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Intermediate 40 min4 steps

Quarterly Business Review (QBR) Workflow

A 4-step workflow to prepare and deliver a complete QBR — from data analysis to presentation to follow-through.

1

Run the Financial Review

Upload your P&L and expense data to generate a complete financial summary with variances and recommendations.

Financial Review and Reporting
Business Strategy & OperationsCopilot Chat
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You are a CFO-level financial analyst. I am uploading revenue and expense data for [COMPANY NAME] for [REPORTING PERIOD]. Conduct a complete financial review: **P&L SUMMARY** - Total revenue vs. prior period and budget - Gross margin analysis by product/service line - Operating expense breakdown by category - EBITDA and net income summary - Key variances (anything >5% off plan) **REVENUE DEEP DIVE** - Top revenue drivers this period - Revenue at risk for next period - New vs. recurring revenue split - Geographic or segment breakdown if available **EXPENSE ANALYSIS** - Top 5 expense categories by spend - Budget vs. actual variance by department - One-time vs. recurring expenses flagged - Expense trends that require attention **CASH FLOW INDICATORS** - Days of runway at current burn (if applicable) - Collections and payables health **RECOMMENDATIONS** - 3 cost optimization opportunities - 2 revenue acceleration suggestions - Any compliance or reporting flags Format for a monthly business review with the executive team. Flag all figures requiring verification.
2

Set OKRs for the Next Quarter

Use the financial review output to ground your OKR design in actual performance data and forward priorities.

OKR Design Workshop Facilitator
Business Strategy & OperationsCopilot Chat
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Act as an OKR coach with experience at high-growth companies. Help me design a quarterly OKR set for [TEAM OR DEPARTMENT] at [COMPANY NAME]. Context: - Company stage: [STARTUP / GROWTH / ENTERPRISE] - Top company objective this quarter: [COMPANY OBJECTIVE] - Team size: [NUMBER] people - Last quarter's biggest miss: [WHAT DIDN'T GET DONE] Deliver: 1. 3 Objectives for the team — ambitious but achievable, qualitative and inspiring 2. 3 Key Results per Objective — specific, measurable, time-bound, with a clear 0-100% scoring method 3. A confidence rating (1-10) for each KR based on the context I've provided 4. Two common pitfalls for this OKR set and how to avoid them 5. A suggested weekly check-in format (5 minutes max) to keep the team on track Flag any objectives that feel more like tasks than true outcomes. Ensure KRs are leading indicators where possible, not just lagging metrics.
3

Build the QBR Presentation

Assemble the financial highlights, OKRs, and strategic priorities into a structured QBR deck.

Quarterly Business Review (QBR) Builder
PresentationsPowerPoint
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Build a comprehensive Quarterly Business Review (QBR) presentation for [TEAM OR COMPANY] — [QUARTER AND YEAR]. Context: - Quarter being reviewed: [Q AND YEAR] - Audience: [EXECUTIVE / BOARD / CUSTOMER / INTERNAL TEAM] - Key wins this quarter: [LIST 3] - Key misses this quarter: [LIST 1-2] - Revenue/metric vs. plan: [ACTUAL VS. TARGET] - Forward outlook: [NEXT QUARTER GOALS] - Key decisions needed: [IF ANY] Build the QBR: 1. **Executive Summary Slide** — The quarter in 5 bullets. Green/Amber/Red on each major metric. 2. **Scorecard Slide** — All KPIs vs. targets vs. prior quarter. Color-coded. Clean and scannable. 3. **Highlights Narrative** — The 3 wins worth celebrating, with evidence and business impact. 4. **Misses and Learnings** — Honest review of what didn't work, why, and what's changed. 5. **Deep Dive (1-2 slides)** — The biggest story of the quarter — positive or negative — with full context. 6. **Next Quarter Plan** — Priorities, targets, and key initiatives for Q[N+1]. 7. **Resource Needs** — Any asks for budget, headcount, or decisions from leadership. 8. **Risk Register** — Top risks for next quarter with mitigation plans. For each slide: write the slide headline as a complete sentence (assertion, not topic). Every slide should be able to stand alone and convey its message without the presenter. Length: [NUMBER] slides. Tone: [CANDID AND DATA-DRIVEN / OPTIMISTIC AND FORWARD-LOOKING].
4

Extract Meeting Action Items

After the QBR, run this prompt on the meeting recording or notes to extract all action items with owners and due dates.

Meeting-to-Action Item Extractor
Productivity & AutomationCowork
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Extract all action items from the meeting notes below. Meeting: [MEETING NAME] Date: [DATE] Attendees: [LIST NAMES OR ROLES] For each action item, capture: 1. The specific task (clear verb + object) 2. Owner (name or role) 3. Due date (use 'TBD' if not stated) 4. Priority: High / Medium / Low (infer from context) Then produce two outputs: **Output A — Slack Message** (ready to paste in the team channel) **Output B — CSV rows** (Task, Owner, Due Date, Priority) ready for a project tracker Meeting notes: [PASTE MEETING NOTES OR TRANSCRIPT]
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