QBR Deck Generator

The Challenge

CSMs spend hours preparing QBR decks: pulling usage data, summarizing achievements, and crafting recommendations. With large portfolios, quality often suffers.

The AI Desk Solution

AI Desk compiles QBR presentations automatically from usage data, support history, and relationship context.

The Workflow

Step 1: QBR Trigger

Input: "Generate QBR for Acme Corp"
Sources: Usage analytics, CRM, support, calls

Step 2: Data Compilation

• Usage metrics and trends
• Goals vs achievements
• Support summary
• Relationship health

Step 3: Presentation Ready

📊 QBR Deck: Acme Corp Q1 2026

SLIDE 1: EXECUTIVE SUMMARY
├── Partnership since: March 2024
├── Current ARR: $120,000
├── Health score: 88/100
└── Key win: 40% faster resolution

SLIDE 2: USAGE METRICS
├── Monthly active users: 450 (+15% QoQ)
├── Queries per user: 28 avg
├── Top features: Search, Assistant, Reports
└── Adoption: 78% of seats active

SLIDE 3: GOALS REVIEW
├── ✓ Reduce ticket volume (achieved -30%)
├── ✓ Improve onboarding (2 days faster)
├── ⚠ Self-service rate (75% vs 80% goal)
└── New goal recommendation included

SLIDE 4: SUPPORT SUMMARY
├── Tickets: 12 (down from 18)
├── Avg resolution: 4.2 hours
├── CSAT: 4.8/5
└── No open escalations

SLIDE 5: RECOMMENDATIONS
├── Expand to Marketing team (20 seats)
├── Enable new analytics features
├── Schedule admin training refresh
└── Executive briefing on roadmap

[Full 12-slide deck generated]

Value Proposition

• Time Saved: 3 hours per QBR
• Data-Driven: Real metrics included
• Consistent Quality: Same standard every time