A Complete QBR Pack. From Your PSA. In Under a Minute.

Quarterly Business Reviews take two to four hours per client to prepare manually. Senior time pulled from other work. The same data reformatted into a different presentation every quarter. Quality that varies depending on who prepared it and how much time they had.

Handover generates a complete, branded, presentation-ready QBR pack from your live PSA data in under 60 seconds.

What the QBR Pack Contains

Executive Summary
AI-generated in plain business English. Summarises the quarter, highlights achievements, acknowledges challenges honestly, and frames the conversation ahead. Board-level language, not service desk language.

Ticket Volume Charts
Visual bar charts showing ticket volume week by week across the quarter. Your client sees the workload trend. They understand the value your team delivered.

SLA Performance
Visual SLA compliance data presented as a percentage, a trend over time, and broken down by priority level. Clear, honest, and professional.

Project Status Overview
Every active project with a visual progress bar, RAG status indicator, and plain-English summary. Clients understand project health at a glance.

Risk Register
AI-identified risks from your live ticket and project data, formatted for a business audience. A clear picture of what needs attention and why it matters.

Recommendations and Next Steps
Forward-looking and specific. What should happen next quarter, what decisions need to be made, what your MSP recommends. Makes you look proactive and strategically invested in the client outcome.

Export Formats Built For How QBRs Actually Happen

PowerPoint
A fully branded, presentation-ready deck. Each section becomes a professionally designed slide with your logo, brand colours, and charts. Open it. Present it. Nothing to reformat.

PDF
A polished document ready to send before the meeting or leave with the client afterwards.

Excel
Full data workbook with charts and supporting tables for clients who want to dig into the numbers.

Configurable For Every Client

The QBR wizard lets you choose exactly what each pack contains. Select your PSA source, set your date range, toggle sections on or off, and set your branding. Every QBR pack is tailored to the client without any additional manual work.

The Maths Are Simple

15 clients. 3 hours of QBR preparation per client per quarter. That is 45 hours of senior time every quarter on formatting. Handover reduces that to under 15 minutes total.