How It Works — Merchant QBR AutoPilot

⚙ Prep

AI-assisted · Steps 1–4

Step 1

💬 Ask for a QBR deck

One prompt is all it takes. Merchant QBR AutoPilot picks up the Apex Retail portfolio sample and starts immediately — no configuration needed.

"Generate an executive QBR deck from sample data"

Step 2

📊 Deck delivered ✅

A multi-page executive PowerPoint covering regional performance, authorization funnel, cost analysis, dispute risk, and Q3 strategic actions.

$8.84M

Total GMV

91.3%

Auth Success

2.14%

Cost of Accept.

Step 3

🗂️ Save to workspace

The deck, source workbook, and QBR summary are saved together in a dedicated OneDrive folder — organized and ready to share or revisit anytime.

Merchant QBR AutoPilot / QBR Workspaces / Apex Retail Global / 2026-Q2

📊 PowerPoint 📗 Excel workbook 📝 QBR summary

Step 4

📉 Spot changes

Surface material period-over-period performance shifts and build your narrative before walking into the room.

› Authorization rate dropped in APAC Local Cards (−140 bps) — discuss local acquiring strategy
› EMEA / APM is the weakest corridor (−160 bps) — potential network token rollout opportunity
› APAC volume grew +23.6% despite auth decline — growth at risk without intervention

🤝

You walk in prepared. The deck, the data, and the narrative are ready.
This is the human conversation — between you and your merchant.

AI prep

↓

You + merchant

↓

AI follow-up

✔ Follow up

AI-assisted · Step 5

Step 5

📋 Capture outcome

After the meeting — log what was agreed so nothing falls through the cracks.

✓ Decisions captured — LATAM/APAC auth leakage prioritized; NAMER/EMEA growth plan preserved
✓ Owners assigned — Maya: corridor-level recovery plan by July 9 · Theo: dispute review by July 16
✓ Follow-up drafted — summary email ready to send to Apex Retail stakeholders
✓ Next review scheduled — October 8, 2026

From a single prompt to a closed-loop QBR