<img src="https://ws.zoominfo.com/pixel/4z2e82sWyhmveGlCzuJa" width="1" height="1" style="display: none;">
Untitled presentation (2)

The Complete Guide to QBRs

TopOPPS is excited to bring you our complete guide to having successful Quarterly Business Reviews. This guidebook contains:

  • QBR Definition & Purpose
  • Metrics - Definitions & Applications
  • Checklists
  • Slide Templates for: 
    • Sales Development Representatives
    • Account Executives
    • Sales Leaders

Download Guidebook (scroll down for just slide templates)

Don't want the full guidebook - just access the slide templates here!

QRB Cover Tiles (4)

Download Template for SDRs

  Download SDR Template  
QRB Cover Tiles (3)

Download Template for Sales Reps

Download Sales Rep Template
QRB Cover Tiles (2)

Download the outline for Sales Leaders

Download Sales Leader Outline


To compliment the Guidebook, consider watching the 30 minute webinar replay:


Zero Prep Weekly Sales Forecast Calls and QBRs

This webinar will focus on the management cycle, key weekly monthly and quarterly meetings and content to optimize results.  In this webinar we will focus on:   

  • Three things to focus on for effective sales forecast calls
  • Key metrics to present in QBR's to succinctly present results from the previous quarter and forecasted outcomes for the current quarter 
  • How 1:1s, weekly forecast calls and QBRs fit into your overall sales management
  • Key uses for predictive analytics for sales
  • How to leverage technology to require zero preparation by sales reps and sales management for weekly forecast calls and quarterly business reviews.

Watch Webinar Replay