How to Run QBRs in ClickUp
Running consistent, insightful quarterly business reviews is easier when you organize everything in ClickUp. This how-to guide walks you through setting up QBR templates, structuring your review workflow, and using workspaces, Docs, Dashboards, and tasks to turn quarterly data into clear decisions and next steps.
What Is a QBR and Why Use ClickUp?
A quarterly business review (QBR) is a structured meeting where you review performance over the last quarter and align on goals for the next one. It keeps teams focused, surfaces risks early, and strengthens client or stakeholder relationships.
Using a unified workspace gives you a home for your agenda, metrics, and follow-up tasks, so nothing gets lost in email threads or slide decks.
- Centralize notes, goals, and action items
- Connect tasks directly to quarterly objectives
- Visualize performance with reports and charts
- Standardize QBRs across clients or teams
Preparing Your QBR Process in ClickUp
Before you run your first meeting, define a repeatable structure. A simple, consistent framework makes each quarterly business review faster to prepare and easier to follow.
Step 1: Define Your QBR Objectives
Start by deciding what each QBR should accomplish. Typical objectives include:
- Reviewing last quarter’s goals and outcomes
- Highlighting key wins and lessons learned
- Identifying risks, blockers, or missed targets
- Aligning on next quarter’s goals and priorities
- Agreeing on specific action items, owners, and dates
Turn these objectives into a simple checklist you can reuse every quarter.
Step 2: Choose a ClickUp Hierarchy for QBRs
Next, decide where QBR information will live in your workspace. A clean structure keeps reviews easy to find and clone.
Common options include:
- Folder per client or department with a dedicated QBR List
- Single QBR Folder that contains Lists for each client or team
- One List per year with tasks representing each QBR session
Pick a naming convention, such as “Client Name – QBR – Q1 2026,” so every review is clearly labeled.
Building Your QBR Template in ClickUp
A template saves time and standardizes your process. The source guide at this QBR template article outlines several reusable frameworks. You can adapt them into workspaces and views that fit your team.
Create a QBR Doc Template
Start with a meeting template in a collaborative document so everyone joins with the same agenda. A typical QBR Doc structure includes:
- Header: Client or team name, date, attendees
- Quarter in Review: Summary of performance and key highlights
- KPIs and Metrics: Tables or charts with key numbers
- Wins and Success Stories
- Risks, Gaps, and Challenges
- Next Quarter Goals
- Action Items and Owners
Turn this Doc into a template so you can create a fresh copy before every QBR.
Set Up a QBR Task Template in ClickUp
Use a task template to standardize preparation and follow-up. A QBR task can represent a single quarterly meeting.
Include:
- Custom fields for client, quarter, owner, status, and meeting date
- Subtasks such as “Collect metrics,” “Update slide deck,” “Review with account team,” and “Share recap”
- Checklists for agenda, logistics, and follow-up
- Attached Doc with the agenda and notes
Save the task as a template so you can spin up a new QBR quickly.
Design a QBR Dashboard in ClickUp
Dashboards can display metrics from multiple Lists and accounts in one view. For QBRs, create a Dashboard with:
- Goal widgets mapping quarterly objectives to tasks or milestones
- Task lists filtered by client, owner, or due date
- Charts tracking completed work, cycle time, or other key metrics
- Time tracking or workload to show how effort is allocated
This visual summary helps you discuss performance without switching tools mid-meeting.
Running a QBR Meeting in ClickUp
Once your templates are ready, you can run QBR meetings with a consistent flow. Use Docs, tasks, and Dashboards together for a smooth experience.
Before the Meeting
- Create a QBR task from your template and set the date and attendees.
- Duplicate the QBR Doc template and link it to the QBR task.
- Assign subtasks so owners collect data, update KPIs, and summarize key stories.
- Update the Dashboard filters to the correct client or department.
- Share the agenda with stakeholders so they can add questions in advance.
During the Meeting
Use the workspace as the live hub for the discussion.
- Open the QBR Doc and follow the agenda from top to bottom.
- Reference the Dashboard when discussing KPIs and trends.
- Create or update tasks directly from discussion items.
- Assign owners and due dates in real time while decisions are made.
Keep notes brief and action-focused so the recap is easy to scan later.
After the Meeting
- Review and finalize notes in the QBR Doc.
- Confirm all action items are tracked as tasks with clear owners.
- Share the recap link with attendees and any stakeholders who missed the meeting.
- Update goals or key results where needed.
- Schedule the next QBR and create a new QBR task from the template.
Advanced Tips for QBR Templates in ClickUp
Once your basic process is running, you can refine it with more advanced features and automation.
Automate QBR Preparation
Automations can trigger routine steps for each new quarter, such as:
- Creating a new QBR task from the template at the start of each quarter
- Assigning preparatory subtasks to owners automatically
- Updating statuses when checklists or subtasks are complete
Automating these steps reduces manual work and ensures nothing is missed.
Connect QBRs to Goals and OKRs
Link quarterly reviews to higher-level goals so you can see which initiatives drive results.
- Map tasks or Lists to specific goals.
- Use the QBR Dashboard to track goal progress visually.
- Update goals as part of the review to reflect new priorities.
This keeps every QBR grounded in measurable objectives rather than vague discussions.
Standardize Across Teams and Clients
If you manage multiple client accounts or internal departments, use standardized templates to ensure every QBR follows the same structure.
- Reuse the same Doc template for agendas and notes.
- Apply a consistent set of custom fields across QBR tasks.
- Build a master Dashboard that filters by client or team.
Consistency makes it easier to compare performance over time and across groups.
Where to Learn More About ClickUp QBR Templates
To explore more examples of QBR templates and use cases, review the original guide on quarterly business review templates. It highlights different types of templates you can adapt for sales, customer success, or internal operations.
If you need expert help designing a workspace, templates, and automations tailored to your organization, you can work with a dedicated implementation partner such as Consultevo to set up an optimized environment.
Start Your Next QBR in ClickUp
By combining repeatable templates, structured Docs, visual Dashboards, and clear tasks, you can turn every quarterly business review into a focused, results-driven conversation. Set up your first QBR template, run a pilot session with one team or client, and refine your process each quarter until it becomes a reliable engine for continuous improvement.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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