Quarterly Business Review Template
Four sheets and four documents that score the quarter against what they actually bought it for, and check every number before it is said.
Free download · No account needed
Value Realized Summary
Corveth Retail Group, Q3, prepared for operations leadership
Every figure below carries what it was measured against, over what period, and whose data it came from. Only the incremental change is counted.
1. What we can show you
| Outcome, in your words | Figure | Measured against | Class |
|---|---|---|---|
| The Friday close now runs in under two hours across all six regions | 1h 47m | 7h 20m median, eight weeks before go-live | Measured |
| Uncovered weekend shifts in the north | 19 to 3 | Q1 2025, your scheduling export | Measured |
| Overtime across the estate | -4% | Q3 2024. The estate was already falling 7% year on year, so only the residual is claimed | Measured |
| Agency spend, year to date | -$310,000 | FY2024, your figure, from your Finance Business Partner | You supplied |
2. What we are not claiming
| Claim | Why it is not here |
|---|---|
| Rota build time down 62% | Instrumentation started at go-live. There is no before |
| Roughly $480,000 saved a year | Modelled from a benchmark, not measured on your data |
| Scheduling satisfaction improved | Six survey responses. One person moves that score 17 points |
3. Stated confounders
You hired 22 seasonal staff into the northern regions in July, which improves weekend coverage on its own. Three of the sixteen recovered weekends are attributed there rather than to us.
Four defensible figures beat nine that invite a question. The arithmetic behind each one is on the second page in full.
Search this and page one hands you a deck outline. Nine to fifteen slides, agenda timings to the minute, and a value slide that says quantify what the customer's business gained. Not one of them tells you how to decide whether a figure belongs on that slide. That is the entire job. A quarterly review is the meeting where the customer's own finance team gets to test your number, and a claim that does not survive being tested costs more than the slide was worth.
So Value Claims is the gate. Every figure that would go in front of the customer is written down as the sentence it would be said as, then checked: what baseline, taken when, and is the gain incremental. Federal benefit-cost rules have held that line for decades, counting only the part that would not have happened anyway. Then the evidence class: measured from their data, supplied by them, or modelled. Modelled figures are useful internally and never reach the customer page.
The second half is Goal Attainment, and it carries where each goal came from. Written into the statement of work, said by a named person on a dated call, asserted by the account team, or never stated at all. A goal resting on somebody's memory is marked unsourced and goes to the review as a question. The renewal behind it gets its own clock in the renewal risk brief. Take the Word documents and CSV sheets blank, or hand River the order form and the usage export and let it rebuild the quarter.
What's in the pack
Goal Attainment
One row per thing they bought it for, in their words, carrying whether the goal was written into the contract, said on a dated call, or asserted by nobody in particular.
Value Claims
The gate. Every figure gets a baseline, an evidence class, a gross and an incremental number, any confounder, and a verdict of cleared, internal only, or struck.
Usage and Adoption Trend
Four quarters cut by the unit the customer manages against, with a cause recorded beside every movement and the words no cause found where there is none.
Open Issues and Commitments
Both sides' promises from the last review with dates and days late, including yours, carried over with their original dates rather than quietly renumbered.
Value Realized Summary
The page the champion forwards to their own finance team, with the method beside each figure and a short section naming the claims that were left out. A quarter this clean is also the kind of signal a reference and advocacy program times an ask to.
QBR Narrative
The review itself, structured around their goals rather than your features, with the misses first and an owner attached to each one.
Next-quarter Plan
Commitments in both directions with dates and named owners, plus the measurement work that has to happen before the next review can claim something this one could not.
Renewal Read
Internal only. The renewal date, the notice period the term clause actually requires, the honest position, and the one change that most moves it.
How to use it
- 1
Open in River, or take it blank
Open the pack in River and hand it the account, or download the Word documents and CSV sheets and fill them in yourself.
- 2
Send the paperwork first
The order form, the statement of work, the proposal, and the notes from the original deal. Goal Attainment is rebuilt from those, not from the product.
- 3
Run the claim check
Every figure you want to show gets a baseline and an evidence class before anything is drafted. Expect to strike one you were attached to.
- 4
Split the two audiences
Three documents to the customer, built only from cleared claims. The renewal read stays with you, with the notice window on it.
Frequently asked questions
Is this template free?
Yes. Four Word documents and four CSV sheets, downloaded as a zip, no signup. River is the optional half: it reads the order form and the usage export, rebuilds Goal Attainment with provenance on every row, and runs the claim check. The account arrives here from the customer onboarding plan, and single-shot jobs live in River's tool index.
We never wrote down what the customer bought it for. Is this useless?
That is the normal case, and it is the first thing the pack handles. Goals are reconstructed from the order form, the proposal and the sales-cycle notes, each carrying its provenance. Goals existing only in the account team's memory are marked unsourced and taken to the review as questions, which opens better than a scoreboard the customer never agreed to.
We have no pre-deployment baseline. What then?
Then the affected figures come off the customer page and the review says which ones and why. Report the level rather than the change, and put building the baseline into next quarter's plan as a commitment with a date. A number with no baseline is a reading, and presenting it as an improvement is the claim most likely to be tested in the room.
Can we put the satisfaction score in?
Put the response count next to it or leave it out. A Net Promoter Score is the share of promoters minus the share of detractors, so on six responses one person moving from passive to promoter shifts an account score by roughly seventeen points. Six responses is a mood, not a metric. Cross-source themes live in voice of customer across sources.
Where does the renewal date come from?
The contract record, not the calendar. The Renewal Read names the renewal date, the notice period the term clause requires, and therefore the date the window actually opens, which is usually earlier than the account team assumes. Pull the clause with customer contract review, and the same arithmetic from the buyer's side sits in the vendor renewal pack.
Does it produce the slides?
It produces the documents the slides are built from, which is the half that takes the time. Value Realized Summary is a single page the customer's champion can forward to their own finance team without translating it. Drop it into whichever deck tool your team already uses; the numbers arrive cleared, with the method beside each one.
What if the quarter went badly?
Then the review says so, first. Every goal missed with the reason and whose reason it is, and every commitment your own side failed to meet with its original date. A review containing no failures reads as a sales document, and the customer already knows what went wrong. Owning it first is what makes the value section believable.
Score the quarter against what they bought it for
Take the Word documents and CSV sheets blank, or open this exact pack in River and hand it the order form and the usage export.
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