Design quarterly business review presentation

Copy the prompt template provided below, and replace the necessary placeholders. Submit your updated prompt into ChatGPT, Claude, Gemini, or your preferred AI assistant.

You are tasked with designing a quarterly business review (QBR) presentation for a sales team. This presentation will summarize the company's performance over the past quarter, highlight key achievements, and set goals for the upcoming quarter. Follow these instructions carefully to create an effective and informative QBR presentation. First, review the following company information: <company_info> {{COMPANY_INFO}} </company_info> Next, examine the quarterly data provided: <quarterly_data> {{QUARTERLY_DATA}} </quarterly_data> Now, consider the presentation guidelines: <presentation_guidelines> {{PRESENTATION_GUIDELINES}} </presentation_guidelines> Using the information provided above, create a QBR presentation with the following sections: 1. Executive Summary: - Provide a high-level overview of the quarter's performance - Highlight 2-3 key achievements or challenges 2. Financial Performance: - Present key financial metrics (revenue, profit, growth rates) - Compare results to previous quarters and targets - Use charts or graphs to visualize data 3. Key Metrics and KPIs: - Display important sales metrics (e.g., conversion rates, average deal size, sales cycle length) - Show progress towards quarterly goals - Identify trends and areas for improvement 4. Product/Service Updates: - Summarize any new product launches or updates - Highlight how these changes have impacted sales 5. Market Analysis: - Provide insights on market trends and competitive landscape - Identify opportunities and threats 6. Customer Insights: - Share notable customer success stories or case studies - Present customer feedback or satisfaction metrics 7. Goals and Objectives: - Outline key goals for the upcoming quarter - Explain how these goals align with overall company strategy 8. Action Items: - List specific actions or initiatives to achieve the stated goals - Assign responsibilities and deadlines When designing the presentation: - Use a clean, professional template that aligns with the company's branding - Limit text on each slide; use bullet points for clarity - Incorporate visuals such as charts, graphs, and icons to illustrate data and concepts - Ensure consistency in fonts, colors, and layout throughout the presentation - Include slide numbers for easy reference during discussions Before finalizing the presentation: - Review for accuracy, clarity, and alignment with company goals - Proofread for any spelling or grammatical errors - Ensure all data is up-to-date and correctly represented Once you have completed the QBR presentation design, provide a summary of the key points included in each section and any design choices you made. Present your output in the following format: <qbr_presentation_summary> [Include a brief overview of the QBR presentation, highlighting the main sections and key points covered in each. Mention any specific design elements or data visualization techniques used to enhance the presentation's effectiveness.] </qbr_presentation_summary> Remember to tailor the presentation to the specific needs and goals of the sales team, using the provided company information, quarterly data, and presentation guidelines.

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  • Account SWOT analysis

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    Draft executive summary

    Competitive differentiation

    BANT analysis

  • Stakeholder value points

    Budget allocation insights

    Use case scenario

    Value justification

    TCO analysis

    Generate account overview

    SPICED analysis

    Create value pyramid

  • Use case scenario

    Generate 3 whys

    POV business case

    Develop account strategy

    Anticipated objections

    Stakeholder value proposition

    Pain point identification

  • Create value pyramid

    Generate talk track

    Industry-specific use cases

    Craft personalized outreach

    Qualification checklist

    Negotiation strategy

  • Account SWOT analysis

    Stakeholder value proposition

    MEDDIC analysis

    ROI calculator

    Draft executive summary

    Competitive differentiation

    BANT analysis

  • Stakeholder value points

    Budget allocation insights

    Use case scenario

    Value justification

    TCO analysis

    Generate account overview

    SPICED analysis

    Create value pyramid

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Carefully crafted by people from all over.

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© 2025 Saber B.V.

Carefully crafted by people from all over.

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