Customer Expansion & Upsell Performance

Meridian Cloud – Commercial AM Team – Q3 2025

Net Revenue Retention (NRR): 112% – Healthy portfolio growth; two reps need support

Team Expansion ARR
$1.24M
+18% vs Q2
Avg NRR
112%
+5 pts
Cross-Sell Attach
68%
+12 pts
Upsell Conv Rate
41%
-3 pts
Avg Time-to-Exp
87d
-12d
Churn ARR
$142K
-9% vs Q2

Net Revenue Retention by Rep – Waterfall View

Cross-Sell Attach by Product Module

Expansion Pipeline Coverage Ratio

AM-Level Expansion Performance

Rep Name ↕ NRR % ↕ Expansion ARR ↕ Quota Attain ↕ Cross-Sell Attach ↕ Upsell Conv ↕ Time-to-Exp (d) ↕

Account Health Score Trend by Rep

Multi-Product Penetration Depth Score

Upsell Conversion Rate from QBRs

Expansion Deal Size Trend (Avg ACV QoQ)

Churn & Contraction ARR by Rep

Time-to-Expansion Distribution

Sofia Almeida leads NRR at 134% – 22 pts above team avg
2 reps below 100% NRR – immediate coaching intervention required
Payroll Module has 78% attach – top cross-sell performer