Reviews (QBRs)

Tandem can draft a quarterly business review (QBR) or executive business review (EBR) from your plan data. No blank slides to fill in.

Generating a review

1. Open a plan
2. Click Reviews in the plan navigation
3. Click Draft review with AI
4. The AI uses your plan's outcomes, milestones, tasks, and signals to write the review

SS-021 · AI-generated QBR draft with all sections

Review sections

Generated reviews include:

• Executive summary — what was achieved this period
• Progress against outcomes — how each outcome has advanced
• Milestones completed — significant moments from the quarter
• Open items — what still needs to happen
• Next period focus — priorities for the coming quarter

Editing and sharing

After the draft is generated, you can edit it inline before sharing. The review can be:

• Shared as a read-only link (like plans)
• Copied as Markdown for pasting into a slide tool
• Downloaded as a PDF (coming soon)

SS-022 · Review editor with inline editing active

Related

• Creating a plan
• AI features