Quarterly Business Review Template

Free space template

Use this template to organize everything you need for a QBR meeting:

QBR meeting prep

Preparation is vital to a quarterly business review with your customers. Prepare for your meeting by putting all the relevant resources in a space, including the agenda, presentation, and customer analytics data.

Key metrics

Your QBR will go more smoothly if you're armed with data. In this space, add dashboards and analytics reports that speak to the success of your client. Now they're easy to reference during your meeting.

Account updates

If you plan to discuss account changes, such as renewals, add all the details to the space. That might include the new contract, usage numbers, and a reminder to get updated payment information.

With this QBR template, you get:

  • A reference you can follow if you're new to QBRs.
  • A dedicated space to organize and prep for each QBR.
  • The option to share with team members or your customer.

Use with your favorite cloud apps:

Quarterly Business Review
QBR Meeting Prep
QBR Agenda
Google Doc
QBR Presentation
Google Slides
Quarterly Review Meeting
Zoom Meeting
Customer Account | Ying Liu
Salesforce Account
Key Metrics
NPS Survey Results - Q4
Customer Vitals
Amplitude Dashboard
Retention Report
Mixpanel Insights Report
Renewal Details
Renewal Agreement (Draft)
Contract Renewal Rates
Notion Page
Product Roadmap Highlights
Coda Doc
Customer Feature Requests
Google Doc