Merchant QBR AutoPilot
by IntelliThing
Generate merchant QBR scorecards and executive-ready reviews from sample or uploaded data.
Merchant QBR AutoPilot helps account managers and merchant success teams create consistent Quarterly Business Review (QBR) scorecards in minutes.
The app turns merchant performance inputs into structured scorecards, highlights key trends, and produces presentation-ready output so teams can spend less time formatting and more time on strategy and customer outcomes.
What you can do:
- Generate QBR scorecards for selected merchants using sample data or uploaded CSV inputs.
- Create executive-ready summaries for customer conversations and internal reviews.
- Produce downloadable presentation artifacts for stakeholder sharing.
- Standardize QBR workflows across account teams with repeatable output quality.
Who it is for:
Merchant account managers, customer success managers, partner managers, and operations teams that run recurring business reviews.
Prerequisites:
An authenticated Microsoft 365 tenant and properly configured backend service settings for data processing and file generation.
Get Started: https://www.stabilerewards.com/get-started-merchant-qbr-autopilot.html
Contact Us: https://www.stabilerewards.com/#contact
Help: https://www.stabilerewards.com/support-merchant-qbr-autopilot.html
Sign-up: Not applicable. No separate account creation is required; users authenticate with Microsoft 365.
App capabilities
- Can send data over the Internet
- This app can access personal information on the active message, such as phone numbers, postal addresses, or URLs. Other items in your mailbox cannot be read or modified. Review the developer's privacy policy for more detail on how personal information is managed and processed.
