Customer Success Quarterly Business Review
10 slides, Educator Modern theme
Prompt: Quarterly business review for a customer success team at a software company: Q3 results against goals, product usage, support trends, wins, risks and the Q4 plan
Quarterly business review presentation maker
SlideMaker.app is a free personal learning and research project by Gourav Singla.
Describe the business or the account and the quarter. SlideMaker drafts a quarterly business review (QBR) deck: results against goals, what went well, what did not, risks, and the plan for next quarter. It also makes monthly business review decks in the same shape.
Sample business review decks made with SlideMaker
These are real decks, generated from the prompt shown under each one and not edited afterwards. Open a sample to see every slide.
View sample deck
Monthly Business Review Coffee Chain
10 slides, Educator Modern theme
Prompt: Monthly business review for a coffee shop chain with four stores: sales by store, costs, customer feedback, what worked, and actions for next month
What the QBR deck covers
Results against goals
The targets set last quarter next to what happened, with the numbers that matter shown as charts and key figures.
Wins and lessons
What went well and why, what did not, and what the team will do differently.
Risks and open issues
The risks for the next quarter, each with an owner and an action.
Next quarter's plan
Goals, priorities and the decisions or support needed from the people in the review.
How it works
- Describe the business or account, the quarter and the main results, or paste the figures.
- SlideMaker drafts the QBR deck, usually about 10 slides. With a free account you can upload an Excel or CSV file so the charts use your numbers.
- Edit the slides, then present them in the review or download them as PowerPoint or PDF.
To choose the right chart for each metric, see Microsoft's guide to charts and graphs in a presentation.
Questions
What is a quarterly business review presentation?
A QBR is a meeting every three months to look at results against goals, what went well, what did not, and the plan for the next quarter. The deck walks the room through those points in order.
What slides should a QBR deck have?
Usually an agenda, a summary, results against goals, key metrics, wins, issues and lessons, risks, next quarter's goals and the decisions needed. SlideMaker drafts each of these.
Can it make a monthly business review instead?
Yes. Ask for a monthly business review and name the month. The deck follows the same structure for a shorter period.
Can I use my own numbers?
Yes. Type or paste the figures into the box, or sign in for free and upload an Excel or CSV file so the charts use your data.
Is it free?
Yes. SlideMaker is free to use. You can try it before signing in; uploading a file to build from needs a free account.
Who makes SlideMaker?
SlideMaker.app is a free personal learning and research project by Gourav Singla.