Sales Leaderboard Dashboard

Customer Expansion & Upsell/Cross-sell — Q3 2024

Total Expansion ARR
$2.18M
+18%
Avg NRR by Book
117%
+4pp
PQA Conversion
42%
+7pp
Pipeline Coverage
3.2x
Target: 3.0x
Cross-sell Attach
68%
+12pp
Avg Deal Cycle
42d
-8 days

NRR Waterfall by Rep — Q3 2024

Expansion ARR: Upsell vs Cross-sell by Rep

PQA Conversion Funnel

PQAs Identified 127
Engaged (QBR/Demo) 89 (70%)
Proposal Sent 64 (50%)
Closed-Won 53 (42%)

Book Penetration Map — Expansion ARR per Account vs Account Count

Cross-sell Attach Rate by Product Family

Expansion Deal Cycle Time Distribution

Expansion Rep Leaderboard — Q3 2024

Rank Rep Expansion ARR NRR PQA Conv. Deals Avg Deal Size Cross-sell% Status

QBR-to-Expansion Conversion

QBRs Conducted 142
Resulted in Expansion Opp 48 (34%)
Closed Expansion 31 (22%)
Target: 35% QBR→Expansion
Currently at 22% — gap of 13pp

Churn-Risk Account Engagement

High-risk accounts (NPS<30) 23
Engaged in last 30d 19 (83%)
83%
Med-risk accounts (NPS 30-60) 41
Engaged in last 30d 28 (68%)
68%
4 high-risk accounts not engaged in 30d

Competitive Displacement in Expansion Deals

Total Displacement Wins
14
26% of expansion deals
Most Displaced
Snowflake
6 wins, avg +$78K ARR
Top Displacer
Isabel Moreau
3 wins, $234K ARR
Displacement Breakdown
Snowflake
6
Databricks
4
AWS Redshift
3
Other
1