Documentation
Generate a partner-ready QBR narrative in two minutes
Triad builds a quarterly business review narrative from your captured quarter: activities, open and closed opportunities, project health, and relationship signals. You choose the partner, quarter, and audience (internal prep vs external-facing tone).
Output includes structured sections you can copy into slides or deliver as a narrative overview, plus a downloadable artifact when generation completes.
Open QBRs in the sidebar. Click Generate QBR.
Step through the modal: select partner, pick audience (internal or external), and choose the ended quarter. Triad previews what data it will use — activity count, opportunity counts, implementation count, signals — so you can see gaps before you spend a generation.
Submit and wait while the run completes (typically about two minutes). Status updates in the modal; when ready, open the QBR to read sections, copy text, or download.
The QBR is only as complete as the quarter's captures and imports. Before generating:
• Capture major meetings and exec syncs for that partner in-period. • Import or update opportunities so pipeline sections have amounts and stages. • Keep project health current on active implementations.
The preview step shows stale opportunity or project timestamps — use that as a checklist.
Share links let colleagues or partners read the overview without a Triad login, subject to your sharing settings. Internal QBRs can be frank; external audience tones down language for partner-facing readouts.
You can regenerate for the same quarter if you captured late-arriving meetings — archive or discard the old run if narratives conflict.