QBR Growth Heatmap & Executive Narrative

QBR Growth Heatmap & Executive Narrative

📄 Prompt Template

Prepare a QBR-ready growth narrative for [AccountName] for [Quarter] that synthesizes progress against [Goals], surfaces a heatmap of expansion opportunities, and clarifies executive decisions required. Connect risks to mitigations and quantify upside and downside.
Output format:
One-slide executive summary (bullet format) with “What we need from you” ([ExecutiveAsk]).
Opportunity heatmap table: Geo/BU, Use Case, Stage, Upside (£), Probability, Time-to-Close, Risk, Owner, Next Milestone.
Risk/opportunity register with RAG status and mitigations.
90-day growth plan with milestones and KPIs.
Use crisp, evidence-based language. Show trend deltas since the prior review and name accountable owners.

⚙️ Customize Your Prompt

Scroll to Top