fact sheet template

Fact Sheet Template, Examples and Instructional Resources

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The company Fact Sheet is a single page overview of key points about your company, startup, and organization. Here’s how Xtensio makes it simple to create a concise and engaging fact sheets for your business.

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Follow our step-by-step guide for creating impressive business fact sheets:
How-To Create A Fact Sheet

Save the fact sheet template with one click and start editing.
Follow along with the instructional template copy. Add charts, graphs, images and videos to customize further. Drag & drop. Resize. It’s the easiest editor.

Customize everything in the fact sheet template to match your brand.
Define your style guide; Add your (or your client’s) brand fonts. You can even grab colors directly from a website to quickly and easily brand your fact sheets.

Work on key details of your fact sheet together on the cloud.
Add colleagues (or clients) to collaborate on the fact sheet template. Changes automatically save and sync across all devices, in real-time.

Share a link. Present a slideshow. Embed. Download a PDF/PNG.
The fact sheet seamlessly adapts to your workflow. No more jumping from tool-to-tool to create different types of deliverables. Choose your file format and go.

Reuse and repurpose.
Save your own custom template. Or copy and merge into other documents.

The fact sheet explained

What is a fact sheet?

The fact sheet is a single page overview of important information about your company, startup, and organization. It is an easy-to-skim, compact, and concise summary of important key points that can be adapted for many purposes. 

Fact sheets are flexible in their purpose. You can create a fact sheet for any of these items, plus more:

  • Product or service fact sheets for sales teams
  • Investor intros for startups
  • Organization fact sheets for human resources or executive teams
  • Internal reporting
  • Various marketing collaterals
  • PR and media relationship fact sheets

Pinpointing the purpose of your business fact sheet allows you to properly customize and distribute it after completion. And while traditionally created as a one page Word, Google Docs or Google Sheets, the file format of your fact sheets should adapt to your needs.

 What information goes on a fact sheet?

The type of details that go into your company fact sheet will depend on its purpose. For example, a fact sheet made for sales or marketing should focus on presenting straightforward product/service information to pique the audience’s interest. A fact sheet created for internal reporting should include analytics on business growth and other key metrics. Here are some general ideas of the type of  information and key details you should include in your fact sheet:

  • Your company, business or brand name
  • Product information, or details about the service you’re offering
  • Key details about business metrics and goals
  • All relevant contact information: phone number, email addresses, street address, etc.

The flexibility of Xtensio’s fact sheet template and drag-and-drop editor allows you to easily modify and sort your information so that the template adapts to fit the overarching purpose of your fact sheet.

How do you create a fact sheet on one page?

Save any of Xtensio’s templates for fact sheets to your dashboard. Follow along with the instructional copy in the fact sheet template and the fact sheet how-to guide. While you would normally have to select the file format and pages size before starting on your fact sheet, Xtensio’s fact sheet template removes that barrier – just click and edit anything, the file format will adapt to your needs when you’re done.

Here is a bit of know-how for writing your fact sheets.

  • Add key details and important information about your company
  • Include social media links, phone number, email address and other contact information
  • Summarize your mission and vision
  • Describe your product and services
  • Define your market fit
  • Outline your business metrics
  • Identify your customers
  • Introduce your team

Xtensio’s editor is much easier to use while creating your fact sheet than traditional document creators like Microsoft Word or Google Docs. Click and edit anything in the template. Change color schemes and background to fit your brand. Add images, videos, charts and graphs to visualize your information however you need. Using bullet points makes it easier to skim your fact sheet for readers.

The fact sheet templates are designed to fit as a single-page download document, but you can also easily share a link or present it as a slideshow from right inside your workspace. No more jumping from tool-to-tool or worrying about file format size and more focus on creating impressive and focussed fact sheets to move your business forward.

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145,302 users and counting.

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In the past, we’ve used Asana to work together, and PowerPoint to present to other stakeholders. Xtensio replaces the need for both brilliantly.
 

David Nason
CEO/Founder, HireBrain
 

We use Xtensio both internally and on client projects. Definitely better than your standard agency deck or PPT presentation.
 
 

Zac Heisey
Director of Digital Marketing, Tribe Interactive

Xtensio simplified the disjointed process we were using in a Word doc and made communicating our research and reports with clients much smoother.
 

Tracey Dunlap
Chief Experience Officer, Zenmonics
 

Frequently Asked Questions

What is Xtensio?

Xtensio is a creative collaboration platform to design living documents, work together with internal and external teams, and flexibly share your work as digital presentations, responsive web pages or exportable PDF or PNGs.

What's a folio?

Folios are full-screen digital presentations, responsive web pages and exportable PDF or PNGs all-in-one. A folio can be anything from a brief business strategy exercise to a full-length presentation. Start with one of our templates, or create anything you need with the blank slate tool.

Your folios are live pages that you can edit and collaborate on with colleagues, clients and other key players. All of your changes—from dragging and dropping modules, to editing graphs, to changing colors— will save and sync instantly across devices. Here’s more on Making a Folio.

Is my data private and secure?

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private on premium plans. Here’s more on the range of sharing options on Xtensio, from completely private to public.

Is Xtensio really free?

Yes. You will never be asked to provide credit card information for Xtensio’s free account.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll create a private and branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents, lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.

Do you have any example fact sheet templates I can use?

Yes! We have a couple of fact sheet examples above that you can use as a starting point for your own. If you find a style you like, use it for your inspiration. Just click on one of the fact sheets further up on this page to save it as a folio and start editing with your own content.

What do I need to create a fact sheet?

This will depend on what you’re using the fact sheet for. One made for sales or marketing should focus on presenting straightforward product/service information to pique the audience’s interest. A fact sheet made for internal reporting should include analytics on business growth and other key metrics. Read our how-to guide for more tips.

Can I add colleagues to edit my fact sheet?

Yes! On the Business plan, you can invite as many people as you’d like to collaborate on your fact sheet, ensuring your whole team is aligned. Here’s more on real-time collaboration.

How do I share my fact sheet?

When you’re ready to share your fact sheet, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting your fact sheet as a PDF or PNG (premium feature). All of your share options are located at the top right of your edit screen. Learn more about the different ways to share your folios in this tutorial video.

Do you have other tools for showcasing my business?

We do! There are a number of different templates, examples and resources to guide you through the process of promoting your brand. Check out our Marketing toolbox and our Business Development toolbox to find more tools and resources.

Do I have limits on the number of templates I can try?

No. You can try all of our free templates with any of our plans. The limitations are only on your active folios.

Xtensio is the easiest way for teams to create, manage and share beautiful living documents.

145,302 users and counting…