Quarterly Business Review (QBR) Template

Drive business growth with our actionable QBR Template – create an insightful, detailed, and effective review for your clients.

About this template

Enhance your QBR meetings with our visually appealing and easy-to-use Quarterly Business Review Template. Designed to showcase performance metrics and insights, this template helps identify areas of improvement and drive strategic planning.

What's included?

  • Executive summary
  • Goals summary
  • Business recommendations
  • Link to product pitch deck
  • Embeddable data dashboard
  • Pricing information
  • ROI calculator
  • Next steps

About the author

Jonathon Blackburn, VP of Sales at Qwilr

Jonathon Blackburn|VP of Sales at Qwilr

Jonathon leads Global Sales at Qwilr and was a former sales leader at high growth scale-ups like Lattice, Reciprocity and Momentive.ai (Survey Monkey).

A Quarterly Business Review, or QBR, is an essential part of any successful business strategy. It is a meeting that occurs every quarter between company executives or owners and their teams. The purpose of the QBR is to evaluate the company's progress from the previous quarter, discuss current challenges, and set goals and objectives for the upcoming quarter.

During the QBR, company executives or owners will typically review financial performance, sales figures, customer satisfaction, and employee engagement. They will also discuss any new products or services that the company is planning to launch, as well as any changes to the company's overall strategy.

One of the main benefits of a QBR is that it provides an opportunity for all stakeholders to come together and discuss the company's progress. This can help to identify areas where the company is excelling and areas where improvements can be made. It also helps to ensure that everyone is aligned on the company's goals and objectives, which can lead to increased motivation and productivity.

Another benefit of a QBR is that it allows for open and honest communication between all stakeholders. This can help to build trust and transparency within the company, which is essential for long-term success. It also provides an opportunity for employees to ask questions and provide feedback, which can help to identify potential issues before they become major problems.

In conclusion, a Quarterly Business Review is an essential part of any successful business strategy. It provides an opportunity for all stakeholders to come together and discuss the company's progress, identify areas for improvement, and set goals and objectives for the upcoming quarter. By conducting regular QBRs, companies can ensure that they are on track to achieve their long-term goals and objectives, and that everyone is aligned on the company's overall strategy.

Welcome to our Quarterly Business Review (QBR) template! This tool will help you organize and structure your meeting effectively, making it easier for you to analyze your business performance and identify areas for improvement. Here are some tips on how to use this template:

  • Plan ahead: Before the meeting, take some time to review your business performance over the past quarter. Identify key metrics and trends that you want to discuss with your team. Use this information to create an agenda that covers all the important topics.
  • Set objectives: Make sure that you set clear objectives for the meeting. What do you want to achieve? Do you want to identify new opportunities for growth? Do you want to address any issues that have arisen? Do you want to celebrate successes? Whatever your objectives are, make sure that they are clearly communicated to your team.
  • Use the template: During the meeting, use the QBR template to guide the discussion. The template is designed to cover all the important topics, from financial performance to customer satisfaction. Make sure that you cover each section thoroughly and encourage your team to ask questions and provide feedback.
  • Encourage collaboration: The QBR is a great opportunity to encourage collaboration and teamwork. Encourage your team to share their ideas and insights. Use the meeting to brainstorm new strategies and initiatives.
  • Follow up: After the meeting, make sure that you follow up on any action items that were identified. Assign tasks to team members and set deadlines. Make sure that everyone is clear on their responsibilities and that progress is tracked regularly.

By using this QBR template, you can ensure that your meetings are productive, engaging, and effective. Good luck!

Quarterly Business Reviews (QBRs) are an essential tool for businesses looking to stay on track and achieve their goals. These reviews provide an opportunity for teams to come together and assess their progress, identify areas of improvement, and set new objectives for the upcoming quarter.

While it is recommended to run a QBR at the beginning of each quarter, the frequency of these reviews can vary depending on the needs of your business. For some organizations, holding a QBR every six months or annually may be sufficient.

Regardless of how often you choose to hold a QBR, it is important to approach these reviews with a clear agenda and goal in mind. This may involve reviewing key performance indicators (KPIs), assessing the effectiveness of current strategies, or identifying new opportunities for growth.

During a QBR, it is also important to encourage open and honest communication among team members. This may involve soliciting feedback from employees, sharing best practices, or discussing challenges and roadblocks that may be hindering progress.

Ultimately, the goal of a Quarterly Business Review is to help your team stay focused, motivated, and aligned with the overall objectives of your organization. By regularly assessing your progress and making adjustments as needed, you can ensure that your business is always moving forward and achieving its full potential.

Running a Quarterly Business Review (QBR) is a crucial activity for any business that wants to stay ahead of the competition. A QBR is a meeting that is held every quarter to review the company's performance and progress. It is an opportunity for the company's leadership team to discuss the company's goals, objectives, and performance with the rest of the team. Here are some of the benefits of running QBRs:

  • Tracking progress and performance: QBRs allow you to evaluate whether you are meeting your goals and objectives. By reviewing your progress every quarter, you can identify areas where you are excelling and areas where you need to improve.
  • Identifying issues early: By discussing challenges during the QBR meeting, you can address them early, minimizing their impact on the business. This can help you avoid costly mistakes and ensure that your business is running smoothly.
  • Alignment: QBRs ensure that everyone is on the same page regarding the company's priorities and goals. This is important because it helps to ensure that everyone is working towards the same objectives, which can help to improve productivity and efficiency.
  • Improved communication: QBRs provide an opportunity for the leadership team to communicate with the rest of the team. This can help to ensure that everyone is aware of what is happening in the business and can help to prevent misunderstandings and miscommunications.
  • Improved decision-making: QBRs provide a forum for the leadership team to discuss important issues and make decisions. By reviewing the company's performance and progress, the team can make informed decisions about the future direction of the business.
  • Increased accountability: QBRs help to increase accountability within the team. By reviewing progress and setting goals, everyone is held accountable for their performance and progress towards achieving the company's objectives.
  • Improved customer satisfaction: QBRs provide an opportunity to review customer feedback and identify areas where the company can improve its products or services. This can help to improve customer satisfaction and loyalty, which can lead to increased revenue and profitability.
  • Increased employee engagement: QBRs provide an opportunity for the leadership team to recognize and reward employees for their hard work and achievements. This can help to increase employee engagement and motivation, which can lead to improved performance and productivity.

Overall, running Quarterly Business Reviews is an essential activity for any business that wants to stay competitive and achieve its goals. By tracking progress and performance, identifying issues early, improving communication, and increasing accountability, QBRs can help to ensure that your business is running smoothly and efficiently.

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ROI calculator

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Team management

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Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Frequently asked questions

The key to writing a successful QBR is to remain objective and focus on the data. Start by reviewing your KPIs, analyzing trends, and comparing performance to previous quarters. Then, identify challenges and create action plans to address them. Finally, set clear, measurable goals for the upcoming quarter.

An internal QBR should cover all aspects of the business, including finance, operations, sales, and marketing. It should include KPIs, trends, challenges, and goals for each department.

To effectively run an effective QBR, it's important to plan with a clear outcome in mind and align the meeting to this goal.

Prioritize preparation by gathering all necessary data, distributing the agenda, and setting objectives for your team. During the meeting, promote open discussion, stay focused on the data, and establish clear goals that align with your desired outcome.

An effective QBR should include:

  • KPIs and metrics
  • Financial performance, including revenue and profit margins
  • Operational performance, including efficiency and productivity
  • Marketing performance, including lead generation and conversion rates
  • Sales performance, including revenue and pipeline
  • Challenges and opportunities
  • Action plans
  • Goals and objectives for the upcoming quarter

There are several ways to structure a QBR. However, a common approach is to begin with a financial review, followed by an operational review, sales review, marketing review, and challenges and opportunities discussion. Finally, set goals and objectives for the upcoming quarter.