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Data Requirements 🔑

Cross-Sell works only when your source cube has one row per Customer × Product combination.
  1. Customer column – unique identifier for each logo.
  2. Product column – the product / service sold to that customer.
  3. Date columns – ARR (or revenue) values by period.
If your cube is aggregated at the customer level (one row per customer), Cross-Sell cannot be calculated. Make sure each product a customer buys has its own row.
When you Confirm Structure during ingestion, map the Product column in addition to Customer. Quikirr stores that mapping and unlocks Cross-Sell everywhere else.

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Add in Workbook Designer

  1. Click Export to Excel.
  2. Cross-Sell is enabled by default.
  3. Click Generate to Excel and proceed to the “A Cross-Sell” tab when done.

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Excel Output Details

Excel – Annual Cross-Sell matrix What you get
  • One heat-map matrix per year.
  • Rows = origin product; Columns = destination product.
  • Cell value = % of customers who bought destination product given they already own origin.
  • Diagonal shows logo counts (grey header row).
  • Everything is formula-driven off Cross-Sell Calculations tab.
If you need to add a Cross-Sell component to your Excel waterfalls:
  1. In Workbook Designer › ARR Waterfall > Segments.
  2. Choose Product (the same column you mapped during ingest) as the Stacked Waterfall dimension.
  3. When you generate, the Cross-Sell component appears for this product waterfalls worksheet.
Cross-Sell bars appear only when the stacked dimension is Product and the cube contains valid customer-product rows.

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Workflow Recap

Make sure your cube is Customer × Product. Map the Product column during ingest.
Pick periods and optional filters; Quikirr prepares the matrix sheets.
Heat-map matrices and a calc tab arrive fully formatted.
Use Stacked Waterfalls on Product and enable the Cross-Sell component for a green expansion bar.