Quarterly Business Review (QBR)

Field	Value
Type	Skill Resource
Source	~/.copilot/skills/exec/assets/qbr_template.md
Description	Not specified

Source Content

Quarterly Business Review (QBR)

Customer: [Customer Name] Date: [QBR Date] Prepared by: [CSM Name] Attendees: [List attendees and titles]

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1. Executive Summary

Overall Relationship Status: [Green / Yellow / Red] Health Score: [Score]/100 Key Theme: [One sentence summarizing the quarter]

Quarter Highlights

• [Highlight 1: major achievement or milestone]
• [Highlight 2: value delivered]
• [Highlight 3: initiative completed]

Areas of Focus

• [Focus area 1]
• [Focus area 2]

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2. Value Delivered This Quarter

Business Outcomes Achieved

Objective	Target	Actual	Status
[Objective 1]	[Target metric]	[Actual metric]	[On Track / At Risk / Achieved]
[Objective 2]	[Target metric]	[Actual metric]	[On Track / At Risk / Achieved]
[Objective 3]	[Target metric]	[Actual metric]	[On Track / At Risk / Achieved]

ROI Summary

Metric	Before	After	Improvement
[Metric 1, e.g., Time savings]	[Baseline]	[Current]	[% change]
[Metric 2, e.g., Cost reduction]	[Baseline]	[Current]	[% change]
[Metric 3, e.g., Revenue impact]	[Baseline]	[Current]	[% change]

Estimated Total Value Delivered: $[Amount]

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3. Product Usage and Adoption

Usage Metrics

Metric	Last Quarter	This Quarter	Trend
Monthly Active Users	[Number]	[Number]	[Up/Down/Stable]
Feature Adoption Rate	[%]	[%]	[Up/Down/Stable]
DAU/MAU Ratio	[Ratio]	[Ratio]	[Up/Down/Stable]
Seat Utilization	[%]	[%]	[Up/Down/Stable]

Feature Adoption Breakdown

Feature/Module	Status	Usage Level	Notes
[Feature 1]	Active	[High/Med/Low]
[Feature 2]	Active	[High/Med/Low]
[Feature 3]	Not Adopted	—	[Reason / Opportunity]

Adoption Recommendations

1. [Recommendation for increasing adoption of underused features]
2. [Recommendation for enabling new use cases]

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4. Support Summary

Metric	This Quarter	Previous Quarter	Benchmark
Total Tickets	[Number]	[Number]	[Segment avg]
Avg Resolution Time	[Hours]	[Hours]	[SLA target]
Escalations	[Number]	[Number]	[Target: 0]
CSAT Score	[Score]	[Score]	[Target]

Open Issues

Issue	Priority	Status	ETA
[Issue 1]	[P1/P2/P3]	[In Progress / Pending]	[Date]

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5. Success Plan Progress

Current Success Plan Goals

Goal	Timeline	Progress	Status
[Goal 1]	[Date]	[%]	[On Track / At Risk / Complete]
[Goal 2]	[Date]	[%]	[On Track / At Risk / Complete]
[Goal 3]	[Date]	[%]	[On Track / At Risk / Complete]

Next Quarter Goals (Proposed)

1. [Goal 1 with specific measurable outcome]
2. [Goal 2 with specific measurable outcome]
3. [Goal 3 with specific measurable outcome]

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6. Product Roadmap Highlights

Recently Released (Relevant to [Customer Name])

• [Feature/enhancement 1] — [How it benefits them]
• [Feature/enhancement 2] — [How it benefits them]

Coming Next Quarter

• [Upcoming feature 1] — [Expected benefit]
• [Upcoming feature 2] — [Expected benefit]

Feature Requests Status

Request	Priority	Status	Expected Release
[Request 1]	[High/Med/Low]	[Planned / In Development / Under Review]	[Quarter]

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7. Growth Opportunities

Expansion Discussion Points

• [Opportunity 1: e.g., additional seats for new team]
• [Opportunity 2: e.g., new module that addresses identified need]
• [Opportunity 3: e.g., tier upgrade for advanced capabilities]

Estimated Value of Expansion: $[Amount] additional ARR

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8. Action Items

Action	Owner	Due Date	Priority
[Action 1]	[Name]	[Date]	[High/Med/Low]
[Action 2]	[Name]	[Date]	[High/Med/Low]
[Action 3]	[Name]	[Date]	[High/Med/Low]
[Action 4]	[Name]	[Date]	[High/Med/Low]

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9. Contract and Renewal

Contract Start: [Date] Renewal Date: [Date] Current ARR: $[Amount] Days to Renewal: [Number]

Renewal Readiness

• Value documented and communicated
• Executive sponsor aligned
• Open issues resolved or plan in place
• Pricing and terms discussed
• Expansion proposal prepared (if applicable)

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Next QBR Date: [Date] Next Check-in: [Date]