Quarterly Business Review Templates for Professionals

What makes Storydoc better than PowerPoint or PDF?

With your same-old PowerPoint business review presentation design, you’ll never stand out, let alone engage.

Decision-makers and investors have seen beautiful quarterly business review PPTs and PDFs a thousand times before. Though pretty, they’re still static, dull, and hard to understand.

Storydoc’s interactive QBR design brings your content to life with animation, annotation, and narration that tell a story, not just present information.

What is the goal of a quarterly business review template?

A Quarterly Business Review (QBR) template aims to facilitate regular meetings with customers, typically every 3-4 months, to review the impact of a product or service on their business.

The primary objectives are to strengthen partnerships, highlight ROI, reinforce value, discuss challenges, and plan for future collaboration.

It's an opportunity to ensure customers' needs are met and they're achieving their goals with the product or service.

What makes a good QBR design?

1. Interactivity: A good QBR design should be interactive, engaging customers in discussions about their experiences, feedback, and future plans.
2. Storytelling: Incorporate a narrative that showcases the journey, from past achievements to future goals, making the review more relatable and memorable.
3. Clear metrics: Highlight key metrics and case studies to demonstrate the product's impact on the customer's business.
4. Future planning: Discuss updates to the product roadmap and how they might affect the customer's business.
5. Actionable insights: Conclude with clear action items to ensure everyone is aligned on the next steps.
6. Visual appeal: Use visually appealing graphics, charts, and layouts to make the review more engaging and easy to understand.

Why use a Storydoc template instead of paying a design agency?

1. Stroydocs are 2x more engaging than a typical agency-made business review presentation
2. Our templates cost a fraction of the price you pay an agency.
3. With Storydoc you can produce content about 5x faster than using the legacy design approach.

What should a quarterly business review template include?

1. Product usage review: Analyze how customers use the product, including usage metrics, feedback, and challenges faced.
2. ROI & benchmarking presentation: Quantify the product's value to the customer, showcase success stories, and compare customer data to industry benchmarks.
3. Renewals and upsells discussion: Discuss potential contract renewals, upsells, and strategies to strengthen the business relationship.
4. Upcoming product roadmap preview: Share planned product updates to keep customers informed about future enhancements.
5. Action items: Outline tasks and steps to be taken post-QBR to achieve shared goals.

What are the main types of business review templates?

• Standard QBR template: Covers basic elements like product usage, ROI presentation, and future planning.
• Detailed QBR template: Incorporates in-depth analyses, including benchmark comparisons and detailed action plans.
• Customized QBR template: Tailored to specific industries or customer needs, focusing on unique metrics and goals.
• Annual business review template: A yearly deep dive into company performance.
• Monthly business review template: Provides a detailed look into monthly achievements and challenges.
• Product review template: Analyzes a specific product's performance.
• Sales performance template: Highlights sales metrics and achievements.