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  • Rebecca Rosier
    Written by Rebecca Rosier

    Rebecca is a copywriter at Funnel. With more than a decade of experience in advertising and media, she has written for everyone from ad-land heavyweights, to heritage brands, to plucky startups.

Data is the engine of marketing, fueling strategies and driving decisions. But your data's true power can only be unleashed when it’s fully understood. You can ensure your audience understands through data presentations that tell a story that’s meaningful to them. 

As Nancy Duarte wrote in her book Resonate, “Ideas are not really alive if they are confined to only one person’s mind.” It’s one thing to understand and master data — but the real magic happens when you share it with data visualizations and analysis that tell a story. That’s why data presentation is such a critical skill in marketing. 

Dry presentations are often boring or uninspiring. But when you present data that cuts through to what matters most for your audience, you turn powerful insights into stories that inspire.

So, how can you present data effectively in marketing? Let’s take a look at what needs to happen.

1. Understand your audience’s needs

Avoid overwhelming your audience with overly complicated charts or dense spreadsheets that leave them confused. Keep it clear and simple so they can connect with what you’re saying.

Make your slide decks engaging and matched to the audience you’re presenting to.

If you’re presenting data to executives, focus on the big-picture metrics to show your direct impact on growth and what your individual data points mean for overall strategy. If it’s analysts, dive into the numbers and give them the details they need.

Make your data matter by tying it to what your audience cares about most. Whether it’s boosting sales, improving campaigns or engaging customers, show them how your insights impact their problems rather than just showing them what you’ve done.

Also, know their style. If they’re visual thinkers, use clean, straightforward graphics in your data presentation format. If they need context, bring your data to life with stories or real-world examples. As Nancy Duarte explains in Resonate:
A quote on a blank background

2. Use emotion to craft a compelling narrative 

Numbers alone don’t move people. Stories that connect do. Rather than presenting numbers on a deck, you need to appeal to emotion. To do this, position your data as the tools or wisdom that empower your audience or brand to succeed.

One way you can do this is by leveraging Ethos, Pathos and Logos from Aristotle’s Rhetoric in your data presentations. Use these timeless principles to connect with your audience and persuade them to take action:

  • Ethos (credibility): Establish your authority by including well-researched, accurate data in your decks. Show that your insights are grounded in expertise and can be trusted.
  • Pathos (emotion): Appeal to your audience’s emotions by aligning your data with their ambitions, struggles or values. For example, a CMO might align their data with wider business goals to show marketing’s contribution to revenue uplift. Use compelling visuals or real-life examples to make the impact tangible for your audience.
  • Logos (logic): Lead with clear, logical arguments that show how your data supports the hero’s journey. Highlight trends, outcomes and actionable insights that make the next steps obvious.

Your audience must be confident in your authority and expertise, feel emotionally connected to what you’re presenting and be able connect your data with the next steps they need to take.

“Emotion is a powerful driver of consumer behavior, but it didn’t used to be. Before the 1900s, people rarely expressed emotion publicly; it was not socially acceptable to discuss feelings or desires. Products developed were solely marketed as items of necessity, not items of desire. As PR and advertising became prevalent, companies began to compete based on consumer desire and not necessarily consumer need. Suddenly, irrelevant objects became powerful symbols of status. Today, appealing to emotion is commonplace. Ads can make us laugh or cry, feel sexy or feel guilty. A full range of emotions can be felt during one thirty-minute television show.”

Nancy Duarte, Resonate 

 

Data guides your hero

Every story needs a hero, even a data story. It’s through the hero that people connect to the story on an emotional level. 

In your story, the hero might be the audience you are presenting to or the brand you’re helping to grow. The data you present becomes the guide, much like a trusted advisor, helping your hero overcome challenges, achieve goals and unlock opportunities. Data guides your hero by:

  • Illuminating the journey: Think of data as your hero’s guide, shining a light on the path from confusion to clarity. For example, a marketing team might use customer segmentation data to identify which audience segments are most likely to engage with a new product, helping them prioritize their efforts and move forward with confidence.
  • Uncovering the villain: Every hero faces obstacles, and data helps uncover them. Imagine a brand struggling with poor ROI on a campaign. Data analysis might reveal that the problem is misaligned targeting, with ads reaching the wrong audience or weak messaging that doesn’t resonate. Now the team knows what they need to fix.
  • Building tension and release: Transformation is where the magic happens. Before-and-after data can show how implementing a new strategy increased email open rates from 10% to 40% or boosted website conversions by 50%. These metrics tell a compelling story of progress.
  • Presenting the stakes: What happens if the hero doesn’t act? What could they gain if they do? For instance, a competitor analysis might show that failing to innovate in a product category could lead to losing market share while embracing a data-informed approach could open up a $2 million growth opportunity. Data makes the stakes clear.
  • Driving action: Insights from data aren’t just there to admire — they’re there to inspire. If a team learns that a specific customer segment responds best to video content, the next step is clear: invest in video production to better engage that audience. Data provides the nudge to take actionable steps.
  • Validating success: Every hero needs to know they’ve won. Data closes the loop by proving the strategy worked. For example, after implementing a new pricing model, metrics might show a 25% increase in sales and higher customer retention rates. This validation not only confirms success but also builds momentum for the next challenge.

By positioning your audience or brand as the hero and your data as the guide, you’ll craft a narrative that motivates action and reinforces the value of your insights.

“You are not the hero who will save the audience; the audience is your hero.”

-Nancy Duarte, Resonate

The journey structure outlines your story

Use the journey structure (inspired by Resonate) to craft a narrative that resonates and inspires action:

  • Introduction – grab attention: Start by setting the scene. What’s the big idea or context? Hook your audience right away with data that makes them care. Show them why it matters.
  • Issue – spark interest: Dive into the challenge. What’s the problem or obstacle? Use real-world data to bring it to life and make the urgency of solving it crystal clear.

Chart of the presentation structure for data stories
The way you introduce concepts and drive tension in your presentation has a direct correlation to the outcomes you inspire.

  • Solution – build desire: Here’s where your insights take center stage. Show how the data cuts through the noise and leads to clarity. Use data visualization techniques or comparisons to make the solution stand out.
  • Vision – inspire action: Paint a compelling picture of success. What’s possible if they act on your insights? Use projections or outcomes to help them imagine the future.
  • Plan – guide to action: Break down the steps. Show exactly how the insights translate into actionable strategies. Even if you’re presenting complex data, it’s your job to keep it clear and achievable so they see the path forward.
  • Next step – drive results: End with a call to action. What do you want them to do next? Back it up with data to give them confidence in taking the leap.

This structure doesn’t just tell a story; it moves your audience toward real, measurable results.

‘Before and after’ creates tension and contrast

To create engaging presentations, you need to paint a “before and after” or “current vs. ideal” scenario that reveals the “brand new day” your audience will experience if they take the action you recommend.

Think of it like this: when you’re trying to justify a marketing budget increase for next quarter, what will have more impact? Showing how well CPA and CPC performed last quarter? Or a narrative that takes your CMO and the C-suite on a journey from concept through a story that ties your results directly to the future growth of the company?

By alternating the now with what could be you create excitement that is tied to the goals the C-suite is working toward.

Chart showing how to create tension when presenting data
By contrasting the now with a better future you build tension that drives action.

“Getting ahead of the next curve requires courage and communication: Courage to determine the next bold move, and communication to keep the troops committed to the value of moving forward. Rallying stakeholders to move together in a common course of action is all part of the innovation and survival process. Leaders at every level in an organization need to be skillful at creating resonance if that organization is to control its own destiny.”

-Nancy Duarte, Resonate

 

3. Visualize data with purpose

When it comes to presenting data, simplicity and clarity are your best allies.

  • Simplicity and clarity: As Duarte emphasizes, “The enemy of persuasion is obscurity.” Strip down visuals to their essentials — eliminate clutter that distracts from your message. For example:
    • Do: Use a clean bar chart to compare revenue growth over time.
    • Don’t: Overload with 3D effects, unnecessary labels or excessive colors.
    • Do: Use simple line graphs to show trends over months or quarters.
    • Don’t: Cram multiple metrics into a single chart, making it hard to read.
  • Data highlights: Focus on the metrics that matter most to your stakeholders, the ones that answer their questions or drive key decisions. Use color and thoughtful design to guide the viewer’s eye to these points. For instance, highlight the line or bar representing growth, or use contrasting colors to emphasize a standout metric.
  • Context is key: Data without context can mislead or confuse. Always explain what your numbers mean and why they matter. This makes your insights actionable and relevant.
  • Keep it focused: Stick to the five-second rule. If your audience can look at the slide and see in five seconds if something is wrong, it is focused enough. If not, there is still too much noise.

Take a look at this focused CEO dashboard. In five seconds or less, the CEO has a complete overview of all of their departments and can see at a glance where there are any issues, where things are stable, and where things are on track.

Data presentation for a CEO
Data presentation example with clear visuals and a limited color palette.

By keeping your visuals simple, highlighting the right data and providing context, you’ll create presentations that persuade and inspire action.

An effective data presentation example

Imagine you’re facing the C-suite to justify your campaign performance for the previous quarter. You’re dreading it because the paid social ad spend increased by 25% and ROI dropped by 10%. Without context, this looks like a problem. However, by using data storytelling you can share the whole picture in a way that makes sense to your C-suite:

Steps for effectively presenting data

Provide business-wide context

  • First, explain how this spend aligns with broader goals:

The increased investment supports our strategy to build brand awareness ahead of the upcoming product launch.

  • Normalize the ROI dip:

A 10% drop in ROI during awareness campaigns is common in our industry and competitors are seeing similar trends as they scale their efforts.

Add customer and market context

  • Highlight audience nuances:

We’re targeting a new segment that requires more touchpoints to convert. This is a long-term funnel-building strategy.

  • Acknowledge market trends:

Social ad costs are up 18% this quarter due to heightened competition, which is impacting ROI across the board.

Turn insights into actionable takeaways

  • Show leading indicators of success:

While direct ROI is down, we’ve achieved a 40% increase in website visits and 15% growth in email sign-ups — key predictors of future revenue.

  • Present next steps:

In Q2, we’ll optimize retargeting to improve ROI and focus on converting these new leads into customers in the shortest payback period possible.

Why this works

Providing context shifts the conversation:

  • From: “Why is ROI dropping?
  • To: This is a strategic investment in long-term growth.

By tying performance to business goals and market realities, you reassure the C-suite that your strategy is intentional, adaptable and future-focused, demonstrating data-informed leadership and foresight.

4. Conclude with a clear call to action

Your conclusion is the critical moment to inspire action — your audience is waiting for the mic drop. Here's how to make it count:

1. Summarize the key insights

  • Reinforce your main takeaway: Remind your audience of the story your data has told and how it connects to their goals.

Example: “Our data shows that while ROI dipped this quarter, the increased brand awareness and new leads position us for stronger revenue in the next two quarters.”

2. Setup the call to action

Tie the action to a benefit: Use language like “Do X so you can achieve Y.”

Examples:

  • “Reallocate budget to retargeting campaigns so we can convert high-value leads.”
  • “Focus on engaging this new audience segment so we can build a long-term growth pipeline.”
  • “Shift spending to high-performing channels to maximize ROI next quarter.”

3. Encourage actionable next steps

Be clear about what you want your audience to do. Whether it’s approving a budget shift, adjusting tactics or launching a new strategy, leave no ambiguity.

Example: “To drive these outcomes, we recommend reallocating 15% of the budget to retargeting and launching a Q2 email campaign targeting new sign-ups.”

Here are a few impactful ways to structure your CTAs:

  • “By reallocating $50K to social retargeting, we can increase Q2 ROI by 20%.”
  • “Let’s greenlight the new campaign to convert these high-value leads into paying customers.”
  • “Approve the updated strategy to maximize the impact of our awareness efforts.”

By summarizing insights and presenting a clear benefits-driven call to action, you leave your audience with confidence in the next steps and the value of your recommendations.

Turn your raw data into engaging stories that inspire action

For data presentation that packs a punch, the foundation is reliable, well-connected data. A centralized Data Hub empowers you to weave context, trends and actions into cohesive narratives that drive understanding and inspire action across your team and leadership.

Disconnected or unreliable data can obscure context and derail decision-making. By creating a unified data ecosystem, you can transform metrics into compelling insights that engage and motivate your audience. See it in action for yourself. When your data tells a story it becomes a powerful catalyst for progress.

Contributors Dropdown icon
  • Rebecca Rosier
    Written by Rebecca Rosier

    Rebecca is a copywriter at Funnel. With more than a decade of experience in advertising and media, she has written for everyone from ad-land heavyweights, to heritage brands, to plucky startups.

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