# Quarterly Business Review (QBR)

**Customer:** [Customer Name]
**Date:** [QBR Date]
**Prepared by:** [CSM Name]
**Attendees:** [List attendees and titles]

---

## 1. Executive Summary

**Overall Relationship Status:** [Green / Yellow / Red]
**Health Score:** [Score]/100
**Key Theme:** [One sentence summarizing the quarter]

### Quarter Highlights
- [Highlight 1: major achievement or milestone]
- [Highlight 2: value delivered]
- [Highlight 3: initiative completed]

### Areas of Focus
- [Focus area 1]
- [Focus area 2]

---

## 2. Value Delivered This Quarter

### Business Outcomes Achieved

| Objective | Target | Actual | Status |
|-----------|--------|--------|--------|
| [Objective 1] | [Target metric] | [Actual metric] | [On Track / At Risk / Achieved] |
| [Objective 2] | [Target metric] | [Actual metric] | [On Track / At Risk / Achieved] |
| [Objective 3] | [Target metric] | [Actual metric] | [On Track / At Risk / Achieved] |

### ROI Summary

| Metric | Before | After | Improvement |
|--------|--------|-------|-------------|
| [Metric 1, e.g., Time savings] | [Baseline] | [Current] | [% change] |
| [Metric 2, e.g., Cost reduction] | [Baseline] | [Current] | [% change] |
| [Metric 3, e.g., Revenue impact] | [Baseline] | [Current] | [% change] |

**Estimated Total Value Delivered:** $[Amount]

---

## 3. Product Usage and Adoption

### Usage Metrics

| Metric | Last Quarter | This Quarter | Trend |
|--------|-------------|--------------|-------|
| Monthly Active Users | [Number] | [Number] | [Up/Down/Stable] |
| Feature Adoption Rate | [%] | [%] | [Up/Down/Stable] |
| DAU/MAU Ratio | [Ratio] | [Ratio] | [Up/Down/Stable] |
| Seat Utilization | [%] | [%] | [Up/Down/Stable] |

### Feature Adoption Breakdown

| Feature/Module | Status | Usage Level | Notes |
|---------------|--------|-------------|-------|
| [Feature 1] | Active | [High/Med/Low] | |
| [Feature 2] | Active | [High/Med/Low] | |
| [Feature 3] | Not Adopted | -- | [Reason / Opportunity] |

### Adoption Recommendations
1. [Recommendation for increasing adoption of underused features]
2. [Recommendation for enabling new use cases]

---

## 4. Support Summary

| Metric | This Quarter | Previous Quarter | Benchmark |
|--------|-------------|-----------------|-----------|
| Total Tickets | [Number] | [Number] | [Segment avg] |
| Avg Resolution Time | [Hours] | [Hours] | [SLA target] |
| Escalations | [Number] | [Number] | [Target: 0] |
| CSAT Score | [Score] | [Score] | [Target] |

### Open Issues
| Issue | Priority | Status | ETA |
|-------|----------|--------|-----|
| [Issue 1] | [P1/P2/P3] | [In Progress / Pending] | [Date] |

---

## 5. Success Plan Progress

### Current Success Plan Goals

| Goal | Timeline | Progress | Status |
|------|----------|----------|--------|
| [Goal 1] | [Date] | [%] | [On Track / At Risk / Complete] |
| [Goal 2] | [Date] | [%] | [On Track / At Risk / Complete] |
| [Goal 3] | [Date] | [%] | [On Track / At Risk / Complete] |

### Next Quarter Goals (Proposed)
1. [Goal 1 with specific measurable outcome]
2. [Goal 2 with specific measurable outcome]
3. [Goal 3 with specific measurable outcome]

---

## 6. Product Roadmap Highlights

### Recently Released (Relevant to [Customer Name])
- [Feature/enhancement 1] -- [How it benefits them]
- [Feature/enhancement 2] -- [How it benefits them]

### Coming Next Quarter
- [Upcoming feature 1] -- [Expected benefit]
- [Upcoming feature 2] -- [Expected benefit]

### Feature Requests Status
| Request | Priority | Status | Expected Release |
|---------|----------|--------|-----------------|
| [Request 1] | [High/Med/Low] | [Planned / In Development / Under Review] | [Quarter] |

---

## 7. Growth Opportunities

### Expansion Discussion Points
- [Opportunity 1: e.g., additional seats for new team]
- [Opportunity 2: e.g., new module that addresses identified need]
- [Opportunity 3: e.g., tier upgrade for advanced capabilities]

### Estimated Value of Expansion: $[Amount] additional ARR

---

## 8. Action Items

| Action | Owner | Due Date | Priority |
|--------|-------|----------|----------|
| [Action 1] | [Name] | [Date] | [High/Med/Low] |
| [Action 2] | [Name] | [Date] | [High/Med/Low] |
| [Action 3] | [Name] | [Date] | [High/Med/Low] |
| [Action 4] | [Name] | [Date] | [High/Med/Low] |

---

## 9. Contract and Renewal

**Contract Start:** [Date]
**Renewal Date:** [Date]
**Current ARR:** $[Amount]
**Days to Renewal:** [Number]

### Renewal Readiness
- [ ] Value documented and communicated
- [ ] Executive sponsor aligned
- [ ] Open issues resolved or plan in place
- [ ] Pricing and terms discussed
- [ ] Expansion proposal prepared (if applicable)

---

**Next QBR Date:** [Date]
**Next Check-in:** [Date]
