Does it write the whole deck?

It builds the prompt that drafts the deck. The output prompt instructs an LLM to produce each QBR section — summary, metrics, wins, misses, learnings, and the next-quarter plan — with a recommended slide structure and speaker notes.

How should I format metrics?

One metric per line with the actual, the target, and the prior period if you have it, for example "ARR: $1.2M (target $1.1M, prior $0.9M)". The prompt tells the model to compute deltas and call out the story behind each number.

Will it sugarcoat misses?

No. The prompt explicitly asks for an honest, balanced narrative that owns misses, names contributing factors, and ties them to next-quarter actions. Credible QBRs build trust by being candid.

Can it tailor tone for the audience?

Yes. You pick the audience — board, executive team, or customer — and the prompt adjusts depth, jargon, and framing so a board deck reads strategic while a customer QBR reads as value delivered.

What slide structure does it suggest?

A standard arc: title and TL;DR, metrics scorecard, wins, misses and learnings, then the next-quarter plan with goals and asks. The model proposes one slide per beat with a headline and three to five bullets.

QBR Prompt Builder — Gera Tools

QBR prompt builder

A Quarterly Business Review lives or dies on narrative: the numbers need a story, the misses need ownership, and next quarter needs a credible plan. This builder captures your quarter’s facts and turns them into a structured prompt that tells an LLM to draft each QBR section with slide-by-slide guidance — so you go from scattered metrics to a coherent deck outline in one pass.

How it works

You enter the quarter, paste your key metrics with targets and prior periods, list your wins and misses, and describe the next-quarter plan. You also pick the audience so the tone fits. The tool assembles a prompt that instructs the model to compute deltas, build an honest balanced narrative, and lay out a standard QBR slide arc with headlines and speaker notes. Everything is generated locally in your browser — your numbers never leave the page.

Tips and examples

Give targets and priors. “ARR: $1.2M (target $1.1M, prior $0.9M)” lets the model compute the delta and tell the real story.
Own the misses. Listing them honestly produces a more credible deck than hiding them; the prompt ties each miss to a next-quarter action.
Pick the right audience. A board deck is strategic and terse; a customer QBR emphasizes delivered value and roadmap.
Add your asks. Note what you need next quarter — headcount, budget, decisions — so the plan section ends with a clear request.