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
A tool packed with features
Design interactive proposals
Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.
Smart automations
Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.
Built-in e-sign functionality
Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.
Real-time proposal analytics
Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.
Embed dynamic quotes & interactive pricing
Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.
Get Paid Instantly with QwilrPay
Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.
Templates for every use case
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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.