Quarterly Business Review (QBR) Template

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

Quarterly Business Review (QBR) Template

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).

The primary purpose of a QBR is to assess the company's performance in the previous quarter, address existing challenges, and establish goals and objectives for the upcoming quarter. Utilizing a cloud-based proposal software can facilitate the organization and presentation of data, making it easier for executives to analyze financial performance, sales figures, customer satisfaction, and employee engagement during the QBR. They also discuss any new product or service launches and potential modifications to the company's overall strategy.

Firstly, QBRs provide an opportunity for all stakeholders to collaborate and evaluate the company's progress. This enables the identification of areas of success and areas that require improvement. Additionally, they create a platform for employees to ask questions and provide feedback, helping to identify potential issues before they escalate.

Quarterly Business Reviews (QBRs) should be used to maintain progress and achieve goals within a business. They provide an opportunity for teams to evaluate their performance, identify areas for improvement, and establish new objectives for the upcoming quarter.

The frequency of QBRs can vary depending on the specific needs of your business. While it is recommended to conduct a QBR at the beginning of each quarter, some organizations may find it sufficient to hold them every six months or annually.

This may involve reviewing key performance indicators (KPIs), assessing the effectiveness of current strategies, or uncovering new growth opportunities.

During a QBR, fostering open and honest communication among team members is vital. This can involve gathering feedback, sharing best practices, and addressing challenges that hinder progress.

Ultimately, the goal of a Quarterly Business Review is to ensure focus, motivation, and alignment with the organization's objectives.

  1. Tracking Progress and Performance: By reviewing progress each quarter, businesses can identify areas of strength and areas that require improvement.
  2. Early Issue Identification: This proactive approach helps mitigate potential risks and maintain smooth business operations.
  3. Alignment: This shared understanding enables teams to work collaboratively towards common objectives, improving productivity and efficiency.
  4. Improved Communication: This ensures that everyone is well-informed about the company's progress and direction.
  5. Enhanced Decision-Making: By analyzing performance and progress, leaders can make strategic decisions that drive the business forward.
  6. Increased Accountability: This encourages individuals and teams to take ownership of their responsibilities and work towards achieving the company's objectives.
  7. Improved Customer Satisfaction: By addressing customer needs and enhancing products or services, businesses can boost customer satisfaction and loyalty, leading to increased revenue.
  8. Increased Employee Engagement: This recognition fosters employee engagement and motivation, resulting in improved performance and productivity.

Here's a quick video overview of how to get started with this template:

  1. Plan ahead: Before the meeting, review your business performance in the past quarter. Identify key metrics and trends to discuss with your team. Use this information to create an agenda covering important topics.
  2. Set objectives: Clearly define the meeting's objectives. Do you want to identify growth opportunities, address issues, or celebrate successes? Communicate these objectives to your team.
  3. Use the template: It covers essential areas like financial performance and customer satisfaction. Thoroughly address each section and encourage questions and feedback from your team.
  4. Foster collaboration: Encourage your team to share ideas and insights. Use the meeting to brainstorm new strategies and initiatives.
  5. Follow up: After the meeting, ensure follow-up on identified action items. Assign tasks to team members and set deadlines. Clarify responsibilities and track progress regularly.

A tool packed with features

Brand control

Establish your brand settings once and automatically apply to every piece of collateral.


Collect payments instantly from customers with Stripe or direct to your own payment system.

Security & GDPR

Add security features like password protection and link expiry to protect sensitive content.

Embedded content

Add Calendly links, videos, surveys, Looms, GIFs and more to every page.


Get deals signed on the spot with built-in e-signing ability.

Asset library

Create a library of reusable content for sales reps.

ROI calculator

Showcase your value with an interactive ROI calculator embedded in your Qwilr pages.

Team management

Set up permissions so your team accesses only what they need.

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.