Generate QBR decks from product usage, success notes, and business outcomes

In Gainsight, create a QBR objective brief before pulling charts or drafting slides. Record the primary purpose as renewal confidence, expansion, adoption recovery, executive alignment, success-plan reset, or another approved objective. Add the customer audience, executive attendees, contract and renewal context, strategic goals, current health, known risks, sensitive topics, and desired decision or next step. Define what success for the meeting looks like and which topics must be discussed even if they are uncomfortable. List the business outcomes the customer cares about and distinguish confirmed outcomes from internal assumptions or proxy metrics. Assign a CSM owner, account-team reviewers, data cutoff date, deck due date, and customer delivery date. Save the approved brief in Gainsight and do not begin the deck until the CSM and account owner agree on the narrative goal.

Set a fixed reporting period and comparison period so every usage, health, support, and outcome metric uses consistent dates. From Mixpanel, export active users, licensed users, feature adoption, usage frequency, cohort trends, milestone completion, workflow depth, and any product signals tied to the customer’s stated goals. From Gainsight, export health-score history, CSM notes, success-plan milestones, support themes, open risks, prior commitments, renewal context, and business outcomes. Preserve metric definitions, filters, source links, extraction timestamps, and the difference between account-level and user-level measures. Reconcile totals and investigate sudden changes caused by tracking releases, seat changes, identity resolution, or incomplete data before interpreting them as customer behavior. Create a data pack that separates verified outcomes, usage proxies, risks, open questions, and metrics that should not be shown externally. Obtain CSM or CS Operations sign-off on the data pack before narrative generation.