QBR Decks

QBR Decks

Create and share professional quarterly business review presentations.

Overview

QBR Decks help you build compelling quarterly business reviews that showcase customer value, track progress, and drive renewals and expansions.

QBR Deck Builder

Access from the main navigation:

1. Click QBR Decks in the sidebar
2. View existing decks
3. Click Create New Deck
4. Select an account
5. Start building

Deck Templates

Karolina offers several templates:

Deck Sections

Required Sections

Optional Sections

Creating a Deck

Step 1: Select Template

Choose a starting template or blank canvas.

Step 2: Select Account

Choose the customer account for this QBR.

Step 3: Select Date Range

Choose the quarter or custom date range to cover.

Step 4: Configure Sections

1. Enable/disable sections
2. Reorder as needed
3. Select data sources for each section

Step 5: Customize Content

Edit any auto-populated content:

• Change text
• Add custom insights
• Include manual notes
• Upload additional images

Step 6: Generate with AI

Click Generate Content to auto-populate with AI:

• Written summaries
• Key talking points
• Insight explanations
• Recommended actions

Deck Editor

Adding Slides

1. Click Add Slide
2. Choose slide type:
   • Title slide
   • Content slide
   • Chart slide
   • Image slide
   • Quote slide

Slide Types

Editing Slides

Click any slide element to edit:

• Text: Click to edit inline
• Images: Drag to replace
• Charts: Select data source
• Colors: Choose theme colors

Formatting Options

Data Integration

Auto-Populated Data

QBR decks automatically pull:

Adding Custom Data

1. Click Add Custom Metric
2. Enter value and label
3. Choose display format
4. Add to any slide

Sharing Decks

Share Link

Generate a read-only link:

1. Click Share
2. Click Create Link
3. Set expiration (optional)
4. Copy and send link

Email

Send deck via email:

1. Click Share
2. Click Email
3. Enter recipient(s)
4. Add personal note
5. Click Send

Export Options

Presentation Mode

Present directly from Karolina:

1. Click Present
2. Navigate with arrows
3. Use speaker notes
4. Exit with Escape

Collaboration

Comments

Add comments on slides:

1. Click Comment icon
2. Select slide area
3. Type comment
4. Tag team members

Version History

View previous versions:

1. Click History
2. See all versions
3. Click to preview
4. Restore if needed

Team Templates

Create organization-wide templates:

1. Build a deck
2. Click Save as Template
3. Name the template
4. Share with team

Best Practices

Design Tips

Content Tips

• Lead with value delivered
• Use specific metrics
• Include customer quotes
• Address challenges honestly
• Recommend specific actions

Presentation Tips

• Practice before meeting
• Anticipate questions
• Have backup data ready
• Leave time for discussion
• Follow up with meeting notes

Troubleshooting