QBR Presentation Template

About the QBR Presentation Template 

Use Miro’s QBR Presentation Template to review the results from the previous quarter with your clients and make an action plan for the upcoming quarter. Take a closer look at their revenue, return on investment (ROI), and progress tracked with an OKR template to demonstrate the value you’ve added to their business.

What is a QBR presentation? 

A QBR (quarterly business review) presentation is a periodic client meeting. During the meeting, you’ll reflect on all the progress you’ve made in the past 90 days, showing customers the impact of your product or service on their business. This could be an increase in sales growth, a positive change in brand perception, or reaching a wider audience. 

You’ll review all this information with your customer and use it to identify future business goals and find areas for improvement. 

How to use the QBR Presentation Template

Miro’s digital workspace is the perfect online tool for keeping track of sales performance and sharing notes about your customer relationships. With our Quarterly Business Review Presentation Template, your sales team can pull all this key information from the last quarter. 

Follow these steps to put our template to good use. 

Step 1: Select this template. Start by selecting this QBR template. It’s free to use, and you can start using it immediately. 

Step 2: Edit the presentation template. Now, it’s time to customize the template. You’ll notice that our slides have placeholder text but don’t worry. It’s easy to customize and edit the text to suit your presentation. You can also add new slides, take slides out of the presentation, and rearrange the slide order. If you want to add your own branding and color scheme to the presentation, simply add your colors to Miro’s board and upload your company logo. 

Step 3: Add your introduction. With your presentation structure in place, it’s time to add content. Start by introducing the meeting, providing an agenda, and outlining the purpose of the meeting. 

Step 4: Outline the current position. Get everyone on the same page by outlining your current position. To do this, use competitor analysis. This will show clients how they fare in relation to their competitors and where they currently sit in the marketplace. 

Step 5: Detail the financial performance. Add all the information about your financial performance to show clients the impact your product or service has had. For example, you might want to discuss their revenue and how working with you has (hopefully) increased it. Use Miro’s charts to display this information and highlight key trends and data points. 

Step 6: Create the future roadmap. After reviewing the past three months, you must look to the future. This is where you’ll outline your plan for the next 90 days and the results you expect to see. 

Step 7: Get feedback. Before the actual QBR meeting, share your presentation with colleagues to get feedback. With the QBR template, colleagues can add notes and suggestions directly into the presentation, making it easier for you to make changes. 

Step 8: Deliver the presentation. After you’ve taken any feedback on board, you’ll be ready to deliver the final presentation. On the big day, simply select presentation mode to jump into the presentation. This will project the presentation in full-screen (and don’t worry, any notes or comments from collaborators will be hidden). 

What should be included in a quarterly business review presentation? 

Although every quarterly presentation is different, they all include the following information: 

• An overview of your product’s implementation and usage goals

• A review of business objectives and performance (including ROI, OKRs, and quantifying customer value)

• A rundown of the challenges you faced

• A preview of upcoming improvements

• A collaborative discussion with your client about your future actions

Tips for giving QBR presentations 

When presenting quarterly reviews, you can follow some best practices to ensure the meeting goes as smoothly as possible. 

• Be honest about your performance. If you didn’t perform as expected, be honest about it. Tell your client why this happened, explain what you’ve learned from the experience, and outline what you’ll do differently in the future.  

• Focus on the big picture. Your client doesn’t need to know the ins and outs of everything you’ve done over the past quarter. The meeting should be top-level, showing your client what you’ve done on a broader scale. 

• Create a professional presentation. Show your clients you’re reliable and trustworthy by delivering a professional presentation. Using a QBR presentation template, you can deliver a well-structured and visually appealing presentation.