# QBR Presentation

> 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.

Source: https://buildpdfs.com/templates/qbr-presentation
Category: Business

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.

## 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

## Sample content

Fernbyte 

OF Q3 KEY RESULTS MET 

ORBIT FREIGHT · QUARTERLY BUSINESS REVIEW

### Q3 2026  
in review 

Period**Jul 1 – Sep 30** 

Sprints**9 – 14** 

Prepared for**Lena 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.


## Related reading

- [How to design a professional PDF](https://buildpdfs.com/guides/how-to-design-a-professional-pdf)
- [What "client-ready" means for a client deliverable PDF](https://buildpdfs.com/guides/client-deliverable-pdf-client-ready)
- [Consulting report template and structure](https://buildpdfs.com/guides/consulting-report-template)

[Use this template](https://buildpdfs.com/signup?templateId=qbr-presentation) — free, no credit card required.