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
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