ACU Adoption Journey — Customer Engagement View STATIC SNAPSHOT · JUL 15, 2026

All 605 active customers (Salesforce), one row per customer with all instances aggregated — including Stage 0 accounts with no ACU usage or no pool provisioned. Stages come from real usage — pipeline shows only as buying-window context. Hover any column header, tag or KPI for how it's derived.

📐 How this works (30-second version)

RowOne Salesforce account. All tenants (prod + non-prod) summed; Env column shows the split.

Stage0·Not Provisioned no ACU pool · 0·No Usage provisioned but idle · then pool utilization (consumed ÷ provisioned): 1·Exploring <25% → 2·Activated 25–50% → 3·Expanding 50–75% → 4a·Purchased, idle bought ACUs, <1% used · 4b·Scaling 75%+ or purchased & consuming.

Score /100Journey position 40 (stage reached + progress within) · ACU engagement 30 (ACU share of interactions ×18 + ACU volume ≤12) · 7-day velocity 15 · product breadth 10 · prod-environment share 5. Higher = further & faster in the ACU adoption journey.

ACU focusEvery interaction (recorded call, calendar invite, SF email/call/task/meeting, 90d) is tagged ACU-related if its title/subject/notes mention ACU or an ACU product (Agent Studio, Data Quality, Data Product, Curation). The % = ACU-tagged ÷ all interactions.

PipelineNever in stage or score. "Buying window" = closed-won ACU purchases ($ from quote lines) + open ACU-SKU opps (stage · ACU $ · close date); quote $ missing/zero/token → flagged ⚠, never estimated. RENEWAL RISK = window ≤120d while still stage 1–2.

DenominatorAll 605 active customers (Salesforce Active_Customer__c) are rows — Stage 0 covers no-usage and not-provisioned accounts; engagement signals are collected fleet-wide (Salesforce activity & pipeline for all accounts; recorded calls & calendar wherever the account is tagged / domain-mapped). 27 non-active Sigma-metered accounts also shown, badged NOT ACTIVE. ARR from Sigma MASTER_ARR (Jun 30 2026 ending balance; fleet $157.7M / 516 ARR-carrying accounts, 505 matched to rows (incl. a few non-active)).

SourcesCaptured Jul 15 2026: Sigma ACU meter (~24h lag) · recorded calls incl. full Momentum/Zoom transcripts · Google Calendar export (#sales-external-meetings-csv-export) · Salesforce activity & pipeline · Slack (ALL public channels — #customer-*, #acu-help, Momentum call summaries) + Program Valor notes.

🗂 Sources & datapoints — what comes from where

Sigma · ACU meterFACT_CLOUD_ACU_DAILY_SNAPSHOT (~24h lag) → ACUs consumed & provisioned pool, utilization % (stage delimiters), PAID/FREE plan, Δ7d momentum, prod vs non-prod split, instance list, product mix (Agent Studio / Curation / Data Product / Data Quality), official rate card (Jul 2026 T&Cs): Curation/DPM auto-gen 0.05 per AI write · DQ 0.075 per check · Agent Studio 0.25 per call · CDM 1.0 per critical object/day · DPM chat/API/export 0.5 · DPM listing 1.0 per DP/day; ACUs allocated annually, expire each ACU Year. Weekly per-instance & per-product consumption chart (Sunday-start weeks, Apr 26 → Jul 12 · last week partial (snapshot Jul 15); first week partial — metering began Apr 29).

Sigma · Recorded callsDIM_MEETING + DIM_MEETING_TRANSCRIPTS (Clari / Momentum / Granola) → recorded-call counts 30/90d, last-meeting date, ACU-tagged calls — titles, summaries and FULL transcripts scanned.

Slack → Sigma · Calendar#sales-external-meetings-csv-export weekly CSV → "G Meeting" table → external calendar meetings 30/90d, distinct external attendees, ACU-titled meetings. Mapped to accounts by attendee email domain (heuristic).

Salesforce · AccountsActive_Customer__c = true → the 605 rows & denominator, account owner, Billing Country/State → geography & region/country filters.

Salesforce · ActivityTask/Event by subtype, 30d AND 90d windows → emails ✉, calls ☎, synced meetings 📅, tasks ✓, plus ACU-subject-tagged counts. All active accounts.

Salesforce · PipelineOpportunityLineItem with ACU SKUs (Cloud Subscription – ACU / Starter / Growth / Enterprise / Scale) → buying window: closed-won purchases (ACU $ from quote lines) and open opps (stage · ACU-line $ · close date). Missing/zero/token ACU $ on a quote → flagged ⚠, never estimated. Context only — never a stage or score input.

Sigma · MASTER_ARRJun 30 2026 Ending Balance (USD-converted) → ARR column; fleet $157.7M across 516 ARR-carrying accounts — includes ~9 non-active accounts; 505 matched to rows.

Slack · field intelALL public channels (#customer-*, #acu-help, #sales, squad + Momentum call-summary channels) → per-account notes in the Details pop-up.

Google Drive"Program Valor: Intel from the Front Lines" → per-account field intel notes in the Details pop-up.

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