Cross-Sell Analysis

Reveal product-to-product expansion paths and add an optional Cross-Sell bar to your waterfalls.

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.

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

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.

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Link to Waterfalls

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.

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Workflow Recap

1 · Structure Right

Make sure your cube is Customer × Product. Map the Product column during ingest.

2 · Add Cross-Sell in Workbook Designer

Pick periods and optional filters; Quikirr prepares the matrix sheets.

3 · Generate Excel

Heat-map matrices and a calc tab arrive fully formatted.

4 · (Optional) Combine with Waterfalls

Use Stacked Waterfalls on Product and enable the Cross-Sell component for a green expansion bar.