Expansion tracker
Expansion usually gets worked from memory and gut feel, which means it gets worked last. This builds a ranked list from the growth signals already sitting in your export, so the next expansion conversation is chosen by evidence rather than by whoever emailed you most recently.
“An expansion finder that ranks my accounts by upsell potential using seat growth and product usage, with talking points for each account”
What you get
- Accounts ranked by expansion potential, strongest signal first
- The specific signals behind each ranking, visible not hidden
- Talking points per account so the call has a starting shape
- Current spend beside potential, so the size of the move is clear
- A view you can bring straight into a pipeline review
Who it is for
CSMs and account managers carrying a growth number alongside retention.
Replaces
Use it instead of working expansion from memory at the end of the quarter.
It builds around your data, not sample rows
Attach a CSV or an Excel export and the tool is rebuilt around your real columns and rows. Change anything by saying what to change in your own words. Publish it to a link when you want your team to see it.
Build your expansion tracker