Forecasting
Expansion Readiness Grid
Scores operational readiness signals for upsell motions without hype.
Overview
Grid cells show readiness dimensions — depth, sponsor coverage, ticket health — with explicit "not yet" states. Designed to keep expansion conversations grounded.
5 weeks · Remote · from SGD 11,800
Oliver Heng
Client partner with background in commercial planning for B2B SaaS.
Included capabilities
- Dimension weights co-designed with sales ops
- Color-blind safe palette option
- CSV export for CRM notes
- Workshop playbook for "not yet" accounts
- Quarterly refresh cadence baked in
Outcomes teams track
- Fewer premature expansion pushes
- Cleaner coordination between CS and sales
- Shared criteria visible in CRM snippets
Experience notes
"Not yet" became a phrase we could use without bruising relationships — oddly powerful.
Questions
Does this set quotas?
No. It informs conversations; quota models stay with your ops team.
Data latency tolerance?
We label stale cells when upstream sync misses SLAs you define.
What we refuse to do?
We will not tune weights to chase aggressive upsell targets without documented risk review.