The Territory Review add-in has been updated to include a feature called QBR Prep. The purpose of this is to provide data that’s needed to complete the QBR Template.
The updated interface is shown below. As usual, select the territory and click the button “QBR Prep” to generate the summary reports (see below).
The two slides shown below are from the attached PowerPoint file. They highlight the most useful sections of the QBR Prep report and how they can be used to fill out several sections of the template.
Here is a short video introduction to the QBR Prep feature and how it can help you complete the QBR Template.
See other material attached to this post:
- Guide for Using the Add-in to help complete the QBR Template
- Guide for installing the Territory Review Add-in (this isn’t needed if you already have the add-in installed).
The three videos below provide details on the 3 sections of the add-in that are most helpful for completing the QBR Template.
Last Quarter ……. Deals Won and Lost
Pipeline Attainment
QBR Metrics
