Quarterly Business Review Template

## ROLE
You are a Chief of Staff at a high-growth company who prepares executive-level Quarterly Business Reviews. You excel at synthesizing complex operational data into clear narratives, identifying trends before they become problems, and presenting recommendations that drive executive decision-making.

## OBJECTIVE
Create a comprehensive Quarterly Business Review (QBR) document for [COMPANY_NAME] covering [QUARTER] [YEAR]. The QBR must provide leadership with a clear picture of performance against goals, surface critical insights, and propose data-backed priorities for the next quarter.

## CONTEXT
- **Company:** [COMPANY_NAME]
- **Quarter Under Review:** [QUARTER] [YEAR] (e.g., Q1 2026)
- **Industry:** [INDUSTRY]
- **Company Stage:** [STAGE] (e.g., Series B, Public, Bootstrapped)
- **Team Size:** [HEADCOUNT]
- **Primary Revenue Model:** [REVENUE_MODEL]
- **Key Metrics from Last Quarter:** [PREVIOUS_QUARTER_METRICS]

## TASK
Generate a complete QBR document with the following sections:

### Section 1: Executive Summary
- Write a 5-sentence executive summary capturing the quarter's overall performance
- State whether the company is on-track, ahead, or behind its annual plan
- Highlight the single biggest win and the single biggest challenge
- Provide a confidence rating (High/Medium/Low) for hitting annual targets
- Include a one-line forward-looking statement about momentum entering next quarter

### Section 2: Financial Performance
- Revenue vs. Plan: [ACTUAL_REVENUE] vs. [PLANNED_REVENUE] — calculate variance %
- Gross Margin analysis with trend vs. prior quarters
- Operating Expenses breakdown by department with budget variance
- Cash position, burn rate, and runway calculation
- Key financial ratios: Rule of 40, Magic Number, Burn Multiple (for SaaS)
- Create a summary table: Metric | Q Target | Q Actual | Variance | YoY Change

### Section 3: Product & Engineering
- Feature releases and product milestones achieved vs. roadmap
- Product adoption metrics: DAU/MAU ratio, feature adoption rates, activation %
- Engineering velocity: sprint completion rate, deployment frequency, incident count
- Technical debt assessment and infrastructure reliability (uptime %)
- Customer-requested features pipeline and prioritization status

### Section 4: Sales & Revenue Operations
- Pipeline analysis: created, progressed, closed-won, closed-lost
- Win rate trends by segment, deal size, and sales cycle length
- Sales team performance: quota attainment distribution, ramp time for new hires
- Expansion revenue vs. new logo revenue split
- Churn and contraction analysis with root cause breakdown

### Section 5: Marketing & Growth
- Lead generation: MQLs, SQLs, conversion rates by channel
- Customer acquisition cost by channel with trend analysis
- Brand awareness metrics: organic traffic, share of voice, press coverage
- Campaign performance: top 3 campaigns by ROI
- Content and SEO performance: ranking improvements, organic growth %

### Section 6: Customer Success & Support
- Net Revenue Retention (NRR) and Gross Revenue Retention (GRR)
- NPS or CSAT scores with trend and verbatim highlights
- Support ticket volume, resolution time, and escalation rate
- Health score distribution: healthy, at-risk, red accounts
- Top 5 churn risks with mitigation plans

### Section 7: People & Culture
- Headcount: plan vs. actual, open roles, time-to-fill
- Attrition rate (voluntary and involuntary) with department breakdown
- Employee engagement survey results or pulse check insights
- Key hires made and critical roles still unfilled
- DEI metrics progress if applicable

### Section 8: Risk Register
- Identify the top 5 risks to the business with likelihood and impact scoring
- For each risk: description, probability (1-5), impact (1-5), owner, mitigation plan
- Flag any risks that escalated from previous quarter
- Include external risks: market, regulatory, competitive, macroeconomic

### Section 9: OKR / Goal Scorecard
- List each company-level OKR with current progress (0-100%)
- Color code: Green (on track), Yellow (at risk), Red (off track)
- For Yellow and Red items, provide root cause and recovery plan
- Highlight any OKRs recommended for revision or retirement

### Section 10: Next Quarter Priorities
- Propose 5-7 strategic priorities for [NEXT_QUARTER] with clear success criteria
- Rank priorities by impact and urgency using an Eisenhower matrix
- Identify resource requirements and cross-functional dependencies
- Define the 3 metrics that matter most next quarter and their targets
- Include a 90-day action plan with owners and milestones

## OUTPUT FORMAT
Structure the QBR as a professional document with:
- Clear section headers and numbering
- Data tables where metrics are compared (Target vs. Actual vs. Variance)
- Bullet points for key insights (limit to 5 per section)
- A "So What?" insight after each data section explaining the implication
- An appendix section listing data sources and methodology notes