Preparing for a sales QBR can be a daunting task. However, planning and preparation ensure the QBR goes as smoothly as possible. The first step to preparing for a QBR is to review your current sales performance data. Take a close look at your metrics, such as revenue, sales volume, customer churn rate, customer lifetime value, and any other key indicators of success, and make sure you understand how your team is doing with their goals. You should also review any customer survey data or feedback you may have received over the past period to get valuable insights into how customers view your product or service. The next step is to create a meeting agenda. This should include introducing new team members or leadership changes, updates on goals and objectives, discussion points on strategies for achieving those goals, addressing customer feedback or concerns, and finally, setting new objectives for the next quarter. It's also essential to identify who will lead each meeting section so everyone knows who is responsible for each part of the conversation. Another important step when preparing for a sales QBR is determining which sales metrics should be included in the presentation. These could include reports on total revenue earned from customers over the previous quarter, customer retention rates by product or service segment, average order value by geographic location, the total number of leads generated in a given period, or any other relevant metric that displays progress towards set objectives. These reports should be easy-to-understand visuals that provide valuable insights into performance progress during the quarter reported upon. Lastly, it's important to assign roles and responsibilities ahead of time so everyone knows what they need to do before, during, and after the QBR meeting. Tasks might involve compiling necessary documents or reports ahead of time, setting up audio/visual equipment, taking notes during the meeting, providing supporting documents, summarizing key takeaways after the meeting, and communicating follow-up steps after the conclusion of the QBR session.