Quarter-end prep, without the four-hour scramble.
AI-prepared quarterly business review briefs that synthesize every closed-won, closed-lost, and in-pipeline deal in the window. Eight sections, presenter mode, PDF export. The manager review you walked into wishing you had.
The full feature set.
- Eight AI-synthesized sections: quarter stats, wins, losses, active pipeline, at-risk deals, patterns, talking points, manager preempts
- Built from every call, Decision Room signal, and eSignature event in the period
- Presenter mode for the actual review meeting: full-screen, click-through, arrow-key navigation
- PDF export with branded layout for async sharing
- Per-section hand-edits survive regeneration so manual corrections aren't lost
- Cross-rep access for managers (audit-logged) without copying briefs around
Pick a date range. Get a presenter-ready rollup in 30 seconds.
Last 30 days, last 90 days, last 6 months, or custom range. The AI reads every Buyer Space, every linked call recording, every Handoff Brief in the window and synthesizes the eight sections of the QBR brief automatically. Four hours of manual prep becomes 30 seconds of computation.
Eight sections, not a feature dump.
Quarter summary with the headline narrative. Wins with transferable lessons ("why we won" pulled from prospect quotes). Losses with honest reasons. Active pipeline by stage. At-risk deals with rescue plans. Patterns across the quarter. Conversational talking points the rep reads aloud. Preempts for the questions the manager will probably ask.
Present your QBRs straight from TrailerCast.
Skip the slide deck assembly. Presenter mode renders the brief as a full-screen click-through, one section per slide. Arrow-key navigation through wins, losses, pipeline, and patterns. Talk over the live data during the actual review meeting. Your manager sees the same polished structure every quarter without you spending a day rebuilding it in Google Slides.
Each piece is stronger together.
Stop juggling five sales tools. Run the deal from one workspace.
Conversation intelligence, AI demos, Decision Rooms, embedded eSignature, and AI handoff briefs. One platform, one AI. Free to start, no credit card required.