Quarterly Business Review Prep

J

Jordan Reyes

@jordan-reyes

·

Structure quarterly business review presentations for executive audiences

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Help me prepare a Quarterly Business Review presentation for {{product_area}}.

Time period: {{quarter}}
Audience: {{audience}}

Structure the QBR as follows:

**Executive Summary** (1 slide)
- Key wins
- Key challenges
- Outlook for next quarter

**Goal Performance** (2-3 slides)
- OKR scorecard with red/yellow/green
- Story behind the numbers
- What drove outcomes

**Key Initiatives** (2-3 slides)
- What shipped
- Impact observed
- Learnings

**Customer Insights** (1-2 slides)
- Voice of customer highlights
- Churn/retention patterns
- NPS or satisfaction trends

**Challenges & Risks** (1 slide)
- What is not working
- What are we worried about
- Mitigations in progress

**Next Quarter Preview** (1-2 slides)
- Top priorities
- Expected outcomes
- Resources needed

For each section, suggest 2-3 bullet points and data to include.

Details

Category

Productivity

Use Cases

QBR preparationExecutive reportingPerformance review

Works Best With

gpt-4claude-3
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Quarterly Business Review Prep | Promptsy