business review presentations

A Complete Guide to Create a Quarterly Business Review Presentation

The quarterly business review (QBR) meeting is the time for organizations to reflect on the progress and achievements made in the last quarter and the goals and plans for the next quarter. It is an opportunity for companies to take a closer look at how successfully they met their OKRs (objectives and key results), KPIs (key performance indicators), and revenue targets set previously and prepare future strategies based on those insights. 

The QBR meetings are all about numbers and statistics, and presenting them in a way that keeps the audience hooked and encourages them to take note of what you have to say is an arduous task. Here a well-designed and well-structured presentation can change the game!

If you are presenting the QBR for the first time and need help deciding what to include in the presentation, here is the complete guide! Go through it and learn how to prepare the quarterly business review presentations, how to deliver them, and the best practices to follow. 

Let’s begin!

Tips for a Spellbinding QBR Presentation

Remember, a quarterly business review presentation is not a bragging session, a networking event, or a sales pitch. Instead, it’s the representation of the value you delivered to customers, the impact or difference your product/service made on clients’ businesses, and goals for the upcoming 90 days. 

So, don’t make the QBR presentations self-serving. Follow the below-given tips for creating a winning one-

1. Know Your Audience

Spending time and exerting efforts to get to know your audience is the make-or-break factor for a successful QBR presentation.

Undoubtedly, as a speaker/presenter, the spotlight will be on you, but remember, the audience is the ‘other half’ of your presentation. They want to take away something valuable from your session in lieu of their precious time and undivided attention.

So, it’s always good to get an idea about your audience to create a relevant and meaningful presentation. It will also help you define your presentation’s goals and decide what content should be included. 

The quarterly business review presentation may be for internal employees (team members, department heads, senior executives, CEOs, etc.) or external stakeholders (clients, customers, suppliers, etc.). 

2. Define Goals

After gaining an understanding of the audience, set your presentation goals. A clearly- defined goal provides the right direction to your review, veering off unproductive and meaningless discussions. 

For example, suppose you are the CEO of the company and want to present a business review for the past quarter to your team; your presentation goals may be-

• showcasing the performance of each team member and the team as a whole.
• presenting the goals that were met, exceeded, or not met and reasons for discrepancies.
• highlighting the profitable customers of the last quarter and strategies to nurture them in the next 90 days.
• shedding light on strategies that are doing good and that require changes.
• depicting the latest trends and areas of improvement, etc.

And, if you want to present a review to your business partners, your presentation goals may be- 

• showcasing the organization’s performance in comparison to competitors in the industry, highlighting the areas where the business is excelling and lacking.
• depicting the performance of individual services or products in terms of market demand, sales, revenue, and profitability.
• presenting operational metrics relevant to your business, such as customer acquisition, production output, customer retention, and conversion rates.

3. Include the Right Content

You have worked hard throughout the quarter and must have much to share in your presentation. But hold your temptation, and include information that is closely relevant to your audience and fulfills your presentation goals. Choose the content keeping the context and connectedness in mind. 

Typically, a QBR presentation includes the following information-

This slide showcases the purpose and agenda of the QBR meeting. Depicting this information is important to set the tone and stage for the rest of the presentation. It also gives the audience a snapshot of what they can expect and keeps them focused without getting distracted.

b). Executive Summary

This section presents the accomplishments and challenges of the last quarter. It also throws light on critical insights, milestones reached, and major breakthroughs.

In a nutshell, the executive summary is the brief abstract or outline that gives the audience a glance at the recap of the previous quarter and a glimpse into the upcoming quarter. 

c). Quarterly Goals

This slide depicts the goals of the previous quarter and their status. You can portray the goals that were met, unmet, or exceeded and reasons for inconsistency or deviation.

d). Key Business Accomplishments

In this section of the presentation, elucidate the key achievements of different departments, such as HR, IT, operations, finance, etc. You can also highlight the significant projects completed, new technology implemented successfully, partnerships with the key players of the industry, and other business-specific accomplishments. 

e). Challenges and Learning

Demonstrate the obstacles and hurdles you faced in the previous quarter and what lessons you learned in the process of overcoming those challenges. You can also explain how this learning can help you in the future course of action.

f). Risks and Opportunities

Accentuate the risks you uncovered while working on a project or using a technology that must be paid attention to in the next quarter. Also, depict the untapped opportunities (unmet customer demand by the competitor, investment opportunity in a new market segment, etc.), which the business can grab in the upcoming 90 days to unlock doors to new revenue streams and growth. 

g). Financial , Sales , and Revenue Forecasting

Provide a bigger picture to your audience by sharing information about what is about to come. You can present future predictions related to sales, profits, and expenditures. You can also explain how political upheaval and fluctuations in economic activities will impact business operations and functions.

h). Next Step

Present your future course of action. You can cover it in three parts – Start Stop Continue .

Highlight the following-

• What activities did you perform, and why were they successful? Why and how will you keep doing them?
• Activities that were not fruitful, which you will stop doing in the next quarter.
• Activities you haven’t yet started but want to initiate.

i). Roadmap

Present the strategy to achieve the set goals and mitigate the potential challenges. The roadmap must depict the next steps with a defined timeframe, considering the lessons and reflections from the last quarter.

4. Pick the Relevant Visuals

Visuals, such as graphs and charts, make your boring statistics visually interesting and understandable. However, it is important to choose the right visuals to represent a specific set of data. Also, the graphics must be of high resolution so that you can deliver presentations on any screen size without affecting visual quality and readability.

For example, if you want to show the comparison of sales of two quarters or more product categories, you must use a bar graph in your presentation.

If you want to depict future trends in technologies, you can use a trends chart.

5. Use the Right Presentation Template

A well-designed template with the right layout and visuals is the backbone of any presentation. A good template helps you order your points and structure your thoughts, keeping you focused. In addition, it gives your presentations a stylish yet professional and consistent look, empowering you to leave a lasting impression on the audience.

Wondering where you can get the right template for your QBR presentation? Worry not! You can choose from a wide range of pre-designed and 100% customizable PowerPoint and Google Slides templates available online. You can save tons of hours by using these templates.

6. Keep it Concise and Short

Remember, your clients and stakeholders are busy people, and they will appreciate it if you present your quarterly review in a crisp and concise manner, covering all the relevant and important information that matters to them.

Your presentation must not exceed more than 1 hour, as the attention span of the audience begins to decrease gradually. Also, present the most crucial highlights in the first 10 minutes to get the complete focus of the audience.

Deliver a Stellar QBR Presentation

1. memorize presentation highlights.

Certain highlights, such as key points of analysis, specific KPIs and metrics, and actionable metrics, play a pivotal role in the success of your review presentation. If you miss out on them while delivering your talk, the entire essence gets lost, diluting the overall impact of your presentation. 

As a presenter, you would not want to look at hand-made notes to convey these highlights to your audience because it gives an impression that you are not prepared for the presentation. So, for a smoother and more persuasive and professional delivery, memorize the key highlights (not the entire presentation). Rehearse your presentation well so that you don’t have to struggle to recall the highlights while delivering your QBR.

2. Share the Most Important Data in the First 10 Minutes

As you proceed with your presentation, the audience’s attention begins to shrink gradually, and they are less likely to listen to you with the same enthusiasm as they do in the first few minutes. So, utilize the initial 10 minutes of your presentations optimally and wisely. Reserve this time for showcasing the most important information on which you want your audience to pay 100% focus.

3. Narrate a Story

Make your QBR an aha! moment by narrating a spellbinding story, covering what happened (outcomes of the previous quarter), what should happen (goals of the previous quarter), and the glorious future (goals of the next quarter). Conclude your story with an inspiring summary and a CTA (call to action).

4. Be Honest and Transparent

Showcase accurate and transparent data in your QBR presentations; otherwise, you will end up ruining your trust and relationship with the client. 

Let your clients know very clearly if the sale is declining, the customer base is reducing, or the profit is diminishing. To communicate negative figures on a positive note, share your plans to overcome the issues and bring things back on track in the next quarter. You can also tell the clients if you need their help in improving some specific areas.

5. Use Body Language and Gestures Aptly

You can make your QBR presentations more effective by altering the tone and pace of your volume, making eye contact aptly, and conveying your passion and enthusiasm through your body language.

Talk fast if your audience already knows the information, take a pause to stress important points, and talk slowly to encourage discussions. Move around the room to shift your energy and keep the audience focused on you.

Best Practices to Follow

1. invest time in preparation.

The data and statistics you present in your QBR presentation serve as crucial factors for business decision-making. If not delivered aptly and accurately, it may leave decision-makers in confusion. Therefore, owing to the sensitivity of this presentation, you can’t leave its preparation for the end moment.

Start gathering data early to avoid the last-minute hassle. Take out time to practice your presentation well and work on loopholes so that you can present confidently on the big day. After all, your audience deserves more than a briskly made slideshow!

2. Get the Slides Previewed by Relevant Teams

Schedule a meeting with the sales team, marketing team, and customer success team to brainstorm and discuss the KPI data and understand their analysis, evaluations, and suggestions. It will help you ensure that all important points have been covered and everyone has a good understanding of the data. It will also assist you in delivering your presentation with authority.

3. Invite the Relevant Attendees

Don’t invite people just for the sake of increasing the number of attendees. Instead, invite limited people and decision-makers who have a genuine interest in your QBR presentation. It will aid you in keeping the meeting relevant and manageable.

For example, the QBR presentation intended for a SaaS B2B client may have tech support personnel, investors, CEOs, managers of specific departments, procurement managers, chief financial officers, and other stakeholders as attendees.

4. Send Agenda Ahead of Time

The agenda provides a clear outline of the topic/points that will be discussed in the QBR presentation. Sending the agenda in advance to the attendees will help them share their feedback and suggestions, which you can incorporate into your presentation before the big day.

In addition, the agenda gives a glimpse of what attendees can expect in the meeting and the timeframe of the presentation. It is particularly useful for those attendees who have packed schedules and have to travel to your place to attend the QBR meeting.

5. Focus on Strategy Instead of Tactics

To make your QBR meeting more productive, focus on discussing progress towards goals, performance, potential bottlenecks, ROI, and future opportunities instead of highlighting operational matters and problems to solve.

If you want to keep your QBR a high-level review, talk about the positive things you and your client can accomplish together.

6. Encourage Active Participation

A responsive and active audience is the best encouragement for a presenter. Therefore, don’t make your QBR presentation look scripted. Share stories and anecdotes and incorporate icebreakers to give it a personalized touch.

Remember, your attendees have not come to hear the recitation of the statistics and data showcased in the slides. So, instead of reading what is written on slides, share your understanding and personal thoughts and opinions to engage your audience. You can also encourage them to ask questions.

7. Schedule the Next QBR

When your QBR is over, share the schedule of the next QBR with the attendees. Communicate the SMART goals with measurable outcomes to make it clear to the audience what they can expect in the upcoming quarter.

8. Share the QBR Session Updates

It is important to share the updates of the QBR session with relevant teams to make them aware of the feedback, plans, or goals shared by the client. It will help team members plan effectively, take ownership of their responsibilities, and contribute to driving positive outcomes.

The Bottom Line

The QBR presentation is a big opportunity to showcase the value your product has generated for the clients and customers and strengthen your partnership with clients. It’s also a chance to reveal important information or data that serves as fuel to push your internal teams to carve out strategies and plans that fit your broader growth and expansion plans. So, it must not be a mere formality; rather, it must be a productive and exciting event. 

Follow the above-mentioned best practices and tips to make your next QBR presentations stellar!

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• Marketing Strategy

How to Perform a Quarterly Business Review (QBR) in 2024 (w/ template)

In today’s business world, you are likely already familiar with quarterly business reviews (QBRs). However, I find that too often, people either don’t do them right or they don’t do them at all. If you aren’t having an honest conversation with your clients about how work is going or if it continues to be the right work, you may be setting yourself up for failure. 

In my 12+ years of agency experience, whenever a client is unhappy, I ask, “When was the last time we had a QBR?” It’s an important time to break out of the day-to-day and standing meetings. QBRs allow you to pull back from the minutiae and look at the big picture. Taking the time to do this will ultimately benefit both you and your clients. In fact, given the current economic climate this past year, running a QBR is now more important than ever to show value and retain client engagements . Running QBRs consistently will allow your clients and/or project stakeholders to see the value in your work. Keeping your success and worth in front of your client is important. You want them to advocate for keeping your services, which they hopefully will see as invaluable when tough decisions must be made. 

What Is a Quarterly Business Review (QBR)?

A QBR, short for “Quarterly Business Review”, is a presentation to clients covering how well KPIs progress toward their business goals. A QBR presentation should be done every 3-4 months and address the challenges and opportunities for achieving those goals and provide recommendations for the future.

Why Are QBRs Important?

I get a lot of questions here at Portent, but: “What defines a good quarterly business review?” is probably near the top. Another version of this question is, “Do we need to have QBRs?” I have only one answer: “Damn right, you do!”

Showcase Value

So, why are QBRs so important? Because a good QBR shows value . Value in work done. Value in the relationship. Value in the time and money that you’ve spent! Your teams have dedicated countless hours working hard to deliver on the client promise, and now is your time to highlight the fruits of your labor. 

Plus, you never know who might show up to your QBR. If a Director, VP, or C-suite stakeholder who rarely attends your weekly meetings should participate in this meeting, invite them! We’ll get into tailoring your QBR for a broad audience later.

Note : If a project or phase is ending, and you want to report on how things went, you should consider running a post-mortem or retrospective . 

Track Overall Success Metrics

QBRs are also a critical time to reflect on the work. How did your strategy and tactics perform?  Let your audience know if something went well and why. Did something fall flat on its face? Tell your audience why it didn’t work and what you learned.

Early-Warning Signals

Was there a project delayed or depreciated due to roadblocks? Use your QBR to bring light to these issues. You were hired to do something; if something is in your way, be frank about what you need to complete the work.

Alignment (or Realignment) on Goals

Finally, these business reviews are a time to evaluate the project’s scope. If your team realizes that a small or large pivot is needed, this is the time to say so.

What to Include in a QBR?

Over the years, we have tweaked what to include in a QBR. Though we have adjusted our language to describe the work, the ultimate goal is to report on what we did and how it went. Our new presentation format contains the following steps:

• Executive Summary
• What We Learned

1. Executive Summary

At Portent, we start our QBRs with a high-level summary of essential topics. If we have something to celebrate here, we’ll say it. If something didn’t go as expected, we’d mention it here too. Don’t bury the lead in the 20-40 slides that follow. And please, please ensure that the main takeaway of the QBR is bolded for emphasis .

In this section, we use two slides to reaffirm the goals that we are working on for our clients. The first slide shows our high-level goals in plain language. We may have specific KPIs that may fall under each category, but this section is for your daily contacts and high-level ones.

Our second slide explores how we can affect these goals as a marketing agency. For example, increasing leads for your sales team is something we can only partly affect. We can’t control how a client’s sales team qualifies leads. We can, however, influence conversions. So for clients with goals we can’t influence directly, these two slides are critical to ensuring they understand what we can affect and how we help them meet their goals.

3. What We Learned

In the “What We Learned” section, our team looks at our roadmaps, projects, and initiatives to see how they performed. We describe projects important to your work. You should identify them by name, when the project ran, what you did, and why you did it. 

We highlight this project information in our first slide:

As a follow-up, the next slide presents the supporting data. Ideally, you’ll have a graph line going straight up and to the right. But we’re looking for any data that shows why we’re highlighting this project. We’re big advocates for data visualizations here. So whether the data indicates a clear win, a near loss, or something that needs additional time, show it here.

Finally, it’s time to discuss the takeaways from this project. Deliver your observations and what you and your team learned from your project. However, you must include an explicit “so what” and “what’s next” here.

Highlighting your work without saying why it’s crucial wastes your time and your client’s.

Instead of saying, “Bounce Rate went down,” consider saying, “Bounce Rate has decreased since we deployed our new content on these pages. We must continue this project and recommend revamping an additional 20 pages.”

4. Next Steps

With the information from your learnings section, it’s time to present your next steps. We break these down into three sub-sections: what we’ll keep doing, stop doing, and start doing.

Each current process or project should have its slide, and you can combine like topics if you recommend keeping, stopping, or starting them as a whole.

1. What We’ll Keep Doing

As mentioned, our “What We’ll Keep Doing” slides highlight your successes and why they’re essential. For these slides, call out:

• What did we do?
• Why was it successful?
• Why will we keep doing it?
• How will we keep doing it?

Bolding the one phrase that you want people to remember from this slide.

2. What We’ll Stop Doing

In your “What We’ll Stop Doing” slides, it’s time to be honest partners and call out what didn’t work. Whether the work was a legacy holdover that the client was working on or something you recommended, if it isn’t working and you need to pivot, here’s your chance to say so. For these slides, we suggest the following information:

• Why wasn’t it successful?
• What will we do instead?

Again, bold the one phrase you want people to remember from this slide.

3. What We’ll Start Doing

Use the “What We’ll Start Doing” section to call out net-new suggestions based on learnings or as pivots away from tactics in the “What We’ll Stop Doing” section. For this section, the process looks like this:

• What do we want to do?
• Why do we want to do it?
• How will we do it?
• Bolding the one phrase that you want people to remember (are we making this clear enough?) from this slide.

This section can and should incorporate items from your Next Steps part of the presentation. I’d say that this can be a high-level snapshot of the work you’d like to do in the next quarter. You may have a more tactical, existing roadmap, but you can paint in broad strokes for this broader audience.

6. Appendix

You can add or remove this section depending on how you run your presentation. We use this section to link to data that would otherwise crowd out important messaging.

Again, with attendees ranging from in-the-weeds participants to once-a-quarter contributors, some may demand a complete explanation, while others may be content to move on.

How to Prepare for a QBR?

While there are many ways to prepare for a QBR, at Portent, we encourage our teams to proactively plan these meaningful discussions. 

Previously, we’d ask folks to come to these meetings ready to talk about what they’d done in the past quarter. The hope was that discussion would spark ideas in others and that a beautiful freeform, brainstorm session kind of jazz would happen, with folks layering on their parts. Sometimes, it works that way, and it’s lovely. And… sometimes it doesn’t. Especially once remote-first and hybrid work became the new reality. So now we do it a different way. Now, we have our team fill out a spreadsheet before we meet.

One Month Out – Ask Your Team to Fill Out Their Notes

About a month before your QBR, send a notes spreadsheet to your team. Ask them to fill in their What We Learned and Next Steps sections. These ideas and topics don’t need to be fully fleshed out, but each team member needs something to bring to the brainstorming session.

Three Weeks Out – Hold a Brainstorming Session & Assign Slides

You should hold your brainstorming three weeks out, provided you have a completed spreadsheet. I’d highly suggest you look at the sheet in advance. If it’s not ready, do not hold your brainstorm: you’ll waste your time and your team’s. 

Once prepared to meet, ask that your team read their ideas out loud. The idea here is to have people in different areas recall all the work they did in the past quarter. Though teams may operate in their silos, the reality is that there’s a ton of cross-team collaboration that happens. 

For example, most PPC campaigns have analytics or content support attached to them. And that same campaign may have an organic counterpart. If so, is there a way to highlight this as a larger, holistic initiative in one series of slides? Look for common themes here and dig in! If an initiative worked in one area when it didn’t work in another, can you and the team determine why? Do you need to shift resources from one channel to another? 

Once you have your ideas fleshed out, determine who will create these slides and assign them. Again, using the PPC/Analytics example, you can have your PPC specialist as the primary slide creator, with your analytics team completing them by creating supporting graphs or images. 

Two Weeks Out – Schedule Internal Delivery Date & Practice Presentation

Schedule an internal slide delivery date. We typically ask that our teams deliver their slides to the account manager two weeks before the final presentation. Ensure that your team’s slides are rooted in the client’s vocabulary and tie tightly back to your client’s goals and KPIs. Don’t just add sexy numbers. Show your client the “so what?”

Next is your internal team presentation, which is your chance to give your QBR a dress rehearsal. Your team should be prepared to speak to their sections. We also suggest involving senior leadership or other stakeholders from your agency or company. These additional eyeballs provide an objective perspective that ensures your presentation delivers on your company’s promise. Implement any final feedback following this meeting.

One to Two Days Before the QBR – Send Your Presentation to the Client Early

Send your deck to the client contact. Sending it early serves two purposes. First, it allows you to ensure that you have covered all angles. Your primary stakeholder may ask that you cover additional topics or clarify existing ones.  Second, should you be presenting remotely, they’ll have it if your connectivity goes down.

Day of the Presentation

You will likely want to schedule 90 minutes for the presentation. The first 60 will be for the QBR itself, while the remaining 30 will allow plenty of time for Q&A.

That’s All, Folks…? – Send Follow Up Notes & Assign Tasks From Roadmap

You’re not done just yet. Be sure to see if your client has any edits to the presentation. Within a week, it would be helpful for you to update your deck and send them the final PDF for their records. Don’t forget to assign all tasks from your roadmap.

QBR Best Practices & Advice

If you take nothing else away from this article, please take note of the following advice to create an engaging QBR presentation . This is your chance to say the things you need to say. If things are going swimmingly, let people know what you did and why it worked! And again, if something is getting in your way, DO NOT be shy in identifying it.

Have an Opinion

As we like to say around here, if you’re showing numbers or a graph on a slide to someone, you better have either a “so what” or a “why does this matter” statement attached to it. Your QBR is your chance to be honest about progress and the road ahead. Even if your “hot take” may be unsettling for some, you are the expert here. Say what needs to be said.

Executive Summary = TL;DR

Again, don’t shy away from showing your cards right at the top of the presentation. Summarize what went well and what didn’t. Some QBRs can reach up to 90 slides, so call it out in bold if you need your client to hear an all-encompassing theme or issue. Remember, have an opinion, and don’t bury the lead .

If you’ve built enough trust and rapport with your client leading up to your QBR, you should give yourself a little free reign to have fun with your presentation. Don’t go overboard, but if your gut tells you that one animated gif or funny photo will get the point across, give it a try. You might just see a smile or two.

Portent’s Free Quarterly Business Review Template

Ready to up your quarterly business review game? Check out Portent’s QBR Slide Template to get started!

Final Thoughts

In my experience, I’ve found that sticking to this schedule and format has made for some transcendent QBR conversations. The “What We’ll Stop Doing” and “What We’ll Start Doing” sections allow you and your client to discuss what fine-tuning your relationship needs, and you’ll both be better for it. 

Moreover, don’t forget to take credit for the beautiful work you’ve been doing. Your Quarterly Business Review is the perfect time to show the value you bring to your client.

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Matthew Taufa'asau

Matthew is a Client Solutions Architect at Portent with more than nine years of account management and digital marketing experience. When he's not busy consulting with his clients, he loves traveling the world with his family. A native of Hawaii, he survives cold Seattle winters with karaoke, outrigger canoe paddling, spam musubi, and cheesy sci-fi shows.

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Hi. Really useful information. As part of the QBR session, would you expect the client to have a presentation to address the concerns raised by you? Or is it better to handle that after that QBR?

Typically we can address our concerns in future meetings with the client. If there’s any work that needs to be added for either party, we would plan it and then add it to the roadmap.

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Free QBR and Business Review Templates

By Kate Eby | June 25, 2018 (updated October 20, 2022)

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Companies like Google and Intel use a form of goal planning and a business leadership process to identify OKRs, the objectives and key results that drive internal performance, build customer relationships, and deliver growth. The quarterly business review (QBR) meeting is the delivery platform to discuss and set OKRs and measure and grade performance as determined by a company’s overall mission and values. This article features an overview of QBR meetings, including expert business review planning and presentation techniques. You’ll find a variety of free QBR templates to use, so you can spend less time preparing for your presentations and more time managing your business.  

Customer QBR Meeting Preparation Checklist

Use this checklist to help you prepare a QBR meeting presentation that captures your customer’s attention and demonstrates your commitment to honor their valuable time.

‌ Download Customer QBR Meeting Preparation Checklist

Supplier QBR Template

QBR meetings provide a place and time for suppliers and customers to build a strategic relationship that benefits both parties. Use this supplier QBR template to measure the quantitative value that your managed service providers and vendor partners offer your business. If you’re the supplier, use this template at your next QBR to take a proactive role as a valuable business partner by establishing your customer’s return on investment.

‌   Download Excel Template Try Smartsheet Template   ‌

Annual Business Review Template

Use this annual business review template to compile the key results of your quarterly business review meetings and prepare your presentation. This template is designed as a formal presentation to discuss key business objectives and results. Customize the slides outlined to deliver a concise, impactful review of past performance and articulate future goals for the year ahead.

‌ Download Annual Business Review Template – PowerPoint

Small Business QBR Template

Running a small business requires the optimization of time and money — hold your suppliers to the same standard with this template. Use this form to organize information about the products and services your key vendors provide. Also use it to facilitate critical quarterly checkpoint meetings in order to grade the relationship based on results.

Download Small Business QBR Template

Excel | Word

Executive QBR Template

Use this customizable QBR slide deck to present to executive leadership. It is designed to present the most vital information up front and to summarize objectives and key results to busy executives with tight schedules. This template is perfect for remote online meetings that use video conferencing software. It’s also ideal for a less-than-captive audience.

‌ Download Executive QBR Template – PowerPoint

Sales QBR Template

Sales professionals need an effective QBR business planning process to execute quarterly sales goals and measure the results of their sales team’s efforts. Share this customizable QBR slide deck outline with your team to elevate performance and establish accountability. They can easily modify each slide to present essential information about their market or customers and plan next steps to be reviewed at the next QBR meeting. Adjust the slides and craft a QBR presentation for your customers.  

‌ Download Sales QBR Template – PowerPoint

What Is a QBR Meeting?

The purpose of a QBR meeting is to communicate business-related goals, determine OKRs to measure success, and build relationships with customers or employees. The meeting is most effective when conducted face to face, but technology, the growth of global business, and the increase in geographically distributed teams make remote QBR meetings a popular option.

Internal QBR meetings happen at every level, from executive leadership to product teams. As an external communication tool, the QBR meeting is an opportunity for customer success managers (or related sales and marketing professionals using strategic account management) to discuss KPIs and return on investment (ROI), sign sales contracts, or negotiate service renewal agreements with customers.

What to Include in a Sales QBR

Determining business goals and using key customers to identify the desired results of your efforts are just the beginning of effective QBR planning. Resist the urge to think in a vacuum when creating your slide deck. Consider the customer. Don’t treat the QBR meeting like any other sales call by focusing on complaints, reviewing past performance, etc. Instead, create a customer-oriented agenda and share it with them prior to the meeting.

The agenda of your sales quarterly business review might include the following topics:

Status of outstanding business from previous meeting

Review of program objectives

Performance results and improvement

News and updates on products and services

Future business opportunities

Items from last meeting

Sales and marketing program metrics

Scorecard review (Customer Health Index or Net Promoter Score)

Support ticket review and resolution metrics review

Benchmarking

Customer support desk review

Onboarding and training

Product roadmap and feature development

License renewals and service contracts

Summary of meeting and commitments

Scheduling of next QBR

Guide to Effective Customer QBR Meetings

Nancy Duarte  is Principal at  Duarte, Inc ., a company that helps “write, design, and deliver groundbreaking stories and visual presentations for every occasion.” The following tips were inspired by Duarte’s experience and recommendations from her book  Harvard Business Review Guide to Persuasive Presentations . Use them to plan and deliver a compelling presentation to your customer at the next QBR meeting.

Audience over Ambitions : Duarte points out that your audience has the power, not you. Look past your ambitions for the meeting and prepare a presentation that takes into account who is in attendance, their valuable and limited time, and what each individual customer needs from the QBR meeting. Duarte recommends giving your customer a gift in the form of unique insight or information, providing them with a new skill or mindset to achieve their business goals, and seeking opportunities to get “unstuck” with a solution if there is a problem with their products, services, or operations.   

Filter Big Ideas : As the name suggests, the QBR is about reviewing past performance, but most customer QBR meetings are scheduled for one hour. That doesn’t mean you shouldn’t take the opportunity to present ideas for how to build future business with your customers and add value to the discussion. Duarte is a proponent of filtering big ideas. “If you don’t filter your presentation, the audience will have to, and people will resent you for making them work too hard to identify the most important points,” she writes. This advice is especially relevant for QBR meetings that can quickly devolve into problem solving and complaint resolution sessions before you have time to present your ideas.

Anticipate Adversity : According to Duarte, as a presenter, you’re frequently creating resistance to your message and ideas. QBR meetings are not an opportunity to troubleshoot customer service issues or the performance of your product and services. Duarte suggests preparing for different types of resistance (logical, emotional, practical) by anticipating and addressing your customer’s concerns before they become roadblocks to your meeting. Consider opening the meeting agenda with a statement acknowledging the issues and when they will be addressed during the presentation. “By showing that you’ve considered opposing points of view, you demonstrate an open mind — and invite your audience to respond in kind,” she writes.  

Golden Rule : The motto at Duarte, Inc. is, “Never deliver a presentation you wouldn’t want to sit through.” Rehearse your presentation before the QBR meeting. Have a colleague or manager analyze your slides and delivery and provide some feedback. Duarte recommends preparing a shorter version of your presentation in case something goes wrong and time is cut short by an interruption or technical glitches. Your customer can tell if you try to wing it, and they will feel slighted. “It sends the message that you don’t value them or their time,” she writes. “Perhaps most significantly, rehearsing frees you up to be more present in your talk and to fully engage with the people in front of you,” she continues. This creates more opportunities to build future business, ask for recommendations, and schedule your future meetings with the customer.

Quarterly Business Review FAQ

Preparing for and delivering an effective quarterly business review doesn’t have to be a daunting task. Here’s a look at some of the key questions about QBR meetings.

Does Every Customer Get a QBR?

QBR meetings foster relationships between you and your customers, reinforce the value of your products and services, and invite honest discussion about the ROI and the likelihood of renewing business agreements. Every customer that you want to provide this opportunity to is a candidate for regularly scheduled quarterly business reviews.

What Is the Best Strategy for Successful QBR Meetings?

Suppliers and vendors that operate under managed service provider (MSP) contracts leverage the QBR meeting as a strategy to manage expectations and learn how to improve, discuss the customer’s business goals and desired results, and understand the problems that customers try to solve in order to support future business plans. If you prepare and practice accordingly, your QBR meetings create a competitive advantage for you to transform customer relationships into win-win partnerships.

Where Do I Host a Customer QBR?

The likelihood of keeping a consistent, face-to-face QBR meeting on your customer’s calendar every 90 days is slim. Meetings get canceled, key customer contacts change, executives need flexibility to meet via video conference, etc. Plan your QBR presentation with the location in mind, and be flexible with where you host your meetings. Invite your best customers to meet on site at your office, and host the meeting over breakfast and coffee. Prepare a slide deck and online meeting agenda, so you can offer these elements as a hosting option for busy customers.

When Do I Schedule My First Customer QBR?

The answer depends on the product and service you provide. Schedule the first QBR after the customer is onboarded and has time to implement and assess your business and value. Coordinate the details for this meeting when you close the deal, and sign contractual agreements when you have the customer’s attention. This demonstrates that you are committed to delivering value and a return on the customer’s investment and will sit down with them every 90 days or so to review the results of this commitment.

Who Do I Invite to Participate in a Customer QBR?

Schedule your customer QBR meetings to include decision makers from both sides, including management and executive leadership when possible. Make sure you know who is attending each QBR meeting ahead of time, and plan your presentation based on the audience.

Does My QBR Presentation Need to Include Images and Charts?

According to Nancy Duarte, the most effective presenters think like designers. “Each slide should pass what I call the glance test: People should be able to comprehend it in three seconds,” says Duarte. “Think of your slides as billboards. When people drive, they only briefly take their eyes off their main focus — the road — to process billboard information,” she adds. Images and charts improve your audience’s cognitive response to your message. Use them in your QBR presentation to maximize your time and deliver crucial information your audience will remember. You can find free, ready-to-use drag-and-drop software, like the Onomics charting tool available from Priceonomics , to help you design a slide deck like a pro.

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Quarterly business review: how to write and how to present it via presentation tools

A quarterly business review (QBR) is a quarterly report created for key executives/stakeholders or your highest-earning customers about the company’s strategy, successful contribution, and gained value. It’s quite a specific presentation that can prevent a company’s churn if done properly.

Custom presentation design ensures winning the general report view with slides that attract. Effective QBR presentation helps you to:

• sell them more;
• increase your DRR (disaster risk reduction);
• accelerate your growth.

In this material, we want to walk you through QBR’s explanation and best practices to turn your QBR from boring to brilliant. Then, you can level up the way you present it to your key stakeholders and most loyal customers.

What is a QBR in Business?

First of all, it is a thing that none actually looks forward to doing. It is not something that evokes excitement if you approach it the wrong way. HOWEVER, if you do QBR the right way, it can completely transform your business.

• The quarterly business report is about establishing a proper playbook for renewing your business revenue and making sure your customers remain successful.
• Having all figures in front of your eyes improves strategy sessions or meetings where you gather together to review the impact of your product or service, e.g., the contribution made, value delivered, etc.
• It becomes easier to scale your business when you know its ups and downs, pros and cons, so you manage them better and help grow, creating the most favorable conditions.

Thus, you get total control over all processes and develop more winning strategies.

Quarterly Business Review Best Practices: 3 Principles to Follow

If you follow these three principles, they will ACCELERATE your business growth and transform your QBR into a more brilliant report:

0. Reframe Your QBR

You can continue calling them if you want, but, e.g., Quarterly strategy sessions sound cooler, right? It is no more boring numbers review but an engaging meeting with new energy, brainstorming, and future goals.

Besides, you can take care of PowerPoint redesign to match transformed QBR with the appropriate quarterly report design. The rebranding perspective will get people excited that the big thing will come.

1. Actions Taken → Business ROI

If you want to get the most out of this meeting, you should create something more than a to-do list. Your QBR slides must shine bright with the value. For example, you looked at last quarter, you took specific actions, and here’s the clear business ROI that you delivered.

We advise creating a couple of informative slides with a list of actions taken vs. business ROI. If you can write it so for the customers, you will always earn more.

2. Introducing the “X” Score

For example, the tout score measures how effectively you use the platform between zero and a hundred. If you’re doing 90, you’re obviously crushing it. So, you should make up the score to measure your/customer’s business gainings.

Then, you need to communicate this score through the set of slides:

• Things you’re doing well.
• Benchmark to compare to competitors.
• Opportunities to grow and increase the score.

As a result, you show executives or clients whether they are below and above to see the real conditions and circumstances better. You offer the corrective measures to take and unlock opportunities to enlarge the business successfully.

3. Have a Roadmap Slide

Frequently, CSMs forgot to add a roadmap slide to the QBR PowerPoint presentation, or they couldn’t quite drive alignment with the product. Meanwhile, you put the cherry on top by saying and showing where you’re going. The point is to demonstrate bigger opportunities coming down in the roadmap.

Having a roadmap slide, you ensure you’ll be the best in the business, and you will innovate the most to show that you’re a long-term partner.

Quarterly Business Review Presentation Tools

To create all necessary slides, you either believe in yourself or order professional design services. If you choose the first option, you should know that the presentation world is wider than PowerPoint.

You can use these presentation tools to create visual slides with different elements like a roadmap or charts:

• Canva (to experiment with design);
• Visme (vast storage of colors, logos, and images);
• Powtoon (bright animation to create videos);
• Haiku Deck (basic and craft simple slides);
• Keynote (interactive charts);
• Emaze (slideshow, 3D presentations);
• SlideCamp (best slide templates);
• SlideDog (switch easily between, e.g., PowerPoint, Canva, and PDF).

These tools are multiple on the web, so you’ll quickly find other ones. Remember that the whole point is not only in the tools’ usage but the presentation content structure.

Do I Even Need a Quarterly Business Report?

Last but not least, let’s shortly reflect on whether you need this report at all. And whether you need to invest so much effort in creating the presentation for your business.

• Do you always analyze previous results, both successful and unsuccessful?
• Do you have growth targets to rely on?
• Do you know how to hit these goals and targets?
• Do you identify business opportunities easily?
• Do you have and follow the agenda efficiently?
• Do you organize successful brainstorming strategies?
• Do you know how many clients you got in the previous quarter?
• Do you gain new partners easily?
• Do you know where you are going?
• Do you have a strategy/action plan for at least one next year (better three)?

If you struggle to answer Yes/No clearly to at least 3 of those questions, we recommend creating QBR to see blind spots clearer.

Most QBRs are boring meetings with many numbers reviewed. However, you add new energy if you follow our pieces of advice. So, you follow three powerful steps: you show what you/they have done really well, explain how cool you/they are (what is the score), and finally express where you/they are going. This approach will make your clients and executives love you for making things more actionable for everyone in the room, excitement about the future, and overall clarity of company vision.

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KPI presentation: a practical guide for managers

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Quarterly Business Review Presentation Template

Ever found yourself knee-deep in a quarterly business review; diving into metrics, comparing performance against goals, and seeking out areas for improvement? 

Quarterly business reviews are crucial for evaluating progress and steering the ship in the right direction. They are a comprehensive assessment that reflects on a quarter’s performance and involve a lot of metrics, strategy organization, feedback, and operational reflections. And presenting all that data in a way that keeps everyone engaged can be a bit tricky.

That’s where we come in. With Beautiful.ai’s quarterly business review template, you can take all that wealth of information and distill it down to the essentials - making sure to highlight those actionable insights that foster alignment across departments.

• Showcase key metrics that tie back into your performance goals
• Spark discussions and gather valuable feedback from the entire team
• Identify and describe challenges and next steps

Use our template to create a quarterly business review presentation

This template allows teams to create a structured quarterly performance assessment, ensuring clear communication of key insights and strategic priorities. Tailoring this template to your own quarterly business review presentation is simple. Whether you’re reviewing revenue, evaluating customer feedback, assessing processes, examining market expansion efforts, and/or organizing all the KPIs from the quarter - these customizable templates and our entire library of professionally designed template slides can help distill all of that into an engaging presentation.

Pro tips to build your own QBR

As you use this template to build your own quarterly business review presentation, keep these tips in mind:

Start with an overview of key highlights and objectives, don’t dive into the details right away.

Use callout boxes, annotations, or text overlays to highlight additional insights. Draw attention to important information in ways that guides the viewer’s focus toward critical aspects.

You likely have a lot of information to cover in a short amount of time. Have viewers save questions for the end, where you have slides dedicated to discussion.

With Beautiful.ai’s interactive graphs and charts, you not only enhance the credibility of your review but make it easier for stakeholders to grasp complex information quickly.

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Quarterly Business Review

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A Quarterly Business Review is a discussion meeting that you have with your customers on a quarterly basis. The focal point of this meeting is not just to check what goals you have met and what is outstanding. Instead, it revolves around the client’s business and what can be done to escalate its growth. The sole aim of a Quarterly Business Review is to understand the potential of the business, the opportunities and markets it can tap into, and the long-term goals that can be achieved. With a quarterly business review, you get a chance to understand the client’s vision and a window to craft your plan to help them out. A quarterly business review is also an option to unveil hidden business opportunities. During the initial stages of a company’s growth, your client will need to interact with his customers more often. In the early stages, there will be lesser customers so building one-to-one relationships will be easier and more effective. It is very important to set an agenda for a quarterly business review meeting, as it will help you in many ways, especially when you come to the point of documenting it in a report format. Make sure you set the agenda right in order to gain a better understanding of your client’s business objectives. While showcasing the quarterly business review, it is important to present the KPIs that make the most sense, while making sure you add your own unique punch to it. The following are some important tips that you must keep in mind while writing a professional quarterly business review. Present a problem to be resolved. Make a structure where every part of the story does its work and has an interactive flow to it. The client strategy meetings and review reports should always be started with KPIs. Use stats and facts to showcase the results that have been achieved.

The Quarterly Business Review template consists of four slides that are designed in a bright and warm color scheme. The slides in this template have a variety of graphs, tables, and infographics to help you make your report memorable. This template will primarily be useful to heads of companies and departments. Also, startups can use this template when demonstrating their achievements to clients at the initial stage of work. Accountants and economists can use the slides in this template when preparing their reports. Investment companies can use the slides in this template to prepare the key figures for the company they recommend investing in. This template will also be useful for team leaders when preparing a project progress report when meeting with the product owner. If necessary, you can easily change the elements of the presentation to suit your corporate style. Quarterly Business Review template will be useful for marketers when preparing a report on the progress of an advertising campaign to promote a new product.

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Home Blog Presentation Ideas How to Write an Effective Quarterly Business Review

How to Write an Effective Quarterly Business Review

If you are walking down the street to establish yourself as a business advisor, there are some aspects that you will have to pay attention to. The Quarterly Business Review is an important concept you would need to ponder upon. Let’s take a quick look at what these reviews are and their importance.

What is a Quarterly Business Review?

A Quarterly Business Review, or QBR , is a discussion meeting that you have with your customers on a quarterly basis. The focal point of this meeting is not just to check what goals you have met and what’s outstanding. Instead, it revolves around the client’s business and what can be done to escalate its growth. The sole aim of a QBR is to understand the potential of the business, the opportunities and markets it can tap into, and the long-term goals that can be achieved.

With a quarterly business review, you get a chance to understand the client’s vision and a window to craft your plan to help them out. Documenting the QBR and showing interest in your client’s business plans help you become a trusted business advisor. And that’s why they are so crucial.

A quarterly business review is also an option to unveil hidden business opportunities. For example, if a customer shows interest in hiring two new talents in the upcoming quarter, you can include an IT budget and talk about software, computers, and training resources that will be required for on boarding those two employees.

In the long run, this report will help to understand the usage trends, budget and IT demands.

During the initial stages of a company’s growth, your client will need to interact with his customers more often. In the early stages, there will be lesser customers so building one-to-one relationships will be easier and more effective.

Bottom line here is that QBR ‘s are hugely beneficial for everyone – you, your clients, and your clients’ customers. They help strengthen the partnership between a business and its customers.

Setting an Agenda for a QBR

It is very important to set an agenda for a QBR meeting, as it will help you in many ways, especially when you come to the point of documenting it in a report format.

If you go into a QBR without a concrete set of goals and a pathway to achieve them, you’ll only end up wasting more time. It will not add value to your client’s business, nor will it help you showcase your services in a better light.

Make sure you set the agenda right in order to gain a better understanding of your client’s business objectives. This is more than just another conference call to shoot the breeze, and that is what you should be clear about.

Craft an agenda and make sure all parties anticipated to attend, receive it well ahead in time. This will minimize any chances of the meeting being derailed.

Also, create a QBR outline that includes the main subjects, which needs to be discussed. You should have all pointers laid out before the meeting commences.

How to run a QBR successfully

Running a QBR effectively may often seem to be a tricky task. However, it is mostly a cakewalk and beneficial if done in the right way. It is important to document the steps of what is needed from every participant. Following are a few things that you must keep in mind so as to run a QBR successfully:

• Keep a record of who’s attending and their respective roles in the meeting.
• Make a list of the pre-requisites, the reports that should be created, the metrics that need to be pulled out and the main goals to be discussed.
• Decide upon the format of the Customer Success QBR and the tools that you plan on using in the process.
• Choose the PowerPoint templates , structure and elements that will be used to create the QBR presentation.
• Set the agenda as discussed above.

Tips to Writing a Professional Business Review

While showcasing the QBR, it is important to present the KPIs that make the most sense, while making sure you add your own unique punch to it. Following are some important tips that you must keep in mind while writing a professional quarterly business review:

1. Be a Storyteller:

Create a storyline and engage the audience leveraging the art of storytelling in your presentation . Present a problem to be resolved. Make a structure where every part of the story does its work and has an interactive flow to it. The beginning should be introductory while the middle part should push the vision and demonstrate your plan to help the client achieve its goals. The conclusion should have the final solution mentioned clearly.

2. Review the KPIs:

The client strategy meetings and review reports should always be started with KPIs . Knowing the current state of achievement of all the important indicators of your customer, plus those indicators your are involved, is essential to describe real status and plan for the future. Generally, indicators are built to control plans and force actions (for example, budget KPI help to force organizations to spend accordingly to their plans). Make sure you have a detailed action plan that backs up the indicators status.

3. The Nine-Minute Rule:

Divide your presentation into two parts: an initial summary that covers all of the important details and is done in nine minutes or fewer, followed by a detailed session. Humans tend to lose interest in a presentation after the first ten minutes , which is why it is important you have the crux mapped out in the initial summary of the QBR.

4. Highlight Real Results:

Use stats and facts to showcase the results that have been achieved. Don’t use indefinite terms and metrics. These will only reduce the value of the quarterly business review and make it sound vague.

5. Make it Crisp and Consistent:

There is no point in going on and on with the presentation if it does not lay the right impact and hits the chords. The PowerPoint slides should be consistent and the theme should please the audience.

These 5 important pointers can help to prepare an effective QBR.

Quarterly Business Review Mistakes to Avoid

Many business advisers repeat some mistakes that are main reasons behind the sinking of a QBR. Following are the ones that you should avoid:

• Steer clear of thorough discussions about anything that is negative. You should lay emphasis on the successes more than the failures.
• Choosing a defensive approach if the customer brings up any issues or challenges is another mistake that you should avoid. Address the queries in an amicable and accepting way.
• Not paying enough attention to the 9-minute rule and lingering on with the meeting for longer than an hour is a big NO!

Now that we have discussed the important aspects of a QBR, let’s walk you across the importance of PowerPoint presentation.

Using PowerPoint Presentation for a Quarterly Business Review

Having the right QBR presentation template can help to boost the effectiveness of a Quarterly Business Review. A part from that, following a pre designed theme with a professional layout will make it easier to structure and order the content in a way that is easy to present to an executive audience.

1. Quarterly Business Review PowerPoint Templates

With a business review PowerPoint template you can create professional-looking quarterly reports and annual Business Reviews. These provide a structured theme to present every corporate area with data-driven charts and infographics. Such templates provide top of the line, 100% editable PowerPoint Charts and vector to create impressive infographics & visual content. These representations are ideal for summarizing strong numeric information. You can impress your audience and create professional QBRs quite effectively and seamlessly.

Use This Template

2. Light Business Quarterly Business Review Templates

If you need a more generic PowerPoint Template, you can use the Light Business PowerPoint template and adapt ts content to your QBR topics. You have a business theme that matched professional environments ready to be edited with your own content.

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Quarterly Business Review Meeting

It seems that you like this template, quarterly business review meeting presentation, free google slides theme, powerpoint template, and canva presentation template.

Keeping track of what is going on in a company is essential to be able to detect potential problems and opportunities in time. To do this, what better than to organize a quarterly meeting in which you can evaluate the financial health of your business. To help you with this task we have created this template, which has a professional, geometric style and cream-colored background. In the titles we have added a touch of color, combining brown and red. We have included phase calendar, charts, timelines, status report, checklist and map.

Features of this template

• 100% editable and easy to modify
• 23 different slides to impress your audience
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• Includes 500+ icons and Flaticon’s extension for customizing your slides
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Quarterly Business Review Template

Number of slides: 10

The financial year is split into quarters and it is good practice to conduct a thorough review every instance in order to ensure adequate practices and business growth. The three months of a quarter are an adequate time frame in which you can see the performance of your practices and optimize your processes in order to ensure sustainable growth. This slide deck comes with the Quarterly Progress Charts, the Project Performance Slide and the Key wins slide to get an insight into your business performance and conduct a quarterly financial analysis.

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Free Quarterly Business Review Template

Quarterly progress charts.

Monitor how your organization has been performing in the previous quarters and determine whether your current strategies are working. With the Quarterly Progress Charts, you can also identify what areas need to be optimized in order to squeeze as much efficiency as you can out of your available resources.

Quarterly Project Performance Slide

Monitor how your project has been unfolding over the previous quarters and determine whether you are facing any blockers that need to be removed. This slide can help you outline all those details in an intuitive manner and help you communicate clearly with your stakeholders.

Quarterly Achievements Slide

See what achievements your team has made in the past few quarters and ensure that they are celebrated accordingly. This slide can help you monitor the performance of your organization by the number of achievements and met deadlines across the previous financial quarters.

Monitor your success

A quarterly review will enable you to see your organization’s successes and celebrate them

Optimize your strategy

Use the insights gained every quarter to fine-tune your strategy

Work to achieve your targets

Make sure that every action you take will get you closer to your targets

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How to Conduct A Powerful Quarterly Business Review With Your Team

Imagine having a clear picture of your company’s performance and a roadmap for future success each quarter . Quarterly Business Reviews (QBRs) are your strategic tool for analyzing progress, gathering valuable feedback, and setting focused goals that align with your business objectives . These sessions are pivotal in transforming insights into actionable strategies that propel growth .

If the thought of organizing your first QBR seems overwhelming, worry not. You’re about to discover a straightforward approach to conducting these face-to-face meetings effectively, ensuring you gain the most from each session, regardless of your experience level.

Ready to enhance your business strategy and achieve remarkable results? Let’s dive into how you can conduct impactful QBRs, starting today.

What is a Quarterly Business Review?

A Quarterly Business Review, or QBR, is a critical evaluation session in which your team reviews performance, strategizes, and sets goals for the coming quarter. It serves as a strategic checkpoint to assess various aspects of your business, such as sales performance, customer satisfaction, and operational efficiency.

During a QBR, you and your team will analyze detailed reports and exchange feedback to identify successful strategies and improvement areas. It’s an opportunity to realign your team’s actions with your organization’s overarching goals, ensuring that everyone is on the same page and focused on what matters most.

These reviews are not just about looking back but are pivotal in proactively shaping your business’s future. They encourage open communication, foster a culture of accountability, and drive strategic adjustments, making them indispensable for sustained growth and competitiveness.

Conducting effective QBRs is essential if you want to harness the full potential of your operational and strategic efforts. They transform insights into actions, ensuring your business meets and exceeds its goals.

Reasons You Need to Master Quarterly Business Reviews

QBRs are crucial for maintaining strong business relationships and driving growth. Here’s why mastering these reviews is essential:

• Provides a Comprehensive View of Business Performance: QBRs offer a holistic view of your operations, from sales metrics to customer feedback. This complete understanding is vital for making informed decisions.
• Strengthens Customer Relationships Through Regular Engagement: By discussing how your strategies impact customer satisfaction, you create opportunities to deepen relationships and ensure client needs are met, making them feel valued and understood.
• Identifies Areas for Improvement and New Opportunities: Each QBR is a chance to identify what’s working and what’s not. This insight allows you to seize new opportunities and swiftly address any areas of concern.
• Aligns Internal Teams and Customer Expectations: Regular QBRs synchronize your team’s efforts with the customer’s business expectations, ensuring everyone targets the same objectives and understands their role in achieving them.
• Facilitates Data-Driven Decision Making: Armed with data from QBRs, you can make strategic decisions that are backed by solid evidence, not just gut feelings. This approach reduces risk and increases the likelihood of success.

Mastering QBRs transforms routine customer interactions into strategic partnerships and drives substantial business growth. These reviews are pivotal in evolving your strategies, maintaining a competitive edge, and ensuring your business survives. 

How to Conduct a Successful Quarterly Business Review

Here’s break down the QBR process into manageable steps so you can confidently lead these crucial meetings and propel your business forward:

Prepare: Gather Data and Set the Agenda

Present: share insights and performance metrics, discuss: address challenges and opportunities, plan: set goals and action items for the next quarter.

Think of this as laying the groundwork for a productive discussion. Start by collecting all the relevant performance data and metrics that reflect how your business has fared in the past quarter. 

Next, take a look at your notes from your last QBR. Did you complete all the action items you set out to accomplish? This will help you stay focused and ensure accountability within the team. Finally, create a clear agenda for the upcoming meeting and share it with everyone involved so they can come prepared.

This is your time to shine a spotlight on your team’s hard work and accomplishments. Highlight the key achievements and successes from the past quarter. Data is your ally here, so make sure to present relevant metrics in a visually appealing way, such as charts or graphs.

This will help your team grasp the big picture quickly. Also, don’t forget to review the progress made on previous goals and initiatives.

Open communication is key to any successful QBR meeting. Encourage everyone to participate in an open and honest dialogue about the challenges they’ve faced. Also, actively seek customer feedback on your products or services. 

This external perspective can provide valuable insights you might have missed. Finally, use this time to brainstorm and identify new opportunities for growth or improvement.

End the QBR on a high note by setting clear and achievable goals for the upcoming quarter. Make sure these goals align with your overall business objectives. 

Assign team members specific action items and deadlines to ensure that everyone knows their responsibilities. This will keep your team motivated and focused, setting the stage for another successful quarter.

Key Considerations for Successful Quarterly Business Reviews

To ensure your Quarterly Business Review template (QBRs) is effective and drive meaningful change, here are some essential considerations to keep in mind:

1) Consistency is Key

Think of your QBRs as the heartbeat of your business operations. Just as a steady heartbeat is a sign of good health, regular QBRs signal a well-functioning organization. When you establish a predictable cadence for these meetings, you create a sense of rhythm and expectation. 

Team members know when to anticipate these check-ins and can proactively prepare their contributions. Stakeholders also appreciate the consistency as it allows them to stay informed and engaged with the company’s progress.

Moreover, consistent QBRs help you identify trends and potential issues early on. When you’re regularly reviewing performance data and discussing challenges, you’re less likely to be blindsided by sudden setbacks. Instead, you can spot emerging problems and take corrective action before they escalate.

Remember, the key is to find a frequency that works for your business. Whether it’s monthly, quarterly, or annually, stick to the schedule and make sure everyone involved is on board.

2) Thorough Preparation

Imagine walking into a meeting without any idea what’s on the agenda or what’s expected of you. It’s a recipe for confusion and wasted time. Thorough preparation is the key to unlocking the full potential of your QBRs.

When everyone has access to the necessary data, previous QBR outcomes, and a clear agenda beforehand, it sets the stage for focused and meaningful conversations. Participants can come prepared with questions, insights, and solutions, leading to a more productive use of everyone’s time.

Remember, a well-prepared QBR is a collaborative effort. Encourage everyone to contribute their perspective and insights, and make sure they have the resources they need to do so effectively. By prioritizing preparation, you’ll transform your QBRs into powerful drivers of growth and success.

3) Create a Collaborative Atmosphere

Yes, numbers and performance metrics are important, but don’t let your QBR turn into a dry recitation of statistics. The real magic happens when you create a space where everyone feels comfortable sharing their ideas and perspectives. Think of it as a brainstorming session where the collective intelligence of your team can shine through.

Encourage open dialogue and active participation from all attendees. Ask questions, invite feedback, and make sure everyone’s voice is heard.

This not only leads to richer discussions and better solutions but also fosters a sense of ownership and engagement within your team. Remember, a QBR is an opportunity to build team cohesion and strengthen the bonds that drive your company forward.

4) Focus Beyond the Sales Figures

Of course, sales pitch and revenue are important indicators of success, but they’re not the only ones. A truly powerful QBR takes a holistic view of your business. This means dedicating time to discuss factors like customer satisfaction, employee engagement, and the progress of your product development initiatives.

Think of it this way: Sales team figures tell you what is happening, but these other metrics help you understand why it’s happening. Are your customers happy? Are your employees motivated? Is your product roadmap aligned with market needs? These insights can uncover hidden opportunities or challenges that might not be obvious from sales data alone.

By taking a broader perspective in your QBRs, you’ll gain a deeper understanding of your business’s overall health and identify areas for improvement to drive long-term success.

5) Actionable Follow-Up

Think of your QBR as a launchpad for the next phase of your business journey. The insights and discussions generated during the meeting are valuable, but they’re only truly impactful when they lead to action. That’s why ending your QBR with clear, actionable steps is crucial.

Define specific action items that address the key takeaways from the meeting. Assign ownership for each item and set clear deadlines to ensure accountability. This helps maintain momentum and ensures that the valuable time spent in the QBR translates into tangible progress.

Consider creating a shared document or task management system to track the progress of these action items. Regular check-ins and follow-up meetings can also help keep everyone on track and ensure that the QBR’s impact is felt throughout the quarter.

A QBR without actionable follow-up is like a car with no engine. It may look good, but it’s not going anywhere. By prioritizing concrete steps and clear accountability, you’ll transform your QBRs into powerful catalysts for growth and improvement.

6) Feedback Mechanism

Even the best processes can benefit from a fresh perspective. That’s why it’s important to include a mechanism for gathering feedback on the QBR process itself. This could involve a simple survey after each meeting, or a dedicated time during the QBR to discuss what’s working well and what could be improved.

Think of it as a way to fine-tune your QBR engine. By actively seeking out feedback, you can identify any areas where the process might be falling short or where there’s room for innovation. Perhaps the agenda needs adjusting, or maybe there’s a need for more interactive elements.

The goal of QBRs is to drive continuous improvement. By incorporating a feedback mechanism, you ensure that your QBRs evolve alongside your business, becoming even more impactful over time.

By considering these elements, you can elevate the impact of your Quarterly Business Reviews, turning them into pivotal events that propel your team and business towards clearly defined goals and continuous improvement.

Taking it to the Next Level: Enhancing Your QBR Process

Elevating your QBR process can transform these meetings from standard reviews to powerful, forward-looking strategic sessions. Here’s how you can enhance your QBRs:

Incorporate Customer Success Stories and Case Studies

Highlighting real-world examples of how your products or services have positively impacted customers can be incredibly motivating and informative. Sharing these success stories during your QBRs not only demonstrates the value your company creates but also instills a sense of pride and accomplishment in your team.

Use Predictive Analytics to Forecast Future Trends

Leveraging data analytics to predict future market trends and potential challenges can greatly enhance the strategic value of your QBRs. By presenting data-driven insights and forecasts, both you enable your team to anticipate changes and adapt strategies proactively, keeping your business agile and competitive.

Implement a QBR Software Tool

Consider using specialized software designed to facilitate QBRs. These tools can help streamline the preparation and follow-up process, ensure consistency in how data is presented and discussed, and track progress on action items over time. This technological support saves time and enhances your reviews’ overall efficiency and effectiveness.

Alternatives to Traditional Quarterly Business Reviews

While QBRs offer a structured approach for evaluating quarterly performance, you may find that different intervals or formats better suit your team’s needs or the pace of your industry. Here are some alternatives to consider:

Monthly Check-Ins

While QBRs provide a comprehensive overview of your business’s performance, monthly check-ins offer a valuable opportunity to stay agile and responsive in today’s fast-paced business environment. 

Think of these as mini-QBRs, where you can quickly assess progress, address any immediate concerns, and make course corrections as needed.

These check-ins are typically less formal than a QBR presentation, allowing for a more fluid and dynamic exchange of information. They’re perfect for keeping everyone on the same page, fostering open communication, and ensuring that your team remains adaptable in the face of change. 

By incorporating monthly check-ins into your review process, you’ll empower your team to respond swiftly to market shifts or internal developments, keeping your business ahead of the curve.

Annual Strategic Reviews

While monthly and quarterly reviews keep you focused on the day-to-day and short-term, it’s equally crucial to take a step back and examine the bigger picture. This is where annual strategic reviews come in. They offer a valuable opportunity to reflect on your company’s overall performance over the past year, evaluate the success of major initiatives, and recalibrate your long-term strategy.

Think of it as a bird’s-eye view of your business journey. As you highlight successes and challenges, you better understand what’s working and what needs adjustment. This broader perspective is essential for setting ambitious yet realistic long-term goals and ensuring they align with your company’s mission and vision.

Annual reviews are also a time for strategic brainstorming and innovation. By stepping back from the daily grind, you can explore new opportunities, consider emerging trends, and make bold decisions that will shape your company’s future.

Continuous Feedback Loops

Imagine having a direct line to your customers’ thoughts and feelings, allowing you to respond to their needs and concerns in real-time. That’s the power of implementing a continuous feedback loop , especially when amplified by customer success platforms.

These platforms act as a bridge between you and your customers, providing a steady stream of valuable insights. 

By proactively gathering and analyzing customer feedback, you can identify areas for improvement, address potential issues before they escalate, and ensure your strategies are always in sync with what your customers want.

This level of responsiveness and adaptability can be a game-changer. It allows you to make informed decisions based on real-world data, rather than relying on assumptions or outdated information. Plus, it demonstrates to your customers that their opinions matter, fostering stronger relationships and loyalty.

Remember, in today’s competitive landscape, being reactive isn’t enough. You need to be proactive, anticipating the customer lifecycle of needs and staying one step ahead. By leveraging continuous feedback loops and customer success platforms, you’ll transform your business into a customer-centric powerhouse.

Final Thoughts on Quarterly Business Reviews

Mastering the art of Quarterly Business Reviews is crucial to achieving success in your business relationships.

By following the main points discussed in this blog post, you’ll be equipped with the tools and techniques needed to effectively conduct an executive business review that will have a lasting impact on your clients and your company. Remember to start with a solid structure – consider it your blueprint for success.

Be consistent in your approach so that both you and your clients know what to expect each quarter. And don’t forget to always refine and improve based on feedback and results – after all, growth is a continuous process.

But most importantly, let’s not forget the human aspect of these reviews – it’s not just about numbers and statistics but building strong relationships with our clients that will ultimately drive strategic growth.

So go forth and conquer your next Quarterly Business Review like the champion that you are! Your clients (and your bottom line) will thank you for it.

Dev is a fractional COO, operations consultant, and productivity junkie at the Process Hacker !

I help you scale by optimizing and automating your operations and systems through simple, proven, and practical tools.

To get help, Book a Call or take my Free Business Assessment !

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Top 10 Monthly Business Review Templates with Samples and Examples

Mohammed Sameer

Every business is a close-knit web of processes.

When shorn of all the hype or the unwarranted negativity, even the biggest businesses are, essentially, about processes and people working together. 

The processes are perfected over time. For this to happen, however, the management must get an idea of the things that aren’t going according to plan, and why. Finding these loopholes is often tricky. It necessitates undivided attention and a sharp eye to spot an error in business processes. 

This blog highlights the monthly business review templates that build upon extensive research and analysis. Using these PPT Templates, the management of the companies can analyze the situation and draft a new process or tweak already established ways of going about things.

Must-Have Monthly Business Review Templates

A monthly business analysis template or business review template saves users significant time when creating BIA (Business Impact Analysis) plans. Using it, strategies are implemented as planned because the POA (Plan of Action) is clearly defined in such templates.

Template 1: Monthly Review PPT Template

Monthly business reviews can be challenging. With our predesigned PPT Template, you can:

• Assess the performance of your business.
• Focus on critical issues, goals, and objectives.
• Reinforce accountability and action plans of each team and individual.
• Identify and remove barriers.

Download it now.

Get this template

Template 2: Four-point Agenda for Quarterly Business Review PPT Template

This Quarterly Business Review PowerPoint Design is a must-have tool in your arsenal. It breaks down the process into four-point agenda that covers the nitty-gritty of a methodical business review. It explains the KPIs, compares the actual performance against set goals, helps you think from the customer's perspective, and keep him/her happy. Get it now.

Grab this template

Template 3: Monthly Business Review Showing Marketing Performance

Use this PPT Framework to analyze your website’s performance for the last 30 days concerning social media engagement, leads, and conversions. This content-ready PPT Template is completely editable, and you can use it to perform your business’ monthly review with just a few clicks. Grab it now.

Download this template

Template 4: Monthly Project Accomplishment PPT Framework

Present your monthly project accomplishment report without breaking a sweat using this template. It has dedicated sections for project health and timeline. Project health highlights progress and task status, while the timeline emphasizes pending actions and decisions. This template helps ensure your project progress is steady. Download it now.

Template 5: Monthly Business Review Showing Revenue and Expense Breakdown

Revenue is the bloodline of a business and is the doorway to exponential business growth. For that to happen, you need our monthly business review showing revenue and expenses to help structure your next action plan. Track whether you are on the right path with this template. Grab it now.

Template 6: Three-Month Business Process Review and Improvement Roadmap

Deploy our three-month business process review PPT Template and communicate your vision and lay a firm ground for your audience. This slide assists in aligning processes, defining goals, and thoughtfully planning and building solutions that assist businesses in achieving actual growth. Get it now! 

Template 7: Monthly Business Review PPT Slides

Use our ready-to-use template to create an accurate representation of your business health. This complete deck will provide you with detailed information on financial performance, client and project updates, and so on. Get impactful insights into your business performance with our complete deck. Download now!

Template 8: Six-Month Business Process Review and Improvement Roadmap

Obtain your six-month business process review template and conduct an in-depth review of your current methods as well as further analysis of your requirements. Maximize team efficiency and streamline a work plan efficiently by introducing our roadmap theme. Get it instantly.

Template 9: Quarterly Business Review PPT Template

Showcase your quarterly business review with our amazing QBR template ppt and convey your message effectively to your peers. With our slides, use your business review results to provide clients, stakeholders, and others with a better understanding of sales and growth. Enjoy maximum benefits out of this set. Grab it now.

Template 10: Quarterly Business Review Framework

Highlight your business's uniqueness with our quarterly business review framework. This complete deck is inclusive of topics such as economic assessment, company evaluation, organizational study, and the list goes on. You definitely don’t want to miss out on this. Download it right away.

The Takeaway

The month is ending, and your company has met its objectives. Congratulations! When you've finished celebrating, you must decide what comes next. To ensure a repeat performance for the next quarter, use our monthly business review templates. Our template assists you in understanding what your team has recently learned and how you can capitalize on this. It will position your team for success when the leadership team plans goals and projects.

FAQs on Monthy Business Review

What is a business review.

A business review is one of the most underutilized tools in a services company's arsenal. Monthly business reviews highlight new ways to assist clients in meeting their objectives and uncover risks and opportunities you're prepared to address. This also ensures that customer satisfaction and support quality are reviewed in an organized manner.

How do I write a monthly business review?

Here are the guidelines for conducting a Successful Monthly Review:

• Examine your financial records.
• Reevaluate your goals.
• Examine your long-term objectives and strategy.
• Allow time for any company issues to be discussed.
• Establish meeting guidelines at least a week before the review is scheduled.

How do I write a monthly progress report?

• Start with defining the agenda.
• Write a brief description of the project or performance goal.
• The team's project development accomplishments are the most important content.
• Give specifics on the tasks completed by the team during the month.

How do you prepare a quarterly business review?

8 Methods for Conducting Valuable Quarterly Business Reviews:

• Plan the meeting ahead of time.
• Select a moderator.
• Establish a clear agenda.
• Begin with the customer's goals.
• Using data, demonstrate the progress made thus far (emphasize ROI)
• Keep an eye out for new opportunities.
• Plan for the following quarter and schedule the next QBR.
• Save the last ten minutes for open-ended discussion.

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• Quarterly Business Review Presentation: All the Essential Slides You Need in Your Deck
• [Updated 2023] 50 Best Company Presentation Templates To Ace The Corporate Ladder
• [Updated 2023] Top 15 Business Performance Review Templates To Transfigure an Effective Reporting Mechanism
• [Updated 2023] Top 10 PowerPoint Templates to Create an Insightful Progress Report

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