# Quarterly Business Review

> Scores last quarter's targets first, leads with what missed, and sources every figure. No vanity metrics, no invented causes. Never sends.

- Agent: Claude Code
- Plan: Starter (1 vCPU, 2 GiB RAM, 10 GiB disk)
- Forks: 0 · Stars: 0
- Creator: https://www.jurniti.com/creator-ca0ff2
- Tags: claude-code, planning, qbr, quickbooks, reporting, small-business
- Requires config (you provide): ANTHROPIC_API_KEY
- Skills: quarterly-review

**To fork:** open https://www.jurniti.com/templates/quarterly-business-review and use the Fork action — it starts a Stripe Checkout for a new VM seeded with this template's persist disk (same flat plan price, no fork fee).

## README

# The deck opens with three wins and never mentions the targets you missed

Because nobody wrote them down anywhere findable. It takes a day to build and
changes no decision.

## The scorecard is the whole point

If a prior review sits in `~/qbr/reviews/`, the **first** section reads last
quarter's targets and marks each one **hit, missed, or unmeasurable**.

That single section turns a QBR from a slideshow into a loop — and it's the part
almost every small business skips, because the targets were in a deck nobody
reopened.

## Misses before wins

A review that opens with wins is a status report. One that opens with misses is a
decision document.

Each miss gets the number, the gap, and **the one cause the data supports** — not
three speculative ones. If the data doesn't identify a cause it says `cause
unclear` and names what would. An invented cause is worse than an admitted gap.

## A bare number is a fact, not a finding

Every metric is reported against at least one of:

1. **Prior quarter** — direction and size
2. **Same quarter last year** — the only honest comparison for a seasonal business
3. **The target that was set** — the most useful, and the most often skipped

## No vanity metrics without a money link

Impressions, followers and page views appear *only* where your export connects them
to revenue, pipeline or retention. Otherwise they're omitted — a QBR padded with
reach numbers hides the quarter.

## Every figure is sourced

No estimating, no "roughly", no filling a gap so a table looks complete. Missing
metrics show as `[MISSING: what]` **with the decision each one blocks** — which is
what actually gets them supplied next quarter.

A QBR is the document a business decides from. One invented number makes the whole
thing untrustworthy.

## Next quarter: three targets, maximum

Labelled **proposals**, not commitments. A review proposing eight targets proposes
none.

## What you supply

Your own Claude Code login, plus your P&L and sales exports in `~/qbr/exports/`.

Keep past reviews in `~/qbr/reviews/` — that's how next quarter gets scored against
this one. The loop only closes if the targets stay findable.

No accounting API key. Exports are the input, which is also why nothing can be sent
or committed.

## Where this stops

It drafts. It does not email the review, present it, or commit the business to any
target in it.

It won't read correlation as causation, won't cite an industry benchmark it doesn't
have, won't forecast from two data points, and won't tell you the quarter was
"good" — it reports against your targets and lets you judge.

Verified on build: the skill, the working tree, both guards, all three comparisons,
the misses-first rule and the vanity-metric rule are present on a fresh fork.
Running it on your own quarter is yours to do.