QBR Calendar

Support Center

QBR Calendar lets you keep track of past and future QBR meetings so you don’t over-schedule.

You can also keep track of your clients budget deadlines as well as your own MSP contract expiration/extension so you can schedule meetings with clients ahead of time.




List View – see all past and future meetings in a list view where you can also attach PDF copy of the QBR report and save meeting notes

Calendar View – see all past and future meetings as a calendar

Frequency / Complete Meeting – set meeting frequency so when the current meeting is set as completed, placeholder meeting is automatically created and your future QBR meetings placed on the calendar for visibility and better planning.

Add Contract Renewal Date – allows you to create a placeholder for contract renewal date so you can have visibility when the current contract expires and schedule QBR meeting before so you can show your value.

Add Client Budget Date – add the date when client’s budget is approved so you can schedule your QBR meeting accordingly.



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