Solutions · Use Case
A Complete QBR Pack. Generated From Your PSA. In Under a Minute.
The Quarterly Business Review is the most important client meeting in the MSP calendar. It is where you justify the relationship, demonstrate value, and set the agenda for the next three months.
It is also the one that costs your team the most time to prepare.
Two to four hours per client. Senior time. Reformatting the same data that already exists in your PSA into a presentation that looks different every quarter and varies in quality depending on who prepared it and how much time they had.
Handover ends that cycle.
What a Handover QBR Pack Contains
- Executive Summary
AI-generated in plain business English. Summarises the quarter, calls out key achievements, acknowledges challenges honestly, and frames the conversation ahead. Written for a board-level audience, not a service desk audience. - Ticket Volume and Trend Analysis
Visual bar charts showing ticket volume week by week across the quarter. Your client sees the pattern. They understand the workload. They appreciate the transparency. - SLA Performance
Visual SLA compliance data presented as a percentage, as a trend over time, and in context alongside ticket volume. Clear, honest, and professional. - Project Status Overview
Every active project with a visual progress bar, RAG status indicator, and plain-English summary of where things stand. Clients understand project health at a glance without needing to understand what any of the underlying data means. - Risk Register
AI-identified risks from your live ticket and project data, formatted for a business audience. Not a list of technical issues. A clear picture of what needs attention, why it matters, and what is being done about it. - Recommendations and Next Steps
Forward-looking and specific. What should happen in the next quarter, what decisions need to be made, and what your MSP recommends. Makes you look proactive, strategic, and genuinely invested in the client's outcomes.
Export Formats Built For How QBRs Actually Work
- PowerPoint
A fully branded, presentation-ready deck. Each section becomes a slide. Your logo and brand colours throughout. Open it, review it, present it. Nothing to reformat. - PDF
A polished, professional document ready to send by email before the meeting or leave with the client afterwards. - Excel
Full data workbook with charts and supporting data for clients who want to dig into the numbers.
The QBR Preparation Problem at Scale
One QBR per quarter per client sounds manageable until you have fifteen clients. At that point you are looking at somewhere between 30 and 60 hours of senior time every quarter spent on preparation alone. That is a week and a half of someone's time, every quarter, producing documents.
With Handover, the same fifteen QBR packs take under fifteen minutes to generate. The time savings compound every quarter. The quality is consistent across every client. And your team spends that recovered time on work that actually moves the business forward.
First QBR Pack Free. No Card Required.
Connect HaloPSA or ConnectWise Manage, select your client, choose your date range, and generate your first QBR pack today.
Generate your first QBR pack free