Free QBR and Business Review Templates

By Kate Eby | June 25, 2018 (updated October 20, 2022)

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Companies like Google and Intel use a form of goal planning and a business leadership process to identify OKRs, the objectives and key results that drive internal performance, build customer relationships, and deliver growth. The quarterly business review (QBR) meeting is the delivery platform to discuss and set OKRs and measure and grade performance as determined by a company’s overall mission and values. This article features an overview of QBR meetings, including expert business review planning and presentation techniques. You’ll find a variety of free QBR templates to use, so you can spend less time preparing for your presentations and more time managing your business.  

Customer QBR Meeting Preparation Checklist

Use this checklist to help you prepare a QBR meeting presentation that captures your customer’s attention and demonstrates your commitment to honor their valuable time.

Customer QBR Meeting Preparation Checklist

‌ Download Customer QBR Meeting Preparation Checklist

Supplier QBR Template

Supplier QBR Template

QBR meetings provide a place and time for suppliers and customers to build a strategic relationship that benefits both parties. Use this supplier QBR template to measure the quantitative value that your managed service providers and vendor partners offer your business. If you’re the supplier, use this template at your next QBR to take a proactive role as a valuable business partner by establishing your customer’s return on investment.

‌   Download Excel Template Try Smartsheet Template   ‌

Annual Business Review Template

Annual Business Review Template

Use this annual business review template to compile the key results of your quarterly business review meetings and prepare your presentation. This template is designed as a formal presentation to discuss key business objectives and results. Customize the slides outlined to deliver a concise, impactful review of past performance and articulate future goals for the year ahead.

‌ Download Annual Business Review Template – PowerPoint

Small Business QBR Template

Small Business QBR Template

Running a small business requires the optimization of time and money — hold your suppliers to the same standard with this template. Use this form to organize information about the products and services your key vendors provide. Also use it to facilitate critical quarterly checkpoint meetings in order to grade the relationship based on results.

Download Small Business QBR Template

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Executive QBR Template

Executive QBR Template

Use this customizable QBR slide deck to present to executive leadership. It is designed to present the most vital information up front and to summarize objectives and key results to busy executives with tight schedules. This template is perfect for remote online meetings that use video conferencing software. It’s also ideal for a less-than-captive audience.

‌ Download Executive QBR Template – PowerPoint

Sales QBR Template

Sales QBR Template

Sales professionals need an effective QBR business planning process to execute quarterly sales goals and measure the results of their sales team’s efforts. Share this customizable QBR slide deck outline with your team to elevate performance and establish accountability. They can easily modify each slide to present essential information about their market or customers and plan next steps to be reviewed at the next QBR meeting. Adjust the slides and craft a QBR presentation for your customers.  

‌ Download Sales QBR Template – PowerPoint

What Is a QBR Meeting?

The purpose of a QBR meeting is to communicate business-related goals, determine OKRs to measure success, and build relationships with customers or employees. The meeting is most effective when conducted face to face, but technology, the growth of global business, and the increase in geographically distributed teams make remote QBR meetings a popular option.

Internal QBR meetings happen at every level, from executive leadership to product teams. As an external communication tool, the QBR meeting is an opportunity for customer success managers (or related sales and marketing professionals using strategic account management) to discuss KPIs and return on investment (ROI), sign sales contracts, or negotiate service renewal agreements with customers.

What to Include in a Sales QBR

Determining business goals and using key customers to identify the desired results of your efforts are just the beginning of effective QBR planning. Resist the urge to think in a vacuum when creating your slide deck. Consider the customer. Don’t treat the QBR meeting like any other sales call by focusing on complaints, reviewing past performance, etc. Instead, create a customer-oriented agenda and share it with them prior to the meeting.

The agenda of your sales quarterly business review might include the following topics:

Status of outstanding business from previous meeting

Review of program objectives

Performance results and improvement

News and updates on products and services

Future business opportunities

Items from last meeting

Sales and marketing program metrics

Scorecard review (Customer Health Index or Net Promoter Score)

Support ticket review and resolution metrics review

Benchmarking

Customer support desk review

Onboarding and training

Product roadmap and feature development

License renewals and service contracts

Summary of meeting and commitments

Scheduling of next QBR

Guide to Effective Customer QBR Meetings

Nancy Duarte

Nancy Duarte  is Principal at  Duarte, Inc ., a company that helps “write, design, and deliver groundbreaking stories and visual presentations for every occasion.” The following tips were inspired by Duarte’s experience and recommendations from her book  Harvard Business Review Guide to Persuasive Presentations . Use them to plan and deliver a compelling presentation to your customer at the next QBR meeting.

Audience over Ambitions : Duarte points out that your audience has the power, not you. Look past your ambitions for the meeting and prepare a presentation that takes into account who is in attendance, their valuable and limited time, and what each individual customer needs from the QBR meeting. Duarte recommends giving your customer a gift in the form of unique insight or information, providing them with a new skill or mindset to achieve their business goals, and seeking opportunities to get “unstuck” with a solution if there is a problem with their products, services, or operations.   

Filter Big Ideas : As the name suggests, the QBR is about reviewing past performance, but most customer QBR meetings are scheduled for one hour. That doesn’t mean you shouldn’t take the opportunity to present ideas for how to build future business with your customers and add value to the discussion. Duarte is a proponent of filtering big ideas. “If you don’t filter your presentation, the audience will have to, and people will resent you for making them work too hard to identify the most important points,” she writes. This advice is especially relevant for QBR meetings that can quickly devolve into problem solving and complaint resolution sessions before you have time to present your ideas.

Anticipate Adversity : According to Duarte, as a presenter, you’re frequently creating resistance to your message and ideas. QBR meetings are not an opportunity to troubleshoot customer service issues or the performance of your product and services. Duarte suggests preparing for different types of resistance (logical, emotional, practical) by anticipating and addressing your customer’s concerns before they become roadblocks to your meeting. Consider opening the meeting agenda with a statement acknowledging the issues and when they will be addressed during the presentation. “By showing that you’ve considered opposing points of view, you demonstrate an open mind — and invite your audience to respond in kind,” she writes.  

Golden Rule : The motto at Duarte, Inc. is, “Never deliver a presentation you wouldn’t want to sit through.” Rehearse your presentation before the QBR meeting. Have a colleague or manager analyze your slides and delivery and provide some feedback. Duarte recommends preparing a shorter version of your presentation in case something goes wrong and time is cut short by an interruption or technical glitches. Your customer can tell if you try to wing it, and they will feel slighted. “It sends the message that you don’t value them or their time,” she writes. “Perhaps most significantly, rehearsing frees you up to be more present in your talk and to fully engage with the people in front of you,” she continues. This creates more opportunities to build future business, ask for recommendations, and schedule your future meetings with the customer.

Quarterly Business Review FAQ

Preparing for and delivering an effective quarterly business review doesn’t have to be a daunting task. Here’s a look at some of the key questions about QBR meetings.

Does Every Customer Get a QBR?

QBR meetings foster relationships between you and your customers, reinforce the value of your products and services, and invite honest discussion about the ROI and the likelihood of renewing business agreements. Every customer that you want to provide this opportunity to is a candidate for regularly scheduled quarterly business reviews.

What Is the Best Strategy for Successful QBR Meetings?

Suppliers and vendors that operate under managed service provider (MSP) contracts leverage the QBR meeting as a strategy to manage expectations and learn how to improve, discuss the customer’s business goals and desired results, and understand the problems that customers try to solve in order to support future business plans. If you prepare and practice accordingly, your QBR meetings create a competitive advantage for you to transform customer relationships into win-win partnerships.

Where Do I Host a Customer QBR?

The likelihood of keeping a consistent, face-to-face QBR meeting on your customer’s calendar every 90 days is slim. Meetings get canceled, key customer contacts change, executives need flexibility to meet via video conference, etc. Plan your QBR presentation with the location in mind, and be flexible with where you host your meetings. Invite your best customers to meet on site at your office, and host the meeting over breakfast and coffee. Prepare a slide deck and online meeting agenda, so you can offer these elements as a hosting option for busy customers.

When Do I Schedule My First Customer QBR?

The answer depends on the product and service you provide. Schedule the first QBR after the customer is onboarded and has time to implement and assess your business and value. Coordinate the details for this meeting when you close the deal, and sign contractual agreements when you have the customer’s attention. This demonstrates that you are committed to delivering value and a return on the customer’s investment and will sit down with them every 90 days or so to review the results of this commitment.

Who Do I Invite to Participate in a Customer QBR?

Schedule your customer QBR meetings to include decision makers from both sides, including management and executive leadership when possible. Make sure you know who is attending each QBR meeting ahead of time, and plan your presentation based on the audience.

Does My QBR Presentation Need to Include Images and Charts?

According to Nancy Duarte, the most effective presenters think like designers. “Each slide should pass what I call the glance test: People should be able to comprehend it in three seconds,” says Duarte. “Think of your slides as billboards. When people drive, they only briefly take their eyes off their main focus — the road — to process billboard information,” she adds. Images and charts improve your audience’s cognitive response to your message. Use them in your QBR presentation to maximize your time and deliver crucial information your audience will remember. You can find free, ready-to-use drag-and-drop software, like the Onomics charting tool available from Priceonomics , to help you design a slide deck like a pro.

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Monthly Business Review Template PPT and Google Slides

Monthly Business Review Template PPT and Google Slides

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About business review presentation powerpoint template.

The Business Review Presentation PowerPoint template is versatile and provides various reviews in the business review field. This template includes the overall review of the current market and business updates, agenda, strategic initiatives, risks, improvement areas, and opportunities. The next slide includes the Sales Review and the People and Financial reviews.

This business review template is perfect for quarterly and annual publications comprising information about the results of and organization strategies. By using this template, individuals can review their performances and start working on the issues right away!

Who Can Use This Business Review Presentation PowerPoint Template?

Business owners and entrepreneurs can use the Business Review Presentation PowerPoint template to present their business performance to the shareholders. The tier managers can also use it to present their department’s performances to their department heads. Likewise, it can be used by all departments to present their performances to the heads, and then collectively, they can work on the improvement of the company’s performance.

When To Use This Business Review Presentation PowerPoint Template?

The Business Review Presentation PowerPoint template can be used in various situations. It can be used in Board meetings to present your company’s performance to the Board of Directors. It can also be used in Departmental meetings where each department’s performance can be reviewed. You can also use this presentation template in the annual meeting to present the business’s overall performance and can highlight the areas needing improvement.

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Home PowerPoint Templates Business PowerPoint Templates Business Review PowerPoint Template

Business Review PowerPoint Template

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Business Review PowerPoint Template – Create Quarterly Reports and Annual Business Reviews with this professional PowerPoint Template that provides a structured theme to present every corporate area with data driven charts and infographics.

Business Reviews are quarterly and annual publications comprising information about results of and organization strategies. Generally carried on by the C-Level executives of an organization to present it to shareholders, involves a performance oriented strategic review of the business, focusing on financial results, process improvements, production yield and improvements in other measurable key performance indicators like people retention, attrition or working mood. Business Review are fundamental not only for measuring performance of past events but also to analyze future plans and objectives. The current strategies should be tackling the areas where poor performance is identified.

Modern organizations execute management by indicators practices and implement formal business reviews mechanisms in order to monitor overall strategic performance and be in control of the business.

The Business Review PowerPoint Template covers the main strategic areas of every organization (small or big).

  • Program Execution : Every organization executes operations to deliver business. Under the Program Execution section of the Business Review the Operational Key Performance Indicators are reviewed against previous periods and it variation evaluated.
  • Strategic Alignment : Every Mature Organization defines KPI’s for their strategic goals. The Strategic Alignment Section evaluates the current performance and projection of Strategic KPI’s.
  • Business Development : For profit organizations operate businesses. The Business Development section analyzes the Sales and Marketing KPI’s and their alignment with Strategic goals.
  • Resource Management : Organizations Requires resources to execute. This section analyzes the utilization of financial resources and the management of human resources (people).

Business Review do not have special preconditions, but in order to execute the business review as a formal business practice, it is important to document the main business strategy, communicate the goals that need to be achieved to follow the strategy and how are they going to be measures. Organizations which implement Balanced Scorecard  already execute this steps.

Our Business Review PowerPoint Template provides top of the line, 100% editable PowerPoint Charts and vector to create impressive infographics. This representations are ideal for summarizing strong numeric information. This business PowerPoint template can be used to prepare presentations related to Quarterly Business Review ( QBR ).

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Every day, millions of business presentations are held. Presenters from around the globe create business presentations for various purposes, from persuading business presentations and sales pitches to technical business presentations for training on a new technology or concept. In this category, you can find creative business presentation designs and Business PowerPoint templates with pre-made slides that you can easily use in various business presentation topics.

You can find free themes, for example, for quality management, Human Resources HR PowerPoint, time management PowerPoint templates and even more business PPT templates like Creative Thinking Skills PowerPoint template . This is a good resource also for Marketing PowerPoint Templates or Business Backgrounds for PowerPoint or business presentation PowerPoint templates to master your strategic thinking.

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Quarterly Business Review

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A Quarterly Business Review is a discussion meeting that you have with your customers on a quarterly basis. The focal point of this meeting is not just to check what goals you have met and what is outstanding. Instead, it revolves around the client’s business and what can be done to escalate its growth. The sole aim of a Quarterly Business Review is to understand the potential of the business, the opportunities and markets it can tap into, and the long-term goals that can be achieved. With a quarterly business review, you get a chance to understand the client’s vision and a window to craft your plan to help them out. A quarterly business review is also an option to unveil hidden business opportunities. During the initial stages of a company’s growth, your client will need to interact with his customers more often. In the early stages, there will be lesser customers so building one-to-one relationships will be easier and more effective. It is very important to set an agenda for a quarterly business review meeting, as it will help you in many ways, especially when you come to the point of documenting it in a report format. Make sure you set the agenda right in order to gain a better understanding of your client’s business objectives. While showcasing the quarterly business review, it is important to present the KPIs that make the most sense, while making sure you add your own unique punch to it. The following are some important tips that you must keep in mind while writing a professional quarterly business review. Present a problem to be resolved. Make a structure where every part of the story does its work and has an interactive flow to it. The client strategy meetings and review reports should always be started with KPIs. Use stats and facts to showcase the results that have been achieved.

The Quarterly Business Review template consists of four slides that are designed in a bright and warm color scheme. The slides in this template have a variety of graphs, tables, and infographics to help you make your report memorable. This template will primarily be useful to heads of companies and departments. Also, startups can use this template when demonstrating their achievements to clients at the initial stage of work. Accountants and economists can use the slides in this template when preparing their reports. Investment companies can use the slides in this template to prepare the key figures for the company they recommend investing in. This template will also be useful for team leaders when preparing a project progress report when meeting with the product owner. If necessary, you can easily change the elements of the presentation to suit your corporate style. Quarterly Business Review template will be useful for marketers when preparing a report on the progress of an advertising campaign to promote a new product.

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Prepare your presentation with Copilot for Microsoft 365

You’ve been asked to give a new presentation and Copilot for Microsoft 365 can help! For this example, we’ll imagine you’re a professional landscaper and you’ve been asked to present to a local community organization about tulips.

Start from an outline

Often the best way to prepare a new presentation is to create an outline of what you plan to cover. For our example we’ll start with Copilot in OneNote.

Start OneNote.

Navigate to the section where you want your presentation outline to live.

Create a new page for your presentation.

Start Copilot from the ribbon.

The Copilot pane will open on the right, waiting for your prompt. You can use natural language, and the more details you can give Copilot the better your results will be.

You could just enter:

Create an outline for a 45-minute presentation on tulips.

But you’ll get better results if you do a couple more things.

Give it context

Start by telling it what role you want Copilot to play in creating this content.

Act as a professional landscaper. Create an outline for a 45-minute presentation on tulips.

By setting that context first, you let the AI know how you want the content framed.

Give it more details

Try adding to your prompt details about what you want it to cover, and who the audience is.

Act as a professional landscaper speaking to a group of interested community members. Create an outline for a 45-minute presentation on tulips. Include sections on the history of the flower, different types, best time to plant, care and feeding.

Now when you run the prompt, you’ll get a more detailed response.

Tip:  Don’t be afraid to play around with the specifics – add or remove details, change the order, try different contexts.

If you’re happy (or mostly happy) with the draft outline Copilot has created, select the copy button in the Copilot pane and paste the outline onto your OneNote page.

Review and edit

Now you’ll want to add your own touches. Go through the outline and add or remove things as you see fit.

Tip:  OneNote excels as a research tool. Don’t be afraid to add your own notes, copy in content from websites, or add other supporting materials to the page that will be helpful as you prepare your presentation.

Create your handout

When you’re happy with your outline it’s time to create some handouts for the audience. Select your outline in OneNote and copy it to the clipboard. Then open Microsoft Word to a new, blank, document.

Screenshot shows Draft with Copilot in Word.

When Word opens the Copilot dialog should appear. Let’s give it a prompt:

Act as a professional landscaper creating an article for an audience of interested community members. Make it clear, simple, and engaging. Base it off this outline: <paste outline from OneNote>.

Copilot will draft an article for you based on your presentation outline.

Save to OneDrive

Before you spend much time editing your handout, save it to OneDrive. This will make sure your work is saved as you go and it’s key to our final step in preparing the presentation.

Go through the article and make sure that what Copilot added is what you wanted. Edit for voice and tone and make sure any facts it’s added are accurate. Remove anything you don’t want and add anything it missed.

Tip:  You can ask Copilot to add more content if you like. Place the cursor where you want that content to be, then click the Copilot button on the ribbon. Tell it what you want. Add two paragraphs about other plants that look good with tulips.

Go to the Insert tab, select Pictures , and then Online Pictures . Search for “Tulips” and select one or more nice images to make your article more appealing.

Create the slide deck

Now it’s time to let Copilot in PowerPoint get to work.

Open PowerPoint to a new blank deck.

Select Copilot from the ribbon.

In the prompt box type Create presentation from  file.

Copy Link button in Word share tray

Copilot in PowerPoint will build a draft presentation based on your Word document, complete with images and speaker notes.

As always, it’s important that you review the draft Copilot has created. Add any additional slides or information you want, remove any that you don’t.  Add your own expertise where appropriate.

If you want to change any of the images Copilot has added just right-click the image and select Change picture .

Tip:  Practice with Speaker Coach When you’re happy with the presentation you might want to practice it once or twice with Speaker Coach before the big day. For more information see  Rehearse your slide show with Speaker Coach.

Give it a try!

Next time you have a presentation to create let Copilot for Microsoft 365 help you at each step of the way.

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Quarterly Business Review Meeting

Quarterly business review meeting presentation, free google slides theme and powerpoint template.

Keeping track of what is going on in a company is essential to be able to detect potential problems and opportunities in time. To do this, what better than to organize a quarterly meeting in which you can evaluate the financial health of your business. To help you with this task we have created this template, which has a professional, geometric style and cream-colored background. In the titles we have added a touch of color, combining brown and red. We have included phase calendar, charts, timelines, status report, checklist and map.

Features of this template

  • 100% editable and easy to modify
  • 23 different slides to impress your audience
  • Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
  • Includes 500+ icons and Flaticon’s extension for customizing your slides
  • Designed to be used in Google Slides and Microsoft PowerPoint
  • 16:9 widescreen format suitable for all types of screens
  • Includes information about fonts, colors, and credits of the free resources used

How can I use the template?

Am I free to use the templates?

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  22. Prepare your presentation with Copilot for Microsoft 365

    Open PowerPoint to a new blank deck. Select Copilot from the ribbon. In the prompt box type Create presentation from file. Copy the URL of the document you'd like to use by opening the share tray in Word and clicking Copy Link. Paste the URL to your Word document into Copilot in PowerPoint.

  23. Monthly Meeting Google Slides Theme and PowerPoint Template

    Free Google Slides theme and PowerPoint template. It's the time of the month again where you're due to provide a report or update at your company meeting. Slidesgo's latest business presentation is guaranteed to help calm your nerves and set your audience in a lighter mood. Check it out now!

  24. Quarterly Business Review Meeting

    Free Google Slides theme and PowerPoint template. Keeping track of what is going on in a company is essential to be able to detect potential problems and opportunities in time. To do this, what better than to organize a quarterly meeting in which you can evaluate the financial health of your business. To help you with this task we have created ...