ExpandIQ
by Gradient MSP
Analyzes existing client accounts to identify missed services, margin leakage, and necessary price adjustments, providing actionable insights for upsell, cross-sell, and overall revenue growth.
How MSPs use it: run it yourself
About
Analyzes existing client accounts to identify missed services, margin leakage, and necessary price adjustments, providing actionable insights for upsell, cross-sell, and overall revenue growth.
Overview
ExpandIQ from Gradient MSP analyzes your client accounts using data synced from your PSA. It shows which services each client is missing from your product list, such as security awareness training, SaaS backup or MDR, so you can target upsells and cross-sells. It also reports profitability by client, by service and by vendor, and highlights where you're losing margin or overdelivering as contracts drift and vendor prices change. You can group results by account and category in scenarios such as account upsell opportunities.
Gradient integrates with vendors including Cyrisma and EasyDMARC for billing reconciliation.
It suits MSPs that want to find unsold services and margin gaps across existing clients.
AI & Automation
The product automates the analysis of client data to identify upsell/cross-sell opportunities and profitability issues.