Can anyone share a sample QBR template (frameworks) for a CRM Software (Salesforce, etc) ?

User: "Sidd"
Expert
Updated by Heather Wendt

Hi Team, I have been given this challenge of building a QBR template for our CRM software and I need help. As this would be the first one, so I want to make it something that will set the benchmark for the global team. What metrics do I include- Deal conversation rates, Sales cycle?

Keeping mind that my audience will be director of sales, CRO, Head of CRM - I’m wondering won’t they already also have pipeline review meetings, deal discussions, etc 

How do I add more value apart from these to avoid redundancy?

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