Quarterly Business Review Template
A quarterly business review template built around the read account and ops teams need: a one-line status, the KPIs, a trend chart, a traffic-light read on every workstream, the roadmap, and a list of action items with owners and due dates. It ends the meeting with decisions, not a recap.
- Use case
- QBR
- Slides
- 8
- Format
- Web link, PDF, PPTX
- Cost
- Free to start
Click through all 8 slides. Every one is editable after you fork it.
Most QBRs end where they should begin. The hour goes to a wall of metrics, the workstream status is fuzzy, and the action items get scribbled in the last five minutes and never followed. This template flips that. It opens on a one-line status and a health metric, shows the KPIs and the trend that explains them, then reads every workstream as green, amber, or red with an owner.
The back half is built for follow-through. The roadmap ties each move to a measurable outcome, and the action-items slide is a real list: action, owner, due date, status. Swap in your account and the structure carries the meeting, so the read is honest, the blockers are named, and everyone leaves knowing who owes what by when.
What is inside
- 01Title
A cover that names the account and the quarter, framing the review as a plan.
- 02Status header
A one-line summary, a health metric, and what is done, doing, and blocked.
- 03KPIs
The four metrics that define account health, with deltas and trend.
- 04Trend chart
The adoption curve that explains the headline number in three seconds.
- 05Workstream traffic lights
Every workstream as green, amber, or red, each with a note and an owner.
- 06Roadmap
Two or three moves, each tied to a measurable outcome.
- 07Action items
A real list: action, owner, due date, and status. The slide that drives follow-through.
- 08Close
The next step and the next QBR date, so momentum carries past the call.
Who it is for
- Customer success and account teams running a customer QBR
- Ops and program leads running an internal quarterly review
- Anyone who has to turn a quarter of usage data into a plan with owners
How to make one
- 1
Start from the template
Open this template in heydecks. It forks into your workspace as an editable deck with its own theme.
- 2
Drop in your numbers
Replace the status, KPIs, trend chart, and traffic lights with your real account data. Each slide is typed, so formatting stays clean.
- 3
Apply your brand
Point heydecks at your site once and the Brand Kernel locks your colors, type, and logo onto every slide.
- 4
Share and export
Publish a live link for the customer, then export the same deck to pixel-perfect PDF and native PPTX for the record.