qbr-deck

name	qbr-deck
description	Create or update a Quarterly Business Review presentation

Document Intelligence

This skill supports three modes: Create, Update, and Find.

Mode Detection

Signal	Mode	Confidence
"update", "revise", "refresh" in input	UPDATE	100%
File path provided	UPDATE	100%
"create", "new", "build" in input	CREATE	100%
"find", "search", "list"	FIND	100%
"the QBR", "this quarter's QBR"	UPDATE	85%
Just quarter reference	CREATE	60%

Threshold: ≥85% auto-proceed | 70-84% state assumption | <70% ask user

Mode Behaviors

CREATE: Generate complete new QBR using template below.

UPDATE:

1. Check document registry first, then search user's structure
2. Preserve historical data and metrics
3. Update performance data, highlights, or priorities
4. Show diff summary

FIND: Check registry, then search user's folders for QBR decks.

---

Create a Quarterly Business Review (QBR) for the specified quarter.

V2V Phase

Phase 5/6: Outcomes & Learning - QBRs review business outcomes and feed back into strategy.

Prerequisites: Quarter complete, metrics available Outputs used by: Phase 1 (next cycle strategic foundation), leadership decisions

Output Structure

Generate a comprehensive QBR with the following sections:

1. Executive Summary

• Quarter highlights
• Key wins
• Key challenges
• Performance vs. targets
• Critical decisions needed

2. Key Metrics Performance

Metric	Target	Actual	Variance	Trend
Revenue	$X	$X	+/-X%	↑/↓/→
New Customers	X	X	+/-X%	↑/↓/→
Retention	X%	X%	+/-X%	↑/↓/→
NPS	X	X	+/-X	↑/↓/→

3. Product Delivery Highlights

Shipped This Quarter

Feature/Product	Impact	Adoption
[Feature 1]	[Impact]	X%

Delayed/Descoped

Feature/Product	Original Date	New Date	Reason
[Feature]	[Date]	[Date]	[Reason]

4. Customer Wins & Losses

Notable Wins

Customer	Deal Size	Why We Won
[Customer]	$X	[Reasons]

Notable Losses

Customer	Deal Size	Why We Lost
[Customer]	$X	[Reasons]

5. Market & Competitive Updates

• Market changes observed
• Competitive moves
• Implications for strategy
• Recommended responses

6. Financial Performance

Metric	Plan	Actual	Variance
Revenue	$X	$X	+/-X%
Gross Margin	X%	X%	+/-X%
CAC	$X	$X	+/-X%
LTV	$X	$X	+/-X%

7. Key Learnings & Pivots

• What we learned this quarter
• Assumptions validated/invalidated
• Strategic pivots made
• Process improvements

8. Next Quarter Priorities

Priority	Owner	Success Criteria	Investment
[Priority 1]	[Owner]	[Criteria]	[Resources]
[Priority 2]	[Owner]	[Criteria]	[Resources]
[Priority 3]	[Owner]	[Criteria]	[Resources]

9. Resource Needs

Need	Justification	Investment	Timeline
[Need]	[Why]	$X or X headcount	[When]

10. Risks & Blockers

Risk/Blocker	Impact	Mitigation	Help Needed
[Risk]	High/Med/Low	[Plan]	[Ask]

11. Asks & Decisions Needed

Ask	Context	Decision Needed By	Recommended Decision
[Ask]	[Context]	[Date]	[Recommendation]

12. Appendix

• Detailed metrics
• Supporting data
• Team updates

Instructions

1. Ask about specific metrics to highlight if not provided
2. Reference any financial or performance documents provided via @file syntax
3. Be honest about misses, not just wins
4. Include clear asks and decisions needed
5. Save as markdown file
6. Create presentation version using /present (QBRs are typically presented)