Quarterly Business Review (QBR) Meeting
Client / Team Name:Presenter(s):Date:Review Period: Q[1/2/3/4] [Year]
1. 🎯 Executive Summary
High-level recap of the past quarter and key outcomes.
Summary of progress
Key highlights
Strategic impact
2. 🧩 Objectives & KPIs
3. ✅ Key Achievements
Highlight wins, delivered value, or significant milestones.
🎉 Launched [feature/project] ahead of schedule
🚀 Reduced churn by X% through [initiative]
🤝 Expanded usage to [new teams/markets]
4. 🚧 Challenges and Risks
What didn't go as planned, and why?
⚠️ [Issue #1] — root cause & mitigation
🛠 [Issue #2] — status and plan moving forward
5. 📈 Usage & Engagement Trends (if applicable)
Metric
Q1
Q2
% Change
Active Users
2,100
2,480
+18%
Avg. Session Duration
4m 20s
3m 55s
-10%
Support Tickets Resolved
130
160
+23%
(Include visuals or graphs if you're presenting this live.)
6. 🗓 Roadmap Preview
Key plans and initiatives for the next quarter.
7. 💡 Strategic Recommendations
Optional section with forward-looking advice or new opportunities.
Consider [new feature/integration/expansion area]
Align roadmap with [customer goal/industry trend]
Revisit pricing/tiering to reflect value usage
8. 📋 Action Items
Table
Objective
Target
Result This Quarter
Status
Increase monthly active users +20% QoQ +18% 🔶 Partial
Improve onboarding conversion >45% 52% ✅ Met
Launch new reporting dashboard Q2 release Released on April 18 ✅ Met
Table
Initiative
Owner
Target Delivery
Revamp mobile experience Product Team 1752883200000
Launch analytics dashboard BI Team 1755734400000
Workflow automation feature Eng 1755648000000
Table
Action Item
Owner
Due Date
Schedule roadmap alignment workshop CSM / Product 1759881600000
Share feature request feedback AM 1755043200000
Provide adoption training materials Support 1755820800000
