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Shown on sample data. The figures are illustrative, not real business results — take the template and point it at your own.
Quarterly Business Review
The quarter's sales story: what closed, who closed it, and what is next.
PresentationSalesAny industryWhat it needs from your data
| Needs | a revenue or money column, a category (~4 values) |
|---|---|
| Optional | dates for trends, 11 more |
What is on it
- Closed value over time Area chart
- Won against lost Grouped bar chart
- Deal size spread by rep Box plot
- Value by product Treemap
- Pipeline by stage Pareto chart
- Open value by stage and region Heatmap
- Size against cycle length Scatter plot
- How long each source takes Ranking chart
- Confidence across the funnel Radar chart
- Weighted value by industry Treemap