QBR Presentation Template

A quarterly business review deck for account and client teams, with a scorecard against the quarter's objectives and key results, metric cards, and a next-quarter roadmap. Pre-filled with a logistics-software client example.

Need a different version? The AI PDF maker writes one from your notes. See also PDFs for consultants, whitepapers and reports and PDFs for freelancers.

What's included

Presentation-style cover with the quarter, client name, and confidentiality mark
Scorecard with objectives, key results, and the percent met
Metric cards showing before-and-after numbers
Chart of story points completed per sprint across the quarter
Next-quarter roadmap grouped by sprint
Prepared-for page with the client contact
QBRquarterly business reviewclient presentationaccount managementscorecard

Sample content

The template comes filled with this example content. Describe your own and the AI rewrites it.

Read the full sample text

Fernbyte

OF Q3 KEY RESULTS MET

ORBIT FREIGHT · QUARTERLY BUSINESS REVIEW

Q3 2026

in review

PeriodJul 1 – Sep 30

Sprints9 – 14

Prepared forLena Brooks, VP Ops

Fernbyte × Orbit Freight · Q3 review 01 — Headline metrics

01 — The quarter in six numbers

Faster dispatch, fewer late loads

Releases 14 Zero rollbacks

Uptime 99.98% Target 99.9% +0.07

Map load · p95 1.1 s From 2.4 s in June −54%

Late loads −23% vs Q2, same lanes Goal −15%

Dispatcher time saved 11 h/wk Per shift lead, from time study

Dispatcher NPS +38 From +9 before the console +29

FERNBYTE STUDIO · CONFIDENTIAL 02 / 05

Fernbyte × Orbit Freight · Q3 review 02 — Delivery

02 — Delivery

Velocity up every sprint

Committed vs done 94% 110 of 117 tickets shipped as planned.

Cycle time 2.8 days Ticket start to production, down from 4.6.

Escaped bugs 3 All P3. None in the last three sprints.

FERNBYTE STUDIO · CONFIDENTIAL 03 / 05

Fernbyte × Orbit Freight · Q3 review 03 — OKRs

03 — Objectives & key results

Q3 scorecard

Objective 1 Dispatchers see every load live

Live map for 100% of trucks Done

1.0

Objective 2 Cut late loads by 15%

−23% late loads vs Q2 Beat goal

1.0

Objective 3 Console loads in under 1.5 s

p95 1.1 s desktop · 1.7 s on tablets On track

0.9

Objective 4 Customers track their own freight

Share link in sprint 15 Moved to Q4

0.55

FERNBYTE STUDIO · CONFIDENTIAL 04 / 05

Fernbyte × Orbit Freight · Q3 review 04 — Q4 plan

04 — Next quarter

Q4 roadmap

October SPRINTS 15–16

Customer ETA share link Carry-over from Q3 objective 4

Driver mobile check-in Replaces the 6 am phone round

November SPRINTS 17–18

Rate-card import Quotes from the console in one step

SSO + roles Single sign-on groups for 140 users

December SPRINT 19

Peak-season load test 3× November volume

Q1 discovery Warehouse slotting, two workshops

Ask Approve Q4 plan by Oct 16

Sprints 5

Team Same 5

FERNBYTE STUDIO · CONFIDENTIAL 05 / 05

Frequently asked questions

What is a QBR?

A QBR, or quarterly business review, is a meeting where an account team or vendor shows a client how the last quarter went against agreed goals, and what is planned for the next quarter. This template is the presentation used in that meeting.

What should a QBR presentation include?

Include a scorecard of objectives and key results, the metrics that moved, wins and carry-overs, and a roadmap for the next quarter. This template has each section, pre-filled for a software vendor's quarterly review.

How is a QBR different from an annual business review?

A QBR covers one quarter and focuses on objectives, key results, and sprint-level metrics, in a short slide-deck format. An annual business review covers the full year, including revenue and team growth, in a longer written report.

Is this QBR presentation template free?

Yes. You can customize the QBR presentation template for free and download it as a print-ready PDF. Give the AI your quarter's results and next-quarter plan, and it fills in every slide.

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QBR Presentation

Business · Free template

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