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Reports

Quarterly Business Review

QBR deck for client or internal team. Performance, learnings, plan, asks. 12 slides max.

Step 1

Get the skill

Pick one. Copy to paste straight away, or download qbr-template.md to keep.

Step 2

Paste it into your AI

Send 2 weeks before the QBR meeting. Land hard on slide 8 (next quarter goals). That is the meeting.

Preview the skill· what gets copied
Build a quarterly business review.

Audience: {{CLIENT / INTERNAL TEAM / LEADERSHIP}}
Quarter: {{Qx YEAR}}
Top KPIs to report: {{LIST}}
Major launches this quarter: {{LIST}}
Top wins: {{LIST}}
Top miss: {{ONE}}
Next quarter goals: {{LIST}}

12-slide structure:
1. Cover
2. TL;DR (3 lines)
3. KPI dashboard (quarter vs target)
4. Top 3 wins (one per slide)
5. The miss (honest)
6. Customer or team feedback themes
7. What we learned (3 things)
8. Next quarter priorities (3 to 5)
9. Specific goals + owners + deadlines
10. Risks + mitigations
11. Asks / decisions needed
12. Next steps + cadence

Tone: honest, numbers-first.

Works with: Claude · ChatGPT · Gemini · Any model

By Rishi Jain