Built for Successful MSPs

MSP Quarterly Business Review Template

What Should a QBR Look Like?

While there are many ways to create a Quarterly Business Review, the best solution is to be as thorough as possible. This way, you have a great reason to meet in-person with your clients... a critical element for providing transparency and building their trust! 

To get you started on your QBRs, we're sharing the template that we used in our MSP. You'll see which metrics to pull from your BrightGauge, as well as other critical areas to highlight in each review.


You'll ace your QBRs in 6 important topics:

  • Executive Summary
  • Service Ticket Review
  • Technical Review
  • Endpoint Management
  • Network Security Defense
  • Strategic Planning

Get your QBR template now!