The QBR generator that builds from your CRM data

Feed heydecks your account numbers and an agent builds a quarterly business review: KPIs, an executive summary, roadmap, and account health, on your brand.

heydecks is a QBR generator that builds a quarterly business review from your CRM data. Send the account numbers over the API or MCP and an agent writes an executive summary, KPI, roadmap, and account-health slides. heydecks renders the deck on your brand and exports a live link, a PDF, and a native PowerPoint.

The slides it builds.

Executive summary

The quarter in a glance: where the account stands and what changed.

KPIs

Usage, value delivered, and outcomes as headline numbers.

Roadmap

What is next for the account, as a clean timeline.

Account health

Risks, renewals, and expansion signals on a slide built for the review.

With an agent

Connect the heydecks MCP server to Claude or call the REST API. Paste the account's metrics and the agent assembles the QBR and publishes it on your brand.

In the dashboard

Or build it in the dashboard: prompt heydecks with the account data, review the draft, and adjust. The Brand Kernel keeps it on-brand and the export gives you the PDF and PPTX.

A prompt to try

Build a QBR for Acme: usage up 22% this quarter, 3 open support risks, renewal in 60 days, and an expansion opportunity in their EU team. Include account health and next steps.

Why build it with heydecks.

Built from CRM data

Paste the account's numbers and heydecks turns them into KPI and account-health slides, so the QBR is a draft to refine, not a blank deck.

Consistent across every account

The Brand Kernel and typed slides keep every QBR on the same structure and brand, so a customer success team ships them at scale.

Export for the meeting

Share the live link in the review, send the PDF after, and hand over the PPTX if the customer wants the slides.

A qbr generator deck heydecks built

A real deck rendered on a sample brand. Click through it, then generate your own.

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A live deck built with heydecks: Quarterly Business Review.Open the full deck

Common questions

A QBR, or quarterly business review, is a recurring meeting where a vendor and customer review the past quarter's results, the value delivered, account health, and the plan for next quarter. It is usually presented as a short, structured deck.

Generate your first deck today.