Your CX Analyst Agent Creates Polished QBR Decks
Your Agent does what a CX Analyst would do: it analyzes customer data across all your systems and spots usage trends, expansion signals, and risk patterns—to surface expansion opportunities, adoption trends, and risk signals. Get a presentation-ready QBR deck aligned with your brand on your timeline.
Why CX Teams Choose Petavue for QBR Automation
Comprehensive data analysis
Your Agent unifies and analyzes live customer data from all your systems - Salesforce, Gainsight, HubSpot, JIRA, and more. No more manual exports or waiting for data refreshes to analyze customer KPIs.
Deep customer insights
Your Agent proactively spots the KPIs that matter to you like "Customer X's feature usage dropped 40% this quarter.” Ask about product engagement, feature adoption, or customer health, and get answers.
Human analyst collaboration
Your Agent brings in Petavue's human analysts while preparing your QBR. These analysts verify methodologies and add context that connects product usage to business outcomes.
Predictable delivery
Work with your Petavue account manager to establish delivery SLAs that align with your customer review cycles. Your Agent sends proactive updates throughout the QBR deck creation process.
Works across your customer base
Whether you're reviewing an enterprise deployment with thousands of users across regions or monitoring your SMB portfolio to spot growth trends across accounts, your Agent delivers the right depth of analysis.
How the Petavue Agent Transforms Your QBR Process
Create customer QBRs by just instructing an Agent
Petavue's AI Agent works like your dedicated CX analyst. Request "Create a QBR for Acme" and the Agent begins a thorough analysis of your customer data.
- Your Agent unifies data, performs analysis, and delivers an initial QBR draft with KPIs, usage metrics, and health scores in your branded template
- Customize as needed with simple instructions like "Add last quarter's adoption trends" or schedule delivery for a specific date
Get actionable insights with correlation analysis
Your Agent performs sophisticated cross-system analysis to uncover relationships between support tickets, product usage patterns, billing trends, and more - providing clear visibility into account health and expansion opportunities across your entire customer portfolio.
- Identify which specific feature usage patterns signal renewals, expansions, or potential churn
- Get early warning alerts like declining engagement 90 days before renewal or when enterprise accounts show unusual pattern changes
Human analyst verified QBR decks
Your Agent collaborates with Petavue's human analysts who verify every QBR deck for data accuracy and add strategic context. They identify concerning trends, flag expansion opportunities, and ensure you're prepared for every customer conversation angle - giving you confidence when presenting to executive stakeholders.
- Your Agent flags analyses needing human verification, particularly for high-value accounts or complex data patterns
- Our human analysts verify methodologies, validate conclusions, and add strategic context that connects product usage to business outcomes
QBR solutions that match
your needs
Enterprise QBRs
Your Agent builds executive-ready QBRs for your enterprise clients, analyzing user adoption across thousands of seats, feature usage patterns across divisions, and ROI KPIs that matter to senior leadership.
Multi-region reviews
For global deployments, your Agent analyzes usage patterns and success KPIs across geographic regions, helping you drive consistent value worldwide. Compare feature adoption between EMEA and North America, understand regional implementation differences, and identify best practices that can be scaled across markets.
Executive QBRs
Your Agent translates technical KPIs into business outcomes that resonate with C-suite executives. Instead of reporting "2 million API calls," it presents "Automated 50,000 staff hours" and "$5M in operational savings." Each insight connects product usage directly to business impact, making renewal conversations value-focused.
SMB portfolio reviews
Rather than creating hundreds of individual reports, your Agent analyzes your entire SMB portfolio to surface actionable trends. Understand which industry segments show fastest growth, which features drive the most value for different business types, and where to focus your team's attention for maximum impact.
Partner reviews
For regular check-ins with companies that sell or implement your product, your Agent creates ecosystem reviews that surfaces customer adoption KPIs, usage trends, and growth opportunities across the customers they brought in to your ecosystem.
FAQs
For any further questions, send us a message at support@petavue.com
How long does it take to get my first QBR deck?
Can I make edits after the deck is delivered?
How do you ensure data security?
Can I white-label the QBR decks?
How quickly can we get started?