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/quarterly-review-deck QBR for our customer-success team, Q3 2026.
--- name: quarterly-review-deck description: A no-nonsense QBR deck: wins, misses, metrics and next-quarter bets on one page each. Use when the user asks for qbr deck or similar. --- # Quarterly Review Deck Converts raw metrics and notes into a QBR: headline results, wins, misses with root causes, and three prioritized bets for next quarter. ## When to use - Account reviews - Team reporting - Stakeholder updates ## Workflow 1. Ask for the 5 metrics that matter and targets. 2. Draft headline slide with one sentence result. 3. Explain wins and misses with cause and next action. 4. Propose three bets with owner and metric. 5. Offer an appendix for detail. ## What you deliver - 8–10 slide QBR - Charts from your metrics - Next-quarter bets slide ## Not for - Investor decks - Sales pitches - Raw data dumps ## Quality bar - State assumptions you made and ask before overwriting existing files. - Never invent facts, numbers, logos or quotes — use placeholders and say so. - Follow `references/style-guide.md` for colour and type decisions. - Finish with a short checklist of what the user should review or replace.
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Converts raw metrics and notes into a QBR: headline results, wins, misses with root causes, and three prioritized bets for next quarter.
Updated Sep 26, 2026