Revenue & Expansion Tracker

A complete revenue expansion tracking system for B2B account managers and CS professionals who need to actively grow their portfolio — not just retain it.

Expansion is the highest-leverage activity in account management. This tracker gives you the pipeline visibility, ARR forecasting and expansion intelligence to find, close and report on growth opportunities across your entire portfolio.

What's included (4 sheets):

01 — Expansion Dashboard
Track up to 30 accounts with Base ARR and Current ARR. Expansion $ and Expansion % auto-calculate. Filter by status: Active, Prospect, Negotiating, Closed Won, Closed Lost. Portfolio ARR summary auto-totals.

02 — Expansion Pipeline
5-stage pipeline (Identify → Qualify → Propose → Negotiate → Close) with probability tracking. Count and $ value of opportunities auto-aggregate by stage. See your pipeline health at a glance.

03 — ARR Forecast Model
Monthly H1 forecast with Base ARR, New ARR, Churn ARR, Net ARR Movement, Ending ARR, NRR% and Expansion Rate%. Built for QBR reporting and leadership presentations.

04 — How to Use
Step-by-step guide with update cadence and expansion type definitions (Upsell · Cross-sell · New Module · Seat Expansion · Contract Expansion).

Format: 1 Excel file (.xlsx)
Compatible with: Microsoft Excel 2016+ and Google Sheets
Delivery: Instant digital download
Access: Lifetime use with free updates included

Grow with clarity. Lead with purpose. — Albedo Design