SCALE Conduct Quarterly Business Review (QBR) A Quarterly Business Review (QBR) is a strategic meeting held every quarter to evaluate and discuss the performance, goals, and future plans of a business or partnership. Defined Outcomes Purpose ❏Performance Assessment: A clear understanding of the business’s performance over the past quarter, highlighting achievements and The purpose of a Quarterly Business Review (QBR) is to evaluate the identifying areas needing improvement. performance of a business over the past quarter, ensuring alignment ❏Financial Review: An analysis of financial health, including revenue, with strategic goals and objectives. During a QBR, key stakeholders expenses, and profitability, to ensure fiscal responsibility and come together to review essential metrics, financial results, customer sustainability. feedback, and project progress. ❏Customer Insights: A review of customer feedback and satisfaction levels, identifying trends and areas for enhancing customer experience. This comprehensive analysis helps identify successes, challenges, and ❏Goal Setting: Establishment of specific, measurable, achievable, areas for improvement. By assessing these factors, the team can relevant, and time-bound (SMART) goals for the upcoming quarter. ensure that the business is on track and make informed decisions to ❏Action Plan Development: Creation of a detailed action plan with adjust strategies or operations as needed. Salesforce Adoption Dashboards assigned responsibilities and deadlines to achieve the set goals. ❏Team Alignment: Alignment among team members & stakeholders on strategic priorities and initiatives for the next quarter. How to plan a QBR Guide Best Practice QBR Template Tools & Templates