7. Present Findings, Recommendations, IT Budget and deliver QBR report

You have two options to present the audit results to your clients.

1. DASHBOARD

Is the best way to interactively present high level summary of findings and recommendations. It’s optimized for virtual QBRs but can also be presented on a conference room TV during a face to face client meeting

You can customize the dashboard and hide certain sections if you want to simplify your presentation.

QBR REPORT

You can also generated  a report which can be shared via ZOOM, emailed to the client and printed. To make changes navigate to Reports and Dashboard Designer

You can show/hide sections, edit the Summary page content as well show/hide extra columns in Column Settings tab or customize the Trends and Topics

You can schedule report under Reports and Dashboard Designer -> Report Schedules

ASSET REPORT

The second report you can print out is the IT Asset Report