Quarterly Business Review Made Smarter with Levelpath’s QBR Agent

Levelpath is excited to announce the launch of our Quarterly Business Review (QBR) Agent. A Quarterly Business Review is a structured meeting between an organization and its suppliers to review performance, align on strategic goals, and identify opportunities for improvement.

The Levelpath QBR Agent is built to streamline the preparation and execution of supplier quarterly business reviews by consolidating critical supplier data into actionable insights. As our first publicly available agent created with our backend Agent Studio interface, it can define triggers, align triggers with contextual data, guide iterative or exploratory instructions, and produce structured outputs that can inform strategic decision-making.

This agent plays a crucial role in supporting and improving strategic supplier relationships. It also sets the stage for a library of future agents designed to optimize procurement processes, improve supplier engagement, and unlock strategic value across the supplier ecosystem.

To provide some context for what this agent does behind the scenes, Levelpath provides this behind-the-scenes view on the nodes, triggers, workflows, prompts, and iterative cycles involved in supporting the Quarterly Business Review Agent. This Levelpath Agent does a lot of work behind the scenes to prepare data for the QBR so that clients can focus on getting results.

The Quarterly Business Review is a critical touchpoint for maintaining supplier alignment with an organization’s strategic goals and priorities. By systematically reviewing performance, procurement teams can drive value realization and ensure that contracted savings, service levels, and innovation commitments are being delivered.

The QBR also creates an opportunity to encourage vendors to perform at higher levels, promoting continuous improvement and accountability. Additionally, it allows teams to confirm supplier use and activity, verifying that contracts are being executed as intended and that supplier resources are effectively deployed.

This process is an important relationship-building tool for supporting the supplier system of record and enhancing supplier relationships. By automating and streamlining the process with the QBR Agent, organizations can move beyond manual data compilation toward a more strategic, insight-driven approach to supplier engagement, improving both operational efficiency and the quality of executive decision-making.

With one click on “Run a QBR”, the AI Agent instantly executes on the complex agentic workflows shown above and builds a structured report that grounds the entire quarterly review process. Instead of chasing data across contracts, spend, and risk systems, procurement receives a ready-to-use QBR report that provides the current status of the supplier, context on relevant supplier sourcing and renewal activities, and recommended next steps to improve supplier-buyer alignment. The difficult and time-consuming preparation work disappears so teams can focus on the conversation while the Agent handles the compilation.

The QBR Agent itself is initiated within the supplier record with the simple direction to Run a QBR. Once the user selects this button and clicks “Next,” Levelpath immediately begins aggregating all the information that procurement teams need to ground their QBR discussion with their most strategic suppliers.

The AI Agent pulls in both the contract data and related supplier metadata to aggregate relevant sourcing, finance, and risk activity associated with a supplier review. All of this information is assembled into a comprehensive quarterly memo that contextualizes the supplier’s current financial status, sourcing activities, and prescriptive next actions to improve supplier performance and responsiveness over the next quarter.

The Levelpath QBR Agent provides:

• Executive Summaries
• Supplier Overviews
• Financial Health Summaries
• Competitive and Market Position
• Recent News
• Supplier Risk Profiles
• Contract Portfolios
• Contract Activity Details
• Recommended Next Actions

The Executive Summary condenses critical supplier information into a high-level overview suitable for leadership. It highlights the supplier’s capabilities, sourcing portfolio, key renewals, key risks, recent news, financial updates, and relevant competitive positioning data.

The Supplier Overview section provides a detailed profile of the supplier. The Financial Health Summary assesses the supplier’s fiscal status, including revenue trends, credit ratings, and other financial metrics, giving procurement teams confidence in risk and opportunity evaluation. The Competitive and Market Position section evaluates the supplier’s standing within the broader market, identifying potential risks or advantages based on recent news. The Supplier Risk Profile evaluates operational, reputational, and strategic risks.

The Contract Portfolio provides a consolidated view of all active agreements with the supplier, including recent contracts, contract value, renewal dates, payment terms, and other key contract details. The Contract Activity Detail highlights specific actions, milestones, and historical performance against contract terms.

Finally, the Recommended Next Actions section synthesizes insights from all preceding sections, offering actionable steps to optimize the supplier relationship, drive value, and ensure a productive QBR discussion.

The launch of the Quarterly Business Review Agent represents a new step for Levelpath customers. With this AI Agent, procurement teams are empowered to pursue strategic, high-value activities. By providing comprehensive insights into supplier performance, financial health, market positioning, contract activity, and recommended next actions, the QBR Agent enables teams to engage suppliers more effectively, drive value realization, and strengthen supplier relationships while improving the procurement experience.

To learn more about the QBR Agent and explore how Levelpath is helping procurement departments transform their supplier relationships, request a demo today or join one of our monthly sessions.

— Hyoun