Quarterly Business Review Template
A free QBR template that fills itself in from your Google Sheet. Customer health, account growth, KPI progress, next-quarter plan — one branded deck per account, auto-rebuilt at quarter-end.
Free. No credit card. No trial.
What this report looks like
A quarterly business review (QBR) deck covers four things: where the account stands today (health, usage, sentiment), what changed this quarter (growth or churn signals, milestones), what's coming next quarter (roadmap, success plan), and the asks (renewal, expansion, gaps to close).
SlideMaker turns this into a template that fills itself in from the customer success data sheet (one row per customer per quarter), and rebuilds one QBR deck per account at quarter-end. The CS lead reviews and presents, instead of building.
Three ways this gets used
Concrete examples to picture before signing up.
Customer success team
CS lead rebuilds 12 customer QBRs every quarter, same template, different numbers, copy-paste from Salesforce + product analytics. Half-day per quarter per customer.
One QBR template per customer, each connected to that customer's row in the Salesforce export sheet. Decks rebuild at quarter-end. CS lead reviews and presents.
Internal strategic QBR
Leadership team builds the internal QBR slides by hand every quarter — sales, marketing, product, success metrics. Each function owner submits their slides separately.
A single internal QBR deck pulls from one master sheet with all function KPIs. Auto-rebuilds at quarter-end. Each function owner edits their row, not their slide.
Customer-facing renewal QBR
Account exec slacks the CS lead 2 days before the renewal QBR asking for the deck. CS lead drops everything to rebuild it.
Every customer has a scheduled QBR template that auto-rebuilds 7 days before each renewal date. Account exec opens the link, no panic.
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 or paste any public URL.
Choose a cadence
Daily, weekly, monthly, or quarterly. 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 data goes into a quarterly business review template?
The standard QBR template covers: account overview, health metrics (NPS, CSAT, support tickets), usage metrics (active users, feature adoption, sessions), commercial metrics (ARR, expansion, renewal date), wins/issues this quarter, and roadmap for next quarter.
Can I run a QBR for each customer separately?
Yes. Set up one QBR template per customer, each pointing at that customer's row in the master sheet (or that customer's individual sheet). All run at quarter-end. The decks are private by default.
How do I share the QBR with the customer?
Each generated QBR has a public share URL you can send. The customer opens it in a browser, no login required. They always see the latest version even if you regenerate the deck.
Can the QBR be customized per industry or product line?
Yes. Build a separate template for each segment (Enterprise, Mid-market, SMB; or per product line) with different slides. Each customer's schedule points at the relevant template.
How much does it cost?
Free. Even unlimited QBRs across unlimited customers — no per-customer pricing.
Other automated report templates
Same engine. Different reports. All free.
Set up your quarterly business review in two minutes
Free. No credit card. No trial.
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