Quarterly Business Review Template

Quarterly Business Review Presentation Components

Two-slide summary for time-constrained presentations (optional)

Current situation:– Strategy, Objectives, Resources– Competitive overview; product positioning

What’s coming (Roadmap):– Current and upcoming customer problems

being solved– Highlight any proposed or actual changes

Ask for the support you need– Decisions, approvals, resources

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See the NOTES view in PPT for additional

information

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Summary Slide 1: Dashboard

Revenue$5,999,000+ 10% Goal

Market Awareness3 pub articles

2 positive mentions

Bookings500 new customers

+ 13% Goal

Support Calls350 per day+ 23% Goal

Leads1,400 leads- 15% Goal

Ops Status99.3% uptime

- .5% Goal

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Summary Slide 2: Product Plan Update

Market or internal changes

What external changes have occurred and what do they mean for the product

What internal changes have occurred and what do they mean for the product

Resource requests

What additional resources are needed to support the product

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Product X Strategy, Objectives, and Resource Allocations

1-sentence strategy summary

Top objectives (no more than 3)

Resource allocations (optional)

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Dashboard

Revenue$5,999,000+ 10% Goal

Market Awareness3 pub articles

2 positive mentions

Bookings500 new customers

+ 13% Goal

Support Calls350 per day+ 23% Goal

Leads1,400 leads- 15% Goal

Ops Status99.3% uptime

- .5% Goal

Competitive Update

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Positioning statement (summarized)

Key wins

Current threats and responses

RoadmapQ

1 Features… Q2 Features Q3 Features Q4 Features

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Highlights of Roadmap Changes or Proposed Changes•…•…•…

Ask

What you need to implement next steps

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