Quarterly Business Review Template
A landscape quarterly business review deck with headline KPIs, revenue by month and channel, a goals-vs-actual table, and a next-quarter roadmap with owners and dates.
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Northfold Studio×Kestrel Outdoor Co.
Quarterly Business Review
Q3
Period Jul – Sep 2026 Presented 15 Oct 2026 Location Portland, OR
+24.2%
Revenue vs Q2. Kestrel closed the quarter at $1.67M across all channels, the best quarter since we started in 2025.
Q2 AVG $447K
JUL $499K
AUG $542K
SEP $627K
Quarter in numbers,
and the plan for Q4.
Priya Raman · Account Director
Tom Okafor · Head of Paid
Northfold Studio×Kestrel Outdoor Co.
Q3 2026 Business Review
Quarter in
numbers.
Jul 1 – Sep 30, 2026All changes vs Q2 2026
Source: GA4, Shopify, ad platforms
Revenue
$1.67M
▲ 24.2% Q2 $1.34M
Paid ROAS
4.25×
▲ 0.55× Q2 3.7×
Orders
9,565
▲ 19.8% Q2 7,985
Paid cost / order
$41.20
▼ 17.3% Q2 $49.80
Revenue by month and channel
$ thousands
0 200 400 600
$498.6K
$541.9K
$627.2K ▲
JUL AUG SEP
Q3 by channel
Paid Search41% of revenue $682,800
Paid Social23% of revenue $390,100
SEO20% of revenue $328,560
Email + Referral16% · Sep in lime $266,260
Total Q3 $1,667,720
Goals vs actual
Set at the Q2 review, 14 Jul 2026
| Goal | Target | Actual | % of target | Status |
|---|---|---|---|---|
| Q3 revenue, all channels | $1.55M | $1.67M | 108% | Beat |
| Paid ROAS | 4.0× | 4.25× | 106% | Beat |
| Paid cost per order | ≤ $42.00 | $41.20 | 102% | Met |
| Site conversion rate | 2.8% | 2.9% | 104% | Met |
| Email list size | 50,000 | 48,300 | 97% | Near miss |
| Organic clicks | 165,000 | 151,800 | 92% | Missed |
NORTHFOLD STUDIO · Q3 2026 BUSINESS REVIEW 02 / 03
Northfold Studio×Kestrel Outdoor Co.
Q3 2026 Business Review
Q4 roadmap.
Oct 1 – Dec 31, 2026Six initiatives, one owner each
Initiative · owner
OCTOBER
NOVEMBER
DECEMBER
Ridgeline winter colourways PAID SOCIAL · TOM OKAFOR
05 Oct 30 Oct
Google Ads restructure PAID SEARCH · TOM OKAFOR
12 Oct 06 Nov
Trail guides content hub SEO · LENA BRANDT
18 guides · 6 per month 18 Dec
Post-purchase flow rebuild EMAIL · SAM ORTIZ
19 Oct 20 Nov
Black Friday / Cyber Week ALL CHANNELS · PRIYA RAMAN
02 Nov build 01 Dec
Product-page test program CRO · MARA ELLISON
4 A/B tests 18 Dec
27 NOV · BLACK FRIDAY
17 DEC · CUT-OFF
Q4 target
$2.05M
Revenue at 4.3× paid ROAS or better, +22.9% on Q3. Black Friday to Cyber Monday carries 31% of the quarter's paid budget.
Paid budget
$318,000
Risks What could slow us
R1
Winter stock arrives late HIGH
Ridgeline colourways land 3 Oct. A one-week slip moves launch into the BFCM build window.
R2
Meta costs rise in Nov MED
CPMs rose 38% last BFCM. We hold 15% of social budget back to move into Search.
R3
Organic gap persists MED
Clicks finished 8% under goal. The hub needs 6 guides live by 30 Oct to recover.
Asks of Kestrel Decisions by 24 Oct
A1
Approve the BFCM offer ladder
20% site-wide, 30% on last-season shells. Sign-off by Dana Whitcomb.
A2
Share margin by SKU each week
The new Search structure bids on margin, not revenue.
A3
Two tester days in November
Field footage for holiday reels, our best Q3 creative.
NORTHFOLD STUDIO · PRIYA@NORTHFOLD.STUDIO · NEXT QBR 14 JAN 2027 03 / 03
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Frequently asked questions
What is a quarterly business review?
A quarterly business review, or QBR, is a meeting and document that covers what happened last quarter and what happens next. It shows the numbers against goals, calls out wins and risks, and sets the plan for the coming quarter.
What should a QBR deck include?
A QBR deck should include headline KPIs, a goals-vs-actual comparison, a breakdown of results by channel or team, the risks that could slow next quarter, and a dated roadmap with owners. This template has each section.
How is a QBR different from an annual business review?
A QBR covers one quarter in detail, with a roadmap for the very next quarter. An annual business review looks back across the full year and sets priorities for the year ahead.
Is this quarterly business review template free?
Yes. You can customize the quarterly business review template for free and download it as a print-ready PDF for a client meeting or an internal review.
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