Naming pattern:
{account}_qbr_{YYYY-Q#}
Retention: Indefinitely.
Recurring reports
Quarterly report library
A running log of every quarterly review, with its headline result and the decisions it produced, so a past quarter stays findable without opening a dozen decks.
One row per quarterly review as it goes out. Include the decisions made, not just the result: a quarterly review exists to produce decisions, and the log is more useful when it shows what those were.
Last modified on August 6, 2026