Quarterly Business Review Template Quarterly Business Review Presentation

Quarterly Business Review Template

Quarterly Business Review Presentation Components Two-slide summary for time-constrained presentations (optional) Current situation: – Strategy, Objectives, Resources – Competitive overview; product positioning What’s coming (Roadmap): – Current and upcoming customer problems being solved – Highlight any proposed or actual changes Ask for the support you need – Decisions, approvals, resources See the NOTES view in PPT for additional information 2

Summary Slide 1: Dashboard Revenue Market Awareness $5, 999, 000 + 10% Goal 3 pub articles 2 positive mentions Bookings Support Calls 500 new customers + 13% Goal 350 per day + 23% Goal Leads Ops Status 1, 400 leads - 15% Goal 99. 3% uptime -. 5% Goal 3

Summary Slide 2: Product Plan Update Market or internal changes What external changes have occurred and what do they mean for the product What internal changes have occurred and what do they mean for the product Resource requests What additional resources are needed to support the product 4

Product X Strategy, Objectives, and Resource Allocations 1 -sentence strategy summary Top objectives (no more than 3) Resource allocations (optional) 5

Dashboard Revenue Market Awareness $5, 999, 000 + 10% Goal 3 pub articles 2 positive mentions Bookings Support Calls 500 new customers + 13% Goal 350 per day + 23% Goal Leads Ops Status 1, 400 leads - 15% Goal 99. 3% uptime -. 5% Goal 6

Competitive Update Positioning statement (summarized) Key wins Current threats and responses 7

Roadmap Features Q 4 Features Q 3 Features Q 2 Q 1 Features… Highlights of Roadmap Changes or Proposed Changes • … • … 8

Ask What you need to implement next steps 9

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