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Quarterly Business Review

Executive quarterly business review with performance analysis, trend identification, and strategic adjustments

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: qbr business-review executive-reporting performance-analysis strategic-planning

Workflow Diagram​

Steps​

Step 1: Metric aggregation​

Agent: /aggregate

metrics - Pull financial, operational, customer metrics

Step 2: Performance analysis​

Agent: business

analyst - Compare actuals to plan, prior quarter, prior year

Step 3: Trend identification​

Agent: /analyze

trends - Spot positive and negative trends

Step 4: Insight generation​

Agent: business

analyst - Determine drivers of performance

Step 5: Risk and opportunity assessmen​

Agent: business

analyst - Identify headwinds and tailwinds

Step 6: Executive deck creation​

Agent: /generate

exec-deck - Build presentation for leadership

Step 7: QBR facilitation​

Agent: executive

reporting-agent - Present findings and facilitate discussion

Usage​

To execute this workflow:

/workflow business/sales/quarterly-business-review.workflow

See other workflows in this category for related automation patterns.