Stop building slide decks. Focus on running your business.

The Quarterly Business Review (QBR) is a necessary ritual for revenue teams, but rarely a favorite one.

Every quarter, sales reps scramble to pull information out of their heads, inboxes, spreadsheets, and scattered notes to build a PowerPoint that summarizes the state of their deals and accounts.

Some of that information lives in Salesforce.
Some of it does not.
And sometimes the story in the deck does not quite match what has been communicated all quarter.

Sales is known for keeping things interesting, right?

But what if your QBR was not a last minute presentation exercise?
What if it simply reflected how your team has been executing all quarter inside Salesforce?

That is where Squivr comes in.

Track Opportunity Progress in Real Time

Squivr Playbook allows teams to track opportunity execution directly inside Salesforce using structured sales methodologies.

For example, many teams configure Playbook templates around frameworks like MEDDIC. Each step of the methodology is represented visually, and progress is tracked as tasks are completed.

Instead of manually assembling updates before a QBR, reps simply check off milestones as they progress through a deal.

Leadership can instantly see:

Which steps have been completed
Which milestones are still outstanding
Where deals may be at risk

Users can toggle views between Quarter, Month, Week, or Day, giving teams a real time view of deal execution instead of a quarterly snapshot.

Eliminate QBR Surprises

Every sales organization has operational steps that must be completed before a deal closes. These include approvals, paperwork, pricing reviews, legal processes, and procurement.

In many QBRs, this is where surprises surface.

With Squivr Playbook, these checkpoints can be embedded directly into your sales process so teams update progress in real time. Leadership can quickly see deal readiness and identify potential blockers well before the QBR.

The result:

Greater accountability
Faster deal cycles
Fewer surprises during executive reviews

Visualize Key Relationships with Org Charts

A major component of every QBR is understanding who matters inside the account.

Squivr’s Org Chart functionality allows teams to visualize stakeholder relationships directly inside Salesforce.

Instead of scanning through contacts, teams can see a visual hierarchy of decision makers, champions, influencers, and blockers.

Users can:

Drag and drop contacts as org structures change
Highlight key stakeholders
Add LinkedIn profiles
Assign relationship roles
Capture influence across the buying committee

Anyone reviewing the account can quickly understand the political landscape of the deal.

Use Strategic Quadrants for Account Analysis

Strategic planning is often a critical part of QBRs, but it rarely lives in Salesforce.

Squivr enables teams to create quadrant based frameworks that help analyze accounts and opportunities directly within the CRM.

These visual frameworks can include:

Competitive Analysis Quadrants

Quickly assess how your solution compares against competitors in areas such as value, differentiation, pricing, or feature depth.

SWOT Analysis

Capture key insights across:

Strengths
Weaknesses
Opportunities
Threats

This allows teams to track competitive risks, internal advantages, and external pressures affecting the deal.

Strategic Positioning

Map accounts or deals based on factors such as:

Strategic importance
Revenue potential
Competitive intensity
Customer maturity

These frameworks help leadership teams prioritize accounts and align resources during QBR discussions.

Deliver a Clear Revenue Summary

QBRs should answer one simple question:

Where is our revenue coming from, and where is it going next?

Squivr allows teams to summarize revenue performance across accounts and opportunities directly inside Salesforce.

Leaders can review:

Current pipeline status
Forecast alignment
Deal progression
Expansion potential

Because this information connects directly to Salesforce data, it reflects the real state of the business, not a static snapshot created before a presentation.

Identify Growth with Whitespace Analysis

Another critical part of strategic account reviews is identifying untapped revenue opportunities.

Squivr helps teams conduct whitespace analysis by highlighting areas where additional products, services, or business units could expand the relationship.

Teams can quickly identify:

Cross sell opportunities
Upsell potential
New departments to target
Areas of low product penetration

Instead of relying on spreadsheets or guesswork, whitespace opportunities can be visualized and tracked directly within the account.

From Static QBRs to Continuous Visibility

Traditional QBRs often require teams to assemble static snapshots of deals and accounts.

Squivr turns that process into continuous visibility.

By tracking execution, relationships, strategy, and expansion opportunities directly inside Salesforce, the QBR becomes less about building slides and more about driving meaningful discussions.

Instead of asking:

"What is going on with this deal?"

Leadership can focus on:

"How do we win it?"

Make Your QBRs Work for You

Squivr Playbook and Squivr Org Chart give revenue teams a better way to prepare for QBRs by embedding strategy and execution directly into Salesforce.