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What’s inside the Quarterly Business Review.

15 pages with real content in place. Rewrite them, reorder them, or add your own.

  1. 1Page 1A navy cover with the quarter as a giant figure, client, period, agency and review date
  2. 2Page 2Contents and the meeting agenda with timings, presenters and attendees
  3. 3Page 3Executive summary: four headline KPIs with quarter-on-quarter change and three takeaways
  4. 4Page 4Goals against results: a scorecard with progress bars against targets and status
  5. 5Page 5Quarter highlights: six results with icons and a client quote
  6. 6Page 6Metrics and trends: three-month charts for revenue, ROAS, new customers and conversion
  7. 7Page 7Channel performance: a revenue-mix donut and a spend, revenue and ROAS table
  8. 8Page 8Projects delivered: a Q3 timeline and the measured result of each project
  9. 9Page 9Return on investment: the headline ROI, its calculation and ROI by quarter
  10. 10Page 10Challenges: what didn't work, its impact and what changed
  11. 11Page 11Q4 roadmap: a week-by-week Gantt chart, Q4 targets and the media budget
  12. 12Page 12Account health: a score gauge, scores by area, the trend and a watch list
  13. 13Page 13Decisions and asks with owners, deadlines, next steps and sign-off lines
  14. 14Page 14Methodology and a glossary of every metric
  15. 15Page 15A navy back page with the account team's contact details

When to use it.

Quarterly Business Review is a 15-page A4 QBR template for agencies, consultancies and SaaS account teams presenting a quarter to a client. It opens with four headline KPIs and a scorecard of goals against results, then covers three-month trends, channel performance, projects delivered and a line-by-line ROI calculation. It closes with challenges, a week-by-week roadmap for next quarter, an account health score and the decisions you need from the client.

Made for

  • Agencies reporting to clients
  • Consultants and freelancers
  • Founders updating a board
  • Teams sharing results

Make it yours in four steps.

Open it in Reports and work through it, or let Docsiv AI do the first pass with your details.

  1. Step 1

    Replace the agency, client, quarter and attendees on the cover and agenda page.

  2. Step 2

    Enter your goals, targets and monthly results; the scorecard, charts and ROI table follow the same figures.

  3. Step 3

    Rewrite the highlights, projects and challenges with what happened this quarter.

  4. Step 4

    Set next quarter's roadmap and budget, list your asks with owners and dates, then share the link or a PDF before the meeting.

Start from the Quarterly Business Review now.

Questions about this template.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is the Quarterly Business Review template free?

Yes. Create a free account and it opens in Docsiv's Reports app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Sora with #14223f, #f6f1e8, #ece3d3, #d8b56a, #434a5c, and you can change any of them, rewrite every word and add or remove pages.

What can I export it as?

Reports in Docsiv offers: Report pages with charts, PDF and HTML exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the quarterly business review for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

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Starting from a description instead? Try the AI report generator.

Start your report with Docsiv AI

Describe the client or the project and Docsiv AI writes a first draft of your quarterly business review for you to edit, share and send.