Using OneDrive workspaces to maintain QBR history and monitor quarterly account performance changes

Hi Marketplace community,

I wanted to share a practical Microsoft 365 agent pattern we have been working on for recurring account-review workflows.

In merchant services, quarterly business review preparation often starts with the same basic ingredients: a CSV or TSV export, a set of merchant accounts, performance metrics, PowerPoint scorecards, and follow-up notes. The challenge is not just generating one review. It is maintaining a repeatable QBR history across many accounts and making it easier to spot what changed from one quarter to the next.

With https://marketplace.microsoft.com/en-us/product/WA200010195, we are exploring a Microsoft 365-native workflow where the agent helps account teams:

- Generate QBR scorecards for one merchant or multiple merchant accounts from CSV/TSV data.

- Create PowerPoint outputs for each account.

- Save each run into an organized OneDrive workspace.

- Maintain an index of accounts and per-account status for the run.

- Support follow-up workflows with draft email content.

- Use sample workbook content to demonstrate quarter-over-quarter change detection across volume, authorization performance, acceptance cost, disputes, and refunds.

The core adoption pattern is simple: use OneDrive not just as file storage, but as the persistent workspace for recurring business reviews. Each QBR run becomes easier to revisit, share, compare, and operationalize.

For teams managing many customer or merchant accounts, this turns QBR preparation from a one-off deck-building task into a more durable account-performance workflow.

I would be interested to hear how other Marketplace builders are approaching similar patterns:

- Are you using OneDrive or SharePoint as the durable workspace for agent-generated outputs?

- How are you helping users compare business performance across reporting periods?

- Are customers asking for more “history and change tracking” rather than just one-time generated artifacts?

The app is listed on Microsoft Marketplace here: https://marketplace.microsoft.com/en-us/product/WA200010195