QBR Deck Agent

The agent starts drafting two weeks before the QBR. This gives the presenting team time to challenge the story, check it against the quarter, and agree on what they want to say before the meeting.

• Trigger: Two weeks before the QBR
• Meeting: The upcoming QBR

Next, the agent pulls the quarter’s opportunity performance and compares it with what was planned. The gap between the two gives the QBR its starting point, rather than relying on the structure or story from last quarter’s deck.

• Scope: The quarter’s opportunity performance against plan
• Comparison: What happened against what was planned

The agent then pulls the segment and region fields from the related accounts. These cuts let the narrative show where the quarter’s results came from and put likely follow-up questions into the deck before the meeting.

• Field: Segment
• Field: Region

Using the quarter’s performance against plan, the agent writes the narrative before it starts building slides. It keeps the story under 400 words and lists the performance data that supports each point, so the presenting team can check the argument before working through the deck.

The agent turns each point in the narrative into one slide. For every slide, it writes the headline, names the chart needed to support the point, and states the number that chart should represent.

Finally, the agent emails the QBR narrative and slides to the presenting team. They receive the material first so they can internalise the story and discuss any changes before they present it in the meeting.

• Recipients: The presenting team
• Content: The QBR narrative and slides
• Sends externally: Never