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QBRs (Quarterly Business Reviews) are the internal meeting where sellers walk their manager through everything that happened across their deals in the last quarter. Most reps spend 2-4 hours per quarter manually gathering data they already have in fragments — closed deals, pipeline status, lost deals to explain, lessons learned, talking points to memorize. The QBR Brief is TrailerCast’s AI-generated rollup that does the gathering, synthesis, and prep in 30 seconds.

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What’s in a brief

Every brief is one rep, one date range, eight sections. All sections auto-generate from the rep’s Buyer Spaces, recordings, transcripts, and Handoff Briefs.
Closed-won / closed-lost / in-pipeline counts, ARR booked, win rate, average deal size, and a one-line comparison vs the prior period. Numbers come from buyer_spaces.closed_at falling in the selected window — never an AI guess.
3-5 closed-won deals featured. Per deal: deal value, close date, “why we won” pulled verbatim or paraphrased from prospect transcripts, and a transferable lesson the rep can apply to the next deal.The AI ranks by strategic value, not by dollar amount — a small deal that taught you something is more useful in a QBR than a routine large win.
1-3 closed-lost deals featured. The “why we lost” lines are honest and specific. Not “no budget” — what really happened in the discovery, who blocked, what the seller would do differently. This is the section that builds trust with managers.
Current open Buyer Spaces. Per deal: stage, deal value, expected close date, last engagement summary (when the prospect last viewed / commented / signed), concrete next step with owner.
Buyer Spaces with declining engagement signal — no view in 14+ days, MAP actions overdue, champion left the company, etc. Each entry has a specific risk reason and a proposed rescue plan.
Themes that tie multiple deals together. “Three of your lost deals stalled at security review — pre-engage IT teams during discovery rather than after technical demo.” 2-4 items ranked by what’s most useful for the rep going forward. Quality over quantity — if the quarter’s small, this section is short.
Short, conversational lines the rep reads out loud during the QBR. Less than 25 words each, written casually. Topic + point format so the rep can scan during the meeting.
The 2-3 hardest questions the manager will probably ask, with a preempt for each. “Why did the Acme deal slip?” + the context the rep should have ready. Walks the rep into the meeting prepared instead of caught flat-footed.

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Generating a brief

1

Open QBR Briefs from the left sidebar

The tab sits below Library in the main nav.
2

Click + Generate brief

Pick a date range. Quick presets for last 30 / 60 / 90 days and last 6 months. Default = last 90 days. Sellers can also pick custom dates for half-year reviews or “since my last QBR” ad-hoc rollups.
3

Wait 20-40 seconds

The AI reads every Buyer Space + linked recording + Handoff Brief in the window and synthesizes the eight sections.
4

Read in detail view, edit if needed

Every section is editable. Hand-edits live in a separate overrides_json field, so re-generating the brief after adding new deals doesn’t clobber your manual corrections.
5

Present from it during the QBR

Click Present for full-screen Presenter mode. Arrow keys / spacebar advance. Esc exits. One section per “slide” — no slide-deck exports needed for V1.
6

Or download PDF

Letter format, polished layout, same eight sections. Email to your manager pre-meeting or attach to a CRM activity.

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Cross-rep access for admins

Admins and Global Admins can read any teammate’s QBR brief in their company. Cross-rep reads and writes are logged in your audit trail (admin.cross_rep_read / admin.cross_rep_write) so reps can see when a manager has reached into their brief. Admins can also generate a brief on behalf of a rep — useful for managers prepping coaching context before a 1:1. Admins cannot edit a teammate’s overrides; that preserves attribution clarity (“this is what Sarah said about her quarter,” not what her manager re-wrote).

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What’s NOT in V1

  • Forecasting next quarter. AI forecasting on a per-rep, single-quarter sample size hallucinates badly. We’d ship a confidence-killing feature. Backwards-looking facts only for V1; forecast is on the roadmap once we have enough deal volume per rep to train well.
  • Manager team rollup. Per-rep V1; team rollup is V2 (~3 days more, building when asked).
  • Slide export (PowerPoint, Google Slides). The Presenter mode + PDF cover the in-meeting and asynchronous share use cases. Slide export is V3 if customers explicitly ask.

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Availability

QBR Briefs are included on every paid plan. AI generation is unmetered — re-generate as often as you need to during quarter-close prep.