📊 Run Better QBRs, Strengthen Customer Relationships

Quarterly Business Reviews (QBRs) are a cornerstone of B2B customer success. They help align expectations, showcase value, and uncover growth opportunities. But without a structured process, QBRs can become inconsistent or reactive.

That’s why EvaluationsHub created a free, Excel-based Customer QBR Tracker—a practical tool to help Customer Success and Account Management teams plan, track, and improve QBRs across their customer base.

✅ What’s Inside the Template?

This all-in-one Excel workbook includes:

• Customer Info: Health score, engagement, renewal date, risk flags
• QBR Schedule: Last and next QBR dates, frequency, prep status
• Strategic Goals: Customer objectives, success metrics, progress tracking
• Performance Summary: Usage stats, support tickets, NPS, satisfaction
• Action Items: Owner, deadline, status, notes
• Feedback: Sentiment score, follow-up needs
• Dashboard: Upcoming QBRs, overdue reviews, average sentiment, flagged accounts

🎯 Who Should Use It?

This template is ideal for:

• Customer Success Managers
• Account Managers
• B2B SaaS and service providers
• Mid-market and enterprise teams

Whether you’re managing 10 or 100 accounts, this tool helps you run consistent, data-driven QBRs that drive retention and growth.

🚀 Download the Free Template here:

📥Customer QBR Tracker – Excel Template for B2B Success Teams