NinjaOne Quarterly Business Review Template for MSPs
A strategic quarterly review template covering business alignment, IT roadmap, budget planning, and technology recommendations for MSP client meetings.
What's Included
- Business Alignment Review
- Quarterly Performance Summary
- Budget vs. Actual Analysis
- Technology Roadmap
- Risk Assessment
- Strategic Recommendations
- Action Items & Timeline
Why NinjaOne MSPs Need a QBR
QBRs transform you from a vendor into a strategic partner. They're your opportunity to align IT strategy with business goals, upsell valuable services, and prevent client churn before it starts.
NinjaOne (NinjaRMM) Two report styles: Summary (visual charts) and Data Table (up to 20 columns). Templates savable as Favorites. Export to CSV or PDF. However, these built-in reports are typically designed for internal operations — not for client communication. This template bridges that gap with a professional, client-ready format structured around NinjaOne's data exports.
NinjaOne is best for: MSPs who prioritize a clean, modern interface and best-in-class endpoint management, and already have a separate PSA.
How to Use This Template
- Schedule the QBR meeting 2-3 weeks in advance with key stakeholders
- Aggregate 3 months of performance data and prepare trend analysis
- Identify 2-3 strategic recommendations tied to the client's business goals
- Present budget analysis and propose adjustments if needed
- Document action items with owners and deadlines before leaving the meeting
How to Export Ticket Data from NinjaOne
To populate this report template with real data from NinjaOne (NinjaRMM), follow these steps to export your ticket data:
- Navigate to any Ticket Board in the NinjaOne console
- Click the Export icon at the top of the board
- Select Export — data downloads as CSV matching the current view
- For formatted reports: go to Reporting > New Summary Report > Ticketing
- Alternatively, open a single ticket, click the ... menu, and export
API alternative: REST API with OAuth2 auth. Endpoints for devices, organizations, tickets, alerts, and software inventory.
Why NinjaOne MSPs Need This Report
Two report styles: Summary (visual charts) and Data Table (up to 20 columns). Templates savable as Favorites. Export to CSV or PDF.
This template fills the gap by providing a professional, client-ready quarterly business review format that you can populate with data exported from NinjaOne (NinjaRMM).
NinjaOne Strengths
- Best-in-class modern UI — technicians are productive within hours
- Superior patch management across Windows, macOS, and Linux
- Built-in remote access eliminates need for third-party tools
Reporting Limitations
- No built-in PSA — relies entirely on third-party integrations like ConnectWise or Autotask
- Reporting lacks flexibility for custom client-specific formats
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