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Quarterly Business Review Template

Quarterly Business Review


Presentation Components
Two-slide summary for time-constrained
presentations (optional)
Current situation:
– Strategy, Objectives, Resources
– Competitive overview; product positioning
What’s coming (Roadmap):
– Current and upcoming customer problems
being solved
– Highlight any proposed or actual changes
Ask for the support you need See the NOTES view in
– Decisions, approvals, resources PPT for additional
information
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Summary Slide 1: Dashboard

Revenue Market Awareness


$5,999,000 3 pub articles
+ 10% Goal 2 positive mentions
Bookings Support Calls
500 new customers 350 per day
+ 13% Goal + 23% Goal
Leads Ops Status
1,400 leads 99.3% uptime
- 15% Goal - .5% Goal

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Summary Slide 2: Product Plan
Update
Market or internal changes Resource requests
What external changes What additional
have occurred and what resources are needed to
do they mean for the support the product
product
What internal changes
have occurred and what
do they mean for the
product

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Product X Strategy, Objectives,
and Resource Allocations
1-sentence strategy summary
Top objectives (no more than 3)
Resource allocations (optional)

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Dashboard

Revenue Market Awareness


$5,999,000 3 pub articles
+ 10% Goal 2 positive mentions
Bookings Support Calls
500 new customers 350 per day
+ 13% Goal + 23% Goal
Leads Ops Status
1,400 leads 99.3% uptime
- 15% Goal - .5% Goal

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Competitive Update
Positioning statement (summarized)
Key wins
Current threats and responses

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Roadmap
Features…

Q3

Q4
Q1

Q2
Features Features Features

Highlights of Roadmap Changes or Proposed Changes


•…
•…
•…
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Ask
What you need to implement next
steps

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For More Help
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templates.

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