Expansion Revenue Tracker

Expansion Revenue Tracker — Form Fields

This sales template includes 6 fields. Log expansion revenue events from upsells, cross-sells, and add-on purchases within existing accounts. Provides a structured record of growth motions for forecasting and reporting. Free to customize and use on ZenBuild.

• Account Name (text, required)
• Account Manager (text, required)
• Expansion Type (dropdown selection, required) — options: Seat / license expansion, Product upsell (higher tier), Add-on module or feature, Cross-sell (different product)
• Original ARR ($) (number, required)
• New ARR After Expansion ($) (number, required)
• Was this expansion customer-initiated or sales-driven? (multiple choice, optional) — options: Customer reached out, Sales team proactively identified