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
- Search:
qbr account:"Acme" quarter:Q4 health:<=yellow - Open QBR Card → see goals, usage, tickets, actions.
- 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
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