The Perfect Quarterly Business Review Template

GET THE FACTS

Make the most of your marketing QBR

A Quarterly Business Review (QBR) is a once-per-quarter huddle with the executive team and other stakeholders to regroup and discuss strategic initiatives, macro-level trends, and return on investment (ROI) of their marketing dollars. Common discussion points include:

  1. What did we learn this quarter?
  2. What did we accomplish this quarter?
  3. What are we going to accomplish next quarter?

These quarterly meetings are crucial to success: they help foster relationships between teams, spread the word about what your marketing team is working on, and evangelize the impact digital marketing has on the business as a whole.
We’ve put together a presentation template you can use to make sure you’re making the most of your QBR. You’ll guide a meeting through:

  • Deconstructing your goals: outline your priorities and measure against metrics that tie to business objectives
  • Telling the story through data: make sure you’re highlighting the insights that count
  • Looking to the future: what you’ve learned and what you’re planning to do next

WANT MORE?

Insights

Get the scoop on the latest in digital marketing trends, research, and news.

Blog

Get up to date on industry-leading content.

Results

Check out case studies with phenomenal results.