QBR Deck Generator
Prompt
Generate a QBR executive summary for: Account: {account_name}. Industry: {industry}. Contract value: {contract_value}. Renewal date: {renewal_date}. Key metrics this quarter: {metrics}. Milestones achieved: {milestones}. Challenges: {challenges}. Include: executive summary, health score, usage trends, ROI calculation, risk assessment, expansion opportunities, and next quarter action plan.Variables
account_name
industry
contract_value
renewal_date
metrics
milestones
challenges
About This Prompt
Generate quarterly business review executive summaries from metrics, milestones, and account data.
Example Output
**Quarterly Business Review: Acme Corp**
**Q1 2026
Account Health: Green (85/100)**
**Contract: $120K ARR
Renewal: Sept 2026**
**Executive Summary:**
Acme Corp had a strong Q1 with platform adoption increasing 34% QoQ. All onboarding milestones completed on schedule. One integration challenge was resolved mid-quarter. Usage data and stakeholder feedback indicate high likelihood of renewal with expansion potential.
**Key Metrics:**
Metric
Q4 2025
Q1 2026
Trend
--------
---------
---------
-------
Monthly Active Users
45
62
+38%
API Calls/Month
12K
18K
+50%
Avg Response Time
4.2s
2.1s
-50% (improved)
Support Tickets
23
12
-48%
NPS Score
42
58
+16 pts
**ROI Calculation:**
- Time saved: 120 hours/month (estimated via usage data)
- At avg $75/hour: $9,000/month in efficiency gains
- Annual ROI: $108K savings vs $120K contract = 90% ROI
- With Q2 projected growth: ROI exceeds 100%
**Expansion Opportunities:**
1. API tier upgrade ($24K additional ARR) — usage approaching limit
2. Team license expansion (3 new departments expressed interest)
3. Professional services engagement for custom integration
**Next Quarter Action Plan:**
1. Schedule API tier discussion with CTO (April)
2. Run demo for Marketing and HR teams (April)
3. Quarterly check-in with executive sponsor (May)
...
Usage Tips
- Lead with wins and ROI
- Use specific numbers not generalities
- Flag risks early with mitigation plans
- Include clear next steps with dates