Quarterly Business Reviews (QBRs) are essential for alliances and channels teams to assess partnership health, align on strategic goals, and drive mutual growth. However, managing diverse partner relationships and tracking joint performance metrics can be complex. This Alliances and Channels QBR Template offers a comprehensive framework tailored to the unique needs of partnership teams.
With this template, you can:
- Aggregate data from multiple partners and internal teams to generate actionable insights
- Monitor partnership KPIs such as joint pipeline growth, deal registrations, and co-marketing activities through an organized dashboard
- Facilitate transparent communication and alignment between your alliances, channel managers, and partner stakeholders
Whether you are reviewing partner revenue contributions or evaluating enablement program effectiveness, this template equips your team with the tools to conduct impactful QBRs that strengthen your partner ecosystem.
Benefits of the Alliances and Channels QBR Template
Conducting QBRs with this template helps your alliances and channels team by:
- Standardizing the review process across multiple partners and channels for consistency
- Highlighting areas for improvement such as partner engagement levels or sales enablement gaps
- Presenting complex partnership data in clear, actionable formats for leadership and partner discussions
- Ensuring alignment of goals and expectations between your organization and partners
Main Elements of the Alliances and Channels QBR Template
This List template includes features tailored for partnership management:
- Custom Statuses:
Track each QBR step from preparation, data collection, review meetings, to action item follow-ups
- Custom Fields:
Monitor key metrics such as partner tier, joint pipeline value, deal registration count, co-selling activities, and partner satisfaction scores
- Views:
Utilize Category List for partner segmentation, Getting Started Guide for onboarding new alliance managers, QBR Database to store historical reviews, Lane Board to visualize QBR progress by partner or region, and Action Items List to track commitments post-review
- Automations:
Set reminders for upcoming QBRs, notify stakeholders of completed reviews, and automate status updates to streamline workflow
By leveraging these elements, your alliances and channels team can conduct thorough, data-driven quarterly reviews that foster stronger partnerships and drive channel revenue growth.
Example Use Case:
Your team can use this template to prepare for a QBR with a strategic reseller partner. Collect data on joint sales pipeline, co-marketing campaigns executed, and partner training completion rates. During the review, discuss successes, challenges, and align on next quarter’s joint business plan. Assign action items such as scheduling enablement sessions or launching new incentive programs, and track these commitments within the template to ensure accountability.
