Free quarterly business review template
Report a quarter in 11 slides: the summary first, then revenue against target, wins, misses, pipeline, risks and next-quarter priorities. Sample numbers included.
What's in this template
Slide 1: Q3 2026 business review Revenue beat plan.
- Revenue of $4.2M came in 6% ahead of plan. Margin slipped 2 points on freight, and one decision is needed today.
Slide 2: Summary: revenue beat plan, margin slipped
- Revenue $4.2M, 6% ahead of plan and up 12% on Q2
- Gross margin 31%, down 2 points on freight costs
- Decision needed: approve the second warehouse in Q4
Slide 3: Revenue against target
- $4.2M Revenue (target $3.96M)
- 106% Of plan
- +12% On last quarter
Slide 4: Every month beat plan
Slide 5: Customers
- 1,284 Active accounts
- +96 New this quarter
- 94% Renewal rate
Slide 6: Wins and misses
- Wins
- Signed Metro Foods, our largest account ($380K a year)
- Next-day delivery now covers 4 cities
- Support response under 2 hours
- Misses
- Freight costs up 14%, margin down 2 points
- Mobile ordering slipped to November
- Two senior sales roles still open
Slide 7: Pipeline for Q4
- $6.8M Open pipeline
- $2.1M Weighted forecast
- 3.2x Coverage of Q4 target
Slide 8: Risks we are watching
- Freight: renegotiating with two carriers by 15 Nov
- Hiring: offers out for both sales roles
- Data: SOC 2 audit starts in December
Slide 9: Q4 priorities
- Open the Pune warehouse (needs approval today)
- Launch mobile ordering to all accounts
- Bring gross margin back to 33%
Slide 10: From a customer
- Northwind is the only supplier that has never missed a Monday delivery.
Slide 11: Decision needed today
- Approve the Pune warehouse so it opens in Q4
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