How Do I Present a Quarterly Business Review?

A Quarterly Business Review (QBR) is your chance to step back, share progress, realign priorities, and reinforce trust with your stakeholders. Whether you’re presenting to customers, your executive team, or internal partners, the most effective QBRs are structured, visual, and action-oriented. Here’s how to deliver a QBR that not only informs—but drives momentum.

Start with the why

Before diving into numbers, set the stage. Explain your goals for the quarter and why they matter. A brief narrative gives your audience context and helps them follow the story you're telling. Keep this opening concise and focused on outcomes, not activities.

Highlight performance with clarity

QBRs succeed when data is easy to understand. Use clean charts, simple comparisons, and clear KPIs to show what happened this quarter—what improved, what dipped, and what surprised you. Visualizing trends makes your insights more digestible and keeps your audience aligned on the facts.

Celebrate wins (and acknowledge gaps)

Showcase key achievements, milestones, and customer or user impact. At the same time, be transparent about challenges. Honest reflections build credibility, and they set up the conversation for meaningful next steps.

Turn insights into actions

A strong QBR doesn’t just recap performance—it moves the business forward. Distill your findings into a few strategic recommendations. What should we start, stop, or continue? What opportunities emerged? What support do you need next quarter to accelerate progress?

End with alignment and engagement

Close with a clear path forward, and make space for discussion. Ask for feedback, clarify priorities, and confirm shared goals. When done well, your QBR becomes a collaborative checkpoint—not just a presentation.

Bring your QBR to life with Beautiful.ai

Crafting a compelling business review is easier when your slides work as hard as you do. Beautiful.ai’s pre-built, customizable Quarterly Business Review presentation template gives you a starting point so you’re not stuck staring at a blank deck. You can quickly and easily tailor it to your own QBR with Smart Slides that help turn complex data into polished, on-brand visuals automatically. This allows you to focus on insights instead of structuring your story and design formatting. When you’re up against the end of the quarter, Beautiful.ai makes the presentation design process more seamless.