Maximize the value of your next Quarterly Business Review with this 60-Slide Library. Optimized for Enterprise Software and SaaS by Enterprise Sales Operations.
Free download available at www.EnterpriseSalesOperations.com
2. 4 QBR Templates
1. Sales
– Business Development
– General Sales, SaaS,
Major Accounts
2. Sales Management
3. Channel Sales
4. Monthly Operations
Review (12/2014)
EnterpriseSalesOperations.com
ESO Content Library
Download Area
(Click Icon above)
3. 4-Quarter Track Record
120
110
100
90
80
70
60
50
Q2 Q3 Q4 Q1
Sales Rep Name
Sales Rep Quota
Team Average
4. Opportunity Creation
30
25
20
15
10
5
0
Q2 Q3 Q4 Q1
New Opportunities
MQLs Received
SQLs Received
5. 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.
8. 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
9. Account Name Stage: 1
Overview
Compelling Event
Competition
Key Differentiator
Decision Makers
Steps to Close
Risks
Resources Needed
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.
25. 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
26. 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
27. Partnership Building
Autonomous
Selling
Co-Selling
Order Fulfillment
Technical Training
Lead-Sharing
Logo 2
Logo 1
Logo 3 Joint Value Proposition Logo 4
28. 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
29. New Accounts by Industry
0 1 2 3 4 5 6
Finance
Retail
Insurance
Consulting
Target
Wins
30. Additional Channel Slides (included)
Channel Template
• Partner Alignment
• 4-Quarter Track Record
• Partner Score Card
• Competitive Analysis
• Partner Comparison
• Voice of the Partner
• Program Summary
• Channel Initiatives
20-Slide Library
• Win-Loss Review
• Customer Mix
• Channel Mix
• Pipeline Quality
• Key Sales Initiatives
• Win-Loss Review
• Next Quarter Deals
• Steps to Close
HOW TO EDIT THIS CHARTCHARTS > EDIT > EDIT DATA IN EXCELor Right-Click > EDIT DATAfollow additional instructions for data entry
HOW TO EDIT THIS CHARTCHARTS > EDIT > EDIT DATA IN EXCELor Right-Click > EDIT DATAfollow additional instructions for data entry
HOW TO EDIT THIS CHARTCHARTS > EDIT > EDIT DATA IN EXCELor Right-Click > EDIT DATAfollow additional instructions for data entry
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HOW TO EDIT THIS CHARTCHARTS > EDIT > EDIT DATA IN EXCELfollow additional instructions for data entry
HOW TO EDIT THIS CHARTCHARTS > EDIT > EDIT DATA IN EXCELor Right-click > EDIT DATAfollow additional instructions for data entryCalculate Adjusted Average Win Cycle – Drag Indicator Line and Text Box to correct location on chart
HOW TO EDIT THIS CHARTCHARTS > EDIT > EDIT DATA IN EXCELfollow additional instructions for data entry
HOW TO EDIT THIS CHARTCHARTS > EDIT > EDIT DATA IN EXCELfollow additional instructions for data entry
HOW TO EDIT THIS CHARTCHARTS > EDIT > EDIT DATA IN EXCELfollow additional instructions for data entry
HOW TO EDIT THIS CHARTCHARTS > EDIT > EDIT DATA IN EXCELfollow additional instructions for data entryCalculate Adjusted Average Win Cycle – Drag Indicator Line and Text Box to correct location on chart