Layer 1


Quarterly Business
​Review Template

This report was prepared by:
​(ACCOUNT_OWNER), (COMPANY_NAME)

Executive Summary

Here's where you'll give an overall summary on what you worked on and how things are going.

What's going well

ADD POINTS BELOW e.g.

  • Strong user engagement
  • Effective CRM use
  • Positive customer feedback

Areas for improvement

ADD POINTS BELOW e.g.

  • Sales data analysis
  • Team training needs
  • Integration optimization

Goals Summary

Reviewing progress against your quarterly objectives.

This table captures how we’ve performed against the goals agreed upon at the start of the quarter, with a focus on measurable outcomes and strategic alignment.

GOAL

TARGET

PROGRESS

STATUS

Increase qualified leads

+25% vs. Q2 baseline

+21% (189 vs. 156)

⚠️ Slightly behind

Improve engagement rate on social

≥ 4.5% average

5.2%

✅ Ahead of target

Launch paid LinkedIn campaign

Go live by March 15

Live on March 12

✅ Completed

Decrease cost per conversion

≤ R250

R263

⚠️ Needs further optimization

Implement GA4 tracking

Full setup & event tagging

90% complete

⏳ In progress

Legend: ✅ On Track | ⚠️ Slightly Behind | ❌ Off Track | ⏳ In Progress

Recommendations

Specify your key recommendations below based on learnings and insights:

Previous QBRs


→ Add links to previous QBRs here

→ Add links to previous QBRs here

→ Add links to previous QBRs here

→ Add links to previous QBRs here


Client Dashboard

Here's where you can embed or share a live report. This could be from Looker, Tableau, or Google Data Studio like what you see below...

Add-on services

Package options:

Basic

$6,000.00 / month
1
Users
  • Basic support
  • Up to 5GB per month
Recommended

Standard

$8,000.00 / month
1
Users
  • 24h support
  • Up to 10GB per month

Premium

$12,000.00 / month
1
Users
  • Priority 24h support
  • Unlimited storage
  • AI security monitoring

Done for you services

Subtotal
$250.00
Subtotal
$250.00
Description
Item
Quantity
Price

Advanced Campaign Testing

$500.00
$500.00

New Channel Activation

$250.00
$250.00

Quarterly Brand Health Audit

$250.00
$250.00
Total$250.00

ROI Calculator

84%
Savings per year

Next steps

ACTION

OWNER

DUE DATE

Approve Q2 priorities

[Client Contact]

[Date]

Finalize budget adjustments

[You]

[Date]

Launch updated campaign creative

[Your Team]

[Date]


About Acme

Acme is a leading SaaS company that empowers businesses to streamline their sales process and drive revenue growth.

Our innovative platform combines robust CRM functionality with advanced sales automation capabilities, enabling businesses of all sizes to manage customer relationships effectively, optimize sales operations, and make data-driven decisions. At Acme, we're committed to helping our clients achieve their sales goals through cutting-edge technology and unparalleled customer support.

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