---
title: "Quarterly business review template — KPI grid, trend chart and client feedback in one link | Naimi"
description: "A data-forward QBR template for agencies and customer success teams: KPI cards and a trend chart filled from simple text fields, wins and risks, next-quarter plan, and a client rating that saves to the CRM."
url: https://naimi.ai/templates/quarterly-business-review
---

[Home](https://naimi.ai/)/[Templates](https://naimi.ai/templates)/**Quarterly business review**

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→](https://app.naimi.ai/app/signup) [Open the live example ↗](https://app.naimi.ai/harbor-main-home-goods-589807)

For [Agencies](https://naimi.ai/templates?industry=agencies) · [SaaS & tech](https://naimi.ai/templates?industry=saas) · [Consulting](https://naimi.ai/templates?industry=consulting) · [Customer success](https://naimi.ai/templates?team=customer-success)

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

1.  Cover
2.  Executive summary
3.  The numbers
4.  Delivery
5.  Looking ahead
6.  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.

1.  ### 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.
    
2.  ### 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.
    
3.  ### 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.

more templates

## Close to this one.

- [Pilot results report](https://naimi.ai/templates/pilot-results-report) — Report · 5 slides: Pilot outcomes: before/after metrics, weekly trend, dollar impact and next steps. [Preview](https://app.naimi.ai/summit-gear-co-40f2e6)
- [New-client welcome pack](https://naimi.ai/templates/client-welcome-pack) — Onboarding · 4 slides: Post-signature onboarding: the team, a first-30-days plan, materials and contacts. [Preview](https://app.naimi.ai/ridgeline-outfitters-e843c0)
- [Case study — customer story](https://naimi.ai/templates/customer-case-study) — Case study · 5 slides: A customer-success story with a personalized projection of the client’s own numbers. [Preview](https://app.naimi.ai/summit-gear-co-a40c05)

[Browse all 21 templates →](https://naimi.ai/templates)

## Send this one personalized by tomorrow.

Change anything in Naimi Studio or with your own agent, then fill the client’s fields. Free plan, no credit card.

[Get started→](https://app.naimi.ai/app/signup) [See pricing →](https://naimi.ai/pricing)

**4.7**/5 · 500+ customers free plan · no credit card · cancel anytime