CS Presentation Template Mappings

When you create a CS presentation template, you can embed placeholders in your PPTX file. When a customer success manager exports a summary, each placeholder is replaced with the corresponding AI-generated content. For more information, see Setting up CS Presentation Templates.

Business Review Summary Presentation Template Mappings

Use the following placeholders to map slide content to specific business review summary sections.

Business Review Summary Presentation Template Mappings

Summary Section	Title Placeholder	Content Placeholder
Executive Summary	{{executiveSummaryTitle}}	{{executiveSummaryContent}}
Key Achievements	{{keyAchievementsTitle}}	{{keyAchievementsContent}}
Risks and Blockers	{{risksAndBlockersTitle}}	{{risksAndBlockersContent}}
Expansion Opportunities	{{expansionOpportunitiesTitle}}	{{expansionOpportunitiesContent}}
Strategic Next Steps	{{strategicNextStepsTitle}}	{{strategicNextStepsContent}}
Immediate Actions	{{immediateActionsTitle}}	{{immediateActionsContent}}

Note:

Each slide can contain a title placeholder, a content placeholder, both, or neither. Slides without placeholders are included in the exported file unchanged.