Quarterly business review template

1. Quarterly business review

   [Quarter and year] · [Team name]

   Slide 1

2. Agenda

   • Highlights

   • Results against goals

   • Trends

   • Challenges

   • Next quarter

   Slide 2

3. Highlights

   +24%

   new customers on last quarter

   92%

   of customers stayed with us

   4

   improvements released

   Add one sentence about what made the biggest difference this quarter.

   Slide 3

4. Results against goals

   Goal	Target	Result	Status
   Win new customers	300	342	Ahead
   Keep customers	90%	92%	On track
   Faster replies to customers	4 hours	5 hours	Behind
   Release improvements	3	4	Ahead
   Hire for open roles	5	3	Behind

   Slide 4

5. Orders by month

   Ahead of last year

   Orders grew in every month of the quarter.

   The last month was the strongest on record.

   Slide 5

6. Where growth came from

   Existing customers led

   Almost half of the growth came from customers buying more.

   Referrals are the fastest growing source.

   Slide 6

7. Challenges

   • Replies to customers were slower at busy times

   • Two hires took longer than planned

   • Added cover for busy hours from next month

   • Started working with a second recruiting partner

   Slide 7

8. Next quarter

   • Bring replies back under four hours

   • Fill the remaining open roles

   • Release the two most requested improvements

   • Grow referrals with a simple thank-you offer

   Slide 8

9. Questions and discussion

   [Name] · [[email protected]]

   Slide 9

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