Quarterly Business Review

A Quarterly Business Review (QBR) is a periodic assessment of a company's performance and progress over the previous quarter. Its purpose is to evaluate the current state of the business and identify any necessary adjustments to ensure that it remains on track to achieve its goals. By reviewing key metrics and analyzing trends, a QBR allows companies to anticipate challenges and opportunities, and plan ahead to optimize their performance.


There are several objectives of a QBR, including:

  • Reviewing financial performance: This includes analyzing financial metrics such as revenue, profits, and expenses.
  • Assessing progress on business goals: The QBR is an opportunity to review the company's progress towards its long-term goals and make any necessary adjustments.
  • Identifying issues and opportunities: The QBR allows the company to identify any challenges or opportunities that have arisen over the past quarter and come up with strategies to address them.
  • Communicating with stakeholders: The QBR is a chance for the company to communicate its progress and plans to stakeholders, including employees, customers, and investors.

A customer quarterly business review (CQBR) is a meeting between a company and its customer to review the customer's progress and satisfaction with the company's products or services. This type of QBR is an opportunity for the company to understand the customer's needs and identify any areas for improvement.

QBR planning involves preparing for the QBR by gathering data, analyzing performance, and identifying any issues or opportunities. It is important to have a clear agenda for the QBR and to involve relevant stakeholders in the planning process.


There is often confusion between a QBR and an Executive Business Review (EBR). An EBR is similar to a QBR, but it is typically focused on high-level strategic planning and decision-making, rather than a detailed review of the past quarter's performance. An EBR may involve a broader range of stakeholders, such as senior executives and board members, and is often held on a semi-annual or annual basis.

Automated QBR

The QBR (Quarterly Business Review) process typically requires more thorough planning and strategy than a casual catch-up meeting. EverAfter can help streamline this process by automating the gathering of data, allowing customers to verify information, summarizing findings, and creating presentations. This is achieved by defining the structure and metrics to be included in the process. If you already have a strong QBR process in place, you can utilize EverAfter to further enhance it.

By clicking “Accept”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy and Cookie Policy for more information.