Quarterly business review templates

What these designs are for

Use this for a quarterly or monthly review where the audience already knows the business and wants the figures. These layouts lead with tables and dashboards rather than hero statistics, and they end on commitments with owners rather than a thank you slide.

Agenda: 12 layouts, pick by section count

The agenda role holds 12 templates and each is built for a specific number of sections: a two by two grid for four, a number rail for five, an index grid for six, a numbered list for eight. Padding a four card layout to six is what makes an agenda look wrong. If the review runs to time, the time slot rail is the only layout that gives each row a timestamp, which is worth having when the finance section always overruns.

Metrics: use the tables, not the hero numbers

Of the 34 metrics layouts, a review wants the ones that hold a grid of figures: the KPI scorecard with metric, target, actual, variance and status, the OKR tracker, and the dashboard wall of eight cards. Hero stat layouts are for a pitch, where one number is the message. Tables here are typed rather than linked to a spreadsheet, and a table slot grows to 20 rows and 8 columns, with an optional first column as a row header.

Timeline: the quarter, not the roadmap

Eighteen timeline layouts exist, four of which are Gantt charts. For a review, the quarterly column layout and the roadmap table carry more than a milestone rail does, because each period holds several parallel items rather than one label. Note two limits: points are evenly spaced, so a two month gap cannot be drawn wider than a two week one, and the Gantt has no dependency arrows, because the task shape is name, start, end and an optional group.

Commitments: a checklist with owners

The checklist role holds 13 templates, from a five row stack to a ten card grid. In a review, the checklist slide is where next quarter's commitments live, and the useful discipline is one owner and one date per row. The dense eight card grid is the largest that stays readable at the back of a meeting room; the ten card grid is better on a document that people read at their desks.

A note on the thumbnails

The agenda and checklist cards are slides from example decks published here; the metrics, timeline and takeaway cards are the layout rendered by the template library with its own placeholder content, the same sample text the public gallery shows. Nothing inside a thumbnail is a real figure, a real company or a real quarter. One takeaway layout is named in the prose rather than pictured because its sample line makes a performance claim, which has no place on a page about layouts.

How many slides a review runs to

The reviews published here are 10 to 12 slides: the quarterly business review deck is 10, the customer and sales QBR decks 10 each, the board meeting deck 12 and the all hands deck 11. The pattern is one agenda, three or four metrics slides, one timeline, one commitments slide and one takeaway. The takeaway role has only seven layouts in the whole library, so it is worth choosing deliberately rather than defaulting to the five to seven line bullet recap.

Finished examples

• Quarterly business review deck

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