Higher level is fine, as long as you know the detailed numbers. When doing the summary, try including the following:
- Year
- Number of Customers
- Number of Employees
- Total Revenue
- Cost of Goods Sold (COGS)
- Gross Margin (Revenue - COGS)
- Any significant expense categories (e.g. salaries, marketing, overhead)
- Any significant capital expenses
- Earnins Before Tax (EBT) or Earnings Before Interest & Tax (EBIT) or Earnings Before Interest, Depreciation, Tax, Appreciation (EBIDTA) depending on the business model
Depending on your Business, you may need different numbers. For example, if you are a SaaS company, then you'll have trouble with COGS and Gross Margin - there are a lot of debates about what should be included in COGS for a SaaS company.
Similarly, if you don't require much in the way capital purchases (equipment, etc) then you won't have much depreciation/appreciation so you may be looking at EBT or EBIT vs EBIDTA.
If you are an enterprise sale, and have a very long lead-time, then you may also want to include Billings vs. Earnings (for example, if you expect a long lead time between your billings/commitments and actually receiving money).
Finally, if you're subscription based, then you might want to include MRR (Monthly Recurring Revenue) and/or Annualized MRR.
Here's what we included in our pitch deck, which was pitched 2 weeks ago, to very positive feedback. It worked for us - not sure it would work for you, but feel free to use/copy/modify.
Year 1 Year 2 Year 3
Number Of Customers ### ### ###
Head Count (EE's) ### ### ###
MRR @ Year End ### ### ###
Revenues ### ### ###
Salary Expenses ### ### ###
Marketing Expenses ### ### ###
Other Expenses ### ### ###
EBT ### ### ###
* We will be cash-flow positive in QX of YX
* Revenues are based on ARPU of $XX
