Presentation Tips

Fast track Your QBR With Our AI Assistant

Jordan Turner
 | 
March 7, 2025
 | 
6
 min read
Fast track Your QBR With Our AI AssistantFast track Your QBR With Our AI Assistant
Table of Contents

Executives don’t have the time to spend hours on quarterly business reviews, but that doesn’t mean that they aren’t important. Quarterly Business Reviews (QBRs) are crucial for a business because they provide a structured opportunity to track progress against KPIs, identify trends, and assess the effectiveness of strategies. The routine check-in gives teams a platform for transparency and accountability, to keep projects moving in order to support the overarching goals of the business. In short: QBRs are a great way to help a company scale. 

What is a QBR?

You get it— QBRs are important. But what are they exactly?

Quarterly business reviews are exactly what they sound like. It’s a comprehensive assessment of the previous quarter that dives into metrics, compares performance against goals, and outlines strategies and areas for improvement for the coming quarters. A QBR is an extremely useful tool for evaluating progress and steering the ship in the right direction, however its contents can be overwhelming. 

With a quarterly business review presentation, you can take all that wealth of information and distill it down to the essentials. An organized deck ensures you’re highlighting the most meaningful, actionable insights that foster alignment across departments. It also makes the information much more digestible for different audiences. 

A QBR presentation gives you a space to showcase key metrics that tie back into your performance goals, spark discussions and gather valuable feedback from the entire team, and identify and describe challenges and next steps.

Fast track your QBR with Beautiful.ai’s AI assistant

If you don’t know where to start with your quarterly business review, Beautiful.ai’s pre-built, customizable QBR template is a great place to dip your toes in. But even with a template, your wheels might be spinning as you stare at the slides— and that’s okay.

Our AI assistant can help you fast track your quarterly business review with smart tools, personalized suggestions, and wordsmithing when you need it. By tapping AI for help, executives and team members can get back valuable time for other important projects. 

Here are five ways AI can help you get to a finished QBR presentation, faster. 

A custom template, when you need it

While we think our quarterly business review presentation template is a great source of inspiration, you might want something a bit more tailored to your business. You can brainstorm with the AI assistant to get a first draft of a custom QBR presentation unique to your brand. For example, you might ask the AI assistant to create a quarterly business review presentation for a small marketing agency and include slides for key metrics on paid social media performance. With AI, you can get a working draft relevant to your use case in just a few clicks.

Upload files for a more personalized experience

Use documents and reports from the previous quarter to add more context to your AI prompt. Simply upload your pdf, word document, or add your website URL and Beautiful.ai’s AI assistant will sprinkle the information throughout slides within your presentation. This is a great way to include valuable metrics, or key learnings, and include them in your presentation without having to start from scratch. 

A wordsmith fit for any audience

Not everyone is a copywriter, and trying to find the right words for your story can take more time than you have. To speed up the process, you can leverage AI to refine your text, adjust your tone, or rewrite it completely. This allows you to make copy tweaks based on your audience to help them understand and comprehend the information in your QBR more easily. Gone are the days of writers’ block— now you have an AI-powered wordsmith in your back pocket for when you need it. 

Summarize key messages

AI can help you summarize lengthy blocks of text, or big ideas, into more bite-sized chunks. Ask the AI assistant to shorten the text on your slide, and have a digestible summary in seconds. This works great for reports, strategies, proposals, KPIs, and other important QBR information that you may need to condense. Leveraging AI here can help you pull together the key takeaways for each slide, making it more obvious to your audience at a glance.

A collaborative partner when you feel stuck

Last, but certainly not least, our AI assistant can help you navigate where to take your slides when you feel stuck. Generate AI-powered slides to round out your presentation, or collaborate with AI to add more content to existing slides. The smart technology acts as your thought partner throughout the entire presentation design process so you can get from idea to impact 10-times faster. 

Jordan Turner

Jordan Turner

Jordan is a Bay Area writer, social media manager, and content strategist.

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