Compile QBRs with KPI analysis, trend insights, and action items.
## Workflow: Quarterly Business Review **Input:** Revenue data, customer metrics, operational KPIs, and goals. **Step 1 — Dashboard:** Calculate QoQ and YoY changes with traffic-light status. **Step 2 — Trends:** Identify inflection points and benchmark comparisons. **Step 3 — Narrative:** Write executive summary with wins, misses, and actions. **Output:** QBR with KPI dashboard, trend analysis, and action items.
Free to copy and use. Compatible with Claude 4 Opus, GPT-5, Gemini 2.5 Pro.
Provide revenue, customer, and operational data with last quarter's goals.
Initial release
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