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Quarterly Business Review Template


This report was prepared by:

​[Sender.FirstName]


Executive Summary

Here's where you'll give an overall summary on what you worked on and how things are going.

What's going well

  • Summary point
  • Summary point
  • Summary point
  • Summary point

Areas for improvement

  • Summary point
  • Summary point
  • Summary point
  • Summary point


Recommendations

Here's where you'll provide delieverables for the review. Typically, a slide deck, but share whatever you currently use for business reviews.

Previous QBRs

  • [Add Links Here]
  • [Add Links Here]
  • [Add Links Here]
  • [Add Links Here]



Looker Dashboard

Here's where you will embed or share a live report. This could be from Looker, Tableau, or Google Data Studio like what you see below...


Quotation

Sample


Packages

Basic

$6.00 / month
Users
  • Basic support
  • Up to 5GB per month

Premium

$12.00 / month
Users
  • Priority 24h support
  • Unlimited storage
  • AI security monitoring

Add-ons

Subtotal
$750.00
Subtotal
$750.00
Description
Item
Quantity
Price

Onboarding

$500.00
$500.00

Setup fee

$250.00
$250.00
Total$750.00

ROI Calculator

$52,800
How much you're currently spending per year


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