Business Review Template
Business Review Template
Manage your monthly, quarter, or annual business reviews with this page template. Includes recommendations, goals, key learnings, and more.
Who this template is for
Customer success managers, account managers, and business leaders who need a structured way to review account performance, track key metrics, and align on next steps with clients and internal teams.
What this template is for
Running effective business reviews that keep customers engaged and cross-functional revenue teams aligned. This template provides a central place to track progress, review key performance indicators, and document action items—so you can drive more productive conversations and strengthen customer relationships.
How to use this template
- Start by creating a free account in Dock.
- Create a new workspace and select the Business Review template.
- Customize the template to fit your business objectives and reporting needs. Add client-specific data, KPIs, and relevant documents.
- Save the customized version as your go-to template for business reviews.
- For each client, create a new workspace for every review. Populate it with updated reports and insights.
- Share the workspace with your client before the review meeting. Use it as a collaborative space to discuss progress, set goals, and outline next steps.
- Keep using the workspace to maintain visibility into past reviews and track accountability on action items.
What’s in this template?
Previous Quarter Business Review
Start this section with an embedded PDF summarizing your client’s business performance from the previous quarter. Be sure to spotlight the most important insights and outcomes. Include a concise list of key recommendations that clearly articulate the strategic takeaways and areas for improvement going forward.
Other Previous Business Reviews
Provide a library of past business reviews by embedding PDFs from earlier quarters. Make each review easy to navigate by clearly labeling them by quarter and year. Go back as far as necessary to give your client full context on historical trends and progress over time.
Upcoming Business Review
Use this section to preview the goals, expectations, and strategic focus areas for the coming year. Structure the upcoming annual business review into clearly defined subsections, each with a brief narrative that outlines priorities and initiatives. Include:
- Executive Summary: A high-level recap of where things stand today
- Business Objectives: The major goals for the year ahead
- Financial Performance: Targets and expectations for revenue, costs, and growth
- Challenges and Issues: Key risks or obstacles to address
- Key Learnings: Lessons from the past year that will shape future execution
Why use Dock’s Business Review Template?
Dock’s Business Review Template makes it easy to run structured, data-driven reviews that keep clients engaged and aligned on key business objectives while refining their business strategy.
Instead of scattered emails, spreadsheets, and slide decks, Dock provides a single, organized workspace where customer success managers, the sales team, and account teams can track the company's performance, document action items, and collaborate with stakeholders—all in one place. Whether you're reviewing a financial report, tracking key milestones, or conducting a performance review, Dock keeps everything organized and accessible. And since clients can access the workspace with just their email, there’s no need to manage extra accounts or passwords.
Dock’s flexible editor lets you customize the layout, embed charts, upload reports like a balance sheet, and adjust content as needed. Whether you're analyzing pricing models, monitoring financial health, or updating a scorecard for team performance, the template ensures consistency while allowing for personalized insights. Plus, with Dock’s analytics, you can see exactly what content your clients engage with, making it easier to prepare for future reviews and tailor your workflows accordingly.
With Dock, you can also create company-wide templates. Save a standardized structure for business reviews and quickly spin up new workspaces for each client, ensuring a repeatable and efficient review process that adapts to different use cases.
With Dock’s Business Review Template, you get more than just a static document—you get a dynamic, interactive workspace that keeps everything in one place. But how exactly does this improve your review process? Let’s break down the key benefits of using Dock to keep business reviews structured, personalized, and impactful.
Keep business reviews structured and effective
- Provide a single destination for performance metrics, reports, and discussions
- Align teams and clients around key objectives and next steps
- Replace fragmented email threads with a live, interactive workspace
Personalization at scale
- Use a customizable template to tailor each business review to client needs
- Maintain consistency while allowing flexibility for unique priorities
- Embed relevant charts, reports, and documents for a data-driven discussion
Improve client engagement and retention
- Keep business reviews organized and easy to access for all stakeholders
- Track client engagement with content to see what matters most to them
- Use insights from past reviews to drive continuous improvement and stronger relationships
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How do I use this template?
Sign up for Dock for free, create a new workspace, and select the Business Review Template. Customize it to fit your needs, save it as a reusable template, and generate new workspaces for each client review.
Is this template free?
Yes. Dock is free to try for up to 50 workspaces. Every paid Dock plan includes unlimited template and workspace usage.
Can I modify this template?
Yes. You can make a copy of the template, adjust it to fit your business needs, and further customize it for each client.
Can I personalize this template for every client?
Yes. You can add client-specific data, metrics, and documents to tailor the business review for each client.
Can I share this template with my team?
Yes. You can keep templates private or share them across your team. Dock allows you to control visibility and access.
What is a business review template?
A business review provides a high-level client performance recap of any particular review period.
A business review template is a structured document or workspace used to evaluate performance, track key metrics, and set future business goals. It helps businesses align with clients and internal teams by organizing important insights, such as financial performance, challenges, and action plans, into a clear, repeatable business report that drives more effective business review meetings and informs the broader business plan.
With Dock, business review templates become interactive workspaces, making it easy to collaborate with stakeholders, embed key reports, and track engagement over time. These templates can also serve as a checkpoint for refining your roadmap or adjusting course for the next quarter.
What is a customer review template?
A customer review template is a structured framework for assessing customer satisfaction, product usage, and engagement. It’s commonly used in customer success to evaluate client health, support decision-making, and ensure retention. Dock’s business review template can serve this purpose by organizing customer insights alongside performance data, helping teams identify opportunities for improvement and introduce product development initiatives that align with customer needs and the company’s business goals.
What should you include in a business review?
A strong business review (and therefore template) should include:
- Executive Summary – Key takeaways from the review period
- Business Objectives – Goals and KPIs for the period
- Financial Performance – Revenue, profit, and expenses compared to targets
- Challenges & Issues – Obstacles faced and their impact
- Key Learnings – What worked, what didn’t, and action items for improvement
Dock’s business review template includes pre-built sections to ensure you cover these key areas while allowing flexibility for customization. This structure can also support updates to your business plan or roadmap going into the next quarter.
When should you use a business review template?
Business review templates are best used for:
- Monthly or quarterly business reviews to align with clients or leadership on progress toward business goals and the next quarter’s roadmap
- Customer success check-ins to track product adoption and retention
- Strategic planning sessions to assess long-term progress and refine the business plan
Business review best practices & tips
- Keep it visual – Use charts, tables, and graphics to present data clearly
- Be action-oriented – Summarize key takeaways and define next steps for the roadmap or business plan
- Collaborate in real-time – With Dock, clients and teams can comment, update, and track engagement in the workspace
Business review mistakes to avoid
- Overloading with data – Focus on key insights rather than overwhelming clients with excessive metrics or dozens of slides
- Ignoring past reviews – Make sure to track past reports and follow up on previous action items tied to your business goals or product development plans
- Failing to personalize – Tailor each review to the client’s goals and concerns for a more meaningful discussion
How to share a business review template internally
- Store your template in Dock and make it available to your team
- Set permissions to ensure the right people can edit or view the template
- Use Dock’s analytics to see how team members interact with the review and contribute to roadmap planning or next quarter initiatives
How to share a business review template with clients
- Send clients a Dock workspace link instead of email attachments
- Walk them through the workspace during the review meeting, connecting insights to their business goals and product development needs
- Keep the workspace updated so clients can reference past reviews, track progress, and align on the roadmap for the next quarter
How often should you conduct a business review?
The frequency of business reviews depends on your goals and industry. Most companies conduct monthly, quarterly, or annual business reviews. Quarterly reviews are the most common, as they provide enough time to measure meaningful progress without being overwhelming.
Who should be involved in a business review?
A business review typically includes:
- Internal teams – Account managers, customer success managers, leadership, and finance teams
- Clients or stakeholders – Decision-makers, project managers, and operational leads
- Subject matter experts – Anyone who can provide insights into challenges, solutions, or key initiatives
With Dock, you can give different stakeholders access to the business review workspace, ensuring everyone stays aligned.
What’s the difference between a business review and a QBR (Quarterly Business Review)?
A business review can be conducted at any interval (monthly, quarterly, or annually) and may focus on general performance tracking. A Quarterly Business Review (QBR) is a more structured, in-depth review that happens every three months and typically focuses on customer success, performance metrics, and strategic planning. Many teams use a QBR template or a quarterly business review template to ensure consistency and alignment across meetings.
Dock’s business review template can be adapted as a monthly business review or as a quarterly review, depending on your needs. It also allows you to integrate presentation templates to create a more polished and engaging review experience for clients and stakeholders.
How do you track progress between business reviews?
To track progress effectively:
- Use a shared workspace like Dock to store past reviews and action items
- Set clear next steps and owners for each deliverable
- Monitor key performance indicators (KPIs) and adjust strategies accordingly
Dock’s engagement tracking helps you see if stakeholders are reviewing key materials, keeping your business review process more data-driven.
Can I use this business review template for different industries?
Yes, Dock’s business review template is fully customizable and works across industries like SaaS, consulting, finance, and professional services. You can modify sections to match your specific reporting and client communication needs.
How do I automate business reviews?
You can automate parts of the business review process by:
- Using Dock templates to quickly generate new review workspaces
- Embedding live reports from business intelligence tools into your Dock workspace
- Setting up reminders for key review dates and next steps
Dock helps streamline business reviews by providing a centralized, repeatable process with built-in collaboration and tracking.
What’s the best way to present a business review to clients?
- Start with key takeaways before diving into detailed metrics
- Use visual elements like graphs and tables to make data digestible
- Keep it collaborative by allowing clients to comment and ask questions in Dock
- Follow up with a summary and action items to ensure accountability
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