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In DevelopmentAnalytics System

Expansion Revenue Radar

Detect which SaaS accounts are ready to upgrade from product usage, limit pressure, and billing signals.

Revenue Radar dashboard for Northwind Apps showing expansion pipeline, upgrade-ready, urgent accounts, and conversion-rate tiles above a top-opportunities table with intent scores.
Expansion dashboard

What it solves

SaaS companies miss expansion revenue because upgrade signals are scattered across product analytics, billing systems, CRM notes, support tickets, admin dashboards, plan limits, and user behavior. There is no single place that turns usage activity into a ranked, explained list of upgrade-ready accounts with a recommended next action.

Built for SaaS founders, growth teams, customer success managers, sales managers, account executives, and revenue operations teams.

Overview

Companies define their plans, usage limits, and premium features, then feed in account/user data and product events through an ingestion API. The system computes deterministic upgrade-intent, expansion-value, urgency, and confidence scores with reason codes, then ranks accounts on a dashboard showing current plan, recommended plan, estimated expansion MRR, main reason, and recommended action. An account detail view explains why each account is likely to upgrade, and an AI layer drafts outreach messages grounded in real behavior. It also includes an embeddable overlay widget, CRM connector scaffolding, opportunity/campaign tracking, and expansion reports.

What this demonstrates

It proves a deterministic scoring engine driven by event ingestion and usage snapshots, reason-code generation, and expansion-revenue estimation, kept separate from an AI layer that only writes copy from real data. It also builds a secure, domain-allowlisted embeddable overlay and encrypted-token CRM connector architecture.

What makes it different

This is not a generic analytics dashboard. It is a revenue intelligence layer for SaaS expansion that finds the customers most likely to pay more before they ask.

  • Revenue-focused, not analytics-heavyBuilt to convert, not to build dashboards.
  • Every recommendation explains whyEach opportunity carries reason codes.
  • Deterministic scoringAI can explain and write outreach, but scoring is deterministic.
  • Never invent usage dataScores use only real tracked behavior.
  • Prioritize by likelihood and valueRanked by upgrade intent and expansion value.
  • Recommend the next best actionEach account gets a concrete recommended action.

Core capabilities · 16

  • Authentication & Workspace

    Workspaces, companies, and an Owner/Admin/Manager/Viewer role model.

  • Company Profile

    Company revenue, ARPA, and upgrade-goal configuration.

  • Plan Management

    Subscription plans, pricing, seat limits, and upgrade paths.

  • Usage Limits

    Configurable limit types with warning thresholds and hard/soft caps.

  • Premium Features

    Gated features mapped to required and upgrade plans.

  • Account Tracking

    Tracked customer accounts with plan, MRR, seats, and scores.

  • User Tracking

    Per-user activity, admin flags, and event counts.

  • Event Ingestion

    Frontend script, backend API, and manual event creation.

  • Upgrade Intent ScoringUpgrade Intent Score

    Deterministic 0-100 score from behavioral signals with reason codes.

  • Expansion Value ScoringExpansion Value Score

    Estimates recommended plan and expansion MRR/ARR.

  • Recommended Actions

    Suggests self-serve prompt, outreach, offer, or trial.

  • AI Outreach

    Generates upgrade emails and messages from real account behavior.

  • Overlay Widget

    Embeddable card showing upgrade intelligence on internal admin pages.

  • CRM Connector Architecture

    Scaffolding and task export for HubSpot, Salesforce, and others.

  • Campaign & Action Tracking

    Opportunity lifecycle from new to converted or dismissed.

  • Reports

    Weekly expansion, forecast, and board summary reports.

How it works

  1. Create workspace and SaaS company profile
  2. Define plans, limits, and premium features
  3. Install the tracking script or use the event API
  4. Events attach to accounts and users
  5. Usage snapshots track limit pressure
  6. Deterministic scoring produces intent and value scores
  7. Dashboard ranks upgrade-ready accounts with reasons
  8. Assign, generate AI outreach, and convert

How the score works

Upgrade Intent Score

  • Limit pressure

    Repeated limit hits and usage above 80% of plan.

  • Locked feature attempts

    Tries to use features gated behind higher plans.

  • Pricing & billing interest

    Pricing and billing page visits.

  • Team growth

    Multiple teammates invited and seats added.

  • Usage velocity

    Increasing usage and feature depth over time.

  • Admin activity

    Elevated admin activity on the account.

  • Recency

    Recent activity weighted over stale activity.

Key screens

  • Opportunity DashboardRanked upgrade-ready accounts with metrics and filters.
  • Account DetailUsage timeline, limit pressure, reason codes, and recommendation.
  • Plan & Limit SetupPlans, usage limits, and premium features.
  • AI OutreachGenerated upgrade messaging, editable and copyable.
  • Overlay WidgetEmbeddable in-app upgrade intelligence card.
  • CRM ConnectorsProvider cards and task export.
  • ReportsExpansion opportunity and forecast reports.

Data model

  • User
  • Workspace
  • WorkspaceMember
  • Company
  • SubscriptionPlan
  • PlanLimit
  • PremiumFeature
  • TrackedAccount
  • TrackedUser
  • ProductEvent
  • UsageSnapshot
  • UpgradeOpportunity
  • OpportunityAction
  • AIMessage
  • IntegrationConnection
  • OverlayInstall
  • ExpansionReport
  • ReportShareLink
  • AuditLog

Screens · 7

Opportunity detail for Globex Corp with upgrade intent, expansion value, urgency, and confidence scores, a numbered upgrade-readiness list, and actions plus AI outreach.
Account upgrade opportunity
Intelligence screen ranking six accounts by best expansion, with score, confidence, top reason, recommended action, plan, MRR, and last-active columns.
Ranked expansion intelligence
Accounts table for Northwind Apps listing six customer accounts with plan, status, MRR, seats, intent, health, and churn, plus search and filters.
Accounts list
Events screen with an events-per-day stacked bar chart by event type, an activity log of product events, and a panel showing the ingestion API request format.
Product events feed
Overlay widget settings explaining the embeddable read-only insights card, with embed code, public install key, and allowed-domains configuration.
Overlay widget setup
Integrations screen with recommended setup steps, a not-connected Stripe billing card, and product-analytics connectors for Segment, PostHog, Mixpanel, and Amplitude.
Integrations
Settings screen with company profile, account details, an AI intelligence panel marked Missing, an ingest-keys table, and a danger zone to delete the workspace.
Settings

How it is built

A Next.js/React app backed by Prisma over SQLite in development and Postgres in production, with custom JWT auth and encrypted token storage. Scoring is deterministic in dedicated modules; an Anthropic integration (called directly) generates outreach and explanations; and Resend sends transactional email.

APIs and services

Anthropic
Resend

Classification

Capabilities
AnalyticsDashboardsAI AutomationReportingCRMMulti-Tenant ArchitectureAuthentication
Technologies
Next.jsNode.jsReactTailwind CSSTypeScriptPrismaSQLitePostgreSQLZod

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