Customer Expansion & Upsell Forecasting

All CSMs
Riley M.
Jordan K.
Taylor S.
|
All Products
Analytics Module
Integration Suite
Enterprise Plan
Net Revenue Retention
114.7%
↑ 7.7% from Q1
Expansion Pipeline Coverage
2.3×
↓ 0.2× vs target
Unworked Expansion Signals
22.4%
34 accounts, $2.1M ARR
Upsell Attach Rate
38.2%
↑ 4.1% QoQ
Expansion ACV per CSM
$127K
↑ $18K vs Q1
Cross-Sell Velocity (days)
74
↓ 12 days vs avg

NRR Waterfall Decomposition by Quarter

Expansion Signal Score vs. Pipeline Status

Cross-Sell Velocity Matrix

Days from first product to second product adoption
Analytics
Integration
Enterprise
Base Platform
62d
89d
127d
Analytics
74d
104d
Integration
91d
98d

Expansion Forecast Waterfall Variance

NRR Trend by Customer Cohort

Unworked Expansion Signals — High-Priority Accounts

Account Signal Score Current ARR Est. Expansion CSM Owner Days Since Signal Primary Product Usage Depth
Vertex Analytics Inc.92$84,000$31,000Riley M.18Analytics87%
Cascade Retail Group89$62,000$22,000Jordan K.12Base Platform91%
Prism Logistics86$128,000$54,000Riley M.25Integration83%
Zenith Manufacturing81$47,000$18,000Taylor S.9Base Platform79%
Helix Partners79$91,000$36,000Jordan K.31Analytics88%
Meridian Health Systems76$156,000$67,000Riley M.14Enterprise81%
Apex Solutions Ltd.74$38,000$14,000Taylor S.22Base Platform76%
Quantum Freight72$104,000$41,000Jordan K.7Integration84%
Stellaris Consulting71$52,000$19,000Taylor S.19Analytics78%
Velocity Commerce70$73,000$28,000Riley M.11Base Platform82%

Expansion Forecast Accuracy by CSM

Q2 2024 — Each bubble represents a CSM; size = book ARR