Walk into every business review with proof of impact — generated from live customer data
Automated MBR / QBR is a ready-to-run ReportFlow that turns your live ServiceNow Customer Service Management data into a polished business review — volume, SLAs, satisfaction and value delivered — current the moment you open it.
The business review is your best retention moment — and your biggest time sink
Every MBR and QBR means a CSM pulling case data, charting SLA performance, and hand-building a deck for each account — over and over, for every customer.
Manual business reviews don't scale: the deck takes hours per account, the numbers vary by who built them, and by review day the data is already behind. CSMs spend their time assembling slides instead of preparing the conversation that renews the contract. Automated MBR / QBR builds each customer's review straight from live ServiceNow CSM data — case volume, SLA attainment, satisfaction and value delivered — so every CSM walks in with a polished, current proof of impact, and none of the prep.
Everything your report needs — automated
Case volume and trends, live
Volume, resolution times and backlog roll up automatically per account — no manual charting per customer.
SLA and satisfaction in one view
SLA attainment and CSAT display together, so the review leads with the service story the customer cares about.
Value delivered, quantified
Outcomes and impact surface from the record, turning the review into evidence for renewal and expansion.
Per-account, at scale
Generate a tailored review for every customer from the same template — one account or your whole book.
Collections for every CSM
Bundle each account's review into a link so every CSM opens exactly their customer's view — no filtering, no forwarding.
Board-ready exports
Export a polished, on-brand PPT or PDF the customer is glad to receive — consistent across every account.
From reporting chore to running advantage
Reviews that scale with the book
Generate a current review for every account without adding hours per customer — your CSMs cover more, prep less.
Lead with proof, not prep
CSMs spend their time on the renewal conversation instead of building the slides for it.
A consistent, trusted story
Every account sees the same on-brand format with numbers traceable to live data, building credibility at renewal.
A real Automated MBR / QBR report, running on live data
Open a live ServiceNow instance and walk a fully-built Automated MBR / QBR report — the same one your team would publish. No slides to assemble, nothing to install.
CSMs stop losing a day per account to QBR prep. Every review builds itself from live data, so the time goes to the conversation that renews the deal.
Explore related ReportFlows & resources
See it on your own data
Spin up a live instance to explore the Automated MBR / QBR ReportFlow yourself, or book a walkthrough with our team.
- Walk a fully-built Automated MBR / QBR report on live data
- See how it maps to your ServiceNow tables
- Get your reporting questions answered, no pressure
Start with a live instance
We'll send a private ServiceNow instance with this report, ready to explore — no install, no sales call.
or book a demo instead →No install · runs inside ServiceNow · your data never leaves your instance