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What’s inside the Quarterly Review.

16 slides with real content in place. Rewrite them, reorder them, or add your own.

  1. 1Slide 1Cover: the client, the quarter and the four headline figures over a revenue curve
  2. 2Slide 2Agenda: seven sections with owners and the minutes each one takes
  3. 3Slide 3The quarter in one slide: four headline figures with trends, revenue against spend, and three figures underneath
  4. 4Slide 4Against the goals we set: a scorecard of six goals, hit, missed or in progress
  5. 5Slide 5Where the growth came from: a revenue mix ring and a waterfall from last quarter to this one
  6. 6Slide 6Paid search: revenue against spend by month and the four campaign groups
  7. 7Slide 7Paid social: return by creative format and the month it turned around
  8. 8Slide 8Email, CRM and organic: revenue by flow and the organic sessions line
  9. 9Slide 9What we shipped: eight dated releases across the three months
  10. 10Slide 10What worked: three before-and-after panels and a line from the client
  11. 11Slide 11What didn't: three calls that went wrong, the change made and where each stands
  12. 12Slide 12Budget: planned against actual by channel, with the variance in full
  13. 13Slide 13In flight: five pieces of work on a timeline with today marked
  14. 14Slide 14Next quarter: four goals, the budget ask and the Q4 calendar
  15. 15Slide 15Decisions: four decisions, each with an owner and a date
  16. 16Slide 16Close: what happens next, the next review and who to call

When to use it.

Quarterly Review is a sixteen-slide deck for the meeting at the end of a quarter, where an agency shows a client what it did, what that returned and what it recommends next. It opens with four headline figures and a scorecard against the goals you set, then goes channel by channel with real charts, lists the work you shipped with its dates, and is honest about what did not work and what you changed. The last four slides carry the budget, what is still in flight, next quarter's plan and the decisions you need from the client. Every chart is drawn from one set of numbers, so the figures agree from slide to slide as you edit them.

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

  1. Step 1

    Open the deck and put your client's name, the quarter and your own team on the cover and the running head.

  2. Step 2

    Replace the four headline figures and the goal scorecard with your own, and edit the sparklines and charts to match.

  3. Step 3

    Work through the channel slides, the delivery timeline and the budget table with your real figures — each chart is editable artwork, so change the labels and bar heights in place.

  4. Step 4

    Finish with next quarter's goals, the budget you are asking for and the four decisions you need, each with an owner and a date.

Start from the Quarterly Review now.

Questions about this template.

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

Is the Quarterly Review template free?

Yes. Create a free account and it opens in Docsiv's Decks 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 Geist and Geist Mono with #0e1113, #171b1f, #2fdcc4, #16766c, #8a97a0, #3fcf8e, #ef5f73, and you can change any of them, rewrite every word and add or remove slides.

What can I export it as?

Decks in Docsiv offers: Slides, PPTX, PDF and HTML exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the quarterly business review deck 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 deck for you to edit, share and send.