Quarterly Business Revue Template

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Quarterly Business Revue Template

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Quarterly Business Review Q_ - FY _ _ Presented by: First Last, Title, Region Page -* - www.themindsharemanager.com Quarterly Business ... – PowerPoint PPT presentation

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Title: Quarterly Business Revue Template

1
ltInsert Territory Map Heregt
Quarterly Business Review Q_ - FY _
_ Presented by First Last, Title, Region
2
Quarterly Business ReviewAgenda

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

3
Situation AnalysisCurrent Attainment Status
FY _ _ Q1 Q2 Q3 Q4
Quarterly Sales _ _ _._K
Backlog _ _ _._K
Quarterly Forecast _ _ _._K
Sales vs. Quarterly Quota _ _._
YTD Sales vs. Annual Quota _ _._
Notes 1 Dollar figures listed in thousands.
4
Situation AnalysisChannel Sales Resource Update

ltList Channel Partner Heregt
ltList Sales Resource Heregt

Assigned Products Assigned Products
ltList Product Heregt ltgt
ltList Product Heregt ltgt
ltList Product Heregt ltgt
ltList Product Heregt ltgt
ltList Product Heregt ltgt
ltList Product Heregt ltgt
ltList Product Heregt ltgt
ltList Product Heregt ltgt
ltList Product Heregt ltgt
Total 100
5
Situation AnalysisTargeted Accounts Update
Account User Application Contact Product Status/Next Steps
ltList Account Heregt ltList Application Heregt ltList Contact Heregt ltList Product Heregt ltList Status Heregt

6
Situation AnalysisCompetitive Feedback