Set the denominator first
Agree which customers, sites, services, users, endpoints, and dates are in scope. Keep stale devices, exclusions, pauses, and unmeasurable records visible instead of removing inconvenient outcomes.
24 agenda items · 14 evidence fields · Public CSV · No signup
Run an MSP QBR from evidence, not a slide count.
Prepare the source records, define every metric and comparison period, separate unknown states from good outcomes, and leave the meeting with approved decisions, named owners, due dates, and completion evidence.
Download the CSVCarry onboarding evidence into the first QBRBring restore evidence to the QBRSeparate RMM evidence from PSA recordsReview RMM reporting workflowsDefine the SLA clocks
Separate operational clocks
Acknowledgement, service restoration, and final resolution answer different questions. Report each against its approved clock rules and preserve the records behind the percentage.
Turn trends into decisions
Ticket, alert, patch, incident, automation, project, and lifecycle trends should end with an explicit decision: remediate, accept risk, change scope, fund work, or collect missing evidence.
Close with an action register
Every action needs a named provider or customer owner, a due date, a dependency, a success definition, and an evidence reference. Reconcile the register at the next review before opening new work.
MSP QBR template questions
What belongs in an MSP quarterly business review?
Use agreed scope, source-backed service and risk metrics, prior-action status, endpoint and security evidence, project and lifecycle decisions, and a named next-quarter action register.
How should SLA performance be reported?
Keep acknowledgement, restoration, and resolution separate. Preserve clock pauses, exclusions, breaches, and unmeasurable records so the result can be reproduced.
Should stale endpoints stay in patch reporting?
Yes, while they remain authorized and in scope. Show failed, pending-restart, excepted, and unknown or stale states separately.
Is the template tied to one platform?
No. Populate it from the systems and approved registers that actually hold the evidence.