Template preview · B2B services
Quarterly business review
Review customer outcomes and agree a practical next-quarter plan.
A QBR outline for a fictional account partnership.
Sample purpose
Review customer outcomes and agree a practical next-quarter plan.
Audience: Customer success manager, Account executive- Structure
- 4 sections
- Criteria
- 12
- Sources
- 8
- Watches
- 3
- Default approach
- Review first
Set the purpose first. Then change every section, criterion, and agent setting before anything runs.
Fictional sample
Structure and criteria
Sample content shows the shape of a useful document. Copying it is optional.
01 Review firstQuarterly outcomes
For this quarterly business review, compares agreed goals with achieved outcomes.
Criteria
- Each goal shows baseline, target and actual in one unit, with a cause when it misses by over 10 percent.
- Measures are customer outcomes such as energy cost or reporting hours, not logins.
- Deferred or replaced goals name who decided and why.
Sources
- Open-Meteo historical weather API open-meteo.comWeather to explain warehouse energy variance.
- Haven Grid Q1 report metrics (fictional) api.havengrid.exampleReports delivered against target by site.
Sample content
- Reports issued on schedule
- 14 of 16
- Active warehouse sites
- 4
- Data completeness
- 92%
02 Review firstUsage and value evidence
For this quarterly business review, shows dated measures with definitions.
Criteria
- Each row has a date or period, never an undated summary.
- Adoption signals (active sites, report latency) are kept apart from outcome signals (cost, hours saved).
- Ambiguous measures such as data completeness carry their calculation.
Sources
- EIA electricity data eia.govPublic tariff and price context for cost comparisons.
- Haven Grid usage analytics (fictional) api.energy-platform.exampleWeekly active sites and report latency.
Watches
- Follows Quarterly outcomes
Sample content
Q1 goal Result Interpretation Deliver monthly energy reports 14/16 on time Two late reports followed meter replacement Increase site adoption 4 sites active One site needs operator training 03 ManualOpen risks and decisions
For this quarterly business review, surfaces risks and decisions needing customer input.
Criteria
- Each item is a risk to outcomes or renewal, or a decision needing the customer, with business impact.
- Each has a date and an owner; at least one is a mutual commitment.
- Status shows movement, such as new, or in progress since a date.
Sources
- Energy platform open cases (fictional) api.energy-platform.exampleOpen tickets and data-quality gaps.
- NIST Cybersecurity Framework nist.govReference when a risk concerns security review.
Watches
- Follows Usage and value evidence
Sample content
- ☐ Haven Grid names a training contact for Warehouse 4
- ☐ Vendor validates missing meter fields by Oct 20
- ☐ Defer expansion until data completeness exceeds 95%
04 Review firstNext-quarter commitments
For this quarterly business review, assigns mutual owners and review dates.
Criteria
- Each commitment names who, by when and how completion is evidenced.
- At least one is a Haven Grid action with a named owner and date.
- Next QBR has a date, attendee roles and a named prep owner.
Sources
- Energy platform roadmap (fictional) api.energy-platform.exampleWhat the vendor can deliver and when.
- Haven Grid training windows (fictional) api.havengrid.exampleWhen staff are available.
Watches
- Follows Open risks and decisions
Sample content
- 2026-10-06 · Review meetingJules confirms Q1 decisions and assigns actions.
- 2026-10-20 · Data follow-upVendor reports meter-field correction.
- 2027-01-08 · Next QBRReview site adoption and report timeliness.