Own the QBR with the new Deliverables in Lifecycle Manager X

QBRs and strategic reviews should be the moment you elevate the conversation. They are your opportunity to align on goals, show progress, and agree on what comes next.

In reality, QBR prep is still painfully manual for many MSPs. Teams export reports from their PSA, pull screenshots from vendor portals, copy charts from multiple tools, and then spend too many hours turning it all into something a client can follow. The result is often either an overstuffed technical report or a rushed deck that turns a strategic meeting into a status update.

We rebuilt Deliverables in Lifecycle Manager X to change that. Deliverables is now the fastest, most consistent way to create polished, client-ready QBR presentations and reports.

What’s new in Deliverables

Deliverables helps you tell a clear story with the data you already have. It’s not just a nicer report. It’s a modern presentation layer that makes it easier to scale the way you run QBRs across your book of business.

Here are the biggest updates:

A modern, web-based presentation experience. Deliverables is built for live conversations. The experience is clean, client-friendly, and easy to navigate, so the meeting feels guided rather than overwhelming. When you present, the focus stays on outcomes and decisions instead of on tool interfaces and slide formatting.

Flexible sharing that matches how clients consume information. Different stakeholders want different formats, and you shouldn’t have to rebuild your QBR to accommodate that. Deliverables gives you options that cover the common scenarios, including a password-protected link, a white-labeled presentation mode, and a PDF export.

Richer reports that bring your story together. Deliverables now supports more report choices and more strategic building blocks. You can pull in content like goals, budgets, assessments, and roadmaps to create a narrative that connects the client’s current state to your recommendations.

Pre-built reports from your favourite MSP tools 

One of the biggest time drains in QBR prep is collecting supporting evidence from vendor portals and stitching it into a deck. Deliverables has native reports for your favourite MSP tools, reducing that chaos by bringing key insights into one cohesive, on-brand story.

At launch, Deliverables includes default report pages for Cork, IT Glue, and Huntress. 

Cork is a cybersecurity risk and compliance platform that combines risk analytics with a cyber warranty to give MSPs both visibility and financial assurance.

In Deliverables, the Cork report provides a snapshot summarizing total security and compliance events, plus what is at risk versus resolved. Surfacing Cork insights in the deliverables section of Lifecycle Manager helps MSPs showcase insights into the threats detected by the MSP — and show where the client stands from a security posture perspective.  

Huntress is an endpoint detection and response platform built for MSPs that helps monitor, investigate, and respond to threats across managed endpoints.

In Deliverables, the Huntress report provides a summary of security activity and outcomes, including events analyzed, signals investigated, incidents reported and resolved, and incident severity breakdowns. This report provides MSPs with a clear way to communicate their cybersecurity posture and operational hygiene during a client-facing QBR.

IT Glue is a documentation platform used by MSPs to organize and manage core client information like assets, passwords, and system records in one place.

The IT Glue Deliverables report highlights documentation coverage and status across key areas like assets, passwords, SSL certificates, flexible assets, site devices, and domains. It clearly shows what is current, expiring soon, or expired, making it easy to communicate documentation health and prioritize cleanup work. 

These pages are available out of the box, so you can standardize how vendor reporting shows up in your QBR narrative without extra setup.

Spend less time building QBRs and more time driving outcomes

Deliverables reduces the time you spend formatting and assembling content, which means you can spend more time developing a strategic point of view. It also helps you standardize the structure of your QBRs across clients, so every meeting follows a consistent, high-quality storyline — even when different people on your team are presenting.

Most importantly, it helps shift the meeting itself. When the story is clear and the presentation is easier to follow, QBRs are more likely to lead to decisions on priorities, budgets, and the roadmap instead of getting stuck in a reactive review of charts.

What’s next

We are continuing to expand Deliverables to bring more of the reporting MSPs rely on into a single, client-ready experience.

You can expect more customization options in Deliverables so you can tailor templates, sections, and the client experience to match how your team runs QBRs. We are also continuing to expand integrations so more of the reporting you rely on, especially across security, backup, and compliance, can live in one cohesive, client-ready narrative.

If there’s an integration you want to see, request it here and vote on the ones that matter most to you so we can prioritize what we build next.

Get started

Deliverables is available in Lifecycle Manager X. If you want QBRs to feel less like slide production and more like strategy, this is the place to start.

Check it out in Lifecycle Manager X or book a demo to see it in action.