Quarterly Business Review (QBR)

Built-in Claude Code scene skill

Ops Reporting KPI Dashboards Scene Skill

Best for: Internal ops reporting, quarterly business reviews, and executive status updates with KPI dashboards, traffic light indicators, and action items with owners

Not ideal for: External investor decks or client-facing presentations — QBR format is designed for internal audience familiarity, not first-impression storytelling

KPI Dashboard Slide Format

Revenue

$4.2M

↑ 12% vs Q3 · On target

Churn Rate

3.2%

↑ 0.4pp vs Q3 · Monitoring

NPS Score

↓ 7pts vs Q3 · Action needed

Each KPI card includes the metric value, traffic light status (🟢 on track / 🟡 at risk / 🔴 action needed), and trend vs prior quarter — generated automatically from your data.

Action Items with Owners

Action	Owner	Due	Status
Launch win-back campaign for churned Q3 accounts	Sarah K.	Jan 15	In Progress
Root cause analysis on NPS decline in enterprise segment	Mike T.	Jan 10	At Risk
Hire 3 CSMs for Q1 expansion targets	HR / Lisa M.	Feb 1	Done

Action items are extracted from your input and formatted into a structured table with owner, due date, and status columns — ready to paste into the QBR slide.

Core Features

🚦

Traffic Light System

Every KPI is color-coded automatically based on your target vs actual: green (on track), yellow (at risk), red (action needed). No manual formatting required.

📊

KPI Dashboard Slides

Generates structured KPI cards with metric value, trend vs prior period, and target status — all in a consistent grid layout that works across functions (revenue, ops, product, HR).

✅

Action Items with Named Owners

Actions are structured with owner names, due dates, and status — not just a list of bullet points. The format ensures accountability is visible at the executive level.

🔄

Quarter-over-Quarter Comparison

Automatically formats metrics with trend indicators (↑↓) and QoQ delta — so the narrative of improvement or regression is visible without additional analysis slides.

Signals

Status System

Traffic lights (🟢🟡🔴)

Action Tracking

Owner + Due + Status

Type

Built-in scene skill

Best Audience

Internal / Executive

Quality Assessment

KPI Clarity

4.6

Action Structure

4.5

Ease of Use

4.4

Visual Design

3.5

Use

# Built-in scene skill — no installation required

# Basic QBR:
"Create a Q4 2025 QBR deck for our SaaS business"

# With metrics:
"Create a QBR with these Q4 metrics:
 - Revenue: $4.2M (target $4.0M) ↑12% QoQ
 - Churn: 3.2% (target <3%) ↑0.4pp QoQ
 - NPS: 38 (target 45) ↓7pts QoQ
 Action items: [list your action items with owners]"

# Functional QBRs:
"Create a Q4 engineering QBR with velocity metrics and tech debt status"
"Build a Q4 sales QBR with pipeline, win rate, and quota attainment"
"Generate a Q4 customer success QBR with retention and expansion data"
        

Alternatives & Tradeoffs

McKinsey Consulting Deck

Better for strategy and external narrative; QBR wins for recurring internal ops reporting where the audience knows the context

Financial Services Plugins

Better if your QBR needs live financial data from FactSet/PitchBook; QBR skill wins for ops metrics that aren't in financial terminals

Anthropic PPTX Skill

More general-purpose; QBR skill wins for the specific format of traffic lights, KPI dashboards, and action item tables

Community Outputs

QBR decks created with this skill. Submit yours after use.

Sales QBR Q4

Claude 4 · Sales · 4.5/5

Eng Velocity QBR

Claude 4 · Eng · 4.4/5

CS Retention QBR

Claude 4 · CS · 4.5/5

Marketing QBR

Claude 4 · Mktg · 4.3/5