B-Viz
Brackwell Freight Ltd logo

Brackwell Freight Ltd

At risk£44kRenews 1 Dec 26Proposal · £50k/yr
made from

AI facts

As at Fri 9 Oct 2026

Brackwell Freight Ltd holds a Growth order form at £44k a year for 40 licensed users, running from 1 Dec 2025 to 30 Nov 2026. Active users fell from 23 in May 2026 to 14 in Sep 2026, and questions asked fell from 520 to 190. The renewal on 1 Dec 2026 is at proposal stage at £50k, a 13.6% rise, and is unsigned. The CRM shows £88k across two records, one of them a duplicate.

Read from 53 calls · 98 email threads · 29 tickets · 5 news items · 4 deals · 11 people · 28 documents, newest 2 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryLogisticsSource: CRM company record
  • Websitebrackwellfreight.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityManchesterSource: CRM company record
  • Size900 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Marcus Bell
  • Customer since1 Dec 2023Source: first executed order form ctr_002_01, signed 17 Nov 2023 · Starter tier · In the CRM since 4 Sep 2023
  • TypeCustomerdiffersSource: contracts and invoices (signals) · CRM stage customer · 2 CRM records (org_002, org_002_dup) · The sources disagree
  • StateAt riskSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

At risk: the renewal is 53 days away at a higher price, active users and questions asked are falling, and champion Liam Doherty has left. Invoices are paid on time, so this is a value problem rather than a money problem. A depot dashboard could rebuild the value case.

SignalsDocument roll-upFinance readBrackwell Freight Ltd / BG-Demo – QBRQ2 2026 digest

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

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£44,000differsSource: executed order form ctr_002_03, 1 Dec 2025 to 30 Nov 2026 · CRM £88,000 over 2 CRM records (org_002, org_002_dup) · Invoiced run rate £44,000 · As of 9 Oct 2026 · The sources disagree
  • Next renewal1 Dec 2026Basis: order form ctr_002_03 ends 30 Nov 2026 · In 53 days · Renewal price £50,000 (+13.6%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Dec 2025 to 30 Nov 2026Source: order form ctr_002_03 (renewal), signed 1 Dec 2025 · Billed annually · 40 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Open dealProposal · £50,000Source: CRM deal Brackwell Freight Ltd – Renewal · renewal deal · Expected close 1 Dec 2026 · Owner Tom Ashdown
  • Last contact1 Oct 2026Email: Follow-up from our QBR conversation · 8 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Dec 2023 · 7 connectors configured
  • Licensed seats4014 active users in Sep 2026 · Order form ctr_002_03: 40 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown sends Gareth Whitlam a written line-by-line breakdown of the £50k Growth renewal figure, with options at the size Brackwell actually uses, before the 12 Oct 2026 renewal call. At-risk save
Who
Tom Ashdown Tom Ashdown
When
This week by 9 Oct 2026
Why
Tom Ashdown sends Gareth Whitlam the promised written line-by-line breakdown of the £50k renewal figure, with options sized to actual use, before the 12 Oct 2026 renewal call. Active users have fallen and the Finance Director will not accept a rise without a reason.

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

AImade from

The story

As at Fri 9 Oct 2026
At risk

At risk: Brackwell Freight's Growth renewal on 1 Dec 2026 is an unsigned £50k proposal against £44k today. Active users and questions have fallen since May 2026, champion Liam Doherty has gone, and the Finance Director wants a line-by-line reason.

At risk: Brackwell Freight Ltd holds an executed Growth order form at £44k a year for 40 users, ending 30 Nov 2026. The renewal on 1 Dec 2026 is an unsigned proposal at £50k, a 13.6% rise.

Active users fell from 23 in May 2026 to 14 in Sep 2026, and questions asked from 520 to 190. Champion Liam Doherty asked 41% of questions before his platform user was deactivated on 12 Jun 2026, and Aisha Rahman is now the sole admin.

Finance Director Gareth Whitlam has asked about a smaller tier and will not agree any increase without a line-by-line reason. Invoices are paid within terms, so this is value risk, not money risk.

Tom Ashdown sends Gareth the promised written breakdown of the £50k figure, with options sized to actual use, by 9 Oct 2026. The renewal call is booked for 12 Oct 2026.

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

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£25k£50kMar 24Sep 24Mar 25Sep 25Mar 26Sep 26newexpansion£44k£44kDec 23: Contracted ARR £19,500; Invoiced ARR £19,500Jan 24: Contracted ARR £19,500; Invoiced ARR £19,500Feb 24: Contracted ARR £19,500; Invoiced ARR £19,500Mar 24: Contracted ARR £19,500; Invoiced ARR £19,500Apr 24: Contracted ARR £19,500; Invoiced ARR £19,500May 24: Contracted ARR £19,500; Invoiced ARR £19,500Jun 24: Contracted ARR £19,500; Invoiced ARR £19,500Jul 24: Contracted ARR £19,500; Invoiced ARR £19,500Aug 24: Contracted ARR £19,500; Invoiced ARR £19,500Sep 24: Contracted ARR £19,500; Invoiced ARR £19,500Oct 24: Contracted ARR £19,500; Invoiced ARR £19,500Nov 24: Contracted ARR £19,500; Invoiced ARR £19,500Dec 24: Contracted ARR £44,000; Invoiced ARR £44,000Jan 25: Contracted ARR £44,000; Invoiced ARR £44,000Feb 25: Contracted ARR £44,000; Invoiced ARR £44,000Mar 25: Contracted ARR £44,000; Invoiced ARR £44,000Apr 25: Contracted ARR £44,000; Invoiced ARR £44,000May 25: Contracted ARR £44,000; Invoiced ARR £44,000Jun 25: Contracted ARR £44,000; Invoiced ARR £44,000Jul 25: Contracted ARR £44,000; Invoiced ARR £44,000Aug 25: Contracted ARR £44,000; Invoiced ARR £44,000Sep 25: Contracted ARR £44,000; Invoiced ARR £44,000Oct 25: Contracted ARR £44,000; Invoiced ARR £44,000Nov 25: Contracted ARR £44,000; Invoiced ARR £44,000Dec 25: Contracted ARR £44,000; Invoiced ARR £44,000Jan 26: Contracted ARR £44,000; Invoiced ARR £44,000Feb 26: Contracted ARR £44,000; Invoiced ARR £44,000Mar 26: Contracted ARR £44,000; Invoiced ARR £44,000Apr 26: Contracted ARR £44,000; Invoiced ARR £44,000May 26: Contracted ARR £44,000; Invoiced ARR £44,000Jun 26: Contracted ARR £44,000; Invoiced ARR £44,000Jul 26: Contracted ARR £44,000; Invoiced ARR £44,000Aug 26: Contracted ARR £44,000; Invoiced ARR £44,000Sep 26: Contracted ARR £44,000; Invoiced ARR £44,000

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £44k; Invoiced ARR £44k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_002.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Dec 23£19,500£19,500
Jan 24£19,500£19,500
Feb 24£19,500£19,500
Mar 24£19,500£19,500
Apr 24£19,500£19,500
May 24£19,500£19,500
Jun 24£19,500£19,500
Jul 24£19,500£19,500
Aug 24£19,500£19,500
Sep 24£19,500£19,500
Oct 24£19,500£19,500
Nov 24£19,500£19,500
Dec 24£44,000£44,000
Jan 25£44,000£44,000
Feb 25£44,000£44,000
Mar 25£44,000£44,000
Apr 25£44,000£44,000
May 25£44,000£44,000
Jun 25£44,000£44,000
Jul 25£44,000£44,000
Aug 25£44,000£44,000
Sep 25£44,000£44,000
Oct 25£44,000£44,000
Nov 25£44,000£44,000
Dec 25£44,000£44,000
Jan 26£44,000£44,000
Feb 26£44,000£44,000
Mar 26£44,000£44,000
Apr 26£44,000£44,000
May 26£44,000£44,000
Jun 26£44,000£44,000
Jul 26£44,000£44,000
Aug 26£44,000£44,000
Sep 26£44,000£44,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £44k, all paid, renewal booked

Standing Paid upARR Steady

Contracted ARR is £44k on the Growth renewal order form, matching the invoiced run rate. It rose in Dec 2024 on the upgrade. Renewal falls on 1 Dec 2026, priced at £50k by the price book. CRM ARR of £88k is overstated.

  • Renewal on 1 Dec 2026 at £50k, up 13.6%
  • CRM ARR of £88k double counts a duplicate record
  • Open renewal deal is a forecast, at proposal stage
  • All four invoices paid within terms
The analysis

Recurring revenue: ARR started at £20k in Dec 2023 on the Starter order form. It rose by £24k to £44k in Dec 2024 on the Growth upgrade order form, and has been £44k since.

Next commitment: the Growth order form ends on 30 Nov 2026. The renewal price is £50k against £44k today, a change of £6,000 (13.6%), by the price-book rule. The open renewal deal is at proposal stage for £50k, expected to close 1 Dec 2026. It is a forecast, not a win.

Billing: all four invoices are paid within terms and nothing is overdue or disputed. The reconciliation shows CRM ARR of £88k over two CRM records, one a duplicate. The invoiced run rate and order-form ARR are both £44k, and the executed order form is the truth.

Deals: three deals are closed won and the open renewal deal is owned by Tom Ashdown, who is active in HR.

ARR by monthCRM reconciliationINV-002-0004Brackwell Freight Ltd – Renewal

Made from 4 deals · 2 fact tables · 4 invoices

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

AImade from

History by quarter

As at Fri 9 Oct 2026

Each earlier quarter in one AI digest of its calls, email threads, tickets and news, newest first; from 1 Jul 2026 the assessment reads every one of them itself.

  1. Q2 2026

    Q2 2026: champion left, FD challenged value

    Usage fell from a positive 1 Apr 2026 QBR to about six of forty Growth seats. Liam Doherty left in June. New Finance Director Gareth Whitlam questioned the £44k price and asked about Starter ahead of the 30 Nov 2026 term end.

    The analysis

    Start of quarter: the 1 Apr 2026 QBR was positive. Questions asked had risen three months running, Liam Doherty said he could not see them going elsewhere, and the term was said to renew on 1 Dec 2026.

    Adoption: on 30 Apr 2026 Liam doubted all 40 licences were active. On 5 May 2026 about seven of forty seats were active and Liam was a large share of questions. On 29 May 2026 Marcus Bell flagged fewer logins and questions.

    People: on 5 Jun 2026 Liam handed the admin role to Aisha Rahman, noting renewal had not been raised with leadership. On 8 Jun 2026 he said he was leaving that Friday. He feared the brain would become nobody's.

    Value challenge: Gareth Whitlam questioned £44k for 40 licences on 23 Jun 2026. At the 24 Jun 2026 QBR he rejected a higher price for fewer users and asked about reducing seats.

    Price: on 30 Jun 2026 he asked for a Starter comparison and a written reason for any increase.

    No tickets were raised, and connectors and refresh were healthy.

    Open at the end: Tom Ashdown owes a renewal letter and Starter comparison. Marcus owes the per-person usage table. The 21 May 2026 partnership news was not yet raised with the customer. Customer Day invitations had no reply.

    Brackwell Freight Ltd / BG-Demo – QBRBrackwell Freight Ltd / BG-Demo – Check InBrackwell Freight Ltd / BG-Demo – Check InHandover of the brain admin roleQuick check-in before the reviewBrackwell Freight Ltd / BG-Demo – QBRBrackwell Freight Ltd / BG-Demo – Check InBrackwell Freight announces partnership to strengthen retail contract services

    Made from 5 calls · 10 email threads · 1 news item

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

  2. Q1 2026

    Q1 2026: low usage, value case, depot push

    Brackwell Freight's Growth usage was low in Q1 2026, with nine of forty seats active. Liam Doherty, a supportive champion, needs a value case before the 1 Dec 2026 renewal. A March search bug and rising usage ended the quarter.

    The analysis

    Usage: At the 2 Jan 2026 QBR, daily users were just under six against forty Growth licences, with questions concentrated in two or three people. Aisha Rahman carries the admin role alone and is uneasy about it.

    Price: On 5 Jan 2026 Liam asked in writing what changes at the first renewal and whether 40 users and connectors stay. The thread holds no BG-Demo reply, and the price book puts Growth at +13.6%.

    Logins: Also on 5 Jan 2026, Aisha agreed to send a logins list. She wondered whether some logins belong to people who have moved depots.

    Check-ins: On 4 Feb 2026 Liam said £44k for forty seats with eight in use would be questioned by his finance director. Only two of six depots use the brain regularly, and Marcus Bell promised a value note.

    Progress: On 25 Feb 2026 Liam was positive, with nine of forty seats active and a concrete value story about quiet retailers. Nothing was broken or open in support. He wants the five other depots on it before the renewal.

    Support: On 19 Mar 2026 a ticket reported the search date filter returning all records. Bethan reproduced it and escalated to engineering, offering a workaround.

    Open at the end: On 26 and 27 Mar 2026 Marcus reported usage up and booked a QBR for Thursday at 14:30. The search fix, the unnamed transport system connector, the delivery-exceptions request and the written renewal terms were all still open.

    Brackwell Freight Ltd / BG-Demo – QBRBrackwell Freight Ltd / BG-Demo – Check InBrackwell Freight Ltd / BG-Demo – Check InPrice change notice and our renewalFollowing up on the QBRBooking the QBRSearch not filtering by date range

    Made from 3 calls · 5 email threads · 1 ticket

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

  3. Q4 2025

    Q4 2025: flat Growth renewal, narrow adoption

    Growth renewed flat at £44k, signed by Mark Siddall on 1 Dec 2025, after the term end. Liam Doherty is a positive champion, but only about eight of forty licences are active, and an indexing fault was open at the end.

    The analysis

    QBR: On 3 Oct 2025 Marcus Bell reviewed Growth usage with Liam Doherty: eight or nine users of forty, with questions concentrated on Liam. Depot dashboards were the plan before renewal.

    Renewal: On 3 Nov 2025 Tom Ashdown proposed renewing Growth flat at £44k with forty seats, and Liam had expected a rise. Mark Siddall signed the order form on 1 Dec 2025, after the 30 Nov 2025 term end.

    Support: A permission error was cleared by clearing the cache, and a slow account view was fixed for Dean Hargreaves. A Salesforce connector sync failure was reported on 11 Nov 2025.

    Indexing: On 17 Nov 2025 three Salesforce accounts were missing from search, and Bethan Lister escalated to Ewan Pryce.

    Adoption: On 1 Dec 2025 about eight of forty licences were active, and rising. Two depots had had a walkthrough and four had not.

    Billing: Invoice INV-002-0004 dated 1 Dec 2025 was £44k net, £53k gross, due 31 Dec 2025. Rachel Dunmore asked for a PO number and no reply is shown.

    Open at the end: The countersigned order form is not shown as issued, and the indexing fix is not shown. Alice Brewer's webinar invite for 15 Jan 2026 had no reply.

    Brackwell Freight Ltd / BG-Demo – QBRBrackwell Freight Ltd / BG-Demo – RenewalBrackwell renewal order form for signatureSome accounts missing from search resultsBrackwell Freight Ltd / BG-Demo – Check InInvitation to a BG-Demo webinar

    Made from 3 calls · 8 email threads · 4 tickets

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

  4. Q3 2025

    Q3 2025: usage fell, flat renewal agreed

    Brackwell Freight's Growth usage was thin and fell through the quarter, with no tickets about it. Liam Doherty needed a value case for finance. On 16 Sep 2025 a flat £44k renewal from 1 Dec 2025 was agreed on the call.

    The analysis

    Value: At the 4 Jul 2025 QBR about eight of 40 Growth users were active, and Liam Doherty said he could not put a figure on value for finance. The depots were not yet on B-Viz.

    Support: On 8 Jul 2025 Dean Hargreaves reported a customer list filter fault, which Bethan Lister fixed server-side. First response took 735 minutes, overnight.

    Adoption: On 28 Jul 2025 Liam said he wanted to renew but needed a usage summary and his own retail contract examples. The renewal price of £44k matched the order form and invoices.

    Usage fall: On 26 Aug 2025 and 1 Sep 2025 Marcus Bell showed daily users down by more than a third, with no tickets. Liam said to keep Growth as it is and prove it, and owned the adoption gap on 2 Sep 2025.

    Renewal: Marcus sent the formal notice on 1 Sep 2025. On 16 Sep 2025 Tom Ashdown confirmed a flat £44k Growth renewal from 1 Dec 2025, and Joanne Platt asked for a purchase order.

    Late signs: On 25 Sep 2025 Liam said two depot managers had started asking questions again.

    Open at the end: The renewal order form and purchase order were still to come. The depot sessions were unfinished, the scanning connector had no date, and the 27 Sep 2025 conference invitation to Mark Siddall had no reply.

    Brackwell Freight Ltd / BG-Demo – QBRCustomer list filter not workingBrackwell Freight Ltd / BG-Demo – Check InBrackwell Freight Ltd / BG-Demo – RenewalQBR: getting a date in the diaryInvitation: our stand at the data leaders conference in Amsterdam

    Made from 4 calls · 8 email threads · 1 ticket

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

  5. Q2 2025

    Q2 2025: depot adoption gap, renewal looming

    Liam Doherty stayed supportive, but only around seven to eight of 40 Growth users were active all quarter and the depots did not adopt. Finance and operations began asking what £44k a year buys, and four support tickets hit sync or access problems.

    The analysis

    Adoption: At the 7 Apr 2025 QBR about eight of forty licensed users were active, and Liam wanted depot managers on his dashboard. The check-ins on 23 Apr 2025, 23 May 2025 and 23 Jun 2025 repeated the gap, with around seven active by June.

    Value case: Liam expected his finance director to ask what £44k a year buys. By 23 Jun 2025 the operations director had asked too, and Liam had no clean example. Invoices matched the order form and were paid on time.

    Support: A dashboard slowdown on 4 Apr 2025 and stale data from 10 Apr 2025 both had slow first responses. A depot-manager access ticket opened on 15 May 2025 was closed on 8 Jun 2025 with no clear resolution shown.

    Connectors: The calls connector stopped syncing on 10 Jun 2025 and the ticket closed on 30 Jun 2025. A CRM connector retry loop created duplicates, which Bethan Lister reset on 26 Jun 2025.

    People: Liam is the top asker, with one analyst close behind. On 26 Jun 2025 Aisha Rahman was picking up more of the admin.

    Open at the end: The term ends 30 Nov 2025 and renews on 1 Dec 2025, with Tom Ashdown leading. No renewal decision is shown, and the depot sessions were still to be held.

    Brackwell Freight Ltd / BG-Demo – QBRBrackwell Freight Ltd / BG-Demo – Check InBrackwell Freight Ltd / BG-Demo – Check InUser access not working in admin panelCalls connector stopped syncingGetting your QBR in the diary

    Made from 4 calls · 9 email threads · 1 news item · 6 tickets

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

  6. Q1 2025

    Q1 2025: adoption dip, partial recovery

    Growth usage fell in January, with half the depots back on spreadsheets, then recovered to about eight of forty seats by mid-March. Liam Doherty still needs a value case for the £44k renewal. Three tickets showed slow first responses.

    The analysis

    Adoption: At the QBR on 2 Jan 2025 daily active users were just under six against forty licensed, and Liam Doherty asked most questions. On 20 Jan 2025 the figure was just under five, and Liam said he needs a value case for the renewal.

    Depots: On 13 Jan 2025 Liam said half the depots were back on spreadsheets. Active users reached just under nine of forty on 19 Feb 2025, and on 7 Mar 2025 he said Trafford Park flags unhappy retail contracts before customers ring.

    Support: The CRM connector failed in the overnight refresh on 31 Jan 2025, with a first response in 78 minutes. The 27 Feb 2025 search ticket had a first response of 381 minutes against the one hour Growth target, and the 28 Feb 2025 slow-loading ticket 891 minutes.

    Freshness: On 17 Feb 2025 Liam asked Marcus Bell to confirm a delivery-exception feed was current. On 17 Mar 2025 depot staff reported numbers a day behind, and Marcus saw no flat records.

    News: Brackwell reported steady results on 18 Feb 2025 and announced an unnamed partner on 20 Feb 2025.

    Open at the end: The renewal on 1 Dec 2025 at £44k has no written value case yet. Liam remains the key-person risk, and the second admin agreed on 17 Mar 2025 is not yet named.

    Brackwell Freight Ltd / BG-Demo – Check InQuarterly check-in: finding a slotCheck-in and a quick win to shareCRM customer data not syncingCustomer account search returning wrong resultsBrackwell Freight Ltd / BG-Demo – Check InBrackwell Freight Ltd / BG-Demo – Check InBrackwell Freight Ltd Announces Partnership to Strengthen Retail Logistics Offer

    Made from 4 calls · 6 email threads · 3 news items · 3 tickets

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

  7. Q4 2024

    Q4 2024: Growth upgrade agreed, order form out

    Brackwell moved from Starter towards Growth. Liam Doherty championed it, Mark Siddall gave a verbal yes on 29 Oct 2024, and the order form went out on 14 Nov 2024. Support was mixed: stale data and a connector failure. No executed copy is shown.

    The analysis

    Usage: On the 2 Oct 2024 QBR, Liam Doherty gave a concrete value case and usage was rising against the 15 licensed Starter users. He asked about more users and two connectors.

    Proposal: On 7 Oct 2024 Liam asked for the next tier. On the 14 Oct 2024 call Tom Ashdown said £44k is the total deal value including one-off implementation, against £20k a year on Starter.

    Decision: On the 29 Oct 2024 call Mark Siddall, Managing Director, said yes to Growth from 1 Dec 2024. It was a verbal yes, and the finance director had not seen the numbers.

    Paperwork: On 14 Nov 2024 Tom sent the Growth order form, to be signed by 18 Nov 2024. On the 22 Nov 2024 check-in Liam said he is the only person who knows the set-up.

    Billing: Invoice INV-002-0003 was issued on 2 Dec 2024, net £44k, due 1 Jan 2025. It covers 40 licensed users, and Joanne Platt did not reply.

    Support: A ticket opened on 23 Oct 2024 on mismatched account totals for four retail accounts ran to 18 Nov 2024. The 4 Dec 2024 call connector failure followed a customer token rotation, and the 10 Dec 2024 stale data was resolved by the customer.

    Open at the end: No executed order form is in these reads. A January QBR was being booked, with Liam wanting a by-depot usage view.

    Brackwell Freight Ltd / BG-Demo – NegotiationBrackwell Freight Ltd / BG-Demo – ProposalGrowth order form for signatureInvoice INV-002-0003 for your Growth subscriptionBrackwell Freight Ltd / BG-Demo – Check InAccount totals not updating correctlyCall connector stopped syncingData showing several days out of date

    Made from 4 calls · 8 email threads · 4 tickets

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

  8. Q3 2024

    Q3 2024: depot rollout and Growth upsell ask

    Liam Doherty stayed positive and asked for a wider depot rollout, plus Xero and SharePoint, which points to Growth. He wanted to discuss the 1 Dec 2024 Starter renewal only once depots were using it. Two minor support issues arose.

    The analysis

    Adoption: On 1 Jul 2024 Marcus Bell recommended staying within fifteen licensed users and confirmed to Aisha Rahman that idle logins count. On 22 Jul 2024 Liam said use had spread beyond one person and saw no problem with the 1 Dec 2024 Starter renewal.

    Support: Dean Hargreaves could not find account search on 22 Jul 2024; it was resolved on 23 Jul 2024. A separate thread on 23 Jul 2024 reported early-morning slowness at the Warrington depot, with no cause shown.

    Usage: On 27 Aug 2024 Liam put a summer dip down to holidays and expected his finance director to ask what the subscription delivers. On 28 Aug 2024 he said he would discuss renewal only after the depots start, with Trafford Park first.

    Upsell: On 9 Sep 2024 Liam said not enough people are on the brain and asked for every depot account manager plus Xero and SharePoint. Marcus pointed to Growth because Starter's connector limit is hard.

    Support: An account status filter timed out from 24 Sep 2024 and was resolved on 11 Oct 2024.

    Open at the end: On 25 Sep 2024 Liam booked the QBR and asked for depot account managers to join. No price had been quoted, and the renewal conversation had not started before the term ends on 30 Nov 2024.

    Brackwell Freight Ltd / BG-Demo – Check InNotes from our check-inBrackwell Freight Ltd / BG-Demo – Check InSlow account view: following upAccount status filter not loading

    Made from 3 calls · 7 email threads · 2 tickets

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

  9. Q2 2024

    Q2 2024: Starter usage grows, renewal flagged

    Usage spread from Liam Doherty to more depots, with no broken connectors and a quiet ticket queue. Starter limits on users and connectors came into view, and the 1 Dec 2024 renewal was raised. One data ticket was resolved.

    The analysis

    Review: on 2 Apr 2024 Liam Doherty confirmed broader depot use and asked for a one-page value note for his boss. He also asked about a transport data connector. Marcus Bell followed up on 3 Apr 2024 asking for first depot names.

    Check-ins: on 26 Apr 2024 Liam expected to reach the 15-user soft limit and wanted a finance connector, which Starter cannot hold within four connectors. He said a change to the depots' exceptions system looked more likely than not, which could break a source.

    Support: the one ticket, opened 29 Apr 2024, was a duplicate customer record caused by a CRM import. Bethan Lister merged the records, first response was 254 minutes, and it was resolved 7 May 2024.

    Adoption: on 29 May 2024 Marcus flagged that a big share of questions came from Liam, a key-person risk. Liam was happy, and a finance source was a later add-on idea.

    Renewal: at the 28 Jun 2024 QBR with Aisha Rahman, questions came from many depot people and invoices were paid on time. Tom Ashdown raised Growth, Liam declined for now, and Tom quoted the price from memory.

    Open at the end: the 1 Dec 2024 renewal call, the order form price check, the finance and transport connector questions, and uneven depot adoption.

    Brackwell Freight Ltd / BG-Demo – QBRBrackwell Freight Ltd / BG-Demo – Check InBrackwell Freight Ltd / BG-Demo – Check InBrackwell Freight Ltd / BG-Demo – QBRDuplicate customer records in the systemDiary slot for our review

    Made from 4 calls · 4 email threads · 1 ticket

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

  10. Q1 2024

    Q1 2024: Starter onboarding, depots next

    Brackwell Freight Ltd was trained on Starter in January 2024 and use grew, but mostly through two depot managers. Liam Doherty kept pressing for all six depots, a connector and proof of value before the 1 Dec 2024 renewal.

    The analysis

    Onboarding: Callie Brennan trained Aisha Rahman and Dean Hargreaves on 11 Jan 2024 and ran admin training on 15 Jan 2024. Aisha is the only admin and no second admin was chosen.

    Adoption: On 29 Jan 2024 Liam said light usage was unsurprising. On 5 Feb 2024 and 1 Mar 2024 Marcus Bell heard that usage was spreading, though it rested mainly on two depot managers.

    Requests: Liam asked on 5 Feb 2024 for a customer-service inbox connector, and Starter has a hard connector limit. On 7 Feb 2024 he asked for role-based depot views, which Callie called a Growth tier customisation, with a test planned for 12 Feb 2024.

    Support: Three tickets were routine how-to or setup. Dean reported a slow screen on 5 Jan 2024. Liam asked on 23 Feb 2024 to review a high priority ticket he thought was sorted quickly.

    Value and renewal: Liam needs something solid for his managing director and wants the 1 Dec 2024 renewal to be worth it. Nell Ashcombe invited Mark Siddall to the 21 Mar 2024 webinar on 29 Feb 2024, with no reply recorded.

    Open at the end: A depot session and a Thursday afternoon review were being booked on 26 Mar 2024. Licensed users were idle, no second admin was named, and the connector and role-based view questions were unresolved.

    Brackwell Freight Ltd / BG-Demo – TrainingBrackwell Freight Ltd / BG-Demo – Check InBrackwell Freight Ltd / BG-Demo – Check InQuick check-in on how Brackwell is getting onCustomising account views for individual depotsBooking in the Brackwell review

    Made from 4 calls · 6 email threads · 3 tickets

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

  11. Q4 2023

    Q4 2023: Starter deal closed to onboarding

    Brackwell moved from demo to order form and onboarding. Liam Doherty stayed positive, terms were agreed at £26k total, invoices were issued and connectors went live in stages. Aisha Rahman as sole admin stayed the main risk.

    The analysis

    Sales: Tom Ashdown demoed on Brackwell data on 6 Oct 2023 and walked through the Starter proposal on 23 Oct 2023. Liam was sold on the idea and wanted Growth written in as a later option for the depots.

    Terms: On 6 Nov 2023 the total held at £26k, implementation included. Brackwell got a user review clause, extra users at the published add-on and quarterly invoicing. Joanne Platt set invoice requirements: purchase order number, separate VAT line, and a split of implementation and subscription.

    Signing: Tom sent the order form on 15 Nov 2023 with signature targeted for 17 Nov 2023. Mark Siddall's finance director was reading it. The reads do not show the signing itself.

    Billing: The first invoice of 20 Nov 2023 was net £6,000, gross £7,200. The subscription invoice of 1 Dec 2023 was £20k net, £23k gross, due 31 Dec 2023. Neither thread shows payment.

    Onboarding: Kickoff was on 6 Dec 2023 with four Starter connectors planned. Dean Hargreaves had a login fault the same day, answered in 42 minutes. By 27 Dec 2023 three connectors had loaded and Liam's test matched what he knew.

    Open at the end: Aisha is the only admin and no second admin is named. Finance is asking what the annual fee buys. The fourth connector is undecided, and two depot names are unplaced.

    Brackwell Freight Ltd / BG-Demo – DemoBrackwell Freight Ltd / BG-Demo – NegotiationBrackwell order form for signatureSubscription invoice for the first yearCan't log in – access deniedBrackwell Freight Ltd / BG-Demo – Onboarding

    Made from 7 calls · 15 email threads · 1 ticket

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

  12. Q3 2023

    Q3 2023: Starter discovery, signing targeted

    Three reads in late September 2023: Tom Ashdown's discovery request, the 21 Sep 2023 discovery call with Liam Doherty, and a recap. Starter was proposed, with signing hoped for 17 Nov 2023. Snowflake and finance sign-off were open.

    The analysis

    Outreach: On 19 Sep 2023 Tom Ashdown asked Liam Doherty for a forty-five-minute discovery session, offering three slots. The thread holds no reply from Liam.

    Discovery: Tom ran the call with Liam, Head of Revenue Operations, on 21 Sep 2023. Liam wants one view across CRM, helpdesk, calls and email to spot at-risk retail contracts, after a retail contract was lost at renewal last year.

    Commercial: Tom gave twenty-five and a half thousand pounds as the Starter deal total, implementation included, not a yearly price. Liam wants four connectors now and maybe a finance system later, which meets the hard four-connector limit on Starter.

    Recap: In the 21 Sep 2023 recap thread Liam accepted Starter, with a 17 Nov 2023 signing target subject to finance. He asked whether Starter will be enough if more depots join, and Tom promised tier options side by side in the proposal.

    People: Liam is the champion. He is to bring his IT lead and a depot account manager into the next conversation.

    Open at the end: Snowflake is unconfirmed and IT has not been involved. Finance sign-off is not secured. The evidence shows no outcome beyond 22 Sep 2023, and no proposal or order form.

    Brackwell Freight Ltd / BG-Demo – DiscoverySetting up a discovery callBrackwell: notes from discovery and next steps

    Made from 1 call · 2 email threads

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

AImade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
14down 7 vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
190down 248 vs 3 months earlier
Connectors configured · Sep 26
7level vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
1down 1 vs 3 months earlier
Data volume · Sep 26
19.3 GBdown 9.7 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
0020600401,200Jan 24May 24Sep 24Jan 25May 25Sep 25Jan 26May 26Sep 26champion leftrecords indexed flat 30dIncluded users (40)4014190Dec 23: Active users 3; Licensed seats 15; Questions asked 42Jan 24: Active users 7; Licensed seats 15; Questions asked 241Feb 24: Active users 8; Licensed seats 15; Questions asked 310Mar 24: Active users 9; Licensed seats 15; Questions asked 306Apr 24: Active users 10; Licensed seats 15; Questions asked 340May 24: Active users 13; Licensed seats 15; Questions asked 405Jun 24: Active users 15; Licensed seats 15; Questions asked 492Jul 24: Active users 18; Licensed seats 15; Questions asked 702Aug 24: Active users 21; Licensed seats 15; Questions asked 422Sep 24: Active users 23; Licensed seats 15; Questions asked 786Oct 24: Active users 26; Licensed seats 15; Questions asked 978Nov 24: Active users 26; Licensed seats 15; Questions asked 939Dec 24: Active users 28; Licensed seats 40; Questions asked 811Jan 25: Active users 28; Licensed seats 40; Questions asked 1,063Feb 25: Active users 28; Licensed seats 40; Questions asked 1,017Mar 25: Active users 28; Licensed seats 40; Questions asked 1,072Apr 25: Active users 28; Licensed seats 40; Questions asked 1,007May 25: Active users 28; Licensed seats 40; Questions asked 975Jun 25: Active users 28; Licensed seats 40; Questions asked 1,045Jul 25: Active users 28; Licensed seats 40; Questions asked 1,118Aug 25: Active users 28; Licensed seats 40; Questions asked 633Sep 25: Active users 28; Licensed seats 40; Questions asked 1,032Oct 25: Active users 28; Licensed seats 40; Questions asked 1,189Nov 25: Active users 28; Licensed seats 40; Questions asked 1,064Dec 25: Active users 28; Licensed seats 40; Questions asked 806Jan 26: Active users 28; Licensed seats 40; Questions asked 990Feb 26: Active users 28; Licensed seats 40; Questions asked 1,012Mar 26: Active users 28; Licensed seats 40; Questions asked 1,039Apr 26: Active users 29; Licensed seats 40; Questions asked 1,012May 26: Active users 23; Licensed seats 40; Questions asked 520Jun 26: Active users 21; Licensed seats 40; Questions asked 438Jul 26: Active users 18; Licensed seats 40; Questions asked 355Aug 26: Active users 16; Licensed seats 40; Questions asked 272Sep 26: Active users 14; Licensed seats 40; Questions asked 190

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Dashed upright lines mark dated events. Latest (Sep 26): Active users 14; Licensed seats 40; Questions asked 190. Basis: product usage, facts.usage_monthly:org_002, signals:org_002.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Dec 2331542
Jan 24715241
Feb 24815310
Mar 24915306
Apr 241015340
May 241315405
Jun 241515492
Jul 241815702
Aug 242115422
Sep 242315786
Oct 242615978
Nov 242615939
Dec 242840811
Jan 2528401,063
Feb 2528401,017
Mar 2528401,072
Apr 2528401,007
May 252840975
Jun 2528401,045
Jul 2528401,118
Aug 252840633
Sep 2528401,032
Oct 2528401,189
Nov 2528401,064
Dec 252840806
Jan 262840990
Feb 2628401,012
Mar 2628401,039
Apr 2629401,012
May 262340520
Jun 262140438
Jul 261840355
Aug 261640272
Sep 261440190
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB415.0 GB830.0 GBMar 24Aug 24Jan 25Jun 25Nov 25Apr 26Sep 26Included connectors (8)719.3 GB1Dec 23: Connectors configured 2; Active admins 2; Data volume 3.47 GBJan 24: Connectors configured 2; Active admins 2; Data volume 3.54 GBFeb 24: Connectors configured 2; Active admins 2; Data volume 3.60 GBMar 24: Connectors configured 3; Active admins 2; Data volume 5.51 GBApr 24: Connectors configured 3; Active admins 2; Data volume 5.97 GBMay 24: Connectors configured 3; Active admins 2; Data volume 7.50 GBJun 24: Connectors configured 4; Active admins 2; Data volume 11.64 GBJul 24: Connectors configured 4; Active admins 2; Data volume 11.85 GBAug 24: Connectors configured 4; Active admins 2; Data volume 12.06 GBSep 24: Connectors configured 4; Active admins 2; Data volume 12.27 GBOct 24: Connectors configured 4; Active admins 2; Data volume 12.48 GBNov 24: Connectors configured 4; Active admins 2; Data volume 12.68 GBDec 24: Connectors configured 6; Active admins 2; Data volume 19.34 GBJan 25: Connectors configured 7; Active admins 2; Data volume 22.93 GBFeb 25: Connectors configured 7; Active admins 2; Data volume 23.26 GBMar 25: Connectors configured 7; Active admins 2; Data volume 23.63 GBApr 25: Connectors configured 7; Active admins 2; Data volume 23.99 GBMay 25: Connectors configured 7; Active admins 2; Data volume 24.36 GBJun 25: Connectors configured 7; Active admins 2; Data volume 24.71 GBJul 25: Connectors configured 7; Active admins 2; Data volume 25.08 GBAug 25: Connectors configured 7; Active admins 2; Data volume 25.45 GBSep 25: Connectors configured 7; Active admins 2; Data volume 25.81 GBOct 25: Connectors configured 7; Active admins 2; Data volume 26.18 GBNov 25: Connectors configured 7; Active admins 2; Data volume 26.53 GBDec 25: Connectors configured 7; Active admins 2; Data volume 26.90 GBJan 26: Connectors configured 7; Active admins 2; Data volume 27.27 GBFeb 26: Connectors configured 7; Active admins 2; Data volume 27.60 GBMar 26: Connectors configured 7; Active admins 2; Data volume 27.97 GBApr 26: Connectors configured 7; Active admins 2; Data volume 28.33 GBMay 26: Connectors configured 7; Active admins 2; Data volume 28.70 GBJun 26: Connectors configured 7; Active admins 2; Data volume 29.06 GBJul 26: Connectors configured 7; Active admins 2; Data volume 29.43 GBAug 26: Connectors configured 7; Active admins 1; Data volume 27.76 GBSep 26: Connectors configured 7; Active admins 1; Data volume 19.34 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 7; Active admins 1; Data volume 19.3 GB. Basis: product usage, facts.usage_monthly:org_002, signals:org_002.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Dec 23223.47 GB
Jan 24223.54 GB
Feb 24223.60 GB
Mar 24325.51 GB
Apr 24325.97 GB
May 24327.50 GB
Jun 244211.64 GB
Jul 244211.85 GB
Aug 244212.06 GB
Sep 244212.27 GB
Oct 244212.48 GB
Nov 244212.68 GB
Dec 246219.34 GB
Jan 257222.93 GB
Feb 257223.26 GB
Mar 257223.63 GB
Apr 257223.99 GB
May 257224.36 GB
Jun 257224.71 GB
Jul 257225.08 GB
Aug 257225.45 GB
Sep 257225.81 GB
Oct 257226.18 GB
Nov 257226.53 GB
Dec 257226.90 GB
Jan 267227.27 GB
Feb 267227.60 GB
Mar 267227.97 GB
Apr 267228.33 GB
May 267228.70 GB
Jun 267229.06 GB
Jul 267229.43 GB
Aug 267127.76 GB
Sep 267119.34 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage falling since May 2026

Direction Falling

Usage is falling: September 2026 had 190 questions against 1,032 in September 2025 (-82%), and active users are 14 against 28 (-50%). Records indexed have dropped, and the champion's platform user was deactivated on 12 Jun 2026.

  • Questions down 82% on September 2025
  • Champion Liam Doherty deactivated on 12 Jun 2026
  • One active admin, down from two in July 2026
  • Records indexed falling since July 2026
The analysis

Recent weeks: Questions in the last four weeks were 172 against 209 in the four before (-18%), while average daily active users were 3.8 against 3.0 (+27%). Records indexed fell from 11,984,748 on 9 Sep 2026 to 9,240,790 on 9 Oct 2026.

Trend: Active users fell from 29 in April 2026 to 14 in September 2026. Records indexed peaked at 14,012,094 in July 2026 and were 9,208,086 in September 2026, with connectors unchanged at seven.

Who uses it: Aisha Rahman is the only active admin; there were two in July 2026. Liam Doherty, who asked 37% of questions over 12 months, was deactivated on 12 Jun 2026; Mark Siddall now leads with 30% over 90 days.

Against the order form: 14 active users is 35% of the 40 Growth seats. Seven connectors are configured against eight contracted.

Usage by monthUsage by week

Made from 2 fact tables

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

AImade from

Documents

Updated 9 Oct 26

28 documents in 6 folders; 5 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

DealStageAmountClose
Brackwell Freight Ltd – Renewalproposal£50,0001 Dec 2026
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • AI record not written yet
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds
  • Columns, left to right: Source rows, Raw things, AI summaries, People, Organisation, Organisation AI, Narratives, Pages

Brackwell Freight Ltd's pages are written from 5 organisation-level AI texts (assessment / next steps), 12 period digests and 1 narrative-level AI text, which in turn draw on 213 AI summaries of 221 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 11 people (11 with an AI write-up) and 7 staff (0 with an AI write-up), shown on 23 pages. 1 AI record in this trail is not written yet.

The trail as a list (block, record, entity, raw row)
  • Activity page block
  • AI opinion page block
    • Brackwell Freight at risk AI record
      • Brackwell Freight: Growth term, renewal open AI record
      • ARR £44,000, all paid, renewal booked AI record
        • Brackwell Freight Ltd – New entity
          • Brackwell Freight Ltd entity
            • accounting/customers.csv org_002 raw row
            • crm/companies.csv org_002 raw row
            • crm/companies.csv org_002_dup raw row
            • product_analytics/tenants.csv org_002 raw row
          • contracts/order_form_lines.csv ctr_002_01:1 raw row
          • contracts/order_form_lines.csv ctr_002_01:2 raw row
          • contracts/order_forms.csv ctr_002_01 raw row
          • crm/deal_line_items.csv deal_002_01:1 raw row
          • crm/deal_line_items.csv deal_002_01:2 raw row
          • +7 more
        • Brackwell Freight Ltd – Expansion entity
          • Brackwell Freight Ltd entity
            • accounting/customers.csv org_002 raw row
            • crm/companies.csv org_002 raw row
            • crm/companies.csv org_002_dup raw row
            • product_analytics/tenants.csv org_002 raw row
          • contracts/order_form_lines.csv ctr_002_02:1 raw row
          • contracts/order_forms.csv ctr_002_02 raw row
          • crm/deal_line_items.csv deal_002_02:1 raw row
          • crm/deal_stage_history.csv deal_002_02:1 raw row
          • crm/deal_stage_history.csv deal_002_02:2 raw row
          • +3 more
        • Brackwell Freight Ltd – Renewal entity
          • Brackwell Freight Ltd entity
            • accounting/customers.csv org_002 raw row
            • crm/companies.csv org_002 raw row
            • crm/companies.csv org_002_dup raw row
            • product_analytics/tenants.csv org_002 raw row
          • contracts/order_form_lines.csv ctr_002_03:1 raw row
          • contracts/order_forms.csv ctr_002_03 raw row
          • crm/deal_line_items.csv deal_002_03:1 raw row
          • crm/deal_stage_history.csv deal_002_03:1 raw row
          • crm/deal_stage_history.csv deal_002_03:2 raw row
          • +3 more
        • Brackwell Freight Ltd – Renewal entity
          • Brackwell Freight Ltd entity
            • accounting/customers.csv org_002 raw row
            • crm/companies.csv org_002 raw row
            • crm/companies.csv org_002_dup raw row
            • product_analytics/tenants.csv org_002 raw row
          • crm/deal_line_items.csv deal_002_04:1 raw row
          • crm/deal_stage_history.csv deal_002_04:1 raw row
          • crm/deal_stage_history.csv deal_002_04:2 raw row
          • crm/deals.csv deal_002_04 raw row
        • facts.arr_monthly:org_002 facts table
          • Brackwell Freight Ltd – New entity
            • Brackwell Freight Ltd entity
              • accounting/customers.csv org_002 raw row
              • crm/companies.csv org_002 raw row
              • crm/companies.csv org_002_dup raw row
              • product_analytics/tenants.csv org_002 raw row
            • contracts/order_form_lines.csv ctr_002_01:1 raw row
            • contracts/order_form_lines.csv ctr_002_01:2 raw row
            • contracts/order_forms.csv ctr_002_01 raw row
            • crm/deal_line_items.csv deal_002_01:1 raw row
            • crm/deal_line_items.csv deal_002_01:2 raw row
            • +7 more
          • Brackwell Freight Ltd – Expansion entity
            • Brackwell Freight Ltd entity
              • accounting/customers.csv org_002 raw row
              • crm/companies.csv org_002 raw row
              • crm/companies.csv org_002_dup raw row
              • product_analytics/tenants.csv org_002 raw row
            • contracts/order_form_lines.csv ctr_002_02:1 raw row
            • contracts/order_forms.csv ctr_002_02 raw row
            • crm/deal_line_items.csv deal_002_02:1 raw row
            • crm/deal_stage_history.csv deal_002_02:1 raw row
            • crm/deal_stage_history.csv deal_002_02:2 raw row
            • +3 more
          • Brackwell Freight Ltd – Renewal entity
            • Brackwell Freight Ltd entity
              • accounting/customers.csv org_002 raw row
              • crm/companies.csv org_002 raw row
              • crm/companies.csv org_002_dup raw row
              • product_analytics/tenants.csv org_002 raw row
            • contracts/order_form_lines.csv ctr_002_03:1 raw row
            • contracts/order_forms.csv ctr_002_03 raw row
            • crm/deal_line_items.csv deal_002_03:1 raw row
            • crm/deal_stage_history.csv deal_002_03:1 raw row
            • crm/deal_stage_history.csv deal_002_03:2 raw row
            • +3 more
          • Brackwell Freight Ltd – Renewal entity
            • Brackwell Freight Ltd entity
              • accounting/customers.csv org_002 raw row
              • crm/companies.csv org_002 raw row
              • crm/companies.csv org_002_dup raw row
              • product_analytics/tenants.csv org_002 raw row
            • crm/deal_line_items.csv deal_002_04:1 raw row
            • crm/deal_stage_history.csv deal_002_04:1 raw row
            • crm/deal_stage_history.csv deal_002_04:2 raw row
            • crm/deals.csv deal_002_04 raw row
          • INV-002-0001 entity
            • Brackwell Freight Ltd entity
              • accounting/customers.csv org_002 raw row
              • crm/companies.csv org_002 raw row
              • crm/companies.csv org_002_dup raw row
              • product_analytics/tenants.csv org_002 raw row
            • accounting/invoice_lines.csv inv_002_001:1 raw row
            • accounting/invoices.csv inv_002_001 raw row
            • accounting/payments.csv pay_002_001 raw row
          • INV-002-0002 entity
            • Brackwell Freight Ltd entity
              • accounting/customers.csv org_002 raw row
              • crm/companies.csv org_002 raw row
              • crm/companies.csv org_002_dup raw row
              • product_analytics/tenants.csv org_002 raw row
            • accounting/invoice_lines.csv inv_002_002:1 raw row
            • accounting/invoices.csv inv_002_002 raw row
            • accounting/payments.csv pay_002_002 raw row
          • +2 more
        • facts.reconciliation_t0:org_002 facts table
          • Brackwell Freight Ltd – New entity
            • Brackwell Freight Ltd entity
              • accounting/customers.csv org_002 raw row
              • crm/companies.csv org_002 raw row
              • crm/companies.csv org_002_dup raw row
              • product_analytics/tenants.csv org_002 raw row
            • contracts/order_form_lines.csv ctr_002_01:1 raw row
            • contracts/order_form_lines.csv ctr_002_01:2 raw row
            • contracts/order_forms.csv ctr_002_01 raw row
            • crm/deal_line_items.csv deal_002_01:1 raw row
            • crm/deal_line_items.csv deal_002_01:2 raw row
            • +7 more
          • Brackwell Freight Ltd – Expansion entity
            • Brackwell Freight Ltd entity
              • accounting/customers.csv org_002 raw row
              • crm/companies.csv org_002 raw row
              • crm/companies.csv org_002_dup raw row
              • product_analytics/tenants.csv org_002 raw row
            • contracts/order_form_lines.csv ctr_002_02:1 raw row
            • contracts/order_forms.csv ctr_002_02 raw row
            • crm/deal_line_items.csv deal_002_02:1 raw row
            • crm/deal_stage_history.csv deal_002_02:1 raw row
            • crm/deal_stage_history.csv deal_002_02:2 raw row
            • +3 more
          • Brackwell Freight Ltd – Renewal entity
            • Brackwell Freight Ltd entity
              • accounting/customers.csv org_002 raw row
              • crm/companies.csv org_002 raw row
              • crm/companies.csv org_002_dup raw row
              • product_analytics/tenants.csv org_002 raw row
            • contracts/order_form_lines.csv ctr_002_03:1 raw row
            • contracts/order_forms.csv ctr_002_03 raw row
            • crm/deal_line_items.csv deal_002_03:1 raw row
            • crm/deal_stage_history.csv deal_002_03:1 raw row
            • crm/deal_stage_history.csv deal_002_03:2 raw row
            • +3 more
          • Brackwell Freight Ltd – Renewal entity
            • Brackwell Freight Ltd entity
              • accounting/customers.csv org_002 raw row
              • crm/companies.csv org_002 raw row
              • crm/companies.csv org_002_dup raw row
              • product_analytics/tenants.csv org_002 raw row
            • crm/deal_line_items.csv deal_002_04:1 raw row
            • crm/deal_stage_history.csv deal_002_04:1 raw row
            • crm/deal_stage_history.csv deal_002_04:2 raw row
            • crm/deals.csv deal_002_04 raw row
          • INV-002-0001 entity
            • Brackwell Freight Ltd entity
              • accounting/customers.csv org_002 raw row
              • crm/companies.csv org_002 raw row
              • crm/companies.csv org_002_dup raw row
              • product_analytics/tenants.csv org_002 raw row
            • accounting/invoice_lines.csv inv_002_001:1 raw row
            • accounting/invoices.csv inv_002_001 raw row
            • accounting/payments.csv pay_002_001 raw row
          • INV-002-0002 entity
            • Brackwell Freight Ltd entity
              • accounting/customers.csv org_002 raw row
              • crm/companies.csv org_002 raw row
              • crm/companies.csv org_002_dup raw row
              • product_analytics/tenants.csv org_002 raw row
            • accounting/invoice_lines.csv inv_002_002:1 raw row
            • accounting/invoices.csv inv_002_002 raw row
            • accounting/payments.csv pay_002_002 raw row
          • +3 more
        • +5 more
      • Value challenge ahead of Growth renewal AI record
        • Brackwell Freight Ltd / BG-Demo – Check In entity
          • Brackwell Freight Ltd entity
            • accounting/customers.csv org_002 raw row
            • crm/companies.csv org_002 raw row
            • crm/companies.csv org_002_dup raw row
            • product_analytics/tenants.csv org_002 raw row
          • call_recorder/calls.csv call_002_047 raw row
        • Brackwell Freight Ltd entity
          • accounting/customers.csv org_002 raw row
          • crm/companies.csv org_002 raw row
          • crm/companies.csv org_002_dup raw row
          • product_analytics/tenants.csv org_002 raw row
      • Usage down to three or four a day AI record
        • Brackwell Freight Ltd / BG-Demo – Check In entity
          • Brackwell Freight Ltd entity
            • accounting/customers.csv org_002 raw row
            • crm/companies.csv org_002 raw row
            • crm/companies.csv org_002_dup raw row
            • product_analytics/tenants.csv org_002 raw row
          • call_recorder/calls.csv call_002_048 raw row
        • Brackwell Freight Ltd entity
          • accounting/customers.csv org_002 raw row
          • crm/companies.csv org_002 raw row
          • crm/companies.csv org_002_dup raw row
          • product_analytics/tenants.csv org_002 raw row
      • Renewal call: value and price challenged AI record
        • Brackwell Freight Ltd / BG-Demo – Renewal entity
          • Brackwell Freight Ltd entity
            • accounting/customers.csv org_002 raw row
            • crm/companies.csv org_002 raw row
            • crm/companies.csv org_002_dup raw row
            • product_analytics/tenants.csv org_002 raw row
          • call_recorder/calls.csv call_002_049 raw row
        • Brackwell Freight Ltd entity
          • accounting/customers.csv org_002 raw row
          • crm/companies.csv org_002 raw row
          • crm/companies.csv org_002_dup raw row
          • product_analytics/tenants.csv org_002 raw row
      • QBR: usage and value case under scrutiny AI record
      • +41 more
  • ARR journey page block
    • AI facts page block
      • Contacts page block
        • +5 more
      • Open deals page block
        • Documents page block
          • +22 more
        • Finance read page block
          • hero page block
            • History by quarter page block
              • +6 more
            • Key facts page block
              • Evidence trail page block
                • The story page block
                  • Next step page block
                    • Open tickets (computed from the records; nothing to show yet) page block
                      • Profile page block
                        • Sources page block
                          • Platform usage page block
                            • Usage read page block
                              Computedmade from
                              Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage
                              made from

                              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

                              Open as a page

                              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

                              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.

                              What the data covers

                              DataRecords
                              Organisations300
                              People at customers1,880
                              BG-Demo staff records (in post and leavers)65
                              Calls2,593
                              Email threads3,882
                              Support tickets1,502
                              Documents1,582
                              Deals403
                              Invoices365
                              Events49
                              News items147

                              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.
                              Help

                              Ask B

                              B-Viz · read-only