Expansion Pipeline Tracker Template
$20.00
Turn expansion from a few good ideas into a pipeline with owners, dates and a number you can forecast.
Expansion only shows up in the forecast when somebody writes it down, gives it an owner and a date, and checks on it every week. When it lives in a CSM's head or a stray chat thread, it doesn't get forecast and it rarely gets closed. This tracker puts CS and Sales on one list.
Every opportunity gets a type, a source, a CS owner and a sales owner, ARR potential, a stage and a close date. Six stages carry default probabilities you can change once you know your real close rates, so weighted ARR becomes the number you forecast. Rows nobody has touched in 30 days get flagged as stale, right next to passed close dates and overdue next steps. The Summary compares your pipeline to your target with coverage and win rate, then breaks it down by stage, close month, quarter, CS owner and type, with two charts. The guide includes the agenda for a 30-minute weekly pipeline review with Sales.
What's included
Expansion Pipeline Tracker template in Excel, plus a make-a-copy link for Google Sheets
4 tabs: start here, settings, pipeline and summary
6 stages with default probabilities, weighted pipeline and flags for stale and overdue rows
Summary with target, coverage and win rate by stage, month, quarter, owner and type, with two charts
A step-by-step PDF guide with a made-up worked example, a weekly pipeline review agenda and the mistakes to avoid
A Steal This expansion pipeline check
Who it's for
CSMs, account managers and CS leaders who find or close expansion, and the Sales leaders they work with.
How it works
Digital download. Your files are ready right after checkout. Open the Excel file, or use the link included with your download to make your own copy in Google Sheets. No physical item will be shipped.
Bundle and save
This template is part of the Expansion and Value Bundle: 8 templates for $79, about half the price of buying them one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.
Quantity