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Build a QBR or board deck from raw data

Force the 'what we learned' slide — otherwise wins hide losses.

by @whitney · recommended tool Claude Co-Work · 0 unlocks

You'll need

CLAUDE SKILLS

pptxxlsx

CONNECTORS

Google Drive

EXAMPLES · WHAT THIS PROMPT PRODUCES

Sample output

**Q2 QBR — Brightwell SaaS**

**Results vs. Plan.** Revenue $4.1M vs. $4.4M plan (-7%, YoY +31%, QoQ +9%). Net revenue retention 112% (plan 115%). New logos 47 vs. 60 target.

**Wins.**
- Enterprise tier crossed $1M ARR (QoQ +41%) — driven by the SSO/SCIM launch unblocking three stalled deals.
- Gross margin up to 78% (QoQ +3pts) after the infra re-architecture.

**Losses.**
- SMB new-logo acquisition missed by 13 accounts; CAC rose to $1,840 (YoY +22%) as paid channels fatigued.
- Two mid-market churns ($210K ARR) — both cited slow onboarding.

**What we learned.** Our growth is now enterprise-led, but our onboarding is still built for self-serve SMB. The motion and the org are mismatched.

**Next-Quarter Plan.** Hire 2 onboarding specialists; shift 30% of paid budget into outbound enterprise; ship guided-setup wizard.

**Asks.** Approve onboarding headcount and a $150K outbound SDR pilot.

No spin: the SMB miss is real and structural, not a timing blip.

PRICE HISTORY0 cr · current

PROMPT TEMPLATE · v1.0.0

Attached: performance data (CSV + notes).
Build a QBR deck: results vs. plan → wins → losses → what we learned → next-quarter plan → asks.
Per metric: number, YoY delta, QoQ delta, driver explanation.
Tone: candid, no spin.