QBRs live or die by the quality of data presented.

Data to gather:

• Key metrics: Revenue, costs, growth rates, KPIs
• Trends: Quarter over quarter, year over year
• Goal progress: Actual vs target for each objective
• Customer data: Satisfaction, churn, NPS
• Team metrics: Utilization, velocity, capacity

Pull data at least one week before the review to allow time for analysis.