# Walk Into the Board Meeting With the Quarter Already Explained

The Quarterly business review compares the quarter with the one before: leads, cost, customers and revenue, month by month and channel by channel. It answers “how did the quarter go, and what do we do next?” in a format you can present to a board.

Published Oct 19, 2026. Updated Oct 20, 2026.

## What report can I show my board at quarter end?

It depends on the time frame you're answering for. For a board, partners or a client's leadership, the Quarterly business review compares this quarter with the last one: leads, cost, customers and revenue, month by month and channel by channel. Type /qbr to run it. For a single month, the Monthly performance review is lighter. To look forward instead of back, use the Lead forecast. To rank the campaigns that carried the quarter, pick the Campaign leaderboard.

What it is: The Quarterly business review is a board-ready report from the free UTM Grabber Reports skill for founders, directors and agencies that compares the quarter with the one before and sets the plan for next quarter.

- Page: https://utmgrabber.com/mcp/reports/qbr/
- Report: Quarterly business review (Core performance)
- Shortcut: `/qbr`
- New in UTM Grabber Reports skill v2.0
- Sample data from Northwind Dental, a fictional dental practice. Sample headline: “Q3 brought 3,061 leads, 16% more than Q2.”

## What this report answers

- Did lead flow grow this quarter, and at what cost per paid lead?
- Which channel gained share, and which lost it?
- Which campaigns carried the quarter, and which faded?
- What are the wins, the risks and the plan for next quarter?

Built for: Founders, marketing directors and agencies who present results to a board, partners or a client's leadership.

## What's in the report

1. A headline with the quarter's leads and the change against the last one, compared per day when the 2 periods differ in length.
2. Up to 6 numbers: leads, leads per day, ad spend, cost per paid lead, customers or orders, and revenue.
3. Month by month by channel, then the shift in channel mix in points.
4. Your top 10 campaigns with their change and a status badge.
5. A wins and risks scorecard, with up to 3 of each.
6. Next quarter's plan: scale the riser, refresh the faller, build a second channel.

## Why You Can Trust What It Tells You

- **Wins and risks follow fixed rules.** It flags when lead flow rises or falls 5%+, cost per paid lead drops 5%+ or climbs 10%+, or a campaign falls 40%+.
- **You'll know when data is partial.** Spend, deals or orders that cover only part of the quarter get a flag, and the report draws no change from partial deals.

## Ask your AI

- `/qbr`
- “How did the quarter go?”
- “Build a board report for Q3 against Q2.”
- “Which channel grew most this quarter, and what should we do next quarter?”

## What it uses

- Your UTM Grabber leads for the quarter and the quarter before, for leads, channels and campaigns.
- UTM Grabber Premium adds AI assistants as a channel. Starter+ and Premium add WooCommerce orders.
- Optional: an ad account for spend and cost per paid lead.
- Optional: HubSpot, Salesforce or Pipedrive for customers and revenue, or WooCommerce orders.

### Compare Full Quarters, Not Just the Last 30 Days

Needs your full history. A full quarter and the one before go beyond the last 30 days, so they need your full history: Starter+ or Premium.

### Which plan do you need?

What your AI can read from UTM Grabber:

- Free plugin: Your last 30 days, with a fair-use allowance
- Starter: Your last 30 days, with first touch and more click IDs
- Starter+ or Premium: Your full history, unmetered (this report)

Compare Plans: https://utmgrabber.com/mcp/plans/

The report designs need an AI app that supports skills: Claude, Codex or Cursor. ChatGPT gives the same plain-English answers from your leads, without the report designs.

## Sample in 4 looks

- Studio (Client-facing reports): [Web page](https://utmgrabber.com/skills/utm-grabber-reports/samples/html/qbr-studio.html), [PDF](https://utmgrabber.com/skills/utm-grabber-reports/samples/pdf/qbr-studio.pdf), [PowerPoint](https://utmgrabber.com/skills/utm-grabber-reports/samples/pptx/qbr-studio.pptx), [full screen](https://utmgrabber.com/mcp/reports/#report=qbr&look=studio)
- Boardroom (Presenting to leadership): [Web page](https://utmgrabber.com/skills/utm-grabber-reports/samples/html/qbr-boardroom.html), [PDF](https://utmgrabber.com/skills/utm-grabber-reports/samples/pdf/qbr-boardroom.pdf), [PowerPoint](https://utmgrabber.com/skills/utm-grabber-reports/samples/pptx/qbr-boardroom.pptx), [full screen](https://utmgrabber.com/mcp/reports/#report=qbr&look=boardroom)
- Ledger (Weekly ops reviews and analysts): [Web page](https://utmgrabber.com/skills/utm-grabber-reports/samples/html/qbr-ledger.html), [PDF](https://utmgrabber.com/skills/utm-grabber-reports/samples/pdf/qbr-ledger.pdf), [PowerPoint](https://utmgrabber.com/skills/utm-grabber-reports/samples/pptx/qbr-ledger.pptx), [full screen](https://utmgrabber.com/mcp/reports/#report=qbr&look=ledger)
- Classic (Printed reports and long reads): [Web page](https://utmgrabber.com/skills/utm-grabber-reports/samples/html/qbr-classic.html), [PDF](https://utmgrabber.com/skills/utm-grabber-reports/samples/pdf/qbr-classic.pdf), [PowerPoint](https://utmgrabber.com/skills/utm-grabber-reports/samples/pptx/qbr-classic.pptx), [full screen](https://utmgrabber.com/mcp/reports/#report=qbr&look=classic)

## Questions

### What if the quarter isn't over yet?

It names the period “Q3 to date” when the data starts on the quarter's first day but ends early. Other windows, such as the last 90 days, are named by their dates.

### Does it need my ad account or CRM?

No. Your UTM Grabber leads cover leads, channels and campaigns. Connect an ad account to add spend and cost per paid lead, and a CRM or WooCommerce to add customers and revenue.

### Can I present it as slides?

Yes. Every report comes as a web page, a PDF and an editable PowerPoint deck. The Boardroom look is made for presenting on a big screen.

## Related reports

- [Monthly performance review](https://utmgrabber.com/mcp/reports/monthly/): The flagship. Thirty days, every channel and every change, with what to do next.
- [Lead forecast](https://utmgrabber.com/mcp/reports/forecast/): Next week and next month, with a low, expected and high range.
- [Campaign leaderboard](https://utmgrabber.com/mcp/reports/leaderboard/): Every campaign ranked, with the ones to scale and the ones to fix.

## Capture the Whole Journey, Starting Today

The free plugin remembers each lead's last click. Every UTM Grabber Premium plan, from Starter up, also records where they first found you, more ad click IDs and what kind of visit it was, from the day you upgrade.

- Last-click UTM tags: free plugin yes, UTM Grabber Premium yes
- Google Ads click ID (gclid): free plugin yes, UTM Grabber Premium yes
- First touch: free plugin no, UTM Grabber Premium yes
- Meta and Microsoft Ads click IDs (fbclid, msclkid): free plugin no, UTM Grabber Premium yes
- Traffic labels: free plugin no, UTM Grabber Premium yes
- AI assistant visits: free plugin no, UTM Grabber Premium yes
- WooCommerce orders: free plugin UTM tags saved, UTM Grabber Premium Full source on every order
- Cookie length: free plugin 30 days, UTM Grabber Premium You choose

Premium starts recording the day you upgrade. It can't fill in visits the free plugin never recorded, so every week on free is a week of first touches and click IDs you won't get back.

See UTM Grabber Premium Plans: https://utmgrabber.com/mcp/plans/

## Want Us to Build This for You?

Get reports like this one with your logo and colors, set up for you. With the Support Package, we connect the AI Connector (MCP) to your data and hand you your own AI report builder, tuned to your business, for weekly, monthly and annual reports.

The UTM Grabber Support Package is $199/yr (regular $349, launch price, real value: $1,700). Works on free and paid plans, and with your agency. Cancel anytime, no contracts.

- **Expert Setup:** Our resident expert team installs UTM Grabber and wires every form, with a live test.
- **Diagnostics & Fixes:** Caching, cookie and GDPR leaks found and fixed, then audited again all year.
- **Custom Reporting + MCP:** We connect the AI Connector (MCP) to your data and hand you your own AI report builder.
- **Ongoing Support:** New funnels and forms wired all year, with priority answers.

[Get the Support Package](https://utmgrabber.com/payment/?plan_id=support_v2) · [See What's Included](https://utmgrabber.com/support/)

## Get it on your own leads

1. Connect UTM Grabber to your AI with the AI Connector (MCP). Step-by-step guide: https://utmgrabber.com/mcp/connect/ (no plugin yet? Get the free plugin: https://utmgrabber.com/?signup=1&return_url=%2Fget-started)
2. Install the free Reports skill: https://utmgrabber.com/skills/utm-grabber-reports/
3. Type `/qbr`, or ask in your own words.

Book a demo: https://utmgrabber.com/book-a-demo/