renewable energy and water in markets around the world, as well as the potential for public attention to their water and energy usage.
• Dual track green policies The national goals of economic growth and energy security will drive countries’ climate policies. Companies should incorporate policy-driven risks and opportunities into sustainability agendas, while staying ahead of the regulatory curve globally.
• Climate adaptation imperative Even as policymakers strive to mitigate climate change through emissions reductions, the urgency of adapting to the current physical risks of climate change will come into sharper focus. Companies should explore opportunities for investing in nature-based solutions and other adaptation initiatives.

The top 10 geopolitical developments in the 2024 Geostrategic Outlook will have broad-based impacts on companies across sectors and geographies. But each development is likely to have more direct impacts on certain sectors and sub-sectors, particularly in the near to medium term.

• Advanced manufacturing and mobility Economic security policies are likely to provide growth and investment opportunities for manufacturers. But the competition for commodities will affect the price and availability of critical inputs.
• Consumer products and retail Climate policies may provide opportunities for consumer companies to invest in this space. But the risk of geopolitical tensions disrupting critical shipping lanes could raise shipping costs and insurance rates.
• Energy and resources Dual track green policies will affect business models and strategies across the entire sector. Competition for commodities will pose risks and opportunities to miners, utilities and biofuels producers.
• Financial services Economic security and the diversification agenda are affecting banks’ and insurers’ global footprints and strategies. And the geopolitical multiverse will affect foreign exchange rates and currency markets.
• Government and infrastructure The global elections supercycle will in many cases slow the policymaking agenda. And elections systems will be at risk of foreign interference via cyberattacks, misinformation campaigns or financial operations.
• Health sciences and wellness Economic security policies may affect companies’ global footprints and supply chains. The geopolitics of AI will affect companies that are exploring how to harness AI to transform healthcare.
• Private equity Economic security is likely to create opportunities to finance investments and to launch more local start-funds. The geopolitics of AI and the climate adaptation imperative will affect funds’ investment theses.
• Technology, media and telecommunications Economic security policies will affect the investments and sales of semiconductor manufacturers and telecommunications companies. Data centers’ high energy use could come under scrutiny.

Three steps to take to thrive amid the complexity

Multipolarity and de-risking will pose both challenges and opportunities for companies around the world. Each of the developments explored in the 2024 Geostrategic Outlook will affect companies in unique ways and will therefore necessitate specific geostrategic actions to capitalize on the opportunities they present while also mitigating the risks they pose. At a high level, there are three no-regrets geostrategic moves that companies should take.

1. Build geopolitical considerations into business models and strategies.

In this era of profound change in the international system, the importance of geopolitics to corporate strategy is at its highest level in a generation. Successfully weaving geopolitical dynamics into corporate strategy will increasingly be a competitive advantage.

2. Increase the resilience of global supply chains.

Many companies’ supply chains are exposed to geopolitical developments. Executives need to determine how they can better position their company’s operating model and supply chain strategy to proactively adjust and increase their resilience to geopolitical disruptions.

3. Adapt sustainability strategies to geopolitical realities.

Multipolarity and de-risking are influencing government approaches to policies regarding climate change and natural resources, which will affect companies’ sustainability requirements, costs, competitive opportunities and strategy. Executives should incorporate new policies and regulations, as well as signals for how such policies may evolve in the future, into their sustainability strategies.

Global executives seeking to anticipate and plan for geopolitical disruptions should keep two key themes of multipolarity and de-risking in mind in 2024. There are three pivotal steps to take to get ahead of the top developments coming in the next year.

2024 Geostrategic Outlook webcast

Join the webcast on 23 January: top 10 geopolitical developments for 2024 and the associated business opportunities and challenges.

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