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


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:

Billing frequency

Basic

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

Standard

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

Premium

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

Done for you services

Subtotal
$750.00
Subtotal
$750.00
Description
Item
Quantity
Price

Onboarding

$500.00
$500.00

Setup fee

$250.00
$250.00
Total$750.00

Next steps

COLLATE NEXT STEPS BELOW e.g.

  • Schedule Training: Coordinate with SalesSpot's customer success team to schedule in-depth training sessions for your sales team over the next month.
  • Integration Review: Conduct a comprehensive review of your current system integrations with SalesSpot in the next two weeks to identify areas for improvement.
  • Analytics Report: Assign a dedicated team member to generate weekly analytics reports using SalesSpot's data tools to monitor sales trends and customer behavior.



About (COMPANY)

ADD COMPANY SUMMARY e.g.

SalesSpot 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 SalesSpot, we're committed to helping our clients achieve their sales goals through cutting-edge technology and unparalleled customer support.


Phone | Email | Website