Supplier business review (QBR) pack
Everything for a structured quarterly business review with a key supplier: agenda with timings, KPI scorecard with RAG status, actions from the last review, and decisions.
- Free Excel file, no sign-up
- Timed agenda
- RAG with your tolerance
- Actions carried forward
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 4 | KPI | Target | This quarter | Trend | RAG |
| 5 | On-time in-full delivery | 95% | 96% | Improving | Green |
| 6 | Defect rate (ppm) | 150 | 180 | Improving | Red |
| 7 | Stakeholder satisfaction | 4.0 | 3.9 | Improving | Amber |
| 8 | Invoice accuracy | 98% | 99% | Improving | Green |
What is inside
5 sheets, ready to use.
Yellow cells are yours to fill in. Grey cells calculate. Every sheet has a worked example so you can see the expected format.
Read me
Purpose, steps, colour legend and assumptions.
Agenda
Meeting details and eight agenda items with lead, minutes and calculated start times.
Scorecard
KPI target, previous and current values, change, trend and RAG status, with an Amber tolerance you set.
Actions
Action log with owner, side, due date, status and days late.
Decisions and plan
Decisions and joint initiatives with expected benefit, owner and date.
How to use it
Four steps from download to a decision.
No macros, no add-ins. It works in Excel, Google Sheets and LibreOffice.
01
Fill in the meeting details and agenda. Start times follow from the minutes per item.
02
Enter target, previous and current values. Trend and RAG are calculated.
03
Review last quarter’s actions first, then agree new actions and decisions.
04
Send the pack to the supplier at least three working days before the meeting.
Spreadsheet or platform
Start in Excel. Move when the volume or the stakes grow.
The template and the platform use the same structure, so nothing you set up here is wasted.
This spreadsheet is enough when
- You review a handful of strategic suppliers
- The scorecard numbers are gathered by hand each quarter
- Actions are followed up in the next meeting
Move it into EvaluationsHub when you need to
- Build the review pack from live scorecard data instead of copying numbers
- Share it with the supplier ahead of the meeting
- Track actions on both sides with owners and due dates between reviews
- Link decisions to contract obligations and performance over time
Questions
Before you download
What belongs on a supplier QBR agenda?
The scorecard and its trend, open actions from the last review, upcoming demand and changes on both sides, improvement or innovation topics, and decisions with an owner and a date. Supplier QBR software →
Is the template really free?
Yes. The file downloads directly, with no form and no email address.
When should we move this out of Excel?
When several people rate the same suppliers, when suppliers need to see their results, or when actions get lost between file versions. That is usually the point where a shared platform pays back. Signs you have outgrown the spreadsheet →
Related templates
Next steps in the supplier lifecycle.
Templates that pick up where this one ends.
Weighted supplier scorecard with segment presets
Six dimensions, weights by segment, tiers and next actions.
View template →
Supplier risk register with heat map
Likelihood and impact before and after mitigation, review dates and a heat map.
View template →
Supplier corrective action tracker (8D)
8D cases with targets by severity, containment check and supplier summary.
View template →
Run it live
Run this process with your suppliers, not just in a file.
Start a free sandbox and set it up yourself: send requests and surveys to real suppliers, collect answers and see scores in one place.
