Deliverables let you create client-ready reports and QBRs using data from Lifecycle Manager and supported integrations.

They bring key information together in one place so you can support strategic conversations with your clients, including planning, budgeting, and security reviews. 

You can present Deliverables live during a meeting, share them with clients using a secure link, or export them as a PDF.

What is a Deliverable?

A Deliverable is a structured, client-specific report made up of individual sections. Each section focuses on a different area of the client’s environment, plans, or performance.

When you create a Deliverable, you choose which sections to include based on the topics you want to review with the client. You can then configure each section to control which data appears and how it's presented.

Deliverable sections

Deliverables are made up of Core sections and Integration-based sections.

Core sections

Core sections use data from Lifecycle Manager. They include:

• Overview - High-level snapshot, bringing together goals, roadmap items, and key metrics.
• Goals - Client goals and objectives, along with status and progress over time.
• Roadmap - Initiatives and projects organized over time to show what’s in progress and what’s coming next.
• Budget - Planned and forecasted IT spend, including total budget and key breakdowns.
• Agreements - Vendor and services contracts, with focus on renewals, spend, and upcoming expirations.
• Assessments - Security and compliance assessments completed for the client. You can include a summary, comparison, or Item Detail Report.
• Assets - Hardware views that highlight asset health and lifecycle risk.
• Contacts - Client contacts, source labels, license assignments, and user posture.

Not all core sections need to be used in every Deliverable. Select the ones that support the conversation you plan to have with your client.

Custom sections

Use the Custom Section area to upload or add sections containing:

• Rich Text
  Add custom text to the Deliverable.

• PDF
  Upload a PDF to the Deliverable

  Note: Password-protected PDFs can't be used in Deliverables.

• Image
  Upload an image to the Deliverable.

To add multiple custom sections, click the + and - buttons to adjust the number of custom sections you want to add. Custom sections can be edited and rearranged after they are added to your Deliverable.

Integration-based sections

Integration-based sections display data from supported third-party tools.

Deliverables currently support the following integrations:

• Breach Secure Now - Reports on security awareness metrics including Secure Scores, phishing simulation results, training completion rates, and dark web monitoring data to support client security conversations.
• Cork - Highlights security risks and protection gaps to support remediation planning and client security conversation.
• CrewHu - Brings CrewHu CSAT results into client-facing reports, letting Partners present satisfaction data as proof of service quality in QBR materials.
• Huntress SAT - Shows security awareness training completion and phishing simulation results, giving Partners visibility into employee security behavior and susceptibility.
• Huntress (EDR/ITDR)- Surfaces threat and malware activity to support security improvements, credential hygiene, and user awareness recommendations.
• IT Glue - Provides visibility into documentation coverage and status, helping identify missing, expired, or soon-to-expire records.
• KnowBe4 - Highlights security awareness training trends and phishing simulation results to support client conversations about user behavior and risk.
• Microsoft 365 - Reports on Microsoft Secure Score, including current score and achievement percentage, category-level breakdowns across Identity, Data, Devices, Apps, and Infrastructure, prioritized recommendations, and MFA adoption rates.
• Smileback - Surfaces customer satisfaction data, including CSAT response distribution, Net Promoter score breakdown, project survey ratings, weekly CSAT trends, and recent client feedback.
• Simplesat - Brings Simplesat survey results into client-facing reports, letting Partners present satisfaction data as proof of service quality in QBR materials.
• Service Quality - Reports on support performance metrics from your PSA, including SLA attainment, response and resolution times, and ticket volume trends. 
  Requires ConnectWise Manage, Autotask, or Halo PSA with ticket mappings configured.

How Deliverables are used

You can use deliverables for a range of client-facing conversations, including:

• Quarterly business reviews (QBRs) - Present goals, roadmap, and investments in a single, client-ready view.
• Strategy and roadmap discussions - Show where the client is today, what’s planned, and how projects align to goals.
• Budget and investment planning - Review forecasted spend alongside initiatives, assets, and contracts.
• Security and compliance reviews - Combine assessments, vendor security reports, and roadmap items into one narrative.

Deliverables can be:

• Presented live in a white-labeled presentation mode.
• Shared using a secure link with a password and expiry.
• Exported as a PDF for distribution or record-keeping.

Getting started with Deliverables

Use the articles listed below to get started with Deliverables and to go deeper into specific workflows.

1. Create and structure Deliverables

• Creating a Deliverable
  How to navigate to the Deliverables page, create a Deliverable from scratch or from a template, and select the initial sections to include.

• Adding and configuring Deliverable sections
  How to add or remove sections after a Deliverable is created, change section order, and configure what each section shows

2. Share and present Deliverables

• Presenting and sharing a Deliverable
  How to publish a Deliverable, present it live in your browser, share it via secure link, and download it as a PDF.

3. Reuse structures with templates

• Working with Deliverable templates
  How to create templates from existing Deliverables, manage templates, and use them to standardize QBR structures across your clients.

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