Analyze QBR Slide Generator — Sales Intelligence

Sales teams analyze deals and customer data across systems. Manual analysis misses opportunities and risks.

20
Fields Extracted
300s
Max Processing
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What This Template Does

AI-powered extraction using gemini-2.5-flash. Part of 113 production-ready templates.

Capabilities

  • Reporting
  • Risk Assessment
  • Pipeline Analysis
  • Pipeline
  • Reporting

Output Schema

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "QBR Slide Generator",
  "description": "QBR Slide Generator: Generate QBR summary slides from usage & support tickets.",
  "type": "object",
  "properties": {
    "customer": {
      "type": "string",
      "description": "Customer"
    },
    "period": {
      "type": "string",
      "description": "Period"
    },
    "csm": {
      "type": "string",
      "description": "Csm"
    },
    "active_users": {
      "type": "strin
...

Quick Start

$ pip install doclayer
$ doclayer process document.pdf --agent sales.qbr-slide-generator

See It In Action

Real extraction example showing input document and structured output.

Input Document
QUARTERLY BUSINESS REVIEW DATA

Customer: Global Manufacturing Inc
Period: Q4 2024
CSM: Emily Chen

Product Usage:
- Active Users: 450 (up 15% QoQ)
- API Calls: 2.3M/month (up 22% QoQ)
- Storage Used: 1.2TB of 2TB (60%)
- Features Adopted: 9/12 core features

Support Summary:
- Tickets Opened: 23
- Avg Resolution Time: 4.2 hours
- CSAT Score: 4.6/5.0
- P1 Incidents: 0

Business Outcomes:
- Time Saved: 120 hours/month
- Process Automation: 85% of workflows
- ROI: 340%

Renewal: June 2025, $180K A
Extracted Data
{
  "customer": "Global Manufacturing Inc",
  "period": "Q4 2024",
  "csm": "Emily Chen",
  "active_users": "450 (up 15%)",
  "usage_growth": "22% QoQ",
  "feature_adoption": "9/12 features",
  "support_tickets": "23",
  "resolution_time": "4.2 hours",
  "csat_score": "4.6/5.0",
  "roi_achieved": "340%",
  "renewal_date": "June 2025",
  "current_arr": "$180K",
  "expansion_opportunity": "$30K (50 seats)",
  "health_status": "Healthy",
  "document_type": "qbr_summary"
}

Example illustrating extraction of quarterly business review data including company metrics, achievements, goals, and action items. Produces structured content for executive presentation slides.

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Frequently Asked Questions

What documents can QBR Slide Generator process?

The QBR Slide Generator template processes sales documents including various formats and layouts. See the instructions for specific document types supported.

How accurate is the QBR Slide Generator extraction?

The QBR Slide Generator template uses Gemini 2.5 Flash for high-accuracy extraction. Results include confidence scores for each field.

Can I customize the QBR Slide Generator template?

Yes, you can modify the extraction schema, add custom fields, or adjust the instructions to match your specific requirements.

Start Extracting Data Today

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