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QBR presentation prompt for PowerPoint

A prompt for a 10-slide quarterly business review aimed at an executive committee. It covers performance against plan, revenue drivers, the margin bridge, cash flow, customers and operating risks, and ends with two actions to protect next-quarter margin.

Output
Full deck
Works with
Tosea, ChatGPT, Claude, Gemini
Updated
Quarterly business review example slide: kPI cards, revenue vs plan bars, EBITDA margin bridge and two priority actions
Executive QBR · KPI cards, revenue vs plan bars, EBITDA margin bridge and two priority actionsExample slide

Quarterly business review prompt

Fill in any highlighted fields, then copy or run it.

Create a 10-slide quarterly business review for the executive committee.
Decision: agree on two actions to protect next-quarter margin.
Use only the attached Q3 results, budget, and operating notes.
Cover performance versus plan, revenue drivers, margin bridge, cash flow, customers, operating risks, and actions.
For each slide provide an action title, evidence, visual, and source.
Do not invent figures. Mark gaps as data required.
64 words

Why this prompt works

  • The decision comes first

    The prompt names the ask before any content: agree on two actions to protect next-quarter margin. Every slide then has to support or test that ask.

  • Each slide has four parts

    It asks for an action title, evidence, a visual and a source on every slide, so no page ends up as a topic heading over an unexplained chart.

  • Inputs are fenced in

    "Use only the attached Q3 results, budget, and operating notes" stops the model from filling gaps with plausible numbers from nowhere.

  • Gaps stay visible

    "Mark gaps as data required" turns a missing customer or cash metric into a flag you can chase before the meeting, not a figure someone has to retract.

Adapt it to your own deck

  • Swap the quarter and the files

    Replace Q3 with your period and list only the files you have. Without operating notes, write "Use only the attached P&L and budget; mark drivers as data required."

  • Change the decision

    The deck bends toward whatever decision you name. For a strong quarter, try "Decision: approve reinvesting the revenue beat in two named growth programs."

  • Resize for the room

    For a board, cut to 6 slides and add "Lead with one slide on the three metrics that matter most." For a regional QBR, replace the cash flow slide with pipeline and account detail.

Quarterly business review FAQ

What is a quarterly business review (QBR)?

A QBR is a recurring meeting where leaders review the last quarter's results against plan, explain the main variances and agree on priorities for the next quarter. Account teams also run QBRs with customers to review the value delivered.

Can I use this QBR prompt in ChatGPT, Claude or Gemini?

Yes. A chat assistant will return slide text and an outline that you then lay out in PowerPoint yourself. In Tosea you attach your results file with the prompt, pick a template and get slides you can edit and export to PowerPoint (.pptx).

Which files should I attach?

The prompt expects the quarter's results, the budget and operating notes. A management accounts pack as a PDF or Word file is a good starting point. Where a section has no source, the prompt tells the model to mark it as data required rather than guess.

Figures on the example slides are illustrative.

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