Quarterly Business Review Templates

A quarterly business review is an essential document or meeting that takes place with your clients quarterly. The sole aim of a Quarterly business review is to understand the business’s potential and the long-term goals that can be achieved. QBR helps you keep track of whether you have met your goals in the previous quarter and what improvements are needed in the future. With our quarterly business review templates help, you can check on your project’s or clients’ business and decide what can be done to escalate the growth.  This QBR template also gives you knowledge about the client’s long-term plans, how they see their business going for better and for worse, and allowing you to help them plan for that. Our collection of pre-designed quarterly business review templates highlights financial summary, key developments, balance sheet, cash flow statement, key financial ratios, funding updates, top customers & vendors, top debtors & creditors, project updates, competitor analysis, etc.

Check out our Business Review presentation to help you showcase a detailed business review.

Why are quarterly reviews important?

A Quarterly business review’s sole aim is to understand the snapshot of business performance at that point in time. The review showcases the business's potential, the opportunities available in the market, quick wins and losses, etc. QBR helps you keep track of whether you have met your goals in the previous quarter and what improvements are needed in the future. These reviews happen every quarter of the year to make future adjustments.

What does a quarterly report look like?

A quarterly report for a company typically includes a financial summary, key developments, balance sheet, cash flow statement, key financial ratios, funding updates, top customers & vendors, top debtors & creditors, project updates, competitor analysis, etc.

How do I write a quarterly business review?

  • Create an appealing story to attract your audience. Make it as interactive as possible. Present a problem that has a solution to it in the end.
  • Start your client strategy meetings and review reports with KPI’s.
  • Always include a summary at the start of your presentation, which should not be more than 10 minutes. Make sure the summary covers all the essential details.
  • Make use of stats and facts to showcase the results achieved by you. It turns the presentation visually appealing and less tedious.
  • Lastly, make it crisp and to the point.