Walking through usage before renewal

Email thread

Marcus Bell offers Duncan Greenwood a usage walkthrough, noting active users are up on the quarter. Duncan agrees, says the team is pleased and wants the renewal lined up well before the term ends.

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What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell offers Duncan Greenwood a usage walkthrough, noting active users are up on the quarter. Duncan agrees, says the team is pleased and wants the renewal lined up well before the term ends.

Ask: Marcus wants half an hour to show the dashboards the team has built and to ask what Duncan wants in the next term.

Customer view: Duncan is positive, saying the team is pleased with it, and wants the renewal done early.

Next: Duncan will check his diary and reply early the following week.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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The thread

Updated 9 Oct 26

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Messages2

First message2025-03-26

Last message2025-03-28

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Messages

Marcus Bell 26 Mar 2025 16:32
to Duncan Greenwood
Hi Duncan, Following our call, I've pulled the usage numbers together for your team. Active users have gone up on the quarter, which is a good sign going into the renewal. Could we find half an hour next week to go through it? I'd like to show you the dashboards your team has built, and check what you'd like to see in the next term. Thanks, Marcus
Duncan Greenwood 28 Mar 2025 11:00
to Marcus Bell
Hi Marcus, That's helpful, thanks. Yes, let's do that. The team is pleased with it and I'd like the renewal lined up well before the term ends. I'll look at dates in my diary and come back to you early next week. Duncan

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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