Customer 360 — Revenue Expansion & Upsell Intelligence

Crestline Ops • Q4 Week 9 • 890 Active Accounts • $22.7M ARR

Current NRR
107.3%
+4.3% vs. target
Avg ERS
68.2
+2.1 MoM
Expansion Pipeline
$2.63M
2.1× coverage
High-ERS Accounts
127
34% conv. rate
Avg SUPI
82.4%
12 accts >95%
Multi-Product %
41.2%
+6.8% YoY

Expansion Readiness Score — Account Scatter Map

Enterprise
Mid-Market
SMB

ARR Expansion Waterfall — Q4 Cumulative

Expansion by Segment

Cross-Sell Whitespace Heatmap

Core
Analytics Pro
Workflow+
API Access
Enterprise
Enterprise
100%
67%
44%
89%
78%
Mid-Market
100%
31%
52%
63%
12%
SMB
100%
18%
34%
41%
3%
Penetration rate by product line & segment

Time Since Last Expansion — Distribution

Expansion Pipeline by CSM — Stage Coverage

Multi-Product Penetration

Exec Sponsor Engagement

Expansion Conv. by ERS Tier

High-ERS Account Priority Table

Account Segment ARR ERS SUPI TSLE (days) Whitespace CSM Next Action
Horizon Manufacturing Enterprise $287K 94 96% 127 Analytics Pro Sarah Chen QBR scheduled 12/18
Apex Logistics Mid-Market $64K 91 89% 214 Workflow+, API Marcus Lee Seat expansion proposal
Redstone Capital Enterprise $412K 88 82% 91 Enterprise tier Sarah Chen Cross-sell outreach
Vertex Systems Mid-Market $53K 86 94% 183 Analytics Pro Jordan Park Usage review call
Brightview Partners Enterprise $198K 84 78% 156 Workflow+ Alex Torres Feature demo booked
Cascade Analytics Mid-Market $71K 79 88% 267 API Access Marcus Lee Awaiting champion intro
Summit Retail Group SMB $18K 76 91% 312 Analytics Pro Jordan Park Product fit validation
Clearwater Ops Mid-Market $59K 74 85% 198 Workflow+ Sarah Chen ROI case in progress

Contract Utilization Rate — Module Breakdown

ARR Expansion Velocity — Monthly

Analytics Pro Launch: Month 9 generated $187K cross-sell spike; pipeline coverage dipped to 2.1× in Month 11 post-flush.