> ## Documentation Index
> Fetch the complete documentation index at: https://quikirr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Callout type="warning">
  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.
</Callout>

When you **Confirm Structure** during ingestion, map the **Product** column in addition to **Customer**. Quikirr stores that mapping and unlocks Cross-Sell everywhere else.

***

## 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.

***

## Excel Output Details

<img src="https://mintcdn.com/quikirr/xIRaGjBuBRBt9dNh/images/cross-sell/CrossSellMatrix.png?fit=max&auto=format&n=xIRaGjBuBRBt9dNh&q=85&s=7a37a6bc784755c0073e79bd70216648" alt="Excel – Annual Cross-Sell matrix" className="rounded-xl border border-gray-200 shadow-sm" width="1028" height="416" data-path="images/cross-sell/CrossSellMatrix.png" />

**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.

***

## 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.

<Callout type="info">
  Cross-Sell bars appear only when the stacked dimension is **Product** and the cube contains valid customer-product rows.
</Callout>

***

## Workflow Recap

<AccordionGroup>
  <Accordion title="1 · Structure Right">
    Make sure your cube is **Customer × Product**. Map the Product column during ingest.
  </Accordion>

  <Accordion title="2 · Add Cross-Sell in Workbook Designer">
    Pick periods and optional filters; Quikirr prepares the matrix sheets.
  </Accordion>

  <Accordion title="3 · Generate Excel">
    Heat-map matrices and a calc tab arrive fully formatted.
  </Accordion>

  <Accordion title="4 · (Optional) Combine with Waterfalls">
    Use Stacked Waterfalls on Product and enable the Cross-Sell component for a green expansion bar.
  </Accordion>
</AccordionGroup>
