Intentkiln

Last verified 2026-07-14

agency qbr fee appendix template

QBR fee appendices rot as PDFs. Prefer an unlocked payouts URL you can re-export before the next quarterly.

See Netkiln sample pagePaste your payouts CSV

The actual problem

QBRs need a repeatable fee appendix, not rebuilt Excel.

Do this

  1. Standardize CSV → page per client-quarter.
  2. Unlock clean.
  3. Link from the QBR PDF.
  4. Re-run next quarter.

Tools for this job

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Netkiln turns a Stripe or PayPal payouts CSV into a public revenue-health page — score, fees, refunds, daily net. Preview the sample, then paste yours.

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