Documentation

The quarterly review

The renewal artifact, assembled from measured facts, on the link the client already has.

The QBR lives at the client's share link plus /qbr, so renewal season is a link you already sent rather than a deck you assemble.

What it contains

• The settled movement sentence for the period, with the counts on both sides.
• What shipped, dated and grouped by month, beside each receipt's honest status.
• Confirmed lifts beside regressions at the same size.
• Next quarter: the top open fix on your Fix list, with the evidence it rests on. It is left out when nothing measured supports one.
• The classic Google lane beside the AI lane, when that collection completed.

Choose the client and the quarter

Pick a client and a quarter at the top of the QBR page. Only quarters that hold measurement are listed, and a quarter still running reads so far and ends on the last day measured. Download CSV saves the same numbers as a spreadsheet.

Copy the QBR link from the QBR page in the console. It carries the quarter you picked and the same branding as the report. When a quarter ends, the next weekly email to the recipients you set per client links that quarter's review, in the same email and never an extra one.