What Does QBR Mean? Understanding Quarterly Business Reviews

4 min read

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jan 9th, 2025

Professionals who are in leadership, sales, and account management positions often engage in Quarterly Business Reviews (QBRs). However, any individual that has a customer-facing role should know why QBRs are important in the business world.

For example, QBRs are a perfect way to interact with customers, business partners, or key stakeholders on a regular basis. Transparent QBRs build trust between parties in a relationship as they show the steps a business is taking to meet goals for success and growth.

If you want to find out what is a QBR or how to improve business relationships, join us in the article below. We cover how QBRs can create a professional space to discuss the performance of a business partnership and how each party can gain value from the relationship.

Let’s get started!

What Does QBR Stand For?

The acronym QBR is commonly used for Quarterly Business Review. So, what does QBR mean in business? The term is used by professionals to classify business meetings they want to schedule with customers or stakeholders once per quarter.

In these meetings, business performance and progress are usually presented with plans discussed to hit certain goals. Typically in a QBR, the attendees will examine:

Key Metrics

Business Strategies

Data Insights

Then, all involved formulate strategies to align the business to new goals or figure out ways to tweak areas that need improvement.

How is QBR Calculated?

Although this is a popular question, Quarterly Business Reviews are not calculated. Instead, they are reviewed in a structured manner. The analysis conducted for a QBR is used to review the success of a company’s relationship with its customers or stakeholders.

For example, the business metric “revenue growth” could be analyzed and presented in a QBR. A calculator might be necessary. Here is the formula for measuring business revenue growth rates:

Formula to Calculate Revenue Growth Rate

QBR Ranking System

We would say, ranking systems in QBRs are more popular for various reasons, such as:

Assessing the Performance of a Business Relationship with Customers or Stakeholders

Setting Priorities for the Business to Tackle

Providing Criteria to Measure Business Improvements

There are many types of ranking systems within QBR practices. For example, if you would like to rank performance in a QBR, you can line up teams and partners from first to last in these various categories:

Revenue Growth

Profits

Meeting or Exceeding Financial Goals

What’s Included in a QBR?

If you are given the task of hosting a QBR for customers or stakeholders, you will need to create a presentation that holds everyone’s attention. For this reason, it’s good practice to highlight a few popular topics in a QBR presentation. You may use the following guidelines as a starting point to build your QBR presentation.

Begin with an Executive Summary to explain high-level points, like business wins or failures.
State the Business Goals that your company is working on for customers or stakeholders. You can also provide key performance indicators to this part of your presentation.
Add a What was Learned in the Quarter section to discuss the business roadmap. It will show the projects your teams are working on. You can also discuss when important assignments ran and why you had to implement them.
Your Future Plans section can explain which projects your company will continue running and the ones that will be discontinued. Here is a good time to present the projects you will START creating.
The Roadmap section should display the work your company will do in the next quarter.
An Appendix section is optional for a QBR presentation. If you have links that you would like to share with customers or stakeholders, this is a good place to insert them.

QBR Example

We understand that sometimes, a small thing can make a big impact. So, below you will find a simple illustration instead of a paragraph of text. If you prefer absorbing information in this way, feel free to use our infographic as a reminder of the topics you can include in a QBR session.

TITAN Ensures Salesforce Users Have Efficient Business Processes

There’s no denying that you need to be well-prepared for Quarterly Business Reviews. These meetings are serious and must present accurate data to customers or stakeholders. Your business reputation certainly depends on it.

If you want to ace your QBR presentations, you need to spend your energy on presenting well and analyzing data to have the best advice and answers ready for customers and stakeholders. The best way to maximize your time is to eliminate the manual tasks that are needed to host a QBR.

We suggest you check out Titan. Our platform can supercharge your Salesforce database with absolutely no coding skills required. For example, you can quickly create websites, portals, or complex forms to present your data. Our platform can easily sync your data between web projects and Salesforce to speed up your QBR process from end to end.

And we know that business data is sensitive. With Titan, your projects and data are secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks.

It does not matter which industry you work in, use Titan for Salesforce Experience Cloud, Health Cloud, Financial Services Cloud, and more!

If you want advice on how to upgrade your custom processes for QBR, give us a shout on one of our social media links below. Our platform bi-directionally transfers data to Salesforce, making generating documents directly from your CRM easy or collecting data using complex forms and surveys a breeze.

See you soon.

Titan Website

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