Recipe

Quarterly business review writer

Generate polished QBR reports from raw metrics, meeting notes, and stakeholder updates. One prompt, one pass, executive-ready output.

What it does

Feed Meridian your quarterly data — revenue figures, churn rates, product milestones, team updates — and it produces a structured narrative report with executive summary, key wins, risks, and forward-looking recommendations. Formatting follows standard board-deck conventions.

Prompt template

You are a strategic finance analyst writing a QBR report.

Input data:
- Revenue: [ARR, growth %, vs target]
- Customers: [total, net new, churn %]
- Product: [shipped features, uptime, NPS]
- Team: [headcount, key hires, departures]
- Risks: [top 3 concerns]

Output a report with:
1. Executive summary (3 sentences)
2. Financial highlights (bullets)
3. Product & engineering update
4. Customer health snapshot
5. Risks & mitigations
6. Q+1 priorities (ranked list)

Tone: direct, data-forward, no fluff.

Tips

Paste raw dashboard exports — Meridian handles formatting.
Include comparison columns (QoQ, YoY) for richer analysis.
Add a “CEO question” section to preempt board queries.

This recipe works best with Meridian Pro. Upgrade your plan for longer context windows and priority throughput.