Free quarterly business review template

Report a quarter’s results, wins, misses and priorities for the next quarter in 8 slides.

What's in this template

Slide 1: Q[N] business review

• [Team or company] · [Month year]

Slide 2: Headline results

• $[X]M Revenue
• [X]% Growth vs last quarter
• [X]% Gross margin

Slide 3: Highlights

• [Biggest win]
• [New customers or launches]
• [Milestone reached]

Slide 4: Goals vs results

• Hit
• [Goal met]
• [Goal met]
• Missed
• [Goal missed and why]
• [Goal missed and why]

Slide 5: Lessons learned

• [What worked]
• [What did not]
• [What we will change]

Slide 6: Next quarter

• Priorities and plan

Slide 7: Priorities for Q[N+1]

• [Priority 1 with a measurable target]
• [Priority 2 with a measurable target]
• [Priority 3 with a measurable target]

Slide 8: Asks and decisions needed

• [Budget or headcount request]
• [Decision needed and by when]

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