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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.

Nameqbr-template
Version0.1.0
Categorycustomer-success
LicenseApache-2.0
Personacustomer-success
Tagsqbr, customer-success, metrics, risk-assessment, expansion
Sourcetemplates/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

ProjectName string
Kebab-case project name used as the document directory Must be lowercase kebab-case starting with a letter.

Optional

ReviewCadence enum — defaults to quarterly
Review meeting cadence One of: quarterlymonthly.
IncludeExpansion bool — defaults to true
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.md

Composes with