FINANCE TEMPLATE

Quarterly Business Review (QBR) Template

Quarterly financial review: actuals vs. plan, variance analysis, updated forecast, and next quarter priorities.

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What's inside

Field	Details
Quarter	YYYY-MM-DD — YYYY-MM-DD
Author
Date	YYYY-MM-DD

Quarter at a Glance

How did we do? 3-5 sentences that tell the story: revenue vs. plan, biggest wins, biggest misses, what changed from last quarter.

Metric	Plan	Actual	Variance	Status
Revenue	$X.XM	$X.XM	+/- $XXK	On Plan
Gross margin	XX%	XX%		On Plan
Operating expenses	$X.XM	$X.XM		Over
EBITDA / Net income	$XXK	$XXK
Headcount	N	N
Cash position	$X.XM	$X.XM

Revenue

Revenue Line	Plan	Actual	Variance	Commentary
Revenue stream 1				Why it beat or missed plan
Revenue stream 2
Revenue stream 3
Total

Expenses

Category	Budget	Actual	Variance	Commentary
People (salaries, benefits, contractors)
Software & tools
Infrastructure
Marketing & sales
Other
Total

Variance Analysis

Explain the biggest gaps between plan and actual. Don't explain everything — focus on the variances that matter.

Item	Variance	Cause	One-Time or Recurring?	Action
Largest positive variance	+$XXK	Why	One-time / Recurring	What we do about it
Largest negative variance	-$XXK	Why

Updated Full-Year Forecast

Metric	Original Plan	Current Forecast	Change	Commentary
Revenue
Expenses
EBITDA / Net income

Wins & Challenges

Type	Item	Impact
Win	What went well	Financial or strategic impact
Win
Challenge	What was hard or went wrong	Financial or strategic impact
Challenge

Next Quarter Priorities

Priority	Expected Financial Impact	Owner
Top priority for next quarter	Revenue / cost impact	Name

Decisions Needed

Decision Needed	Options	Deadline	Owner
What needs to be decided	Option A / Option B	YYYY-MM-DD	Name
		YYYY-MM-DD

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