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Quarterly Value Report

Show clients exactly what their strategy is delivering 

The Quarterly Value Report (QVR) tracks how your clients’ cost-containment strategies are performing throughout the year, so you can demonstrate savings, reinforce your strategy, and lead every check-in with confidence. 

What’s inside the Quarterly Value Report?

Every report includes:

Total value delivered by the Savings Engine that quarter

How each program is performing and the associated savings

The detail behind every figure, there when a client wants to go deeper

Communicating your value just got easier

The QVR gives you everything you need to show up prepared, guide the conversation, and demonstrate results without the manual work.

Eliminate manual reporting 

Savings Engine performance comes together in one place, ready to share before every meeting.

Guide what happens next 

See what’s working, what’s not, and where to focus so every conversation moves strategy forward. 

Demonstrate measurable impact

Turn program utilization into tangible savings, making your value clear and renewal conversations easier.

How to use the QVR in client conversations 

Renewal season

A client is questioning whether to continue their strategy heading into renewal. You pull up the QVR and walk through $300K in savings across three quarters. No scrambling, no uncertainty. 

Mid-year check-in 

The QVR flags a specialty drug carve-out program that’s significantly underused. Instead of a routine update, the meeting becomes a targeted conversation about plan design and employee communication. 

New client onboarding

A new client wants to understand what success looks like. You use a sample QVR to show exactly how performance will be tracked and reported. 

Ready to see the QVR in action?

Consultants who qualify for portal access can view their clients’ QVRs in the QVR Portal. Please contact your Pareto Account Manager for assistance reviewing and navigating your clients’ QVRs.