Customer Potential categorises accounts by Engagement Level and Upsell Opportunity. This is displayed as a graph with an upsell and engagement axis.

Customer Potential is found on the Account Page underneath Alerts and News Feed.

An account can belong to one of these four segments:

High Engagement Level + High Upsell Potential: These customers are likely to be ready to grow.

High Engagement Level + Low Upsell Potential: Nurture this customer to keep them engaged and they are likely to renew for the same amount.

Low Engagement + High Upsell Potential: These customers are worth investing time and resources to improve engagement and unlock growth.

Low Engagement + Low Upsell Potential: These customers are at risk with little upside of investing lots of resources.