How to run quarterly business reviews

Set ambitious goals and measurable outcomes that cascade through your organisation, creating alignment and accountability for strategic priorities.

Choose one metric that best predicts long-term success to align your entire team on what matters and avoid conflicting priorities that dilute focus.

Track predictable yearly revenue from subscriptions to measure business scale and growth trajectory in B2B SaaS and recurring revenue models.

Track revenue growth from existing customers through expansion and contraction to prove your product delivers increasing value over time.

Track predictable monthly subscription revenue to monitor short-term growth trends and make faster decisions than waiting for annual revenue reports.

Calculate the total cost of winning a new customer to evaluate marketing efficiency and ensure sustainable unit economics across all channels.

Calculate the total revenue a customer relationship generates over its entire duration to guide acquisition spending and retention priorities.

Group customers by acquisition period to compare behaviour patterns and identify which acquisition channels and time periods produce the best long-term value.

Analyse profit per customer to determine if your business model works at scale before investing heavily in growth and customer acquisition.