QBR Generator Cabinet

A Writer and Analyst team that turns CRM data, product analytics, support tickets, and customer goals into a complete Quarterly Business Review document — exec summary, goals vs. outcomes, usage and adoption metrics, ROI realized, open issues, and next-quarter plan. QBRs run on the quarterly cron or on-demand per account. Every deck outline is a markdown file you can edit, approve, and export without assembling a single slide manually.

Keep your CRM, Amplitude, and BI. Replace the Google Slides QBR grind, the Gainsight template exports, and the three-day manual deck assembly before every quarterly review.

The team

• [[.agents/qbr-writer]] — QBR Writer. Leads the QBR generation: sequences the Analyst, structures the narrative, writes the exec summary and customer-facing language, and produces the final report.
• [[.agents/qbr-analyst]] — QBR Analyst. Pulls and interprets all quantitative inputs — usage, adoption, ROI, tickets, goal attainment — and delivers the data sections the Writer assembles into a coherent story.

Recurring rhythm

Cadence	Job	Owner	Output
Quarterly (Jan/Apr/Jul/Oct 1 09:00)	[[.jobs/quarterly-qbr-batch]]	Writer → Analyst	QBR documents for all active accounts; report webapp updated
On-demand (enabled: false)	[[.jobs/per-account-qbr]]	Writer → Analyst	Single-account QBR generated on request
Weekly (Mon 08:00)	[[.jobs/competitor-watch-qbr]]	QBR Writer	Competitor context for upcoming QBRs; switching-risk talking points

How to run the demo

1. Open the [[report]] — the QBR report for Meridian Foods, Q2 2026: exec summary, goals vs outcomes, usage charts, ROI table, open issues, and next-quarter plan.
2. Browse qbrs/ — the markdown QBR documents the quarterly job produces per account.
3. Check qbrs/meridian-foods-q2-2026.md for the full document the report renders.

Connectors

Required: CRM (Salesforce / HubSpot), product analytics (Amplitude / Mixpanel), support tickets (Zendesk / Intercom), BI or data warehouse (Looker / Metabase). Recommended: Gong (call transcripts for goals and quotes), Google Drive (past QBR decks for continuity), Slack (QBR scheduling and delivery notifications).

Cross-cabinet link: QBR competitor context is cross-referenced with [[../competitive-intelligence]] for market positioning and win/loss data.

Every artifact is a file

The QBR Writer produces structured markdown documents to qbrs/<account>-<quarter>.md. The report webapp renders directly from these files. No PowerPoint, no Gainsight export, no copy-paste assembly.