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Quarterly Business Review Premade Template

A comprehensive quarterly business review template designed for service providers presenting performance updates to clients. Built on the Classic Client QBR framework, this presentation covers everything from metrics dashboards to strategic recommendations and action items. Ideal for consulting firms, agencies, and B2B service providers.

Quarterly Business Review Featured Image

How to Build a Quarterly Business Review Presentation

Learn how to create a compelling quarterly business review that demonstrates value and strengthens client relationships. This comprehensive guide walks you through the essential components of an effective QBR, helping you present performance metrics, address challenges, and align on key priorities for the quarter ahead.

1. Title

Title slides help you open presentations with impact. Use them to create strong first impressions with opening slides that set the tone, introduce your topic, and establish your brand. Ideal for any presentation where a polished, professional opening slide sets the stage for everything that follows.
Built using Title slides

2. Agenda

Agenda slides help you outline your presentation structure clearly. Use them to show topics, timing, and flow so your audience knows what to expect and can follow along easily. Ideal for meetings, workshops, and any presentation where setting expectations upfront helps your audience stay engaged throughout.
Built using One Pager / Snapshot slides

3. Executive Summary

Executive summary slides help you present key points concisely for busy stakeholders. Use them to distill complex information into clear highlights, recommendations, and conclusions that can be understood at a glance. Ideal for board presentations, project updates, and any situation where decision-makers need the essential takeaways fast.
Built using Executive Summary slides

4. Performance Highlights

Performance highlights slides help you showcase key accomplishments from the review period. Use them to present wins, achievements, and standout results that demonstrate progress and value delivery. Ideal for QBRs, business reviews, and client presentations where leading with successes sets a positive tone for the discussion.
Built using Process – Vertical slides

5. Key Performance Indicators

Key performance indicators slides help you define the metrics that measure success. Use them to present the KPIs that track progress toward your strategic goals, including targets, benchmarks, and measurement frequency. Ideal for strategic plans and business reviews where clear metrics ensure accountability and keep execution on track.
Built using Simple Numbers slides

6. Goals vs Actuals

Goals vs actuals slides help you compare planned targets against real performance. Use them to show where you met, exceeded, or fell short of expectations with clear visual comparisons. Ideal for QBRs, performance reviews, and business updates where accountability and transparency build trust with stakeholders.
Built using Table slides

7. Wins & Successes

Wins and successes slides help you celebrate achievements and positive outcomes. Use them to highlight accomplishments, milestones reached, and value delivered during the review period. Ideal for QBRs and client presentations where showcasing wins reinforces the partnership's value and builds momentum for future work.
Built using Simple Text (with Icons) slides

8. Challenges & Issues

Challenges and issues slides help you address problems openly and professionally. Use them to present obstacles encountered, their impact, and the mitigation strategies in place. Ideal for QBRs and project reviews where honest discussion of challenges demonstrates accountability and builds trust with stakeholders.
Built using Mindmap slides

9. Client Feedback

Client feedback slides help you present satisfaction data and stakeholder input. Use them to share survey results, NPS scores, and qualitative feedback gathered during the review period. Ideal for QBRs and account reviews where demonstrating that you listen and respond to feedback strengthens the client relationship.
Built using Executive Summary slides

10. Ongoing Initiatives

Ongoing initiatives slides help you present the status of active projects and programs. Use them to show progress, timelines, and next milestones for work currently underway. Ideal for QBRs, project reviews, and status updates where stakeholders need visibility into what's in progress and what's coming next.
Built using Table slides

11. Roadmap

Roadmap slides help you plan and communicate your journey visually. Use them to show phases, milestones, and key initiatives across time, aligning stakeholders around your path forward. Ideal for product roadmaps, strategic plans, project timelines, and any presentation where showing the planned journey builds confidence and clarity.
Built using Gantt Chart slides

12. Strategic Recommendations

Strategic recommendations slides help you present proposed actions and their rationale. Use them to outline suggested next steps, explain the reasoning behind each recommendation, and show expected outcomes. Ideal for QBRs and consulting presentations where guiding clients toward better decisions demonstrates your expertise and value.
Built using Kanban slides

13. Action Items

Action items slides help you document commitments and assign accountability. Use them to list specific tasks, owners, deadlines, and status so everyone leaves aligned on who does what by when. Ideal for QBRs, project meetings, and any presentation where clear follow-through ensures progress happens after the meeting ends.
Built using Table slides

14. Thank You

Thank you slides help you close presentations professionally. Use them to end with gratitude, provide contact information, and leave a polished final impression. Ideal for any presentation where a professional closing reinforces your message and gives your audience a clear way to follow up or stay connected.
Built using Thank You slides

Build your Quarterly Business Review presentation with Twodart

Transform your Quarterly Business Review vision into reality with Twodart’s user-friendly platform. Follow our step-by-step guide, harnessing our vast collection of slides and tools, to create a compelling and cohesive presentation that resonates with your audience.

Step 1

Browse and Select Your Slides​

Discover from over 9,172 unique slides in 134 categories or kickstart with 31 premade presentation templates. Design skills? Not needed.

Step 2

Brand Your Presentation

Add your logo and easily customize theme colors to align with your brand. 30+ preset colors, or explore unlimited color options for perfect match.

Step 3

Export Presentation Seamlessly​

With a single click, export your slides to Powerpoint, Google Slides, or Keynote. Enjoy unlimited exports with no restrictions or limitations.

Step 4

Personalize Your Content​

Replace text and image placeholders with your content effortlessly. Customize using tools like Powerpoint, Google Slides, or Keynote and present proudly.

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