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Customer Success Handoff and Management Template
Welcome - why create a handoff doc?
Customer Success New Deals
AE Deals to Handoff to CS - Joe
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Customer Success New Deals

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High Upsell Account timeline

Use the this chart with your Account Manager to team up and expand Coda use in your accounts with high potential! 🏺
High upsell - timeline to renewal
8
Aviatrix Systems-SFDC E/P/Reveal Renewal 2020
Pilot.com- Reveal Standard Renewal 2020
Resultados Digitais- Enrichment API Renewal 2020
2023
January
February
March
April
May
June
July
August
September
October
November
December
1
8
15
22
29
5
12
19
26
5
12
19
26
2
9
16
23
30
7
14
21
28
4
11
18
25
2
9
16
23
30
6
13
20
27
3
10
17
24
1
8
15
22
29
5
12
19
26
3
10
17
24
2024
January
February
March
April
May
June
July
August
September
October
November
December
7
14
21
28
4
11
18
25
3
10
17
24
31
7
14
21
28
5
12
19
26
2
9
16
23
30
7
14
21
28
4
11
18
25
1
8
15
22
29
6
13
20
27
3
10
17
24
1
8
15
22
2025
January
February
5
12
19
26
2
9
16
23
2
9
16
23
Quarter
TodayFit
⁠
High upsell - Sorted by $ACV
8
Account Name
Opportunity Name
ACV $
Renewal Due
1
pilot.com
Pilot.com- Reveal Standard Renewal 2020
$5,200.00
4/17/2021
2
resultadosdigitais.com.br
Resultados Digitais- Enrichment API Renewal 2020
$1,200.00
3/18/2021
No results from filter
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Filter your high upsell potential accounts by team size using these slider controls, depending on if you want to focus on large Sales or Product teams:

Size of Product Team
00
12
⁠
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Size of Sales Team
00
10
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