Hitting a plan limit doesn't guarantee an upgrade. Most accounts sit at the ceiling for weeks before anyone acts. This funnel uses real subscription state-change events to show where that stall actually happens.
Report produced by this recipe.
Builds a funnel from real subscription_updated events tracking accounts from hitting a plan limit through to upgrading, with time-to-convert measured at each step.
an account-expansion funnel with per-step conversion time
Configure and materialize the report described below.
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Account-level engagement (rolled up from all users on the account) tracked over time — identifies expansion vs. churn-risk accounts.
Active accounts showing health deterioration — CSM intervention needed.
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