Quarterly business review template

Run a structured quarterly review: scorecard, finance, sales, customers, people, operations, risks and next quarter’s priorities.

A Word template for a quarterly review meeting with your team, board or adviser. It starts with a one-paragraph summary and a scorecard of targets against actuals, prompts a short review of each part of the business, checks last quarter’s priorities, and ends with three to five priorities and the decisions and actions agreed in the meeting.

Format: DOCX · Version 1.0 · Updated 2026-11-06

How to use it

Prepare it in the two weeks after each quarter ends (alongside your BAS), circulate it before the meeting, and keep each quarter’s copy to see trends.

Preview

Summary and scorecard

Overall result, biggest win and problem
Targets, actuals, variance and status

Business areas

Financial performance and cash
Sales and marketing
Customers
People
Operations and systems

Risks and lessons

Risks and issues table
Last quarter’s priorities and lessons

Next quarter

Three to five priorities with owners and dates
Decisions and actions from the meeting

Download Quarterly business review template

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