Quarterly business review (QBR) template

What is a quarterly business review (QBR) template?

A quarterly business review (QBR) template is a structured format designed to help teams review the past quarter's performance and plan for the next quarter. Use this template to map out sales performance, share insights on customer relationships, and showcase the value added to the client’s business through metrics like revenue, ROI, and progress towards objectives.

The outcome of using this template is a comprehensive, data-driven report that can be presented to stakeholders, ensuring transparency and alignment on business goals and performance.

The quarterly business review (QBR) template helps you:

• Track sales performance: Monitor key sales metrics and identify trends.
• Share customer insights: Provide a clear overview of customer relationships and feedback.
• Showcase value added: Demonstrate the impact of your services or products on the client’s business through metrics like revenue and ROI.

How to use the quarterly business review template

Step 1: Set up the template

Open the template in Mural and customize it to fit your basic foundational needs, including report date range, customer names, and team information. 

Step 2: Review past performance

Gather data on key performance indicators (KPIs) such as revenue, customer satisfaction, and project completion rates. Use this data to inform wins, losses, and deals pushed to next quarter. Analyze the data to identify trends, successes, and areas for improvement. Also, use this data to inform quarterly and annual goals. 

Step 3: Forecast deals in progress and challenges 

Based on the insights gained, set clear expectations for deals in progress and potential risks. Include action items with responsible parties and deadlines to ensure accountability.

Step 4: Gather feedback

Use the template to facilitate a collaborative discussion with your team and stakeholders. Focus on lead development challenges. Encourage feedback and input to refine your plans and strategies.

When to use the quarterly business review template (with examples)

Example 1: Sales team meeting

Use the QBR template during a sales team meeting to review the past quarter's sales performance and set targets for the next quarter.

Example 2: Executive review

Present the QBR template to the executive team to provide a high-level overview of the company's performance and strategic direction.

Example 3: Client review

Share the QBR template with clients to demonstrate the value you have added to their business and discuss plans for the upcoming quarter.

Helpful tips when using the quarterly business review

• Be honest: Provide an accurate and transparent review of the past quarter.
• Focus on key points: Highlight the most important metrics and insights.
• Keep it concise: Ensure the presentation is clear and to the point.
• Include action items: Clearly define next steps with responsible parties and deadlines.
• Use Mural features: Leverage Mural’s collaborative tools to engage your team and stakeholders.