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Best Practices for Quarterly Business Review Presentations

Quarterly business review (QBR) presentations are a crucial part of any business’s operations.

These presentations provide an opportunity for teams to review their performance over the past quarter and to set goals for the next.

They also serve as a way to communicate the company’s progress and achievements to stakeholders, including shareholders and investors. Therefore, it’s essential to make sure that QBR presentations are well-prepared, well-delivered, and effective in communicating the desired information.

In this blog post, we’ll share QBR presentation tips to help you make the most of this important opportunity.

Set Clear Objectives for the Presentation

Preparation is key when it comes to QBR presentations. Before you start preparing your presentation, it’s essential to set clear objectives for what you want to achieve.

This will help you to stay focused and to make sure that your presentation is tailored to the needs of your audience.

For example, if your main goal is to secure funding for a new project, you’ll need to make sure that your presentation highlights the potential return on investment and the benefits of the proposed project.

Gather Data and Information from Relevant Departments

Once you’ve established your objectives, it’s time to start gathering data and information from the relevant departments.

This will help you to build a comprehensive picture of the company’s performance over the past quarter and to identify any areas that need improvement. Some key metrics and data you’ll need to include in your presentation include revenue, profit, customer satisfaction, and employee engagement.

Prepare Visual Aids to Communicate Data 

One of the quarterly business review best practices is to prepare visual aids such as charts and graphs to communicate your data effectively. These visual aids can make complex data more accessible, and easier to understand and help keep your audience engaged. 

When creating visual aids, use colors and graphics that are easy to read and complement the overall business presentation design.

Organize the Presentation in a Logical and Clear Way

When it comes to delivering your presentation, it’s essential to organize your content in a logical and clear manner. This will help your audience follow along and understand the main points you’re trying to convey.

Use Storytelling to Engage the Audience

Consider using storytelling techniques to illustrate the key points to make your presentation more engaging. For example, instead of simply listing the numbers, use a real-life scenario to explain the impact of the data.

Highlight Successes and Address Challenges

It’s also important to highlight the successes and achievements of your company over the past quarter in your quarterly business review presentation. Don’t forget about addressing any challenges or areas for improvement. This will help to build credibility with your audience and to demonstrate that you’re aware of the company’s performance.

Additionally, it’s essential to show how the company plans to address those challenges and how it will continue to improve performance in the future. This will give a sense of direction and purpose to the audience.

Another important aspect to keep in mind is to keep the presentation concise and to the point. Avoid including too much data or information that is not directly relevant to the objectives of the presentation. Instead, focus on the key takeaways and the most critical points you want your audience to remember.

Other Important Points 

Another important aspect is to use examples, case studies, or real-life scenarios to support your points. This will help to make the data more readable and understandable. It will also help to break up the monotony of looking at numbers and data.

In addition, it’s important to practice your delivery and to be well-prepared for any questions that may arise during the presentation. Rehearse your presentation multiple times, and if possible, present it to a few colleagues or friends for feedback. This will help you to identify any areas that need improvement and to feel more confident when delivering your presentation.

Include a Call-to-Action and Next Steps

Finally, make sure to include a call-to-action in your QBR PowerPoint presentation. This will help to ensure that your audience is aware of the steps that need to be taken to continue to drive the business forward.

A call-to-action can include specific goals for the next quarter, plans for addressing challenges, or recommendations for future projects. Therefore, it’s essential to make sure that the call-to-action is clear and actionable and that it aligns with the overall objectives of the presentation.

After the presentation, it’s essential to follow up with attendees by sending a presentation summary and gathering feedback. This will help you to identify any areas that need improvement and to make adjustments for the next QBR.

The summary should include key takeaways, important metrics, and the next steps for the company. Feedback can be gathered through surveys or one-on-one meetings with attendees.

Use the feedback to identify improvement areas and make changes to future presentations and QBR slides.

Example of a Quarterly Business Review Presentation

Welcome everyone, and thank you for joining us today for our quarterly business review presentation. We are excited to share with you the performance of HubSpot over the past quarter, as well as our plans for the future.

First, let’s take a look at our financial performance. For the past quarter, our revenue was $X million, which represents a Y% increase compared to the same quarter of the previous year. Our net profit margin was Z%. Despite the ongoing market challenges, we are proud to report that we have been able to maintain a steady growth and a solid financial performance.

Next, let’s talk about customer acquisition and retention. During the past quarter, we have welcomed X new customers to the HubSpot family, which represents a Y% increase compared to the previous quarter. Our retention rate is Z%, which demonstrates the value that our customers find in our platform. Our Net Promoter Score (NPS) is also A points, which indicates that our customers are satisfied with our services.

Moving on to product usage, we are happy to report that the adoption of our new features has been very positive. Our core features continue to be widely used and are providing great value to our customers. We have also received valuable feedback from our customers, which we will use to improve our platform and to develop new features that will meet their needs.

Our marketing and sales efforts have also been successful during the past quarter. Our campaigns have generated X leads and Y deals. We have also been able to increase our sales pipeline by Z%. Our upcoming campaigns and sales initiatives are also looking promising, and we are confident that we will continue to drive growth.

As with any business, we have faced some challenges during the past quarter. However, we have identified these challenges and have developed plans to address them. We are confident that these plans will lead to improvements in our performance and will help us to continue to provide value to our customers.

We have also established new partnerships and integrations with other platforms. These partnerships and integrations have allowed us to expand our reach and to provide even more value to our customers. We are excited about the potential of these partnerships and are looking forward to developing more in the future.

In conclusion, we are proud to report that HubSpot has had a successful quarter. We are grateful for the support of our customers and for the hard work of our team. 

We are confident that our plans for the next quarter will lead to even more success. As always, we welcome any questions or feedback that you may have. Thank you for your time, and we look forward to the next quarter.


QBR presentations are an excellent opportunity for businesses to review their performance and set goals for the future.

By following these best practices, you can make sure that your quarterly business review slides will do the job.

Remember to set clear objectives, gather data and information, prepare visual aids, organize your content logically, use storytelling techniques, highlight successes, address challenges, and include a call to action.

You can make the most of this valuable opportunity to drive your business forward by implementing these best practices.

With a winning QBR presentation, you can communicate the progress and achievements of your business to stakeholders and set a clear direction for the future.

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By Susan Barlow

Dr. Susan Barlow is retired from academia after teaching business administration, project management, and business writing courses for over 20 years.

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