See where expansion revenue is hiding in your book
Track expansion ARR against targets, by owner, with missed opportunity detection
3 free runs to try first. No credit card required.
Expansion Revenue Tracker
Track expansion ARR against targets
What you get
Expansion ARR this period vs target with gap analysis
Top expansion deals ranked by amount with account and owner details
Owner-level expansion performance rankings
High-health large accounts with no expansion activity flagged for outreach
Delivered in under 2 minutes. Run monthly to track expansion performance against targets.
How It Works
Up and running in under 2 minutes
Connect HubSpot
One-click OAuth. Read-only access to deals and companies. Works with any HubSpot tier.
Agent Identifies Expansion Deals
Separates expansion revenue from new business, ranks performance by owner, and flags missed opportunities.
Get Your Expansion Report
Expansion vs target tracking, leaderboard, and a list of high-potential accounts with no expansion activity.
The Difference
Stop guessing. Start knowing.
Without Expansion Revenue Tracker
Expansion revenue is lumped in with new business — no separate tracking
No visibility into which CSMs are driving upsells and which aren't
Large healthy accounts with zero expansion activity go unnoticed
CRO asks about expansion performance and you need a day to pull the data
With Expansion Revenue Tracker
Expansion ARR tracked separately with period-over-period comparisons
Owner leaderboard shows who's driving expansion and who needs coaching
Missed opportunity alerts flag your biggest accounts with no expansion motion
Expansion performance report available in 2 minutes, any time
Capabilities
What's Inside
Expansion vs Target Tracking
Total expansion ARR this period compared to target with gap analysis.
Top Expansions Leaderboard
Largest expansion deals with account, amount, owner, and what was expanded.
Owner Performance
Which CSMs and reps are driving the most expansion revenue.
Missed Opportunity Detection
High-health, large accounts with no expansion activity flagged for attention.
Built for you if…
You're a CRO who wants expansion revenue tracked separately from new business
You're a VP of CS whose team owns upsell but has no expansion dashboard
You're a CS leader trying to identify which accounts are ripe for expansion
You're managing CSM performance and need to see who's driving growth
The average missed expansion opportunity is 20-30% of the account's ARR. This agent is $10/mo.
3 free runs. No credit card. Cancel anytime.
Common Questions
Read-only access via OAuth to deals, companies, and contacts. We analyze deal types, amounts, and pipeline data to identify expansion revenue. We never modify your data.
Under 2 minutes. Connect HubSpot, and the agent identifies expansion deals, computes performance metrics, and flags missed opportunities.
The agent uses deal pipeline, company associations, and deal history to identify expansion deals. If you use a dedicated expansion pipeline or deal type, it uses that directly.
Yes. Cancel in one click on agent.ai. No contracts, no minimums. Your first 3 runs are free.
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See the difference in 2 minutes
Connect your HubSpot, run Expansion Revenue Tracker, and see results before you spend a dollar. 3 free runs included.
Want every agent? Get all 39 for $25/mo