📄 Sample QBR Output – Acme Logistics

This example shows what the GPT-powered QBR Co-Pilot might generate based on structured CRM input.

🧠 Input Summary

Account Name: Acme Logistics
Executive Sponsor: Jennifer Collins
Objectives: Improve delivery accuracy and reduce support ticket volume
Activity: Route optimization launched, 3 tickets resolved, 2 training sessions
Support: API latency resolved, integration request pending
Usage: Dashboard usage up 40%
Expansion: Exploring premium support tier

1. Strategic Objective Alignment
Progress on delivery accuracy. Onboarding completed. CSAT increased.

2. Platform Adoption & Engagement
40% MoM dashboard usage increase. Positive user feedback.

3. Support Activity
Resolved 3 high-priority tickets. Ongoing integration in scope for Q3.

4. Next Steps & Growth Areas
Propose premium support. Follow-up in mid-Q3.