# Auto-Filled QBR Template: Refresh Charts and Conclusions Source: https://zentor.ai/use-cases/qbr-template Upload last quarter's QBR and this quarter's numbers, and get the same deck back with every chart redrawn and the conclusions rewritten. ## Prompt ```text Here is last quarter's QBR deck and this quarter's finance export. Refresh every chart with the new numbers, recompute the deltas, and rewrite the conclusions to match what the data actually did. ``` Variations: - **First QBR from scratch**: We have never run a formal QBR. Build one from this finance export and CRM file: goals, KPIs, wins, risks, and next quarter's plan, and keep it to eight slides. - **One structure, many accounts**: Use this QBR structure for each of the attached customer exports, producing one deck per account with the same layout and tone. - **Monthly instead of quarterly**: Turn this into a monthly business review: same template, shorter, and lead with the two metrics that moved most since last month. ## How it works 1. **Upload Your Template and Data**: Drop in last quarter's QBR, or start from a standard structure, plus this quarter's spreadsheet or CSV export. 2. **Zentor Refreshes the Deck**: Charts redraw from the new numbers, deltas recompute, and the conclusions are rewritten to match what the data actually did this quarter. 3. **Review and Present**: Check the change log, adjust the narrative where your judgment differs, and export the finished .pptx. Same template, new quarter. ## What the refresh covers - Your layout, brand, and slide order: The previous deck is the anchor, so quarter two looks like quarter one on purpose rather than by accident. - Every chart, redrawn: Charts are rebuilt from this quarter's export instead of being screenshotted from the spreadsheet. - Deltas recomputed: Quarter-over-quarter changes are recalculated, so no stale plus-8-points survives from the last version. - Conclusions rewritten: The narrative follows the movement in the data: what drove the change, what to watch, what to do next. - A source cell behind each number: When someone in the room asks where 13.2% comes from, the answer is the cell it was read from. - The same run, next quarter: Save the workflow and re-run it with the new export. The template and tone stay locked, only the data and conclusions move. ## Comparison | Feature | Rebuilding each quarter | Blank QBR template | Zentor | |---|---|---|---| | Where you start | Last quarter's file, edited by hand | An empty outline | Your own deck, refreshed | | Charts | Re-pasted from the spreadsheet | Placeholders | Redrawn from this quarter's export | | The written takeaway | Rewritten under time pressure | Left to you | Drafted from what the numbers did | | Traceability | You remember where it came from | None | Each figure linked to a source cell | | The tenth version | Drifts from the first | Starts blank again | Same structure, locked | ## FAQ ### How does the QBR template fill itself? Upload last quarter's deck and this quarter's numbers. Zentor redraws the charts, recomputes the deltas, and rewrites the conclusions inside your existing template. Sign up free to run it and keep editing the deck. ### What is a quarterly business review? A recurring deck reviewing goals, results, risks, and next steps for a business or an account. The point is that it repeats, which is why refreshing it matters more than generating it once. ### What should a QBR include? Goals, the KPIs that track them, wins, risks, and the plan for next quarter. Those sections get filled from your numbers rather than left as headings. ### How do I write a QBR quickly? Skip the rebuild. Upload the spreadsheet and last quarter's deck, then spend your time on the judgment calls in the narrative instead of on the formatting. ### How is this different from a blank QBR template? A blank template still needs a day of populating. This one arrives with your numbers in it, charts drawn and takeaways written, so you refine rather than format. ### Can it pull numbers straight from my spreadsheet? Yes, and each figure in the deck stays linked to the cell it came from, so a question in the room has an answer. ### How does the quarterly refresh work? Next quarter, upload the fresh export and the same structure is refilled. The template, tone, and slide order stay locked so the series stays consistent. ### Is there a free QBR template to try? The free tier lets you fill one and preview the result before moving to a paid plan.