Walk into every QBR with proof, not tabs.

The Prep Tax

Decks in Slides. Goals in Docs. Health scores in Sheets. Add product usage and ticket history and you’ve lost a day to copy/paste.

The AI Shortcut

  • Unified search: “QBR + account + quarter” pulls deck, goals, usage, tickets.
  • Auto-summaries: last outcomes, promises, and owners.
  • Live metrics: embeds up-to-date health score and trend lines.

How to Use It

  1. Search: qbr account:"Acme" quarter:Q4 health:<=yellow
  2. Open QBR Card → see goals, usage, tickets, actions.
  3. Click Build Deck → export to your QBR template, ready to present.

Results

  • −60% QBR prep time
  • Fewer “we’ll follow up” moments
  • Clearer executive alignment

Try Context Search AI


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