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Quarterly Business Review Template

Turn quarterly KPIs into an executive PDF with a revenue chart, business outcomes, risks, and next-quarter priorities. Includes editable data and a complete HTML layout.

Paper format: A4
Included: HTML layout + sample JSON
Customization: Content, colors, typography
Rendering: Handlebars + Chromium

Use this template Download HTML

Preview the sample document, then make it yours. Change the layout in your editor or clone it into your RelayPDF dashboard to create an editable draft.

Open full-size preview

RELAYPDF / DOCUMENT COLLECTION

A4 HTML → PDF

Make it work for you

From a sample to
your next document.

This layout uses standard HTML and CSS with Handlebars fields. The preview is rendered from the downloadable source and sample data shown below.

Use the sample as a starting point. Your application supplies dates, labels, and calculated amounts; the template handles their presentation.

Personalize the design
Update the organization name, typography, and CSS accent colors. Replace the sample wording with content appropriate to your business.
Connect your data
Keep the field structure in the sample JSON and replace its values. Repeating arrays create the document’s rows or sections.
Preview, publish, generate
Test with your longest content. Publish the draft, then generate PDFs using its templateId and fresh templateData.

What you can customize

Field	Purpose
`company`	Your business identity and contact details.
`quarter`	Editable document content. Replace the sample value with your own data.
`subtitle`	Editable document content. Replace the sample value with your own data.
`metrics`	Headline labels and values for the report’s metric cards.
`chartTitle`	Editable document content. Replace the sample value with your own data.
`revenue`	Monthly chart labels and relative bar heights from 0 to 100.
`summary`	Editable document content. Replace the sample value with your own data.
`priorities`	An ordered collection; add or remove entries to fit your document.

Start with real sample data

Download sample JSON ↓

Inspect sample JSON

templateData / JSON

{
  "company": "Northstar",
  "quarter": "Q3 / 2026",
  "subtitle": "Product performance & business review",
  "metrics": [
    {
      "label": "Revenue",
      "value": "$1.24M",
      "context": "+24.8% vs. last quarter"
    },
    {
      "label": "Net retention",
      "value": "118%",
      "context": "+6 percentage points"
    }
  ],
  "chartTitle": "Monthly revenue / Relative to September",
  "revenue": [
    {
      "month": "Jul · $340K",
      "height": 71
    },
    {
      "month": "Aug · $420K",
      "height": 88
    },
    {
      "month": "Sep · $480K",
      "height": 100
    }
  ],
  "summary": "Expansion revenue led growth while product adoption improved across the enterprise cohort. The next quarter prioritizes onboarding capacity and regional distribution.",
  "priorities": [
    "Launch the customer onboarding program in two new regions.",
    "Reduce time to first value from 8 days to 5 days.",
    "Maintain service reliability as enterprise usage grows."
  ]
}

Clone through the API

POST /v1/templates

curl https://api.relaypdf.com/v1/templates \
  -H "Authorization: Bearer $RELAYPDF_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name":"Quarterly Business Review Template","galleryId":"quarterly-business-review"}'

This creates an account-owned draft. Publish it before using its slug or UUID as templateId with templateData on POST /v1/pdf. Follow the complete template workflow →

Will the PDF match this preview?

The preview uses the same HTML and sample data included with this template. RelayPDF renders HTML using Chromium. Use the document’s intended A4 paper size and enable print backgrounds. Review page breaks when you add longer content or more rows.

Can I use my own branding and data?

Yes. Edit the HTML and CSS, replace the sample values, and keep the field names your template expects. Save your customized draft in the dashboard and publish a version when it is ready for your application.