Free QBR Template — Or Generate It From Your Live Data in 4 Minutes

1. Executive Summary — 1 slide maximum. Answer: what happened and what does it mean?
2. KPI Dashboard — The 3 to 5 numbers that matter most to this specific client. Do not include every metric — include the ones tied to their goals.
3. Progress vs. Goals — What you committed to last quarter. What you actually delivered. Show both, even when the news is mixed.
4. Support and Health — NPS score, ticket volume, escalations, CSAT. This section tells the story of the relationship quality.
5. Product Adoption — Feature usage rates, onboarding completion, active user counts.
6. Risks and Renewals — Accounts at risk, upcoming renewal dates, expansion opportunities. This drives the commercial conversation.
7. Next Quarter Plan — Specific commitments for the next period, with actual numbers attached. Not goals — commitments.

The QBR deck itself is not the problem. The problem is the 3 to 4 hours before you open the deck. Open Salesforce, find the right report, copy the number, switch to the deck, paste it, format it, realize the number is from last Tuesday not this morning, go back to Salesforce. Then repeat for support tickets, NPS score, feature usage stats, and renewal dates — each one from a different system, each requiring its own round trip.

A QBR template does not fix that. Coreworks does. Connect your data sources once. Every quarter, the QBR generates itself. Every number is live, traceable, and formatted.

• Send a preview of the deck 24 hours before the meeting — clients who have seen the numbers in advance ask better questions.
• Lead with what changed, not what happened — executives already know the history.
• Use red, amber, and green status indicators — they communicate health at a glance.
• Keep each slide to one question — do not combine adoption trends with NPS on the same slide.
• Include a clear ask on the final slide — every QBR should end with a specific decision or action item.