1. Quarterly Business Review
<Insert
Territory Map
Here>
Quarterly Business Review
Q_ - FY ‘_ _
Presented by: First Last, Title, Region

2. Quarterly Business Review Agenda
Situational Analysis:
Current Attainment Status
Channel Sales Resource Update
Targeted Accounts Update
Competitive Feedback
Other Issues & Implications to Business
Status of Previous Quarter Objectives
Action Plan for Current Quarter
Summary
Rev. Date: 11/10

3. Sales vs. Quarterly Quota YTD Sales vs. Annual Quota
Situation Analysis: Current Attainment Status
FY ‘_ _ Q1 Q2 Q3 Q4
Quarterly Sales
$_ _ _._K
Backlog
Quarterly Forecast
Sales vs. Quarterly Quota
_ _._%
YTD Sales vs. Annual Quota
List current attainment status and progress against quarterly/ YTD quota.
Notes:
[1] Dollar figures listed in thousands.
Rev. Date: 11/10

4. Situation Analysis: Channel Sales Resource Update
<List Channel Partner Here>
<List Sales Resource Here>
Assigned Products
<List Product Here>
<%>
Total =
100%
List the products/ services, and time devoted to each (by percentage), for assigned sales resources. Insert additional slides as necessary.
Rev. Date: 11/10

5. Situation Analysis: Targeted Accounts Update
User Application
Contact
Product
Status/Next Steps
<List Account Here>
<List Application Here>
<List Contact Here>
<List Product Here>
<List Status Here>
List targeted accounts (usually coordinated with Management) and provide status update. Include next steps planned to reach objectives.
Rev. Date: 11/10

6. Situation Analysis: Competitive Feedback
<List Feedback Here>
List competitive information that could, or has already impacted business. Include any strategic Lost Sales as appropriate.
Keep items focused on Region business as covered by Review.
Rev. Date: 11/10

7. Situation Analysis: Other Issues & Implications to Business
Political
<List Issue Here>
<List Implication Here>
Technological
Economic
List other issues and anticipated implications to business. Group into categories of Political, Technological, & Economic.
Keep items focused on Region business as covered by Review.
Rev. Date: 11/10

8. Status of Previous Quarter Objectives
<List Objective Here>
[<List Status Here>]
List objectives from the previous quarter and provide status update. Include comments on success/ failure of strategy and tactic(s) followed.
Rev. Date: 11/10

9. Action Plan for Current Quarter
<List Objective Here>
<List Strategy Here>
<List Tactic #1 Here>
<List Tactic #2 Here>
List objectives for current quarter with planned strategy and tactic(s) to be employed.
Keep items focused on Region business as covered by Review.
Rev. Date: 11/10

10. Summary <List Summary Here>
List high-level summary of previous quarter results and provide guidance on expectations for current quarter.
Keep items focused on Region business as covered by Review.
Rev. Date: 11/10