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6sense Pricing Transformation

Credit Consumption Analysis

2,115 active accounts analyzed against finalized revenue bands. Data-backed allotment recommendations + a clear list of what we can't decide yet.

For Stuart · Maggie · Amir
Date April 1, 2026
Context Input for Fri Apr 4 Credit Call
Dataset

2,115 Active Accounts — Full Base

2,115
Active Accounts
99.9% have company revenue data
$235M
Total ACV
FY26 annualized
16%
Churn Rate
vs. 8–10% benchmark
82%
Net Revenue Retention
Target: 110%+
Segment # Accounts ACV % of Total ACV Notes
Commercial 1,159 $62M 26% Largest account count, lowest ACV density
Enterprise 605 $103M 44% Primary growth segment
Strategic 238 $70M 30% Top-of-house; includes Autodesk, NVIDIA, SAP
Power Users 786 $163M 69% ABM + SI + Predictive — high-value retention target
Revenue Bands

The Finalized Bands Applied to the Real Customer Base

Band Revenue Range # Customers % of Base Red Health % Renewal Rate
Band 1 Sub-$50M 1,273 60% 57% Red ~Low 40s
Band 2 $50M–$200M 403 19% 37% Red
Band 3 $200M–$500M 193 9% 30% Red
Band 4 $500M+ 244 11% 29% Red
Band 1 is 60% of customers — the catch-all Eitan flagged as not actively sold into. Renewal rate in the low-40s. "None of our direct reps should be selling a deal under $75K." This cohort is naturally declining. The pricing model needs to not get in the way of natural churn while protecting Bands 2–4.
Validation

Revenue Is a Better Retention Predictor Than FTE

Band 1 · Sub-$50M
57%
Clean gradient B1→B4. Revenue correlates with customer health in a way FTE tiers never did. Independent data validation that revenue is the right tiering variable.
Band 2 · $50–200M
37%
Band 1 churn is structural, not a pricing problem. 57% Red health isn't something a lower price point fixes. These customers are declining; design the model around that reality.
Band 3 · $200–500M
30%
Bands 2–4 are worth protecting. 37% of customers, better health, and the segment that will generate most future ACV growth.
Band 4 · $500M+
29%
Band 4 is healthiest at 29% Red. Revenue and health correlation holds even at the top. Strategic accounts in Band 4 are your highest-value retention target.
Allotment Analysis

The Prior Framework Was Wrong for Bands 1 & 2

Band
P80 Usage
excl. CoID
Prior Allotment
Rec. Allotment
Assessment
Band 1 · Sub-$50M
15K
5K
15K
⚠ Prior covers only P30
Band 2 · $50M–$200M
21K
15K
25K
⚠ Prior covers ~P65
Band 3 · $200M–$500M
29K
40K
30K
✓ Roughly right
Band 4 · $500M+
43K
100K
45K
↓ Prior 2× too generous
Bands 1 & 2 underallocated. Prior 5K allotment would put ~35% of Band 1 customers into overage at go-live. Wrong signal for a band you're not actively selling. Band 2 (your growth tier) hits the same problem.
Band 4 over-allocated. 100K covers P93 — real monetization headroom being left on the table. 45K covers P80 without being punitive. Note: excludes CoID — see Slide 6.
The CoID Problem

Company ID Is 86% of Band 4 Usage — and It's Misleading

CoID % of Total Usage by Band
Band 1
36%
Band 2
72%
Band 3
74%
Band 4
86%
Driven by 5 accounts. Autodesk alone = 13.1M CoID calls/year. NVIDIA 3.4M. SAP 2.4M. Smartsheet 1.6M. GitLab 1.0M. These aren't typical Band 4 customers — they've embedded 6sense into their own tech stacks.
Top 5 CoID Consumers
AccountCoID Calls/yrBandSegment
Autodesk13.1MBand 4Strategic
NVIDIA3.4MBand 4Strategic
SAP (AMER)2.4MBand 4Strategic
Smartsheet1.6MBand 4Enterprise
GitLab1.0MBand 4Enterprise
These are Programmatic Access customers — they call APIs programmatically, not through the UI. The metering question for them is fundamentally different from a standard credit allotment.
Kim's Ask · Still Unresolved

The Split We Need Before Band 4 Can Be Finalized

Web-tag De-anonymization · Passive
Auto-fired when a visitor hits a customer's website. The customer doesn't initiate this — our tag triggers it. The "intent" to consume is passive. Cost-to-serve is real, but the usage pattern is fundamentally different from a programmatic API call.

Open question: Should passive web-tag calls meter against credit allotments at all?
Match Calls · Intentional
Programmatic lookups where a customer explicitly calls the CoID API with an API token. Autodesk, NVIDIA, SAP — these are match calls. The customer is building something that runs on 6sense intelligence.

These should meter. The customer is making a deliberate choice to consume credits as part of their product or workflow.
Until this split exists in the data, Band 4 allotments are guesswork. The 45K recommendation on Slide 5 explicitly excludes all CoID. We need Maggie to pull CoID volume by whether the call included an API token (match call) vs. not (web-tag). Is this available in Hex?
User Band Modifier

The Modifier Is Measuring the Wrong Users

Platform Users vs. SI Users by Band
BandAvg Platform UsersAvg SI UsersRatio>50 Platform
Band 14143.2×0.1%
Band 29343.8×0.7%
Band 315634.3×3%
Band 426923.5×11%
Only 36 of 2,115 customers have >50 platform users. The modifier threshold is effectively never hit for Bands 1–3. Even in Band 4, only 11% trigger it. Current design generates near-zero additional revenue.
SI users are 3–5× higher at every band. CrowdStrike: 2,000 SI seats. HPE: 1,853. Okta: 1,210. Red Hat: 1,204. These aren't platform users — they're SI users. If the modifier doesn't count them, it's dead weight.
Decision needed: Count platform users only, SI users, or both combined? This is a definitional choice that changes the modifier's revenue impact by an order of magnitude.
Migration Risk

Tier 3 FTE Is the Landmine

Current FTE Tier
# Customers
→ Band 1
→ Band 2
→ Band 3
→ Band 4
Tier 1 · 5,000+ FTE
131
3%
5%
5%
87%
Tier 2 · 2,000–4,999
158
10%
15%
25%
50%
⚠ Tier 3 · 500–1,999
467
25%
37%
29%
7%
Tier 4 · 200–499
441
63%
32%
2%
2%
Tier 5 · <200 FTE
916
93%
5%
0%
0%
Tier 3 is the problem: 467 customers (~22% of base) spread across all 4 revenue bands. A 1,000-person nonprofit at $40M and a 1,000-person SaaS firm at $350M both land in Tier 3 FTE today — but belong in completely different revenue bands. Migration plan needs transition guidance for this cohort specifically.
SI Seat Migration

66,000 SI Seats — Not a Rounding Error

Top SI Seat Accounts
Account
SI Seats
Band · Segment
CrowdStrike
2,000
Band 4 · Strategic
Hewlett Packard Ent.
1,853
Band 4 · Strategic
Okta
1,210
Band 4 · Strategic
Red Hat
1,204
Band 4 · Strategic
Insperity
800
Band 4 · Strategic
Band Averages · SI Seats / Customer
BandAvg SI SeatsAvg Platform Users
Band 1144
Band 2349
Band 36315
Band 49226
If SI seats are replaced by a user band modifier that only counts platform users, the economics of every Band 3–4 Strategic account change dramatically. CrowdStrike has 2,000 SI seats and only 26 platform users — that's the extreme case that breaks the current modifier design.
Decision Matrix

What We Can & Can't Decide This Week

✅ Decide Now
  • Raise Band 1 allotment 5K → 15K
  • Raise Band 2 allotment 15K → 25K
  • Lower Band 3 allotment 40K → 30K
  • Lower Band 4 allotment 100K → 45K (excl. CoID)
  • Flag Tier 3 FTE as migration risk needing transition guidance
❌ Blocked: CoID Split
  • Final Band 4 allotment with CoID included
  • Whether Autodesk / NVIDIA / SAP face a large credit bill or get custom treatment
  • Web-tag de-anon pricing policy
❌ Blocked: User Definition
  • Revenue impact of user band modifier
  • Whether modifier replaces SI seat monetization for Band 3–4
⏳ Future State Only
  • Signal config credits — 1 credit/signal/account/year. Product doesn't exist yet, no benchmark data.
  • LLM column processing — 1 credit/row. Product doesn't exist yet, no benchmark data.
These will be the biggest new credit meters when they ship. Adoption curve estimates will substitute for historical data.
Credit Call · Fri Apr 4

5 Questions That Need Answers

01
CoID Split · For Maggie
Can we get CoID volume broken down by API token (match call) vs. no token (web-tag)? This is the single most important data point for Band 4 allotments. Nothing else can unlock it.
02
User Definition for the Modifier
Platform users only, SI users, or both? The answer changes the modifier's revenue impact from ~$0 to potentially significant. Median platform users are 4–26; SI users are 14–92.
03
Tier 3 FTE Transition Plan
467 customers spanning all 4 revenue bands. Migration framework needed: grandfather at current pricing for X months? Blend? Some will see pricing go up, some down.
04
Programmatic Access Custom Treatment
Autodesk (13.1M CoID calls), NVIDIA, SAP — these won't fit a standard allotment. Enterprise custom pricing or a separate API tier rate card? Decision needed before August.
05
Band 1 Disposition
57% Red health, low-40s renewal, ~$48M ACV, not actively sold into. Let the cohort decline naturally and design around that? Or a specific lower-tier entry product?
What's Next

Credit Call → Kim Debrief → Workshop

Fri Apr 4
Credit Call
CoID split · user definition · Band 4 finalization
Mon/Tue
Kim Debrief
Pull-through decisions from credit call findings
~Apr 7
Maggie Data
Credit utilization analysis (Keane OOO — delayed)
Companion spreadsheet: credit-consumption-analysis.xlsx — 8 tabs: executive summary, band analysis, health/segment mix, FTE migration crosswalk, SI seat risk, CoID deep dive, Band 1 detail, full dataset with revenue bands applied.
Prepared by Jason Telmos
Late April Full Alignment Workshop
August 1 Rollout Target