QBR prep takes days, not hours
"Every quarter I spend 3-4 hours per customer pulling data from five different systems, building slides, and writing up summaries. With 30 accounts, that's nearly two weeks just on QBR prep. And half the time the data is already stale by the meeting."
Customer-ready QBRs in minutes
QBR Generator pulls data from your CRM, product analytics, and support tools, then generates a polished deck with usage trends, health indicators, support summary, and recommendations—customized for each customer.
The JoySuite assistant Joy handles the data gathering, analysis, and formatting. You review, add your insights, and present.
From data to deck in four steps
Connect your data sources
Link your CRM, product analytics, and support platform. Joy syncs data daily so QBRs always reflect current state.
Select customer and time period
Tell Joy which account and quarter: "Generate a Q4 QBR for Acme Corp. Emphasize the expansion opportunity with their engineering team and address the support ticket spike in November."
Review the draft deck
Joy generates a complete QBR with usage metrics, health score trends, support summary, wins, risks, and recommendations. Every data point links to source.
Refine and export
Add your commentary, adjust talking points, and export to PowerPoint, PDF, or Google Slides. Share with the customer or present live.
Built for customer success teams
📊 Multi-Source Synthesis
Pulls from CRM, product analytics, support, and billing to build a complete picture.
🎯 Smart Recommendations
Suggests upsell opportunities, risk mitigation, and feature adoption based on patterns.
📈 Trend Analysis
Shows quarter-over-quarter and year-over-year comparisons automatically.
🎨 Brand Templates
Uses your company's deck template, colors, and formatting standards.
What Joy pulls into your QBR
CRM Data
ARR, contract dates, contacts
Product Usage
DAU, feature adoption, trends
Support Tickets
Volume, resolution, satisfaction
Billing Data
Invoices, payments, usage
Communications
Key emails, meeting notes
Health Scores
NPS, CSAT, health indicators
Adapt for your review cycle
Monthly Business Reviews
Lighter-weight monthly check-ins with key metrics and action items.
Executive Business Reviews
Higher-level strategic decks for C-suite stakeholders with ROI focus.
Renewal Reviews
Contract renewal-focused decks highlighting value delivered and expansion options.
At-Risk Account Reviews
Deep-dive analysis for accounts showing churn signals with remediation plans.
What you'll get
Here's a sample QBR executive summary generated by Joy:
Acme Corp — Q4 2024 Business Review
Health Score: 85/100 (+7 pts QoQ) ✅ Strong
ARR: $180,000 — Renewal: March 15, 2025
Product Usage: 847 MAU (+23% QoQ) — 3 new teams onboarded
Q4 Highlights
- Adopted Advanced Analytics (previously unused)
- Support tickets down 40% after training session
- Champion promoted to VP — strong exec sponsor
Recommendations
- 🎯 Expansion: Engineering team is ready for Enterprise tier
- 📚 Enable API integrations—3 requests this quarter
- ⚠️ Address mobile adoption (only 12% of users)
Sources: Salesforce, Mixpanel, Zendesk, Stripe | Generated Jan 8, 2025
Who This Is For
Customer Success Managers
Create polished QBR decks in minutes instead of hours of manual data pulling.
CS Team Leads
Ensure consistent, data-driven QBRs across your entire team.
Account Managers
Present usage trends and value delivered with professional, sourced data.
Revenue Leaders
Identify expansion opportunities and at-risk accounts through QBR insights.
Frequently Asked Questions
How does AI generate quarterly business reviews?
JoySuite's AI pulls data from your CRM, product analytics, and support tools, then generates a complete QBR deck with usage trends, health indicators, wins, risks, and recommendations—customized for each customer.
How long does it take to create a QBR with AI?
Minutes instead of hours. What used to take 3-4 hours per customer now takes a few minutes to generate and review. CSMs with 30 accounts save nearly two weeks per quarter.
What data sources does the QBR generator use?
JoySuite connects to your CRM (Salesforce, HubSpot), product analytics (Mixpanel, Amplitude), support platforms (Zendesk, Intercom), and billing systems (Stripe, Chargebee).
Can I customize the QBR before sending to customers?
Yes. Review the AI-generated draft, add your commentary, adjust talking points, and emphasize specific topics before exporting to PowerPoint, PDF, or Google Slides.
Does the QBR generator suggest expansion opportunities?
Yes. The AI analyzes usage patterns and health data to suggest upsell opportunities, risk mitigation steps, and feature adoption recommendations for each account.