Quarterly Business Revue Template

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

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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.
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Situation AnalysisChannel Sales Resource Update

• ltList Channel Partner Heregt
• ltList Sales Resource Heregt

Assigned Products Assigned Products
ltList Product Heregt ltgt
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Total 100
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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









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Situation AnalysisCompetitive Feedback

• ltList Feedback Heregt
• ltList Feedback Heregt
• ltList Feedback Heregt

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Situation AnalysisOther Issues Implications
to Business

• Political
• ltList Issue Heregt
• ltList Implication Heregt
• Technological
• ltList Issue Heregt
• ltList Implication Heregt
• Economic
• ltList Issue Heregt
• ltList Implication Heregt

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Status of Previous Quarter Objectives

• ltList Objective Heregt
• ltList Status Heregt
• ltList Objective Heregt
• ltList Status Heregt
• ltList Objective Heregt
• ltList Status Heregt

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Action Plan for Current Quarter

• ltList Objective Heregt
• ltList Strategy Heregt
• ltList Tactic 1 Heregt
• ltList Tactic 2 Heregt
• ltList Objective Heregt
• ltList Strategy Heregt
• ltList Tactic 1 Heregt
• ltList Tactic 2 Heregt
• ltList Objective Heregt
• ltList Strategy Heregt
• ltList Tactic 1 Heregt
• ltList Tactic 2 Heregt

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Summary

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• ltList Summary Heregt
• ltList Summary Heregt