Generate QBR Reports

QBR Report Overview

LanternOps automatically generates comprehensive QBR reports showcasing compliance progress, security metrics, and business value delivered to your customers.

Generating a QBR Report

Step 1: Select Customer

Navigate to Reports → QBR Generator
Select customer from dropdown
Choose date range (typically last 90 days)

Step 2: Choose Report Sections

Standard Sections:

✅ Executive Summary
✅ Compliance Status
✅ Security Metrics
✅ Business Value Delivered
✅ Operational Performance
✅ Recommendations

Optional Sections:

Revenue opportunities
Service performance
Ticket metrics
Custom KPIs

Step 3: Customize Content

Tone & Audience:

Executive (high-level)
Technical (detailed)
Board presentation
Audit documentation

Branding:

Your MSP logo
Custom colors
Professional formatting

Step 4: Generate & Download

Click Generate QBR:

Processing time: 30-60 seconds
Format: Professional PDF
Pages: Typically 15-25 pages
Download automatically

Report Sections Explained

1. Executive Summary (Page 1)

Includes:

Overall compliance percentage
Quarter highlights
Key achievements
Critical metrics at-a-glance

Example:

Q4 2025 Executive Summary

HIPAA Compliance: 78% (+8% from Q3)
Security Threats Blocked: 450
Downtime Prevented: 24 hours
Business Value Delivered: $54,000

2. Compliance Status (Pages 2-6)

Framework Breakdown:

Current compliance percentage
Controls satisfied this quarter
New controls achieved
Remaining gaps
Trend charts

Evidence Summary:

Data sources
Last updated timestamps
Validation status
Audit readiness

3. Security Metrics (Pages 7-10)

Threat Protection:

Threats detected and blocked
Attack types
Response times
Incident summary

Endpoint Security:

Coverage percentage
Agent deployment status
Vulnerability summary
Patch compliance

Email Security:

Phishing attempts blocked
Malware detected
Spam filtered
User training metrics

4. Business Value (Pages 11-14)

Quantified Impact:

Time saved (hours)
Costs avoided ($)
Risks mitigated
Efficiency gains

ROI Calculation:

Services investment
Value delivered
Return percentage
Comparison to alternatives

5. Operational Performance (Pages 15-18)

Service Metrics:

Uptime percentages
Ticket response times
SLA compliance
Service health

Proactive Actions:

Issues prevented
Predictions made
Hardware replaced
Updates deployed

6. Recommendations (Pages 19-22)

Gap Analysis:

Critical gaps requiring attention
Compliance improvements
Security enhancements
Cost optimization

Roadmap:

Recommended next steps
Implementation timeline
Investment required
Expected outcomes

Customization Options

Add Custom Metrics

Include Your KPIs:

Customer satisfaction scores
Net Promoter Score (NPS)
Custom service metrics
Industry-specific data

Add from Settings:

Go to Settings → QBR Templates
Click Add Custom Metric
Define calculation
Add to default template

Template Management

Save Templates:

Standard QBR (default)
Executive QBR (high-level only)
Technical QBR (detailed)
Audit QBR (compliance focus)

Per-Customer Templates:

Healthcare customers (HIPAA focus)
Finance customers (SOC 2 focus)
Manufacturing (CMMC focus)

Delivery Options

Email to Customer

Automated Delivery:

Schedule QBR generation
Auto-email to stakeholders
Include cover letter
Add calendar invite

Present in Meeting

Screen Share:

Generate QBR before meeting
Screen share PDF during call
Walk through sections
Answer questions live

Portal Upload

Customer Portal Access:

Generate QBR
Upload to customer portal
Customer downloads anytime
Historical QBRs archived

Physical Print

Professional Binding:

Download high-res PDF
Print double-sided
Professional binding
Present in-person

Best Practices

1. Schedule Regularly

Quarterly Cadence:

Week 1 of quarter: Generate report
Week 2: Review internally
Week 3: Present to customer
Week 4: Follow up actions

2. Prepare Before Meeting

Pre-Meeting Checklist:

✅ Generate QBR 3 days early
✅ Review all metrics
✅ Prepare talking points
✅ Identify 2-3 opportunities
✅ Anticipate customer questions

3. Tell a Story

Narrative Structure:

Opening: “Great quarter - compliance improved 8%”
Challenge: “We blocked 450 threats targeting your network”
Solution: “Our EDR prevented potential ransomware”
Result: “Zero successful attacks, $200K+ value delivered”
Next Steps: “Let’s close these 3 remaining gaps”

4. Highlight Wins

Showcase Achievements:

Compliance improvements
Threats prevented
Cost savings
Proactive interventions
Positive trends

5. Address Gaps Honestly

Transparency Builds Trust:

Don’t hide gaps
Explain context
Present solutions
Propose timeline
Show commitment

Using QBRs for Upsells

Identify Opportunities

QBR reveals:

Compliance gaps = Services needed
Security risks = Protection required
Coverage gaps = Expansion opportunity

Natural Transition

During Presentation:

“As you can see, we’ve achieved 78% HIPAA compliance. The remaining 22% requires three additional services. Let me show you the roadmap to 95% compliance…”

Not Salesy - Educational:

Show the gap
Explain the risk
Present the solution
Demonstrate the value

Follow-Up Proposal

After QBR:

Email summary
Attach QBR PDF
Include proposal for gaps
Schedule follow-up call

Troubleshooting

Data Missing from Report:

Verify integrations are syncing
Check date range selection
Ensure customer has active services
Review data permissions

Charts Not Displaying:

Ensure sufficient data points
Check date range (need 90+ days for trends)
Verify metric calculations

Branding Issues:

Update portal branding settings
Regenerate report
Clear cache
Use updated template

Next Steps

Review Revenue Opportunities - Find upsell potential
Configure Customer Dashboards - Portal setup
Contact Support - Get help