This QBR template gives you a ready-to-use deck for your next Quarterly Business Review. The template follows the standard QBR structure used by high-performing sales and account management teams: last quarter performance vs. target, key wins and misses, customer insights, next quarter priorities, resource requests, and a clear set of asks for leadership. All slides include guidance notes with prompts to fill in the right data.
What's Included
Executive Summary
One-slide overview of quarter performance with RAG status
Last Quarter Performance
KPIs vs. targets with variance analysis and trend charts
Key Wins
Top 3–5 successes with customer or business impact
Key Misses and Learnings
Honest assessment of what fell short and lessons learned
Market and Customer Insights
Competitive intel and voice of customer highlights
Next Quarter Priorities
Top 3–5 priorities with owners, measures, and timelines
Resource and Budget Requests
Headcount, tools, or budget asks with business justification
Risks and Dependencies
Known risks for next quarter with mitigation plans
Asks and Next Steps
Specific decisions or support needed from leadership
When to Use This Template
- Sales team QBRs presenting quarterly results to leadership
- Account management reviews with key enterprise clients
- Executive business reviews across company departments
- Investor quarterly update presentations
- Operations and supply chain quarterly performance reviews
Ready to get started? Download the free Quarterly Business Review (QBR) Template from Microsoft.
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