Version 4.1: QBR Opportunity Slide · November 2026

Last updated: November 9, 2026

Overview

Spotlight.ai can now generate a QBR Opportunity Slide: a single, consistent slide that summarizes an opportunity for quarterly business reviews and deal reviews. It is built from data Spotlight.ai already has, so reps no longer need to assemble these slides by hand.

Who it's for

Sales reps and managers who present opportunity reviews and QBRs.

What you'll see

The slide is filled in automatically for the opportunity you choose:

  • Account Name, Opportunity Name, Stage, and Amount from the opportunity.

  • Time on Stage: the number of days since the opportunity entered its current stage.

  • Deal Score: the Spotlight.ai Score (0–100).

  • MEDDPICC: the standard Spotlight.ai MEDDPICC letter view.

  • Last Meeting: the date of the most recent logged meeting on the opportunity.

  • Gaps & Risks: the gaps and risks Spotlight.ai already tracks for the opportunity.

  • Next Steps: taken from the last meeting's action items and summary.

  • Key Personas and Roles: the four most influential contacts from the Opportunity Contacts Power Map (the Champion, the Economic Buyer, and two Stakeholders). The colored dot next to each contact shows sentiment.

  • Notes: a free-text area that starts blank. You can edit it directly on the generated slide.

How to generate it

The QBR Opportunity Slide is a new asset type. You can generate it from the Spotlight.ai UI, as with other assets, and through the Spotlight.ai MCP Server.

Good to know

  • Everything except Notes comes from live opportunity data. Notes are not pulled from any source.