QUARTERLY BUSINESS REVIEW
[Company or Team Name]: Q[N] [YYYY]
Prepared by [Name], [Title] · [Month DD, YYYY] · Period: [Month DD] – [Month DD, YYYY]
Summary
[Three or four sentences: overall result for the quarter against plan, the one or two results that drove it, the most important miss, and the main priority for next quarter.]
REVENUE $1,254,000 +4.5% vs. target | NEW CUSTOMERS 138 −8.0% vs. target | GROSS MARGIN 63.4% +1.4 pts vs. target | RETENTION 90.5% −1.5 pts vs. target |
All figures in this report are examples. Replace them with your own results.
KPI scorecard
Metric | Target | Actual | Variance | Prior quarter | Status |
|---|---|---|---|---|---|
Revenue | $1,200,000 | $1,254,000 | +4.5% | $1,131,000 | Met |
New customers | 150 | 138 | −8.0% | 127 | Missed |
Gross margin | 62.0% | 63.4% | +1.4 pts | 61.8% | Met |
Customer retention | 92.0% | 90.5% | −1.5 pts | 91.2% | Missed |
Support tickets resolved in 24 h | 85.0% | 88.0% | +3.0 pts | 83.0% | Met |
Variance for percentage metrics is shown in percentage points.
Revenue by segment
Segment | Prior quarter | This quarter | Change | Share of total |
|---|---|---|---|---|
[Segment A] | $612,000 | $668,000 | +9.2% | 53.3% |
[Segment B] | $384,000 | $402,000 | +4.7% | 32.1% |
[Segment C] | $135,000 | $184,000 | +36.3% | 14.7% |
Total | $1,131,000 | $1,254,000 | +10.9% | 100.0% |
Highlights
- [Result, with the number that shows it]
- [Result, with the number that shows it]
- [Result, with the number that shows it]
Performance commentary
Sales and revenue
[What drove revenue this quarter, which segments grew or declined, and why. Refer to the figures above.]
Customers
[Acquisition and retention results, reasons for churn, and any change in customer mix.]
Operations
[Delivery, support, and efficiency results. Note any process or staffing changes and their effect.]
Finance
[Margin, spending against budget, and cash position. Explain any variance larger than [N]%.]
Targets missed
Metric | Cause | Corrective action | Owner |
|---|---|---|---|
[Metric] | [Main reason for the miss] | [What will change next quarter] | [Name] |
[Metric] | [Main reason] | [What will change] | [Name] |
Lessons from the quarter
Continue
| Change
|
Priorities for Q[N+1]
# | Priority | Measure of success | Owner | Due |
|---|---|---|---|---|
1 | [Priority] | [Metric and target] | [Name] | [MM/DD] |
2 | [Priority] | [Metric and target] | [Name] | [MM/DD] |
3 | [Priority] | [Metric and target] | [Name] | [MM/DD] |
Q[N+1] targets
Metric | Q[N] actual | Q[N+1] target | Basis for target |
|---|---|---|---|
Revenue | $1,254,000 | $[Amount] | [Pipeline, seasonality, or growth rate used] |
New customers | 138 | [N] | [Basis] |
Gross margin | 63.4% | [N.N]% | [Basis] |
Customer retention | 90.5% | [N.N]% | [Basis] |
Risks
- [Risk to next-quarter results, likelihood, and planned response]
- [Risk, likelihood, and planned response]
Support requested
- [Decision, resource, or budget needed, from whom, and by when]
Metric definitions
Metric | Definition | Source |
|---|---|---|
Revenue | [How it is calculated and what is excluded] | [System or report] |
New customers | [How it is calculated and what is excluded] | [System or report] |
Gross margin | [How it is calculated and what is excluded] | [System or report] |
Customer retention | [How it is calculated and what is excluded] | [System or report] |
Support tickets resolved in 24 h | [How it is calculated and what is excluded] | [System or report] |