Revlitix Reporting

New vs Upsell Pipeline Composition

Persona
CRO
VP Sales
Head of Marketing
Revenue Operations
VP of Customer Success
Donut Chart
What it is?

A high-level breakdown of total pipeline value split between New Business and Existing Business.

Why it matters?

Helps gauge whether growth is driven by new customer acquisition or existing account expansion.

Useful for spotting GTM imbalances, guiding resource allocation, and assessing forecast reliability—since upsell deals typically convert faster.

While not a daily-use report, it’s valuable during monthly pipeline reviews and planning sessions to ensure the revenue strategy remains balanced and scalable.

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