Expansion Revenue & Upsell Intelligence

NRR Growth Through Systematic PQA Conversion • Lattice Systems • Q3 2024

Expansion MRR Rate
3.8%
+0.4% MoM
Net Revenue Retention
112.4%
+1.8% QoQ
PQA Accounts
64
22% portfolio
Pipeline Coverage
2.1x
Below 2.5x target
CSM Conversion Rate
34.4%
PQA → Opportunity
ARR Concentration
0.18
Above 0.15 threshold

Expansion MRR Waterfall by Segment & Trigger

PQA Score Distribution with Pipeline Status

Expansion Win Rate by Trigger Type

Top Expansion Pipeline Accounts

Account Tier CSM PQA Score Trigger Seat Util Potential ARR Days in Stage
Vertex Analytics MM A.K. 94 API Volume 92% $48K 12
Atlas Financial ENT M.R. 91 Seat Limit 88% $125K 8
Meridian Tech MM L.P. 87 Feature Unlock 81% $36K 23
Quantum Labs SMB S.W. 85 Usage Overage 95% $18K 5
Cascade Systems MM J.T. 83 Seat Limit 87% $42K 17
Pinnacle Group ENT M.R. 79 API Volume 76% $98K 31
Horizon Ventures MM A.K. 77 Feature Unlock 73% $29K 14
Nexus Industries SMB L.P. 75 Usage Overage 89% $22K 9

Time-in-Tier vs. Expansion Probability

Expansion MRR by Segment Over Time

CSM Expansion Performance Comparison