Templates

Marketing QBR template

Marketing leaders reporting a quarter to sales and leadership.

Make one from your notes
Kestrelpoint marketing
Marketing Q3 2026 review
Marketing QBR, October 2026

9 slides. Example, names are fictional.

Tips

  1. 01Lead with sourced pipeline against target; that's the number leadership reads.
  2. 02Show the whole funnel so a miss at one stage can't hide behind a win at another.
  3. 03Rank channels by pipeline, not by leads or clicks.
  4. 04Name one channel that underdelivered and what you will cut or change.

Questions

What should a marketing QBR include?
A verdict on the quarter, a funnel scorecard against targets, marketing-sourced pipeline, performance by channel, the main wins and misses, and next quarter's priorities.
Which metrics belong in a marketing quarterly review?
Visits, MQLs, SQLs, opportunities and sourced pipeline against target, plus pipeline by channel. Keep spend detail in the appendix or notes.
Can I edit this marketing QBR template in PowerPoint?
Yes. Open it in MakeDecks, update the numbers, then download an editable .pptx with native charts and tables, or a PDF, free.

Make it yours.

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