QBR Deck Recipe
Create thorough and impactful presentations for your Quarterly Business Reviews (QBRs) with our QBR Deck Template. Designed for B2B SaaS companies, this template provides a structured format to present key performance metrics, strategic updates, financial performance, and future plans to stakeholders and clients.
Loved by business users
Scoop is a critical reporting layer on top of our CRM and other internal tools. Scoop provides me with automated sales reports on leads and deals, simplifying my board reporting, and I can easily create reports that are impossible within the CRM. As we grow and our sales process changes, Scoop makes it easy to adapt to those changes without significant IT help.
Peter Rice
President & COO at CCX
Free QBR Deck Template using a visual canvas and spreadsheets
Enhance your QBR meetings by presenting data in an easily digestible format. This template uses pre-made charts, graphs, and infographics to present your company's performance and plans.
- Instantly generate this canvas with data from any CRM or system where you store your business data (like Salesforce or HubSpot)
- Create an executive summary and detailed sections for quarterly highlights, product developments, sales and marketing performance, customer success metrics, financial overviews, and strategic initiatives
- Test different strategic scenarios by inputting data into Sheetlets that interact with your charts and graphs to visualize changes
- Identify key metrics and trends to support informed decision-making
Who It's For and Benefits
- Who It's For: Account managers, customer success teams, and executives who need to present comprehensive business insights during QBRs.
- Value: Streamline your QBR reporting process, save time on data preparation, and deliver clear, impactful presentations that drive strategic discussions and informed decision-making.
