5. Opportunity Creation
30
25
20
15
10
5
0
Q2 Q3 Q4 Q1
New Opportunities
MQLs Received
SQLs Received
6. This a “Library” of slides.
For your Quarterly Business Review
template, choose the slides that will keep
the conversation focused on what is most
important to your business right now.
Mix and Match however you like.
7. Channel KPIs
0 1 2 3 4 5 6
Reference Accounts
New Logos
Forecast vs. Quota
3x Pipeline
Lead Generation
Web Traffic
Training Sessions
Target
Actual
9. Case Study Direct vs. Channel
0 1 2 3 4 5 6
Total Sales Cycle
Active Sales Cycle
Margin
Forecast Accuracy
Total Cost of Sale
Direct
Channel
10. Opportunity Timeline <Account>
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Timeline Title
1. Prospec
t
2. Qualify
3. Discove
r
4. Propose
5. Close
Verifiable Outcome 1
Verifiable Outcome 2
Verifiable Outcome 3
Verifiable Outcome 4
11. Clean format enables drag and drop
conversion into your company PowerPoint
Template.
12. Partnership Building
Autonomous
Selling
Co-Selling
Order Fulfillment
Technical Training
Lead-Sharing
Logo 2
Logo 1
Logo 3 Joint Value Proposition Logo 4
13. Alliance Partners
High Volume
Opportunistic Strategic
Low Volume
Logo 4
Logo 3
Logo 2
Logo 1
14. Partner Success Factors Force Rank Survey
0 1 2 3 4 5
Sales Support
Demand Generation
Joint Marketing
Industry Solutions
Margins
Importance
<my company>
Rank the factors that most impacted our
partnership over the past 90 days
15. Voice of the Partner
Question: How did your clients and prospects respond to the [most
recent] campaign about [business challenge}?
Partner Quote #1
“Quote goes here”
Partner Quote #2
“Quote goes here”
Partner Quote #3
“Quote goes here”
Partner Quote #4
“Quote goes here”
16. New Accounts by Industry
0 1 2 3 4 5 6
Finance
Retail
Insurance
Consulting
Target
Wins
17. Look for opportunities to use screenshots
from the reports and dashboards your team
can run from Salesforce.com to save time.
20. Q1 2014 Pipeline Health
Current Quarter Pipeline
Account Stage Amount Close Date Key to the Deal
Q1 2015 Forecast Opportunities
$100,000 June 30
Total Q1 2015 Forecast $1,000,000
Account Stage Amount Close Date Key to the Deal
Q1 2015 Upside Opportunities
Total Q2 2015 Upside $1,000,000