Expansion Opportunity Analysis

Template placeholders

Replace every {{...}} before enabling. See the setup checklist reference for the full setup list.

• {{EXPANSION_OWNER}} — Person who owns expansion revenue and approves every play
• {{CRM}} — Your CRM (e.g. HubSpot, Attio) — source of closed-won deals and contact records
• {{BILLING_SOURCE}} — Your billing/subscription system (e.g. Stripe) — source of truth for plan, price, and purchase history
• {{USAGE_SOURCE}} — Your product's usage data (analytics warehouse, admin DB, or usage API)
• {{USAGE_UNIT}} — Your consumption unit (credits, API calls, seats, events, records)
• {{HIGH_UTILIZATION_THRESHOLD}} — Utilization level that counts as "at the ceiling" (default: 90% of the monthly allocation)
• {{OVERAGE_MULTIPLIER}} — Ratio of the on-demand/overage rate to the committed per-unit rate (default: 2.0×)
• {{CONSERVATIVE_FACTOR}} — Multiplier on trailing average usage for the conservative proposal (default: 0.90)
• {{GROWTH_FACTOR}} — Multiplier on trailing average usage for the growth proposal (default: 1.50)
• {{COMMIT_DISCOUNT}} — Per-unit discount for the larger commitment (default: 10%)
• {{INACTIVITY_WINDOW}} — No-usage window that disqualifies an account from expansion outreach (default: 30 days)