quarter sales presentation

15 Sales Presentation Techniques That Will Help You Close More Deals Today

Updated: June 01, 2022

Published: May 31, 2022

Hate the thought of doing sales presentations ? You’re not alone. But the best reps have sales presentations down pat, even if it’s not their favorite activity.

The best sales reps know that, when done right , sales presentations are a high-earning skill.

So, let’s hone that skill with simple sales presentation techniques that communicate an irresistible narrative and get buyers to close.

Sales Presentation

An effective sales presentation tells a compelling story, highlights your value proposition, and aligns with your audience's needs and desires. It ends with a strong call-to-action and leads prospects to your differentiators instead of leading with them.

As it can sometimes mean the difference between closing a deal or losing a customer, you definitely want to get your sales presentation right. There are strategies and tips you can follow to ensure your sales presentations are effective, memorable, and engaging. Let’s go over them below.

Sales Presentation Methods

1. structure your presentation. .

Guiding your prospects down a clear path is key to a successful sales presentation. You’ll follow a logical structure, and listeners will understand how each element of your presentation relates to one another, rather than them having to piece together disjointed information on their own. 

There are times when flipping the structure can add unique elements to your presentation, though, and we’ll discuss this further below. 

2. Use data visualizations. 

Using visuals, like charts and graphics, to supplement your message is a valuable way to showcase your content in an easy-to-understand format as they make your words more impactful. 

For example, if you’re selling SaaS that helps users organize their sales process for a shorter cycle, you can create a visual that displays the average length of your clients’ sales cycle vs. those using other tools. 

By doing this, you’re adding extra emphasis to your words with a visual picture, and a bonus is that visuals are more likely to stick with your audience and get them thinking versus just hearing you talk. 

3. Rely on spoken words — not text.

If your presentation slides are text-heavy, prospects may get caught up reading the words you’ve written instead of listening, causing them to miss out on the value you’re sharing. Aim to include less text by calling attention to the most significant elements with short bursts of text that you supplement with your words. 

In addition, when you have less text on your slides, you may be less inclined to just read from them, which can be a bad part of presentations. You’ll have to speak instead of relying on written content. 

Let’s go over some sales presentation techniques that, when paired with the three methods above, will help you nail it every time.

Sales Presentation Techniques

1. send your buyer the presentation deck before your call..

You might assume that sending a buyer a deck before a call is like revealing whodunnit on the cover of a murder mystery. No one will pay attention to the rest of the book, right? 

When the Gong.io team started sharing our deck before opening sales calls, we learned it was a winning move. 

If your deck is compelling, prospects will want to get into it with you, even if they know the main point. Together, you can dive in, dissect the good bits, and talk through questions. It’s going to be a juicy conversation, and they know it.

Then, you can begin the conversation during your presentation with a statement like, “Based on the information in the deck I sent, where should we start?”

2. Invoke self-discovery.

It’s tempting to stick to a positive linear story during your sales presentation. That usually invokes talking about benefits, outcomes, and desired results. But, that approach isn’t always the best. 

Before discussing solutions and results, you must understand your prospect's problem. More importantly, you have to be sure your prospects understand the problem. 

Self-discovery is the ticket that gets you there. Instead of telling the buyer what the problem is and how you’ll address it, get your buyer to connect with the problem on their own. 

3. Talk about Point A. Don’t skip to point B.

This is 100% linked to the tip above. There’s a problem (point A) and desired outcome (point B). Point A is the status quo. It’s a problem your buyer will continue to face if they don’t make a change. 

You can stand out by focusing on point A, as talking about a pain point is shockingly more effective than talking about positive outcomes. 

Make your buyer feel the pain that results from the status quo. Convince them the pain will only worsen without your solution — because you know that to be true.

You should only talk about benefits once they’re on board with that line of thinking. Urgency is what allows benefits to land. Without urgency, benefits are just happy points that hold no real meaning.

4. Insight is your #1 lead story.

Buyers are experts on their circumstances, but they want insights into their situation from you. 

You’re most likely to impress a buyer by telling them something new about themselves, as your offering is a unique insight into their problems and opportunities.

Check out this TaylorMade video. It’s a bang-on example of how to lead a presentation with insight, and then move on to your product’s strengths:

You learned how to get more distance from your golf swing (an insight into what you’re doing). Then you learned how that’s supported by the product’s particular strength.

Insight comes first. It changes how your buyers think about the problem your product solves. Only then benefits can land effectively.

5. Don’t lead with differentiators, lead to them.

At Gong.io, we’ve taught our sales reps to speak with buyers about a critical problem only we can solve. It’s the delta between top producers and the rest of the team.

• "The numbers from your top reps are fantastic."
• "The downside is they’re annulled by everyone else who’s missing their quota."
• "Your team goes from outstanding numbers to breaking even or missing quota. Both of those options are unsustainable."

We only introduce our key differentiator once the backstory is clear and the buyer gets it. Then, our reps say something like this:

"Gong is the only platform that can tell you what your top reps do differently from the rest of your team. We can tell you which questions they ask, which topics they discuss, when they talk about each one, and more."

See why we lead to our differentiator, and not with it? It just wouldn’t land the same way if we started with the differentiator. In fact, it might not land at all.

6. Focus on value, not features.

Gong.io research found that focusing on features over value is not impactful. Prospects, especially decision-makers, want value propositions about how you’ll help them solve their problems rather than an overview of the features they’ll get. 

7. Flip your presentation.

he next, eventually achieving a shiny, final outcome. This isn’t always the best strategy. 

Instead of building up to the most significant and impactful part of your demo for your prospect, begin with the most valuable part, which is how you’ll help them, and let the conversation flow from there. 

There’s one other tactic underlying it all: The best product demos start with topics the buyers highlighted on the discovery call . For example, if the buyer spends 4 minutes talking about X and 10 minutes talking about Y, you want to begin with Y, as the buyer has demonstrated that they’re heavily interested in Y. In the opening section of your presentation, address the biggest issue from discovery. Address the second biggest issue second, etc.

It’s called solution mapping, and it’s going to change your sales presentation process forever. Stop saving the big reveal for last. Stop building anticipation. Start with the good stuff. Let it rip right out of the gate.

8. Turn your presentation into a conversation.

If you sensed we were looking for a two-way dialogue during your pitch, you’re right. That’s a relief to most salespeople, especially the ones who hate delivering traditional presentations.

A two-way dialogue is going to make your pitch feel more natural. To do this, Gong.io says to get buyers to ask questions by giving them just enough info to inspire them to ask more questions and keep the conversation going. In fact, top performers ask fewer questions because they don’t bombard prospects with too much information but instead give buyers just enough information to have them ask questions. 

Long monologues won’t help you have real conversations with your buyers. Instead, aim for a great two-way conversation. 

9. Mind the 9-minute period.

This tip is crisp and clear: Don’t present for more than nine minutes. Gong.io data supports this. 

Presentations for lost deals last an average of 11.4 minutes. Why do they go so poorly? Because it’s hard to retain attention. If you do go longer than nine minutes, switch it up. 

Vary something that re-captures attention and keeps people engaged. Change channels by doing something like switching up who’s speaking in real life or on video. This can rest your clock to zero, and you’ve got nine more minutes for the next portion of the show. 

10. Be strategic with social proof. 

Social proof. Best friend or worst nightmare? It can be either one, so use it carefully. For example, generic social proof (i.e., naming impressive clients for brand power alone) is a disaster. Buyers might not identify with them. Sure, they’re dazzled, but they may not see how they relate to your current client.

An effective strategy is to reference clients similar to your buyer, with the same pain points, challenges and needs that they can relate to. You can tell an accompanying story about the client and their pain points, helping the buyer see themselves in the story you’re telling.

11. Talk price after you establish value.

Would it surprise you to know it matters when you talk about certain topics? It can actually affect whether you win or lose a deal. Pricing is a great example of this principle.

The top salespeople wait to talk about pricing. They know it’s important to demonstrate their product’s value first.

Set an agenda at the start of your call so your buyer knows when to expect a pricing discussion. They’ll be less likely to raise it early, and if they do, you can refer back to the agenda.

Open with something like, " I’d like to talk about A, B, and C on our call today. Then we can go over pricing at the end and -- if it makes sense for you -- talk about next steps. Does that work for you?"

You’re all set.

12. Reference your competitors.

Our data shows that you’re more likely to win a deal if you talk about the competition early in the sales process instead of ignoring them completely.

For best results, practice this during your first sales presentation. Waiting until the end of your sales process puts you into a dangerous red zone. Your buyers will already have formed opinions, and they’ll be harder to change.

In other words, at the end of the day, buyers will justify a decision they made early in the process, which is why it’s critical to set yourself up as the winner early on. Talk about the competition in your presentation. Put the conversation out there. Get your buyer to see you through that lens, and you’re golden.

Over To You

You now have 15 new tips and techniques to throw down this quarter. Many of these data-backed moves come from Gong.io’s own findings and have proven to be effective for us. Implement them, and I know you’ll boost your numbers.

Don't forget to share this post!

Related articles.

10 Best Sales Presentations To Inspire Your Sales Deck [+ 5 Tips]

9 Ways to End Your Sales Presentation With a Bang

7 Apps That Help Salespeople Become Even Better Speakers

7 Secrets of a Winning Capabilities Presentation

Insight Selling: The 8-Slide Framework for a Better Pitch

The Best Work-Appropriate GIFs to Use in Your Next Sales Slide Deck

How to Make a Business Presentation in 7 Easy Steps [Free Business Presentation Templates]

The 8 Types of Presentation Styles: Which Category Do You Fall Into?

How to Handle Difficult Sales Calls Like a Pro

Technology Give You the Middle Finger in a Demo? 7 Reactions to Avoid

Download ten free PowerPoint templates for a better presentation.

Powerful and easy-to-use sales software that drives productivity, enables customer connection, and supports growing sales orgs

How to Run an Effective Sales Quarterly Business Review (QBR)

You and the team just successfully finished the quarter which means it’s the best time to run a sales Quarterly Business Review (QBR).

A sales QBR is an excellent chance for you and your sales team to discuss the previous quarter’s sales performance. This open forum allows everyone to showcase their accomplishments while presenting their upcoming goals and sales forecast.

What is a sales QBR?

A sales Quarterly Business Review (QBR) is a presentation where sales teams are given an open forum to discuss their previous quarter’s performance while presenting their forecast for the upcoming quarter. Sales reps present their strategic thinking, skills, and actionable strategies for achieving the quota for the next quarter.

Before a sales QBR, sales leaders work with their sales reps to understand what worked well and what didn’t during the last quarter. 

Based on key learnings, it helps set up the next quarter for success. The sales QBR is meant to be an objective and transparent discussion to gain valuable insights and help the sales team achieve their revenue targets.

At the end of a sales QBR, you should have a replay of the business. When done right, these quarterly reviews will uncover interesting new insights about how to accelerate growth or what’s holding the business back.

The challenge is that many sales teams don’t organize QBRs. For the sales teams that consistently organize QBRs, there may not be a framework to follow to uncover new insights. 

Why is it important to run a sales QBR

Sales teams are consistently engaging with potential customers to close deals. They are so focused on the day-to-day operation that there isn’t a chance to reflect on past performance. 

Sales QBRs allow your sales leaders and reps to review the past quarter and plan for the bigger picture. They offer in-depth feedback to plan for the company’s growth. 

Here are several reasons why sales QBRs are important:

• Review the previous quarter’s performance
• Review strong areas and areas of improvement
• Strategize for the upcoming quarter
• Give feedback on areas for the company to achieve growth
• Collaboration on how to achieve goals

Who should attend a sales QBR

Sales QBRs should have key stakeholders attend, including sales reps, sales management, and any cross-functional leaders that work directly with the sales team. Some important cross-functional roles include demand generation, sales enablement, product marketing, and executive leadership.

For a sales leader, the sales QBR is an excellent opportunity to connect with the team and collectively take a hard look at the overall performance. It is an open forum to celebrate your sales reps’ successes, provide helpful criticism and offer recommendations. Most importantly, it’s an opportunity to coach your sales reps on how to improve further.

Sales reps can review the previous quarter, assess what went well and what needs improvement, and communicate what support they need. Discuss what you’re hearing from potential customers and provide these insights to the team.

The difference between a sales QBR and customer success QBR

It’s vital to differentiate sales QBRs and customer success QBRs. 

A customer success QBR is presented externally to customers regarding their last quarter’s performance. It’s a meeting to review past performance, how you’ve supported their business, and new areas for improvement.

A sales QBR is presented internally by the sales team. It’s an opportunity to present performance metrics, highlight and discuss challenges, and develop actionable solutions.

What should a sales QBR cover?

1. team and individual metrics.

An effective sales QBR is data-driven. As a sales leader, you should comprehensively review last quarter’s sales performance as a team and for each individual. 

Gather data and metrics from your CRM and ensure all information is updated and accurate. This includes closed won, slipped deals, average deal size, and average sales cycle. Your goal is to uncover the truth about what helped or hindered the team’s sales performance.

While a sales rep’s perspective is valuable, it should be reinforced by data from your sales reports.

Put all of your data in context by comparing quarter-over-quarter or year-over-year. This will allow you to uncover any insightful trends about performance upwards or downwards. If there is a downward trend, the team should objectively discuss what’s hindering sales growth. 

2. Sales challenges

With everyone’s minds coming together, a sales QBR should be an open forum to discuss the sales team’s biggest challenges. Sales should use the QBR to surface challenges, whether it’s an emerging competitor, go-to-market shifts, or changing economic conditions.

Allows sales reps and managers to present critical challenges holding them back from achieving their goals. Let other stakeholders share their perspectives on tackling the sales challenges. Additionally, there could be several action items takeaway for others as well.

3. Upcoming goals

Present the upcoming goals for the next quarter. Discuss the key goals you plan to achieve, areas of improvement, and expected forecast. It’s essential to explain why these goals matter and your plan to achieve them. 

This can include prospecting plans to build sales pipeline. For example, where you’ll source prospects, tactics, and the prospecting plan’s impact.

4. Deal support

Discuss deals lost and use the sales QBRs to seek guidance and support for upcoming deals. 

This is a chance for sales reps to review their losses in an open forum with their sales leaders and other cross-functional leaders.

Analyze why you lost major deals by asking:

• How did we lose the deal?
• How competitive was the deal?
• What more could we have done to turn the deal around in our favor?

5. Sales forecast and action plan

Although sales QBRs review what happened in the previous quarter, they present the upcoming forecast also. Along with the positive and negative points, address what’s to come for the next quarter.

Present the upcoming goals you plan to achieve in the future and where the team is prioritizing their time. Identify the areas you’re looking to improve and what will be the outcome of those adjustments.

Present a sales forecast for the upcoming quarter, the deals included, and how you intend to achieve the sales plan. Additionally, present what areas you’re improving and what support you need from the organization to help achieve the sales goals.

Best practices: how to conduct a sales QBR

1. Gather relevant sales data and reports

Take a data-driven approach to your sales QBR by gathering relevant sales data and reports. 

The process of gathering data is vital and can’t be overlooked. You will show credibility by making sure you have relevant and reliable information. And this, in turn, will give you the facts and figures behind the results.

Export any relevant data or reports from your CRM that are worth reviewing. Identify areas of improvement and make comparisons over time. The data should be compelling and tell a story about the past quarter.

Not all the data will show positive trends in performance. Whether the performance is good or bad, it’s essential to present the truth behind the sales figures and explain any shortcomings. This is a great time to reflect and evaluate what happened.

2. Make it visually appealing

A great sales QBR uses engaging visuals to grab and maintain everyone’s attention. Visualizations such as graphs, charts, and images will make your presentation easier to digest. 

It’s not easy keeping everyone’s attention during a presentation, especially when data and sales figures are involved. Having supporting material that is well-designed and cleanly laid out will make it easier to read. Make graphs and charts visually appealing so that it reinforces the sales QBR.

Pick the right charts and graphs to show the data as well. For example, if you’re trying to compare quarter-over-quarter, having a stacked bar graph or multiple line graphs may help explain important points and remove confusion.

3. Keep it a high-level strategy instead of tactics

Considering the big picture is an essential aspect of an effective sales QBR. Provide strategies, plans, and opportunities instead of going through your daily operation. 

Although nitty-gritty information about your performance is good, it should be presented in a separate meeting.

By keeping your sales QBR high-level, you can show your critical thinking skills, planning, and ability to translate strategy into executable solutions. 

4. Prepare a sales forecast

In addition, to recap what happened during the previous quarter, you should also address upcoming results.

Identify specific goals you and the sales team will work on for the next quarter. This includes areas of improvement and expected sales forecasts. 

Your audience will need to believe in your plan, so explain why you think your goals and sales forecast are achievable. 

5. Keep it concise

There is a lot of information to cover during a sales QBR, which can get overwhelming. Keep your sales QBR concise by focusing on the vital information that everyone needs to know. 

Most sales QBRS are between 30-45 minutes, so be mindful of everyone’s time as you present. 

Have a consistent framework and structure for each sales QBR. Include only vital information your audience needs to know while removing anything that touches on day-to-day operations. Keep your presentation to the point while also allowing for feedback and questions.

6. Share the sales QBR presentation

Share your sales QBR presentation with your audience before your presentation. This will allow everyone a chance to digest the information by themselves and prepare any questions beforehand.

Additionally, by sharing the presentation, your audience can review information afterward. It is essential if action items are related to your sales QBR.

7. Engage your audience 

Get a sense of how engaged your audience is during the sales QBR. There’s a lot of information so have a consistent pulse check of everyone’s engagement level.

Liven up your presentation with enthusiasm or an interesting story if you see your audience losing interest. If sales QBRs are stretching over an hour, schedule short breaks in between, so your audience can take care of emails or go for a bathroom break.

Practicing your presentation will allow you to plan how much time you need and when you’ll need to grab more attention from your audience.

Sales Metrics to Include in Your QBR

Being data-driven and objective, key success metrics should explain a firm’s past and present situation. The future value is also important, but only if it changes significantly. With all this in mind, it’s straightforward to see why data-driven culture is so important.

Here are several sales metrics you should present during a sales QBR.

• Quota attainment
• Slipped deals
• Lost deals that were in commit
• Average sales cycle
• Pipeline coverage
• Most likely
• Best-case pipeline

Transforms your sales QBRs

Ultimately, sales QBRs are pretty simple and easy to action. They provide your sales team and key stakeholders with all the information they need to review the previous quarter and create actionable takeaways.

A carefully structured sales QBR will ensure all the important metrics have been considered and will allow you and your sales team to understand better where your performance stands relative to previous quarters. 

Sales QBRs are an excellent way for sales teams to provide direct feedback on their performance and areas of improvement and provide the next quarter’s sales forecast. Additionally, it allows cross-functional leaders to understand how their sales team operates in the field and how they can support them.

Daniel is a sales and marketing leader with a decade of experience in B2B SaaS. Daniel has previously built and led revenue-focused teams. He is a go-to-market professional with a keen focus on sales processes, strategies, and tactics.

Similar Posts

Weekly Sales Meeting Agenda Template That’ll Get Your Team Engaged

Here’s a sales meeting agenda that will engage your sales team and inform them about metrics, pipeline, and business updates.

20 Best Sales Management Books To Become A Better Leader

Check out our list of the top 23 best sales management books. These books are a must-read for anyone trying to become an effective leader.

What Is MEDDIC Sales Process And How to Use It? (+ Free Template)

The MEDDIC sales process is a step-by-step qualification methodology that can help salespeople focus on winnable deals. As you know, unqualified opportunities can drag on for long sales cycles. MEDDIC helps reduce the risk by providing important questions to determine if an opportunity is worthy of pursuing. In this blog post, we’ll outline the steps…

7 Surefire Tips to Nail Your Next Quarterly Business Review Presentation

If the best part about preparing your next quarterly business review presentation is that you only have to do it four times a year, you’re not alone. Sadly, most of your colleagues probably share your dread when it comes to attending yet another QBR. 

While a vital element of modern business that presents key performance metrics, the quarterly business review presentation is tedious to create and often even more mind-numbingly dull to attend.

A QBR isn’t just any other business meeting where you discuss performance data and goals. A QBR presentation examines not only the present state of a company, but also its opportunities and potential. A successful quarterly business review should leave attendees excited about a company, not glad the presentation is finally over.

Nervous about how to run a cross-functional quarterly business review presentation? Want to design a quarterly business review presentation that intrigues and inspires clients and colleagues? Check out the following seven tips to nail your next quarterly business review presentation:

1. Tell a story

People respond to stories, that’s just a fact of humanity since the dawn of time. Don’t just bombard your QBR audience with data. Instead, tell the company’s story over the past three months. 

With the company as the protagonist, weave a tale complete with a problem, conflict or challenge and its solution or resolution. Just as in the most riveting novels, the QBR story should include an introduction that sets the scene, a middle where the action happens and a conclusion that provides its resolution. Don’t worry if you’re stumped, just look for effective story ideas from quarterly business review templates and other presentation templates curated by Beautiful.ai’s best designers.

2. Make it clear and concise

Remember, most people don’t walk into a quarterly business meeting expecting to be excited or inspired, so one recipe for success is keeping the presentation short, sweet and to the point. After about 10 minutes, minds will begin to wander. 

Still, that doesn’t mean you have to keep your presentation quite so brief. Include a summary of your key points in the first few minutes, followed by all the nitty-gritty details. Likewise, be sure your data is clearly presented by illustrating metrics with engaging infographics.

3. Choose the right slides

You won’t impress anyone with yet another dime-a-dozen PowerPoint-esque frankendeck . Keep audiences interested with a variety of slides, infographics and visual effects, but also ensure you’re choosing the right slides to present your information. After all, trying to illustrate a schedule with a pie chart or profit margins on a flowchart , for example, is only going to leave your audience scratching its collective head. 

Fortunately, you can save time and prevent a headache by choosing from Beautiful.ai’s library of presentation templates , including quarterly business review presentation templates, and customizable smart slide templates . Choose from curated presentation templates created just for team meetings and business reviews . Then, just add your content and watch our artificial intelligence-powered presentation software adjust the format based on professionally recommended principles of good design .

4. Define your KPIs

How does your company define success? Every quarterly business review must include the business’ key performance indicators, which measure the company’s progress toward goals. Those KPIs could include metrics like customer acquisition and retention, sales, returns on investment, profits and losses, just to name a few. Displaying the KPIs through appropriate infographics can make the data come alive and refocus audience attention.

5. Include real results

When reviewing a company’s quarterly results, be direct and don’t sugarcoat the facts. Instead of relying on vague or indefinite terms like “most” or “best,” provide your audience with specific results. 

Infographics are particularly useful in presenting real results, and Beautiful.ai users can take advantage of a host of smart slide templates featuring all sorts of useful infographics. Just enter your data and watch the infographic transform before your very eyes. 

At the same time, don’t sugarcoat challenges or even failures experienced in the preceding quarter. If the company failed to meet a goal, admit as much and briefly examine why.

6. Discuss wins, challenges and opportunities

What worked for the company over the past quarter, and where could the business improve? Any successful QBR presentation will highlight the company’s wins, challenges and opportunities, thereby drawing attention to what the business should start, stop and continue. How did the company succeed, and what didn’t achieve the desired results? What can be learned from those missed opportunities?

7. Focus on the future

A quarterly business review doesn’t merely summarize the company’s performance over the prior three months, it also focuses on business goals for the future. In fact, the most successful QBR presentations will dedicate about half of their time to how the quarter’s results will impact the company’s future initiatives.

Samantha Pratt Lile

Samantha is an independent journalist, editor, blogger and content manager. Examples of her published work can be found at sites including the Huffington Post, Thrive Global, and Buzzfeed.

Recommended Articles

Zoom presentation tips for nailing your presentation in the new year, the only 10 slides you need in your startup pitch, what are some creative presentation ideas, medical presentations: how to present effectively on urgent topics.

Filter by Keywords

10 Free Quarterly Business Review (QBR) Templates for 2024

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

Organizations are moving faster than ever, with more people, departments, and technology coming together to achieve big, aspirational goals. QBRs provide a structured forum for teams to align on goals , hold themselves accountable, collaborate, and drive continuous improvement.

By conducting regular QBRs, organizations can improve their performance , stay focused on their goals, and ensure they deliver value to their customers and stakeholders.

What is a QBR Template?

1. clickup qbr template, 2. clickup qbr lane board template (board view), 3. clickup qbr by category template (list view), 4. clickup quarterly business review with action items template (list view), 5. clickup quarterly report template, 6. clickup quarterly performance review template, 7. clickup quarterly roadmap template, 8. clickup quarterly financial report template, 9. slideteam powerpoint qbr template, 10. template.net microsoft word qbr template.

A Quarterly Business Review template is a structured document, dashboard, or presentation that is formatted for companies to easily review business performance over the past quarter and plan for the quarter to come. At a minimum, a typical QBR template will include an overview of key metrics , progress toward goals , updates on major initiatives, and any issues or challenges that need to be addressed.

Essentially, this type of template is designed to make quarterly business review meetings as productive as possible. The document should facilitate discussion among key stakeholders like executives, department heads, and team leaders.

At the end of each quarterly meeting, everyone should be on the same page and have a clear understanding of how the business is performing and what needs to be done to improve during the next quarter.

What makes a good quarterly business review template?

A good QBR template is like a report card for a company, offering a clear grade on company performance. However, unlike a report card, a QBR template is designed to distill the performance of the last three months into an action plan for what needs to be done to improve performance over the next three months.

Aside from just monitoring performance and account planning for improvement, the best QBR templates bring a business together, rallying executives, department heads, and team leaders around shared goals.

Whether you’re hosting your first QBR presentation or your hundredth, a solid template will make your QBR conversation, planning, and execution a regular value add to the business. Consider the following items below, which are core components any good QBR template should include.

• Relevant Metrics: The template should include relevant metrics that help track the performance of the company. It’s important to choose metrics that are aligned with the company’s goals and objectives. For example, if you are managing a sales QBR, the template should include metrics related to revenue, leads generated, and conversion rates.
• Clarity: QBRs include tons of data and info so your template needs to make all that complexity easy to read and understand. The ability to include charts and graphs will make your life much easier when trying to make information more visually appealing and easier to consume.
• Actionable Insights: A QBR template should not only provide an overview of the company’s performance but also highlight key insights and actionable recommendations for improvement.
• Flexibility: Priorities and strategies change quarter to quarter, and often even more frequently. Your template should be flexible enough to accommodate regular changes without requiring you to totally redesign how your quarterly report is developed.
• Audience-specific: Finally, the QBR template should be tailored to fit the specific audience that will be reviewing it. This also gets at flexibility. Ideally, you shouldn’t have to create a different QBR report for each stakeholder, but rather simply filter and frame the same information in different ways for whoever is reviewing it.

Bonus: 30-60-90 day templates !

Why QBRs are important for your business

Quarterly business reviews are like the annual wellness exam you have with a doctor. Similar to how a doctor will run standard tests to check on your overall health or identify potential concerns earlier, a QBR assesses core operating and performance measures to get a regular pulse on the business.

A good QBR process helps a business achieve five things:

• Performance review : Provides a regular opportunity for teams to review their performance against business objectives, goals, and metrics.
• Goal alignment : Helps ensure all teams and departments are aligned with the company’s strategic objectives and priorities.
• Team collaboration : This creates an opportunity for teams to collaborate, share best practices, and identify opportunities for improvement.
• Customer focus : Reviews customer feedback and assesses the customer’s goals and satisfaction.
• Continuous improvement : Drives continuous improvement by regularly reviewing performance, identifying areas for growth and development, and establishing action plans to improve performance.

10 Quarterly Business Review Templates

There are many different types of QBR templates available. Depending on your specific needs and goals, some templates here focus on financial performance, while others may be based on more qualitative measures—i.e. customer satisfaction or employee engagement .

Your QBR template should be tailored to your needs and goals, and it should be reviewed and updated regularly to continue to be effective. Here’s our list of 10 QBR templates you need to try out now:

To create visibility and coordinated action across a lot of moving pieces, the ClickUp QBR Template brings all essential business performance metrics, task statuses, and processes into a single hub. Because it is built in ClickUp, the template offers different views, filters, and visualization so that QBR information can be tailored to fit the reviewing needs of each stakeholder and team.

Built for flexibility as well as consistency, the template organizes QBR activities into five core custom fields: Status, Department, Type, Category, and Completion Rate.

For Status, activities are marked by “To do,” “In progress,” or “Complete,” giving everyone reviewing the QBR presentation an at-a-glance view of where each activity stands. The Department field makes it clear which function like the sales team, customer success, marketing, etc., owns and is responsible for executing and reporting on the activity.

Under Categories, each QBR activity is organized by “People,” “Process,” or “Technology” so organizations can easily identify the big bucket groups each activity and department are tracking up to. Within each Category, tasks are labeled with a “QBR type” that makes it clear if a task needs review, is causing an issue, represents new goals, or needs to become an action item for the future quarter.

Finally, each task has an associated Completion Rate so that contributors and viewers get a bird’s-eye-view of how much work needs to be done to close the activity.

Business priorities change regularly, making it important for teams to know what requirements are still in flight, which have pivoted, and which have been stopped altogether. Without clear alignment on current and future goals, teams can easily spend time on the wrong work.

Any QBR agenda should include ample time to review key performance indicators from the previous quarters and how those KPIs may influence changes to goals and priorities for the upcoming quarter.

To bake change conversations into QBR meetings, ClickUp’s QBR Lane Board Template organizes tasks into four descriptive categories: “ Start,” “Stop,” Continue,” and “Change .” The template uses a Kanban Board to create a clear, vertical view of each category so there is no guesswork required by decision-makers during the QBR presentation.

Items in the Kanban Board can easily be dragged and dropped into different lanes as business priorities shift, making it simple for teams to follow up on the next steps.

A good QBR review needs to present critical information in a way that allows decision-makers to review at-a-glance and respond quickly. Leaders need to know if an activity might affect sales performance, employee productivity, or even an important customer’s business.

When a QBR presentation just includes a bunch of data, tasks, and information, it’s hard to uncover the big picture. The ClickUp QBR by Category Template places each activity into the larger context of business priorities, by organizing tasks by “People,” “Process,” or “Technology.”

Seeing how each activity impacts one of the three core components of the business can better answer key questions like, Do we need to focus more on employees and culture? Is there risk in our organizational operations? Are there gaps in our tech stack or infrastructure?

An effective QBR meeting should not only provide an overview of a company’s key performance indicators but also uncover key insights and actions to tackle before the next QBR meeting.

In fact, ClickUp’s Quarterly Business Review with action items template does just that. Based on the “OKR Type” Custom Field, the template only highlights items from the QBR meeting that are identified as “Action Items.” These action items are then organized in a List view by their respective statuses: “To do,” “In progress,” or “Complete.”

Within the easy-to-scan Action Items List View, decision-makers can see the activity driver, which team is responsible for the activity, and the completion rate of each activity. This bird’s-eye-view of action items makes it easy for leaders to assess what activities need attention and who to work with to make sure action is taken.

A key part of QBR meetings is assessing company financials, including expenses, revenue, and cash flow. This is especially important for sales QBRs, customer success QBRs, and marketing and HR QBRs. By compiling and reviewing the financial information , business leaders can assess the company’s financial health by looking at its financial key performance indicators.

The ClickUp Quarterly Report Template creates a quarter-over-quarter view of company financials, breaking profit and loss (P&L) into four categories: Indirect cost, revenue, billings, and cash flow.

Working with finance data, you’re going to need to do a lot of math. The template includes directions for key formulas so you can easily automate important calculations like annual averages, pacing, and whether P&L is on or off track.

Creating financial transparency across business functions is key to building strong relationships between department leads and the finance team. Reviewing quarterly finances helps functional leaders get better at forecasting their team’s expenses and makes it easier for them to get approval for new investments and budgets.

Quarterly reviews offer an opportunity to build relationships across the organization and within each team. This is done through deep-dive employee performance reviews. Tying employee performance to business goals ensures everyone works toward the same objectives.

For instance, organizations are tirelessly trying to create customer value, so it makes sense that the performance of customer success managers and sales managers is tied to that goal. Those goals could be anything from prioritizing top deals from new customers, developing a training program to build stronger customer relationships, or simply improving a sales pitch.

Whatever an employee is being rated on, tying it into overarching company goals, it makes it easier to provide tangible feedback and create a sense of ownership from employees as they can see how their work is supporting the business.

The ClickUp Quarterly Performance Review Template makes it easy to connect employee performance to business performance. The template focuses on four review categories: Performance overview, goal achievement, process improvement, and work ethic. Each section comes with pre-formatted components to grade output from “excellent” to “poor,” as well as a section for managers to include detailed, bulleted feedback explaining the rating.

At the bottom of the performance review template is an acknowledgment section where both employee and manager include their overall comments and as well as their signature confirming they have read and committed to the review.

Effective QBR meetings will turn into robust action plans for the upcoming quarter. To make sure these actions are hit by the next QBR, teams need a clear roadmap.

The ClickUp Quarterly Roadmap Template uses a timeline view that groups necessary future actions into standard initiative categories and the month they are to be completed. For example, if upcoming features need to be released at a certain time for the next customer success QBR, that can be included in the template under “Research” and “Software” and set to deploy the month before the next QBR meeting.

By organizing quarterly goals into a roadmap, organizations can continue to build strong relationships across functions by developing a shared language and timeline around when and what they need to deliver .

We touched on financial reporting in template No. 5 above, but ClickUp’s Quarter Financial Report is a very deep dive into a company’s financial performance.

Now this is serious business. A Quarterly Financial Report, or QFR, is a compilation of unaudited financial data, like balance sheets and income statements, that are published by businesses every three months. These reports may also include year-to-date and comparative results like comparing the same quarter from the previous year to the current quarter.

ClickUp’s Quarterly Financial Report Template creates an at-a-glance view of quarter-over-quarter revenue and as well as expenses. For example, revenue is broken down into categories like “Service Fees,” “Product Sales,” “Interest Gain,” etc., with sections for year-to-date totals as well as increase and decrease indicators.

Context is always important when dealing with financials. The template also includes a section for highlights and lowlights from a sales, productivity, and budget perspective . This helps make sure your QBR presentation provides enough context for decision-makers to make sense of the data.

If PowerPoint is still your preferred method of managing your quarterly business reviews, this presentation template from Slide Team has you covered. This template comes with 80 ready-made PPT slides that allow you to plug and play with your quarterly highlights, key developments, financial summary, cash flow statements, and much more.

The presentation template also comes with sample slides to incorporate related topics into your QBR meeting like a product roadmap , SWOT analysis , org charts , and other topics that bring relevant but not recurring information into your meetings .

If you are a Microsoft Office loyalist, you can get started with this Template.net Microsoft Word QBR Template. It takes a 30,000-foot view perspective of QBRs, with a focus on grading key performance indicators like profits execution, strategic alignment , development, and resource management.

The template also includes a comments section for reviewers to make recommendations on what needs to be done based on the above KPI assessment.

Get Started With the Right Template to Kick Off Your Next QBR

QBR meetings come in many different shapes and sizes. But the goal will always be the same – identify concerns and learnings from the previous quarter’s performance and develop an informed action plan for the next quarter.

Finding the right template for your next QBR presentation can make all the difference to align your team and hitting your goals.

Questions? Comments? Visit our Help Center for support.

Receive the latest WriteClick Newsletter updates.

Thanks for subscribing to our blog!

Please enter a valid email

• Free training & 24-hour support
• Serious about security & privacy
• 99.99% uptime the last 12 months

Platform Overview

High-level view of building content in Marq

Content Design

Create templates & set locking parameters

Creative Automation

Implement smart fields to auto-populate data

Content Management

Centrally manage brand assets & templates

Content Distribution

Deliver content to your audience via print & digital

Team Management

Personalize the platform experience

Uncover insights that lead to better branded content

App Marketplace

Connect Marq to the tools you use every day

Real Estate

Create on-brand materials for every listing in seconds with integrated MLS data

Give hospitals and clinics a way to easily personalize digital and print materials

Enable cross-functional teams to build on-brand content for their unique use cases

Financial Services

Leverage creative automation to simplify data-based content updates

Higher Education

Equip campus partners with easy-to-use templates

Associations

Maintain brand consistency across chapters and affiliates

Scale creative production while utilizing existing resources

Grow your franchise locations while easily maintaining brand integrity

Customer Stories

Comparisons

Quarter Sales Presentation Template

Add some style to your next quarterly sales meeting with this fresh and clean four-page sales presentation template.

Related templates

Airy Sales Presentation Template

Momentum Sales Presentation Template

Pink & Violet Investing In Property Presentation Template

Red Sales Presentation Template

Like this template.

Quarterly Report

Download and customize this and 500+ other business templates

Start here ⬇️

Voila! You can now download this Presentation

Want to save hours on the design and layout of your next quarterly report? Download the Quarterly Report presentation template to look good while you translate important information into a digestible report to be distributed between teams and stakeholders. Quarterly reports incorporate pages and pages of documents, so save hours of work with this completely customizable presentation. The template includes slides on Achievements & Milestones, Financial Ratios, Balance Sheet, and Cash flows, Corporate impact, Projections, Executive Summary, Income vs. Expense, Marketing Activity, Sales Projection, Strategic Goals, 12-Month Roadmap, and many more. Plus, stick to the end and we'll share how a company like Delta or American Airlines breakout their own quarterly reports.

1 questions and answers

What objectives are there?

The objectives of creating a quarterly report include: 1. Providing important information in an understandable way for teams and stakeholders. 2. Summarizing the achievements and milestones reached during the quarter. 3. Presenting financial ratios, balance sheet, and cash flows. 4. Showing corporate impact and future projections. 5. Summarizing income and expenses, as well as marketing activities. 6. Projecting sales and setting strategic goals. 7. Mapping a roadmap for the next 12 months. These objectives may vary depending on the company and the sector in which it operates.

Tool highlights

Achievements and milestones.

Every quarterly report includes a high-level highlight of what the company has accomplished so far. This achievements and milestones slide includes a timeline to visually highlight as many milestones as are relevant. Typically, these are company-wide accomplishments that are qualitative in nature. These highlights could also be new strategic developments that are key to growth. (Slide 6)

The presentation also has slides to recognize teamwide and individual team member achievements to acknowledge the good work of a specific team or team member. These are more for internal quarterly reports, either from a manager to a report relationship or across the internal teams themselves. (Slide 8-9)

Financial summary

Next, no quarterly report would be complete without a financial summary. This could be a high-level overview that gets as specific as execs want. This financial ratio visualization lists the six most common financial ratios on one slide. This helps execs compare results across ratios like ROI and current ratio, which compares whether or not the company has enough resources to meet its short-term obligations. For each ratio, execs can compare Q to Q growth, with one quarter on top compared to another below. (Slide 13)

To outline more details, use other financial statement slides to show profit and loss, balance sheet, cash flow, and many more. (Slide 15-26)

Corporate impact

Corporate impact is another area that's important to highlight in a quarterly report. On one side, highlights of diversity and inclusion and job creation, where key metrics can be underscored. On the other side, execs can provide a quick breakdown of how the company spent resources on employee learning and development, whether that's continuous education, upskilling or other efforts. (Slide 27)

Corporate social responsibilities

Corporate social responsibility is another area of impact. This slide divides across people and planet impact, where top metrics of both are featured. For instance, under the planet, execs can track reductions in key areas like emissions or landfill waste. (Slide 28)

Projections

Quarterly reports should also include projections for the future. Execs can use this visualization as a goal-setting slide with four graphs and a table to cover key financial projections related to any topic. These could be strategic projections, sales projections, or projections related to the investment of resources. In this example, the company's 5-year financial projection is shared along with the KPI of breakeven revenue. This five-year projection could also be adjusted to address the next four quarters instead. (Slide 30)

American Airlines vs. Delta Airlines quarterly reports

When it comes to public-facing quarterly reports, every company reports differently; even companies in the same industry highlight different metrics. For example, compare how two major US airlines, American Airlines and Delta Airlines, break out their public-facing quarterly reports.

For American Airlines' Financial results, they chose to share 1) fourth-quarter revenue against the same period in 2019 (their last pre-pandemic point of comparison) 2) fourth-quarter net loss, and 3) the total available liquidity, which ended up being the highest year-end liquidity balance in company's history. They also highlighted the 4) the number of passengers safely transported - which was the most of any other US carrier.

For their projections, the airline reported it would continue to match its forward capacity with observed bookings trends, which would lead to a 1) decreased capacity that is 8% to 10% lower compared to Q1 of 2019, and 2) total revenue to be down 20% to 22% versus the Q1 of 2019.

Now let's compare this to Delta's reports. Delta broke out its 1) adjusted pre-tax income, 2) adjusted operating revenue and 3) total operating expenses compared against Q4 of 2019, as well as its 4) remuneration from American Express, which was up 11% compared to Q4 of 2019. Because the company also reported its full-year results, this last metric was highlighted to show that remuneration from its co-branded credit card with American Expres was nearly 98% restored compared to 2019, which signals a positive sign for revenue trends.

For Delta's March 2022 projections, it projected it will fill 1) 83% to 85% of the capacity and 2) 72% to 76% of the revenue compared to March 2019, 3) spend $1.6 billion in Gross Capital Expenditures with approximately 4) $22 billion in adjusted net debt. Because the company has also projected a 5) 15% increase in cost of fuel per available seat, Delta will also raise ticket costs with a fuel surcharge to recapture somewhere between $15 and $20 each way on an average ticket value of about $200.

If you're about to prepare your company's next quarterly report, you need this presentation. Download the Quarterly Report presentation template for more slides on Executive Summary, Income vs. Expense, Marketing Activity, Sales Projection, Strategic Goals, 12-Month Roadmap, and many more to save time and hours of work. And for the full presentation and explainer video, become a You Exec Plus member.

• Awards & recognition
• Executive biographies
• Bank of America Institute
• Media contacts
• Media content library
• Report center

Bank of America to Report First-Quarter 2024 Financial Results on April 16

April 9, 2024 at 9:00 AM Eastern

CHARLOTTE, NC – As previously announced, Bank of America will report its first-quarter 2024 financial results on Tuesday, April 16.  The results will be released at approximately 6:45 a.m. ET, followed by an investor presentation at 8:30 a.m. ET.

The news release, supplemental filing and investor presentation can be accessed at Bank of America’s Investor Relations website at https://investor.bankofamerica.com/quarterly-earnings .

Investor Conference Call Information

For a listen-only connection to the investor presentation, dial 1.877.200.4456 (U.S.) or 1.785.424.1732 (international). The conference ID is 79795. Please dial in 10 minutes prior to the start of the call. Investors can also listen to live audio of the conference call and view the presentation slides by visiting the “Events & Presentations” section of the company’s Investor Relations website.

Replay information for Investor Conference Call

Investors can access replays of the conference call by visiting the Investor Relations website or by calling 1.800.934.4850 (U.S.) or 1.402.220.1178 (international) from noon on April 16 through 11:59 p.m. ET on April 26.

Bank of America

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million consumer and small business clients with approximately 3,800 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 57 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock is listed on the New York Stock Exchange (NYSE: BAC).

Investors May Contact:

Lee McEntire, Bank of America Phone:  1.980.388.6780 [email protected]

Jonathan G. Blum, Bank of America (Fixed Income) Phone: 1.212.449.3112 [email protected]

Reporters May Contact:

Bill Halldin, Bank of America Phone: 1.916.724.0093 [email protected]

• Corporate and Financial News

Get Bank of America news updates, including dividend announcements and other important information to your inbox.

What would you like the power to do.

Tell us about your experience

Help Center

• Location finder

Our company

• Responsible growth
• Business practices
• What we offer
• Modern Slavery Act Statement (PDF)

Making an impact

• Local Impact
• Racial equality & economic opportunity
• Driving economic & social progress
• Environmental sustainability
• Find resources

Working here

• Being a great place to work
• Quarterly earnings
• Events & presentations
• Regulatory & other filings
• Fixed income
• Shareholder info
• Annual reports & proxy
• Press releases
• Journalist resources

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any information in this material, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.

Content contained herein may have been produced by an outside party that is not affiliated with Bank of America or any of its affiliates (Bank of America). Opinions or ideas expressed are not necessarily those of Bank of America nor do they reflect their views or endorsement. These materials are for informational purposes only. Bank of America does not assume liability for any loss or damage resulting from anyone's reliance on the information provided. Certain links may direct you away from Bank of America to an unaffiliated site. Bank of America has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its content. When you visit these sites, you are agreeing to all of their terms of use, including their privacy and security policies.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “ MLPF&S ” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“ BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member  SIPC  and a wholly owned subsidiary of BofA Corp.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC , and a wholly-owned subsidiary of Bank of America Corporation (“ BofA Corp.”). Insurance and annuity products are offered through Merrill Lynch Life Agency Inc. (“ MLLA ”), a licensed insurance agency and wholly-owned subsidiary of BofA Corp.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA :

Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation ( BofA Corp.).

"Bank of America" is the marketing name for the global banking and global markets business of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation ("Investment Banking Affiliates"), including, in the United States, BofA Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, both of which are registered broker-dealers and Members of  SIPC , and, in other jurisdictions, by locally registered entities. BofA Securities, Inc. is registered as a futures commission merchant with the CFTC and is a member of the NFA.

Company goals are aspirational and not guarantees or promises that all goals will be met. Statistics and metrics included in our ESG documents are estimates and may be based on assumptions or developing standards.

• Review Cookie Categories
• Accessible Banking
• Social community guidelines
• Advertising Practices

Bank of America, N.A. Member FDIC.  Equal Housing Lender © 2024 Bank of America Corporation. All rights reserved.

Connect with us

• What's My Car Worth?
• Buyer's Guide

The Biggest Winners and Losers in Auto Sales in Q1 2024

These are the car models and brands that got off to a hot start in the first quarter of 2024, as well as a few that struggled out of the gate.

Winner: Subcompact SUVs

The smallest crossovers proved popular over the first few months of 2024. After bursting onto the scene last year, the second-generation Chevrolet Trax continued its rejuvenation with 37,588 sales in the first quarter of 2024, while the Honda HR-V saw a 44 percent jump year over year with 38,062 units sold. The Mazda CX-30 and Toyota Corolla Cross also impressed with 28,496 and 19,028 sales, respectively, increases of 43 and 31 percent. Customers seem to be hungry for more affordable transport in a time where the cost of living is continually rising.

Winner: BMW X1

BMW launched a new sharply styled X1 for 2023, prompting a 196 percent leap in sales last year to 21,042 units, the model's best performance in four years. The small luxury crossover continued its strong results to start 2024, recording 6012 sales, up by 90 percent over the same time last year.

Winner: Lincoln

The Lincoln lineup had an incredible first quarter, up by 32 percent overall. The biggest drivers of growth were the brand's smallest crossover, the Corsair (up 56 percent to 6286 units), and the Nautilus (up 68 percent to 9231 units). The Aviator also experienced a 19 percent rise, with only the Navigator down. As the overhauled 2024 Nautilus reaches dealer lots and with the refreshed 2025 Aviator arriving later this year, Lincoln's upward momentum might have legs.

Winner: Volkswagen Hot Hatches

Despite a wonky infotainment interface, we love the driving dynamics of Volkswagen's two hot hatches, so we are happy to see sales of both sporty compact cars significantly rise in the first quarter. The GTI registered 2412 units, up 156 percent from the same period in 2023, while the Golf R collected 1233 sales, a 125 percent increase. The GTI and Golf R are losing their manual-transmission option after the 2024 model year, so we'll see if sales of these enthusiast-focused vehicles keep up once they go auto only.

Winner: Small Nissans

Along with subcompact crossovers, further proof that buyers want cheaper vehicles comes via Nissan's smallest cars, the Versa and Sentra. The subcompact Versa sedan , which starts at just $17,530, saw its sales jump by 92 percent to 7474 units. The $22,030 Sentra proved far more popular, with 40,081 units sold—a 78 percent rise for the first quarter of 2024.

Winner: Ford Maverick

Ford's compact Maverick pickup has been around since 2022 but continues to pick up steam, becoming Ford's fourth-biggest-selling vehicle in Q1, just behind the Transit van. With 39,061 examples sold, the Maverick was up 82 percent over the first quarter of 2023. Last year, Ford delivered 94,058 Mavericks, a 27 percent rise from 2022. If Ford can maintain the same momentum for the rest of this year, 2024 might set a new sales record.

Loser: Full-Size Trucks

While the littlest pickup in the U.S. had a great start to 2024, sales of American full-size trucks slowed during the first quarter. Ford's F-series lineup, which includes the electric F-150 Lightning , was down 10 percent to 152,943 units. However, the Lightning did see an 80 percent jump to 7743 units. Ram's pickup line, which includes the light-duty 1500 , dropped 15 percent to 89,417 sales. Only the Chevrolet Silverado experienced a slight bump to 129,987 units, but this 2 percent rise was carried by the heavy-duty models, with the light-duty Chevy down 3 percent. The Toyota Tundra did see a 31 percent rise, but its 36,215 sales make it a bit player in this segment.

Loser: Ford Bronco

Ford saw several double-digit jumps, from the Maverick to the electric Mustang Mach-E and even the aging Edge . But the Bronco off-roader had a dismal opening three months—sales were down 26 percent, with Ford moving 24,066 Broncos. Meanwhile, Jeep shifted 38,308 Wranglers , up 1 percent over the first quarter of 2023. Sales of the Bronco during the full 2023 calendar year were also down by 10 percent, suggesting waning interest for the boxy all-terrain SUV.

Loser: Mini

Mini has a range of updated models on the way, with both a new Cooper hatchback and Countryman SUV arriving for 2025 with gas and electric powertrains. But as Mini waits for these new vehicles to hit dealerships, its sales are taking a nosedive, with the brand down 13 percent overall. Mini's bestseller, the Countryman, dropped 24 percent; the two-door Cooper Hardtop slid by 10 percent, and the four-door variant experienced a 21 percent decline. Only the Cooper Convertible was in the green with a 20 percent increase. The 2025 Cooper and Countryman can't come soon enough.

Loser: Gas-Powered Audi SUVs

As sales of Audi's electric SUVs continue an upward trajectory, sales of the German automaker's gas-powered SUVs tanked in the first quarter. The Q5 remained Audi's top seller but fell 33 percent to 11,473 units, while the Q7 decreased by 35 percent, and the Q8 was down by 37 percent. The only saving grace was the smallest member of Audi's SUV lineup, as the Q3 saw a whopping 80 percent increase to 6926 units.

Caleb Miller began blogging about cars at 13 years old, and he realized his dream of writing for a car magazine after graduating from Carnegie Mellon University and joining the Car and Driver team. He loves quirky and obscure autos, aiming to one day own something bizarre like a Nissan S-Cargo, and is an avid motorsports fan.

.css-190qir1:before{background-color:#000000;color:#fff;left:0;width:50%;border:0 solid transparent;bottom:48%;height:0.125rem;content:'';position:absolute;z-index:-10;} News .css-188buow:after{background-color:#000000;color:#fff;right:0;width:50%;border:0 solid transparent;bottom:48%;height:0.125rem;content:'';position:absolute;z-index:-10;}

Tour Sweden's World of Volvo, Before It Opens

Bentayga Becomes First Bentley with Black Badges

2025 Kia K5 EX Sedan Receives a $5000 Price Hike

Aston Martin to Continue Selling Gas-Engined Cars

Join Us on May 8 at VIR—Now $200 Off

Kia Starts Truckin' Around with First-Ever Tasman

2025 GMC Yukon AT4 Shows New Front End in Teaser

631-HP Lamborghini Huracán STJ Is an Epic Finale

Rimac and BMW Take On the Electric Future Together

Alfa Romeo Milano SUV Is The Brand's First EV

2025 Corvette ZR1 Teased Ahead of Summer Reveal

Researched by Consultants from Top-Tier Management Companies

Powerpoint Templates

Icon Bundle

Kpi Dashboard

Professional

Business Plans

Swot Analysis

Gantt Chart

Business Proposal

Marketing Plan

Project Management

Business Case

Business Model

Cyber Security

Business PPT

Digital Marketing

Digital Transformation

Human Resources

Product Management

Artificial Intelligence

Company Profile

Acknowledgement PPT

PPT Presentation

Reports Brochures

One Page Pitch

Interview PPT

All Categories

Top 5 Quarterly Sales Report Templates With Examples and Samples

Naveen Kumar

American bestseller author, speaker, and Duke University fellow Dan Heath said , “Data are just summaries of thousands of stories—tell a few of those stories to help make the data meaningful.”

In the fast-paced business world, where every second counts, competition is fierce, and success hangs in the balance, sales reports are the books that tell millions of stories (or stories of millions) in a few pages. These reports are not just mere documents; they are the key to unlocking a treasure trove of information and portals to a wealth of knowledge that can propel your business to new heights.

Transforming Number Into Sales Stories!

Among the plethora of sales documents, one that stands tall as the cornerstone of strategic decision-making and, if used wisely, as a weapon of champions is the quarterly sales reports .

Think of quarterly sales reports as the bestsellers of the sales world. They go beyond providing mere summaries; they immerse you in a captivating narrative, revealing the twists and turns of your company’s sales performance. Just as a well-crafted story grips your attention and leaves you eager for the next chapter, quarterly sales reports engage your strategic mind, empowering you to make informed decisions that drive growth.

Why Quarterly Sales Reports?

While daily and monthly reports provide valuable snapshots, quarterly reports paint a comprehensive picture of your company’s sales landscape. It encapsulates the performance over three months, allowing you to identify trends, spot potential bottlenecks, and make informed adjustments. These reports are like a compass in the stormy sea of business, guiding you toward profitability and success.

But here’s the catch!

Crafting these reports from scratch can be a daunting task. The hours spent formatting, organizing, and analyzing data drain your energy and distract you from the bigger picture. That’s why you need these powerful and aesthetic quarterly sales report templates.

Quarterly Sales Report Templates

Our quarterly sales report templates are storytellers that turn your sales data into an engaging masterpiece. These presentation designs save time and effort for the user and provide a seamless experience. The user-friendly interface and customizable features allow you to weave your sales story, capturing the attention of your stakeholders and inspiring action. With this comprehensive suite of templates at your disposal, you gain a definite edge over the competition. 

Whether you’re a seasoned executive, an ambitious entrepreneur, or a sales enthusiast looking to make your mark, our Quarterly Sales Report Templates are an absolute must-have. They equip you with the tools to navigate the sales landscape, identify trends, and chart a course toward success.

Don’t settle for ordinary reports when you can have extraordinary narratives. Download our Quarterly Sales Report Templates today and embark on a journey of sales triumph like never before.

1. Quarterly Sales Data Analysis Report Template

Data is king when it comes to driving sales growth but analyzing vast amounts of sales data can be overwhelming. This comprehensive quarterly sales data analysis template will do the trick. With its easy-to-read tables and bar charts, you can transform raw data into actionable insights. The tabular layout offers a structured framework that allows you to organize and interpret your monthly and team sales data with metrics, sales targets, sales done, target achieved, and proportions. The bar charts will help you identify trends, spot opportunities, and make data-driven decisions. Download it now!

Download this template

2. Product Quarterly Sales And Profit Performance Report Template

This sales and profit performance report template helps you optimize your sales strategy and maximize profits with insights into your product’s success and financial health. It is your go-to solution to simplify the analysis of your quarterly sales and profit data. You can track, analyze, and visualize your product’s performance for more than eight quarters or two years with its easy-to-understand graphs. This PPT Design has pre-designed space to add names, categories, sub-categories, regions, and key insights from the chart for the products under discussion. Get it now!

3. Quarterly Business Sales Performance Report Template

Visualizing your sales data is a breeze with this template as it automates calculations, aggregates data, and generates professional-looking reports with a few clicks. Instead of spending hours manipulating spreadsheets and crunching numbers, you can focus on interpreting the results and devising strategic plans. The five-column table provides organized space to showcase and compare the sales figures of multiple products over four quarters. Grab it today!

4. Quarter-wise Product Sales Improvement Table Report Template

This expert-designed neat presentation template provides a structured framework to assess the effectiveness of your sales strategies with a glance at numbers. It allows you to track and compare key metrics of three products in four quarters. By comparing data across different quarters and products, you can identify trends, spot potential opportunities, and take targeted actions to optimize your sales approach. The color, theme, text, and structure of this PPT Layout are editable to create a new eye-catching sales report. Download it now!

5. Region Wise Product Quarterly Sales Bar Graph Report Template

This sales report template gives you the power of data visualization for understanding the regional performance and making strategic decisions. It goes beyond traditional reporting, transforming your sales data into captivating visual narratives. With its eye-catching, professional-designed bar graphs, you can analyze and compare product sales across different regions, identifying trends and opportunities at a glance. You can also share the key takeaways from this comparison in the given space at the bottom of this PowerPoint Design. The visually stunning representation of data captivates stakeholders, enabling you to communicate complex information with ease. Get it now!

6. Quarterly Sale Weighted Projections Report Template

This meticulous-designed presentation template empowers you to create a comprehensive sales report that delves deep into the details of each quarter's sales deals. With nine spacious columns at your disposal, you can showcase vital information such as deal/project/company name, contact name, deal stage, size/budget/profit, and the probability/feasibility of closing a successful sale. The template also provides ample space to highlight weighted forecasts, expected closure dates, assigned personnel, and the next steps toward sealing the deal. Download it now!

From Data to Dollars!

Whether you’re a small business owner striving for growth or a seasoned executive looking to optimize your sales strategies, mastering sales reporting is a huge skill. With this blog, you have a collection of expert-designed, ready-to-use quarterly sales report templates to take your sales analysis to the next level. These presentation layouts are powerful tools that streamline your reporting process, saving you valuable time and effort. The content-ready, user-friendly slides provide the much-needed structure for creating a detailed quarterly sales report that impresses your stakeholders. The 100% customizable nature of these templates provides you with the flexibility to edit your sales report presentations and present them afresh every quarter. 

Say goodbye to the days of tedious formatting and hello to a world where your reports shine brighter than ever with the “Sales Symphony” quarterly sales report templates today and orchestrate your path to sales success.

FAQs on Quarterly Sales Report

1. how does a quarterly sales report different from an annual sales report.

A quarterly sales report covers a specific three-month period, providing a more frequent and granular snapshot of a company's sales performance. It allows for timely analysis and course corrections, while an annual sales report summarizes the entire year's sales data, offering a broader perspective on long-term trends and overall financial performance.

2. What key metrics should be included in a quarterly sales report? 

In addition to total sales revenue, a comprehensive quarterly sales report should include metrics such as sales growth rate, customer acquisition rate, average order value, customer retention rate, sales by product category or SKU, sales by region or market segment, and comparisons with the previous quarter or year.

3. How can a quarterly sales report help identify areas for improvement? 

A quarterly sales report can help identify areas for improvement by highlighting underperforming products or regions, tracking sales trends over time, and analyzing the effectiveness of marketing and sales strategies. It can reveal opportunities for optimizing sales processes, improving customer targeting, or adjusting pricing and promotions to drive growth.

4. What are some common challenges in preparing a quarterly sales report? 

Some common challenges in preparing a quarterly sales report include accurately collecting and consolidating sales data from different sources, ensuring data integrity and consistency, dealing with seasonality or fluctuations in sales patterns, and aligning sales metrics with other financial reports. Establishing robust data tracking systems and maintaining clear communication between sales teams and finance departments is important to overcome these challenges effectively.

Related posts:

• Top 18 Sales Initiatives Report Templates That Every Sales Manager Should Use
• Top 10 Professional Report Templates for Presenting Business Information!
• Top 30 Sales Pitch Deck PowerPoint Templates To Win Over Clients
• [Updated 2023] Top 15 Quarterly Report Templates For All Industries

Liked this blog? Please recommend us

20+ Sales Report Templates to Perform Sales Review

Top 10 Weekly Sales Report Templates With Samples and Examples

Top 10 Sales Business Plan Templates with Examples and Samples

Top 30 Free Sales Plan PowerPoint Templates to Design a Winning Sales Plan!

The Ultimate Sales Playbook Guide: 6 Must Have Templates to Make Killer Sales!!

Top 10 Internal Sales Growth Strategy Playbook Templates with Samples and Examples

This form is protected by reCAPTCHA - the Google Privacy Policy and Terms of Service apply.

Digital revolution powerpoint presentation slides

Sales funnel results presentation layouts

3d men joinning circular jigsaw puzzles ppt graphics icons

Business Strategic Planning Template For Organizations Powerpoint Presentation Slides

Future plan powerpoint template slide

Project Management Team Powerpoint Presentation Slides

Brand marketing powerpoint presentation slides

Launching a new service powerpoint presentation with slides go to market

Agenda powerpoint slide show

Four key metrics donut chart with percentage

Engineering and technology ppt inspiration example introduction continuous process improvement

Meet our team representing in circular format

• Election 2024
• Entertainment
• Newsletters
• Photography
• Personal Finance
• AP Investigations
• AP Buyline Personal Finance
• Press Releases
• Israel-Hamas War
• Russia-Ukraine War
• Global elections
• Asia Pacific
• Latin America
• Middle East
• Election Results
• Delegate Tracker
• AP & Elections
• March Madness
• AP Top 25 Poll
• Movie reviews
• Book reviews
• Personal finance
• Financial Markets
• Business Highlights
• Financial wellness
• Artificial Intelligence
• Social Media

Tesla sales tumble nearly 9%, most in 4 years, as competition heats up and demand for EVs slows

FILE - An Unsold 2023 Model X sports-utility vehicle sits outside a Tesla dealership Sunday, June 18, 2023, in Englewood, Colo. Tesla sales are expected to fall in the first quarter as demand for electric vehicles continues to slow. (AP Photo/David Zalubowski, File)

• Copy Link copied

DETROIT (AP) — Tesla sales fell sharply last quarter as competition increased worldwide, electric vehicle sales growth slowed, and price cuts failed to lure more buyers.

The Austin, Texas, company said Tuesday that it delivered 386,810 vehicles worldwide from January through March, almost 9% below the 423,000 it sold in the same quarter of last year. It was the first year-over-year quarterly sales decline in nearly four years.

Sales also fell short of even the most bearish Wall Street expectations. Auto industry analysts polled by FactSet were looking for 457,000 vehicle deliveries from Tesla Inc. That’s a shortfall of more than 15%.

The company blamed the decline in part on phasing in an updated version of the Model 3 sedan at its Fremont, California, factory, plant shutdowns due to shipping diversions in the Red Sea, and an arson attack that knocked out power to its German factory.

But TD Cowen Analyst Jeffrey Osborne wrote in a note to investors that weaker March sales indicate that incentives, including discounts and a free trial of “Full Self Driving” software, “did not work as demand deteriorated.”

Despite the sales decline, Tesla was able to retake its global EV sales crown from China’s BYD, which sold just over 300,000 electric vehicles during the quarter, Osborne wrote.

In its letter to investors in January, Tesla predicted “notably lower” sales growth this year. The letter said Tesla is between two big growth waves, one from global expansion of the Models 3 and Y, and a second coming from the Model 2, a new, smaller and less expensive vehicle with an unknown release date.

“This was an unmitigated disaster 1Q that is hard to explain away,” wrote Dan Ives, an analyst with Wedbush who has been very bullish on Tesla’s stock. The drop in sales was far worse than expected, he wrote in a note to investors.

The quarter is a “seminal moment” in the Tesla growth story, Ives wrote, adding that CEO Elon Musk will have to turn the company around. “Otherwise, some darker days could clearly be ahead that could disrupt the long-term Tesla narrative.”

Ives maintained his Outperform rating on Tesla’s shares and cut his one-year price target from $315 to $300. Ives estimated that China sales slid 3% to 4% during the period.

Shares of Tesla tumbled 4.9% to close Tuesday at $166.63, continuing an extended decline. Investors have shaved 33% off the value of the company so far this year, dumping shares after growing leery of the tremendous growth story that Tesla has been telling.

“Street criticism is warranted as growth has been sluggish and (profit) margins showing compression, with China a horror show and competition increasing from all angles,” Ives wrote.

Tesla dramatically lowered U.S. prices by up to $20,000 for some models last year. In March it temporarily knocked $1,000 off the Model Y, its top-selling vehicle. Those price cuts narrowed the company’s profit margins and spooked investors.

Analysts polled by FactSet expected the average selling price for Model Y to be $41,000 last quarter, $5,000 less than a year ago and $15,000 lower than the peak of $56,000 in June of 2022.

Tesla’s sales numbers also pulled down shares of its U.S. EV competitors. Shares of Rivian fell 5.2%, while Lucid stock dropped 3.5% on Tuesday.

Deliveries of the Models 3 and Y, fell 10.3% year over year to 369,783. Sales of the company’s other models, the aging X and S and the new Cybertruck, rose almost 60% to 17,027. Tesla produced 10.7% more vehicles than it sold during the first quarter.

Softer-than-expected first-quarter sales are reducing analyst expectations for Tesla’s quarterly earnings ahead of their scheduled release on April 23.

Tesla’s sales come against the backdrop of a slowing market for electric vehicles in the U.S. EV sales grew 47% last year to a record 1.19 million as EV market share rose to 7.6%. But sales growth slowed toward the end of the year. In December, they rose 34%.

Updated EV sales numbers will come later Tuesday when most automakers report U.S. sales.

Other automakers also have had to cut electric vehicle production and reduce prices to move EVs off dealership lots. Ford, for instance, cut production of the F-150 Lightning electric pickup, and lopped up to $8,100 off the price of the Mustang Mach E electric SUV in order to sell 2023 models.

BMW EV Sales Surge Even as Rivals Struggle With Weak Demand

• Overall sales grew in Europe and US, declined in China
• EV’s share of total European car sales is flattening

BMW AG ’s sales of fully electric vehicles at its core brand surged in the first quarter, outperforming rivals like Tesla and Volkswagen, which have struggled to cope with faltering demand.

Customer deliveries of battery-powered models such as BMW’s i4, iX1 and i7 jumped 41% in the three months through March compared to the same period last year, the company said Wednesday. The results helped group EV sales rise by 28%.

Notice of Release of Barrick’s First Quarter 2024 Results

The company will release its preliminary production, sales and cost information for Q1 2024 on April 16, 2024.

• Release of Q1 preliminary production, sales and cost informationApril 16, 07:00 EDT / 12:00 UTC

Q1 RESULTS ANNOUNCEMENT         

• Q1 Results release May 1, 06:00 EDT / 11:00 UTC
• Q1 Results live presentation and webinar May 1, 11:00 EDT / 16:00 UTCGo to the webinar
• Conference call linked to webinar May 1, 11:00 EDT / 16:00 UTCRegister in advance for expedited access to the conference callUS/Canada (toll-free), 1 844 763 8274UK (toll), +44 20 3795 9972International (toll), +1 647 484 8814

The webinar will remain on the website for later viewing and the conference call will be available for replay by telephone at 1 855 669 9658 (US and Canada toll-free) and +1 604 674 8052 (international toll), access code 0799#.

The Q1 2024 presentation materials will be available on Barrick’s website at www.barrick.com.

Claudia Pitre

Investor Relations and Corporate Access

+1 416 307 5105

Email: [email protected]

Kathy du Plessis

Investor and Media Relations         

+44 20 7557 7738

Email: [email protected]

Website: www.barrick.com

• Share full article

Advertisement

Supported by

Tesla’s Sales Drop, a Sign That Its Grip on the E.V. Market Is Slipping

Sales of the company’s electric cars dropped in the first three months of the year, even as other automakers sold more battery-powered vehicles.

By Jack Ewing and Neal E. Boudette

Tesla appeared to be losing command of the market it effectively created after it reported a stunning drop in quarterly sales on Tuesday, raising fresh questions about Elon Musk’s leadership of the company.

The sales decline caught investors off guard as rivals like BYD of China and Kia and Hyundai of South Korea reported increases in electric vehicle sales, suggesting that slower overall demand for battery-powered models was not the only explanation for Tesla’s problems.

Tesla pioneered the market for electric vehicles with its Model 3 sedan and Model Y sport utility vehicle, which proved that battery-powered cars could be appealing, practical and profitable. The cars revolutionized the auto industry and forced established carmakers to develop their own electric models.

But the market is evolving in ways that may not favor Tesla. In contrast to the early adopters who fueled Tesla’s rise, mainstream buyers may be put off by the vehicles’ unconventional design, including minimalist interiors and lack of buttons and switches. Almost all functions in Tesla vehicles are controlled from a large screen on the dashboard.

The system “makes it thoroughly distracting to adjust almost anything within the vehicle while motoring down the road,” Consumer Reports wrote in a review on Tuesday of a new version of the Model 3.

Tesla, which sells cars online and does not have many showrooms, is often the target of complaints about poor service. That may provide an advantage to established carmakers, like Ford Motor and General Motors, that have extensive dealer networks and are ramping up production of electric vehicles.

Tesla seems at a loss to respond to those challenges. It has been slow to follow up its initial success with new models, and Mr. Musk appears disengaged. He did not react Tuesday to the sales figures on X, the social media platform that he owns and posts on prolifically. Instead, he threw barbs at Walt Disney Company executives whom he accuses of being “woke.” Such remarks have made him a hero to conservatives but may be pushing liberals, who are more likely to buy electric cars, away from Tesla.

Tesla said it delivered 387,000 cars worldwide in the first quarter, down 8.5 percent from 423,000 in the same period last year. This was the first time Tesla’s quarterly sales have fallen on a year over year basis since a modest drop at the start of the pandemic in 2020. The sales figures were also significantly lower than the estimates of Wall Street analysts who had expected a modest increase.

“Tesla can’t stand still,” Ben Rose, president of Battle Road Research, said in an email. “Chinese E.V.s are already gaining a foothold in Europe, and it is unclear how long they will be forbidden from entering the U.S.”

More affordable cars would help Tesla appeal to a broader spectrum of buyers, Mr. Rose said.

To be sure, some of the sales decline may have reflected production problems beyond the company’s control, including a fire at a Tesla factory near Berlin that was the result of an arson attack.

And the company’s cars still have many fans. While panning the Model 3’s controls, Consumer Reports said the latest version provided a better ride than its predecessor and had improved handling.

But investors are clearly alarmed. Tesla’s shares have fallen more than 30 percent this year — including a 5 percent drop on Tuesday — because of concern that the company has lost momentum.

In China, Tesla faces BYD and dozens of other rivals with ambitions to expand worldwide. In Europe, established carmakers like Volkswagen and BMW have introduced more compelling battery-powered models. And in the United States, sales of electric cars are not growing as fast as they were a year ago, and many buyers are opting instead for hybrid models that pair a gasoline engine with batteries and electric motors.

Tesla rivals have continued to report sales increases. BYD said on Tuesday that it sold about 300,000 electric vehicles, up 13 percent from a year earlier. The company also sold 324,000 plug-in hybrid vehicles in the first quarter, up 15 percent.

BYD and other Chinese automakers have introduced new models rapidly, often undercutting Tesla on price. Those companies are also increasingly exporting cars to Europe, Southeast Asia and Latin America.

Kia, based in South Korea, said Tuesday that its sales of electric vehicles in the United States more than doubled in the first three months of the year compared with a year earlier after it introduced a new large sport utility vehicle, the EV9. Kia’s sister company, Hyundai, said it sold more than 10,000 electric vehicles in the first quarter in the United States, up 75 percent.

Toyota, the world’s largest automaker, doesn’t sell many fully electric vehicles. But the company said U.S. sales of electrified vehicles, a category largely made up of hybrids, under the Toyota and Lexus brands was up 74 percent in the first quarter.

Tesla pioneered mass-market electric cars, but its lineup is aging. The company’s only new model since 2020 is the Cybertruck , a futuristic pickup that went on sale in limited numbers last year. The least expensive version that Tesla says it can deliver this year starts at around $80,000, which makes it unaffordable to most car buyers.

Rivian, whose R1 pickup competes with the Cybertruck, said its sales, including of the truck and its two other models, rose 70 percent in the quarter, to 13,600 vehicles.

Tesla is working on an electric car that would cost around $25,000, but the model is not expected to go on sale in large numbers until 2026. In the meantime, Tesla remains dependent on the Model Y and the Model 3 for most of its sales.

The company has repeatedly cut prices, but analysts say the strategy has lowered its profits without doing enough to stimulate sales. The company has recently modestly raised the prices of some cars in the United States and China. The Model Y starts at nearly $45,000 before federal and state tax breaks, after an increase of $1,000 announced this week.

The quarterly sales figure shows Tesla managers “they need a real sales strategy and can’t rely on cutting price alone,” Gary Black, managing partner of the Future Fund, an investment firm, posted on X.

Mr. Musk, Tesla’s chief executive, has not given a clear indication of how the company plans to regain momentum. At the same time, his polarizing statements and endorsement of right-wing conspiracy theories have alienated many of the left-leaning customers who are most likely to buy electric cars.

Raphaelle Cassens, a Los Angeles resident, gave up her leased Tesla Model Y last year and replaced it with a leased electric BMW i4. Mr. Musk was one reason she switched, she said.

“Honestly, I don’t like him as an individual at all,” said Ms. Cassens, who is a registered Democrat but described herself as nonpartisan. She also said she received poor service from the company. “The attitude from the company definitely reflects the owner,” Ms. Cassens added.

At least one other large automaker is also struggling with electric vehicle sales. G.M. reported on Tuesday that its U.S. sales for the first quarter fell 1.5 percent, in large part because deliveries of battery-powered cars were down by about a fifth to around 16,000 vehicles.

The drop in battery-powered vehicle sales was the result of a sharp decline in sales of the Chevrolet Bolt, which G.M. stopped making at the end of 2023. Sales of other electric models that use G.M.’s newest battery technology rose but not enough to make up for the loss of the Bolt, which was one of the most affordable electric cars in the United States.

Jack Ewing writes about the auto industry with an emphasis on electric vehicles. More about Jack Ewing

Neal E. Boudette is based in Michigan and has been covering the auto industry for two decades. He joined The New York Times in 2016 after more than 15 years at The Wall Street Journal. More about Neal E. Boudette

The World of Elon Musk

The billionaire’s portfolio includes the world’s most valuable automaker, an innovative rocket company and plenty of drama..

SpaceX: President Biden wants companies that use American airspace for rocket launches to start paying taxes into a federal fund  that finances the work of air traffic controllers.

Tesla: The maker of electric vehicles appeared to be losing command of the market it effectively created after reporting a stunning drop in quarterly sales , raising fresh questions about Elon Musk’s leadership of the company.

Business With China : Tesla and China built a symbiotic relationship that made Elon Musk ultrarich. Now, his reliance on the country may give Beijing leverage .  

A Testy Interview:  In the wake of a rough interview with Elon Musk that touched upon Donald Trump, his reported drug use and hate speech on X,  the former television anchor Don Lemon said that his deal for a new talk show on X was called off  just days before it was scheduled to air.

The Musk Foundation: After making billions in tax-deductible donations to his charity, Musk has failed recently to donate the minimum required to justify a tax break  — and what he did give often supported his interests.

OpenAI: Musk, who helped found the A.I. start-up in 2015, has filed a lawsuit  accusing the company and its chief executive  of breaching a contract  by putting profits and commercial interests ahead of the public good.

India's Tata Motors says JLR sales up 11% in Q4

• Medium Text

• Company Tata Motors Ltd Follow

Stay up to date with the latest news, trends and innovations that are driving the global automotive industry with the Reuters Auto File newsletter. Sign up here.

Reporting by Kashish Tandon in Bengaluru; Editing by Sohini Goswami

Our Standards: The Thomson Reuters Trust Principles. New Tab , opens new tab

Business Chevron

Bitcoin down by 7.9% to $61,842

Bitcoin fell 7.9% to $61,842 at 21:00 GMT on Saturday, losing $5,308 from its previous close.