Creates quarterly business review documents with metric analysis, goal tracking, and strategic adjustments. Use when conducting end-of-quarter business performance reviews.
Use this skill when you need to:
DO NOT use this skill for weekly check-ins, annual planning, or financial-only reports. This is for comprehensive quarterly business reviews.
A QUARTERLY REVIEW IS NOT A REPORT CARD — IT IS A STRATEGIC RECALIBRATION. THE GOAL IS TO DECIDE WHAT TO DO NEXT, NOT JUST DOCUMENT WHAT HAPPENED.
| Input | What to Ask | Default |
|---|---|---|
| Quarter | "Which quarter are you reviewing? (Q1, Q2, Q3, Q4 + year)" |
| Previous quarter |
| Goals set for this quarter | "What were your goals or OKRs for this quarter?" | No default — must be provided |
| Key metrics | "What are your core business metrics? (revenue, customers, growth, etc.)" | Revenue, customers, profit |
| Revenue this quarter | "What was total revenue this quarter?" | No default — must be provided |
| Biggest wins | "What were the top 3 wins this quarter?" | No default — must be provided |
| Biggest challenges | "What were the top 3 challenges or failures?" | No default — must be provided |
GATE: Do not proceed without quarterly goals and actual results.
## Quarterly Business Review: [Q# Year]
### Goal Scorecard
| Goal | Target | Actual | Status | Notes |
|------|--------|--------|--------|-------|
| [Goal 1] | [Target] | [Actual] | Hit / Missed / Partial | [Context] |
| [Goal 2] | [Target] | [Actual] | Hit / Missed / Partial | |
| [Goal 3] | [Target] | [Actual] | Hit / Missed / Partial | |
**Goals hit:** [X] of [X] ([X]%)
### Financial Summary
| Metric | This Quarter | Last Quarter | QoQ Change | YTD |
|--------|-------------|-------------|-----------|-----|
| Revenue | $[X] | $[X] | +/-[X]% | $[X] |
| Expenses | $[X] | $[X] | +/-[X]% | $[X] |
| Net profit | $[X] | $[X] | +/-[X]% | $[X] |
| Profit margin | [X]% | [X]% | +/-[X]% | [X]% |
| Customers | [X] | [X] | +/-[X]% | |
| [Key metric] | [X] | [X] | +/-[X]% | |
### Monthly Breakdown
| | Month 1 | Month 2 | Month 3 | Quarter Total |
|--|---------|---------|---------|--------------|
| Revenue | $[X] | $[X] | $[X] | $[X] |
| Expenses | $[X] | $[X] | $[X] | $[X] |
| Net profit | $[X] | $[X] | $[X] | $[X] |
## Wins and Insights
### Top 3 Wins
1. **[Win]** — [What happened, quantified impact, why it worked]
2. **[Win]** — [Description and impact]
3. **[Win]** — [Description and impact]
### Key Insights
- [Insight about customers, market, or operations learned this quarter]
- [Insight]
## Challenges and Lessons
### Top 3 Challenges
1. **[Challenge]** — [What happened, impact, root cause]
2. **[Challenge]** — [Description and root cause]
3. **[Challenge]** — [Description and root cause]
### Lessons Learned
- [Lesson — what will you do differently?]
- [Lesson]
## Strategic Assessment
### Questions to Answer
1. Are we focused on the right priorities?
2. What should we START doing next quarter?
3. What should we STOP doing next quarter?
4. What should we CONTINUE doing next quarter?
5. Is our current strategy still the right one given what we learned?
## [Next Quarter] Priorities
### Top 3 Goals
| Goal | Target | Metric | Owner | Deadline |
|------|--------|--------|-------|----------|
| [Goal 1] | [Specific target] | [How measured] | [Who] | [Date] |
| [Goal 2] | [Specific target] | [How measured] | [Who] | [Date] |
| [Goal 3] | [Specific target] | [How measured] | [Who] | [Date] |
### Key Initiatives
1. **[Initiative]** — [What, why, expected impact]
2. **[Initiative]** — [What, why, expected impact]
3. **[Initiative]** — [What, why, expected impact]
### Resource Allocation Changes
- [Any budget shifts, new hires, tool changes, or process improvements]
### Risks to Monitor
- [Risk 1] — Mitigation: [Plan]
- [Risk 2] — Mitigation: [Plan]
Goals: 1) Hit $45K revenue (Actual: $42K — 93%), 2) Launch group coaching (Done — 8 enrolled), 3) Reduce client concentration below 40% (Missed — top client still 48%).
Key win: Group coaching launched and immediately profitable at $2,400/month recurring. Key challenge: Over-reliance on one client creates risk. Plan for Q1: add 2 new clients to reduce concentration to 35%.