Fact sheet template

Share key information that keeps teams aligned and informed.

A fact sheet template standardizes the presentation of critical information about your company, products, or initiatives. When teams collaborate on projects and share knowledge, a consistent format ensures everyone can quickly find and understand essential details. You can use a fact sheet template for everything from creating product documentation to sharing company milestones and developing marketing materials.

Without a standardized approach, fact sheets can become inconsistent, complicated to update, or overwhelming to read. Provide clear information to avoid misunderstandings, missed opportunities, or unnecessary back-and-forth. Creating a centralized fact sheet template in Confluence ensures your team delivers professional, cohesive documents every time.

Create a fact sheet in Confluence for free

What is a fact sheet template?

A fact sheet template is a pre-formatted document designed to present key information in a clear, scannable format. It is the backbone of your centralized knowledge base, helping teams create and maintain consistent documentation across projects and departments.

Businesses often use fact sheets for various purposes, from project planning to marketing communications. The template structure helps teams quickly create professional documents by providing standard sections and formatting guidelines. With the right template, anyone in your business can efficiently produce clear, consistent fact sheets that effectively communicate critical information.

What is included in a fact sheet?

A well-designed fact sheet includes several standard elements that help readers quickly understand key information. Here are the essential components:

Headline: A clear, attention-grabbing title that immediately tells readers what the fact sheet is about and why they should care.
Company overview: A brief overview or introduction to your company that covers who you are, what you do, and why you matter in your industry.
Product or service description: Clear explanations of what you offer, including key features, benefits, and technical specifications.
Pricing plans: Transparent breakdown of your pricing structure, including different tiers, packages, and what's included with each option.
Key milestones: Important dates and achievements in your company's history demonstrating growth and success.
FAQs: Common questions and clear answers that address your audience's most frequent inquiries about your product or service.

What does a good fact sheet look like?

An effective info sheet template combines clear organization with strong visual elements to make information instantly accessible. Here are the characteristics that make fact sheets successful:

Strategic hierarchy: Information is organized with prominent headers, subheaders, and well-structured sections that naturally guide readers through the content.
Scannable layout: Content is broken into digestible chunks with ample white space and clear formatting to help readers quickly find what they need.
Visual elements: Thoughtful use of charts, graphs, icons, or images that reinforce important points and make complex data easier to understand. Confluence makes taking notes, adding visual elements, and seamlessly editing content easy.
Consistent formatting: Typography, colors, and spacing follow a unified style that aligns with your brand guidelines and improves readability.
Professional design: Clean, modern appearance builds credibility and makes information easy to absorb.
Mobile-friendly structure: Content that displays well across different devices and screen sizes, ensuring accessibility for all users.

Benefits of using a fact sheet template

Streamlines information sharing

Knowledge sharing is essential to a collaborative culture. A fact sheet template provides a structured framework that transforms complex information into straightforward, digestible content. By organizing details in a standardized way, teams can present complicated data in an easy-to-follow format.

Saves time

Instead of starting from scratch each time you need to create a fact sheet, teams can plug information into established sections and formatting. This ready-to-use structure eliminates repetitive setup work and lets teams focus on crafting quality content.

Ensures consistency

Info sheet templates create a uniform look and feel across all your fact sheets, maintaining professional branding and structure, whether marketing, sales, or product teams create them. This standardization helps build trust and recognition with your audience.

Enhances readability

With pre-designed sections and formatted layouts, fact sheet templates make information easy to scan and understand. The consistent structure helps readers quickly locate the specific details they need.

Improves efficiency

Templates streamline the creation process by providing clear content organization and presentation guidelines. Teams can quickly populate sections and share information without getting bogged down in formatting decisions.

How to create a fact sheet

Step 1. Define objectives

efore creating your fact sheet, determine what to communicate and who needs the information. Consider your audience's knowledge level, what actions you want them to take, and which details matter most to them.

Use the OKRs template to set ambitious goals and track how to reach them.

Step 2. Gather information

Collect all essential data, including current statistics, product details, and relevant visuals. Focus on gathering accurate, up-to-date information from reliable sources within your company. Use project collaboration best practices to make sure you get everyone's input.

Step 3. Organize content

Structure your information logically, using clear sections that flow naturally from one topic to the next. Create informative headings that help readers quickly navigate to the information they need.

Step 4. Design a layout

Choose a template that matches your content needs and brand guidelines. Create a clean, professional design that makes your information easy to scan and understand.

Step 5. Incorporate visuals

Add relevant charts, diagrams, or images that help explain complex information. Select visuals that enhance understanding rather than just decorative elements. With Confluence, teams can easily facilitate this with the broader team. Add in-line and page comments, likes, and visual elements such as images, GIFs, and emojis.

Step 6. Review and revise

Carefully review all content for accuracy and clarity. Have stakeholders check the information, then make final adjustments to ensure everything is correct and clearly presented. Set a schedule for reviewing and updating the content to maintain accuracy.

Best practices for creating fact sheets

When creating fact sheets in Confluence, follow these proven practices to make your content more meaningful:

Concise writing: Keep sentences short and direct, eliminating unnecessary words and focusing on the most valuable information for your audience.
Strategic formatting: Use bold text, bullets, and headers to create clear visual hierarchies that efficiently guide readers through your content.
Data visualization: Transform numbers and statistics into charts or graphs that tell a story and make complex information instantly understandable.
White space management: Balance text and visual elements with adequate spacing to prevent overwhelming readers and improve content flow.
Active language: Use strong verbs and present tense to maintain reader engagement and convey information confidently.
Version control: Implement a clear system for tracking updates and managing fact sheet versions to ensure teams always use current information.

Fact sheet examples

Here are typical scenarios where fact sheets effectively communicate important information:

Product launches: Technical specifications, features, and pricing details are presented in easily scannable sections.
Company overviews: Essential business information, including mission, leadership, and market position, is organized for quick reference.
Project status reports: Milestones, timelines, and key metrics are displayed with supporting visuals and clear progress indicators.
Industry research: Market statistics and trend analysis are presented with compelling data visualizations and expert insights.
Event briefings: Comprehensive event details, schedules, and logistics are arranged in a logical, accessible format.

Create a fact sheet with Confluence

Use Confluence to create better, more straightforward fact sheets. Confluence is a knowledge management tool that allows teams to build free fact sheet templates that keep everyone aligned and informed. Its intuitive table features make organizing complex data in a clear, scannable format easy.

Create your fact sheet template in Confluence to improve project collaboration across teams. You can present information exactly how you need it with customizable pages and tables. Tables in Confluence pages offer flexible formatting options to display data, pricing tiers, technical specifications, and other structured content that fact sheets often require. Plus, built-in collaboration features ensure your fact sheets stay current, as team members can easily update and maintain information in real-time.