QBR Presentation Template
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Quarterly Business Review Template
Use this Quarterly Business Review template to help engage your customer in a meaningful dialogue about their success using your product. Specifically designed for SaaS providers, this QBR template has all the slides you need to summarize your customer's use of your product and tie that back to their overall goals. The template is easily customized and has everything you need from the agenda to goal setting, outstanding items, tracking against metrics, health scores, activity scores and even NPS scores.
Quarterly business review (QBR)template
Quarterly Business reviews are the second most important meetings for Customer success managers in the customer success world. The first being the onboarding meeting. QBRs are a CSM’s chance to showcase how their product has met the customer’s KPIs. Plus an opportunity to present the future planning to get a customer’s feedback and sow the seeds for renewal and / or upsell. Here is a template to help you plan the Quarterly Business Review meeting
The Simplest QBR Template Ever
This simple template will help you nail your next quarterly business review.
Quarterly Business Review Template - QBR Template - Customer Success Management
This is a Quarterly Business Review Template to be used by Customer Success Management organizations.
One of the most important activities your Customer Success Managers (CSMs) will perform is the Quarterly Business Review (QBR).
QBRs are sometimes known by different names – Business Reviews or Executive Business Reviews – but no matter what they’re called, they’re incredibly important and the agenda and flow are largely going to fall on the CSM, so it’s critical to help them prepare for, and perform QBRs, the right way.
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
Remote QBR
The unexpected and unprecedented spread of COVID- 19 has forced most businesses to adapt to the virtual environment. This applies even for meetings and Quarterly Business Reviews.
How should remote QBR be conducted
Customer Success Quarterly Business Review (QBR) Template
An example of Skilljar's customer success process.
EBR's: prepping, producing, and presenting
Tips for maximizing the value of your Executive Business Review process
QBR Playbooks That Drive Customer Accountability
Responsible customers take initiatives to get more out of your solution. Such customers take control of their experience, and they are eager to grow with you. Sounds wonderful, doesn't it? If you're not there yet, don't panic. It takes some conscious efforts to nurture highly responsible customers. In this webinar you will learn:
• What the blueprint for a flawless Customer Business Review (aka QBR) looks like
• How do the best CSMs leverage QBRs to create responsible customers
• What is a maturity model, and how to develop your own and introduce it in QBRs
Recommended
Quarterly Business Review Template
Use this Quarterly Business Review template to help engage your customer in a meaningful dialogue about their success using your product. Specifically designed for SaaS providers, this QBR template has all the slides you need to summarize your customer's use of your product and tie that back to their overall goals. The template is easily customized and has everything you need from the agenda to goal setting, outstanding items, tracking against metrics, health scores, activity scores and even NPS scores.
Quarterly business review (QBR)template
Quarterly Business reviews are the second most important meetings for Customer success managers in the customer success world. The first being the onboarding meeting. QBRs are a CSM’s chance to showcase how their product has met the customer’s KPIs. Plus an opportunity to present the future planning to get a customer’s feedback and sow the seeds for renewal and / or upsell. Here is a template to help you plan the Quarterly Business Review meeting
The Simplest QBR Template Ever
This simple template will help you nail your next quarterly business review.
Quarterly Business Review Template - QBR Template - Customer Success Management
This is a Quarterly Business Review Template to be used by Customer Success Management organizations.
One of the most important activities your Customer Success Managers (CSMs) will perform is the Quarterly Business Review (QBR).
QBRs are sometimes known by different names – Business Reviews or Executive Business Reviews – but no matter what they’re called, they’re incredibly important and the agenda and flow are largely going to fall on the CSM, so it’s critical to help them prepare for, and perform QBRs, the right way.
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
Remote QBR
The unexpected and unprecedented spread of COVID- 19 has forced most businesses to adapt to the virtual environment. This applies even for meetings and Quarterly Business Reviews.
How should remote QBR be conducted
Customer Success Quarterly Business Review (QBR) Template
An example of Skilljar's customer success process.
EBR's: prepping, producing, and presenting
Tips for maximizing the value of your Executive Business Review process
QBR Playbooks That Drive Customer Accountability
Responsible customers take initiatives to get more out of your solution. Such customers take control of their experience, and they are eager to grow with you. Sounds wonderful, doesn't it? If you're not there yet, don't panic. It takes some conscious efforts to nurture highly responsible customers. In this webinar you will learn:
• What the blueprint for a flawless Customer Business Review (aka QBR) looks like
• How do the best CSMs leverage QBRs to create responsible customers
• What is a maturity model, and how to develop your own and introduce it in QBRs
Art of the Quarterly Business Review
The quarterly business review is one of the best ways to create healthy, long-term relationships with customers. Learn about how to do it right.
Making the Most Out of Your QBR
How do we make the most out of a QBR that can define the tone of your customer relationships for the next 3 months? The key: delivering on what you have promised & demonstrate key value takeaways.
Customer Success Strategy Template
This template will help you codify your customer success strategy. You can read the blog post and download the template here: http://blog.preact.com/customer-success-strategy-template
From customer success metrics to the customer journey, and from the customers' critical path to your customer success team, this template enables you to present your vision to your executive team.
Monthly Review Powerpoint Presentation Slides
Introducing our content ready Monthly Review PowerPoint Presentation Slides. The topic-specific monthly plan review presentation deck comprises of self-explanatory PPT slides such as business overview, financial performance, client and project updates, competitor’s analysis, future roadmap, CSR, key developments /milestones achieved to name a few. Provide an overall picture of your monthly performance using the monthly business plan PPT visuals. Utilize these editable business performance assessment PowerPoint templates to facilitate your monthly business review meeting. Showcase your numbers according to country, geography, product, segment, etc. with the help of business review meeting format PowerPoint presentation. Utilize business performance review PowerPoint templates to track and monitor your progress against strategic and operational goals. Furthermore, this professional-looking corporate review PPT presentation template will provide you the appropriate format to conduct a monthly business meeting with your employees. Therefore, download the visually appealing business review report PPT graphics to drive internal performance and growth. Beat the heat with our Monthly Review Powerpoint Presentation Slides. Feel chilled out anywhere. https://bit.ly/3wqrGSS
How to Deliver Value and Avoid Frustration in Your Quarterly Business Reviews
If done incorrectly, the Quarterly or Executive Business Review can end up wasting time, creating customer frustration and damaging relationships.
Quarterly Business Review Powerpoint Presentation Slides
Here is a content ready Quarterly Business Review PowerPoint presentation having 79 slides to help you with your business review PPT. To save you time and the trouble of making an important presentation from scratch, here we have come up with readymade presentation related to your topic. In this quarterly business review PPT example, we have included a quarterly highlight, financial summary, key developments, balance sheet, cash flow statement, key financial ratios, funding updates, top customers & vendors, top debtors & creditors, project updates, competitor analysis, etc. You can also use this complete business review PowerPoint sample slide with related topics 30-60-90-day plan, product roadmap, Phases of Implementation, Major Roadblocks or Obstacles, SWOT analysis, CSR, customer services benchmarking, org chart, goals and success matrix, scorecard and many more. This is the most suitable QBR PPT designs for middle and top-level management. This professionally pre-designed quarterly business review presentation graphics are available to download. Our Quarterly Business Review Presentation Slides are truly out of this world. Just click download button and be a hero among your peers. Enable folks to infer the correct facts with our Quarterly Business Review Powerpoint Presentation Slides. It helps elaborate on the circumstances. https://bit.ly/2S1I2SM
Customer Service Process Flow Chart PowerPoint Presentation Slides
Our topic specific Customer Service Process Flow Chart Power Point Presentation Slides presentation deck contains fifteen slides to formulate the topic with a sound understanding. This PPT deck is what you can bank upon. With diverse and professional slides at your side, worry the least for a powerpack presentation. A range of editable and ready to use slides with all sorts of relevant charts and graphs, overviews, topics subtopics templates, and analysis templates makes it all the more worth. This deck displays creative and professional looking slides of all sorts. Whether you are a member of an assigned team or a designated official on the look out for impacting slides, it caters to every professional field.
Quarterly Business Review PowerPoint Presentation Slides
Here is a content ready Quarterly Business Review PowerPoint presentation having 79 slides to help you with your business review PPT. To save you time and the trouble of making an important presentation from scratch, here we have come up with readymade presentation related to your topic. In this quarterly business review PPT example, we have included a quarterly highlight, financial summary, key developments, balance sheet, cash flow statement, key financial ratios, funding updates, top customers & vendors, top debtors & creditors, project updates, competitor analysis, etc. You can also use this complete business review PowerPoint sample slide with related topics 30-60-90-day plan, product roadmap, Phases of Implementation, Major Roadblocks or Obstacles, SWOT analysis, CSR, customer services benchmarking, org chart, goals and success matrix, scorecard and many more. This is the most suitable QBR PPT designs for middle and top-level management. This professionally pre-designed quarterly business review presentation graphics are available to download. Our Quarterly Business Review Presentation Slides are truly out of this world. Just click download button and be a hero among your peers. Enable folks to infer the correct facts with our Quarterly Business Review PowerPoint Presentation Slides. It helps elaborate on the circumstances.
How to Develop a Quarterly Business Review
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - How to Develop a Quarterly Business Review - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Gild, Box, Zuora, Workday
How to Design a Value-Based Renewal Management Process
You can't rely on inertia to renew your customers for you. You can't even rely on customer happiness or delight to ensure a successful renewal event. In the Age of the Customer, the only predictable way to ensure renewal is to ensure your customers achieve their desired outcome. And that's intrinsically linke to value delivery. When you have a renewal process based on value, you're controlling all the variables that are in your control. Learn how to achieve a Value-Based Renewal Management process in this session.
How to Build the Ultimate Customer Success Board Presentation
Is there anything that causes more sleepless nights or gray hairs than planning a presentation before your Board of Directors? There’s so much riding on it, from your next fiscal year budget to near-term headcount to (potentially) the future of your career at your company. You know that every slide, every sentence, every chart and figure will be closely scrutinized.
Our all-star panel has been on both sides of this key business event, and they know exactly what you need to do to prepare and execute a flawless presentation for your board. Alfonso de la Nuez is CEO of UserZoom, a highly customer-centric company. Kristina Shen is a partner at Bessemer Venture Partners, and no stranger to receiving presentations on Customer Success. And finally, Nils Vinje is VP Customer Success at Rainforest QA and founder of Glide Consulting.
In this webinar, you will learn:
The top three things every CS leader should include in their deck
What board members really want to know about Customer Success
How to blend metrics, tactics, and strategy into a seamless presentation
And much more
Customer Success Plan Template
Now that you’ve developed your strategy to optimize customer usage, loyalty and renewal, use this Customer Success Action Plan template to outline the activities you and your team will implement in order to reach your goals.
How to measure your success as a Customer Success Manager
As CSMs, we can usually rattle off a number of metrics and statistics that we use to measure our customer's health and success -- but it gets a little less standardized when others ask us how we measure our own success. Renewals and churn are both important metrics to keep an eye on, but they're not the only ones.
In this webinar, we’ve partnered with Sparkcentral to discuss:
- The benefits of a top-down approach when re-evaluating CS team goals
- The importance of CSAT metrics
- Which KPIs to measure if Account Management and CS roles are combined
- Which questions to ask yourself when exploring and assessing your team’s current KPIs and goals
Join Krysta Gahagen and Julia Burnett, two Customer Success Managers from Sparkcentral, for the rundown of which KPIs are truly key for CSMs, and why.
How to Create The Ultimate One Page Key Account Plan
Strategic account planning is the secret to create value driven, long-term partnerships with your key accounts. But it doesn't have to be hard. In this video you'll learn a 7-step framework for creating bullet proof one page account plans for maximum impact in the minimum amount of time. Template and examples included.
Watch the free training video at https://youtu.be/AuAtY_2Ec-o
Account Manager Tips helps organisations deliver sustainable account growth by empowering account managers with the tools and mindset to succeed.
Learn more at https://accountmanager.tips
Quarterly Business Review Framework PowerPoint Presentation Slides
Here is a content ready quarterly business review framework PowerPoint presentation to benefit the professionals overcome restrictions to run a corporate. Highlighting the important facts of this business information review PPT slides, here we have come up with readymade presentation related to your topic. In this quarterly business overview PPT templates, we have included a firm overview, financial performance, CSR, competitor’s analysis, future roadmap, client & project updates etc. You can also use this complete company summary PowerPoint sample slide with related topics like economic assessment, company evaluation, organizational study, company information analysis, enterprise audit, enterprise assessment, organizational appraisal and many more. Organizational summary is required to ensure the challenges of economic and financial performance. This is the most suitable QBR PPT designs for middle and top-level management. This professionally pre-designed quarterly business review framework presentation graphics are available to download. Our Quarterly Business Review Framework PowerPoint Presentation Slides are truly out of this world. Even the MIB duo has been keeping tabs on our team.
Customer Success PowerPoint Presentation Slides
Customer is always considered the influential element which motivates the business to perform better to achieve its goals and targets. Thus, to measure the customer experience get your hands on this customer success PowerPoint Presentation slides. This PPT image will help in building a customer success strategy for your association for realizing the customer benefits as per the business plan. Describe the element of customer success with this PowerPoint template such as customer acquisitions, retention, churn rate, brand promotions and more. Utilize this customer success PPT layout to list all the vital parts of a successful customer success strategy as it ought to be clear and, incorporates the business portrayal, insights about your authoritative administration, money related assets of your business, future objectives and targets, customer promotional systems and some more. Click on the download link to start initializing over this PPT slide design now. Ensure an instrumental contribution with our Customer Success PowerPoint Presentation Slides. Guide folks on implementing important changes.
If you fail to plan, will your plan fail?
Speaker: Kerri Golden, CA and VC
Part of the CIBC Presents Entrepreneurship 101 lecture series.
More information including video: http://www.marsdd.com/Events/Event-Calendar/Ent101/2009/budgeting-02042009.html
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Art of the Quarterly Business Review
The quarterly business review is one of the best ways to create healthy, long-term relationships with customers. Learn about how to do it right.
Making the Most Out of Your QBR
How do we make the most out of a QBR that can define the tone of your customer relationships for the next 3 months? The key: delivering on what you have promised & demonstrate key value takeaways.
Customer Success Strategy Template
This template will help you codify your customer success strategy. You can read the blog post and download the template here: http://blog.preact.com/customer-success-strategy-template
From customer success metrics to the customer journey, and from the customers' critical path to your customer success team, this template enables you to present your vision to your executive team.
Monthly Review Powerpoint Presentation Slides
Introducing our content ready Monthly Review PowerPoint Presentation Slides. The topic-specific monthly plan review presentation deck comprises of self-explanatory PPT slides such as business overview, financial performance, client and project updates, competitor’s analysis, future roadmap, CSR, key developments /milestones achieved to name a few. Provide an overall picture of your monthly performance using the monthly business plan PPT visuals. Utilize these editable business performance assessment PowerPoint templates to facilitate your monthly business review meeting. Showcase your numbers according to country, geography, product, segment, etc. with the help of business review meeting format PowerPoint presentation. Utilize business performance review PowerPoint templates to track and monitor your progress against strategic and operational goals. Furthermore, this professional-looking corporate review PPT presentation template will provide you the appropriate format to conduct a monthly business meeting with your employees. Therefore, download the visually appealing business review report PPT graphics to drive internal performance and growth. Beat the heat with our Monthly Review Powerpoint Presentation Slides. Feel chilled out anywhere. https://bit.ly/3wqrGSS
How to Deliver Value and Avoid Frustration in Your Quarterly Business Reviews
If done incorrectly, the Quarterly or Executive Business Review can end up wasting time, creating customer frustration and damaging relationships.
Quarterly Business Review Powerpoint Presentation Slides
Here is a content ready Quarterly Business Review PowerPoint presentation having 79 slides to help you with your business review PPT. To save you time and the trouble of making an important presentation from scratch, here we have come up with readymade presentation related to your topic. In this quarterly business review PPT example, we have included a quarterly highlight, financial summary, key developments, balance sheet, cash flow statement, key financial ratios, funding updates, top customers & vendors, top debtors & creditors, project updates, competitor analysis, etc. You can also use this complete business review PowerPoint sample slide with related topics 30-60-90-day plan, product roadmap, Phases of Implementation, Major Roadblocks or Obstacles, SWOT analysis, CSR, customer services benchmarking, org chart, goals and success matrix, scorecard and many more. This is the most suitable QBR PPT designs for middle and top-level management. This professionally pre-designed quarterly business review presentation graphics are available to download. Our Quarterly Business Review Presentation Slides are truly out of this world. Just click download button and be a hero among your peers. Enable folks to infer the correct facts with our Quarterly Business Review Powerpoint Presentation Slides. It helps elaborate on the circumstances. https://bit.ly/2S1I2SM
Customer Service Process Flow Chart PowerPoint Presentation Slides
Our topic specific Customer Service Process Flow Chart Power Point Presentation Slides presentation deck contains fifteen slides to formulate the topic with a sound understanding. This PPT deck is what you can bank upon. With diverse and professional slides at your side, worry the least for a powerpack presentation. A range of editable and ready to use slides with all sorts of relevant charts and graphs, overviews, topics subtopics templates, and analysis templates makes it all the more worth. This deck displays creative and professional looking slides of all sorts. Whether you are a member of an assigned team or a designated official on the look out for impacting slides, it caters to every professional field.
Quarterly Business Review PowerPoint Presentation Slides
Here is a content ready Quarterly Business Review PowerPoint presentation having 79 slides to help you with your business review PPT. To save you time and the trouble of making an important presentation from scratch, here we have come up with readymade presentation related to your topic. In this quarterly business review PPT example, we have included a quarterly highlight, financial summary, key developments, balance sheet, cash flow statement, key financial ratios, funding updates, top customers & vendors, top debtors & creditors, project updates, competitor analysis, etc. You can also use this complete business review PowerPoint sample slide with related topics 30-60-90-day plan, product roadmap, Phases of Implementation, Major Roadblocks or Obstacles, SWOT analysis, CSR, customer services benchmarking, org chart, goals and success matrix, scorecard and many more. This is the most suitable QBR PPT designs for middle and top-level management. This professionally pre-designed quarterly business review presentation graphics are available to download. Our Quarterly Business Review Presentation Slides are truly out of this world. Just click download button and be a hero among your peers. Enable folks to infer the correct facts with our Quarterly Business Review PowerPoint Presentation Slides. It helps elaborate on the circumstances.
How to Develop a Quarterly Business Review
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - How to Develop a Quarterly Business Review - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Gild, Box, Zuora, Workday
How to Design a Value-Based Renewal Management Process
You can't rely on inertia to renew your customers for you. You can't even rely on customer happiness or delight to ensure a successful renewal event. In the Age of the Customer, the only predictable way to ensure renewal is to ensure your customers achieve their desired outcome. And that's intrinsically linke to value delivery. When you have a renewal process based on value, you're controlling all the variables that are in your control. Learn how to achieve a Value-Based Renewal Management process in this session.
How to Build the Ultimate Customer Success Board Presentation
Is there anything that causes more sleepless nights or gray hairs than planning a presentation before your Board of Directors? There’s so much riding on it, from your next fiscal year budget to near-term headcount to (potentially) the future of your career at your company. You know that every slide, every sentence, every chart and figure will be closely scrutinized.
Our all-star panel has been on both sides of this key business event, and they know exactly what you need to do to prepare and execute a flawless presentation for your board. Alfonso de la Nuez is CEO of UserZoom, a highly customer-centric company. Kristina Shen is a partner at Bessemer Venture Partners, and no stranger to receiving presentations on Customer Success. And finally, Nils Vinje is VP Customer Success at Rainforest QA and founder of Glide Consulting.
In this webinar, you will learn:
The top three things every CS leader should include in their deck
What board members really want to know about Customer Success
How to blend metrics, tactics, and strategy into a seamless presentation
And much more
Customer Success Plan Template
Now that you’ve developed your strategy to optimize customer usage, loyalty and renewal, use this Customer Success Action Plan template to outline the activities you and your team will implement in order to reach your goals.
How to measure your success as a Customer Success Manager
As CSMs, we can usually rattle off a number of metrics and statistics that we use to measure our customer's health and success -- but it gets a little less standardized when others ask us how we measure our own success. Renewals and churn are both important metrics to keep an eye on, but they're not the only ones.
In this webinar, we’ve partnered with Sparkcentral to discuss:
- The benefits of a top-down approach when re-evaluating CS team goals
- The importance of CSAT metrics
- Which KPIs to measure if Account Management and CS roles are combined
- Which questions to ask yourself when exploring and assessing your team’s current KPIs and goals
Join Krysta Gahagen and Julia Burnett, two Customer Success Managers from Sparkcentral, for the rundown of which KPIs are truly key for CSMs, and why.
How to Create The Ultimate One Page Key Account Plan
Strategic account planning is the secret to create value driven, long-term partnerships with your key accounts. But it doesn't have to be hard. In this video you'll learn a 7-step framework for creating bullet proof one page account plans for maximum impact in the minimum amount of time. Template and examples included.
Watch the free training video at https://youtu.be/AuAtY_2Ec-o
Account Manager Tips helps organisations deliver sustainable account growth by empowering account managers with the tools and mindset to succeed.
Learn more at https://accountmanager.tips
Quarterly Business Review Framework PowerPoint Presentation Slides
Here is a content ready quarterly business review framework PowerPoint presentation to benefit the professionals overcome restrictions to run a corporate. Highlighting the important facts of this business information review PPT slides, here we have come up with readymade presentation related to your topic. In this quarterly business overview PPT templates, we have included a firm overview, financial performance, CSR, competitor’s analysis, future roadmap, client & project updates etc. You can also use this complete company summary PowerPoint sample slide with related topics like economic assessment, company evaluation, organizational study, company information analysis, enterprise audit, enterprise assessment, organizational appraisal and many more. Organizational summary is required to ensure the challenges of economic and financial performance. This is the most suitable QBR PPT designs for middle and top-level management. This professionally pre-designed quarterly business review framework presentation graphics are available to download. Our Quarterly Business Review Framework PowerPoint Presentation Slides are truly out of this world. Even the MIB duo has been keeping tabs on our team.
Customer Success PowerPoint Presentation Slides
Customer is always considered the influential element which motivates the business to perform better to achieve its goals and targets. Thus, to measure the customer experience get your hands on this customer success PowerPoint Presentation slides. This PPT image will help in building a customer success strategy for your association for realizing the customer benefits as per the business plan. Describe the element of customer success with this PowerPoint template such as customer acquisitions, retention, churn rate, brand promotions and more. Utilize this customer success PPT layout to list all the vital parts of a successful customer success strategy as it ought to be clear and, incorporates the business portrayal, insights about your authoritative administration, money related assets of your business, future objectives and targets, customer promotional systems and some more. Click on the download link to start initializing over this PPT slide design now. Ensure an instrumental contribution with our Customer Success PowerPoint Presentation Slides. Guide folks on implementing important changes.
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Quarterly Business Review Powerpoint Presentation Slides
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Customer Service Process Flow Chart PowerPoint Presentation Slides
Quarterly Business Review PowerPoint Presentation Slides
Quarterly Business Review PowerPoint Presentation Slides
How to Design a Value-Based Renewal Management Process
How to Design a Value-Based Renewal Management Process
How to Build the Ultimate Customer Success Board Presentation
How to Build the Ultimate Customer Success Board Presentation
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How to measure your success as a Customer Success Manager
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How to Create The Ultimate One Page Key Account Plan
Quarterly Business Review Framework PowerPoint Presentation Slides
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Similar to QBR Presentation Template
If you fail to plan, will your plan fail?
Speaker: Kerri Golden, CA and VC
Part of the CIBC Presents Entrepreneurship 101 lecture series.
More information including video: http://www.marsdd.com/Events/Event-Calendar/Ent101/2009/budgeting-02042009.html
WebSummit 2018 - The SaaS Business Model & Metrics
SaaS businesses are extremely sensitive to a small number of important variables. If you are running a SaaS company, understanding how these variables drive your business model is crucial to long-term success. In this talk, David Skok, author of the now famous SaaS Metrics 2.0 blog post will talk through those key metrics and their impact on the overall SaaS business model.
· Accounting & Financial Analysis· Analyze quarter-to-quarter (Q.docx
· Accounting & Financial Analysis
· Analyze quarter-to-quarter (Q/Q) performance reflecting the firm’s operating trends.
· Does the firm’s historic financial performance support management’s future goals and strategies for the business?
· Is the firm’s historic financial performance in line with the industry norms?
·
Template for
Fiscal Year Ended
2Q2011
3Q2011
4Q2011
1Q2012
2Q2012
Industry / Peers
Net Revenue
Gross Margin %
Operating Profit
Net Earning
Leverage Ratio
Net Working Capital
Liquidity Ratio
Inventory turnover ratio
ROA, ROE
Income Statement Analysis
· Discuss revenue recognition policies.
· Discuss changes in trends; unusual or extraordinary items
· Quality of earning: potential red flags
Balance Sheet Analysis
· Major changes in assets/liabilities
· Significant trends in liquidity, working capital and balance sheet ratios.
· Identify off-balance sheet exposure and identify potential impacts.
Cash Flow Statement Analysis
· Amount of cash generated;
· Source and uses of cash.
· Availability of funds to finance capital expenditures, expansion of business activity, etc.
5). Pro Forma Financial Analysis (Cash Flow Statements)
i). Three sets of financial projections are required (base or most likely case, worst case, best case). Results from all three cases are to be included in the forecast comparison spreadsheet. In each section the student should briefly summarize assumptions, the rationale behind the assumptions.
ii). Valuation using price multiples (comparable companies); Provide reasons why you select certain ratios
9). Conclusion: proposed action (buy, sell, hold, spin-off) and its justification
Historical Data29/11/2012 23:42Error check = OK= Input on this sheet= CalculationName - ScenarioHistoricalCurrencyOther inputsNANANANANANANANANANA----------Historical Income StatementRevenuesPositiveOther Operating RevenuesPositiveCosts of Goods SoldNegativeSelling, Gen & Admin ExpensesNegativeDepreciation ExpenseNegativeOther Operating ExpenseNegativeReported EBITA0000000000Goodwill WritedownsNegativeAmortization of IntangiblesNegativeNon-Operating IncomePositiveInterest IncomePositiveInterest ExpenseNegativeRestructuring ChargesNegativeSpecial ItemsEarnings Before Taxes0000000000Income TaxesNegativeMinority InterestIncome Before Extraord. Items0000000000Extraord. Items (After Tax)Net Income0000000000Preference dividendsNegativeEarnings for common shareholders0000000000Common dividendsNegativeRetained profit0000000000Statement of changes in equityBeginning Equity000000000Retained profit000000000Foreign Exchange Rate ChangesIssue of New Shares/buy backGoodwill Written OffNegativeOther Adjustments to Equity000000000Ending Equity0000000000Historical Balance SheetOperating CashPositiveExcess marketable securitiesPositiveAccounts ReceivablePositiveInventoriesPositiveOther Current AssetsPositiveTotal Current Assets0000000000Net Property Plant and EquipPositiveGoodwillPositiveAcquired ...
Cash Conversion CycleCash Conversion Cycle(a)Enter figures belowIn.docx
Cash Conversion CycleCash Conversion Cycle(a)Enter figures belowInventory Conversion Period64daysAverage Collection Period28daysPayables Deferral Period41daysCash Conversion Cycle51days(b)Annual Sales$ 2,578,235.00divided into 365 days365daysAverage Sales per Day$ 7,063.6575Average Collection Period28daysInvestment in Receivables$ 197,782.41(c) Step 1: Inventory BalanceAnnual Sales$ 2,578,235.00Cost of Goods Sold75%percent of salesdivided into 365 days365daysInventory Conversion Period64days$ 5,297.74Inventory$ 339,055.56Step 2: Inventory Turnover RatioAnnual Sales$ 2,578,235.00Inventory$ 339,055.56Turnover Ratio7.60times a year(d)Competitor A88days54days30days112daysCompetitor B90days44days30days104days
Additional Funds NeededAdditional Funds NeededLast year's Sales$ 5,000,000Sales to Increase (in percent)20%Total Liabilities and Equity = Assets$ 3,000,000Accounts Payable$ 300,000Notes Payable$ 600,000Accrued Liability$ 300,000Profit Margin3%Retained30%Required increase in Assets$ 600,000Spontaneous increase in Payables and Accruals$ 120,000Increase in Retained Earnings$ 54,000Assets/Sales60%Next year's Sales (forecasted) $ 6,000,000Change in Sales$ 1,000,000Additional Funds Needed$ 426,000
Cross-Exchange RateCross-Exchange Rate$1 to Israeli shekels3.58$1 to Japanese Yen109Cross-Exchange Rate30.45Yen/Shekel
FV & PV Lump SumFuture ValuePresent ValueInterest RateInterest Rate# of Periods# of PeriodsStarting ValueLump Sum in the FutureFuture Lump Sum$ - 0Present Value$0
Required Interest RatesRequired Interest RatesPresent Valuein savingsFuture Valueneeded at retirementAdditional fundsNumber of PeriodsyearsRequired Interest RateERROR:#NUM!
FV & PV Annuitya)Future Value of an Annuitya)Present Value of an AnnuityInterest RateInterest Rate# of Periods# of PeriodsPayments (per period)Payment per periodFuture Value$ - 0Present Value$0.00b)Future Value of an Annuityb)Present Value of an AnnuityInterest RateInterest Rate# of Periods# of PeriodsPayments (per period)Payment per periodFuture Value$ - 0Present Value$0.00c)Future Value of an Annuityc)Present Value of an AnnuityInterest RateInterest Rate# of Periods# of PeriodsPayments (per period)Payment per periodFuture Value$ - 0Present Value$0.00
Bond ValuationBond ValuationFace ValueYield to MaturityCoupon Bond CCoupon Bond ZYears to MaturityPrice of Bond CPrice of Bond Z4$0.00$0.003$0.00$0.002$0.00$0.001$0.00$0.000$0.00$0.00
YTM & YTCPrice of each of the three bondsBasic Input DataBond ABond BBond CYears to maturityCoupon ratePar valuePeriodic payment$0$0$0Yield to maturity9%9%9%Price$0.00$0.00$0.00Current Yield Bond ABond BBond CCurrent yield ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!
CAPM and Required ReturnCAPM and Required ReturnMarket Beta1.0Required ReturnRisk-Free RateMarket Premium0.00%Your CompanyRisk-Free Rate0.00%Market Premium0.00%Company BetaRequired Return0.00%Closet CompetitorRisk-Free Rate0.00%Market Premium0.00%Competitor's BetaRequired Retur.
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Step 1 - RatiosSTEP 1 Print out this tabs 2 pages & make notes .docx
Step 1 - RatiosSTEP 1: Print out this tab's 2 pages & make notes about how you should interpret/apply each itemTest of Investment & Asset UtilizationCells below are available for typing comments. All other cells on this tab are password protected. Working Capital All Current AssetsEx: Working capital tells us the value of all our Current Assets that we have on hand to "work" with in - Current Liabilitiesorder to meet our upcoming Current Liabilities that will be due in the next 12 months. Higher levels Working Capitalare optimal--we especially want to see Cash being the largest part of Current Assets. Afterall, A/R takestime to collect and we cannot send a pallet of inventory to pay the electric bill. We must write a check. #18Current RatioAll Current AssetsCurrent Liabilities #19Acid Test (Quick) RatioCash Current AssetsCurrent Liabilities Accounts Receivable Turnover (as times)Net SalesNet Accounts Rec. #14Days Receivables (or Collection Period)(Accounts Receivable Turnover as Days)Net Accounts Rec.( Sales ÷ 365 )#16Inventory Turnover (as times)Cost of Goods SoldInventory#15Days of Inventory(Inventory Turnover as Days)Inventories( Cost of Goods Sold ÷ 365 ) #9Asset TurnoverSales RevenueTotal Assets #10Invested Capital TurnoverSales Revenue( LongTerm Liabilities + Stockholders' Equity )#11Equity TurnoverSales RevenueShareholders' Equity#12Capital IntensitySales RevenuePropery Plant Equip.Profitability Measures #5Gross Margin PercentageGross MarginNet Sales Revenues #6Profit Margin (percentage)Net IncomeNet Sales Revenues #7Earnings Per Share (of Common Stock)Net Income# Shares Outstanding
Step 2 - Financial DataSTEP 2: Key Data & Print TabReplace with Name of Company 1Replace with Name of Company 2Key in SHADED cells ONLY!Year 1Year 2Year 3Year 4Year 1Year 2Year 3Year 4Income Statement data200920102011201220092010201120121Net Sales$0$0$0$0$0$0$0$0 year-to-year change- 0- 0- 0- 0- 0- 0 percentage changed0.00%0.00%0.00%0.00%0.00%0.00%2Cost of Sales (COGS)$0$0$0$0$0$0$0$0 year-to-year change- 0- 0- 0- 0- 0- 0 percentage changed0.00%0.00%0.00%0.00%0.00%0.00%3Gross Margin$0$0$0$0$0$0$0$0 year-to-year change- 0- 0- 0- 0- 0- 0 percentage changed0.00%0.00%0.00%0.00%0.00%0.00%4Interest Expense$0$0$0$0$0$0$0$0 year-to-year change- 0- 0- 0- 0- 0- 0 percentage changed0.00%0.00%0.00%0.00%0.00%0.00%5PreTax Operating Profit$0$0$0$0$0$0$0$0 year-to-year change- 0- 0- 0- 0- 0- 0 percentage changed0.00%0.00%0.00%0.00%0.00%0.00%6Net Income$0$0$0$0$0$0$0$0 year-to-year change- 0- 0- 0- 0- 0- 0 percentage changed0.00%0.00%0.00%0.00%0.00%0.00%Balance Sheet data7Monetary Current Assets$0$0$0$0$0$0$0$0 year-to-year change- 0- 0- 0- 0- 0- 0 percentage changed0.00%0.00%0.00%0.00%0.00%0.00%8Accounts Receivable$0$0$0$0$0$0$0$0 year-to-year change- 0- 0- 0- 0- 0- 0 percentage changed0.00%0.00%0.00%0.00%0.00%0.00%9Inventory$0$0$0$0$0$0$0$0 year-to-year change- 0- 0- 0- 0- 0- 0 percentage changed0.00%0.00%0.00%0.00%0.00%0.00%10Current As.
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Alison Homlund, VP CSM at Host Analytics
Presented at Pulse Conference 2015.
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www.seribangash.com
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Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
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www.seribangash.com
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- 2. Q4 Performance % of % of Q4 YTD Target Target Total Bookings 0% 0% New Customers n/a n/a --Subscription $ n/a n/a --Services $ n/a n/a --At Risk Renewal $ n/a n/a
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