CSM Portfolio QBR Template

Own your book in front of your leader, with a forecast they can trust and a plan for every risk.

Most of the time leaders only hear about accounts when something is on fire. When a portfolio review is done badly, it's forty minutes of someone reading numbers off slides, and nobody in that room can help you if they can't see where the risk is.

This deck is the internal review where a CSM presents their book of business. It covers the size and risk of the portfolio, last quarter's renewals and expansion with the real reasons, health, a forecast with evidence for every call, get well plans for the top five at-risk customers and growth plans for the top five expansions. It closes with what the company could do better, development goals and the commitments from the room. Every slide has speaker notes, and the guide includes made-up examples, a prep timeline, timing for a 60-minute review and notes for the leaders running it.

What's included

• CSM Portfolio QBR template in PowerPoint, plus a make-a-copy link for Google Slides

• 16 slides with speaker notes: title, agenda, my book today, renewals, what we saved and lost and why, expansion, celebrations and learnings, health, next quarter forecast, retention plan, get well plans, growth plans, what the company could do better, development goals, commitments and questions

• A step-by-step PDF guide with worked examples, a prep timeline, a 60-minute agenda, notes for leaders running the review and the mistakes to avoid

• A Steal This portfolio review readiness check

Who it's for

CSMs who present their book to a leader every quarter, and CS leaders who want every portfolio review run the same way.

How it works

Digital download. Your files are ready right after checkout. Open the PowerPoint file, or use the link included with your download to make your own copy in Google Slides. No physical item will be shipped.

Bundle and save

This template is part of the Metrics and Board Bundle: 8 templates for $79, about half the price of buying them one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.