Free Template

Sales QBR Template

8-slide Google Slides deck for quarterly business reviews. Territory map, pipeline summary, account distribution, and next-quarter plan.

Copy Google Slides Template

Template Structure

1

Title Slide

Quarter, territory name, rep name(s), date. Sets context for the review.

2

Territory Map

Screenshot of your territory with accounts plotted by status or segment. Use InstaMaps to generate this in 5 minutes.

3

Pipeline Summary

Deals by stage, total pipeline value, weighted pipeline, quarter-over-quarter change.

4

Account Distribution

Accounts per rep, revenue concentration, top 10 accounts by ARR or opportunity value.

5

Coverage Gaps

Regions or segments with no accounts, low activity, or zero pipeline. Drives headcount conversations.

6

Wins & Losses

Key deals won and lost with brief root cause. Focus on the 3-5 that reveal patterns.

7

Competitive Landscape

Where competitors appeared, win/loss rate against each, and any shifts in positioning.

8

Next Quarter Plan

Specific territory changes, account reassignments, new verticals or regions to target, resource requests.

How to Use This Template

  1. 1

    Click "Copy Google Slides Template" above

    Creates a copy in your Google Drive that you can edit.

  2. 2

    Generate your territory map with InstaMaps

    Export your Salesforce report to Google Sheets, open InstaMaps, screenshot the filtered map.

  3. 3

    Fill in each slide with your data

    Pipeline from Salesforce reports, account distribution from your territory export.

  4. 4

    Present in 30 minutes

    8 slides, focused on strategic decisions. Leave operational details for pipeline reviews.

Need the Territory Map Slide?

InstaMaps turns your Salesforce report into a filterable map in 5 minutes. Screenshot it directly into your QBR deck.

Install InstaMaps Free