QBR (Quarterly Business Review)
From quarter to quarter, employees — and even management — can have a tough time even remembering what the last meeting was about. When you meet at the end of a quarter to look back and to look ahead, it’s incredibly valuable to capture those insights as well as your notes, slide decks, and quarterly reports. This quarterly business review makes that process nearly effortless.
Once you start using it on a regular basis, you’ll be able to have visibility into what you talked about not only last quarter, but two quarters ago or a year ago. When you gather your entire team together, you’re going to want to be able to consolidate and centralize this ambitious, wide-reaching meeting. Now you have the scaffolding to do that in just a few clicks.