agnes-the-ai-analyst/docs/metrics/sales/upsell_expansion.yml

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YAML

name: upsell_expansion
display_name: Upsell & Expansion Revenue
category: sales
type: sum
unit: USD
grain: monthly
table: subscriptions
expression: "SUM(delta_mrr)"
time_column: billing_date
description: "Upsell & Expansion MRR — incremental recurring revenue gained from existing customers upgrading or expanding their subscriptions."
dimensions:
- plan_type
- region
synonyms:
- expansion_mrr
- upsell_revenue
- expansion_revenue
notes:
- "Only includes positive MRR changes (upgrades, seat additions, add-ons)"
- "Excludes new business — filter on customers with prior active subscriptions"
- "Negative expansion (downgrades) is tracked separately as contraction MRR"
sql: |
SELECT
DATE_TRUNC('month', billing_date) AS month,
SUM(delta_mrr) AS expansion_mrr
FROM subscriptions
WHERE change_type IN ('upgrade', 'expansion', 'seat_add')
AND delta_mrr > 0
GROUP BY 1
ORDER BY 1