Quarterly Business Review Template
A free quarterly review template that fills itself in from a Google Sheet. Progress, highlights, problems and the plan for next term, in one deck.
Free to use.
What this report looks like
A quarterly review looks back over three months and forward to the next three: where things stand, what changed, what went wrong and what comes next. The same structure works for a school term, a research project or a club season.
SlideMaker turns this into a template that reads your progress sheet and builds the review deck for you. Set it to run monthly, and use the run at the end of each quarter or term.
Three ways this gets used
Examples from classes, research groups, clubs and personal projects.
School club season review
At the end of each term the club lead rebuilds the same review slides from scratch for the members meeting.
The club tracks members, sessions and projects in one sheet. The review deck builds itself and the lead just presents it.
Research group update
A lab member spends an afternoon each quarter turning the progress sheet into slides for the group meeting.
A review deck reads the progress sheet on schedule. Time goes into the discussion instead of the formatting.
Personal goals review
You set goals each quarter in a spreadsheet but rarely review them properly.
A quarterly review deck shows what you finished, what slipped and what to focus on next.
Set this up in three steps
Two minutes the first time. Zero minutes every time after.
Connect a data source
Point to a Google Sheet tab, upload a CSV, or paste a public web page URL.
Choose a cadence
Daily, weekly, or monthly. Set the time and timezone.
Pick a theme + go
The report rebuilds itself on every run with the latest data. Pause or edit any time.
Common questions
What goes into a quarterly review template?
Usually an overview, key numbers for the period, highlights, problems or risks, and the plan for the next period. The prompt you write when setting up the schedule decides the exact slides.
Can it run every quarter?
Schedules run daily, weekly or monthly. For a quarterly review, run it monthly and use the deck from the last month of the quarter.
How do I share the review?
Each generated deck has its own link, and it can be downloaded as PowerPoint or PDF.
How much does it cost?
Free to use.
Other automated report templates
Same feature, different reports.
Set up your quarterly business review in two minutes
Free to use.
Try it