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10 Free Quarterly Business Review (QBR) Templates for 2024

ClickUp Contributor

February 13, 2024

Organizations are moving faster than ever, with more people, departments, and technology coming together to achieve big, aspirational goals. QBRs provide a structured forum for teams to align on goals , hold themselves accountable, collaborate, and drive continuous improvement.

By conducting regular QBRs, organizations can improve their performance , stay focused on their goals, and ensure they deliver value to their customers and stakeholders.

What is a QBR Template?

1. clickup qbr template, 2. clickup qbr lane board template (board view), 3. clickup qbr by category template (list view), 4. clickup quarterly business review with action items template (list view), 5. clickup quarterly report template, 6. clickup quarterly performance review template, 7. clickup quarterly roadmap template, 8. clickup quarterly financial report template, 9. slideteam powerpoint qbr template, 10. template.net microsoft word qbr template.

A Quarterly Business Review template is a structured document, dashboard, or presentation that is formatted for companies to easily review business performance over the past quarter and plan for the quarter to come. At a minimum, a typical QBR template will include an overview of key metrics , progress toward goals , updates on major initiatives, and any issues or challenges that need to be addressed.

Essentially, this type of template is designed to make quarterly business review meetings as productive as possible. The document should facilitate discussion among key stakeholders like executives, department heads, and team leaders.

At the end of each quarterly meeting, everyone should be on the same page and have a clear understanding of how the business is performing and what needs to be done to improve during the next quarter.

What makes a good quarterly business review template?

A good QBR template is like a report card for a company, offering a clear grade on company performance. However, unlike a report card, a QBR template is designed to distill the performance of the last three months into an action plan for what needs to be done to improve performance over the next three months.

Aside from just monitoring performance and account planning for improvement, the best QBR templates bring a business together, rallying executives, department heads, and team leaders around shared goals.

Whether you’re hosting your first QBR presentation or your hundredth, a solid template will make your QBR conversation, planning, and execution a regular value add to the business. Consider the following items below, which are core components any good QBR template should include.

  • Relevant Metrics: The template should include relevant metrics that help track the performance of the company. It’s important to choose metrics that are aligned with the company’s goals and objectives. For example, if you are managing a sales QBR, the template should include metrics related to revenue, leads generated, and conversion rates.
  • Clarity: QBRs include tons of data and info so your template needs to make all that complexity easy to read and understand. The ability to include charts and graphs will make your life much easier when trying to make information more visually appealing and easier to consume.
  • Actionable Insights: A QBR template should not only provide an overview of the company’s performance but also highlight key insights and actionable recommendations for improvement.
  • Flexibility: Priorities and strategies change quarter to quarter, and often even more frequently. Your template should be flexible enough to accommodate regular changes without requiring you to totally redesign how your quarterly report is developed.
  • Audience-specific: Finally, the QBR template should be tailored to fit the specific audience that will be reviewing it. This also gets at flexibility. Ideally, you shouldn’t have to create a different QBR report for each stakeholder, but rather simply filter and frame the same information in different ways for whoever is reviewing it.

Bonus: 30-60-90 day templates !

Why QBRs are important for your business

Quarterly business reviews are like the annual wellness exam you have with a doctor. Similar to how a doctor will run standard tests to check on your overall health or identify potential concerns earlier, a QBR assesses core operating and performance measures to get a regular pulse on the business.

A good QBR process helps a business achieve five things:

  • Performance review : Provides a regular opportunity for teams to review their performance against business objectives, goals, and metrics.
  • Goal alignment : Helps ensure all teams and departments are aligned with the company’s strategic objectives and priorities.
  • Team collaboration : This creates an opportunity for teams to collaborate, share best practices, and identify opportunities for improvement.
  • Customer focus : Reviews customer feedback and assesses the customer’s goals and satisfaction.
  • Continuous improvement : Drives continuous improvement by regularly reviewing performance, identifying areas for growth and development, and establishing action plans to improve performance.

10 Quarterly Business Review Templates

There are many different types of QBR templates available. Depending on your specific needs and goals, some templates here focus on financial performance, while others may be based on more qualitative measures—i.e. customer satisfaction or employee engagement .

Your QBR template should be tailored to your needs and goals, and it should be reviewed and updated regularly to continue to be effective. Here’s our list of 10 QBR templates you need to try out now:

To create visibility and coordinated action across a lot of moving pieces, the ClickUp QBR Template brings all essential business performance metrics, task statuses, and processes into a single hub. Because it is built in ClickUp, the template offers different views, filters, and visualization so that QBR information can be tailored to fit the reviewing needs of each stakeholder and team.

Built for flexibility as well as consistency, the template organizes QBR activities into five core custom fields: Status, Department, Type, Category, and Completion Rate.

For Status, activities are marked by “To do,” “In progress,” or “Complete,” giving everyone reviewing the QBR presentation an at-a-glance view of where each activity stands. The Department field makes it clear which function like the sales team, customer success, marketing, etc., owns and is responsible for executing and reporting on the activity.

Under Categories, each QBR activity is organized by “People,” “Process,” or “Technology” so organizations can easily identify the big bucket groups each activity and department are tracking up to. Within each Category, tasks are labeled with a “QBR type” that makes it clear if a task needs review, is causing an issue, represents new goals, or needs to become an action item for the future quarter.

Finally, each task has an associated Completion Rate so that contributors and viewers get a bird’s-eye-view of how much work needs to be done to close the activity.

Business priorities change regularly, making it important for teams to know what requirements are still in flight, which have pivoted, and which have been stopped altogether. Without clear alignment on current and future goals, teams can easily spend time on the wrong work.

Any QBR agenda should include ample time to review key performance indicators from the previous quarters and how those KPIs may influence changes to goals and priorities for the upcoming quarter.

To bake change conversations into QBR meetings, ClickUp’s QBR Lane Board Template organizes tasks into four descriptive categories: “ Start,” “Stop,” Continue,” and “Change .” The template uses a Kanban Board to create a clear, vertical view of each category so there is no guesswork required by decision-makers during the QBR presentation.

Items in the Kanban Board can easily be dragged and dropped into different lanes as business priorities shift, making it simple for teams to follow up on the next steps.

A good QBR review needs to present critical information in a way that allows decision-makers to review at-a-glance and respond quickly. Leaders need to know if an activity might affect sales performance, employee productivity, or even an important customer’s business.

When a QBR presentation just includes a bunch of data, tasks, and information, it’s hard to uncover the big picture. The ClickUp QBR by Category Template places each activity into the larger context of business priorities, by organizing tasks by “People,” “Process,” or “Technology.”

Seeing how each activity impacts one of the three core components of the business can better answer key questions like, Do we need to focus more on employees and culture? Is there risk in our organizational operations? Are there gaps in our tech stack or infrastructure?

An effective QBR meeting should not only provide an overview of a company’s key performance indicators but also uncover key insights and actions to tackle before the next QBR meeting.

In fact, ClickUp’s Quarterly Business Review with action items template does just that. Based on the “OKR Type” Custom Field, the template only highlights items from the QBR meeting that are identified as “Action Items.” These action items are then organized in a List view by their respective statuses: “To do,” “In progress,” or “Complete.”

Within the easy-to-scan Action Items List View, decision-makers can see the activity driver, which team is responsible for the activity, and the completion rate of each activity. This bird’s-eye-view of action items makes it easy for leaders to assess what activities need attention and who to work with to make sure action is taken.

ClickUp Quarterly Report Template

A key part of QBR meetings is assessing company financials, including expenses, revenue, and cash flow. This is especially important for sales QBRs, customer success QBRs, and marketing and HR QBRs. By compiling and reviewing the financial information , business leaders can assess the company’s financial health by looking at its financial key performance indicators.

The ClickUp Quarterly Report Template creates a quarter-over-quarter view of company financials, breaking profit and loss (P&L) into four categories: Indirect cost, revenue, billings, and cash flow.

Working with finance data, you’re going to need to do a lot of math. The template includes directions for key formulas so you can easily automate important calculations like annual averages, pacing, and whether P&L is on or off track.

Creating financial transparency across business functions is key to building strong relationships between department leads and the finance team. Reviewing quarterly finances helps functional leaders get better at forecasting their team’s expenses and makes it easier for them to get approval for new investments and budgets.

ClickUp Quarterly Performance Review Template

Quarterly reviews offer an opportunity to build relationships across the organization and within each team. This is done through deep-dive employee performance reviews. Tying employee performance to business goals ensures everyone works toward the same objectives.

For instance, organizations are tirelessly trying to create customer value, so it makes sense that the performance of customer success managers and sales managers is tied to that goal. Those goals could be anything from prioritizing top deals from new customers, developing a training program to build stronger customer relationships, or simply improving a sales pitch.

Whatever an employee is being rated on, tying it into overarching company goals, it makes it easier to provide tangible feedback and create a sense of ownership from employees as they can see how their work is supporting the business.

The ClickUp Quarterly Performance Review Template makes it easy to connect employee performance to business performance. The template focuses on four review categories: Performance overview, goal achievement, process improvement, and work ethic. Each section comes with pre-formatted components to grade output from “excellent” to “poor,” as well as a section for managers to include detailed, bulleted feedback explaining the rating.

At the bottom of the performance review template is an acknowledgment section where both employee and manager include their overall comments and as well as their signature confirming they have read and committed to the review.

ClickUp Quarterly Roadmap Template

Effective QBR meetings will turn into robust action plans for the upcoming quarter. To make sure these actions are hit by the next QBR, teams need a clear roadmap.

The ClickUp Quarterly Roadmap Template uses a timeline view that groups necessary future actions into standard initiative categories and the month they are to be completed. For example, if upcoming features need to be released at a certain time for the next customer success QBR, that can be included in the template under “Research” and “Software” and set to deploy the month before the next QBR meeting.

By organizing quarterly goals into a roadmap, organizations can continue to build strong relationships across functions by developing a shared language and timeline around when and what they need to deliver .

ClickUp Quarterly Financial Report Template

We touched on financial reporting in template No. 5 above, but ClickUp’s Quarter Financial Report is a very deep dive into a company’s financial performance.

Now this is serious business. A Quarterly Financial Report, or QFR, is a compilation of unaudited financial data, like balance sheets and income statements, that are published by businesses every three months. These reports may also include year-to-date and comparative results like comparing the same quarter from the previous year to the current quarter.

ClickUp’s Quarterly Financial Report Template creates an at-a-glance view of quarter-over-quarter revenue and as well as expenses. For example, revenue is broken down into categories like “Service Fees,” “Product Sales,” “Interest Gain,” etc., with sections for year-to-date totals as well as increase and decrease indicators.

Context is always important when dealing with financials. The template also includes a section for highlights and lowlights from a sales, productivity, and budget perspective . This helps make sure your QBR presentation provides enough context for decision-makers to make sense of the data.

SlideTeam PowerPoint QBR Template

If PowerPoint is still your preferred method of managing your quarterly business reviews, this presentation template from Slide Team has you covered. This template comes with 80 ready-made PPT slides that allow you to plug and play with your quarterly highlights, key developments, financial summary, cash flow statements, and much more.

The presentation template also comes with sample slides to incorporate related topics into your QBR meeting like a product roadmap , SWOT analysis , org charts , and other topics that bring relevant but not recurring information into your meetings .

Template.net Microsoft Word QBR Template

If you are a Microsoft Office loyalist, you can get started with this Template.net Microsoft Word QBR Template. It takes a 30,000-foot view perspective of QBRs, with a focus on grading key performance indicators like profits execution, strategic alignment , development, and resource management.

The template also includes a comments section for reviewers to make recommendations on what needs to be done based on the above KPI assessment.

Get Started With the Right Template to Kick Off Your Next QBR

QBR meetings come in many different shapes and sizes. But the goal will always be the same – identify concerns and learnings from the previous quarter’s performance and develop an informed action plan for the next quarter.

Finding the right template for your next QBR presentation can make all the difference to align your team and hitting your goals.

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Quarterly Planning: A Guide With Best Practices (+ Free Template)

Download our free Quarterly Plan Template Download this template

Your quarterly plan is not just a piece of paper, but a crucial roadmap for executing your business strategies effectively. Without a solid quarterly plan, meeting management expectations becomes a game of chance. 

In this article, we'll show you how to view quarterly planning as a powerful amplifier of successful strategy execution, rather than just a box to check off.

We'll also provide you with best practices, tips, and a free template to simplify your quarterly planning process. With the right mindset and approach, you'll not only meet management expectations but unlock your team's full potential to deliver business results.

Free Template Download our free Quarterly Plan Template Download this template

What Is Quarterly Planning?

Quarterly planning helps organizations and team leaders set short-term goals, allocate resources, and monitor progress within a three-month timeframe.

When done correctly, it should link short-term execution and long-term vision, maintain execution momentum, and ensure that teams deliver results while aligning with the business’s desired outcomes.

✅ Effective quarterly planning should serve as a signpost that keeps your strategy execution focused, flexible, and on track.

❌ Quarterly planning shouldn’t be an exercise that’s forgotten as soon as you walk out of your quarterly planning session.

Adopting the second approach can lead to unintended consequences and has hidden costs:

  • Prioritizing short-term thinking over strategic thinking:  Focusing on short-term wins prevents the business from achieving long-term sustainable success and causes misalignment at different levels of your organization. Put simply, if you focus on chasing your tail, how will you realize you’ve been running in circles?
  • Inflexibility: Quarterly plans set in stone and forgotten until the next scheduled quarterly review often result in missed opportunities. New ideas get shunted to the side, innovation becomes a dirty word, and teams repeat cycle after cycle of mediocre performance and “acceptable” growth.
  • Lost time: When a team is focused on creating a perfect plan, the minutiae of planning take precedence over outcomes. As a consequence, you spend too much time on planning instead of moving into execution ASAP and iterating as you go. Remember, adapting plans is better than missing opportunities.

📚 Recommended read: Strategy vs Execution: How to break out of the strategy planning trap

Benefits Of Quarterly Planning For Strategy Execution

As an instrument of strategy execution, quarterly planning provides several benefits, such as:

  • Strategic direction: A well-executed quarterly planning process will keep your organization focused and help everyone at all levels of the organization from the start until the end of the quarter.
  • Alignment between business goals and teams: Proper quarterly planning ensures that all team members work together towards the same objectives, that projects make strategic sense, and that quarterly goals consistently add to long-term objectives.
  • Maintained execution momentum: Quarterly planning can help maintain momentum as you progress through the year. It can be immensely helpful if you need to adapt your approach in the face of uncertainty and challenges.
  • Increased engagement and ownership: Quarterly planning meetings are an ideal way to involve team members in the planning process, increase buy-in, and boost engagement and accountability for progress.
  • Better resource allocation: Your strategic planning needs to be turned into digestible steps. This means considering your organization's business needs and capabilities. Quarterly planning makes it easier to adjust and allocate resources more effectively, ensuring that the most important initiatives receive the attention they deserve.

6 Best Practices To Get Quarterly Planning Process Right

A quarterly planning process can magnify team efforts and organizational performance when viewed as part of strategy execution. But, as you revamp your approach, consider the following tips to help you avoid the common pitfalls many businesses face:

1. Reverse-engineer your goals

This step involves working backward from your desired outcomes or the “big-picture” to create an effective quarterly strategy.

Go over the most critical strategic objectives and initiatives for the year and ensure they’re top of mind as you brainstorm for the next quarter's priorities.

For example, if the company’s annual goal is to increase revenue by 20%, start with this objective and break it down into smaller quarterly goals that align with your long-term goal. Then, assign projects, initiatives, and owners to drive accountability and progress toward results.  

📚 Recommended read: The Right Way To Set Team Goals

2. Conduct a "lessons learned" review

A "lessons learned" review is a simple but powerful idea often overlooked. It may not always be fun, but learning from the wins and failures of the past quarter can be a huge asset to improving your strategy next quarter.

👉Here’s how Cascade can help you:

Want to get the most out of your lessons learned session? Combine it with Cascade’s strategy reports to benchmark your performance against set targets and KPIs, dig deep into your underlying causes for wins and failures, and identify areas to optimize in the future. You’ll be able to generate in-depth reports and give context to your data. 

3. Incorporate a "war game" exercise 

"War gaming" is a simulation exercise to stress test your strategy against different outcomes. It’s an excellent way to let your teams examine and try out different approaches in a no-risk environment.

For example, you can use it to assess the potential impact of a disruptive move by a competitor in the market and develop strategic responses to mitigate risks and exploit opportunities.

When you incorporate this practice into your quarterly planning, you promote cross-functional collaboration , critical thinking, and decision-making among the senior leadership team, ultimately enhancing the agility and competitive advantage of your company.

4. Encourage cross-functional collaboration

Quarterly planning should involve all departments and stakeholders in the execution of your strategy. Planning and strategizing in silos limits your goals and hampers effective execution. Foster a culture of collaboration and communication to ensure strategic alignment and buy-in for the strategy.

📽️ Recommended video: How to generate alignment across teams (with Miles Wilson, Managing Director at Red Bull, and Jordan Colreavy, Head of Category Strategy at L'Oréal)

5. Adopt a "Growth" mindset

When you’re tied to a rigid quarterly plan, you’re missing out on the opportunity to adapt and adjust your strategies in response to new information and changing circumstances. Instead, you should remain open to adjusting your plans based on new information, insights, and feedback.

One way to put this into practice is to establish regular check-ins throughout the quarter to review progress and make any necessary adjustments to your strategy. Waiting until the quarterly meeting to review progress and find out something isn’t working can result in delays of up to three months, which can be detrimental to the overall success of your strategy.

Unfortunately, only 18% of team members are looking at progress weekly ( according to the survey of 1,750 people ), which is a shame because this can have a significant impact on the execution of your quarterly strategy. You need to keep your strategy top of mind throughout the quarter. 

With Cascade’s dashboards , you can keep your strategy execution front and center, no matter what else is going on. With real-time performance updates and customizable data visualizations, you can easily track progress, identify roadblocks, and make adjustments on the fly. No more waiting until the end of the quarter to find out that you've gone off course. With Cascade, you can stay on top of things every step of the way.

Finance KPIs dashboard in cascade

6. Measure progress against long-term business objectives

Instead of solely focusing on short-term performance in your quarterly planning, measure progress against your long-term goals to ensure progress toward your overall vision . This will help you stay focused on your long-term objectives while still achieving short-term wins.

👉Here’s how Cascade can help you: 

In Cascade, you can link short-term goals and projects with long-term strategic objectives and measure progress. You can even break down your annual plan into smaller quarterly objectives and ensure everyone is working toward common goals.

Alignment Objective Sidebar in cascade

No matter which goal-setting framework you prefer, Cascade has your back. Whether you prefer Objectives and Key Results (OKRs) , Cascade model , V2MOM , Hoshin Kanri , or Balanced Scorecard , we've got you covered. But we don't stop there. 

With Cascade , you can even customize your plan to match your preferred terminology and structure. That's right, with Cascade, you call the shots. Our powerful platform works for you, not the other way around.

Key Elements You Should Have In Your Quarterly Plan

A well-crafted quarterly plan that is strategy-focused should boost the impact of your team’s efforts and ensure repeatable outcomes. Therefore, it should incorporate the following two groups of elements:

High-level planning

A past performance overview: To break free from repetitive cycles, you need to understand your previous quarter's performance and identify areas for improvement.

Capability assessment: Evaluate your team's strengths and weaknesses to align them with your strategic objectives.

Company goals: Integrate your company's long-term goals into your quarterly planning to focus your efforts and contextualize priorities within the bigger picture.

Key elements in your quarterly plan

Focus areas: Identify and articulate focus areas for the quarter to bridge the gap between long-term goals and immediate objectives set for the next three months.

Quarterly objectives and goals: Define the outcomes your organization or team aims to achieve within the quarter and collaborate with your team members to set action steps to achieve them.

Metrics: Determine the quantifiable measures your organization will use to track and assess short-term and long-term performance. These can be further broken down into time-bound targets, known as measures, within each quarter.

Owners and contributors: Assign ownership to key people responsible for achieving outcomes in the upcoming quarter. Your project or initiative owners will ensure that targets are met and that there is accountability if something goes wrong. 

Timeline: Create a timeline of expected dates, dependencies, and milestones to ensure your teams understand the expectations around how the quarter should progress.  

📚 Recommended read: How To Write A Strategic Plan That Gets Results + Examples

Develop Your Execution-Ready Plan With Our Quarterly Planning Template

If you want to leverage your quarterly planning as an amplifier for your strategy execution, here's how to use our template to get started:

1. Get your quarterly plan template

To get started with your quarterly planning template, click on the link below. 

👉Get your free quarterly plan template. 

Once you’ve signed up, your template will automatically be loaded on your platform workspace, ready to use. It’s as easy as that.

2. Customize your template

Next, customize your quarterly plan to fit your strategic objectives and goals.

Adjust the prefilled focus areas, goals, actions, and metrics in your quarterly plan according to your business needs. You can also modify dates, project titles, and specific initiatives to align with your goals.

3. Integrate Cascade with your data sources

With Cascade, you have two options to track your KPIs: manually and automatically . 

The latter option is far more efficient, as it simplifies data collection and ensures you're working with accurate and up-to-date data. 

By integrating Cascade with your favorite project management and business tools, such as Excel, Google Sheets, or your CRM, you can easily import your KPI data and keep your team in the loop. 

No more worrying about manual data entry or inaccuracies—let Cascade take care of the hard work for you.

4. Bring in your team members

Send an invite to your team members to collaborate on shared KPIs and ensure everyone is on the same page. 

With Cascade, you can assign roles and responsibilities, set up notifications, and communicate with your teams in one place.

5. Manage your quarterly performance proactively

If you want to help your organization perform at its best and achieve better outcomes, quarterly planning shouldn’t be a static set-and-forget document.

It should help you answer key questions about your execution, like:

  • Are we going in the right direction?
  • Are we still on track?
  • Do we need to adapt?
  • Are we still aligned with business goals?

Once your quarterly plan is done and ready to launch, share it with your stakeholders to bring everyone on the same page, and start using Cascade as the command center of your execution.

Speed up reporting: Leverage Strategy Reports to create concise and accurate documents about how your teams are progressing. 

Monitor what matters: Set up custom dashboards with real-time updates of relevant KPIs to keep your finger on the pulse of your execution.

Simplify complex strategic initiatives with visualizations: Utilize the Roadmap view (Gantt-style chart) to communicate priorities, monitor outcomes, and track deadlines and projects.

✨ More related templates:  

  • Annual Strategy Planning Template
  • Quarterly Business Goals Plan Template
  • Quarterly Strategy Plan Template

Plan And Execute Your Strategies With Cascade 🚀

Whether you want to utilize quarterly business planning as a condensed version of your annual plan or turn it into a short-term strategy execution tool, it’s completely up to you.

But shifting your mindset around quarterly planning from a goal-setting exercise to a strategy execution initiative can transform your quarterly planning process. Try it out and see for yourself.

Ready to get started? Sign up for a free account and get your quarterly plan template today . 

FAQs About Quarterly Planning

What is the difference between quarterly and annual planning.

Quarterly planning focuses on setting goals , allocating resources, and monitoring progress over a three-month period. In contrast, annual planning encompasses the organization's high-level strategic goals and priorities for the entire year.

What is the difference between a sprint and a quarter?

A sprint is a short, time-boxed period, typically 2–4 weeks, to complete a specific set of tasks or deliverables. On the other hand, a quarter is a three-month period to set and work toward broader strategic objectives.

How do you plan a year in quarters?

To plan a year in quarters, a good start is to use a "now, near, far" framework for prioritizing goals and initiatives. This is a simple approach to identify what you’ll need to accomplish now (short-term), in the near future (medium-term), and far (distant future). 

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Free QBR and Business Review Templates

By Kate Eby | June 25, 2018 (updated October 20, 2022)

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Companies like Google and Intel use a form of goal planning and a business leadership process to identify OKRs, the objectives and key results that drive internal performance, build customer relationships, and deliver growth. The quarterly business review (QBR) meeting is the delivery platform to discuss and set OKRs and measure and grade performance as determined by a company’s overall mission and values. This article features an overview of QBR meetings, including expert business review planning and presentation techniques. You’ll find a variety of free QBR templates to use, so you can spend less time preparing for your presentations and more time managing your business.  

Customer QBR Meeting Preparation Checklist

Use this checklist to help you prepare a QBR meeting presentation that captures your customer’s attention and demonstrates your commitment to honor their valuable time.

Customer QBR Meeting Preparation Checklist

‌ Download Customer QBR Meeting Preparation Checklist

Supplier QBR Template

Supplier QBR Template

QBR meetings provide a place and time for suppliers and customers to build a strategic relationship that benefits both parties. Use this supplier QBR template to measure the quantitative value that your managed service providers and vendor partners offer your business. If you’re the supplier, use this template at your next QBR to take a proactive role as a valuable business partner by establishing your customer’s return on investment.

‌   Download Excel Template Try Smartsheet Template   ‌

Annual Business Review Template

Annual Business Review Template

Use this annual business review template to compile the key results of your quarterly business review meetings and prepare your presentation. This template is designed as a formal presentation to discuss key business objectives and results. Customize the slides outlined to deliver a concise, impactful review of past performance and articulate future goals for the year ahead.

‌ Download Annual Business Review Template – PowerPoint

Small Business QBR Template

Small Business QBR Template

Running a small business requires the optimization of time and money — hold your suppliers to the same standard with this template. Use this form to organize information about the products and services your key vendors provide. Also use it to facilitate critical quarterly checkpoint meetings in order to grade the relationship based on results.

Download Small Business QBR Template

Excel | Word

Executive QBR Template

Executive QBR Template

Use this customizable QBR slide deck to present to executive leadership. It is designed to present the most vital information up front and to summarize objectives and key results to busy executives with tight schedules. This template is perfect for remote online meetings that use video conferencing software. It’s also ideal for a less-than-captive audience.

‌ Download Executive QBR Template – PowerPoint

Sales QBR Template

Sales QBR Template

Sales professionals need an effective QBR business planning process to execute quarterly sales goals and measure the results of their sales team’s efforts. Share this customizable QBR slide deck outline with your team to elevate performance and establish accountability. They can easily modify each slide to present essential information about their market or customers and plan next steps to be reviewed at the next QBR meeting. Adjust the slides and craft a QBR presentation for your customers.  

‌ Download Sales QBR Template – PowerPoint

What Is a QBR Meeting?

The purpose of a QBR meeting is to communicate business-related goals, determine OKRs to measure success, and build relationships with customers or employees. The meeting is most effective when conducted face to face, but technology, the growth of global business, and the increase in geographically distributed teams make remote QBR meetings a popular option.

Internal QBR meetings happen at every level, from executive leadership to product teams. As an external communication tool, the QBR meeting is an opportunity for customer success managers (or related sales and marketing professionals using strategic account management) to discuss KPIs and return on investment (ROI), sign sales contracts, or negotiate service renewal agreements with customers.

What to Include in a Sales QBR

Determining business goals and using key customers to identify the desired results of your efforts are just the beginning of effective QBR planning. Resist the urge to think in a vacuum when creating your slide deck. Consider the customer. Don’t treat the QBR meeting like any other sales call by focusing on complaints, reviewing past performance, etc. Instead, create a customer-oriented agenda and share it with them prior to the meeting.

The agenda of your sales quarterly business review might include the following topics:

Status of outstanding business from previous meeting

Review of program objectives

Performance results and improvement

News and updates on products and services

Future business opportunities

Items from last meeting

Sales and marketing program metrics

Scorecard review (Customer Health Index or Net Promoter Score)

Support ticket review and resolution metrics review

Benchmarking

Customer support desk review

Onboarding and training

Product roadmap and feature development

License renewals and service contracts

Summary of meeting and commitments

Scheduling of next QBR

Guide to Effective Customer QBR Meetings

Nancy Duarte

Nancy Duarte  is Principal at  Duarte, Inc ., a company that helps “write, design, and deliver groundbreaking stories and visual presentations for every occasion.” The following tips were inspired by Duarte’s experience and recommendations from her book  Harvard Business Review Guide to Persuasive Presentations . Use them to plan and deliver a compelling presentation to your customer at the next QBR meeting.

Audience over Ambitions : Duarte points out that your audience has the power, not you. Look past your ambitions for the meeting and prepare a presentation that takes into account who is in attendance, their valuable and limited time, and what each individual customer needs from the QBR meeting. Duarte recommends giving your customer a gift in the form of unique insight or information, providing them with a new skill or mindset to achieve their business goals, and seeking opportunities to get “unstuck” with a solution if there is a problem with their products, services, or operations.   

Filter Big Ideas : As the name suggests, the QBR is about reviewing past performance, but most customer QBR meetings are scheduled for one hour. That doesn’t mean you shouldn’t take the opportunity to present ideas for how to build future business with your customers and add value to the discussion. Duarte is a proponent of filtering big ideas. “If you don’t filter your presentation, the audience will have to, and people will resent you for making them work too hard to identify the most important points,” she writes. This advice is especially relevant for QBR meetings that can quickly devolve into problem solving and complaint resolution sessions before you have time to present your ideas.

Anticipate Adversity : According to Duarte, as a presenter, you’re frequently creating resistance to your message and ideas. QBR meetings are not an opportunity to troubleshoot customer service issues or the performance of your product and services. Duarte suggests preparing for different types of resistance (logical, emotional, practical) by anticipating and addressing your customer’s concerns before they become roadblocks to your meeting. Consider opening the meeting agenda with a statement acknowledging the issues and when they will be addressed during the presentation. “By showing that you’ve considered opposing points of view, you demonstrate an open mind — and invite your audience to respond in kind,” she writes.  

Golden Rule : The motto at Duarte, Inc. is, “Never deliver a presentation you wouldn’t want to sit through.” Rehearse your presentation before the QBR meeting. Have a colleague or manager analyze your slides and delivery and provide some feedback. Duarte recommends preparing a shorter version of your presentation in case something goes wrong and time is cut short by an interruption or technical glitches. Your customer can tell if you try to wing it, and they will feel slighted. “It sends the message that you don’t value them or their time,” she writes. “Perhaps most significantly, rehearsing frees you up to be more present in your talk and to fully engage with the people in front of you,” she continues. This creates more opportunities to build future business, ask for recommendations, and schedule your future meetings with the customer.

Quarterly Business Review FAQ

Preparing for and delivering an effective quarterly business review doesn’t have to be a daunting task. Here’s a look at some of the key questions about QBR meetings.

Does Every Customer Get a QBR?

QBR meetings foster relationships between you and your customers, reinforce the value of your products and services, and invite honest discussion about the ROI and the likelihood of renewing business agreements. Every customer that you want to provide this opportunity to is a candidate for regularly scheduled quarterly business reviews.

What Is the Best Strategy for Successful QBR Meetings?

Suppliers and vendors that operate under managed service provider (MSP) contracts leverage the QBR meeting as a strategy to manage expectations and learn how to improve, discuss the customer’s business goals and desired results, and understand the problems that customers try to solve in order to support future business plans. If you prepare and practice accordingly, your QBR meetings create a competitive advantage for you to transform customer relationships into win-win partnerships.

Where Do I Host a Customer QBR?

The likelihood of keeping a consistent, face-to-face QBR meeting on your customer’s calendar every 90 days is slim. Meetings get canceled, key customer contacts change, executives need flexibility to meet via video conference, etc. Plan your QBR presentation with the location in mind, and be flexible with where you host your meetings. Invite your best customers to meet on site at your office, and host the meeting over breakfast and coffee. Prepare a slide deck and online meeting agenda, so you can offer these elements as a hosting option for busy customers.

When Do I Schedule My First Customer QBR?

The answer depends on the product and service you provide. Schedule the first QBR after the customer is onboarded and has time to implement and assess your business and value. Coordinate the details for this meeting when you close the deal, and sign contractual agreements when you have the customer’s attention. This demonstrates that you are committed to delivering value and a return on the customer’s investment and will sit down with them every 90 days or so to review the results of this commitment.

Who Do I Invite to Participate in a Customer QBR?

Schedule your customer QBR meetings to include decision makers from both sides, including management and executive leadership when possible. Make sure you know who is attending each QBR meeting ahead of time, and plan your presentation based on the audience.

Does My QBR Presentation Need to Include Images and Charts?

According to Nancy Duarte, the most effective presenters think like designers. “Each slide should pass what I call the glance test: People should be able to comprehend it in three seconds,” says Duarte. “Think of your slides as billboards. When people drive, they only briefly take their eyes off their main focus — the road — to process billboard information,” she adds. Images and charts improve your audience’s cognitive response to your message. Use them in your QBR presentation to maximize your time and deliver crucial information your audience will remember. You can find free, ready-to-use drag-and-drop software, like the Onomics charting tool available from Priceonomics , to help you design a slide deck like a pro.

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Quarterly Planning: 6 Things to Include in Your Quarterly Plan in 2024

quarterly business plan ppt

Table of contents

We are in the last quarter of 2023, which means it’s time for new beginnings – especially for your business. 

With hurried planning underway, you might be playing the long game, intending to plan ahead for the next 12 months. But for some teams, quarterly planning is much preferred to developing a full annual plan of action. 

To find out whether quarterly planning or annual planning is more your speed, we’ve dissected quarterly planning to help you make business decisions more easily. Learn about the following by jumping ahead: 

What is Quarterly Planning?

Why is quarterly planning important, quarterly planning vs. annual planning: what’s the difference.

  • 6 Things to Include in Your Quarterly Plan

quarterly business plan ppt

Quarterly planning is a strategic approach to planning key performance indicators (KPIs) , objectives and key results ( OKRs ) for your team. Quarterly planning is a way to break annual planning into smaller parts, meeting once every three months (four times per year) to set goals, establish metrics, and review the previous quarter’s achievements and points of growth. 

Depending on how your company counts quarters (beginning in January or beginning in February), a quarter consists of three month periods multiplied by four periods per year to equal a full 12 months in a year. 

Here’s an example of how quarters might be broken down at your business: 

  • Quarter 1: January, February, and March (ends on March 31st) 
  • Quarter 2: April, May, and June (ends on June 30th) 
  • Quarter 3: July, August, and September (ends on September 30th) 
  • Quarter 4: October, November, and December (ends on December 31st) 

In shorthand, business professionals might reference a quarter by the letter Q plus the quarter in reference. For example, planning for the months of July, August, and September would be Q3 planning . 

If you’re a fan of efficiency and keeping your team well on their way to hitting goals, you probably care about quarterly planning. We’ll get into the specifics in a bit, but quarterly planning is an easier way to track long-term goals over a shorter time period. It’s also a good idea if you have shorter-term plans in progress that need to be checked on regularly. 

It’s easier to track the progression of goals over a 90-day period than over 365 days (for an annual planning strategy). Quarterly planning fuses the structure of an annual plan with the immediate gratification of right here, right now results that business leaders love to see. 

Eric Jones of Couture Candy reiterates this well: “A quarterly planning meeting sets the tone of objectives for the next quarter. It’s important to revisit annual plans and break down the goals into smaller chunks because it helps teams to review targets and benchmarks in quarterly plans. You can also recap the last quarter to identify mistakes, efforts, and achievements that will further help in deciding the best plan of action for the upcoming quarter.” 

Instead of waiting 6 or 12 months to go back over wins and losses from the year prior, it makes more sense to break down evaluation and revision of goals into shorter time frames.

Reviewing the past quarter (three months) will take less time to do than 12 months over the past year. Plus, shorter time frames (90 days) means less wiggle room or time to procrastinate on big-picture projects.

It gives team members structured guidance without too much freedom of time to play with and forget about meeting goals and deadlines on time. 

Now, let’s go over the pros and cons of both quarterly and annual planning to see which is more closely aligned to your business needs. 

Quarterly and annual planning have the same end goal: planning metrics and a look-ahead at the months ahead (whether that entails three or 12 months ahead). So you might be wondering how one is better than the other, and why one might be a better choice for your team. 

Quarterly planning focuses on goal-setting initiatives for a three-month time period four times per fiscal year, often focusing on shorter-term goals that can be achieved in less time.

Annual planning focuses on goal-setting initiatives for a 12-month time period one time per year, often focusing on longer-term goals meant to be achieved over a long period of time. 

Quarterly planning embeds urgency for tasks to be completed in full over a shorter time frame. These plans are often more specific and time-sensitive than those in an annual plan. Quarterly planning gives teams time to focus on goals that need immediate attention and can usually be implemented within a 90-day time frame.

Annual planning is often less urgent because larger tasks can be completed in smaller stages over an extended period of time. These tasks and goals often affect larger company initiatives and require more well-thought-out strategy that remains in place for a longer frame of time. 

While each team is unique, smaller teams might benefit more from quarterly planning as long-term initiatives and lookaheads might not be as feasible to predict as in a larger, enterprise-level business. Still, let’s go over what a quarterly plan consists of to see if it’s right for you. 

6 Things to Include in Your Quarterly Plan 

Now that you’re informed about what a quarterly plan is, it’s time to create one for your team.

Before we get started, data shows that the most important things to include in your quarterly plan are outcome goals (17%), upcoming quarter initiatives (16%), a recap of the last quarter (16%), and goals for the coming quarter (15%), with project process, timelines, and owners coming in as the next three most important metrics to track.

quarterly planning data levels of importance

We’ve asked seven experts to chime in about what the six most important inclusions for a quarterly plan are:  

  • A thorough review of the previous quarter
  • Key focus areas for the upcoming quarter
  • Risks and opportunities of planned goals
  • Team plans that pertain to overall company goals
  • Stretch goals to see how ambitious your team can be
  • What your customers felt and said over the last quarter

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1. A thorough review of the previous quarter 

Before you can even think about planning for the next quarter, you have to review the most recent quarter that has passed. Reviewing and analyzing the last 90 days is the only way to accurately project and predict business needs for the coming 90 days. 

Arnas Vasiliauskas of Carvertical agrees. They note: “The most important thing to include in every quarterly planning document is a review of the last quarter. This is important because from here, you’ll know if your strategies were effective and you can use this information when planning your next steps for the coming quarter. Also, by reviewing the past quarter, you can also find out which goals were not achieved, and you can incorporate them into your goals for the next quarter.” 

Vasiliauskas brings up a good point. Once you know where your team faltered, you’ll be able to include missed goals into the coming quarter’s plan. Even if your metrics seemed out of reach, you can recalculate them so that your team is more likely to hit whatever goals were unreachable in the past quarter. 

2. Key focus areas for the upcoming quarter 

It might seem obvious, but to plan goals accurately for the upcoming quarter, you need to establish what the most important key focus areas are for your business in the quarter that follows. 

Peter Horne of Geoff McDonald and Associates notes, “It’s important to include three focus areas for the business to spotlight during the next quarter. While taking care of your day-to-day operations is important, focus areas will help you to grow in these areas and help as you scale and develop your operations. Picking your focus areas will help you to invest your resources intelligently in the most efficient areas.” 

But this might lead you to think that every business area should be a point of key focus. On the contrary. Horne suggests choosing only 3 focus areas to not spread your team’s priorities too thin. It makes sense to only have a few focal points to accurately track their progress over the next 90-day period. 

3. Risks and opportunities of planned goals 

This one might be less obvious than some of the others, but instead of planning sky-high KPIs for the next 90 days, you should also evaluate (and actually present) the risks and opportunities for your intended goals. 

Often, we bring only the opportunities and projected upward trends we anticipate coming from the next quarter’s goals. But this isn’t the best plan of action. 

Robert Rand of JetRails says to include what might go wrong as well as what you hope to get right. Rand notes: “Rather than only look at goals and aspirations, I also include blockers that have either impacted progress in the past, or that could impact success in the future. By getting these roadblocks out in the open, it’s easier to work as a team to avoid them and/or to reshape goals and tactics to achieve meaningful progress.” 

Transparency with roadblocks, potential blockers, and things that could make hitting goals more difficult is absolutely crucial if you want open communication with problem-solving to be part of your quarterly planning process. 

Bryce Bowman of People First Planning agrees. Bowman recommends teams “Summarize both key risks and opportunities against the quarterly plan. This helps business leaders understand how actual results could vary against the plan, and by socializing this information, it may even allow the business to take actions to mitigate risks or capitalize on the opportunities.” 

So instead of looking ahead with rose-colored glasses, admit that the goals you’re putting in place for the next quarter might not fully come to fruition so that the team can discuss potential fixes for any hiccups that might happen before they do. 

Editor’s note : Learn how to track SMART goals in Databox automatically , and never miss your targets.

4. Team plans that pertain to overall company goals 

You might think that quarterly planning only pertains to goals specific to your team or department. On the contrary. You should be discussing larger goals that impact your entire company, not just your specific team. 

Katrina Dalao of Referral Rock dives into this more deeply: “Make sure to include something that relates to the entire company’s goals for the quarter. Most planning tends to be team-based, which is great for our specific goals and strategy. But at the end of the day, it’s important to see how your team’s efforts fit into the company, and make sure you’re contributing to the overall mission.” 

For teams whose goals may not be easily understood by C-level leadership (like content marketing, for instance), it’s crucial to find some metrics that tie into larger company goals, e.g. traffic to demo sign-up pages by writing more blog posts with better CTAs. Whatever it is, make sure you include something the whole company will not only benefit from, but also understand. 

5. Stretch goals to see how ambitious your team can be 

Even though it’s a short period of time (90 days), why wouldn’t you want your team to be ambitious? It’s important to keep that motivation to succeed high, and having shorter time frames for projects to be completed really puts the fire under your team’s feet. 

Nathaniel Rodriguez of LIFTOFF Digital goes into this further. Rodriguez notes: “You have to include stretch goals. One important thing we include in every quarterly planning document is stretch goals. We include them because it inspires and brings awareness to the team to not only hit their goals, but also to hit their stretch goals.” 

If you’re not familiar, stretch goals are basically a bigger number or higher target to hit. So while your team goal might be $100,000 in new revenue over a 90-day period, a stretch goal might be $150,000 – or whatever metrics and goals your team’s success is based on. 

Related: How HubSpot Customers Can Adjust Marketing Plans in Real-Time to Beat Sales Targets

6. What your customers felt and said over the last quarter 

One of the key things to focus on when planning quarterly goals is how your goals affect the most important members of your business: your customers. Sure, you need ambitious goals to make upper management happy and see that you’re working hard, but you need to focus more on what metrics affect the happiness of your customers. 

Rachel Jones of Hope Health Supply notes: “Spend a good portion of time and energy looking at your customer experience, and whether you were successful in seeing repeat customers. While new customers are definitely a fantastic thing, it does really say something about your level of customer service when you see repeat orders and brand loyalty. That lets you know that you’re either doing a wonderful job in that department or that you need to change your focus.” 

This is a fantastic reminder. Whatever department you lead impacts the overall success of your company in great ways, which means it’s important to make sure your team goals for the coming quarter accurately take customer sentiment into consideration. 

If there was a marketing campaign that saw great success over the last quarter, you’ll be able to come up with an advanced version to play off of last quarter’s success. If you noticed more negative reviews on your site page after the latest software update to your product, you’ll know what bugs to fix need to be on your next quarter’s planning agenda. Listen to your customers; they’ll tell you exactly what goals you should be prioritizing. 

While annual planning seems to be the preferred method for a lot of teams, now you have the option to choose a pace of goal progression that speaks more closely to your team. Whether that means breaking your annual planning into more consumable chunks or completely switching over to quarterly planning going forward, you have all of the options at your disposal. 

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Home Blog Presentation Ideas How to Write an Effective Quarterly Business Review

How to Write an Effective Quarterly Business Review

How to Write an Effective Quarterly Business Review Report

If you are walking down the street to establish yourself as a business advisor, there are some aspects that you will have to pay attention to. The Quarterly Business Review is an important concept you would need to ponder upon. Let’s take a quick look at what these reviews are and their importance.

What is a Quarterly Business Review?

A Quarterly Business Review, or QBR , is a discussion meeting that you have with your customers on a quarterly basis. The focal point of this meeting is not just to check what goals you have met and what’s outstanding. Instead, it revolves around the client’s business and what can be done to escalate its growth. The sole aim of a QBR is to understand the potential of the business, the opportunities and markets it can tap into, and the long-term goals that can be achieved.

QBR Revolves Around Client Business

With a quarterly business review, you get a chance to understand the client’s vision and a window to craft your plan to help them out. Documenting the QBR and showing interest in your client’s business plans help you become a trusted business advisor. And that’s why they are so crucial.

A quarterly business review is also an option to unveil hidden business opportunities. For example, if a customer shows interest in hiring two new talents in the upcoming quarter, you can include an IT budget and talk about software, computers, and training resources that will be required for on boarding those two employees.

In the long run, this report will help to understand the usage trends, budget and IT demands.

During the initial stages of a company’s growth, your client will need to interact with his customers more often. In the early stages, there will be lesser customers so building one-to-one relationships will be easier and more effective.

Bottom line here is that QBR ‘s are hugely beneficial for everyone – you, your clients, and your clients’ customers. They help strengthen the partnership between a business and its customers.

Setting an Agenda for a QBR

It is very important to set an agenda for a QBR meeting, as it will help you in many ways, especially when you come to the point of documenting it in a report format.

If you go into a QBR without a concrete set of goals and a pathway to achieve them, you’ll only end up wasting more time. It will not add value to your client’s business, nor will it help you showcase your services in a better light.

Make sure you set the agenda right in order to gain a better understanding of your client’s business objectives. This is more than just another conference call to shoot the breeze, and that is what you should be clear about.

Computer with a PowerPoint Agenda Slide

Craft an agenda and make sure all parties anticipated to attend, receive it well ahead in time. This will minimize any chances of the meeting being derailed.

Also, create a QBR outline that includes the main subjects, which needs to be discussed. You should have all pointers laid out before the meeting commences.

How to run a QBR successfully

Running a QBR effectively may often seem to be a tricky task. However, it is mostly a cakewalk and beneficial if done in the right way. It is important to document the steps of what is needed from every participant. Following are a few things that you must keep in mind so as to run a QBR successfully:

  • Keep a record of who’s attending and their respective roles in the meeting.
  • Make a list of the pre-requisites, the reports that should be created, the metrics that need to be pulled out and the main goals to be discussed.
  • Decide upon the format of the Customer Success QBR and the tools that you plan on using in the process.
  • Choose the PowerPoint templates , structure and elements that will be used to create the QBR presentation.
  • Set the agenda as discussed above.

Tips to Writing a Professional Business Review

While showcasing the QBR, it is important to present the KPIs that make the most sense, while making sure you add your own unique punch to it. Following are some important tips that you must keep in mind while writing a professional quarterly business review:

1. Be a Storyteller:

Create a storyline and engage the audience leveraging the art of storytelling in your presentation . Present a problem to be resolved. Make a structure where every part of the story does its work and has an interactive flow to it. The beginning should be introductory while the middle part should push the vision and demonstrate your plan to help the client achieve its goals. The conclusion should have the final solution mentioned clearly.

Problem Solution PowerPoint Templates

2. Review the KPIs:

The client strategy meetings and review reports should always be started with KPIs . Knowing the current state of achievement of all the important indicators of your customer, plus those indicators your are involved, is essential to describe real status and plan for the future. Generally, indicators are built to control plans and force actions (for example, budget KPI help to force organizations to spend accordingly to their plans). Make sure you have a detailed action plan that backs up the indicators status.

KPI Quarterly Business Review Presentation Design

3. The Nine-Minute Rule:

Divide your presentation into two parts: an initial summary that covers all of the important details and is done in nine minutes or fewer, followed by a detailed session. Humans tend to lose interest in a presentation after the first ten minutes , which is why it is important you have the crux mapped out in the initial summary of the QBR.

The 10 minutes rule PPT Template

4. Highlight Real Results:

Use stats and facts to showcase the results that have been achieved. Don’t use indefinite terms and metrics. These will only reduce the value of the quarterly business review and make it sound vague.

5. Make it Crisp and Consistent:

There is no point in going on and on with the presentation if it does not lay the right impact and hits the chords. The PowerPoint slides should be consistent and the theme should please the audience.

These 5 important pointers can help to prepare an effective QBR.

Quarterly Business Review Mistakes to Avoid

Many business advisers repeat some mistakes that are main reasons behind the sinking of a QBR. Following are the ones that you should avoid:

  • Steer clear of thorough discussions about anything that is negative. You should lay emphasis on the successes more than the failures.
  • Choosing a defensive approach if the customer brings up any issues or challenges is another mistake that you should avoid. Address the queries in an amicable and accepting way.
  • Not paying enough attention to the 9-minute rule and lingering on with the meeting for longer than an hour is a big NO!

Now that we have discussed the important aspects of a QBR, let’s walk you across the importance of PowerPoint presentation.

Using PowerPoint Presentation for a Quarterly Business Review

Having the right QBR presentation template can help to boost the effectiveness of a Quarterly Business Review. A part from that, following a pre designed theme with a professional layout will make it easier to structure and order the content in a way that is easy to present to an executive audience.

1. Quarterly Business Review PowerPoint Templates

PPT Template Quarterly Business Review

With a business review PowerPoint template you can create professional-looking quarterly reports and annual Business Reviews. These provide a structured theme to present every corporate area with data-driven charts and infographics. Such templates provide top of the line, 100% editable PowerPoint Charts and vector to create impressive infographics & visual content. These representations are ideal for summarizing strong numeric information. You can impress your audience and create professional QBRs quite effectively and seamlessly.

Use This Template

2. Light Business Quarterly Business Review Templates

quarterly business plan ppt

If you need a more generic PowerPoint Template, you can use the Light Business PowerPoint template and adapt ts content to your QBR topics. You have a business theme that matched professional environments ready to be edited with your own content.

quarterly business plan ppt

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9-Minute Rule, Business Presentations, QBR, Quarterly Business Review Filed under Presentation Ideas

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A Quarterly Business Review is a discussion meeting that you have with your customers on a quarterly basis. The focal point of this meeting is not just to check what goals you have met and what is outstanding. Instead, it revolves around the client’s business and what can be done to escalate its growth. The sole aim of a Quarterly Business Review is to understand the potential of the business, the opportunities and markets it can tap into, and the long-term goals that can be achieved. With a quarterly business review, you get a chance to understand the client’s vision and a window to craft your plan to help them out. A quarterly business review is also an option to unveil hidden business opportunities. During the initial stages of a company’s growth, your client will need to interact with his customers more often. In the early stages, there will be lesser customers so building one-to-one relationships will be easier and more effective. It is very important to set an agenda for a quarterly business review meeting, as it will help you in many ways, especially when you come to the point of documenting it in a report format. Make sure you set the agenda right in order to gain a better understanding of your client’s business objectives. While showcasing the quarterly business review, it is important to present the KPIs that make the most sense, while making sure you add your own unique punch to it. The following are some important tips that you must keep in mind while writing a professional quarterly business review. Present a problem to be resolved. Make a structure where every part of the story does its work and has an interactive flow to it. The client strategy meetings and review reports should always be started with KPIs. Use stats and facts to showcase the results that have been achieved.

The Quarterly Business Review template consists of four slides that are designed in a bright and warm color scheme. The slides in this template have a variety of graphs, tables, and infographics to help you make your report memorable. This template will primarily be useful to heads of companies and departments. Also, startups can use this template when demonstrating their achievements to clients at the initial stage of work. Accountants and economists can use the slides in this template when preparing their reports. Investment companies can use the slides in this template to prepare the key figures for the company they recommend investing in. This template will also be useful for team leaders when preparing a project progress report when meeting with the product owner. If necessary, you can easily change the elements of the presentation to suit your corporate style. Quarterly Business Review template will be useful for marketers when preparing a report on the progress of an advertising campaign to promote a new product.

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Quarterly powerpoint templates for presentations:.

The Quarterly PowerPoint templates go beyond traditional static slides to make your professional presentations stand out. Given the sleek design and customized features, they can be used as PowerPoint as well as  Google Slides templates . Inculcated with visually appealing unique and creative designs, the templates will double your presentation value in front of your audience. You can browse through a vast library of Quarterly Google Slides templates,  PowerPoint themes  and  backgrounds  to stand out in your next presentation.

What Is A Quarterly PowerPoint Template?

A Quarterly PowerPoint template is a ready-made presentation template that provides a structured framework for creating professional Quarterly presentations. The Quarterly PPT presentation template includes design elements, layouts, and fonts that you can customize to fit your content and brand.

What Are The Advantages Of Quarterly Presentation Templates?

Quarterly PPT presentation templates can be beneficial because they:

  • Add multiple visual and aesthetic layers to your slides.
  • Ensure that complex information, insights and data is presented in a simplistic way.
  • Enhance the overall visual appeal of the content.
  • Save you a lot of time as you don’t have to start editing from scratch.
  • Improve the professional outlook of your presentation.

How To Choose The Best Quarterly Presentation Templates?

Keep the following points in mind while choosing a Quarterly Presentation template for PowerPoint (PPT) or Google Slides:

  • Understand your presentation goals and objectives.
  • Make sure the Quarterly template aligns with your visual needs and appeal.
  • Ensure the template is versatile enough to adapt to various types of content.
  • Ensure the template is easily customizable.

Can I Edit The Elements In Quarterly PowerPoint Templates?

Yes, our Quarterly PowerPoint and Google Slides templates are fully editable. You can easily modify the individual elements including icons, fonts, colors, etc. while making your presentations using  professional PowerPoint templates .

Are Quarterly PowerPoint Templates Compatible With Google Slides?

Yes, all our Quarterly presentation templates are compatible and can be used as Quarterly Google Slides templates.

How To Download Quarterly PowerPoint Templates For Presentations?

To download Quarterly presentation templates, you can follow these steps:

  • Select the resolution (16*9 or 4*3).
  • Select the format you want to download the Quarterly template in (Google Slides or PowerPoint).
  • Make the payment (SlideUpLift has a collection of paid as well as free Quarterly PowerPoint templates).
  • You can download the file or open it in Google Slides.

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Artificial Intelligence Computing Leadership from NVIDIA

Press Release Details

Nvidia announces financial results for fourth quarter and fiscal 2024.

  • Record quarterly revenue of $22.1 billion, up 22% from Q3, up 265% from year ago 
  • Record quarterly Data Center revenue of $18.4 billion, up 27% from Q3, up 409% from year ago
  • Record full-year revenue of $60.9 billion, up 126%

SANTA CLARA, Calif., Feb. 21, 2024 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported revenue for the fourth quarter ended January 28, 2024, of $22.1 billion, up 22% from the previous quarter and up 265% from a year ago.

For the quarter, GAAP earnings per diluted share was $4.93, up 33% from the previous quarter and up 765% from a year ago. Non-GAAP earnings per diluted share was $5.16, up 28% from the previous quarter and up 486% from a year ago.

For fiscal 2024, revenue was up 126% to $60.9 billion. GAAP earnings per diluted share was $11.93, up 586% from a year ago. Non-GAAP earnings per diluted share was $12.96, up 288% from a year ago.

“Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations,” said Jensen Huang, founder and CEO of NVIDIA.

“Our Data Center platform is powered by increasingly diverse drivers — demand for data processing, training and inference from large cloud-service providers and GPU-specialized ones, as well as from enterprise software and consumer internet companies. Vertical industries — led by auto, financial services and healthcare — are now at a multibillion-dollar level.

“NVIDIA RTX, introduced less than six years ago, is now a massive PC platform for generative AI, enjoyed by 100 million gamers and creators. The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward. Come join us at next month’s GTC, where we and our rich ecosystem will reveal the exciting future ahead,” he said.

NVIDIA will pay its next quarterly cash dividend of $0.04 per share on March 27, 2024, to all shareholders of record on March 6, 2024.

Q4 Fiscal 2024 Summary

Fiscal 2024 Summary

Outlook NVIDIA’s outlook for the first quarter of fiscal 2025 is as follows:

  • Revenue is expected to be $24.0 billion, plus or minus 2%.
  • GAAP and non-GAAP gross margins are expected to be 76.3% and 77.0%, respectively, plus or minus 50 basis points.
  • GAAP and non-GAAP operating expenses are expected to be approximately $3.5 billion and $2.5 billion, respectively.
  • GAAP and non-GAAP other income and expense are expected to be an income of approximately $250 million, excluding gains and losses from non-affiliated investments.
  • GAAP and non-GAAP tax rates are expected to be 17.0%, plus or minus 1%, excluding any discrete items.

NVIDIA achieved progress since its previous earnings announcement in these areas: 

Data Center

  • Fourth-quarter revenue was a record $18.4 billion, up 27% from the previous quarter and up 409% from a year ago. Full-year revenue rose 217% to a record $47.5 billion.
  • Launched, in collaboration with Google, optimizations across NVIDIA’s data center and PC AI platforms for Gemma , Google’s groundbreaking open language models.
  • Expanded its strategic collaboration with Amazon Web Services to host NVIDIA ® DGX™ Cloud on AWS.
  • Announced that Amgen will use the NVIDIA DGX SuperPOD ™ to power insights into drug discovery, diagnostics and precision medicine.
  • Announced  NVIDIA NeMo™ Retriever , a generative AI microservice that lets enterprises connect custom large language models with enterprise data to deliver highly accurate responses for AI applications. 
  • Introduced NVIDIA MONAI™ cloud APIs to help developers and platform providers integrate AI into their medical-imaging offerings. 
  • Announced that Singtel will bring generative AI services to Singapore through energy-efficient data centers that the telco is building with NVIDIA Hopper™ architecture GPUs.
  • Introduced plans with Cisco to help enterprises quickly and easily deploy and manage secure AI infrastructure.
  • Supported the National Artificial Intelligence Research Resource pilot program , a major step by the U.S. government toward a shared national research infrastructure.
  • Fourth-quarter revenue was $2.9 billion, flat from the previous quarter and up 56% from a year ago. Full-year revenue rose 15% to $10.4 billion.
  • Launched GeForce RTX™ 40 SUPER Series GPUs , starting at $599, which support the latest NVIDIA RTX™ technologies, including DLSS 3.5 Ray Reconstruction and NVIDIA Reflex.
  • Announced generative AI capabilities for its installed base of over 100 million RTX AI PCs, including Tensor-RT™ LLM to accelerate inference on large language models, and Chat with RTX, a tech demo that lets users personalize a chatbot with their own content.
  • Introduced microservices for the NVIDIA Avatar Cloud Engine , allowing game and application developers to integrate state-of-the-art generative AI models into non-playable characters.
  • Reached the milestone of 500 AI-powered RTX games and applications utilizing NVIDIA DLSS, ray tracing and other NVIDIA RTX technologies.

Professional Visualization

  • Fourth-quarter revenue was $463 million, up 11% from the previous quarter and up 105% from a year ago. Full-year revenue rose 1% to $1.6 billion.
  • Announced adoption of NVIDIA Omniverse ™ by the global automotive-configurator ecosystem.
  • Announced the NVIDIA RTX 2000 Ada Generation GPU , bringing the latest AI, graphics and compute technology to compact workstations.
  • Fourth-quarter revenue was $281 million, up 8% from the previous quarter and down 4% from a year ago. Full-year revenue rose 21% to $1.1 billion.
  • Announced further adoption of its NVIDIA DRIVE ® platform , with Great Wall Motors, ZEEKR and Xiaomi using DRIVE Orin™ to power intelligent automated-driving systems and Li Auto selecting DRIVE Thor™ as its centralized car computer.

CFO Commentary Commentary on the quarter by Colette Kress, NVIDIA’s executive vice president and chief financial officer, is available at https://investor.nvidia.com .

Conference Call and Webcast Information NVIDIA will conduct a conference call with analysts and investors to discuss its fourth quarter and fiscal 2024 financial results and current financial prospects today at 2 p.m. Pacific time (5 p.m. Eastern time). A live webcast (listen-only mode) of the conference call will be accessible at NVIDIA’s investor relations website, https://investor.nvidia.com . The webcast will be recorded and available for replay until NVIDIA’s conference call to discuss its financial results for its first quarter of fiscal 2025.

Non-GAAP Measures To supplement NVIDIA’s condensed consolidated financial statements presented in accordance with GAAP, the company uses non-GAAP measures of certain components of financial performance. These non-GAAP measures include non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating expenses, non-GAAP income from operations, non-GAAP other income (expense), net, non-GAAP net income, non-GAAP net income, or earnings, per diluted share, and free cash flow. For NVIDIA’s investors to be better able to compare its current results with those of previous periods, the company has shown a reconciliation of GAAP to non-GAAP financial measures. These reconciliations adjust the related GAAP financial measures to exclude acquisition termination costs, stock-based compensation expense, acquisition-related and other costs, IP-related costs, other, gains and losses from non-affiliated investments, interest expense related to amortization of debt discount, and the associated tax impact of these items where applicable. Free cash flow is calculated as GAAP net cash provided by operating activities less both purchases related to property and equipment and intangible assets and principal payments on property and equipment and intangible assets. NVIDIA believes the presentation of its non-GAAP financial measures enhances the user’s overall understanding of the company’s historical financial performance. The presentation of the company’s non-GAAP financial measures is not meant to be considered in isolation or as a substitute for the company’s financial results prepared in accordance with GAAP, and the company’s non-GAAP measures may be different from non-GAAP measures used by other companies.

About NVIDIA Since its founding in 1993, NVIDIA (NASDAQ: NVDA) has been a pioneer in accelerated computing. The company’s invention of the GPU in 1999 sparked the growth of the PC gaming market, redefined computer graphics, ignited the era of modern AI and is fueling industrial digitalization across markets. NVIDIA is now a full-stack computing infrastructure company with data-center-scale offerings that are reshaping industry. More information at https://nvidianews.nvidia.com/ .

Certain statements in this press release including, but not limited to, statements as to: demand for accelerated computing and generative AI surging worldwide across companies, industries and nations; our Data Center platform being powered by increasingly diverse drivers, including demand for data processing, training and inference from large cloud-service providers and GPU-specialized ones, as well as from enterprise software and consumer internet companies; vertical industries led by auto, financial, services and healthcare now at a multibillion-dollar level; NVIDIA RTX becoming a massive PC platform for generative AI enjoyed by 100 million gamers and creators; the year ahead bringing major new product cycles with exceptional innovations to help propel our industry forward; our upcoming conference at GTC, where we and our rich ecosystem will reveal the exciting future ahead; NVIDIA’s next quarterly cash dividend; NVIDIA’s financial outlook and expected tax rates for the first quarter of fiscal 2025; the benefits, impact, performance, features and availability of NVIDIA’s products and technologies, including NVIDIA AI platforms, NVIDIA DGX Cloud, NVIDIA DGX SuperPOD, NVIDIA NeMo Retriever, NVIDIA MONAI cloud APIs, NVIDIA Hopper architecture GPUs, NVIDIA GeForce RTX 40 SUPER Series GPUs, NVIDIA DLSS 3.5 Ray Reconstruction, NVIDIA Reflex, NVIDIA TensorRT-LLM, Chat with RTX, microservices for the NVIDIA Avatar Cloud Engine, NVIDIA DLSS, ray tracing and other NVIDIA RTX technologies, NVIDIA Omniverse, NVIDIA RTX 2000 Ada Generation GPU, NVIDIA DRIVE platform, NVIDIA DRIVE Orin and NVIDIA DRIVE Thor; and our collaborations with third parties are forward-looking statements that are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic conditions; our reliance on third parties to manufacture, assemble, package and test our products; the impact of technological development and competition; development of new products and technologies or enhancements to our existing product and technologies; market acceptance of our products or our partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; and unexpected loss of performance of our products or technologies when integrated into systems, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

© 2024 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, GeForce, GeForce RTX, NVIDIA DGX, NVIDIA DGX SuperPOD, NVIDIA DRIVE, NVIDIA DRIVE Orin, NVIDIA DRIVE Thor, NVIDIA Hopper, NVIDIA MONAI, NVIDIA NeMo, NVIDIA Omniverse, NVIDIA RTX and TensorRT are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and/or other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/38343cb8-8bc8-42b0-aa76-e3d280ae5507

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Investors and others should note that we announce material financial information to our investors using our investor relations website, press releases, SEC filings and public conference calls and webcasts. We intend to use our  @NVIDIA  Twitter account,  NVIDIA Facebook  page,  NVIDIA LinkedIn  page and company  blog  as a means of disclosing information about our company, our services and other matters and for complying with our disclosure obligations under Regulation FD. The information we post through these social media channels may be deemed material. Accordingly, investors should monitor these accounts and the blog, in addition to following our press releases, SEC filings and public conference calls and webcasts. This list may be updated from time to time.

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Tax Time Guide 2024: What to know before completing a tax return

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IR-2024-45, Feb. 21, 2024

WASHINGTON — During the busiest time of the tax filing season, the Internal Revenue Service kicked off its 2024 Tax Time Guide series to help remind taxpayers of key items they’ll need to file a 2023 tax return.

As part of its four-part, weekly Tax Time Guide series, the IRS continues to provide new and updated resources to help taxpayers file an accurate tax return. Taxpayers can count on IRS.gov for updated resources and tools along with a special free help page available around the clock. Taxpayers are also encouraged to read Publication 17, Your Federal Income Tax (For Individuals) for additional guidance.

Essentials to filing an accurate tax return

The deadline this tax season for filing Form 1040, U.S. Individual Income Tax Return , or 1040-SR, U.S. Tax Return for Seniors , is April 15, 2024. However, those who live in Maine or Massachusetts will have until April 17, 2024, to file due to official holidays observed in those states.

Taxpayers are advised to wait until they receive all their proper tax documents before filing their tax returns. Filing without all the necessary documents could lead to mistakes and potential delays.

It’s important for taxpayers to carefully review their documents for any inaccuracies or missing information. If any issues are found, taxpayers should contact the payer immediately to request a correction or confirm that the payer has their current mailing or email address on file.

Creating an IRS Online Account can provide taxpayers with secure access to information about their federal tax account, including payment history, tax records and other important information.

Having organized tax records can make the process of preparing a complete and accurate tax return easier and may also help taxpayers identify any overlooked deductions or credits .

Taxpayers who have an Individual Taxpayer Identification Number or ITIN may need to renew it if it has expired and is required for a U.S. federal tax return. If an expiring or expired ITIN is not renewed, the IRS can still accept the tax return, but it may result in processing delays or delays in credits owed.

Changes to credits and deductions for tax year 2023

Standard deduction amount increased. For 2023, the standard deduction amount has been increased for all filers. The amounts are:

  • Single or married filing separately — $13,850.
  • Head of household — $20,800.
  • Married filing jointly or qualifying surviving spouse — $27,700.

Additional child tax credit amount increased. The maximum additional child tax credit amount has increased to $1,600 for each qualifying child.

Child tax credit enhancements. Many changes to the Child tax credit (CTC) that had been implemented by the American Rescue Plan Act of 2021 have expired.

However, the IRS continues to closely monitor legislation being considered by Congress affecting the Child Tax Credit. The IRS reminds taxpayers eligible for the Child Tax Credit that they should not wait to file their 2023 tax return this filing season. If Congress changes the CTC guidelines, the IRS will automatically make adjustments for those who have already filed so no additional action will be needed by those eligible taxpayers.

Under current law, for tax year 2023, the following currently apply:

  • The enhanced credit allowed for qualifying children under age 6 and children under age 18 has expired. For 2023, the initial amount of the CTC is $2,000 for each qualifying child. The credit amount begins to phase out where AGI income exceeds $200,000 ($400,000 in the case of a joint return). The amount of the CTC that can be claimed as a refundable credit is limited as it was in 2020 except that the maximum ACTC amount for each qualifying child increased to $1,500.
  • The increased age allowance for a qualifying child has expired. A child must be under age 17 at the end of 2023 to be a qualifying child.

Changes to the Earned Income Tax Credit (EITC). The enhancements for taxpayers without a qualifying child implemented by the American Rescue Plan Act of 2021 will not apply for tax year 2023. To claim the EITC without a qualifying child in 2023, taxpayers must be at least age 25 but under age 65 at the end of 2023. If a taxpayer is married filing a joint return, one spouse must be at least age 25 but under age 65 at the end of 2023.

Taxpayers may find more information on Child tax credits in the Instructions for Schedule 8812 (Form 1040) .

New Clean Vehicle Credit. The credit for new qualified plug-in electric drive motor vehicles has changed. This credit is now known as the Clean Vehicle Credit. The maximum amount of the credit and some of the requirements to claim the credit have changed. The credit is reported on Form 8936, Qualified Plug-In Electric Drive Motor Vehicle Credit , and on Form 1040, Schedule 3.

More information on these and other credit and deduction changes for tax year 2023 may be found in the Publication 17, Your Federal Income Tax (For Individuals) , taxpayer guide.

1099-K reporting requirements have not changed for tax year 2023

Following feedback from taxpayers, tax professionals and payment processors, and to reduce taxpayer confusion, the IRS recently released Notice 2023-74 announcing a delay of the new $600 reporting threshold for tax year 2023 on Form 1099-K, Payment Card and Third-Party Network Transactions . The previous reporting thresholds will remain in place for 2023.

The IRS has published a fact sheet with further information to assist taxpayers concerning changes to 1099-K reporting requirements for tax year 2023.

Form 1099-K reporting requirements

Taxpayers who take direct payment by credit, debit or gift cards for selling goods or providing services by customers or clients should get a Form 1099-K from their payment processor or payment settlement entity no matter how many payments they got or how much they were for.

If they used a payment app or online marketplace and received over $20,000 from over 200 transactions,

the payment app or online marketplace is required to send a Form 1099-K. However, they can send a Form 1099-K with lower amounts. Whether or not the taxpayer receives a Form 1099-K, they must still report any income on their tax return.

What’s taxable? It’s the profit from these activities that’s taxable income. The Form 1099-K shows the gross or total amount of payments received. Taxpayers can use it and other records to figure out the actual taxes they owe on any profits. Remember that all income, no matter the amount, is taxable unless the tax law says it isn’t – even if taxpayers don’t get a Form 1099-K.

What’s not taxable? Taxpayers shouldn’t receive a Form 1099-K for personal payments, including money received as a gift and for repayment of shared expenses. That money isn’t taxable. To prevent getting an inaccurate Form 1099-K, note those payments as “personal,” if possible.

Good recordkeeping is key. Be sure to keep good records because it helps when it’s time to file a tax return. It’s a good idea to keep business and personal transactions separate to make it easier to figure out what a taxpayer owes.

For details on what to do if a taxpayer gets a Form 1099-K in error or the information on their form is incorrect, visit IRS.gov/1099k  or find frequently asked questions at Form 1099-K FAQs .

Direct File pilot program provides a new option this year for some

The IRS launched the Direct File pilot program during the 2024 tax season. The pilot will give eligible taxpayers an option to prepare and electronically file their 2023 tax returns, for free, directly with the IRS.

The Direct File pilot program will be offered to eligible taxpayers in 12 pilot states who have relatively simple tax returns reporting only certain types of income and claiming limited credits and deductions. The 12 states currently participating in the Direct File pilot program are Arizona, California, Florida, Massachusetts, Nevada, New Hampshire, New York, South Dakota, Tennessee, Texas, Washington state and Wyoming. Taxpayers can check their eligibility at directfile.irs.gov .

The Direct File pilot is currently in the internal testing phase and will be more widely available in mid-March. Taxpayers can get the latest news about the pilot at Direct File pilot news and sign up to be notified when Direct File is open to new users.

Finally, for comprehensive information on all these and other changes for tax year 2023, taxpayers and tax professionals are encouraged to read the Publication 17, Your Federal Income Tax (For Individuals) , taxpayer guide, as well as visit other topics of taxpayer interest on IRS.gov.

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Microsoft Power BI Blog

Power bi february 2024 feature summary.

Headshot of article author Saveen Reddy

Welcome to the Power BI February 2024 update. We’ve got a lot of great features this month. Here are some key highlights:

  • Visual calculations make it easier than ever to do calculations that were very hard or even impossible.
  • The Power BI home provides a centralized location for all your Power BI desktop activities.
  • Fabric Copilot for Power BI can now add measure descriptions to your semantic model measures.
  • The Power BI add in now supports shareable links to make it easier for people to consume reports.
  • The new Explore feature gives you a better understanding of what’s in the data you’re exploring.

Fabric Community Conference

Join us at the Microsoft Fabric Community Conference the ultimate Microsoft Data & AI learning event, on March 26-28, 2024, at the MGM Grand, Las Vegas. With over 150 sessions for everyone who works with Power BI, Microsoft Fabric, SQL, Azure AI, and Purview , the conference promises a rich learning experience.

This is a unique opportunity to meet the Microsoft product teams building these technologies, the customers betting their businesses on them, and the partners that are at the forefront of deployment and adoption. Engage with this vibrant community, learn from their real-world experiences, stay abreast of the latest developments.

Please note that this event is in-person only. Sessions will not be recorded, streamed or made available for on-demand consumption.

Register today using code MSCUST for an exclusive discount ! Need help convincing your boss to attend? No problem!  Use this letter  to share with your boss about this unforgettable opportunity.

quarterly business plan ppt

  • Version number: v: 2.126.927.0
  • Date published: 02/16/2024

quarterly business plan ppt

On-object Interaction Updates

  • Enhanced Reference Layer in Power BI Azure Maps Visual 

Data connectivity

Certified connectors updates, storytelling in powerpoint – replace report urls with shareable links in power bi add-in, data overview in explore, directquery connections update, shared device mode is now ga, power bi custom visuals new local storage api, on-object interaction support for custom visuals, tmdl in power bi desktop developer mode, editor’s pick of the quarter, new visuals in appsource, multiple sparklines, rose donut pie chart by powerviz, xviz gantt chart by lumel, control chart xmr by nova silva, drill down graph pro, more users can now collaborate with protected pbix in power bi desktop.

Visual calculations 

A new way of doing calculations has arrived! You can now add calculations directly on your visual using visual calculations, which are DAX calculations that are defined and executed directly on a visual. A calculation can refer to any data in the visual, including columns, measures, or other visual calculations. This approach removes the complexity of the semantic model and simplifies the process of writing DAX. You can use visual calculations to complete common business calculations such as running sums or moving averages. Visual calculations make it easy to do calculations that were previously very hard or even almost impossible to do.

To use visual calculations while in preview, you need to enable it in Options and Settings  ➡️  Options  ➡️  Preview features . Select visual calculations and select OK . Visual calculations will be enabled after Desktop is restarted.

To add a visual calculation, you first need to select a visual. Next, select the New calculation button in the ribbon:

The new calculation button is shown on the Home tab of the ribbon in Power BI Desktop in the Calculations group.

To add a visual calculation, type the expression in the formula bar in the visual calculations edit mode that opens. For example, in a visual that contains Sales Amount and Total Product Cost by Fiscal Year , you can add a visual calculation that calculates the profit for each year by simply typing: Profit = [Sales Amount] – [Total Product Cost].

The visual matrix is updated as you add visual calculations using in the formula bar. New visual calculations are added as columns to the visual matrix.

Additionally, you can easily add a running sum of profit by writing:

Here is a visual with the two visual calculations we have just created:

A screenshot of a graph Description automatically generated

You can use many existing DAX functions in visual calculations. Functions specific to visual calculations are also available, such as RUNNINGSUM , PREVIOUS and MOVINGAVERAGE . Using these and other functions, visual calculations are much easier to read, write and maintain than the current DAX required.

We are only just getting started with this preview. There is a lot more that we have planned, so please stay tuned for updates in future releases. However, we invite you to jump in now!

For more information, read the dedicated blog post and documentation . Please try the preview today and let us know what you think .

Dynamic subscriptions for Power BI reports

Dynamic per recipient subscriptions is now available in Preview for Power BI reports! Like dynamic subscriptions for paginated reports , you can now distribute a personalized copy of a Power BI report to each recipient of an email subscription.

Imagine you have a report that includes sales data for your entire team. You want to schedule an email subscription that sends out a PDF copy of this report to each salesperson on a weekly basis, with the report filtered to only show their sales results.

This can now be done by connecting to a semantic model (previously Power BI dataset) that defines the mapping between recipients and respective filter values. When it’s time to send out the report, the latest data available in your semantic model will determine which employees should receive a report in their inbox, and with what filter values applied.

A screenshot of a computer New dynamic subscription, select and filter data.

See the documentation for dynamic subscriptions here.

This February release we added multi-visual container format support ! Previously, when multi-selecting across different visual types, the format pane did not support any options for formatting the visuals. Now, when multi-selecting different visuals, we’ve added formatting support for container formatting such as changing the size, background color, adding a shadow or turning on/off titles in bulk.

When multi-selecting different visual types (e.g. a line chart and bar chart):

A screenshot of a graph, Visualizations. Order Quantity by Year, Sales by Category.

We’ve also added the ability to format a visual’s container size and position even if it’s empty:

A screenshot of a graph, Visualizations. Select or drag fields to populate the visual.

This month we also bring you a handful of quality improvements to the on-object experience:

  • Bug fix : when working with a non-visual (text box, button, image, shape) the build pane accidentally closing automatically. The build pane now stays open unless explicitly closed regardless of selected item type.
  • Bug fix : style bug where the build pane was showing 5 icons across instead of the usual 6 has been fixed.
  • Bug fix : in some cases, the data flyout was extending beyond the window size making the search box hard to use, this has now been fixed.
  • Enhancement : When choosing a field using the data flyout – you can now click anywhere on the name, not just the checkbox next to it to select the field.

A screenshot of a computer, Data selecting Order Quantity.

5.Enhancement : If replacing a field in a visual that does not use an aggregation or date hierarchy (other dropdowns are disabled), we auto open the data dropdown to save an extra click.

A screenshot of a graph, Data selecting Category.

Power BI Home in Desktop is Enabled by Default  

We are excited to announce the new and improved Power BI Home as the default experience! The Power BI Home has been redesigned to provide a centralized and familiar location for all your Power BI activities within the desktop application. Our aim is to enhance your productivity and make it easier to discover and consume content.

With Power BI Home, you no longer need to navigate through multiple menus or tabs to access your files and reports. This intuitive interface serves as a hub, like other popular office products, where you can effortlessly manage your reports, all from a single location.

Whether you’re a seasoned Power BI user or new to the platform, Power BI Home ensures a consistent and seamless experience across all your Power BI activities.

Now, you can:

  • Initiate a new report directly from the new home screen.
  • Access reports from recommendations that we have curated.
  • Locate your most recent reports through the Quick Access lists.

A screenshot of a computer abilities within the new home screen.

Please continue to submit your feedback directly in the comments of this blog post or in our feedback forum .

Enhanced Reference Layer in Power BI Azure Maps Visual

We’re excited to introduce a significant enhancement to the Power BI Azure Maps visual reference layer feature. In response to valuable user feedback and in alignment with evolving industry standards, we have expanded the capabilities of the reference layer. Now, in addition to supporting the existing GeoJSON format, users can also utilize KML (Keyhole Markup Language) and WKT (Well-Known Text) formats.

We’re also adding URL as a data source alongside file upload. This addition offers users even more flexibility and convenience in importing spatial data into Power BI. Whether your data resides in GeoJSON, KML, WKT, or through a URL link, the Power BI Azure Maps visual seamlessly integrates these formats, ensuring a comprehensive and versatile geospatial analysis experience.

Measure descriptions with Copilot

Add descriptions to your semantic model measures with Fabric Copilot for Power BI! People building reports from your semantic model can see the name and description of your measures, making the description property essential documentation. And Fabric Copilot is here to help!

A screenshot of a computer Description automatically generated

Streamline your semantic model documentation by creating measure descriptions with Copilot .

1. Click on the model measure in the Data pane of Model view to see the measure properties .

2. Click on the Create with Copilot (preview) button under the Description textbox.

3. Review the measure description from Copilot, then click Keep it .

4. Now the measure description is in the Description box. Fine tune the description, as needed.

5. You update the measure later? No worries, just click the button again when you need the description updated!

Try this out today and let us know what you think! Get started today by turning on this public preview feature in Options > Preview features and learning more about how to get access to Fabric Copilot for Power BI on your tenant at https://learn.microsoft.com/power-bi/create-reports/copilot-introduction#copilot-requirements .

DAX query view improvements  

We released the public preview of DAX query view in November 2023, and in this release, we made the following improvements:

A screenshot of a computer, Boolean values are now showing in the Results grid.

  • A share feedback link has been added in Options > Preview features. We would love to hear your feedback on DAX query view!
  • A bug causing active query tab to stop being highlighted is fixed.
  • A bug with close brackets of a nested IFs DAX formula is fixed.

And we have released additional INFO DAX functions.

  • INFO.CHANGEDPROPERTIES()
  • INFO.EXCLUDEDARTIFACTS()
  • INFO.FUNCTIONS()
  • INFO.LINGUISTICMETADATA()

A screenshot of a computer, we have released additional INFO DAX functions.

Learn more about DAX query view at https://learn.microsoft.com/en-us/power-bi/transform-model/dax-query-view .

SingleStore, we’re thrilled to inform you that our connector has now officially moved out of beta. We want to express our gratitude for your valuable feedback and for being an essential part of our beta journey. Your insights have played a crucial role in shaping the enhancements we’ve made.

This upgrade comes with an exciting new feature – you can now cancel running queries, hassle-free. No more queries running in the background after you refresh the UI/visual or navigate across the pages in the report.

Our team is dedicated to continuously improving and adding even more useful features to enhance your experience. Thank you for your ongoing support, and we can’t wait to continue providing you with top-notch features that elevate your data connectivity and reporting capabilities.

When you add the Power BI add-in to a presentation, you can pick a report suggested to you or paste a link to a specific report.

When you paste a standard report link (the URL copied from the browser address bar), and if sharable links are enabled for your organization and allowed for this report, you have re-share permissions to this report, Power BI add-in can replace the link you pasted with shareable link. In that case you will see a checkbox added below the report URL that offers you automatic access to this report. Just mark this checkbox and Power BI add-in will create a shareable link for you.

Using a sharable link ensures that other users viewing the presentation have the required permission to see the report, and do not need to request access when viewing the presentation.

A screenshot of a computer, Using a sharable link ensures that other users viewing the presentation have the required permission to see the report, and do not need to request access when viewing the presentation.

Have you tried out the new Explore feature yet? This month we added a data overview feature to Explore that allows you to get the “gist” of what your data is all about. Powered by Copilot, data overview gives you a summary of what’s contained in the data you’re exploring and highlights some interesting tidbits to get you started. Let us know what you think!

A screenshot of a computer, Powered by Copilot, data overview gives you a summary of what’s contained in the data you’re exploring and highlights some interesting tidbits to get you started.

Maximum connections per data source  is a setting to configure the maximum number of connections DirectQuery opens for each underlying data source. This controls the maximum number of queries that can be executed concurrently against each data source and is configurable per semantic model.

We recently updated the upper limit of the number of concurrent Direct Query connections allowed per semantic model. The updated limits for each SKU are listed in the table below.

The upper limit for Power BI PPU is 100 active connections. Note that there is no change to the Power BI Pro and Report Server limits and the default maximum value remains as 10 concurrent connections.

Introduced last September, shared device mode is now generally available! With shared device mode, organizations can safely deploy the Power BI mobile app across their pool of shared devices.  Check it out !

This API allows Custom Visuals to store data directly in the local browser. Data stored locally is more secure and improves the performance of web apps. The API will be controlled by a global admin setting. Learn more about the API.

Our February release introduces the support of the new on-object interaction. This enhancement allows users to build and customize visuals directly on the visual in Power BI Desktop. It puts common actions for creating and formatting visuals on the visuals themselves, actions such as adding fields, changing visualization types, and formatting text.

The primary objective of Power BI Desktop developer mode is to provide friendly source control and co-development experience. With this objective in mind, you can now save your Power BI Project files (PBIP) using  Tabular Model Definition Language (TMDL)  format. TMDL has been designed from the ground up to be human-friendly, facilitating not only readability but also easy editing in any text editor. This represents a substantial enhancement for source control and collaborative development experiences, particularly when dealing with complex file diffs.  

Saving as a PBIP using TMDL is currently in preview. Before giving it a try, you must first enable this feature in Preview features: go to  File  >  Options and settings  >  Options  >  Preview features  and check the box next to “Store semantic model using TMDL format”.  

After enabling the preview feature, when saving as PBIP, your semantic model will be saved as a TMDL folder named “\definition” with separate files for each table, perspective, role, culture:  

After enabling the preview feature, when saving as PBIP, your semantic model will be saved as a TMDL folder named “\definition” with separate files for each table, perspective, role, culture: 

You can also upgrade existent PBIP files to TMDL , by just opening them and choosing “Upgrade” when you save:  

You can also upgrade existent PBIP files to TMDL, by just opening them and choosing “Upgrade” when you save: 

By default, Fabric Git Integration will still use Tabular Model Scripting Language (TMSL) to export the semantic model during the Public Preview. However, if the semantic model is imported into Fabric using TMDL, then Fabric Git Integration will export the definition into Git using TMDL in the event of any semantic model changes in the service.  

Learn more about TMDL in Power BI Project files  here .  

Visualizations

  • Inforiver Analytics+ (Charts+Cards+Tables)
  • Inforiver Premium Matrix / Table
  • Drill Down Donut PRO (Filter) by ZoomCharts
  • Date Picker
  • Enlighten Aquarium
  • Deneb: Declarative Visualization in Power BI
  • Comment – Dynamics 365 Finance business performance planning
  • Reporting – Dynamics 365 Finance business performance planning
  • Variance – Dynamics 365 Finance business performance planning
  • Matrix planning – Dynamics 365 Finance business performance planning
  • Copy – Dynamics 365 Finance business performance planning
  • Table edit – Dynamics 365 Finance business performance planning
  • Graphical planning – Dynamics 365 Finance business performance planning
  • Waterfall-Visual-Extended
  • Processifier Process Mining
  • flashbi fantail
  • Map by Squillion
  • Charticulator Visual Community (View)

New features were added to Multiple Sparklines on Oct 23

  • When you double click a line chart, it will zoom in to screen size of visual and you can then compare it with any other line chart in that column.
  • You can use different colors for each line chart in a field/column.
  • You can insert ratings with bands.
  • You can add beeswarm / distribution microchart.

A screenshot of a graph New features were added to Multiple Sparklines on Oct 23

Once you double click the line chart, it zooms in to the visual size. You can then compare it with another line chart in the same column. This is shown below:

A graph with purple lines Once you double click the line chart, it zooms in to the visual size. You can then compare it with another line chart in the same column.

Download this visual from APPSOURCE

For more information visit https://www.excelnaccess.com/sparklines/

or contact [email protected]

Rose/Donut/Pie Chart is a powerful visual that lets you build four types of charts – a rose, a rose donut, a donut, and a pie chart. These chart types are commonly used to display part-to-whole relationships, proportions of categorical data, and ratios. Each arc represents the ratio from the total for easy comparison.

Key Features:

  • Chart Options: Rose, donut, pie charts with style customization.
  • Data Colors: Choose from 30+ palettes, including color-blind mode.
  • Fill Patterns: Apply patterns or use custom images.
  • Smart Labels: Improve readability with data and leaf labels.
  • Arc Customization: Easily adjust arc radius, padding, and stroke.
  • Ranking: Filter Top/Bottom N, show others intelligently.
  • Center Circle: Multiple layers, text, icons, and images in the center.
  • Mouseover Text: Display dynamic details when hovering over arcs.
  • Image Labels: Integrate dynamic image URLs for enhanced visuals.
  • Conditional Formatting: Detect outliers and set smart rules for measures/categories.

Other features included are annotation, grid view, show condition, and accessibility support.

Business Use Cases: Finance, Healthcare, E-commerce, Education, Customer Demographics

🔗 Try Rose/Donut/Pie Chart for FREE from AppSource

📊 Check out all features of the visual: Demo file

📃 Step-by-step instructions: Documentation

💡 YouTube Video: Video Link

📍 Learn more about visuals: https://powerviz.ai/

✅ Follow Powerviz : https://lnkd.in/gN_9Sa6U

A screenshot of a chart Rose/Donut/Pie Chart is a powerful visual that lets you build four types of charts - a rose, a rose donut, a donut, and a pie chart. These chart types are commonly used to display part-to-whole relationships, proportions of categorical data, and ratios. Each arc represents the ratio from the total for easy comparison.

xViz Gantt Chart by Lumel is a Microsoft Power BI Certified Visual. As the most feature rich Gantt in Power BI – it is widely used across most Fortune 500 companies world-wide.

Why Large Enterprises Choose xViz Gantt Chart:

Real-time Alerts for Project Managers: Leverage Conditional Formatting to receive color-coded alerts and status flags, ensuring timely awareness of schedule delays or progress issues.

Visualize Task Dependencies: Easily identify causes of delays with the ability to plot task dependencies using connectors within the roadmap view.

Adaptable for Different Users: From Stakeholders tracking yearly progress to Project Managers analysing monthly views and Developers scrutinizing smaller time grains with flexibility across three distinct timeline levels.

Strategic Planning with Reference Lines and Ranges: Utilize Reference Lines and Ranges to mark crucial dates, holidays, sprints, or deadlines across projects.

Customization Galore:   Wide range of customizable options, including adjustable timeline limits, selectable week start days, and indentation customization for ragged hierarchies.

Hassle-Free Licensing:   The visual is free for use in Power BI Desktop. For sharing & collaborating on Power BI service, the licenses can be purchased directly from Microsoft AppSource.

A screenshot of a computer

Try xViz Gantt Chart today after watching the 2-minute video highlights.

Years ago, Stacey Barr introduced us to the magic of Control Charts. Magic it is, because it allows everyone to split their temporal data in two: random noise and real signals. And we all are looking for real signals, and don’t want to be distracted by random noise.

In our last release of the Control Chart XmR we have added several new features to make it even easier to find real signals and ignore random noise in your data.

First, we added a feature to allow any report consumer to override the applied rules. This allows everyone to analyze the effects of one specific rule or set of rules.

A screenshot of a computer First, we added a feature to allow any report consumer to override the applied rules. This allows everyone to analyze the effects of one specific rule or set of rules.

Several customers asked for a possibility to download the calculated values from the visual. Now you can download all values calculated by the Control Chart XmR, like: LCL, CL, UCL, sigmas and signals.

Don’t hesitate and try the new Control Chart XmR now on your own data by downloading it from the AppSource . All features are available for free to evaluate this visual within Power BI Desktop.

Questions or remarks? Visit us at: https://visuals.novasilva.com/ .

Drill Down Graph PRO lets you create elegant and user-friendly graphs to represent complex relationships between nodes. It’s ideal for both small and large network graphs and offers advanced features like cross-chart filtering and vast customization options. You can create hierarchies and explore them using this visual’s intuitive interactions.

Main features include:

  • Multiple layout options – dynamic, hierarchical, and radial
  • Focus nodes mode – for gradual exploration of graphs.
  • Customization options – choose colors, shapes, images, and labels.
  • Bidirectional links – show reciprocal relationships between nodes.
  • Touch device support – explore your data anywhere.

Popular use cases:

  • IT – asset management, IT infrastructure, IoT monitoring
  • Logistics – fleet management, stock management, parcel tracking
  • Sales & Marketing – community detection, account management, web analytics

ZoomCharts Drill Down Visuals are known for interactive drilldowns, smooth animations, and rich customization options. They support interactions, selections, custom and native tooltips, filtering, bookmarks, and context menu. Use them to create visually appealing and intuitive reports that business users will love on any device.

Get Drill Down Graph PRO from AppSource!

Learn more about Drill Down Graph PRO by ZoomCharts.

A screenshot of a computer ZoomCharts Drill Down Visuals are known for interactive drilldowns, smooth animations, and rich customization options. They support interactions, selections, custom and native tooltips, filtering, bookmarks, and context menu. Use them to create visually appealing and intuitive reports that business users will love on any device.

Have you ever wondered how to collaborate with your colleagues on sensitive data without compromising its security? Do you want to learn how to use Microsoft Purview Information Protection sensitivity labels to protect your data ?

If so, you’re in the right place! We’ll show you how to use sensitivity labels with protection to encrypt and protect your data, and how to enable more users to edit and republish encrypted PBIX files. By the end of this article, you’ll be able to collaborate more securely with your data in Power BI.

Protecting your data with Microsoft Purview

Compliance admins in your organization can use Microsoft Purview Information Protection  sensitivity labels  to manage their org’s sensitive data across different apps and services and meet regulatory and compliance requirements.

They define file protection policies for the sensitivity labels, which result in files being encrypted when such labels are applied, allowing only authorized users to open and edit these files in Office apps and Power BI Desktop.

Sensitivity labels are widely adopted by enterprises today and used to label and protect content in  Microsoft 365  apps such as Excel, PowerPoint, Word, and Outlook, and now in Power BI and Fabric as well.

All you have to do is enable Information Protection in Microsoft Fabric’s Admin Portal and let the labels do the rest.

A screenshot of a computer All you have to do is enable Information Protection in Microsoft Fabric’s Admin Portal and let the labels do the rest.

How Power BI Desktop enforces sensitivity label protection

In Power BI Desktop , we enforce label protection on PBIX files. To open a PBIX file, you either must be the label issuer or have one of the following usage rights .

These usage rights are elevated permissions, as they grant permission to change the sensitivity label. Because Power BI and Office apps use the same label policies, compliance admins may prefer not to grant these usage rights for Highly confidential labels. This might block you from collaborating with your colleagues when you’re sharing or downloading Power BI reports and trying to open them in the desktop app.

Collaborating and keeping label protection on PBIX files

By enabling “ Increase the number of users who can edit and republish encrypted PBIX files (preview) ” in your tenant, users that have been assigned with all of the following usage rights should be able to open, edit, and republish the protected PBIX file to the Power BI service:

  • View Content (VIEW)
  • Edit Content (DOCEDIT)
  • Save (EDIT)
  • Copy and extract content (EXTRACT)
  • Allow Macros (OBJMODEL)

Thus, users who were once restricted can now collaborate with protected files, while keeping protection consistent with the organizational policy.

Note: These usage rights are a sub-set of the “Co-Author” permissions preset in Microsoft Purview compliance center.

What are the restrictions and why?

In order to align with compliance requirements, users with these usage rights are lightly restricted while editing a protected PBIX file.

No exporting to unsupported formats –The user won’t be able to export to formats that don’t support sensitivity labels, such as CSV files.

A screenshot of a computer In order to align with compliance requirements, users with these usage rights are lightly restricted while editing a protected PBIX file. No exporting to unsupported formats –The user won’t be able to export to formats that don’t support sensitivity labels, such as CSV files.

No label change – The user can’t change the label on the PBIX file.

A screenshot of a computer No label change - The user can't change the label on the PBIX file.

Republishing to the original workspace only

Republishing to the original workspace only

Why restrict republishing into the original workspace only?

To remain compliant, we must keep users from gaining more permissions, including Power BI permissions (i.e., Read, Write, Reshare and Build). Meaning that a user who wishes to publish should not be able to publish to a workspace that might grant them additional permissions through Workspace roles.

Additionally, this feature is meant for collaborating and sharing items that are more restricted than usual, and confidential data is usually managed in a dedicated workspace. This restriction will prevent users from publishing confidential data across the tenant.

Side note: The file must be published at least once for other users to be able to republish it to that specific workspace. If the file has not yet been published, then the latest label issuer (the one who set the protected label) or a user with sufficient usage rights must publish it and then share the file with the other editors.

How to enable it

Prerequisite: The compliance admin must assign you and your colleagues the proper permissions for that sensitivity label.

Next, Fabric/Power BI admins must enable the feature in Admin Portal > Information protection > Increase the number of users who can edit and republish encrypted PBIX files (preview).

In Power BI Desktop, users who would like to open and edit protected PBIX files must enable the feature by opening File > Options and settings > Options > Preview feature > Less elevated user support.

Final words

With this new feature, users can now collaborate more easily with other users when working on confidential data in Power BI Desktop, without any loss of protection along the way.

That is all for this month! Please continue sending us your feedback and do not forget to vote for other features that you would like to see in Power BI! We hope that you enjoy the update! If you installed Power BI Desktop from the Microsoft Store,  please leave us a review .

Also, don’t forget to vote on your favorite feature this month on our community website. 

As always, keep voting on  Ideas  to help us determine what to build next. We are looking forward to hearing from you!

  • Microsoft Fabric
  • visual calculations

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Slide 1 : This slide introduces Quarterly Business Review. State Your Company Name, Agenda and Objectives and begin with clarity. Slide 2 : This is an Agenda slide. State your agendas here. Slide 3 : This slide presents Our 90 day Goal. Slide 4 : This slide presents Our Vision. State your vision here. Slide 5 : This is The Core Team slide with name, designation and image boxes. Slide 6 : This slide presents Organization Profile – AREA OF FOCUS. Slide 7 : This slide shows Completed, Outstanding And New Items to be stated. Slide 8 : This slide showcases Return On Investment with- Capital, Sales, Success, Return, Investment, Interest Calculation. Slide 9 : This slide presents Return On Investment Analysis with- COST, ROI, TIME. Slide 10 : This slide shows Value Proposition Canvas with circular imagery and text boxes displaying PRODUCT and CUSTOMER aspects. Slide 11 : This slide also shows Value Proposition Canvas. Slide 12 :' This slide displays a Value Proposition Scorecard. Slide 13 : This slide presents Expansion Of Value Proposition with the subheading- Pricing Strategies. Slide 14 : This slide shows Expansion of Value Proposition with imagery and text boxes. Slide 15 : This slide presents Product Usage - Depth And Breadth. Slide 16 : This slide presents another variation of Product Usage - Depth And Breadth. Slide 17 : This slide showcases Customer Use Cases with the following points- Medical & HelathCare, Transportation & Mobility, Industrial & Commercial, Logistics & Networking, Defence & Aerospace. Slide 18 : This slide presents the Phases Of Implementation of business etc. Slide 19 : This slide presents another variationof Phases Of Implementation of business etc. Slide 20 : This slide presents LAST 90 DAYS RESULTS of a particular project/business etc. Slide 21 : This slide presents another variation of LAST 90 DAYS RESULTS of a particular project/business etc. Slide 22 : This slide showcases Major Roadblocks Or Obstacles To Success. Slide 23 : This slide showcases roadmap image form of Major Roadblocks Or Obstacles To Success. Slide 24 : This slide showcases Benchmarking Competitive Intelligence in terms of HIGH and LOW. Slide 25 : This slide shows Customer Service Benchmarking in terms of category and percentage in bar graph form. Slide 26 : This slide shows Customer Service Benchmarking in terms of- Very Poor, Poor, Okay, Good, Excellent. Slide 27 : This slide displays Customer Service Benchmarking with metrics image. Slide 28 : This slide showcases Goals and Success Metrics. State them here. Slide 29 : This slide showcases a Health Scorecard. Slide 30 : This slide presents a 90 DAY PLAN. State your plan here.is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Slide 31 : This slide shows a 90 DAY PLAN divided into 30, 60, 90. State your plan here. Slide 32 : This is a Product Roadmap slide. State growth highlights, milestones achieved here. Slide 33 : This is a Product Roadmap slide shown in Swimlane form. Slide 34 : This slide is titled Additional Slides to proceed forward. You can change/alter the slide content as per need. Slide 35 : This is an About Us slide. State company/team specifications here. Slide 36 : This slide showcases Comparison of two entities in a creative form. Slide 37 : This is a Financial score slide. State financial aspects, stats etc. here. Slide 38 : This is a Quotes slide. State business message, beliefs etc. here. Slide 39 : This is a Status or Performance Dashboard slide to show growth factors in terms of High, Low, Medium. Slide 40 : This is Location image slide of world map image to show global growth, presence etc. Slide 41 : This is a Timeline slide to show evolution, journey, growth, milestones etc. Slide 42 : This slide showcases Post It Notes to be displayed. Show events, important piece of information, events etc. here. Slide 43 : This slide showcases Newspaper image. Show events, important piece of information, events etc. here. Slide 44 : This is a Puzzle image slide to show information, specifications etc. Slide 45 : This is a Target image slide to show targets, goals, information, aspirations etc. Slide 46 : This is a Venn Diagram image slide to show information, specifications etc. Slide 47 : This is a SWOT Analysis slide. Slide 48 : This is a Mind map image slide to show information, segregation, specifications etc. Slide 49 : This is an ANSOFF Product Matrix slide to show information, specifications etc. Slide 50 : This is a Lego Blocks Diagram slide to show information, specifications etc. Slide 51 : This is a Cicular or Team Chart slide to show information, specifications etc. Slide 52 : This is an Organization Chart in hierarchy form to state team specifications etc. Slide 53 : This is a Bulb or Idea slide to show information, innovative specifications etc. Slide 54 : This slide shows a Magnifying glass image with text boxes. State information etc. here. Slide 55 : This slide presents a Bar Graph for showcasing product/company growth, comparison etc. Slide 56 : This slide displays a Funnel image. State information, funneling aspects etc. here. Slide 57 : This is a Thank You slide with Address# street number, city, state, Contact Numbers, Email Address.

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May 22, 2021

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Norfolk Southern urges shareholders to reject activist investor’s takeover plan at the railroad

FILE - Norfolk Southern locomotives are moved through the Conway Terminal in Conway, Pa., June 17, 2023. Norfolk Southern wants its shareholders to back its current management team and strategy and reject a bid from a group of investors to take over the railroad. Norfolk Southern urged shareholders Monday, Feb. 26, 2024 to reject Ancora Holdings eight board nominees when it filed its proxy statement. (AP Photo/Gene J. Puskar, file)

FILE - Norfolk Southern locomotives are moved through the Conway Terminal in Conway, Pa., June 17, 2023. Norfolk Southern wants its shareholders to back its current management team and strategy and reject a bid from a group of investors to take over the railroad. Norfolk Southern urged shareholders Monday, Feb. 26, 2024 to reject Ancora Holdings eight board nominees when it filed its proxy statement. (AP Photo/Gene J. Puskar, file)

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OMAHA, Neb. (AP) — Norfolk Southern wants its shareholders to back its current management team and strategy and reject a bid from a group of investors seeking to take over the railroad.

The Atlanta-based railroad urged shareholders to reject Ancora Holdings’ eight board nominees when it filed its proxy Monday morning with the Securities and Exchange Commission. Norfolk Southern also nominated two new board members of its own — a former Amtrak CEO and a former U.S. Senator — that the railroad argues will provide valuable fresh perspective without derailing its current plan.

“We are confident that the continued execution of our balanced strategy – under the vision and leadership of Alan Shaw – is critical as we prioritize operational rigor, safety, and service,” said board chair Amy Miles.

Since 2019, Norfolk Southern has run a version of what has become the industry’s standard operating model that relies on running fewer, longer trains on a tighter schedule, so the railroad won’t need as many crews, locomotives or maintenance workers.

The exterior of Resorts Casino in Atlantic City N.J. is shown in this Oct. 1, 2020 photo. The Mohegan tribe will end its management of Atlantic City's Resorts casino at the end of this year, both parties said Monday, Feb. 26, 2024. (AP Photo/Wayne Parry)

But under Shaw, the railroad backed away from that model’s short-term cost cutting to keep additional staff on hand during downturns to respond better when the economy rebounds. Norfolk Southern has also invested in improving safety over the past year since its fiery derailment in East Palestine, Ohio.

Ancora argues that Norfolk Southern hasn’t done nearly enough to improve its efficiency because its profits continue to disappoint, and its operating ratio — a key measure of profitability that rail investors track — lags behind the other major freight railroads. So Ancora wants to hire former UPS executive Jim Barber and former CSX chief operating officer Jamie Boychuk to run the the railroad.

“Our slate and proposed management team have publicly committed to pursuing ‘stronger growth’ and implementing a ‘reliable network strategy that will leverage Norfolk Southern’s existing assets and people to get the organization to the right destination,’” Ancora said in a statement.

The Ohio-based investment firm also argues that Shaw and Norfolk Southern mishandled their response to the East Palestine derailment. The railroad has said the derailment will cost it at least $1.1 billion and that total will continue to grow as the cleanup continues and lawsuits and fines pile up. The town is eager to recover, but many residents worry about the potential long-term health consequences of the derailment.

Two rail unions — the massive SMART-TD union that represents conductors and the Brotherhood of Railroad Signalmen — have issued statements supporting the current management team at Norfolk Southern. And the head of the Federal Railroad Administration cautioned that the railroad would face additional scrutiny if it abandoned any of its efforts to improve safety after a management change.

The chairman of the Surface Transportation Board, Martin Oberman, told the Progressive Railroading trade magazine that Norfolk Southern had been one of the industry leaders in rebuilding its workforce and improving service after the deep cuts of the last six years.

“If the activist investor succeeds at Norfolk Southern, it will be a huge detriment to the industry. It will have other CEOs looking over their shoulders. And it’s just a very bad trend,” Oberman said to the magazine.

But Ancora said the fears of regulators and labor groups are misplaced.

“Policymakers and labor leaders should be able to take comfort in our slate’s commitments to honoring union agreements, leveraging the company’s existing workforce and investing in a network strategy that drives growth,” the investment group said.

The date of the railroad’s annual meeting hasn’t been set yet.

JOSH FUNK

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