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QBR template

Pick your QBR type and get a slide-by-slide quarterly business review outline. Toggle off the slides you don't need, then copy it into PowerPoint, Google Slides, or Notion. Free, no signup.

Pick your QBR type

The standard SaaS CS QBR — adoption, support, value, and renewal readiness for a customer account.

Customer Success QBR

14–15 slides · 45–60 min

Every slide is in your deck by default. Toggle off the ones you don't need, then copy the outline. 15 of 15 slides selected.

Get all 5 QBR templates as one doc

Every outline — Customer Success, Executive (EBR), Pre-Renewal, Account/Sales, and Agency — in a single Markdown file you can paste into Notion, Google Docs, or your slide tool's notes. Yours to keep and customize.

Free. No spam, only the templates.
The guide

Running a QBR that drives decisions, not yawns

Most QBR decks are glorified status reports — which is exactly why executives stop showing up. Here's the structure the best reviews share, how long it should run, and how to fill the slides that teams always end up chasing data for.

The QBR arc

Whatever the audience, a good QBR moves from context to insight to action: summarize the quarter, recap the goals, show the scorecard, explain adoption and support, prove the value and own the misses, then commit to the next 90 days. The builder above fills each step with concrete talking points for the QBR type you pick.

  1. 01Executive summaryHealth, top win, top risk, the ask
  2. 02Goals recapWhat success was defined as
  3. 03Scorecard5–7 metrics, target vs actual
  4. 04Adoption & supportHow they used it, how it went
  5. 05Value & challengesROI, and the honest misses
  6. 06Next-quarter planGoals, owners, and the ask

How long should a QBR be?

Twelve to eighteen slides for an operational review, eight to ten for an executive one. Lead with the executive summary — state the quarter's outcome in the first sixty seconds and you have the room's attention before anyone reaches for their phone. End on a specific decision, not “any questions?”. Anything that doesn't map to a goal belongs in an appendix you reference but never present. If you're briefing the C-suite, switch to the Executive Business Review type above for the condensed cut.

The slide teams always chase data for

The scorecard and support-summary slides are where most QBR prep time goes — screenshotting ticket counts, first-response times, resolution times, and CSAT out of three different tools the night before. A connected shared inbox reports those numbers for you, and a help center with an AI agent adds the deflection rate that turns “support was fine” into a cost-to-serve story executives actually lean into. Build the deck, and let the data fill itself in.

Selvo Shared Inbox + Help Center

Fill the support slide from one dashboard

The scorecard and support-summary slides need real numbers — ticket volume, first-response and resolution time, support CSAT. Selvo's shared inbox reports all of them, and the help center plus AI agent add the deflection rate that proves you're scaling support without scaling cost.

See how Selvo Shared Inbox works

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Questions about QBRs

What is a QBR (quarterly business review)?
A QBR is a structured meeting held every three months between a company and its key stakeholders — most often a customer success or account team presenting to a customer. The purpose is to review the past quarter against goals, show the value delivered, surface risks before they become crises, and align on priorities for the next 90 days. A good QBR is a decision meeting, not a status report: every section should end with a decision, an owner, and a due date.
What should a QBR template include?
The consensus QBR structure runs: an executive summary (the one slide everyone reads), a recap of last quarter's goals, a color-coded scorecard of 5–7 metrics, adoption and usage data, a support and service summary, wins and ROI, challenges and risks, roadmap alignment, strategic recommendations, next-quarter goals with owners, action items, and a clear ask. The builder above gives you each of those slides with concrete talking points — keep the ones you need and toggle off the rest.
How many slides should a QBR be?
Twelve to eighteen slides for an operational QBR, and eight to ten for an executive audience. Anything past fifteen belongs in an appendix you reference but never present. The goal is decisions per minute, not slide count — an executive who leaves after slide ten told you the deck was too long. Pick the Executive Business Review type above for the condensed eight-slide cut.
What's the difference between a QBR and an EBR?
A QBR is quarterly and tactical — adoption metrics, support trends, and near-term roadblocks discussed with day-to-day stakeholders and managers. An EBR (executive business review) happens once or twice a year with the C-suite and stays strategic: long-term vision, partnership direction, and the ROI case, in eight to ten slides. This tool offers both as separate types so you present the right altitude to the right room.
How do I use this template in PowerPoint or Google Slides?
Build your deck above, click "Copy outline as Markdown," and paste it into your slide tool's outline or notes view — each slide comes through with its purpose and talking points so you can turn it into real slides in minutes. Or use the email download to get all five QBR templates as one Markdown file you can drop into Notion or Google Docs. There's no proprietary format to wrestle with.
What metrics belong in a QBR scorecard?
Five to seven metrics across account growth, satisfaction, engagement, and renewal signals — each with a target and a variance column, because a scorecard without baselines is just a list of numbers. For SaaS QBRs that usually means adoption (active users vs seats, feature usage), satisfaction (NPS/CSAT), support health (ticket volume, first-response and resolution time, support CSAT), and an expansion or renewal signal. The support numbers are the ones teams most often have to chase down — a connected shared inbox and help center report them for you.

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