Customer support / Free editable template

Quarterly business review dashboard template

A quarterly business review should fit on one board. This example opens with four headline counters, shows the usage trend by month, lists wins and open issues as sticky notes, sets out what each side is asking of the other and tracks next quarter's goals as progress bars. A one-line agenda keeps the meeting on the customer's goals first.

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Quarterly business review dashboard example showing headline counters and a usage chart, wins and open issues, two-way asks and next quarter's goals
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Pull the numbers

    Choose four numbers the sponsor cares about, such as active users or hours saved, and the trend that explains them.

  2. Be honest about issues

    List open issues next to the wins, with a date or owner for each, so the customer hears it from you first.

  3. Agree what is next

    Swap asks, set two or three goals for next quarter and leave the meeting with owners and dates.

Questions about this template

Can I reuse this board every quarter?

Yes. Duplicate it for each review and update the headline numbers, usage chart, wins, issues and goals, so you keep a record of every QBR.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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