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Whether you’re reviewing your work or someone else’s, or managing customer success, quarterly business review templates (QBRs) keep everyone aligned, accountable, and on track.
Be a pupil of the past: Analyze the last three months to see where you made an impact—and where you can do even better next time.
Strengthen relationships: Connect regularly with customers, partners, employees, and other stakeholders to stay ahead of the curve.
Keep a record: Continue with quarterly business reviews and create a timeline of success.
With a free quarterly business review template from FigJam, you can collaborate with your colleagues and customers when, where, and how you want to. Brainstorm in an ever-expanding space to create a feasible quarterly business review agenda using shapes and connectors, chat it out via Lil Notes, and make your QBR presentation-ready with branded content.
See how well you hit your past goals with a QBR template. Set new goals—and exceed them—with heaps of helpful tools from the FigJam community.
The purpose of a quarterly business review (or QBR for short) is to regularly touch base with your customers or a board of directors or investors. If you follow a QBR framework, you’ll meet on a quarterly basis to discuss progress thus far and determine any next steps for the upcoming three months.
Why the three-month timeline? These intervals give enough time for changes and metrics to take effect while ensuring that neither party goes too long without checking in.
While your perfect QBR will depend on your industry, most quarterly business review examples include the same general information.
So, what should be in an internal quarterly business review? To start, you should include relevant quarterly business review questions, such as:
- What went well in the last 90 days?
- What has ROI been like?
- How can we continue to succeed?
- What is holding us back?
- What are our goals for next quarter?
You’ll also want to include any concrete facts and statistics you have. In fact, asking how to write a QBR may not be the best question—the less text you include (and, therefore, the more graphics you fold in), the easier it will be to understand your review at a glance.
Remember that most QBRs happen between you and a customer. As such, the most important part of running the meeting is putting your customer’s needs first to gather the most crucial key performance indicators. Give them space to share and ensure there’s plenty of time for questions.
One of the best ways to run a successful QBR is to start with a template from FigJam. When you begin with one of our QBR examples, you strike a professional note from the get-go with branded content and high-def visuals. And, with our emphasis on remote collaboration, you can invite your client into the fold from anywhere on Earth.
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