Bring the account and reporting period. Matik brings the approved review, the configured metrics and an editable story for the conversation.
Matik automates quarterly business review (QBR) and business review presentations from connected customer data and approved templates. It fills account-specific metrics, charts and relevant slides; your customer goals and notes guide the narrative.
Generate the account’s review from a published template instead of collecting charts and copying slides for each meeting.
Use the selected account and date inputs across the configured metrics, so the review tells one coherent period story.
Add the goals and meeting context that make the customer’s numbers meaningful, then refine the explanation.
Reuse the same approved foundation across your book while keeping every generated review account-specific.
Select the published review template and required inputs. Matik uses configured queries and calculation logic to populate the customer’s numbers, charts and relevant slides.
Bring customer objectives, meeting notes and your perspective. Narrative Agent helps turn the account’s evidence into takeaways you can review and edit before the meeting.
Generate from Matik, Salesforce or a compatible connected AI assistant. Review the output in Google Slides or PowerPoint, refine the story and prepare the next steps you want to discuss.
Use approved templates for both deliverables, with account-specific data and shared metric logic.
Account performance, progress against goals and discussion points in editable Google Slides or PowerPoint.
A separately configured one-page review for stakeholders who need the essentials without every supporting slide.
Connect the systems that supply your customer evidence and generate in the formats your team uses. Explore the source and integration pages for each connection’s role and availability.
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“You don’t always have 8–10 hours to pull together a presentation for a customer.I can go to my meeting feeling confident.”
Matik combines governed content with published security practices. Explore the details with your security team.
QBR automation creates a quarterly business review from configured customer data and a reusable template. With Matik, the user chooses the account, reporting period and other required inputs; source queries populate metrics and charts, while customer context guides the editable narrative.
A Matik business review can use connected CRM, warehouse, BI and spreadsheet data, such as account details, product usage and agreed outcome measures. An admin configures the sources and queries for the template. The generated review includes the metrics that setup supplies; it does not discover every customer outcome automatically.
Configured source queries and calculation logic supply the metrics in Matik’s data-driven templates. The same source values and query inputs produce the same configured metrics. AI-assisted takeaways can vary and should be reviewed against the underlying evidence before the customer meeting.
Yes. Customer goals, meeting notes and the account owner’s context can guide Matik’s Narrative Agent. The account owner then reviews and edits the generated explanation, recommendations and presentation to fit the customer conversation.
No. Once an admin has configured and published the template, CSMs provide the required inputs instead of writing a query for each review. Admins maintain the data connections, calculation logic and approved template.
Yes. Matik can generate editable Google Slides and PowerPoint presentations. You can refine the customer narrative and next steps in the generated file. Those edits do not change the underlying team template or automatically synchronize other generated reviews.
Savings depend on the review and the team’s setup. In Matik’s published 2023 Asana story, Asana reported saving around two hours per business review and creating eight times as many business reviews per month. These are Asana’s reported results, not a guaranteed saving for every team.
