The Four Recap Slides
Spend, signals, accounts, and the forward line, in the order that wins the room.
Four slides, in a fixed order, that report the signals predicting revenue when nothing has closed yet, then name the day the closed number arrives. Drop them into your QBR, add your own logo, and present a recap that holds up under the hardest question in the room.
Each slide exists because its absence is where a pre-close recap falls apart.
Spend, signals, accounts, and the forward line, in the order that wins the room.
A title slide, the four recaps, and a thank-you slide you rebrand with your own logo and present as your own work.
Every field carries a sample, so you edit a strong version instead of starting from a blank box.
The one-page reference of the signals that stand in for closed revenue, and how to make each one defensible.
A note on each slide telling you which CRM record the number lives in.
The vanity numbers that belong in the recap email, not on a QBR slide.
Demand generation, field marketing, and event teams presenting an event's results in a QBR before the pipeline has closed - where the signals, the accounts, and the forward line all need to hold up in front of a skeptical CRO or CFO.
The recap is not where you admit nothing has closed. It is where you show the deal is moving and name the day the number lands.
This is the idea the whole template is built around. Every slide, field, and note follows from it. Download the editable deck to get the four recap slides, the unbranded template section, the four-signal reference, and the fill-in samples your team will actually use.
The full thinking behind this template, expanded across the blog.