Customer Expansion & Upsell/Cross-Sell KPIs

NRR Growth & Expansion Intelligence | Meridian Cloud | Q2 2024

NRR
112.4%
+4.2%
Expansion ARR Rate
18.7%
+2.1%
Upsell Conv. Rate
24.3%
-1.8%
Cross-Sell Attach
31.2%
+5.4%
Time to Expansion
127d
-14d
Pipeline Coverage
2.4x
+0.3x

Expansion ARR Trend (12 Months)

Segment Conversion Funnel

Account Expansion Propensity Map

X: Product Usage Score | Y: Champion Engagement | Size: ARR

Expansion Win Rate

Churn-Risk Overlap

14.7%
of expansion pipeline in at-risk accounts
$558K ARR flagged
⚠ Above 12% threshold
Immediate CSM alignment required

Top Reps Attainment

Sofia Reyes 138%
Marcus Chen 114%
Priya Kapoor 96%
James Wilson 78%
David Park 52%

Account Expansion Intelligence

Account Name ARR Usage Score Champion Score Health Expansion Opp Est. Value Owner
Vertix Financial $187K 89 94 Green Multi-product bundle $74K Sofia Reyes
Cascade Banking $142K 82 78 Green Tier upgrade $42K Marcus Chen
Meridian Capital $215K 76 88 Yellow Analytics add-on $56K Priya Kapoor
Apex Treasury $94K 91 72 Green Seat expansion $28K Sofia Reyes
Quantum Advisors $168K 68 81 Red Retention + upsell $38K David Park
Summit Holdings $203K 84 86 Green API tier unlock $61K Marcus Chen
Crestline Partners $127K 73 69 Yellow Cross-sell attempt $31K James Wilson
Horizon Wealth $156K 87 92 Green Enterprise upgrade $89K Priya Kapoor

Expansion by Product Line

Time-to-Expansion Distribution