Business review presentation templates

Decks for reporting how the business is doing: a quarterly business review with goals versus results, a weekly team update, and an annual report for stakeholders. Each puts the headline numbers first and ends with decisions you need.

Templates

  • Quarterly business review (presentation): Report a quarter in 11 slides: the summary first, then revenue against target, wins, misses, pipeline, risks and next-quarter priorities. Sample numbers included.
  • Weekly team update (presentation): A 6-slide weekly status deck: headline, metrics, what shipped, blockers with owners and next week’s plan. Sample team and numbers included.
  • Annual report (presentation): Summarise a year for stakeholders: a letter from the leader, financial highlights, milestones, impact, lessons and the outlook ahead. Sample company and numbers included.

How to use these templates

  1. Choose the quarterly review, the weekly update or the annual report.
  2. Paste in your numbers and notes, or attach last quarter's report, and say who the audience is: your leadership team, a client or the board.
  3. Ask the AI to "rewrite the slide titles as conclusions" so each slide states what the data means.
  4. Download as PowerPoint and send it as a pre-read a day before the meeting.

Running a business review that leads to decisions

  • Open with a one-slide summary: three numbers, the biggest win, the biggest miss and the decision you need.
  • Show every metric against its target and against the last period. A number on its own does not say whether it is good.
  • Be candid about misses and say what you are changing. Reviews that only show wins lose credibility fast.
  • For a client QBR, focus on the value they received, such as savings, time or results, rather than your own activity.
  • Move detailed tables to an appendix. Keep the main deck to about ten slides so there is time to discuss.

Frequently asked questions

What is a QBR?

A quarterly business review: a meeting every three months to compare results with goals, discuss what worked and agree priorities for the next quarter. It is held internally with leadership, or with a client by an account team.

What should a quarterly business review include?

Headline results against targets, highlights, goals hit and missed with reasons, lessons learned, priorities for next quarter and any decisions or resources needed.

How is a weekly update different?

It is shorter, about five slides, and covers progress, blockers and next week's plan rather than strategy.

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