presentation · Report

Quarterly business review (QBR) template

Walk an existing client through the quarter: KPI grid, trend, wins, risks, what shipped and what is next — then let them rate the quarter and leave feedback on the same page.

Start with this template→ Open the live example ↗

app.naimi.ai/harbor-main-home-goods-589807

Quarterly business review — real Naimi template, personalized for Harbor & Main Home Goods

what’s inside

6 slides, 19 personalized fields, and what happens on the page.

Graphite & emerald — warm-gray surface, white cards, emerald for good deltas, amber for attention.

Slides

Cover
Executive summary
The numbers
Delivery
Looking ahead
Feedback and sign-off

Personalized per client

Filled in seconds — by form, from a call transcript, through the API or by one sentence to your agent. Filling fields uses no AI credits.

Client company
Period
Presentation date
Health status
Summary
Wins
Watch-outs
KPI lines: metric | value | change
Trend series
Delivered
In flight
Next period
Plan
Recommendation
Upsell line
Next review date
Account manager
Manager’s contact
Booking link

On the page

Live elements, saved answers and view tracking belong to the web link; the PDF and PowerPoint exports carry the content.

KPI cards and the trend chart parsed from plain text lines
Deltas colored by sign — emerald up, amber for attention
1–5 quarter rating and free-text feedback the client submits, promoted to the CRM

Always included: open and view-time tracking per link, instant notifications, client memory, editing after sending — and PDF or editable PowerPoint export when a file is required.

how it works

From this template to a client’s link.

Make it yours

Open it in Naimi Studio and tell the AI what to change — your company, your services, your prices — or clone the free kit and hand the folder to Claude Code, Cursor or Codex.
Personalize per client

Fill the fields for a real client the way the example was filled for Harbor & Main Home Goods: a short form in the app, a call transcript for your agent, or one API call. No AI credits for this step.
Send one link

The client opens it without a login. You see the open, the time spent and every choice they made — or export a PDF or an editable PowerPoint when a file is required.

faq

About this template.

How much work is a new quarter?

Refill the fields: KPI lines, the number series, and one-item-per-line lists. The layout, the chart and the colors take care of themselves — or let your agent pull the numbers from your notes.

Can several stakeholders get their own link?

Yes — a link per person shows you who on the client side engaged, which matters when the champion says the boss has seen it.

Where does the client’s rating go?

The score and the comment are saved to the client’s card and you are notified, so the renewal conversation starts from their own words.

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