Quarterly Business Review Template
Quarterly Business Review
Presentation Components
Two-slide summary for time-constrained
presentations (optional)
Current situation:
– Strategy, Objectives, Resources
– Competitive overview; product positioning
What’s coming (Roadmap):
– Current and upcoming customer problems
being solved
– Highlight any proposed or actual changes
Ask for the support you need
– Decisions, approvals, resources
See the NOTES view in
PPT for additional
information
2
Summary Slide 1: Dashboard
Revenue
Market Awareness
$5,999,000
+ 10% Goal
3 pub articles
2 positive mentions
Bookings
Support Calls
500 new customers
+ 13% Goal
350 per day
+ 23% Goal
Leads
Ops Status
1,400 leads
- 15% Goal
99.3% uptime
- .5% Goal
3
Summary Slide 2: Product Plan
Update
Market or internal changes
What external changes
have occurred and what
do they mean for the
product
What internal changes
have occurred and what
do they mean for the
product
Resource requests
What additional
resources are needed to
support the product
4
Product X Strategy, Objectives,
and Resource Allocations
1-sentence strategy summary
Top objectives (no more than 3)
Resource allocations (optional)
5
Dashboard
Revenue
Market Awareness
$5,999,000
+ 10% Goal
3 pub articles
2 positive mentions
Bookings
Support Calls
500 new customers
+ 13% Goal
350 per day
+ 23% Goal
Leads
Ops Status
1,400 leads
- 15% Goal
99.3% uptime
- .5% Goal
6
Competitive Update
Positioning statement (summarized)
Key wins
Current threats and responses
7
Features
Q4
Features
Q3
Features…
Q2
Q1
Roadmap
Features
Highlights of Roadmap Changes or Proposed Changes
•…
•…
•…
8
Ask
What you need to implement next
steps
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For More Help
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product management training, consulting, coaching, and
skills assessment. Please contact us if you have
questions about using this tool. Visit our website for more
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templates.
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