Quarterly Business Review

Claude for Small Business — Business Intelligence

Quarterly Business Review

Enter your quarter's figures — or upload a P&L — and get a board-ready QBR narrative in plain business English: the revenue story, the margin story, the customer story, plus three opportunities and three risks. Built for owners who don't have a finance team to write it.

What the Agent Produces

A 500–800 word narrative that reads like your CFO wrote it.

Quarter Headline The single sentence that sums up the quarter.
Revenue Story What happened to the top line, and why — quarter over quarter.
Margin Story Where your margin held, slipped, or improved.
Customer Story New customers won, customers churned, and what it signals.
Top 3 Opportunities Concrete openings to pursue next quarter.
Top 3 Risks The risks to watch — each tied to your numbers.

Quarterly Business Review

Enter your quarter’s figures — or upload a P&L — and get a 500–800 word QBR narrative with three opportunities and three risks.

This narrative is generated from the figures you provide, not financial advice. Verify all numbers against your books.

How It Works

Enter the figures you have — revenue this quarter and last, gross margin, customers won and churned — or upload a P&L or financials export and let the agent read the numbers. Add any notable events, like a big win, a lost account, or a new product, and the narrative will weave them in.

You get back a 500–800 word QBR you can drop into a board deck, send to a partner, or use to brief yourself. Output is available in English, Spanish, and French.

Important: This narrative is generated from the figures you provided. Verify all numbers against your books before presenting to stakeholders.

All Small Business Agents Discuss Your Use Case
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