The Smarter Way to Present Quarterly Business Reviews
Why Waste Time on Manual Reports?
Its time for your quarterly business review.. Teams spend countless hours gathering data, building slides, and worrying about inconsistent or outdated information right up to presentation time. Ambito's QBR Generator™ eliminates that inefficiency. Whether you're a BDR, AE, Sales VP, Customer Success, Account Manager, or Partnerships Manager, Ambito helps you deliver professional QBRs quickly, accurately, and with the branding you need to make a lasting impression.
What Sets Ambito Apart?
The QBR Struggle: A Sales Rep's Workflow
Step 1:
Leadership sends out a generic slide deck template with instructions to 'fill it out'.
Step 2:
Reps extract CMR data manually, taking screenshots of dashboards and reports
Step 3:
Data is copied into slides, formatted inconsistently, and adjusted for last-minute changes.
Step 4:
Reps face constant back and forth edits to align their presentation with leadership expectations.
Step 5:
Only top performers proactively and manually piece together quarter over quarter performance to identify trends. Most sadly fill out their slide deck and move on.
The traditional QBR process is time-consuming and inefficient, and it's time for a change.
How Ambito Solves These Challenges
Automated Data Integration:
Pull real-time data directly from your CRM and other data sources.
Customizable Templates
Build QBRs with your company branding and customize layouts to fit your goals.
Standardization
Ensure consistent, professional presentations across teams.
Real-Time updates
No more last-minute panic. Data is always up to date.
Time-Saving Automation Automate the entire QBR process, freeing up your team to focus on what really matters—closing deals and nurturing client relationships.
Real-Time CRM Integration Always have the most accurate, up-to-date data by integrating directly with your CRM. No more worrying about outdated snapshots or manual updates.
Branded, Professional QBRs Create QBRs that reflect your company's professionalism and commitment to excellence. Fully customizable with your company's logo, colors, and branding.
Consistency Across Teams Ensure every member of your team delivers QBRs that meet your company's standards. Our QBR Generator standardizes the entire process, helping you maintain consistency across all reviews.