QBR Template — Quarterly Business Review Agenda(Free Download)
A quarterly business review template: eight agenda sections in slide order, the metrics each one shows, who presents, timings, and a follow-up checklist.
Template preview
QBR deck
What's included
10-slide narrative order, 8 working sections with include lists and field hints, a suggested minute split per section, owner roles, status and priority enums, a demo metrics grid, risk factor model, expansion signals, tier pickers, a post-meeting follow-up routine, and an automation checklist.
Automation rules
- Quarter-end prep reminders
- Scheduled QBR record creation per account tier
- Incomplete-section alerts to CSM
- Tasks when status → Presented
- Overdue action-item notifications
Custom fields
Dashboards & views
- QBR completion rate
- Risk vs expansion matrix
- MAP follow-through
- Suggested minute split per section
- Health view: Healthy / Watchlist / At Risk / Critical
Template specs
Updated 2026-10-15
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A quarterly business review is the meeting — usually every three months — where an account team and its customer look back at the last 90 days and agree what happens in the next quarter. This template turns that meeting into a structure you can fill in: ten slides in presentation order and eight working sections — Executive Summary; Usage Metrics Dashboard; ROI / Value Realization; Support & Service Trends; Feature Adoption; Competitive Risk Indicators; Expansion Assessment; and Next-Quarter Goals & Action Items. Every section carries an owner role, a status and priority enum, suggested CRM fields, a notes box for draft talking points, and a suggested minute split that keeps the content portion near 30 minutes of a 45–60 minute slot, so questions and mutual action planning still fit. Configurable risk pressure and expansion signal views classify the account as Healthy, Watchlist, At Risk or Critical with editable factor weights, and the next-quarter section doubles as a mutual action plan with owners and due dates. Optional automation covers quarter-end prep reminders, recurring QBR records per account tier, incomplete-section alerts, tasks when a review is marked Presented, and overdue action-item nudges. Use it as the internal prep document, as the customer-facing deck, or as both.
The Problem This Solves
Without a standard structure, a QBR drifts into a status call: the deck replays your own activity, ROI is asserted instead of shown, renewal risk goes unspoken, and both sides leave with no owned actions — so next quarter opens with the same agenda.
Who It's For
Prepared by CSMs, AMs, CS Ops, support leads, product specialists and AEs. In the room: the customer's day-to-day owner, their executive sponsor or budget holder, and your account lead — small enough that everyone present actually speaks.
Use Cases
- Run a customer QBR on one storyline: usage → value → service → adoption → risk → expansion → next quarter
- Run the internal review of the same account against the same eight sections before the customer sees anything
- Brief an executive sponsor from the summary slide instead of rebuilding a separate deck
- Show ROI against the success criteria the customer agreed to at the start
- Surface renewal risk and expansion readiness before the renewal conversation opens
- Close the loop with a mutual action plan: owners, due dates, and status on every item
How to Use This Template
- 1
Two weeks out, pull the numbers: product usage, support history, feature adoption, and results against the customer's stated success criteria
- 2
Open “Use This Template” to walk the slide order, assign section owners and statuses, and paste draft talking points
- 3
Replace the demo metric tiles with your own figures, then set the health classification and tune the risk factor weights after deploy
- 4
Score expansion readiness from the signal list and agree the commercial next step internally first
- 5
Timebox the agenda — roughly 30 minutes of content inside a 45–60 minute slot — and send the deck as a pre-read a few days ahead
- 6
Present, then fill the Next-Quarter section live so owners and due dates are agreed while everyone is still on the call
- 7
Send the recap within 48 hours, export CSV/PDF for stakeholders, and deploy to CRM for recurring QBR records and overdue-action alerts
Inside the template: sample data
The exact rows that ship with the QBR Template — Quarterly Business Review Agenda download — replace them with your own records after import.
| Section (slide order) | Include (example) | Owner | Minutes |
|---|---|---|---|
| 1 — Executive Summary | Strategic summary, achievements, risks, health, takeaway | CSM | 4 |
| 2 — Usage Metrics | Active users, license utilization, login frequency, QoQ change | CS Ops | 3 |
| 3 — ROI / Value | Outcomes, time saved, revenue impact, KPI vs success criteria | CSM | 5 |
| 4 — Support Trends | Volume, resolution time, severity, sentiment | Support Lead | 3 |
| 5 — Feature Adoption | Core vs underused features, training gaps | Product Specialist | 3 |
| 6 — Risk Indicators | Competitors, renewal hesitation, champion engagement | CSM | 3 |
| 7 — Expansion | Upsell/cross-sell, seats, readiness score, blockers | AM / AE | 4 |
| 8 — Next Quarter | Goals, MAP, owners, due dates | CSM | 5 |
Customization guide
Changelog
Frequently Asked Questions
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