B-Viz
Calderbrook Housing Group logo

Calderbrook Housing Group

Lost£0

AI facts

As at Fri 9 Oct 2026

Calderbrook Housing Group held a Growth subscription for 40 licensed users at £44k a year, last under the order form signed 11 Aug 2025 for 2 Sep 2025 to 1 Sep 2026. Active users fell from 14 in May 2026 to 5 in Sep 2026 (-64%). Craig Oduya gave written notice of non-renewal on 6 Jul 2026, and the renewal deal closed lost to an in-house build. All three invoices were paid within terms.

Read from 44 calls · 75 email threads · 19 tickets · 6 news items · 3 deals · 12 people · 23 documents, newest 2 Sep 26

Profile

Updated 9 Oct 26
  • IndustryHousing associationSource: CRM company record
  • Websitecalderbrook.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLeedsSource: CRM company record
  • Size1,200 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Daniel Okafor
  • Customer since2 Sep 2024Source: first executed order form ctr_007_01, signed 16 Aug 2024 · Growth tier · In the CRM since 7 Jun 2024
  • TypeChurneddiffersSource: contracts and invoices (signals) · CRM stage former_customer · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Lost, because the Growth term ended on 1 Sep 2026 after written notice, with Calderbrook moving to an in-house platform. Trust in the arrears and repairs figures had eroded and usage had already fallen. Helen Marsden would not rule out a return, so a clean export keeps a win-back open.

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

Key facts

Updated 9 Oct 26
  • TierGrowthSource: deal_007_02
  • Last contact2 Sep 2026Email: Notes from our check-in · 37 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since Sep 2024 · 5 connectors configured
  • Licensed seats405 active users in Sep 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Daniel Okafor sends Helen Marsden the written holdings summary and board pack reconciliation note, and asks Calderbrook to choose return or deletion of its data under the DPA. Re engage
Who
Daniel Okafor Daniel Okafor
When
This week by 9 Oct 2026
Why
Daniel Okafor should send Helen Marsden the promised holdings summary and board pack reconciliation, ask Calderbrook to choose return or deletion under the DPA, and confirm a written exit plan. This closes the exit cleanly and keeps a win-back open.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Craig Oduya gave written notice on 6 Jul 2026 and the Growth term at £44k a year ended on 1 Sep 2026. Calderbrook moved to an in-house platform after usage fell and its figures stopped reconciling. The exit handover is still open.

Lost: Calderbrook Housing Group's Growth subscription at £44k a year, under the order form signed 11 Aug 2025, ended on 1 Sep 2026. Craig Oduya gave written notice on 6 Jul 2026, and no later executed paper exists.

Active users fell from 14 in May 2026 to 5 in Sep 2026 (-64%), and questions fell from 240 to 60 (-75%). Will Carter asked 26% and Tara Norris 23% of questions over the last 12 months.

Calderbrook moved to an in-house platform after its arrears and repairs figures stopped reconciling, though all three invoices were paid. No reply to Craig's notice or exit plan is recorded, but Helen Marsden, the champion, would not rule out a return.

Daniel Okafor should send Helen the holdings summary and the board pack reconciliation by 9 Oct 2026. He should also ask Calderbrook to choose return or deletion of its data under the DPA.

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

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£25k£50kJan 25Jun 25Nov 25Apr 26Sep 26newchurn£0£0Sep 24: Contracted ARR £44,000; Invoiced ARR £44,000Oct 24: Contracted ARR £44,000; Invoiced ARR £44,000Nov 24: Contracted ARR £44,000; Invoiced ARR £44,000Dec 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 £0; Invoiced ARR £0

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 £0; Invoiced ARR £0. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_007.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Sep 24£44,000£44,000
Oct 24£44,000£44,000
Nov 24£44,000£44,000
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£0£0
Accountingmade from

Finance read

As at Fri 9 Oct 2026

Churned, ARR now £0, all paid

Standing Paid upARR Ended

Contracted ARR was £44k on the Growth order form and fell to £0 when the last one ended on 1 Sep 2026. All three invoices were paid within terms. The CRM already shows £0, so there is no mismatch.

  • Churned: last order form ended on 1 Sep 2026
  • Renewal lost on 6 Jul 2026 to an in-house build
  • CRM, invoices and order forms agree at £0
The analysis

Recurring revenue: ARR started at £44k on the new Growth order form from 2 Sep 2024 and stayed there through the renewal order form. It fell by £44k to £0 after the last order form ended on 1 Sep 2026.

Next commitment: there is none. The renewal deal was closed lost on 6 Jul 2026 with the reason in-house build.

Billing: INV-007-0001, INV-007-0002 and INV-007-0003 were all paid within terms and nothing is owed. The CRM shows £0 and stage former customer, matching the invoiced run rate and the order forms.

Deals: three deals, none open. The owner, Tom Ashdown, is active in HR.

Made from 3 deals · 2 fact tables · 3 invoices

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

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: in-house platform puts renewal at risk

    Calderbrook's repairs connector stalled and arrears figures failed to reconcile, usage fell, and a new director, Craig Oduya, put the Growth renewal under review against an in-house platform. No renewal commitment by 30 Jun 2026.

    The analysis

    Check-in: On 8 Apr 2026 Helen Marsden found the repairs figure below the housing system, with records from that connector flat. Her director compares £44k with the cost of two developers, and about five of forty users are active.

    News: A 14 Apr 2026 trade item reported Calderbrook launching an in-house data platform. It does not name the outside product it replaces.

    QBR: On 28 Apr 2026 Helen raised an arrears total that differs from the housing system report. In a 29 Apr 2026 email she said fewer of her team log in because they no longer trust those figures.

    Support: Three routine how-to tickets (12 May 2026, 22 May 2026, 1 Jun 2026) from Paul Rigby concerned dashboard export, including a request for daily 06:00 scheduled exports.

    Renewal: On 1 Jun 2026 Craig Oduya, Director of Digital and Data, asked for notice, export and exit terms in writing. On 3 Jun 2026 Amara Obi told him about four people are active against 40 licences.

    Calls: Craig described a mandate of fewer suppliers and one in-house platform on 8 Jun 2026. On 25 Jun 2026 he asked for exit terms and called scope reduction more relevant, and Helen would keep four connectors.

    Open at the end: No renewal decision, term ending 1 Sep 2026, and the written exit position was still owed. The arrears gap may be a filter definition. The evidence does not show a new date for the 6 Jul 2026 placeholder.

    Made from 4 calls · 7 email threads · 1 news item · 3 tickets

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

  2. Q1 2026

    Q1 2026: double-counting and exit question

    Repeated repairs double-counting after a housing system upgrade eroded Helen Marsden's trust and use. Craig Oduya then asked for an exit position as an in-house platform was discussed. The renewal outcome is not shown.

    The analysis

    Repairs data: From 12 Jan 2026 Paul Rigby raised repeated tickets about repairs jobs counted twice after the housing system upgrade. Fixes to the ingest parser and join logic did not hold.

    QBR and escalation: At the 26 Jan 2026 QBR and the 27 Jan 2026 escalation, Helen Marsden said the board pack repairs figure did not reconcile. About six people were active against forty licences.

    Support: On 28 Jan 2026 Helen said a promised update had not reached her, and Esther Quaye named Dominic Hale as ticket owner. On 5 Feb 2026 Bethan Lister traced the duplicates to the housing system export.

    People: On 2 Feb 2026 Amara Obi introduced herself as third CSM. Craig Oduya refused to discuss renewal and asked for a written exit position.

    Renewal: On 5 Mar 2026 Helen said the digital team was considering an in-house platform, and asked for figures for the board. At the 10 Mar 2026 QBR Craig said every contract was under review, and Sofia Marchetti committed to a written exit note.

    Connector: Tickets continued: status mismatches on 24 Feb 2026, a dozen duplicates on 16 Mar 2026, two days without data on 23 Mar 2026, and 70 of about 200 jobs indexed on 30 Mar 2026.

    Open at the end: Growth stays at £44k a year, renewal 2 Sep 2026. The arrears difference was unexplained and the renewal outcome is not shown.

    Made from 4 calls · 9 email threads · 11 tickets

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

  3. Q4 2025

    Q4 2025: value doubts and in-house review

    Repairs and arrears figures that would not reconcile, a new Director of Digital and Data reviewing BG-Demo against an in-house platform, a CSM handover and falling use put the Growth renewal under question.

    The analysis

    Reconciliation: On 17 Oct 2025 Helen Marsden said the repairs figures in the board pack did not reconcile with the housing system. On 23 Oct 2025 Paul Rigby reported repairs jobs counted twice and wanted an update early the next week.

    QBR: At the 22 Oct 2025 QBR Helen asked for cost set against value, as the board will ask about the £44k a year. Only about a quarter of the forty seats were active, and Paul was the only day-to-day admin.

    People: Calderbrook appointed Craig Oduya as Director of Digital and Data (news, 4 Nov 2025). Esther Quaye took over from Daniel Okafor as CSM and wrote to Helen on 18 Nov 2025.

    In-house review: On the 20 Nov 2025 call Craig said BG-Demo is reviewed like every other supplier. He asked about the exit position and would not commit to a renewal conversation, its outcome or budget.

    Arrears: On the 24 Nov 2025 call Helen found the arrears figure differed from the housing system extract. Daniel traced it to nightly refresh timing and agreed a one-pager for her finance director.

    Usage: On 17 Dec 2025 Helen warned that fewer people might appear in the system. On 29 Dec 2025 she said users had stopped investing time because the direction was changing.

    Open at the end: The arrears trace was unresolved and the in-house platform decision was unknown. The Growth term runs to 1 Sep 2026, with renewal on 2 Sep 2026.

    Made from 4 calls · 5 email threads · 1 news item

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

  4. Q3 2025

    Q3 2025: in-house build threatens Growth renewal

    Helen Marsden kept raising unreconciled arrears and repairs figures and falling use. An in-house platform under review above her put the Growth renewal in doubt. The term ended 1 Sep 2025; the 21 Aug 2025 call said the group had decided to build.

    The analysis

    July: On 1 Jul 2025 Helen said board-pack arrears figures were closer but still did not match. On 7 Jul 2025 she said an in-house platform was being looked at above her, asked about a smaller tier and put the renewal conversation on hold.

    Renewal: On 23 Jul 2025 she said the executive team would choose once an IT group reported, and asked what a clean data handover would look like. The 28 Jul 2025 QBR showed about ten of forty users active.

    Order form: On 7 Aug 2025 Tom Ashdown sent the Growth renewal at £44k for 40 users. Helen confirmed the terms matched but would not sign for people who had not decided.

    Turning point: On 21 Aug 2025 Helen said the group had decided to build its own platform. She wanted limited board pack cover after 1 Sep 2025, and invoice INV-007-0003 for £44k net was issued on 19 Aug 2025.

    September: At the 15 Sep 2025 QBR logins were down by about a quarter, though seven of nine dashboards feed the board pack. On 17 Sep 2025 about eight of forty seats were active. Helen wanted a sourced arrears figure before the board asks what the brain is worth.

    Open at the end: The arrears reconciliation, the usage summary, the value summary and any signed renewal. The evidence does not show a signature.

    Made from 6 calls · 10 email threads

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

  5. Q2 2025

    Q2 2025: in-house rival, figures unreconciled

    Helen Marsden stayed supportive but lost trust in the arrears and repairs figures. An in-house platform was being costed ahead of the 1 Sep 2025 Growth renewal, which she would not confirm. It was still open at quarter end.

    The analysis

    Data quality: On 4 Apr 2025 Paul Rigby raised duplicate repairs job refs after the housing system upgrade, and Bethan Lister applied a deduplication filter. On 7 Apr 2025 the arrears count did not reconcile, and Daniel Okafor said the fix is on BG-Demo's side.

    In-house option: At the 28 Apr 2025 QBR Helen said the executive team had asked IT to look at building in-house, and that it was not her proposal. On 13 Jun 2025 she said the technology group was costing it, with about ten daily users on forty seats.

    Renewal: On 13 May 2025 Daniel confirmed Growth at £44k a year, matching the order form and invoices. On 3 Jun 2025 Helen would not confirm the renewal without usage evidence.

    Support: On 22 May 2025 a scheduled start date field was found unmapped in the connector. On 9 Jun 2025 a hung repairs connector slowed the board-pack query, and on 10 Jun 2025 Helen said her team was using the platform less because they do not trust the totals.

    News: On 25 Jun 2025 Calderbrook responded to a regulatory announcement, expecting stronger, more timely information. The announcement's content is not in the item.

    Open at the end: Arrears and repairs figures still did not reconcile, and the usage summary and written renewal terms were owed. Questions remained concentrated in two people.

    Made from 4 calls · 8 email threads · 1 news item · 3 tickets

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

  6. Q1 2025

    Q1 2025: value case sought ahead of renewal

    Ten reads, mostly positive. Helen Marsden championed the brain, usage rose, and arrears mismatches proved to be timing. She needs a value case for her board before the 1 Sep 2025 renewal. A restructuring and an IT platform discussion were flagged.

    The analysis

    Board pack and arrears: Helen Marsden traced a repairs mismatch on the 2 Jan 2025 call to export timing, not the brain. The 24 Jan 2025 QBR arrears gap was a load cut-off, and the 17 Mar 2025 gap a month-end posting timing issue; all were resolved.

    Usage: Usage rose from seven or eight daily users at the 24 Jan 2025 QBR to around eleven on the 20 Feb 2025 call, against 40 Growth licences. The complaints team and area managers want access, and housing officers want a pilot.

    Support: On 30 Jan 2025 Bethan Lister confirmed scheduled exports exist in the dashboard builder, which Helen had not known. On 12 Feb 2025 Helen asked for a plain-terms cause of a resolved complaints-categories ticket so she could reassure the board.

    Renewal: Helen raised the renewal herself on the 2 Jan 2025 call, and Daniel Okafor opened it formally on 11 Mar 2025. The term runs to 1 Sep 2025, with Growth at £44k confirmed on the order form and invoices.

    People and risk: A restructuring announced on 25 Feb 2025 affects support and management roles; the evidence does not show whether Helen's team is affected. On 17 Mar 2025 Helen flagged an IT group data platform discussion that she is not leading.

    Open at the end: A one-page value summary for Helen, the source trail export for the board pack, a stock condition connector and the complaints log connector were still open.

    Made from 4 calls · 4 email threads · 1 news item · 1 ticket

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

  7. Q4 2024

    Q4 2024: onboarding, duplicates, rising use

    Calderbrook onboarded on Growth. Duplicate repairs jobs and an arrears figure that did not tie to the board pack dominated. Training in Oct and Nov lifted use, but Helen Marsden still wanted arrears traced to source at year end.

    The analysis

    Onboarding: From 1 Oct 2024 Callie Brennan ran four calls with Helen Marsden and Paul Rigby on access, mapping and acceptance. Helen wanted every board number traceable, and Paul said repairs jobs had been double-counted since the housing system upgrade.

    Duplicates: On 2 Oct 2024 repairs and complaints were connected. On 18 Oct 2024 Callie said she would keep one row per job reference and hold the repairs connector until checked row by row.

    Access: On 16 Oct 2024 IT was nervous about a service account on the live system. On 23 Oct 2024 nothing was ticked on the access checklist, and only Helen and Paul were admins.

    Training: On 29 Oct 2024 the arrears total differed from the board pack and the duplicates remained open. On 11 Nov 2024 Helen traced an arrears difference to a cut-off date, Paul built a repairs stand-up dashboard, and she planned a staged rollout.

    Adoption: Customer-side use was three people in late Oct 2024. On 22 Nov 2024 Helen said colleagues were asking questions themselves, and on 2 Dec 2024 around seven were active against forty licensed users.

    Commercial: Growth at £44k matched the order form and invoices, and the renewal was framed on 2 Dec 2024 as next September.

    Open at the end: On 24 Dec 2024 Helen said repairs and complaints were better but she would not endorse the arrears section until traced to source. Daniel Okafor owed the arrears trail. Paul did not reply to the webinar or roundtable invitations.

    Made from 7 calls · 9 email threads

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

  8. Q3 2024

    Q3 2024: Growth deal signed, onboarding begins

    Calderbrook moved from demos to a Growth order form and onboarding. Helen Marsden's condition throughout was that board figures reconcile to source. Duplicate repairs rows, arrears access and a single admin were open at the end.

    The analysis

    Demos, 1 to 22 Jul 2024: Calderbrook's own-data demo on 8 Jul 2024 made the repairs count match the repairs manager's figure. The 12 Jul 2024 demo showed repairs jobs arriving twice since the housing system upgrade.

    Proposal: Growth was proposed at £56k all in, covering implementation and first year, not a yearly price. On 22 Jul 2024 Helen asked for the split and a test on three figures, and noted an IT colleague had floated an in-house build.

    Negotiation, 5 to 14 Aug 2024: Helen would not go to her director until arrears, complaints and repairs reconcile. On 6 Aug 2024 she set three open points: named connectors, a reconciliation acceptance check and terms for an additional team. On 14 Aug 2024 she asked for the split and written scope confirmation, calling 16 Aug 2024 tight.

    Billing: invoices followed on 19 Aug 2024 (£12k net) and 2 Sep 2024 (£44k net, due 2 Oct 2024). Nell Ashcombe asked Helen to bring more of her team in.

    Onboarding, 10 to 25 Sep 2024: The kickoff on 10 Sep 2024 confirmed Growth with 40 users, and only two people were using it. Paul Rigby, the only admin, repeatedly showed duplicate repairs rows. Bethan Lister fixed a slow drill-down query on 20 Sep 2024.

    Open at the end: Arrears access from IT and finance was outstanding. Helen would use nothing in the board pack until it reconciles. The complaints contact and a second admin were not named.

    Made from 7 calls · 16 email threads · 1 news item · 1 ticket

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

  9. Q2 2024

    Q2 2024: discovery, traceability and price

    Three reads in late June 2024: Helen Marsden at Calderbrook Housing Group booked and held a discovery call on repairs and arrears figures that do not reconcile. Tom Ashdown floated £56k for Growth; she wants a written breakdown.

    The analysis

    Booking: On 19 Jun 2024 Tom Ashdown set up a discovery call with Helen Marsden, Head of Business Intelligence. She said repairs and arrears in the board pack do not reconcile to the housing management system, and the call was confirmed for Thursday at 10:00.

    Discovery: On 24 Jun 2024 the call showed the repairs figure differs across the housing management system, the contractor job system and the complaints log. Her two analysts spend most of a week each month reconciling, and she will not put a number to the board without seeing the source records.

    Price: Tom quoted £56k for the Growth tier as the total deal value, implementation included and not a yearly subscription figure. Helen is not the budget holder, and her finance director will ask about one-off against recurring cost and the price after the first year.

    Follow-up: On 26 Jun 2024 Helen ranked arrears worst, complaints second and repairs third, and asked whether every answer can be traced to its source. She wants the price breakdown in writing; the £56k is an unconfirmed placeholder with an expected close of 16 Aug 2024.

    Open at the end: Tom owes a demo on Calderbrook's own data and a written commercial breakdown, including the one-off and subscription split and the renewal price. The director of strategy, finance director, head of customer services and IT still need to be involved. The decision window ends 16 Aug 2024.

    Made from 1 call · 2 email threads

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

  10. Q1 2024

    Q1 2024: one results news item, no trigger

    One read in the quarter: the 18 Mar 2024 news item on Calderbrook Housing Group's annual results. It restates an existing data aim and announces no change of supplier, structure or leadership. Background only.

    The analysis

    This period holds one read, a news item. There were no calls, email threads or tickets in the quarter.

    18 Mar 2024, results: Pennine Newswire reported that Calderbrook published results for the latest financial year. It described steady operational delivery and demanding conditions for repairs, tenant budgets and safety expectations, and named rent arrears as an area of close attention.

    Data aim: the business-intelligence team is expected to continue work on a joined-up view of performance. The read judges this a restatement of an aim already in place, not a trigger, and rates its significance low.

    Opportunity: the stated wish for a single view of performance fits the purpose of B-Viz. The read records no risks and no next steps.

    Open at the end: nothing is shown as open. The evidence does not show any customer contact, usage change or commercial discussion in the quarter.

    Made from 1 news item

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

Platform usage

Updated 9 Oct 26
Active users · Sep 26
5down 6 vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
60down 120 vs 3 months earlier
Connectors configured · Sep 26
5level vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
1down 1 vs 3 months earlier
Data volume · Sep 26
0.0 GBdown 16.1 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
00201,000402,000Sep 24Dec 24Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included users (40)40560Sep 24: Active users 9; Licensed seats 40; Questions asked 212Oct 24: Active users 17; Licensed seats 40; Questions asked 589Nov 24: Active users 20; Licensed seats 40; Questions asked 957Dec 24: Active users 23; Licensed seats 40; Questions asked 885Jan 25: Active users 26; Licensed seats 40; Questions asked 1,349Feb 25: Active users 26; Licensed seats 40; Questions asked 1,379Mar 25: Active users 26; Licensed seats 40; Questions asked 1,322Apr 25: Active users 26; Licensed seats 40; Questions asked 1,343May 25: Active users 26; Licensed seats 40; Questions asked 1,337Jun 25: Active users 26; Licensed seats 40; Questions asked 1,356Jul 25: Active users 26; Licensed seats 40; Questions asked 1,564Aug 25: Active users 26; Licensed seats 40; Questions asked 820Sep 25: Active users 31; Licensed seats 40; Questions asked 610Oct 25: Active users 29; Licensed seats 40; Questions asked 564Nov 25: Active users 27; Licensed seats 40; Questions asked 518Dec 25: Active users 25; Licensed seats 40; Questions asked 471Jan 26: Active users 22; Licensed seats 40; Questions asked 425Feb 26: Active users 20; Licensed seats 40; Questions asked 379Mar 26: Active users 18; Licensed seats 40; Questions asked 332Apr 26: Active users 16; Licensed seats 40; Questions asked 286May 26: Active users 14; Licensed seats 40; Questions asked 240Jun 26: Active users 11; Licensed seats 40; Questions asked 180Jul 26: Active users 8; Licensed seats 40; Questions asked 120Aug 26: Active users 5; Licensed seats 40; Questions asked 60Sep 26: Active users 5; Licensed seats 40; Questions asked 60

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. Latest (Sep 26): Active users 5; Licensed seats 40; Questions asked 60. Basis: product usage, facts.usage_monthly:org_007, signals:org_007.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Sep 24940212
Oct 241740589
Nov 242040957
Dec 242340885
Jan 2526401,349
Feb 2526401,379
Mar 2526401,322
Apr 2526401,343
May 2526401,337
Jun 2526401,356
Jul 2526401,564
Aug 252640820
Sep 253140610
Oct 252940564
Nov 252740518
Dec 252540471
Jan 262240425
Feb 262040379
Mar 261840332
Apr 261640286
May 261440240
Jun 261140180
Jul 26840120
Aug 2654060
Sep 2654060
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB420.0 GB840.0 GBSep 24Dec 24Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included connectors (8)510.0 GBSep 24: Connectors configured 4; Active admins 2; Data volume 19.72 GBOct 24: Connectors configured 5; Active admins 2; Data volume 25.15 GBNov 24: Connectors configured 6; Active admins 2; Data volume 30.76 GBDec 24: Connectors configured 6; Active admins 2; Data volume 31.36 GBJan 25: Connectors configured 6; Active admins 2; Data volume 31.96 GBFeb 25: Connectors configured 6; Active admins 2; Data volume 32.51 GBMar 25: Connectors configured 6; Active admins 2; Data volume 33.11 GBApr 25: Connectors configured 6; Active admins 2; Data volume 33.69 GBMay 25: Connectors configured 6; Active admins 2; Data volume 34.29 GBJun 25: Connectors configured 6; Active admins 2; Data volume 34.87 GBJul 25: Connectors configured 6; Active admins 2; Data volume 35.47 GBAug 25: Connectors configured 6; Active admins 2; Data volume 36.07 GBSep 25: Connectors configured 6; Active admins 3; Data volume 36.52 GBOct 25: Connectors configured 6; Active admins 3; Data volume 36.85 GBNov 25: Connectors configured 6; Active admins 3; Data volume 36.91 GBDec 25: Connectors configured 6; Active admins 3; Data volume 34.61 GBJan 26: Connectors configured 6; Active admins 2; Data volume 32.22 GBFeb 26: Connectors configured 6; Active admins 2; Data volume 29.98 GBMar 26: Connectors configured 5; Active admins 2; Data volume 22.85 GBApr 26: Connectors configured 5; Active admins 2; Data volume 20.71 GBMay 26: Connectors configured 5; Active admins 2; Data volume 18.43 GBJun 26: Connectors configured 5; Active admins 2; Data volume 16.15 GBJul 26: Connectors configured 5; Active admins 1; Data volume 11.32 GBAug 26: Connectors configured 5; Active admins 1; Data volume 5.66 GBSep 26: Connectors configured 5; Active admins 1; Data volume 0.00 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 5; Active admins 1; Data volume 0.0 GB. Basis: product usage, facts.usage_monthly:org_007, signals:org_007.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Sep 244219.72 GB
Oct 245225.15 GB
Nov 246230.76 GB
Dec 246231.36 GB
Jan 256231.96 GB
Feb 256232.51 GB
Mar 256233.11 GB
Apr 256233.69 GB
May 256234.29 GB
Jun 256234.87 GB
Jul 256235.47 GB
Aug 256236.07 GB
Sep 256336.52 GB
Oct 256336.85 GB
Nov 256336.91 GB
Dec 256334.61 GB
Jan 266232.22 GB
Feb 266229.98 GB
Mar 265222.85 GB
Apr 265220.71 GB
May 265218.43 GB
Jun 265216.15 GB
Jul 265111.32 GB
Aug 26515.66 GB
Sep 26510.00 GB

Usage read

As at Fri 9 Oct 2026

Usage fell to near zero by September 2026

Direction Ended

Usage has ended: no usage in the five weeks to 9 Oct 2026, and the last day with any usage was 1 Sep 2026. Questions fell from 610 in September 2025 to 60 in September 2026, and there is no live order form.

  • No usage for five weeks; last usage 1 Sep 2026
  • Steady decline for a year: 31 active users to 5
  • Records indexed dropped to 0 on 1 Sep 2026
  • No live order form
The analysis

Recent weeks: no usage was reported in the five weeks ending 11 Sep 2026 to 9 Oct 2026. The last day with any usage was 1 Sep 2026, when records indexed dropped from 2,695,908 to 0.

Trend: active users fell from 31 in September 2025 to 5 in September 2026 (-84%). Questions fell from 610 to 60 (-90%), and active admins from 3 in December 2025 to 1.

Who uses it: Will Carter (26%) and Tara Norris (23%) carried the questions over the last 12 months, so use was concentrated in two people. Paul Rigby was the only admin active in September 2026. All contacts' platform users were deactivated on 1 Sep 2026.

Against the order form: there is no live order form. September 2026 showed 5 active users against 40 licensed, with 5 connectors configured.

Made from 2 fact tables

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

Documents

Updated 9 Oct 26

23 documents in 8 folders; 4 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • other
  • 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

No open deals.

Open tickets

No open tickets.

Helpdeskmade from

Activity

Contacts

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

Calderbrook Housing Group's pages are written from 3 organisation-level AI texts (assessment / next steps), 10 period digests and 1 narrative-level AI text, which in turn draw on 167 AI summaries of 173 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 12 people (12 with an AI write-up) and 11 staff (0 with an AI write-up), shown on 20 pages.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage

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