Why And How To Automate Opportunity Management And MBRs

Key takeaways Opportunity inspection, monthly business reviews (MBRs), quarterly business reviews (QBRs), and board reviews are mostly assembly work. Quoc Tran of Replit says opportunity management, board reviews, QBRs, and MBRs should be automated, and he expects the orchestration of AI to make the forecast a lot more math than art. Automating without a defined process produces noise, so write stage criteria, forecast categories, and review questions first.