Spark QBR Builder — Client Executive Dashboard

QBR Builder

Build a client-branded executive QBR for any Key Account or RPO program. Pick your data source, choose what the report covers, preview the numbers, render. Every metric card explains itself — hover any ⓘ for the plain-English meaning and the formula behind it.

1 Data Source ?

Salesforce direct is the smart path — the tool aggregates the raw data itself. CSV upload works identically for ad-hoc builds.

Client Account Name (as in Salesforce — prefix match rolls up all sites)

Gateway — locked in (settings)

…

2 Client & Branding ?

Client Name

Client Website — pulls logo

Or Upload Logo (offline-safe)

End Customer / Site (optional — 3rd logo in flow: Spark → Client → Them)

Locations / Sites / Program Name

Prepared By

Accent Color 1

Accent Color 2

Accent Color 3

3 Report Periods ?

One click sets everything — each period becomes a clickable toggle on the finished dashboard with automatic change-vs-primary callouts. Fine-tune the dates below only if you need to.

4 Report Sections select ≥1 core subject & ≥3 sub-topics ?

Custom subjects (up to 3) — name it, then type the content (or paste data) and note where it should come from.

5 Optional Features ?

🗣 Boardroom Talking Points

Auto-writes presenter notes per tab from the computed data. Press T on the finished report to toggle the panel.

🎯 Target / SLA Overlays

Enter contract commitments — KPI cards get green/red vs-target badges.

Retention Target %

Monthly Turnover Target %

Time-to-Fill Target (days)

🚀 "Where We Grow Next" Tab

Auto-builds the expansion conversation: service lines this account doesn't use yet, plus your strategy topics.

Check the Spark service lines this account CURRENTLY uses:

✉️ Post-QBR Recap Email Generator

One click on the finished report drafts the same-day follow-up email from the data.

QBR Builder

2 Client & Branding ?Client name auto-fills from your data (multi-site accounts roll up automatically). Website pull grabs the logo from the web; uploading a file is better quality and works with no internet in the boardroom. The 3 accent colors recolor every chart and card.

3 Report Periods ?Type it however you want — Q1, quarter 2, 2026 YTD — I standardize the label AND auto-fill the date range for you. Set dates first instead and I write the label. Compare periods become clickable toggles on the finished report with automatic change-vs-primary callouts.

4 Report Sections select ≥1 core subject & ≥3 sub-topics ?Check what THIS client’s story needs — minimum 1 core subject and 3 sub-topics; everything else stays off the report. Checking a core auto-selects its default sub-topics. Custom subjects get their own tab with your typed content.

5 Optional Features ?Each one is a weapon, not a widget: talking points = presenter notes written from the data (press T on the report). Targets = green/red vs-commitment badges. Growth tab = the expansion ask, auto-built. Recap email = same-day follow-up drafted for you.

Sanity Check — review before the boardroom sees it

Post-QBR Recap Email

2 Client & Branding ?

3 Report Periods ?

4 Report Sections select ≥1 core subject & ≥3 sub-topics ?

5 Optional Features ?