Most teams track what’s easiest to see—usage, adoption, and project milestones.

Those metrics are necessary, but they don’t reflect what the people making renewal and expansion decisions care about.

When your story stops at day-to-day activity, dashboards might look green while executive sponsors stay unconvinced.

That’s when renewals come under pressure and expansion conversations fall flat.

To protect and grow revenue, you need to define success across every level of your customer’s organization and connect those metrics into a clear, defensible story.

With this checklist, you’ll learn how to:

• Identify and align on success metrics at the corporate, business unit, and project level
• Use the Triple Metric framework to connect tactical activity to strategic outcomes
• Build a plan to track, report, and defend progress with your customer long before renewal pressure hits

If you want your customer conversations to support renewal and expansion opportunities, not just report activity, this checklist is for you.