A QBR brief that tells you what the data means — not just what the data is. Narrative, risk flags, objection prep, and renewal angle in under 30 seconds.
QBR prep is the most time-consuming thing a CSM does that isn't directly in front of a customer. Pulling usage data, digging through ticket history, writing a narrative that connects metrics to the customer's actual business goals — it takes 3-4 hours minimum.
And the hardest part isn't the data. It's the interpretation. Anyone can pull a Looker dashboard. What a good CSM brings to the room is the ability to say: here's what this means for your business, here's the risk we're not talking about yet, and here's what I'd recommend you prioritize.
Most QBR prep tools give you more charts. This one gives you the brief.
Fill in what you already know — account health, open issues, who's in the room, previous action items, goals. The tool interprets it and generates a brief a CSM can actually walk into a room with.
Not a summary of your data. An executive narrative, a prioritized risk assessment, a set of objection responses tailored to your specific stakeholders, and a clear renewal and expansion angle.
Try the Tardis Payments demo to see the output quality, then download the standalone version to run it on your own accounts with your own API key.
Every output section answers a specific question a CSM needs answered before walking in.
The inputs map to information a CSM already has — no custom integrations, no data exports required.
The prompt that drives this tool has one non-negotiable directive: do not summarize the data back. Interpret it.
That's the difference between "NPS is up 14 points" and "the relationship with your AP team is genuinely recovering from the Q2 escalation — but the CFO's 6 tells you the executive relationship still needs work before this renewal is secure."
The prompt is also stakeholder-aware. It uses the specific buyer profiles entered — not generic personas — to generate objections and responses that reflect how this CFO thinks, not a hypothetical one.
Pre-loaded with a realistic mid-market fintech account — renewal in 47 days, an open P1, a skeptical CFO attending his first QBR since a Q2 escalation. Hit generate and see what the brief looks like.