Automated MBR / QBR

Problem

You don’t take your customers for granted, so your service delivery managers host regular MBRs or QBRs to showcase the value you’re delivering to them. In some cases, these reports aren’t just helpful—they’re contractually required.

Just one problem: building these decks is a massive time drain. And every month, your team scrambles to create hundreds of them, manually pulling data, formatting slides, and ensuring everything looks just right.

Features

The Automated MBR/QBR ReportFlow takes the heavy lifting out of customer reporting by working directly in ServiceNow with the VividCharts Platform.

Branded templates: Create professional, on-brand reports effortlessly
Hands-free report generation: Automatically generate hundreds of MBR and QBR decks using your customers’ ServiceNow data
Live data viewer: Present up-to-the-minute insights directly from ServiceNow
Flexible export options: Share reports in the format your customers prefer—PPTx, PDF, or PNG.
Seamless integration: Configure UI Actions, email notifications, and more to fit smoothly into your customer workflow.

Benefits

Spend more time on what matters. SDMs can focus on securing renewals and selling new offerings, not piecing together PowerPoint slides.
Faster reviews. Get your MBRs ready in record time—no more scrambling the day before the next month starts.
Build trust through transparency. Show your customers you're working from live data, not outdated reports.
A seamless, consistent experience. Every SDM delivers a top-tier customer experience using the same polished templates.

View Live in ServiceNow Instance Book Demo