Account Expansion & Upsell Intelligence Dashboard

Meridian Ops · Q4 FY25 · Last updated: Dec 18, 2024 8:45 AM PST

Expansion ARR (QTD)
$2.84M
+18% vs Q3
Pipeline Coverage
2.7x
-0.7x vs 4w ago
Expansion Win Rate
58.4%
vs 22.1% new logo
Seat Utilization Queue
89
22 Enterprise
API Growth (30d)
+340%
AI add-on spike
Avg Deal Velocity
34d
-12d vs Q3

Expansion Pipeline Funnel (Q4 FY25)

Seat Utilization Pressure (Top 40 Accounts)

Cross-Sell Surface Area Index

Expansion Win Rate by Deal Size Band

Product Engagement Velocity (90d Trend)

Expansion Opportunity Detail (Top 8 by ARR Impact)

Account ARR Impact Stage Trigger Champion Days in Stage Risk
Apex Industries $248K Negotiation Seat limit (98%) Sarah Chen (VP Ops) 12 Low
Zenith Corp $186K Proposal AI add-on usage Marcus Lee (CTO) 8 Low
Forge Systems $142K Discovery Multi-dept spread Elena Rodriguez (Dir Eng) 19 Medium
Quantum Dynamics $128K Negotiation API spike +420% David Kim (Head Product) 6 Low
Pinnacle Labs $96K Proposal Seat limit (94%) Rachel Turner (COO) 14 Medium
Helix Technologies $84K Discovery Cross-sell Analytics Tom Anderson (VP Data) 23 High
Summit Group $72K Proposal Engagement velocity Lisa Wang (Dir Ops) 11 Low
Vertex Solutions $68K Discovery Champion advocacy John Park (SVP Eng) 17 Medium

Expansion ARR Forecast vs. Target (In-Quarter Progress)

Expansion Deal Velocity Breakdown (Avg Days per Stage)

Cross-Sell Revenue by Product Line (Trailing 4Q)

Competitive Displacement Risk (Top 6 Accounts)