Operations Guide

AI Expansion Revenue Accepted-Expansion Capacity Scorecard for RevOps Teams

Expansion programs leak revenue when win rate, accepted expansion quality, and touch capacity are tracked in separate systems. This scorecard aligns all three in one operating cadence.

Implementation Steps

1. Set baseline and target for expansion win rate, accepted expansion share, and median time-to-expansion.
2. Map required weekly expansion touches versus pod throughput and enforce coverage ratio targets above 1.00.
3. Generate Week 1 to Week 12 checkpoint targets for accepted expansion deals and incremental quarterly revenue run-rate.
4. Escalate checkpoints that miss quality, speed, or capacity thresholds and reassign owners within one review cycle.

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