AI facts
As at Fri 9 Oct 2026Maelbeek Assurances holds a Starter order form signed 16 Jan 2026 at £22k a year plus £6,000 implementation, running 1 Feb 2026 to 31 Jan 2027. Questions asked rose from 460 in May 2026 to 578 in Sep 2026 (26%), with active users flat at 14. Renewal falls on 1 Feb 2027, 115 days away, at £22k, and a check-in with Elise Claes is booked for 2 Nov 2026. Arnaud Janssens, the champion, had his platform user deactivated on 4 Sep 2026.
Profile
Updated 9 Oct 26- IndustryInsurance brokingSource: CRM company record
- Websitemaelbeek.exampleSource: CRM company record
- CountryBelgiumSource: CRM company record · CRM code BE · Region EU
- HQ cityBrusselsSource: CRM company record
- Size230 employeesSource: CRM company record
- CRM ownerLewis KerrSource: CRM company record · Account Executive · CSM Marcus Bell
- Customer since1 Feb 2026Source: first executed order form ctr_028_01, signed 16 Jan 2026 · Starter tier · In the CRM since 28 Aug 2025
- TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
- StateAt riskSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
AI opinion
As at Fri 9 Oct 2026At risk: the champion's platform user was deactivated 115 days before an auto-renewal, Thomas Janssens carries 38% of questions alone, and the CRM sync fault has no cause on record. Usage is rising and invoices are paid, so a value case with Elise Claes should hold it.
Key facts
Updated 9 Oct 26- Contracted ARR£22,000Source: executed order form ctr_028_01, 1 Feb 2026 to 31 Jan 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
- Next renewal1 Feb 2027Basis: order form ctr_028_01 ends 31 Jan 2027 · In 115 days · Renewal price £22,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
- Term1 Feb 2026 to 31 Jan 2027Source: order form ctr_028_01 (new), signed 16 Jan 2026 · Billed annually · 15 seats, 4 connectors
- TierStarterSource: the current order form
- Last contact18 Sep 2026Email: Revenue leaders roundtable · 21 days before 9 Oct 2026
- Tenanteu-west-1Source: product analytics, reporting since Feb 2026 · 3 connectors configured
- Licensed seats1514 active users in Sep 2026 · Order form ctr_028_01: 15 seats
Next step
As at Fri 9 Oct 2026- What
- Marcus Bell uses the 2 Nov 2026 check-in to agree a named executive sponsor with Elise Claes and presents a value case ahead of the 1 Feb 2027 Starter renewal. At-risk save
- Who
Marcus Bell
- When
- This quarter by 2 Nov 2026
- Why
- Marcus Bell should use the 2 Nov 2026 check-in with Elise Claes to name a new executive sponsor. Arnaud Janssens, the champion, was deactivated on 4 Sep 2026, and the Starter renewal is due on 1 Feb 2027. Bring a value case and a fix for the CRM sync.
The story
As at Fri 9 Oct 2026At risk: Maelbeek Assurances' champion, Arnaud Janssens, was deactivated on 4 Sep 2026, 115 days before the £22k Starter renewal. Usage is rising, but Thomas Janssens carries 35% of questions. Marcus Bell should name a new sponsor on 2 Nov 2026.
At risk: Maelbeek Assurances holds an executed Starter order form at £22k a year, running from 1 Feb 2026 to 31 Jan 2027. The MSA auto-renews it on 1 Feb 2027, 115 days away, unless 90 days' written notice is given.
Questions rose from 460 in May 2026 to 578 in Sep 2026 (26%), with active users flat at 14 of 15 seats. Thomas Janssens, the only active admin, asks 35% of questions, and the champion, Arnaud Janssens, was deactivated on 4 Sep 2026.
Six tickets came in over the last 90 days, and the CRM connector sync was still red with no cause shown on 9 Sep 2026. The evidence does not show whether Arnaud has left Maelbeek Assurances.
Marcus Bell should use the booked 2 Nov 2026 check-in with Elise Claes, the Chief Executive, to agree a named executive sponsor and present a value case.
ARR journey
Updated 9 Oct 26One 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 £22k; Invoiced ARR £22k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_028.
Show the figures as a table
| Month | Contracted ARR | Invoiced ARR |
|---|---|---|
| Feb 26 | £22,000 | £22,000 |
| Mar 26 | £22,000 | £22,000 |
| Apr 26 | £22,000 | £22,000 |
| May 26 | £22,000 | £22,000 |
| Jun 26 | £22,000 | £22,000 |
| Jul 26 | £22,000 | £22,000 |
| Aug 26 | £22,000 | £22,000 |
| Sep 26 | £22,000 | £22,000 |
Finance read
As at Fri 9 Oct 2026ARR £22k, all paid in terms
Contracted ARR is £22k on the Starter order form, first booked Feb 2026. CRM, invoices and order form agree. Both invoices were paid within terms. Renewal is 1 Feb 2027 at the same price.
- Contracted ARR £22k since Feb 2026
- CRM, invoices and order form agree
- Renewal 1 Feb 2027 at an unchanged price
The analysis
Recurring revenue: The executed Starter order form gives contracted ARR of £22k, which began in Feb 2026 and has not moved since. It runs from 1 Feb 2026 to 31 Jan 2027 with 15 seats and 4 connectors.
Next commitment: Renewal falls on 1 Feb 2027, 115 days after the as-of date. The renewal price is £22k against £22k today, a change of +£0.
Billing: INV-028-0001 (£6,000 net) and INV-028-0002 (£22k net) were both paid within terms. Nothing is overdue, disputed or credited. CRM ARR, invoiced run rate and order-form ARR are all £22k, so there is no difference to explain.
Deals: The one new Starter deal is closed won and owned by Lewis Kerr, who is active in HR. No deal is open.
Made from 1 deal · 2 fact tables · 2 invoices
History by quarter
As at Fri 9 Oct 2026Each 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.
- Q2 2026
Q2 2026: four tickets, all complaints
Four tickets in the quarter, each a complaint: slow queries, incomplete search results, blank CSV exports and a stale Xero connector. First responses ranged from 128 to 796 minutes. The last ticket was still open when the quarter ended.
The analysis
Performance: On 13 Apr 2026 Thomas reported severe slowness affecting all 15 users. Olivia found large analytical queries in Thomas's account hitting the indexed data heavily; the cause was customer-side, not the BG-Demo platform. The ticket was solved by 16 Apr 2026.
Search: On 21 Apr 2026 Lucas Goossens reported incomplete search results for records confirmed to be in the system, after cache clearing and several search terms. First response took 153 minutes; Olivia Grant asked for a specific record and linked it to the earlier performance issue. The ticket was resolved on 5 May 2026.
Export: On 29 May 2026 Thomas Janssens found that CSV exports showed blank columns for fields visible in the interface, blocking the finance system integration. First response took 128 minutes; Bethan Lister asked which fields were affected. Resolved on 9 Jun 2026.
Connector: On 16 Jun 2026 Arnaud Janssens reported that the Xero connector showed as connected but had loaded no new data for over 24 hours. First response took 796 minutes, and the ticket was resolved on 2 Jul 2026.
Open at the end: the Xero ticket was unresolved at 30 Jun 2026. The reads do not show the root cause of the search or export faults, nor how the customer felt beyond the complaints.
Performance issue: slow queriesMissing data in search resultsExport function not working correctlyXero sync not updatingMade from 4 tickets
- Q1 2026
Q1 2026: Starter order form to onboarding
Maelbeek Assurances moved from an unsigned order form in January to Starter onboarding by March. Test refresh ran clean and users were trained. No executed order form is shown, and the first-year pricing basis is unconfirmed.
The analysis
Order form: On 14 Jan 2026 Lewis Kerr sent an order form at £28k for year one. Elise Claes, Chief Executive, liked it but needed legal sign-off, and no executed copy appears in the reads.
Billing: On 19 Jan 2026 Rachel Dunmore sent invoice INV-028-0001 for the implementation, £6,000 net, due 18 Feb 2026, and asked for a PO number. On 2 Feb 2026 she sent INV-028-0002 for the Starter subscription, £22k net, due 4 Mar 2026, co-termed to 31 Jan 2027. Neither thread shows a customer reply or payment.
Kickoff: The 6 Feb 2026 call opened the Starter implementation. Marcus Bell quoted £22k a year and promised quarterly business reviews, more than Starter normally carries. The first-year discount discussed in December was not mentioned.
Onboarding: Snowflake access was done by 13 Feb 2026, while Salesforce and Zendesk access awaited team lead approval. On 2 Mar 2026 the test refresh ran clean and Thomas Janssens was to sign off. All fifteen Starter users were assigned.
Adoption: On 5 Mar 2026 Laura Penhaligon trained Lucas Goossens, who was impressed and asked only about freshness.
Open at the end: Executed paper, payment and PO status, test sign-off, go-live, the quarterly review owner and the pricing basis for the first term.
Order form ready for signatureMaelbeek Assurances / BG-Demo – KickoffInvoice INV-028-0002Maelbeek Assurances / BG-Demo – OnboardingInvoice INV-028-0001Made from 4 calls · 5 email threads
- Q4 2025
Q4 2025: Starter pricing talks, unsigned
Three calls took Maelbeek Assurances from a positive Starter demo to a hesitant price negotiation. Price was quoted two ways, ten percent off year one was offered on 22 Dec 2025, and nothing was signed by the quarter end.
The analysis
Demo: On 27 Oct 2025 Lewis Kerr and Hannah Lowe showed Arnaud Janssens how client files, renewal dates and complaints could be searched together. Arnaud raised security as a regulated Belgian firm, and Lewis quoted Starter at £28k all-in, then £20k a year.
Security: Hannah said SSO and SCIM are Enterprise only and Starter has standard authentication. If the security review pushes for SSO, the sale may move to Enterprise.
Proposal: On 20 Nov 2025 Lewis presented Starter for four connectors at £28k all-in, split into £6,000 implementation and £22k annual subscription. The annual figure differs from the £20k quoted on 27 Oct 2025, and the reads do not explain why; Arnaud called the price the right ballpark but had to consult Elise.
Negotiation: On 22 Dec 2025 Elise Claes and Arnaud told Lewis and Owen Tallis that the upfront commitment was the issue and asked for a business case. Arnaud put the time lost to reconciliation at four or five hours a day across the team, and Owen offered ten percent off the year-one subscription only.
Open at the end: Nothing was agreed, and the customer asked to think it over. Lewis owes a proposal with numbers, it is unclear whether the discount touches implementation, and the decision target was 16 Jan 2026. Owen named team adoption as the main risk, and Arnaud asked about adding systems later.
Maelbeek Assurances / BG-Demo – DemoMaelbeek Assurances / BG-Demo – ProposalMaelbeek Assurances / BG-Demo – NegotiationMade from 3 calls
- Q3 2025
Q3 2025: one discovery call
One read in the period: the 25 Sep 2025 discovery call. Arnaud Janssens and Elise Claes want one view across Salesforce, Zendesk and renewal spreadsheets, starting small and quickly. Lewis Kerr agreed to set up a demo on their data.
The analysis
This period holds one read, the 25 Sep 2025 discovery call with the Operations Director and the Chief Executive.
Discovery: Client files, complaints and renewal data sit in separate systems. Elise said her team spends too much time reconciling things manually.
Scope: Arnaud expects 10 or 15 users to start, which sits within Starter. Salesforce and Zendesk are standard connectors and the spreadsheets add a third and possibly fourth source, so the connector count needs checking against the Starter limit of four.
People: Markus is named as the admin contact, with no surname or role given.
Open at the end: No proposal or price had been discussed and no order form exists. Lewis is to send information and book a demo on the customer's own data within a couple of weeks. The location and quality of the renewal data are unconfirmed.
Made from 1 call
- Q1 2024
Q1 2024: one webinar invitation, no reply
One read in the period: a 22 Jan 2024 email from Nell Ashcombe inviting Arnaud Janssens to the 15 Feb 2024 webinar. The thread holds no customer response, so interest and attendance are not shown.
The analysis
Outreach: on 22 Jan 2024 Nell Ashcombe invited Arnaud Janssens, Operations Director at Maelbeek Assurances, to a BG-Demo webinar on 15 Feb 2024 about connecting data across insurance systems.
Customer view: the thread holds no reply, so interest, attendance and sentiment are not shown. The read rates the thread as neutral and the customer voice as unknown.
Open at the end: the evidence does not show a follow-up. The read suggests Nell check whether Arnaud attended and follow up if he did.
Opportunity: the webinar topic offers a route to a conversation about connecting Maelbeek's insurance systems. The read also notes that, with no response, interest in the brain is unconfirmed.
Made from 1 email thread
Platform usage
Updated 9 Oct 26Questions 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 15; Questions asked 578. Basis: product usage, facts.usage_monthly:org_028, signals:org_028.
Show the figures as a table
| Month | Active users | Licensed seats | Questions asked |
|---|---|---|---|
| Feb 26 | 8 | 15 | 119 |
| Mar 26 | 11 | 15 | 378 |
| Apr 26 | 12 | 15 | 422 |
| May 26 | 14 | 15 | 460 |
| Jun 26 | 14 | 15 | 576 |
| Jul 26 | 14 | 15 | 562 |
| Aug 26 | 14 | 15 | 323 |
| Sep 26 | 14 | 15 | 578 |
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 3; Active admins 1; Data volume 2.0 GB. Basis: product usage, facts.usage_monthly:org_028, signals:org_028.
Show the figures as a table
| Month | Connectors configured | Active admins | Data volume |
|---|---|---|---|
| Feb 26 | 2 | 1 | 1.18 GB |
| Mar 26 | 3 | 1 | 1.81 GB |
| Apr 26 | 3 | 1 | 1.84 GB |
| May 26 | 3 | 1 | 1.88 GB |
| Jun 26 | 3 | 1 | 1.92 GB |
| Jul 26 | 3 | 1 | 1.95 GB |
| Aug 26 | 3 | 1 | 1.99 GB |
| Sep 26 | 3 | 1 | 2.02 GB |
Usage read
As at Fri 9 Oct 2026Usage rising since late August 2026
Usage is rising: questions in the last 4 weeks were 535 against 383 in the 4 before (+40%). September 2026 set a 12-month peak of 578 questions. Thomas Janssens asks 35% of them, a key-person risk.
- Questions up 40% over the last 4 weeks against the 4 before
- Thomas Janssens asks 35% of questions and is the only admin
- Champion Arnaud Janssens deactivated on 4 Sep 2026
- 14 of 15 seats active
The analysis
Recent weeks: after a dip in August 2026 (weekly questions 76 to 85), weeks since 11 Sep 2026 have run at 131 to 135 questions. Average daily active users rose from 3.4 to 4.6 (+35%).
Trend: questions rose from 119 in February 2026 to 578 in September 2026 (+386%). Records indexed reached 963,110, also a peak, and the August dip was one quiet month, not a trend.
Who uses it: Thomas Janssens is the only active admin and asked 582 (35%) of questions in the last 90 days. Lucas Goossens and Elise Claes each have 12%. Arnaud Janssens, the champion, was deactivated on 4 Sep 2026.
Against the order form: the Starter order form covers 15 seats and 4 connectors. September 2026 showed 14 active users (93% of seats) and 3 connectors configured.
Made from 2 fact tables
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (4)
- Draft Starter master services agreement draft · contract · 18 Dec 2025
- Executed Starter master services agreement executed · contract · 16 Jan 2026
- Signed data processing agreement executed · dpa · 16 Jan 2026
- Starter annual subscription order form executed · order form · 16 Jan 2026
- Onboarding (1)
- Starter onboarding and implementation plan issued · onboarding plan · 4 Feb 2026
- Proposals (2)
- Draft Starter proposal, year one pricing draft · proposal · 17 Nov 2025
- Starter implementation proposal issued · proposal · 20 Nov 2025
Activity
- Upcoming
- 2 Nov 2026upcoming callMaelbeek Assurances / BG-Demo – Check In
- 19 Nov 2026upcoming eventBG-Demo webinar
+41
- Held
- 22 Sep 2026eventRevenue leaders roundtable
+55
- 18 Sep 2026email threadRevenue leaders roundtable
- 10 Sep 2026ticketHow to set up alerts for new complaints
- 3 Sep 2026email threadCRM sync not working
- 2 Sep 2026ticketDuplicate records in data
- 7 Aug 2026ticketDuplicate complaint records
- 31 Jul 2026ticketHow to filter search results by date
- 22 Jul 2026ticketRefresh failed
- 21 Jul 2026ticketDashboards not updating
- 16 Jul 2026eventBG-Demo webinar
+53
- 9 Jul 2026ticketHow to create filtered dashboards
- 16 Jun 2026ticketXero sync not updating
- 11 Jun 2026eventBG-Demo Customer Day London
+116
- 29 May 2026ticketExport function not working correctly
- 21 Apr 2026ticketMissing data in search results
- 13 Apr 2026ticketPerformance issue: slow queries
- 19 Mar 2026eventBG-Demo webinar
+41
- 5 Mar 2026callMaelbeek Assurances / BG-Demo – Training
- 2 Mar 2026callMaelbeek Assurances / BG-Demo – Onboarding
- 25 Feb 2026email threadOnboarding checkpoint
- 13 Feb 2026callMaelbeek Assurances / BG-Demo – Onboarding
- 11 Feb 2026email threadOnboarding kickoff
- 6 Feb 2026callMaelbeek Assurances / BG-Demo – Kickoff
+1
- 4 Feb 2026documentMaelbeek Assurances - Onboarding Plan
- 2 Feb 2026email threadInvoice INV-028-0002
- 2 Feb 2026invoiceINV-028-0002
- 19 Jan 2026email threadInvoice INV-028-0001
- 19 Jan 2026invoiceINV-028-0001
- 16 Jan 2026documentMaelbeek Assurances - Order Form (signed)
- 16 Jan 2026documentMaelbeek Assurances - Data Processing Agreement (signed)
- 16 Jan 2026documentMaelbeek Assurances - Master Services Agreement (signed)
- 15 Jan 2026eventBG-Demo webinar
+43
- 14 Jan 2026email threadOrder form ready for signature
- 22 Dec 2025callMaelbeek Assurances / BG-Demo – Negotiation
+1
- 18 Dec 2025documentMaelbeek Assurances - Master Services Agreement v2
- 25 Nov 2025eventRevenue leaders roundtable
+38
- 20 Nov 2025documentMaelbeek Assurances - Proposal
- 20 Nov 2025callMaelbeek Assurances / BG-Demo – Proposal
- 17 Nov 2025documentMaelbeek Assurances - Proposal v1
- 27 Oct 2025callMaelbeek Assurances / BG-Demo – Demo
+2
- 25 Sep 2025callMaelbeek Assurances / BG-Demo – Discovery
- 28 Aug 2025dealMaelbeek Assurances – New
- 20 Jun 2024eventBG-Demo webinar
+20
- 15 Feb 2024eventBG-Demo webinar
+13
- 22 Jan 2024email threadBG-Demo webinar, 15 Feb 2024
Contacts
Evidence trail
Updated 9 Oct 26Maelbeek Assurances' pages are written from 3 organisation-level AI texts (assessment / next steps), 5 period digests and 1 narrative-level AI text, which in turn draw on 35 AI summaries of 38 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 10 people (10 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 11 pages. 1 AI record in this trail is not written yet.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Maelbeek Assurances / BG-Demo – Discovery entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- call_recorder/calls.csv call_028_001 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances / BG-Demo – Demo entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- call_recorder/calls.csv call_028_002 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances / BG-Demo – Proposal entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- call_recorder/calls.csv call_028_003 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances / BG-Demo – Negotiation entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- call_recorder/calls.csv call_028_004 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances / BG-Demo – Kickoff entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- call_recorder/calls.csv call_028_005 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances / BG-Demo – Onboarding entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- call_recorder/calls.csv call_028_006 raw row
- Maelbeek Assurances entity
- +41 more
- Maelbeek Assurances / BG-Demo – Discovery entity
- AI opinion page block
- Maelbeek Assurances at risk AI record
- Maelbeek Assurances: Starter contract set AI record
- Maelbeek Assurances - Proposal v1 entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- document_store/files.csv doc_028_001 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances - Proposal entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- document_store/files.csv doc_028_002 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances - Master Services Agreement v2 entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- document_store/files.csv doc_028_003 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances - Master Services Agreement (signed) entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- document_store/files.csv doc_028_004 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances - Data Processing Agreement (signed) entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- document_store/files.csv doc_028_005 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances - Order Form (signed) entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- document_store/files.csv doc_028_006 raw row
- Maelbeek Assurances entity
- +9 more
- Maelbeek Assurances - Proposal v1 entity
- ARR £22,000, all paid in terms AI record
- Maelbeek Assurances – New entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- contracts/order_form_lines.csv ctr_028_01:1 raw row
- contracts/order_form_lines.csv ctr_028_01:2 raw row
- contracts/order_forms.csv ctr_028_01 raw row
- crm/deal_line_items.csv deal_028_01:1 raw row
- crm/deal_line_items.csv deal_028_01:2 raw row
- +7 more
- Maelbeek Assurances entity
- facts.arr_monthly:org_028 facts table
- Maelbeek Assurances – New entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- contracts/order_form_lines.csv ctr_028_01:1 raw row
- contracts/order_form_lines.csv ctr_028_01:2 raw row
- contracts/order_forms.csv ctr_028_01 raw row
- crm/deal_line_items.csv deal_028_01:1 raw row
- crm/deal_line_items.csv deal_028_01:2 raw row
- +7 more
- Maelbeek Assurances entity
- INV-028-0001 entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- accounting/invoice_lines.csv inv_028_001:1 raw row
- accounting/invoices.csv inv_028_001 raw row
- accounting/payments.csv pay_028_001 raw row
- Maelbeek Assurances entity
- INV-028-0002 entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- accounting/invoice_lines.csv inv_028_002:1 raw row
- accounting/invoices.csv inv_028_002 raw row
- accounting/payments.csv pay_028_002 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances – New entity
- facts.reconciliation_t0:org_028 facts table
- Maelbeek Assurances – New entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- contracts/order_form_lines.csv ctr_028_01:1 raw row
- contracts/order_form_lines.csv ctr_028_01:2 raw row
- contracts/order_forms.csv ctr_028_01 raw row
- crm/deal_line_items.csv deal_028_01:1 raw row
- crm/deal_line_items.csv deal_028_01:2 raw row
- +7 more
- Maelbeek Assurances entity
- INV-028-0001 entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- accounting/invoice_lines.csv inv_028_001:1 raw row
- accounting/invoices.csv inv_028_001 raw row
- accounting/payments.csv pay_028_001 raw row
- Maelbeek Assurances entity
- INV-028-0002 entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- accounting/invoice_lines.csv inv_028_002:1 raw row
- accounting/invoices.csv inv_028_002 raw row
- accounting/payments.csv pay_028_002 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- Maelbeek Assurances – New entity
- INV-028-0001 entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- accounting/invoice_lines.csv inv_028_001:1 raw row
- accounting/invoices.csv inv_028_001 raw row
- accounting/payments.csv pay_028_001 raw row
- Maelbeek Assurances entity
- INV-028-0002 entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- accounting/invoice_lines.csv inv_028_002:1 raw row
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- Maelbeek Assurances entity
- Maelbeek Assurances entity
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- Maelbeek Assurances – New entity
- CRM connector sync showing red AI record
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- CRM sync not working entity
- Maelbeek Assurances entity
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- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
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- mailbox/threads.csv thr_028_0007 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances entity
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- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- Revenue leaders roundtable entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- mailbox/messages.csv thr_028_0008:1 raw row
- mailbox/threads.csv thr_028_0008 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances entity
- Filtered dashboards on Starter tier AI record
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- How to create filtered dashboards entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
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- helpdesk/ticket_events.csv tkt_028_0005:4 raw row
- helpdesk/ticket_events.csv tkt_028_0005:5 raw row
- +1 more
- Maelbeek Assurances entity
- Maelbeek Assurances entity
- Dashboards not updating AI record
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- Dashboards not updating entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
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- helpdesk/ticket_events.csv tkt_028_0006:3 raw row
- helpdesk/ticket_events.csv tkt_028_0006:4 raw row
- helpdesk/ticket_events.csv tkt_028_0006:5 raw row
- +2 more
- Maelbeek Assurances entity
- Maelbeek Assurances entity
- +23 more
- Maelbeek Assurances: Starter contract set AI record
- Maelbeek Assurances at risk AI record
- ARR journey page block
- facts.arr_monthly:org_028 facts table
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- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
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- contracts/order_forms.csv ctr_028_01 raw row
- crm/deal_line_items.csv deal_028_01:1 raw row
- crm/deal_line_items.csv deal_028_01:2 raw row
- +7 more
- Maelbeek Assurances entity
- INV-028-0001 entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
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- accounting/payments.csv pay_028_001 raw row
- Maelbeek Assurances entity
- INV-028-0002 entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- accounting/invoice_lines.csv inv_028_002:1 raw row
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- accounting/payments.csv pay_028_002 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances – New entity
- facts.arr_monthly:org_028 facts table
- AI facts page block
- Maelbeek Assurances at risk AI record
- Maelbeek Assurances: Starter contract set AI record
- Maelbeek Assurances - Proposal v1 entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
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- Maelbeek Assurances entity
- Maelbeek Assurances - Proposal entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- document_store/files.csv doc_028_002 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances - Master Services Agreement v2 entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- document_store/files.csv doc_028_003 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances - Master Services Agreement (signed) entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- document_store/files.csv doc_028_004 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances - Data Processing Agreement (signed) entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- document_store/files.csv doc_028_005 raw row
- Maelbeek Assurances entity
- Maelbeek Assurances - Order Form (signed) entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- document_store/files.csv doc_028_006 raw row
- Maelbeek Assurances entity
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- Maelbeek Assurances – New entity
- Maelbeek Assurances entity
- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
- product_analytics/tenants.csv org_028 raw row
- contracts/order_form_lines.csv ctr_028_01:1 raw row
- contracts/order_form_lines.csv ctr_028_01:2 raw row
- contracts/order_forms.csv ctr_028_01 raw row
- crm/deal_line_items.csv deal_028_01:1 raw row
- crm/deal_line_items.csv deal_028_01:2 raw row
- +7 more
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- facts.arr_monthly:org_028 facts table
- Maelbeek Assurances – New entity
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- accounting/customers.csv org_028 raw row
- crm/companies.csv org_028 raw row
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- Maelbeek Assurances – New entity
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- Maelbeek Assurances at risk AI record
- Contacts page block
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- Open deals (computed from the records; nothing to show yet) page block
- Documents page block
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- Finance read page block
- hero page block
- History by quarter page block
- 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