Bring the customer’s goals and the decision ahead. Matik helps assemble the evidence into a value story you can review, explain and refine.
Matik automates renewal decks and customer value reviews from connected account data, approved templates and configured calculations. Teams can present measured results, explain the value methodology and add customer-specific context in an editable presentation.
Connect account results to the customer’s success criteria instead of relying on generic product claims.
Use configured formulas and shared definitions across reviews, with the input assumptions made clear.
Add account context so the discussion can address achieved outcomes and what still needs attention.
Turn the evidence into a reviewed deck for discussing priorities, adoption and the relationship ahead.
Choose the account and review period, then populate the approved review with the usage, performance and outcome measures your team has configured. Connect those results to the success criteria the customer recognizes.
If your review includes ROI or other derived value, configure the calculation in a source such as a spreadsheet or approved query. Show the measured inputs, stated assumptions and resulting value separately.
Add goals, account history and the priorities for the next period. Review AI-assisted takeaways and finish the native deck with the account owner’s explanation and proposed next steps.
Both can use the same approved data foundation, while the agenda and customer context stay specific to the decision.
Explain the customer’s measured progress and the methodology behind any derived value.
Use the reviewed evidence to discuss continuing priorities and the next phase of the relationship.
Connect source metrics and approved calculators, then work in the editable formats your account team uses. Link to the data and format pages for supported options.
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Bazaarvoice reported that customers who received business reviews had a 32.8% higher renewal rate than those who did not. The story links broader review coverage with renewal performance; it does not measure the effect of a renewal deck alone.
2025 · Customer-reported results.
“You don’t always have 8–10 hours to pull together a presentation for a customer.I can go to my meeting feeling confident.”
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Renewal deck automation generates an account-specific presentation from a configured template and connected customer evidence. Matik can populate measured results and approved calculations, while the account owner adds context and reviews the narrative for the renewal discussion.
A QBR typically reviews recurring progress and next steps over a reporting period. A value review focuses on the customer’s realized outcomes and the methodology used to explain their value. A renewal deck organizes that evidence around a specific commercial discussion. The same connected data can support these different agendas.
Matik can populate ROI or other value measures when your team has configured the relevant inputs and calculation logic, including spreadsheet-based calculations. Your team defines the methodology and identifies any assumptions. Connecting the data does not by itself validate the calculation or turn a projection into an observed result.
Configured source queries and calculation logic supply the review’s metrics. AI-assisted narrative can help explain them using the customer context you provide, but the account owner should review the interpretation, assumptions and recommendations before sharing.
Yes, when the template’s configured data and content support those measures. Account owners can also add context and edit the generated presentation. A credible review separates observed progress, missing evidence, estimated value and proposed next steps.
No. Renewal outcomes depend on the customer relationship and many other factors. Bazaarvoice’s published story reports a higher renewal rate among business-review recipients, but it does not establish a controlled causal effect or a renewal-deck-specific uplift.
Yes. Matik can generate an editable Google Slides or PowerPoint presentation. The account owner can refine the evidence, explanation and next-period priorities. Editing the generated deck does not change the underlying configured formulas or other generated files.