Skip to content
Gallery
Customer Success Handoff and Management Template
Welcome - why create a handoff doc?
Customer Success New Deals
AE Deals to Handoff to CS - Joe
Salesforce csv import
More
Share
Explore
Customer Success New Deals

icon picker
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
2024
2025
June
July
August
September
October
November
December
January
February
March
April
May
June
July
August
September
October
November
December
January
February
March
April
May
June
July
August
September
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
31
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
29
5
12
19
26
2
9
16
23
2
9
16
23
30
6
13
20
27
4
11
18
25
1
8
15
22
29
6
13
20
27
3
10
17
24
31
7
14
21
28
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
⁠

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
⁠
⁠

Size of Sales Team
00
10
⁠
⁠

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.