> ## Documentation Index > Fetch the complete documentation index at: https://docs.presenton.ai/llms.txt > Use this file to discover all available pages before exploring further. # Generate customer QBR decks from CRM data > Turn a CRM account export into one decision-ready quarterly business review per customer. This tutorial creates a customer QBR presentation for every account in a CSV export. Each deck summarizes commercial context, adoption, delivered value, renewal risk, and the next-quarter success plan. ## Business outcome Customer-success teams often spend hours copying CRM and product-usage data into slides. This workflow keeps the metrics deterministic while letting Presenton turn them into a clear executive narrative. ```mermaid theme={null} flowchart LR CRM[Export account data] --> Validate[Validate business metrics] Validate --> Prompt[Build one QBR brief per account] Prompt --> Presenton[Generate branded QBR decks] Presenton --> Review[CSM review and delivery] ``` ## Before you start * Create a Presenton Cloud API key. * Export approved account and product-usage fields from your CRM or warehouse. * Install Python 3.10 or later. * Store the API key outside source control: ```bash theme={null} export PRESENTON_API_KEY=YOUR_API_KEY python -m pip install pandas requests ``` ## 1. Prepare the account export Save this example as `accounts.csv`: ```csv theme={null} Account,Industry,ARR,Renewal Date,Health Score,Weekly Active Users,Adoption Rate,Executive Sponsor,Primary Outcome,Open Risk,Next Milestone Northstar Logistics,Logistics,185000,2026-10-31,82,438,76%,Maya Chen,"Reduced dispatch planning time by 31%","Analytics adoption is limited to two regions","Roll out analytics to all regional managers" Vertex Health Systems,Healthcare,260000,2026-09-15,68,712,61%,Daniel Ortiz,"Standardized intake workflow across 14 clinics","SSO migration is behind schedule","Complete SSO rollout and train clinic admins" BluePeak Manufacturing,Manufacturing,145000,2026-12-01,91,286,84%,Priya Raman,"Improved production issue response time by 24%","No active commercial risk","Launch supplier collaboration workspace" ``` Use fields your team can verify. Do not send confidential notes, personal data, or contractual details that should not appear in a customer-facing deck. ## 2. Generate the QBRs Save as `generate_qbrs.py`: ```python theme={null} import os from pathlib import Path import pandas as pd import requests API_URL = "https://api.presenton.ai/api/v3/presentation/generate" API_KEY = os.environ["PRESENTON_API_KEY"] OUTPUT_DIR = Path("qbr-decks") OUTPUT_DIR.mkdir(exist_ok=True) def money(value: float) -> str: return f"${value:,.0f}" def safe_filename(value: str) -> str: return "".join( character if character.isalnum() or character in "-_" else "_" for character in value ).strip("_") def build_qbr_brief(account: pd.Series) -> str: return f""" Create an executive quarterly business review for {account['Account']}. Verified account context: - Industry: {account['Industry']} - Annual recurring revenue: {money(account['ARR'])} - Renewal date: {account['Renewal Date']} - Customer health score: {account['Health Score']}/100 - Weekly active users: {account['Weekly Active Users']} - Feature adoption: {account['Adoption Rate']} - Executive sponsor: {account['Executive Sponsor']} - Primary business outcome: {account['Primary Outcome']} - Open risk: {account['Open Risk']} - Next milestone: {account['Next Milestone']} Build a six-slide QBR: 1. Executive account snapshot 2. Business outcomes delivered 3. Adoption and engagement 4. Risks and mitigation plan 5. Renewal readiness 6. Agreed next-quarter actions with owners Preserve every supplied number and date exactly. Do not invent ROI, usage, commitments, owners, or customer quotes. Label recommendations clearly. """.strip() def generate_qbr(account: pd.Series) -> None: response = requests.post( API_URL, headers={ "Authorization": f"Bearer {API_KEY}", "Content-Type": "application/json", }, json={ "content": build_qbr_brief(account), "instructions": "Write for an executive customer audience and keep each slide concise.", "n_slides": 6, "language": "English", "tone": "professional", "verbosity": "concise", "standard_template": "neo-modern", "theme": "professional-blue", "export_as": "pptx", }, timeout=600, ) response.raise_for_status() result = response.json() output_path = OUTPUT_DIR / f"{safe_filename(account['Account'])}_QBR.pptx" download = requests.get( result["path"], headers={"Authorization": f"Bearer {API_KEY}"}, timeout=120, ) download.raise_for_status() output_path.write_bytes(download.content) print(f"Created {output_path} — review at {result['edit_path']}") def main() -> None: accounts = pd.read_csv("accounts.csv") required = { "Account", "Industry", "ARR", "Renewal Date", "Health Score", "Weekly Active Users", "Adoption Rate", "Executive Sponsor", "Primary Outcome", "Open Risk", "Next Milestone", } missing = required - set(accounts.columns) if missing: raise ValueError(f"Missing CRM columns: {sorted(missing)}") for _, account in accounts.iterrows(): try: generate_qbr(account) except requests.RequestException as error: print(f"Failed for {account['Account']}: {error}") if __name__ == "__main__": main() ``` ## 3. Review before sharing The account owner should verify: * ARR, renewal date, health score, and adoption metrics. * Whether the stated outcome is approved for customer-facing use. * Risk wording and the mitigation plan. * Owners and dates added during review. * Branding, customer logo rights, and presentation tone. ## Operationalize the workflow * Use the account ID and reporting period as an idempotency key. * Generate drafts in a background queue for large account portfolios. * Store the returned presentation ID in the CRM activity record. * Require CSM approval before a deck is sent externally. * Regenerate only when verified source data changes. Queue larger QBR batches and monitor each task reliably.