Aurum Review · demo experience

A customer-ready QBR—without the deck.

Give reps a live, customer-facing review that pulls executive KPIs straight from CRM objects—so QBRs stay credible, current, and on-brand without rebuilding slides every quarter.

Preview sample metrics Get access for your team
Company & deal context Adoption & health signals Renewal-ready narrative
Sample preview
Northwind Analytics

Q1 FY26 · Quarterly business review

Illustrative metrics for demonstration only. Not a live customer record.

What your customer sees

A review your executives read like a narrative—not a wall of numbers.

Aurum Review sequences CRM-backed proof into a story: where the relationship stands, what changed since last quarter, and what deserves airtime in the room—without a slide deck pasted together the night before.

PDF: In your browser’s print dialog, turn off Headers and footers for a clean page.

Executive readout · Q1 FY26

Northwind is entering renewal from a position of strength: deeper product adoption, measurable revenue impact, and a success plan that is largely green—while support volume stays contained and responsive.

  • Momentum: Higher seat utilization is showing up alongside faster cycles on joint expansion opportunities and stronger closed-won delivery—signals buyers expect tied together, not in silos.
  • Risk to watch: Two support items remain open—low severity, but worth a clear owner and target date before the executive summary.
  • Next 90 days: Close the remaining milestones, reinforce executive sponsorship on the expansion track, and align on renewal criteria your champion can socialize internally.

What improved

Adoption and account health trended up together—exactly the joint narrative revenue and customer leaders want to see in a strategic QBR.

What to flag

Open tickets are few, but executive reviews should always name owners and dates—so nothing feels “surprising” later in the quarter.

What to decide

Use the renewal window to lock expansion assumptions, align on success milestones, and agree what “great” looks like next quarter.

Business review snapshot

Composed from live CRM objects · customer-safe layout

Synced

Reporting window · last 90 days

Value trajectory

Revenue · adoption · engagement

Composite index rolls your certified CRM fields into one trajectory—so execs see momentum vs. last quarter’s baseline (dashed), not three disconnected charts. The lift at the end is where adoption and booked revenue moved together—exactly the story procurement wants tied to usage. Illustrative series.

Relationship index

On track for renewal. Composite of health, adoption & milestone progress—built for an executive glance, grounded in CRM fields.

Strong

Account health

94/100

+6 pts vs. prior quarter

Executive touchpoints logged: 3 in last 30d vs. 1 in the prior 30d · sponsor meeting held Feb 6 (CRM activity).

Your champion can walk into an internal renewal conversation with a single, defensible score—instead of anecdotes. Health is moving with engagement, not despite it.
13-week rolling vs prior quarter (dashed)

Company record · success score & engagement rollups

Aligned

Seat adoption

87%

412 of 475 seats active (30-day)

WAU/MAU ratio 0.41 (↑ from 0.33) · heaviest usage in RevOps & FP&A workspaces (product analytics object).

This is the proof point that training and change management stuck—without it, revenue and milestone stories look like luck. Pair it with closed-won for the full “usage → outcome” arc.
Weekly active seats 13 wks · indexed

Product usage object · tied to company hierarchy

Joint motion

Joint expansion pipeline

$2.4M

Partner-tagged & influence-labeled

$620K new · $1.78M in stage 3–4 · avg 41 days in-stage vs. 56 days last quarter · 6 opportunities with exec sponsor listed.

When customers want to see joint commercial motion, this ties your CRM attribution to a narrative they can repeat internally—velocity + stage depth, not a single big number.
Qualified $ in-flight weekly snapshot

Deals · association labels, influence fields & stage history

Outperforming

Closed-won (YTD)

$890K

+18% YoY · 112% of plan

Avg sales cycle 94 days (↓ from 118 days YoY) · 64% of wins tied to documented success plan milestones (deal property).

Finance and procurement can stress-test the renewal with a clean YoY story anchored to close dates—especially when cycle time is improving while adoption is up.
Cumulative closed-won fiscal YTD

Deals · closed won, fiscal YTD filter & cycle-time fields

On track

Success plan milestones

5/7

2 remaining before renewal window

Open: “Security review” (owner: IT Dir., due Mar 14) · “Exec workshop” (owner: CS, due Mar 21). Both have next steps logged.

The QBR should end with calendar-backed commitments—this makes “on track” mean names, dates, and what’s blocking—so nothing is fuzzy when legal shows up later.
% milestones complete quarter to date

Custom object · goals linked to company & renewal date

Monitor

Support experience

4.8/5

2 P2 open · first response median 6h

MTTR 11h (↓ from 18h prior quarter) · 0 SLA breaches · CSAT sampled on 41 closes (ticket object).

High CSAT is expected; the credible story is speed to resolution and what’s still open. Name the two tickets, owners, and target dates—then move on.
CSAT (rolling) vs MTTR (gold)

Tickets · CSAT, SLA, priority & resolution-time fields

Engagement depth · weekly active teams

Deeper bars = more distinct teams logging meaningful sessions—use it to steer enablement and expansion (who’s fully in vs. who still needs lift).

Billing & payments

Snapshot of commercial posture for this review period—pulled from subscription, invoice, and payment records your team already maintains in CRM (illustrative sample).

Document Period Amount Status
INV-2026-0142 · Platform subscription Jan 1 – Mar 31, 2026 $118,400.00 Paid
INV-2025-0891 · Success services (Q4) Oct 1 – Dec 31, 2025 $24,500.00 Paid
INV-2026-0208 · Expansion seats (prorated) Feb 18 – Mar 31, 2026 $6,780.00 Open

Terms: Net 30 · ACH / wire (remittance details on invoice PDF) · Card available in billing portal.

Renewal: Current agreement ends Aug 31, 2026 · projected annualized value (illustrative) $486K including committed expansion.

Under the hood

Mapped to the CRM objects you already trust.

Aurum Review composes each customer view from your schema—so metrics stay auditable and reps are not copying numbers into slides.

Companies & contacts

  • Account tier, renewal date, and health rollups
  • Executive stakeholders and buying committee
  • Engagement trends from logged activities

Deals & revenue

  • Pipeline stages, influence tags, and win reasons
  • Closed-won and expansion tied to the account
  • Forecast categories your team already uses

Tickets & success

  • Open volume, priority mix, and SLA adherence
  • CSAT or NPS captured on closed tickets
  • Escalation history for executive narrative

Custom objects & products

  • Success plans, milestones, and QBR commitments
  • Product usage, licenses, and feature adoption
  • Any field your ops team certifies for customer share

For sellers

Show up prepared—without rebuilding the story.

The microsite is meant to be shared or presented as-is: polished enough for an executive room, grounded in CRM truth your customer can trust.

  • Auto-refreshed metrics each quarter—no slide assembly or screenshot drift.
  • Customer-safe language and layouts tuned for QBR cadence.
  • Optional branding and sections per segment, still fed by the same objects.

Aurum Review

Put CRM-native QBRs in front of every strategic account.

We’ll help you wire the objects and fields that matter, then ship a customer-facing experience your reps can reuse every quarter.

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