Quarterly business reviews require manual data extraction from multiple systems, spreadsheet consolidation, and deck building. This scattered workflow introduces errors, delays, and significant staff time.
Automation pulls all metrics automatically, consolidates them into a single source, and generates a polished QBR deck ready to send. the team focuses on strategy and client conversation instead of data wrangling.
The full workflow, from trigger to completion.
A scheduled trigger fires on the first of each quarter, or a manual request arrives or email. The automation identifies all active clients due for a QBR.
The automation queries for the client record, contract terms, and any custom QBR fields. It retrieves the list of active clients and their contact details.
The automation queries the ticketing system API to pull ticket counts, resolution times, and severity distribution for the past 90 days. It calculates the average resolution time and SLA compliance.
The automation fetches uptime percentage and SLA breach records from the monitoring platform. It calculates quarter-over-quarter trend and flags any breaches.
The automation retrieves monthly recurring revenue, overage charges, and usage data from the billing system. It calculates quarterly totals and cost per ticket.
The automation combines all extracted data into a structured dataset, applies formulas for trend analysis, and generates final KPI values. It flags any anomalies or missing data.
The automation populates a QBR template with the consolidated data, inserts charts and tables, and generates a polished PDF or PowerPoint deck ready for delivery.
The automation sends the finalized QBR deck and a summary email to the client contact. It logs the delivery and notifies the account manager.
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