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Quarterly Business Review Template

Reach your vision and achieve your goals every quarter

Courtesy of our friends at

This Quarterly Business Review (QBR) is an excellent resource for documenting the way our offering can help you achieve your goals—and eventually reach your vision. Use this template first to document a set of goals related directly to the ways your organization uses our offering. Then return to this template on a quarterly basis to assess our progress toward our goals and to make a plan for the next quarter.

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Template by Territory


Territory was established to help organizations do their best work. They are a network of consultants, designers and strategic thinkers with its principal office in Portland, Oregon USA.

Their wide distribution allows them to convene the best-suited and brightest talent to meet each client’s needs by applying the power of design thinking to help people imagine, achieve, and deliver greater value, faster.