Quarterly business review (QBR) examples

9-slide quarterly business review (QBR) for a customer. Vendor: Molarbook, invented scheduling software for dental clinics. Customer: Dentavale, an invented group of 22 dental clinics. Quarter: Q3.

Slide order: 1 cover, 2 executive summary, 3 the goals we agreed for Q3, 4 results against each goal, 5 adoption by clinic, 6 support and service, 7 what did not go well, 8 plan for Q4, 9 decisions and next steps.

Facts to use (all invented): Goal 1: cut no-shows from 11% to 8%. Result: 7.4%. Goal 2: online booking at 40% of appointments. Result: 36%. Goal 3: all 22 clinics live. Result: 20 live. Front-desk phone time is down 31%. 18 support tickets, median first reply 42 minutes. Problem: two clinics are late because the data export from the old system was slow. Q4 plan: finish the last 2 clinics, launch SMS reminders, train 14 new front-desk staff. Decision needed: approve the recall campaign add-on.

Rules: lead with results. Be honest about the miss. One idea per slide. Each headline states the conclusion. Style: calm and professional, white with teal and soft grey, simple charts. No real company names, no real people, no logos.

9-slide internal quarterly business review for the leadership team. Team: the EMEA sales region of Shipquill, an invented shipping software company. Quarter: Q3.

Slide order: 1 cover, 2 the quarter on one slide, 3 revenue against target, 4 pipeline for Q4, 5 three wins and why we won, 6 three losses and why we lost, 7 what we change in Q4, 8 forecast and risks, 9 asks.

Facts to use (all invented): new revenue $2.84M against a $3.1M target (92%). Win rate 27%, up from 22%. Average sales cycle 74 days. Q4 pipeline $9.6M, which is 3.1 times the target. Wins came from the returns feature and a faster trial. Losses: two on price to a cheaper rival, one on a missing customs feature. Changes: a mid-market price tier and a shorter security review. Q4 forecast $3.3M. Main risk: two large deals need legal approval. Asks: one solutions engineer and a decision on the price tier.

Rules: numbers first, reasons second. One idea per slide. Each headline states the conclusion of its slide. Do not use the deck title as a slide headline. Show each chart on one slide only. Style: confident and minimal, off-white with deep purple and one bright accent. No real company names, no real people, no logos.

8-slide quarterly business review from a marketing agency to its client. Agency: Brindlecroft, an invented SEO and content agency. Client: Kettlewick, an invented online tea shop. Quarter: Q3.

Slide order: 1 cover, 2 summary, 3 results against targets, 4 what we shipped, 5 what worked and what did not, 6 what we learned about the customers, 7 plan and targets for Q4, 8 budget and decisions.

Facts to use (all invented): organic visits 86,000 against a target of 80,000. Organic revenue $212,000, up 24% on Q2. Email list 18,400 against a target of 20,000. Shipped: 14 guides, 6 product page rewrites, and a site speed fix. Worked: brewing guides, 41% of new organic revenue. Did not work: gift pages, flat. Learning: buyers search by taste, not by tea type. Q4 targets: 100,000 visits and $260,000 revenue. Budget stays at $9,500 a month. Decision: move $1,500 a month from gift pages to video.

Rules: show the target next to the result for each number. One idea per slide. Style: light and fresh, soft green and warm white, clean line charts, tea leaf details. No real company names, no real people, no logos.