Sales deck template
QBR Deck Template
Most QBR decks are a vendor talking about itself for forty minutes. This one is about the customer: their numbers against the baseline you set together, the wins, the two things that went wrong and what you fixed, adoption in a manager's words, and next quarter's plan with owners. The renewal shows up on slide eight, sixty days early, as a comparison instead of a surprise.
A live render of this template with a sample deal — not a mockup. Your version uses your brand, pricing, and proof.
Who this template is for
- Customer success and account managers running quarterly reviews
- Accounts approaching renewal where expansion is on the table
- Teams that want the QBR to be a working session, not a status report
Deck'd fills the numbers slide from usage data you approve, drafts wins and misses from your account notes, and keeps the renewal comparison consistent with the renewal proposal template. The QBR and the renewal come from the same account record.
What's inside
The slides, and the job each one does
The quarter in numbers
Four stat cards on a brand band: their results, their baseline. Not your averages.
Wins
Three, with the number each moved. Include one the customer did themselves.
What didn't go to plan
Two cards, named and resolved. The slide that earns the renewal.
Adoption
One stat beside one quote from a user. Usage and sentiment on the same slide.
Roadmap & next quarter
What's coming and when they get it; then three things you'll do together, with owners and dates.
Looking ahead to renewal
Renew-as-is beside expand, sixty days out. No surprises.
Next steps
Confirm the plan, schedule the executive readout, renewal proposal to follow.
FAQ
- What should a QBR deck include?
- The customer's results against a baseline, wins, honest misses with fixes, adoption evidence, roadmap, next quarter's plan with owners, and an early look at renewal. Nothing about your company's news unless they asked.
- How long should a QBR be?
- Thirty minutes, half of it discussion. Nine slides with one idea each leaves room for the conversation, which is the point.
- Should renewal come up in a QBR?
- Yes, early and lightly. A side-by-side of renew-as-is and expand, two quarters out, turns renewal into a planning conversation instead of a negotiation.
Templates are the start, not the point
Your deal writes the rest.
Join the waitlist and Deck'd will draft this template for one of your real deals — your brand, your pricing, your proof.