Quarterly Business Review Template
Quarterly Business Review Template
Use this free template to provide a centralized place to share and host business reviews with customers.
Who this template is for
This quarterly business review (QBR) template is designed for:
- Customer success managers (CSMs) who need a repeatable process for running impactful QBRs.
- Account managers looking to strengthen customer relationships and drive renewals.
- Sales teams that want to align on upsell and expansion opportunities.
- Decision-makers and stakeholders responsible for tracking product adoption, product usage, and ROI.
If you’re managing ongoing customer relationships, a QBR meeting is a critical touchpoint to reinforce value, align on business goals, and plan for the next quarter.
What this template is for
A quarterly business review template eliminates the need to start from scratch every quarter. Instead of scrambling to pull together spreadsheets, slides, and notes, you’ll have a structured, repeatable QBR framework that keeps everyone aligned.
This template helps you:
- Standardize QBRs across accounts while keeping them flexible for different customer needs.
- Centralize key metrics, KPIs, and business objectives in one collaborative space.
- Track milestones, action plans, and product usage trends over time.
- Prepare for renewal conversations and identify upsell opportunities.
- Streamline internal workflows for CSMs and account managers.
With a structured QBR presentation, you can ensure that every review delivers strategic value to the customer—not just a recap of past performance.
How to use this template
- Sign up for a free Dock account – No setup headaches, just create an account to get started.
- Create a new workspace – Select the Quarterly Business Review template to instantly structure your QBRs.
- Customize it for your needs – Add KPIs, customer success metrics, meeting agendas, and benchmarking data.
- Save your version as a reusable QBR template – Standardize your QBR process while allowing for account-specific personalization.
- Use it for each customer review – Create a new workspace for every QBR, pre-loading performance reports, action plans, and sales team insights.
- Share it with your customer before the meeting – Give stakeholders and decision-makers time to review key points and add input, making the conversation more productive.
- Keep the workspace updated – Use it as an ongoing reference for tracking progress, business objectives, renewal discussions, and customer experience improvements before the next quarter.
What’s in this template?
Summary
In this section, include an executive summary that highlights achievements and challenges from the previous quarter, including customer feedback and areas impacting customer satisfaction. Revisit business goals and KPIs from the review period and assess whether they were achieved. Include insights into what made this an effective QBR—such as meaningful discussion, alignment on priorities, and a shared understanding of new goals. Provide actionable insights, including challenges and learnings from the review period, and conclude with recommendations for the future of the collaboration.
Next Steps
Here, outline next steps, which may include scheduling training sessions, implementing new features, rolling out the product to the engineering team, and uploading a new employee list. Include links for documentation, scheduling, and uploading.
Slides
Include the QBR in easily digestible slides for visual reference.
Recording
Share a video for the QBR that allows the client to revisit at their convenience. Be sure to include meeting notes.
Product Usage
Feature a breakdown of platform usage from the quarter, including active users and top features. This data helps your client understand where value is coming from, and where opportunities may be to improve.
Roadmap
Review key roadmap themes and processes that will arrive in the future. This includes upcoming enhancements aimed at making it easier for your team to collaborate and report on progress.
Product Updates
Recent product updates are listed in this section, including improvements to templates and workspace analytics.
Previous Business Reviews
You’ll find links to past QBRs below for historical context. This allows both you and your client to track progress quarter over quarter and revisit long-term initiatives.
Why use Dock’s Quarterly Business Review Template?
Dock’s Quarterly Business Review (QBR) template makes it easy to run structured, high-impact QBRs focused on business performance—without starting from scratch each time.
With Dock, you don’t have to chase down spreadsheets, slides, or buried email attachments before every customer meeting. Instead, upon integration, you can organize performance metrics, meeting notes, action items, and key resources in a single, collaborative workspace that both your team and your key stakeholders can access anytime.
Dock’s interactive workspace allows you to go beyond static slide decks. You can embed reports, track engagement, and update content in real-time—so your QBRs aren’t just a one-and-done meeting but an ongoing strategic discussion around value, retention, and preventing churn. And with Dock’s templating feature, you can create a standardized QBR format that’s easy to personalize for each customer.
Here’s how Dock’s QBR template helps you run better business reviews:
Keep QBRs organized and repeatable
- Centralize all customer success data, business plans, and renewal discussions in one place.
- Standardize your quarterly business review process while keeping it adaptable.
- Reduce time spent preparing for each QBR presentation with a pre-built meeting agenda.
Make QBRs more collaborative
- Share the QBR template with customers before the meeting to gather input.
- Track engagement to see which parts of the QBR presentation resonate most with customers.
- Maintain an ongoing record of past QBRs (from last quarter, for instance) to show progress over time.
Drive strategic conversations
- Highlight milestones, product usage insights, and customer experience improvements.
- Align on business goals, upcoming quarter objectives, and action plans with clear next steps.
- Provide a customer-facing record of commitments and follow-ups.
With Dock, your QBRs won’t just be another meeting—they’ll be a valuable touchpoint that strengthens customer relationships and drives long-term retention.
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How do I use this template?
Sign up for a free Dock account. Create a new workspace and select the Quarterly Business Review template. Customize the template with customer-specific data, goals, and reports. Save it as your own template to create a repeatable QBR process. Share the workspace with your customer before the meeting for collaboration. Update the workspace after each QBR to track progress and action items.
Is this template free and fully modifiable?
Yes, Dock is free to try for up to five workspaces. Every paid Dock plan includes unlimited template and workspace usage. Additionally, you can fully customize the template to match your company’s QBR structure, branding, and customer needs. Once you’ve created a company-wide QBR template, you can quickly duplicate and customize it for each customer.
Can I share this template with my team?
Yes, you can keep templates private or share them across your team. Dock also lets you control template visibility and editing permissions.
What is a quarterly business review (QBR)?
A quarterly business review (QBR) is a structured meeting between a company and its customer to review performance, pricing, progress, and future goals. The purpose is to ensure the customer is seeing value from the product or service, discuss any challenges, and align on next steps. Unlike ad-hoc check-ins, QBRs follow a consistent format and focus on strategic outcomes.
What’s the difference between a quarterly business review and a renewal meeting?
A QBR is a proactive touchpoint focused on value, progress, and strategic planning, while a renewal meeting is a discussion about contract continuation. A well-run QBR makes the renewal conversation much easier.
What is a Customer Success Review?
A customer success review is similar to a QBR but focuses more on customer health, satisfaction, and long-term success. While a QBR may emphasize KPIs and business outcomes, a Customer Success Review often includes discussions around adoption, engagement, and support needs.
What should you include in a quarterly business review template?
A strong QBR template should include:Business goals & KPIs – Track progress toward customer objectives.Performance metrics – Usage data, ROI reports, and key milestones.Wins & challenges – Highlight what’s working and what needs improvement.Upcoming initiatives – Preview new features, projects, or opportunities.Next steps & action items – Clearly define mutual commitments.
When should you use a quarterly business review?
QBRs should be scheduled every 90 days for high-value accounts. They are particularly important when:A customer is approaching renewal and needs to see continued value.A new product feature or service offering could improve their experience.The customer’s business goals have changed, requiring a strategy shift.
Quarterly Business Review best practices & tips
Share the QBR workspace before the meeting so customers can add comments and questions.Focus on customer outcomes, not just product updates. Keep the conversation about their business goals.Use engagement analytics in Dock to see what customers are viewing and tailor your discussions accordingly.Keep it visual. Embed charts, dashboards, and success stories instead of long slides of text.
Quarterly Business Review mistakes to avoid
Making the QBR one-sided – The meeting should be a discussion, not just a presentation.Relying on scattered documents – A Dock workspace keeps everything in one place for easy access.Skipping action items – Clearly define and document next steps in Dock’s shared workspace.
How to share a Quarterly Business Review internally
Save your QBR format as a Dock template to ensure consistency across your team.Control access levels so only the right stakeholders can view or edit key sections.Use version history to track changes and improvements over time.
How to share a Quarterly Business Review with clients
Send the workspace link ahead of the meeting so clients can review data in advance.Use Dock’s comment and task features to make the QBR interactive.Keep the workspace active as a living document to track ongoing progress and engagement.
How do I track engagement with this template?
Dock provides real-time engagement analytics, so you can see when customers open the workspace, which sections they interact with, and how often they return.
Can I integrate this template with my CRM or other tools?
Yes, Dock integrates with Salesforce and HubSpot. You can also embed reports, videos, and documents from tools like Google Drive, Looker, and Tableau. You can also embed live reports and dashboards directly into your Dock workspace for real-time data updates.
How do I encourage customers to engage with my QBR workspace?
Share the workspace before the meeting to gather their input.Use Dock’s comment and task features to foster collaboration.Keep the workspace updated so customers see value in returning to it.
How do I prepare for a Quarterly Business Review?
Gather key performance data and usage metrics.Review past QBR notes to track progress.Align internally on customer goals and potential upsell opportunities.Share the Dock QBR workspace with the customer in advance to collect input.
Who should attend a Quarterly Business Review?
From your company: Customer Success Manager, Account Manager, and sometimes Sales or Product team members.From the client’s side: Decision-makers, power users, and anyone responsible for product adoption or ROI.
How long should a Quarterly Business Review last?
A typical QBR lasts 30-60 minutes, depending on the complexity of the customer’s needs. Keeping it focused and engaging is key.
How do I follow up after a Quarterly Business Review?
Summarize key takeaways and action items in the Dock workspace.Assign follow-up tasks with deadlines.Keep the workspace updated to track progress before the next QBR.
How do I make a Quarterly Business Review more engaging?
Use visuals like charts and dashboards instead of long text slides.Highlight use cases to amplify successes from other clients.Keep the conversation focused on customer goals, not just product updates.Use Dock’s comment and task features to encourage customer participation.
How can I track the success of my QBRs?
Success can be measured by:Customer engagement: Are they interacting with the QBR workspace?Renewal rates: Do onboarded and engaged customers renew at a higher rate?Follow-through on action items: Are commitments being met on both sides?
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