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The title slide and first slides of the SaaS QBR Deck template

SaaS QBR Deck

Presentation template for Google Slides and PowerPoint

Make a copy in Google Slides
Type
Presentation
Price
Free
Slides
11
Style
Modern
Difficulty
Beginner
Updated
October 30, 2026

Every slide (11)

Overview

A quarterly business review fails when it reports activity instead of outcomes, hides a weak quarter or turns into a renewal pitch. This deck leads with adoption and active users, then covers feature usage, support, return on investment, the roadmap the customer asked for and a dated success plan with owners.

The sample is a Q1 2027 review for Corbel Freight, a fictional customer of Umberfield Systems, with a £184,000 contract, 78% seat utilisation and a 2.4 times return. It admits where drivers lag. Replace the customer, quarter and numbers with your own, keeping a target beside each one.

Useful for

  • A customer success manager preparing a quarterly review for a sponsor and a day-to-day admin
  • An account lead using adoption and ROI evidence ahead of a renewal six months away
  • A CS leader standardising how the team reports usage, support and roadmap items to customers

What's included

  • Cover and adoption headline numbers: contract value, seats in use and utilisation change
  • Active users chart with insights, plus four cards for user groups and their weekly use
  • Feature usage columns showing what is used most, what is growing and what is untouched
  • Ticket summary with response times and satisfaction, and a note on the one fix owed
  • ROI table with before, now and method, and a roadmap marking committed against planned items
  • Swimlane success plan, guide slide and closing slide with contacts

How to use it

  1. 1

    Click Make a copy in Google Slides, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the customer name, sponsor and the goals agreed at the last review, then paste your real usage, ticket and satisfaction figures with the quarter dates.

  3. 3

    Rewrite the roadmap to the items this customer asked for, marking which are committed and which are only planned.

  4. 4

    Update the success plan with one measurable target and a named owner for each goal next quarter.

  5. 5

    Delete the guide slide, then share the deck or present it with time left for the customer to talk.

What you need

Requirements

  • A Google account with access to Google Slides

Works with

  • Google Slides
  • Microsoft PowerPoint (File → Download → .pptx)

Questions

How should I start a QBR?

Lead with the customer's own goals and how they moved, not with product usage. Keep selling out of the first twenty minutes and leave time for the customer to talk about next quarter.

What if the quarter was bad?

Show it plainly, with a cause and a fix. The sample admits that driver adoption lags and one support issue is overdue. Surprising a sponsor with churn risk later costs far more than a candid slide now.

Is the Umberfield Systems customer real?

No. Umberfield Systems, Corbel Freight, the people named and every figure are fictional sample data. Replace them with your own account data before you present the deck.

  • #qbr
  • #quarterly-business-review
  • #customer-success
  • #saas
  • #account-review
  • #adoption
  • #google-slides

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