QBR: agenda, executive summary, KPI scorecard (kpi), revenue chart, client or account metrics table, wins (cards), challenges, root causes, action plan table, next quarter goals, asks, Q&A.. This guide walks through what a good quarterly business review presentation covers, slide by slide, and how to prepare it quickly with an editable PowerPoint template.

Who this is for

Team leads and HR staff present the same kinds of updates again and again. A consistent deck makes meetings shorter and easier to follow, and you only change the numbers each time.

What to include, slide by slide

  1. What we will cover today
  2. The quarter at a glance
  3. Q3 results
  4. Q3 scorecard against target
  5. Quarterly revenue, last five quarters
  6. Results by client account
  7. What went well this quarter
  8. Challenges and actions
  9. Where we fell short
  10. Why it happened
  11. Action plan
  12. Q4 and beyond
  13. Q4 2026 goals
  14. What we need from leadership

How to edit it in five steps

  1. Open the .pptx in Microsoft PowerPoint and choose the colour version you like.
  2. Click any sample text and type over it with your own content.
  3. Right-click each picture, choose Change Picture and insert your own photo.
  4. Right-click a chart and choose Edit Data to type your numbers; tables edit like any table.
  5. Read the speaker notes for slide-specific tips, then present with F5.

Tips before you present

  • Open with the numbers that matter most and say what they mean for the team.
  • Update charts with right-click > Edit Data so the visuals stay consistent.
  • Keep one action owner and date on every action item.
  • Send the deck as a PDF after the meeting so everyone has the same version.
  • Reuse the same file each week or month; only the numbers change.

Get the editable template

The Quarterly Business Review (QBR) PowerPoint Template has 16 slides with sample content to replace, three colour versions and the fonts built in. It costs ₱199 and downloads right after payment.