Expansion Revenue Tracker
Created by
ElasticFlow Team
Verified Creator
Last update
Setup time
20 minutes
What You Get
Identify expansion-ready customers automatically
Track expansion pipeline separately from new business
Prioritize accounts by expansion potential
Integrations Used
Expansion Revenue Tracker
Identify expansion opportunities, track upsell/cross-sell pipeline, and predict which customers are ready to buy more.
The Problem
What you're dealing with
No systematic expansion identification
Usage signals aren't monitored
AMs don't know who's ready to expand
Expansion pipeline isn't tracked
The Solution
How we fix it
Automated expansion scoring
Usage-based opportunity detection
Prioritized account lists
Expansion playbook automation
Expansion Revenue Tracker
Identify expansion opportunities, track upsell/cross-sell pipeline, and predict which customers are ready to buy more.
Expansion Pipeline
Expansion-ready customers with opportunity scores
Expansion Signals
$615K pipeline35 active deals| Company | Contact | Stage | Deal Value | Expansion Signals | Next Step | Touchpoints |
|---|---|---|---|---|---|---|
A Acme Corp Outbound | John Smith VP Sales | Proposal | $180,000 60% probability | Key metric signal detectedSecondary signal identified | Executive sponsor call Tomorrow | 1564 |
T TechStart Inc Referral | Sarah Lee CRO | Negotiation | $95,000 75% probability | Monitoring signal | Contract review 2 days ago | 2286 |
E Enterprise Co Inbound | Mike Johnson VP Ops | Discovery | $250,000 35% probability | Action needed soonRecently resolved | Technical review Next week | 832 |
G GrowthScale Event | Lisa Wang CEO | Qualified | $120,000 50% probability | Urgent attention required | Executive briefing This week | 1043 |
Common Expansion Signals
Based on 35 active deals
Expansion Signals Categories
4 categories with severity levels and examples
Examples by Severity
Proactive outreach with upgrade discussion
Severity Gradation System
How expansion signals are classified and prioritized
Hot
Reach out within 24-48 hours
High-intent expansion opportunity - act now
Warm
Include in monthly outreach
Positive signals worth nurturing
Future
Add to nurture sequence
Long-term opportunity to track
Won
Document playbook for similar accounts
Expansion opportunity converted
Real-World Scenarios
See how expansion signals tracking works in different situations
HyperGrowth Inc
Startup scaling quickly with our product
Closed 6x expansion with multi-year commitment
Make It Yours
ElasticFlow is fully customizable — add your own categories, rules, playbooks, and metrics
Custom Expansion Categories
Define your own taxonomy beyond the default categories
- Add industry-specific expansion types
- Create subcategories for granular tracking
- Rename categories to match your methodology
- Set category priorities and weights
Automation Rules
Trigger actions automatically when expansion are detected
- When critical expansion detected → Alert manager
- When threshold exceeded → Create task
- When pattern identified → Send notification
- When resolved → Update CRM
Response Playbooks
Attach guides and best practices to each category
- Link templates for common scenarios
- Attach battle cards and talk tracks
- Include historical resolution data
- Add video training for complex cases
Custom Scoring Weights
Adjust how metrics impact overall scores
- Increase weight for deal-blocking factors
- Adjust by deal size or stage
- Factor in historical patterns
- Custom formulas for health scores
CRM Field Mapping
Control exactly where data lands in your CRM
- Map to custom CRM properties
- Create dedicated tracking objects
- Sync to Deal/Contact/Account
- Update stage based on metrics
Alert Configuration
Get notified about metrics that matter
- Slack alerts for critical issues
- Daily digest by category
- Email when metrics persist
- Manager escalation paths
Start with Templates, Customize as You Go
Every workflow comes with sensible defaults that work out of the box. As you learn what matters for your team, customize categories, add playbooks, and build automation rules. Your configurations are versioned and can be shared across your organization.
What You Can Build
Turn expansion signals data into strategic advantage
Net Revenue Retention
Maximize NRR through proactive expansion
Account Prioritization
Focus expansion efforts on highest-potential accounts
What You'll Get
Identify expansion-ready customers automatically
Track expansion pipeline separately from new business
Prioritize accounts by expansion potential
Improve net revenue retention
Customize to Your Needs
This workflow is fully customizable to match your specific business needs:
Add or remove integrations - Connect any tools from our marketplace to extend functionality
Adjust logic and conditions - Modify triggers, filters, and branching logic to fit your processes
Map custom fields - Define how data flows between your tools with our visual field mapper
Set up notifications - Get alerts when workflows complete, fail, or need attention
How to Set Up
Get started in 20 minutes with these simple steps
Connect Salesforce
SalesforceAccess account and opportunity data
Define Expansion Triggers
Set signals like usage thresholds, feature requests
Configure Scoring
Weight factors for expansion readiness
Set Up Playbooks
Define outreach sequences for different expansion types
Enable Tracking
Start identifying and tracking expansion opportunities
Need Help or Want to Customize This?
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