QBR automation


Sales leaders at a B2B software company were frustrated with the QBR process. It took reps countless hours to populate a slide template to present at their QBRs, and they often mis-entered data, or took screenshots of salesforce pages that created wasted time in QBRs checking for accuracy.


Automate the data entry piece using a combination of Google Sheets, AppScript and Salesforce exports that can be run automatically each quarter close from live salesforce data and generate a unique sheet for each rep with appropriate permissions set to allow them to add commentary, their manager visibility into their team and formatted for QBR presentation