Quarterly Business Review
Scaffolds a QBR package with account health dashboards, usage metrics frameworks, expansion opportunity tracking, and risk assessments. Supports quarterly and monthly review cadences. Optionally includes expansion tracking for upsell and cross-sell pipeline management.
| Name | qbr-template |
| Version | 0.1.0 |
| Category | customer-success |
| License | Apache-2.0 |
| Persona | customer-success |
| Tags | qbr, customer-success, metrics, risk-assessment, expansion |
| Source | templates/qbr-template |
Render it
Three front doors, one catalog. Pick whichever suits the caller.
# CLI
npx @nanohype/sdk render qbr-template --out ./my-app
# SDK
import { LocalSource, renderTemplate } from "@nanohype/sdk";
const result = await renderTemplate(source, "qbr-template", variables);
# MCP — from an agent
get_template({ name: "qbr-template" })Variables
Required
ProjectNamestring- Kebab-case project name used as the document directory Must be lowercase kebab-case starting with a letter.
Optional
ReviewCadenceenum — defaults toquarterly- Review meeting cadence One of:
quarterlymonthly. IncludeExpansionbool — defaults totrue- Include expansion opportunity tracking
What it produces
4 files. Placeholder names such as __APP_NAME__ are what the renderer substitutes into.
qbr/expansion-tracking.yaml
qbr/metrics-framework.yaml
qbr/risk-assessment.yaml
qbr/template.mdComposes with
- Pairs with
onboarding-playbook - Pairs with
prd-template - Nests inside
monorepo