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Vantage · SaaS
A SaaS company generates QBR decks straight from product data
Vantage automated customer QBR and onboarding decks with Preso tied into its stack.
58%
less time building QBR decks
6 hrs → 30 min
to prep a QBR deck
24/7
fresh decks for every account
The challenge
Vantage was growing faster than its CS team could build decks. Every QBR meant an afternoon of copy-pasting usage numbers into slides, and onboarding decks were always out of date.
How Preso helped
- QBR decks generate from each account’s usage data via the API.
- Onboarding decks reuse one on-brand template.
- Product and billing metrics render as clean charts through MCP.
- CSMs refine in the editor, then present or export to PDF.
“Our smallest accounts get a real QBR deck now, because Preso builds it from their usage data. Deck prep scales with usage, not headcount.”