Walk Into the Board Meeting With the Quarter Already Explained
The Quarterly business review compares the quarter with the one before: leads, cost, customers and revenue, month by month and channel by channel. It answers “how did the quarter go, and what do we do next?” in a format you can present to a board.
Published · Updated
/qbrCore performanceNew in v2.0
What report can I show my board at quarter end?
It depends on the time frame you're answering for. For a board, partners or a client's leadership, the Quarterly business review compares this quarter with the last one: leads, cost, customers and revenue, month by month and channel by channel. Type /qbr to run it. For a single month, the Monthly performance review is lighter. To look forward instead of back, use the Lead forecast. To rank the campaigns that carried the quarter, pick the Campaign leaderboard.
What it is: The Quarterly business review is a board-ready report from the free UTM Grabber Reports skill for founders, directors and agencies that compares the quarter with the one before and sets the plan for next quarter.
What this report answers
Built for: Founders, marketing directors and agencies who present results to a board, partners or a client's leadership.
What's in the report
Why You Can Trust What It Tells You
Wins and risks follow fixed rules
It flags when lead flow rises or falls 5%+, cost per paid lead drops 5%+ or climbs 10%+, or a campaign falls 40%+.
You'll know when data is partial
Spend, deals or orders that cover only part of the quarter get a flag, and the report draws no change from partial deals.
Ask your AI
Type the shortcut, or ask in your own words. Your AI pulls your leads through your UTM Grabber connection and builds the report.
You ask: /qbrHow did the quarter go?
Used UTM Grabber, Google Ads, Meta Ads and CRM
check_site_health· UTM Grabberlist_forms· UTM Grabberget_entries· UTM Grabber· 3,061 leadsget_campaign_spend· Google Ads· $54.8K spendget_campaign_spend· Meta Ads· $24.2K spendget_deals· CRM· 1,432 deals
Claude answers: Q3 brought 3,061 leads, 16% more than Q2. Paid search sent the most leads (38%).
/qbr- “How did the quarter go?”
- “Build a board report for Q3 against Q2.”
- “Which channel grew most this quarter, and what should we do next quarter?”
What it uses
UTM GrabberRequiredYour leads, with their UTMs and click IDsUTM Grabber Premium adds AI assistants as a channel. Starter+ and Premium add WooCommerce orders.Report designs need Claude, Codex or Cursor.
Quarterly business reviewWhich plan do you need?
This report needs your full history. A full quarter and the one before go beyond the last 30 days, so they need your full history: Starter+ or Premium.
| Plan | What your AI reads |
|---|---|
| Free plugin | Your last 30 days, with a fair-use allowance |
| Starter | Your last 30 days, with first touch and more click IDs |
| Starter+ or PremiumThis report | Your full history, unmetered |
See it in 4 looks
Same numbers, same story, 4 designs. View the sample full screen, or download it as a PDF or editable PowerPoint slides.
Questions about this report
What if the quarter isn't over yet?
It names the period “Q3 to date” when the data starts on the quarter's first day but ends early. Other windows, such as the last 90 days, are named by their dates.
Does it need my ad account or CRM?
No. Your UTM Grabber leads cover leads, channels and campaigns. Connect an ad account to add spend and cost per paid lead, and a CRM or WooCommerce to add customers and revenue.
Can I present it as slides?
Yes. Every report comes as a web page, a PDF and an editable PowerPoint deck. The Boardroom look is made for presenting on a big screen.
Related reports
Want Us to Build This for You?
Get reports like this one with your logo and colors, set up for you. With the Support Package, we connect the AI Connector (MCP) to your data and hand you your own AI report builder, tuned to your business, for weekly, monthly and annual reports.
Works on free and paid plans, and with your agency. Cancel anytime, no contracts.
$199/yr$349
Launch price · Real Value: $1,700
- Expert SetupOur resident expert team installs UTM Grabber and wires every form, with a live test.
- Diagnostics & FixesCaching, cookie and GDPR leaks found and fixed, then audited again all year.
- Custom Reporting + MCPWe connect the AI Connector (MCP) to your data and hand you your own AI report builder.
- Ongoing SupportNew funnels and forms wired all year, with priority answers.
Get This Report on
Your Own Leads.
Connect UTM Grabber to Claude, ChatGPT, Codex or Cursor with the AI Connector (MCP), add the free Reports skill, then type /qbr. Or just describe what you need.
Every plan can connect. The report designs need an AI app that supports skills: Claude, Codex or Cursor.
This sample is real output from the UTM Grabber Reports skill v2.0, built on sample data for Northwind Dental, a fictional dental practice. Once you set it up, every report uses your own brand colors and logo. Google Ads, Meta, Google Analytics and CRM connectors come from each platform or a third party, not from UTM Grabber. You add them to the same AI chat.