Expansion worklist board for accounts whose revenue grew

Build me an expansion worklist app for our account executives. It turns recent revenue growth signals into a board the team actually works through, one account at a time, rather than a report someone reads once and forgets.

The main view is the expansion board. Pull recent MRR affecting events from ChartMogul with List Activities across a lookback window the user controls, group those activities by customer, and keep the accounts whose MRR grew over that window. Rank the board by the size of the MRR increase, largest first, and hide anything below a minimum MRR change threshold the user sets so small noise does not fill the board.

Enrich every account card. Use List Customer Subscriptions (Metrics) in ChartMogul for the customer's current plans and current MRR. Use the ChartMogul LTV metric to show lifetime value context next to the growth number, so a rep can tell a big account from a small one that happened to jump. Then match the account in HubSpot: Search Companies for the company record and its owner, and Search Deals for any open pipeline already attached to that company, so a rep can see whether a teammate is mid deal before reaching out.

Each account is a card a rep can claim. A claimed card shows who took it, and every card moves through the stages new, researching, reached out and closed. Save the claim and the stage per user in the app's own storage so the team can split the list without stepping on each other and the board remembers where everyone left off. Do not write claim or stage back to ChartMogul; this is app state, not billing data.

From a card the rep can act without leaving the app. Add Tags to a Customer in ChartMogul marks the account as an upsell target. Create a Note or Call Log in ChartMogul records what happened on outreach. HubSpot Create Task schedules the follow up, associated to the company and assigned to its owner. Slack Send a Message hands the account to a teammate, with the growth number and the account context already in the message.

Include a secondary filter for accounts that contracted recently, built from the same activity data but keeping the customers whose MRR fell over the window. Use the same card layout and the same actions, so a rep can catch a shrinking account before its renewal comes up.

Put the lookback window and the minimum MRR change threshold in a settings area on the page so the user can retune the board without editing anything. Default to the last 30 days and a sensible floor on the change amount.

One data note: ChartMogul returns monetary amounts as integers in cents, so convert before display and format the current MRR, the change and the lifetime value as proper currency.