# Quarterly Business Review

> 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.

Source: https://buildpdfs.com/templates/quarterly-business-review
Category: Business

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.

## What's included

- Bold quarter-number cover with the headline growth figure
- KPI cards for revenue, paid ROAS, orders, and cost per order
- Revenue-by-month-and-channel bar chart
- Goals-vs-actual table with a status column
- Next-quarter roadmap with owners and a monthly timeline
- Risks and asks section for the client

## Sample content

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, 2026**All 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, 2026**Six 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

## 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.


## Related reading

- [How to write an annual or quarterly business review](https://buildpdfs.com/guides/how-to-write-an-annual-business-review)
- [How to structure a consulting report](https://buildpdfs.com/guides/consulting-report-template)
- [How to present a report or whitepaper to a client](https://buildpdfs.com/guides/present-report-whitepaper-to-client)

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