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Quarterly business review

A free QBR template. AI compiles 90 days of revenue, retention, hiring, and product data into a quarterly business review your leadership team can act on.

Use this template How automations work
Runs quarterly Scheduled Delivered to Email, In-app
Quarterly business review
Active

Trigger

Runs quarterly

Instructions

Generate a quarterly business review (QBR) brief covering the past 90 days. The output should be ready to drop into a leadership offsite or board pre-read.

Delivery

Email · In-app

Example output

A realistic sample of what this automation delivers — your version draws on your data.

Quarterly business review Runs quarterly · Sent to Email, In-app
Sample output
Quarterly revenue mix USD
Q2 24 Q3 24 Q4 24 Q1 25
New Expansion Churn

Q1 at a glance. New ARR set a record on the back of mid-market. Self-serve growth flattened in February but recovered in March after the onboarding redesign. The bet that matters next quarter is whether we can convert pilots in the enterprise pipeline to paid annual contracts.

Revenue. $612K of new ARR (+27% QoQ, +98% YoY). Expansion was $340K, dominated by the top decile. Churn held at 3.4% but contraction was up 18% — concentrated in three accounts that downgraded after pricing changes.

Bets for Q2.

  1. Convert 3 of 7 active enterprise pilots — owner: Maria. Success: $400K+ new ARR.
  2. Lift self-serve activation to 48% — owner: Jess. Success: trailing 30-day rate ≥ 48%.
  3. Ship multi-region deployment — owner: Sam. Success: GA by end of May.
Generated by Basedash AI from your connected data sources Leadership
The prompt

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Drop this into a Basedash automation. AI fills in the numbers from every source you've connected.

Instructions 
Generate a quarterly business review (QBR) brief covering the past 90 days. The output should be ready to drop into a leadership offsite or board pre-read.

Structure:

**Quarter at a glance.** Three sentences: what worked, what didn't, what the next quarter hinges on.

**Revenue.** New ARR, expansion, churn, contraction. Compare to last quarter and same quarter last year. Break out by segment if data allows.

**Customers.** Top new logos, biggest expansions, top churn risks, NPS / CSAT movement.

**Product.** Major launches, adoption of new features, what got cut and why.

**Go-to-market.** Pipeline coverage for next quarter, win rate, sales cycle, marketing-sourced share, top three channels.

**People.** Headcount by team, hires, departures, time-to-fill for open roles.

**Risks.** Three to five honest items that could derail next quarter.

**Bets for next quarter.** Three to five named bets, each with an owner and a success metric.

Voice: precise, calm, numbers-first.
Data sources

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Basedash automations read across every connected source in a single run. These are the ones this template tends to use most.

Frequently asked questions

What is a quarterly business review?
How long should a QBR document be?
How is a QBR different from a monthly investor update?
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