B-Viz
Pentreath Cold Chain logo

Pentreath Cold Chain

Watch£48kRenews 28 Dec 26Renewal_open · £129k/yr
made from

AI facts

As at Fri 9 Oct 2026

Pentreath Cold Chain holds a Growth order form signed 10 Dec 2025 at £48k a year for 50 users, running 28 Dec 2025 to 27 Dec 2026. Active users held at 37 from May 2026 to Sep 2026, while questions rose from 1800 to 2068. The renewal on 28 Dec 2026 carries a price-book £50k, and an open Enterprise renewal deal shows £129k. Renewal calls are booked for 12 Oct 2026 and 14 Oct 2026, and all four invoices were paid within terms.

Read from 33 calls · 53 email threads · 32 tickets · 1 news items · 4 deals · 11 people · 19 documents, newest 28 Sep 26

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Profile

Updated 9 Oct 26
  • IndustryLogisticsSource: CRM company record
  • Websitepentreath.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityBristolSource: CRM company record
  • Size560 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Daniel Okafor
  • Customer since28 Dec 2023Source: first executed order form ctr_081_01, signed 14 Dec 2023 · Growth tier · In the CRM since 12 Jul 2023
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateWatchSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Watch, because the renewal falls in 80 days with a price rise and Finance Director Philip Annear still has no value case he can defend. Usage is steady and invoices are paid, so this is value risk, not money risk. A measured saving could open the Enterprise conversation.

SignalsDocument roll-upPentreath Cold Chain / BG-Demo – Check InNotes from today's check-inUsage readQ3 2024 digest

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

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Key facts

Updated 9 Oct 26
  • Contracted ARR£47,500Source: executed order form ctr_081_03, 28 Dec 2025 to 27 Dec 2026 · CRM £47,500 · Invoiced run rate £47,500 · As of 9 Oct 2026
  • Next renewal28 Dec 2026Basis: order form ctr_081_03 ends 27 Dec 2026 · In 80 days · Renewal price £50,000 (+5.3%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term28 Dec 2025 to 27 Dec 2026Source: order form ctr_081_03 (renewal), signed 10 Dec 2025 · Billed annually · 50 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Open dealRenewal open · £129,000Source: CRM deal Pentreath Cold Chain – Renewal · renewal deal · Expected close 7 Dec 2026 · Owner Tom Ashdown
  • Last contact28 Sep 2026Email: Your Growth subscription renewal notice · 11 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Dec 2023 · 6 connectors configured
  • Licensed seats5037 active users in Sep 2026 · Order form ctr_081_03: 50 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Daniel Okafor sends Philip Annear a written usage and value account, naming who uses B-Viz and what it saves, ahead of the booked renewal calls. renewal
Who
Daniel Okafor Daniel Okafor
When
This week by 9 Oct 2026
Why
Daniel Okafor sends Philip Annear the usage and value account he asked for, with who uses B-Viz and what it saves, before the 12 Oct 2026 renewal call, because Philip will not renew on autopilot and the price rises to £50k.

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

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The story

As at Fri 9 Oct 2026
Watch

Watch: the Growth renewal on 28 Dec 2026 is priced at £50k against £48k today, and Finance Director Philip Annear wants proof of value first. Usage is steady and every invoice is paid, so the risk is value, not money.

Watch: Pentreath Cold Chain holds a Growth order form signed 10 Dec 2025 at £48k a year for 50 users, running to 27 Dec 2026. The renewal on 28 Dec 2026 is priced at £50k (5.3%).

Active users held at 37 from May 2026 to Sep 2026, while questions rose from 1800 to 2068 after an August dip. Wes Jago asks 27% of questions, Dan Hosken is the only active admin, and the former champion Kerensa Trelease has no successor.

On the 18 Aug 2026 call, Philip Annear said he would not renew on autopilot and could not say what B-Viz saves. Every invoice is paid, so the risk is value, not money.

Daniel Okafor sends Philip a written usage and value account by 9 Oct 2026, ahead of the renewal calls booked for 12 Oct 2026 and 14 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£48k£48kDec 23: Contracted ARR £43,100; Invoiced ARR £43,100Jan 24: Contracted ARR £43,100; Invoiced ARR £43,100Feb 24: Contracted ARR £43,100; Invoiced ARR £43,100Mar 24: Contracted ARR £43,100; Invoiced ARR £43,100Apr 24: Contracted ARR £43,100; Invoiced ARR £43,100May 24: Contracted ARR £43,100; Invoiced ARR £43,100Jun 24: Contracted ARR £43,100; Invoiced ARR £43,100Jul 24: Contracted ARR £43,100; Invoiced ARR £43,100Aug 24: Contracted ARR £43,100; Invoiced ARR £43,100Sep 24: Contracted ARR £43,100; Invoiced ARR £43,100Oct 24: Contracted ARR £43,100; Invoiced ARR £43,100Nov 24: Contracted ARR £43,100; Invoiced ARR £43,100Dec 24: Contracted ARR £47,500; Invoiced ARR £47,500Jan 25: Contracted ARR £47,500; Invoiced ARR £47,500Feb 25: Contracted ARR £47,500; Invoiced ARR £47,500Mar 25: Contracted ARR £47,500; Invoiced ARR £47,500Apr 25: Contracted ARR £47,500; Invoiced ARR £47,500May 25: Contracted ARR £47,500; Invoiced ARR £47,500Jun 25: Contracted ARR £47,500; Invoiced ARR £47,500Jul 25: Contracted ARR £47,500; Invoiced ARR £47,500Aug 25: Contracted ARR £47,500; Invoiced ARR £47,500Sep 25: Contracted ARR £47,500; Invoiced ARR £47,500Oct 25: Contracted ARR £47,500; Invoiced ARR £47,500Nov 25: Contracted ARR £47,500; Invoiced ARR £47,500Dec 25: Contracted ARR £47,500; Invoiced ARR £47,500Jan 26: Contracted ARR £47,500; Invoiced ARR £47,500Feb 26: Contracted ARR £47,500; Invoiced ARR £47,500Mar 26: Contracted ARR £47,500; Invoiced ARR £47,500Apr 26: Contracted ARR £47,500; Invoiced ARR £47,500May 26: Contracted ARR £47,500; Invoiced ARR £47,500Jun 26: Contracted ARR £47,500; Invoiced ARR £47,500Jul 26: Contracted ARR £47,500; Invoiced ARR £47,500Aug 26: Contracted ARR £47,500; Invoiced ARR £47,500Sep 26: Contracted ARR £47,500; Invoiced ARR £47,500

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 £48k; Invoiced ARR £48k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_081.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Dec 23£43,100£43,100
Jan 24£43,100£43,100
Feb 24£43,100£43,100
Mar 24£43,100£43,100
Apr 24£43,100£43,100
May 24£43,100£43,100
Jun 24£43,100£43,100
Jul 24£43,100£43,100
Aug 24£43,100£43,100
Sep 24£43,100£43,100
Oct 24£43,100£43,100
Nov 24£43,100£43,100
Dec 24£47,500£47,500
Jan 25£47,500£47,500
Feb 25£47,500£47,500
Mar 25£47,500£47,500
Apr 25£47,500£47,500
May 25£47,500£47,500
Jun 25£47,500£47,500
Jul 25£47,500£47,500
Aug 25£47,500£47,500
Sep 25£47,500£47,500
Oct 25£47,500£47,500
Nov 25£47,500£47,500
Dec 25£47,500£47,500
Jan 26£47,500£47,500
Feb 26£47,500£47,500
Mar 26£47,500£47,500
Apr 26£47,500£47,500
May 26£47,500£47,500
Jun 26£47,500£47,500
Jul 26£47,500£47,500
Aug 26£47,500£47,500
Sep 26£47,500£47,500
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £48k, renewal due 28 Dec 2026

Standing Paid upARR Rising

Contracted ARR is £48k on the Growth order form, up from £43k in Dec 2023. Renewal on 28 Dec 2026 is priced at £50k by the price book. An open Enterprise renewal deal shows £129k. All invoices are paid.

  • Renewal on 28 Dec 2026 priced at £50k against £48k today
  • Open Enterprise renewal deal of £129k is a forecast and differs from the price-book renewal
  • All four invoices paid within terms
The analysis

Recurring revenue: ARR started at £43k in Dec 2023 and rose by £4,400 in Dec 2024 to £48k, where it has stayed. The current Growth order form has 50 seats, 8 connectors and a list price of £44k.

Next commitment: Renewal is on 28 Dec 2026, 80 days from the as-of date. The price-book renewal price is £50k against £48k today, a change of +£2,500 (5.3%).

Billing: All four invoices, INV-081-0001 to INV-081-0004, were paid within terms. CRM ARR, the invoiced run rate and the order-form ARR all show £48k.

Deals: The open renewal deal is at the Enterprise tier for £129k, expected to close 7 Dec 2026. It is a forecast, and the records do not explain why it differs from the £50k renewal price. Owner Tom Ashdown is active in HR.

ARR by monthCRM reconciliationINV-081-0004Pentreath Cold Chain – 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: value doubts ahead of renewal

    Finance Director Philip Annear repeatedly asked who uses B-Viz and what it saves. About twelve daily users against fifty licences. A stale-data ticket was fixed. Term ends 27 Dec 2026; renewal is booked.

    The analysis

    Support: On 30 Apr 2026 Dan Hosken reported dashboards showing old data. Bethan Lister traced it to the customer's CRM session change on 30 Apr 2026, and refresh was restored by 5 May 2026.

    Value: On 12 May 2026 Philip replied to Daniel Okafor's review request asking "Who's using it, and what does it save us?" It is a value test, not a complaint.

    Support: On 13 May 2026 Dan reported a cut-off chart filter dropdown. The ticket was closed on 19 May 2026.

    QBR: On 15 May 2026 Daniel and Philip met alone. Around twelve people were active daily against fifty licensed on Growth, and Philip called the time-saving story an anecdote. He raised key-person risk and said he would rather not pay for unused desks.

    Check-in: On 10 Jun 2026 Philip again asked for the usage picture first. On 12 Jun 2026 the call found a little over eleven daily actives, with questions concentrated in a few account managers. Invoices of £48k a year match the order form and are not overdue.

    Open at the end: Value is unproven. The renewal price has not been stated. Daniel owes the resent value note, a supervisor session once operations gives a date, and the renewal paper. The term ends on 27 Dec 2026 and renewal is on 28 Dec 2026.

    Pentreath Cold Chain / BG-Demo – QBRPentreath Cold Chain / BG-Demo – Check InFinding a time for your quarterly reviewCheck-in callDashboards showing stale data

    Made from 2 calls · 2 email threads · 2 tickets

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

  2. Q1 2026

    Q1 2026: data and export faults, no renewal talk

    Five reads: a webinar invite with no reply and four tickets. Two were data problems (missing client fields, a failed connector sync), one a how-to solved by the user, one an export fault that went to engineering.

    The analysis

    Outreach: On 1 Jan 2026 Alice Brewer invited Matt Colenso to the 15 Jan 2026 webinar. The thread shows no reply, so interest is not shown.

    Data quality: On 29 Jan 2026 Dan Hosken reported client records missing emails and phone numbers that existed in the source system. Olivia Grant asked for a specific example, and the ticket shows no resolution.

    Freshness: On 9 Feb 2026 Dan reported client records 24 to 48 hours out of date while orders and other data were current. Bethan Lister found the connector sync failed at 06:47 on 9 Feb 2026, restarted it and queued a full refresh. First response took 357 minutes, and no customer confirmation is shown.

    Adoption: On 12 Feb 2026 Wes Jago, a Key Account Manager, asked how to filter a dashboard by date range. He found the relative date filter in the documentation himself, which shows the customer is building dashboards.

    Export: On 4 Mar 2026 Wes reported that export hung on large datasets for several weeks. Olivia found a buffer overflow in data serialisation and flagged it to engineering. The ticket closed on 4 Apr 2026.

    Open at the end: The missing-fields ticket has no recorded outcome, and the connector fix lacks customer confirmation. The export fix was with engineering. The reads hold nothing on price, renewal or a rival.

    Invitation: BG-Demo webinar on Thursday 15 Jan 2026Missing data in client recordsClient data not refreshingHow to filter results by date range in the dashboardExport button not working with large datasets

    Made from 1 email thread · 4 tickets

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

  3. Q4 2025

    Q4 2025: flat Growth renewal, usage questioned

    Finance Director Philip Annear pressed on eleven to twelve active users against fifty licensed. A flat Growth renewal at £48k was sent on 8 Dec 2025 and invoiced on 15 Dec 2025. Signature and payment are not evidenced.

    The analysis

    Renewal: on 13 Oct 2025 Philip said he would rather see usage go up before the renewal than after. Eleven people were active against fifty licensed on Growth.

    Support: on 21 Oct 2025 Dan Hosken reported duplicate client records after a manual refresh, with no resolution documented. A new operations user was provisioned, and on 6 Nov 2025 Olivia Grant confirmed the December renewal would stay at current rates.

    QBR: on 11 Nov 2025 active users were up by about a fifth, to just under twelve a day. Philip accepted the time saving but wants to think about fifty licences with twelve in use.

    Renewal talks: on 18 Nov 2025 Tom Ashdown proposed the same tier and £48k, aiming to sign by 10 Dec 2025. Philip wants a board-ready summary first.

    Performance: on 24 Nov 2025 slow searches were traced to a nightly refresh queued at peak load. Connor Webb rebalanced it and the ticket closed on 30 Nov 2025.

    Order form: on 8 Dec 2025 Tom sent the Growth order form at £48k and Philip said the figure matched. On 9 Dec 2025 Philip said he will not wave the renewal through.

    Billing: on 15 Dec 2025 Rachel Dunmore sent invoice INV-081-0004 and asked for a PO number.

    Open at the end: no executed order form is evidenced, nor a PO reply or payment. The duplicate records ticket and a high priority ticket Daniel left unexplained on 9 Dec 2025 are also open.

    Pentreath Cold Chain / BG-Demo – RenewalPentreath Cold Chain / BG-Demo – QBRPentreath Cold Chain / BG-Demo – RenewalRenewal order form for signatureInvoice INV-081-0004 for your recordsDuplicate client records in the brain

    Made from 4 calls · 6 email threads · 4 tickets

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

  4. Q3 2025

    Q3 2025: value doubts before renewal

    Finance Director Philip Annear said on 4 Aug 2025 he would not renew just because the brain is there. Usage stayed at eleven of fifty, the pharma view lost trust, and the renewal notice of 26 Sep 2025 had no reply.

    The analysis

    Support: on 1 Jul 2025 the Salesforce connector stopped loading after its API credentials expired. The ticket was marked closed, but no customer confirmation of the fix is shown.

    Pricing: on 9 Jul 2025 Dan queried the renewal invoice amount. Connor confirmed the standard Growth rate and offered loyalty pricing for future years; acceptance is not shown.

    Renewal: on 28 Jul 2025 Philip welcomed Daniel Okafor's early check-in but asked who uses the 50 licences weekly. On 4 Aug 2025 he said he is not minded to renew simply because it is there, and wants any price change from a person.

    Adoption: on 3 Sep 2025 Wes Jago took a dashboard template and set up team access. On 5 Sep 2025 he said the pharma client view was better but not fixed, and some of his team had stopped using it.

    Other tickets: on 17 Sep 2025 Dan Hosken got how-to help on combining connectors. On 18 Sep 2025 he revoked a departed admin's access. Both were resolved.

    Open at the end: the 26 Sep 2025 notice of the £48k renewal on 27 Dec 2025 had no reply, with a planned close on 10 Dec 2025. The pharma refresh question and the 9 Sep 2025 roundtable invitation also had no answer.

    Pentreath Cold Chain / BG-Demo – Check InCheck-in ahead of the renewalFollowing up on your support requestYour Pentreath renewalSalesforce connector authentication failedInvoice amount query

    Made from 1 call · 4 email threads · 5 tickets

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

  5. Q2 2025

    Q2 2025: usage dip, value case demanded

    Finance Director Philip Annear moved from a positive check-in to asking what the brain saves and whether fifty seats is right. Duplicate-record tickets ran alongside. Renewal on 28 Dec 2025 was still open.

    The analysis

    Check-in: On 3 Apr 2025 Philip Annear agreed to meet Daniel Okafor but asked who is using it and what it saves. On 7 Apr 2025 about eleven of fifty licensed users were active, up by nearly a fifth, and Philip said he would sign without a fuss if usage held and he could see it.

    Support: On 4 Apr 2025 Dan Hosken asked how to export dashboard data, a routine how-to. On 13 May 2025 he reported duplicate client records; the ticket closed on 26 May 2025 with no cause or fix recorded.

    QBR: On 19 May 2025 about ten of fifty seats were active. Philip said he does not renew on autopilot and wants a board story. Dan himself raised trimming idle seats, and Philip agreed.

    Support: On 21 May 2025 a Bristol sales dashboard showed duplicate deal records, indexed twice in the connector load. The ticket was rated high urgency and passed to engineering.

    Follow-up: On 20 May 2025 Daniel promised a usage breakdown by team and a savings note. On 30 May 2025 Philip called the unused seats thirty-nine idle, wanted value in hours or cost per pallet, and asked for an early renewal. Payments were on time and the £48k Growth fee matched the order form.

    Open at the end: The savings case, the seat count and early renewal timing were unresolved. The dashboard duplicate fix and Wes Jago's reply to the 12 Jun 2025 Customer Day invitation were not shown.

    Pentreath Cold Chain / BG-Demo – Check InPentreath Cold Chain / BG-Demo – QBRPentreath Cold Chain / BG-Demo – Check InScheduling our check-inDuplicate records in client dataDuplicate records in dashboard

    Made from 3 calls · 5 email threads · 3 tickets

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

  6. Q1 2025

    Q1 2025: value case asked for before renewal

    Three reads. The 10 Feb 2025 check-in showed Finance Director Philip Annear without a value figure and unwilling to renew on autopilot. Two outbound emails, a check-in request and a webinar invitation, drew no reply.

    The analysis

    Outreach: On 6 Feb 2025 Daniel Okafor emailed Philip Annear, Finance Director, asking for a half-hour check-in on how the team finds the brain. The thread holds no customer response.

    Check-in: On 10 Feb 2025 Daniel and Philip met. Average daily active use was eleven of fifty licensed users, a few percent down on the previous quarter, mostly account managers, with depots and operations lighter.

    Value and price: Philip said he still has no answer he can repeat on what the brain saves. Daniel admitted no pound figure exists because value has never been measured.

    Commercial: The term runs to 27 Dec 2025 at £48k a year, with renewal on 28 Dec 2025. Philip does not renew on autopilot and does not want to pay what he has not been warned about.

    Webinar: On 3 Mar 2025 Sofia Marchetti invited Wes Jago to a webinar on 20 Mar 2025 and asked him to pass it to colleagues on the licence. No reply is in the thread.

    Open at the end: Daniel owes Philip a short note on usage by team and time saved, and is to speak to account managers about review preparation time. BG-Demo is to send the renewal in good time, with warning of any price change. Webinar attendance is unconfirmed.

    Pentreath Cold Chain / BG-Demo – Check InFinding a time for our next check-inInvitation: BG-Demo webinar on Thursday 20 March 2025

    Made from 1 call · 2 email threads

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

  7. Q4 2024

    Q4 2024: renewal agreed on a value question

    Finance Director Philip Annear pressed on eleven active users against fifty seats and a higher renewal figure. Usage rose, and on 12 Dec 2024 he said he would sign the £48k Growth renewal on 13 Dec 2024. Signature is not shown.

    The analysis

    Renewal: on 14 Oct 2024 Philip Annear said fifty seats were paid for and eleven people logged in. Tom Ashdown confirmed the order form and invoices both show £43k, and no renewal price was quoted.

    Usage: at the 11 Nov 2024 QBR daily use was about eleven, up from nine or so. Dan Hosken said a connector stopped loading after he changed a helpdesk field, fixed the same day. Philip asked for something he could put in front of the board.

    Price: on 21 Nov 2024 Tom said the open renewal deal was forty-seven thousand five hundred pounds against the contracted £43k. Philip said he does not renew on autopilot and asked what the difference buys. On 25 Nov 2024 a ticket from Dan queried the higher renewal invoice, and Connor gave a breakdown citing usage growth.

    Support: a how-to ticket on 31 Oct 2024 asked about building a client dashboard, and Bethan offered a live walkthrough. Completion is not shown.

    People: Sofia Marchetti invited Wes Jago to a London roundtable on 26 Nov 2024. No reply is shown.

    Renewal paper: on 12 Dec 2024 Tom sent the Growth order form at £48k, the deal total. Philip said he was content with usage and would sign on 13 Dec 2024. On 16 Dec 2024 Rachel Dunmore sent invoice INV-081-0003, gross £57k, due 15 Jan 2025.

    Open at the end: the executed order form is not shown. The PO number was requested with no reply, and no measured saving exists.

    Pentreath Cold Chain / BG-Demo – RenewalPentreath Cold Chain / BG-Demo – QBRPentreath Cold Chain / BG-Demo – RenewalQuery about renewal invoice pricingRenewal order form for signatureInvoice INV-081-0003 for Pentreath Cold Chain

    Made from 3 calls · 6 email threads · 2 tickets

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

  8. Q3 2024

    Q3 2024: champion leaving, value challenged

    Two routine tickets in July and August, then the 19 Aug 2024 check-in where Kerensa Trelease said she is leaving with no successor, and the 27 Sep 2024 renewal notice where the Finance Director questioned value and licence count.

    The analysis

    Support: On 16 Jul 2024 Wes asked how to filter contract reviews by client and date, replacing weekly spreadsheet work. Bethan gave Advanced filter and saved template steps, and the read sees readiness for higher-tier features.

    Support: On 8 Aug 2024 Dan found temperature and duration fields blank in a CSV export. Bethan confirmed a bug, gave a JSON export workaround and logged it for engineering.

    People: On 19 Aug 2024 Kerensa Trelease, Head of Customer Operations, told Daniel Okafor she is leaving within weeks, with no named successor. She said her manager does not use the brain, and the departure is not yet public across the company.

    Usage: In the same call, active users had fallen to about eight regulars. Client name mismatches from the depots were never resolved, and Kerensa declined to discuss price.

    Renewal: On 27 Sep 2024 Daniel gave notice of the Growth renewal at £48k, with the term ending on 27 Dec 2024. Philip Annear, the Finance Director, asked who uses the brain and what it saves before looking at the number.

    Commercial: Daniel admitted usage is well short of fifty licences and said the licence count may need discussing if no saving is shown.

    Open at the end: No successor to Kerensa was named. Daniel owed a handover note, a successor session, a usage and savings note with call times, and a word to Tom Ashdown. The CSV export bug was logged but not shown as fixed.

    Pentreath Cold Chain / BG-Demo – Check InYour BG-Demo renewal: notice and next stepsHow to filter and search contract reviewsExport function shows incomplete data

    Made from 1 call · 1 email thread · 2 tickets

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

  9. Q2 2024

    Q2 2024: strong adoption, renewal groundwork

    Nine reads show a positive quarter: broad daily use, a champion saying the brain earns its keep, and an autumn renewal talk to arrange with Tom. One HubSpot connector failure on 13 Jun 2024 from an expired API key.

    The analysis

    Check-in scheduling: On 12 Apr 2024 Kerensa Trelease accepted a check-in and said use had grown. Daniel Okafor's notes of 17 Apr 2024 record headroom on the 50 licensed users, though the thread holds no customer reply.

    Check-in: On 16 Apr 2024 Kerensa described a pharma excursion handled well and no complaints. She leaves the renewal to Tom, and the contract runs to the end of the year.

    QBR: On 15 May 2024 Daniel ran the Growth plan QBR with Kerensa and Dan Hosken. Use had spread, and Tom Ashdown asked for an autumn commercial conversation.

    Market: A news item of 29 May 2024 reported an expansion by Pentreath Cold Chain. It gives no figures, and the evidence does not show whether it went ahead.

    Check-in and support: On 10 Jun 2024 Kerensa said the brain is earning its keep and left price to Tom. On 13 Jun 2024 the HubSpot connector stopped loading because the API key expired, and Wes regenerated it.

    Outreach: Nell Ashcombe invited Dan to a webinar and Matt Colenso to Customer Day. Neither thread holds a reply.

    Open at the end: The autumn commercial conversation is not booked. Kerensa does not own price, and Dan carries the connector checks. Scanned contracts give patchy answers, and Daniel owes Dan a reply on flagging scans.

    Pentreath Cold Chain / BG-Demo – Check InPentreath Cold Chain / BG-Demo – QBRPentreath Cold Chain / BG-Demo – Check InHubSpot connector not syncingPentreath Cold Chain announces expansion of its temperature-controlled networkNotes from our check-in

    Made from 3 calls · 4 email threads · 1 news item · 1 ticket

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

  10. Q1 2024

    Q1 2024: Growth onboarding, connectors live

    Pentreath Cold Chain started on Growth. After slow access approvals, four sources loaded by 31 Jan 2024 and Kerensa Trelease was positive. Adoption was thin, accounting access stayed outstanding, and two connector failures hit support.

    The analysis

    Kickoff: On 3 Jan 2024 Callie Brennan opened the Growth rollout with Kerensa Trelease and Matt Colenso. Wave one was helpdesk, CRM and order system, and the order database was the risk because only two people can touch it.

    Access: Through January, threads show written access and approvals slowing the connectors. Dan Hosken was named admin on 11 Jan 2024, while order system access waited on an owner on leave.

    First refresh: The first refresh landed on 17 Jan 2024 and Kerensa liked orders and tickets on one page. On 24 Jan 2024 four connectors were agreed, and on 31 Jan 2024 the first full refresh loaded all four sources.

    Adoption: On 8 Feb 2024 only three or four of 50 licensed users were active, and Kerensa said contract or price matters go to Philip. Training on 13 Feb 2024 won over Wes Jago, who then asked for client pages and, on 14 Mar 2024, a historical view that Bethan said is due next quarter.

    Support: On 8 Feb 2024 the Zendesk connector stalled after a custom field was added, and it was fixed within hours. On 19 Mar 2024 CRM API timeouts stopped order data, and Bethan raised the timeout from 30 to 60 seconds as a workaround only.

    Open at the end: Accounting connector access, logger readings, a second admin beyond Dan, possible recurrence of the CRM timeouts, and the historical snapshot feature.

    Pentreath Cold Chain / BG-Demo – KickoffPentreath Cold Chain / BG-Demo – OnboardingPentreath Cold Chain / BG-Demo – OnboardingPentreath Cold Chain / BG-Demo – TrainingZendesk connector stopped syncingCRM connector not updating

    Made from 7 calls · 7 email threads · 5 tickets

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

  11. Q4 2023

    Q4 2023: Growth order form signed

    Pentreath Cold Chain moved from proposal to a signed Growth order form of £55k (implementation included). Finance Director Philip Annear wants warning before invoices and usage numbers at renewal. Kickoff was being scheduled.

    The analysis

    Proposal: On 13 Oct 2023 Tom Ashdown presented the Growth proposal at £55k, a deal total including one-off implementation. Philip Annear asked who would use it and what it saves, and wants the renewal early, with usage.

    Negotiation: On 16 Nov 2023 Philip accepted the value case only "for now" and said Kerensa Trelease could not put a pound figure on it. Owen Tallis confirmed the discount applies to the first term only and the price steps up at renewal.

    Recap: Tom's email of 16 Nov 2023 shows Kerensa supportive, with price and terms left to Philip, who did not reply in the thread. Tom aimed to send the order form ahead of 14 Dec 2023.

    Signing: Philip returned the signed order form on 15 Dec 2023, one day after the target, and asked to be warned about billing. The form lists promised connectors with go-live dates.

    Billing: Nell Ashcombe sent INV-081-0001 to Bryony Searle on 15 Dec 2023: £12k net, £14k gross, due 14 Jan 2024. On 28 Dec 2023 she sent the first-year Growth subscription invoice, due 27 Jan 2024. Neither thread shows a customer reply.

    Kickoff: On 27 Dec 2023 Kerensa proposed a Thursday 10:00 slot in the first week back, bringing IT and Dan.

    Open at the end: The split of implementation and subscription was owed in writing. Receipt and payment of both invoices, and the countersigned copy, are not shown.

    Pentreath Cold Chain / BG-Demo – ProposalPentreath Cold Chain / BG-Demo – NegotiationWhere we've got to on the Growth proposalOrder form for signatureInvoice for the order formInvoice for the Growth subscription

    Made from 2 calls · 5 email threads

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

  12. Q3 2023

    Q3 2023: Growth evaluation, value case open

    Pentreath Cold Chain moved from discovery to two demos on its own data. Growth was pencilled at about £55k in total. The Finance Director's saving question, security and morning data freshness were still open at quarter end.

    The analysis

    Discovery: On 8 Aug 2023 Tom Ashdown and Kerensa Trelease fixed a discovery call. On 16 Aug 2023 Kerensa described half-day manual review packs, and Tom pointed to Growth at about £55k in total including implementation.

    Value question: On 17 Aug 2023 Finance Director Philip Annear accepted the headline figure but asked who would use it and what it saves. The £55k was a pencilled figure, not a proposal. The decision target was 23 Nov 2023.

    Demos: On 13 Sep 2023 Kerensa and Wes Jago responded well to the demo, and Dan Hosken asked for a security one-pager. Kerensa feared silently stale data when the monitoring export fails to arrive. The finance director was not present.

    Freshness: On 14 Sep 2023 Dan asked what happens to the nightly refresh when a source is down. Kerensa said a day-old excursion record would put them back where they started. Tobias Renwick's reply is not shown.

    Second demo: On 27 Sep 2023 Wes said he was sold on the pharma use case. Dan accepted the nightly refresh finished before seven on business days. Kerensa said price sits with finance.

    Open at the end: On 28 Sep 2023 Dan asked about connection set-up, morning freshness and data on exit. Tom answered on 2 Oct 2023, with no customer reply shown. No saving was quantified, no written proposal is shown and the IT manager had not joined a call.

    Pentreath Cold Chain / BG-Demo – DiscoveryFollowing up on our discovery callPentreath Cold Chain / BG-Demo – DemoDemo follow-up and your questionsPentreath Cold Chain / BG-Demo – DemoFollowing up on Thursday's demo

    Made from 3 calls · 5 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
37level vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
2,068down 2 vs 3 months earlier
Connectors configured · Sep 26
6level vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
10.2 GBup 0.4 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
00251,250502,500Jan 24May 24Sep 24Jan 25May 25Sep 25Jan 26May 26Sep 26Included users (40)502,06837Dec 23: Active users 0; Licensed seats 50; Questions asked 0Jan 24: Active users 19; Licensed seats 50; Questions asked 416Feb 24: Active users 28; Licensed seats 50; Questions asked 1,126Mar 24: Active users 32; Licensed seats 50; Questions asked 1,427Apr 24: Active users 37; Licensed seats 50; Questions asked 1,637May 24: Active users 38; Licensed seats 50; Questions asked 1,823Jun 24: Active users 38; Licensed seats 50; Questions asked 1,731Jul 24: Active users 38; Licensed seats 50; Questions asked 2,063Aug 24: Active users 38; Licensed seats 50; Questions asked 1,119Sep 24: Active users 37; Licensed seats 50; Questions asked 1,824Oct 24: Active users 37; Licensed seats 50; Questions asked 2,061Nov 24: Active users 37; Licensed seats 50; Questions asked 1,855Dec 24: Active users 37; Licensed seats 50; Questions asked 1,381Jan 25: Active users 37; Licensed seats 50; Questions asked 1,805Feb 25: Active users 37; Licensed seats 50; Questions asked 1,901Mar 25: Active users 37; Licensed seats 50; Questions asked 1,903Apr 25: Active users 37; Licensed seats 50; Questions asked 1,840May 25: Active users 37; Licensed seats 50; Questions asked 1,866Jun 25: Active users 37; Licensed seats 50; Questions asked 1,959Jul 25: Active users 37; Licensed seats 50; Questions asked 2,102Aug 25: Active users 37; Licensed seats 50; Questions asked 1,144Sep 25: Active users 37; Licensed seats 50; Questions asked 1,956Oct 25: Active users 37; Licensed seats 50; Questions asked 2,137Nov 25: Active users 37; Licensed seats 50; Questions asked 1,833Dec 25: Active users 37; Licensed seats 50; Questions asked 1,537Jan 26: Active users 37; Licensed seats 50; Questions asked 1,849Feb 26: Active users 37; Licensed seats 50; Questions asked 1,747Mar 26: Active users 37; Licensed seats 50; Questions asked 1,935Apr 26: Active users 37; Licensed seats 50; Questions asked 1,826May 26: Active users 37; Licensed seats 50; Questions asked 1,800Jun 26: Active users 37; Licensed seats 50; Questions asked 2,070Jul 26: Active users 37; Licensed seats 50; Questions asked 1,974Aug 26: Active users 37; Licensed seats 50; Questions asked 1,100Sep 26: Active users 37; Licensed seats 50; Questions asked 2,068

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 37; Licensed seats 50; Questions asked 2,068. Basis: product usage, facts.usage_monthly:org_081, signals:org_081.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Dec 230500
Jan 241950416
Feb 2428501,126
Mar 2432501,427
Apr 2437501,637
May 2438501,823
Jun 2438501,731
Jul 2438502,063
Aug 2438501,119
Sep 2437501,824
Oct 2437502,061
Nov 2437501,855
Dec 2437501,381
Jan 2537501,805
Feb 2537501,901
Mar 2537501,903
Apr 2537501,840
May 2537501,866
Jun 2537501,959
Jul 2537502,102
Aug 2537501,144
Sep 2537501,956
Oct 2537502,137
Nov 2537501,833
Dec 2537501,537
Jan 2637501,849
Feb 2637501,747
Mar 2637501,935
Apr 2637501,826
May 2637501,800
Jun 2637502,070
Jul 2637501,974
Aug 2637501,100
Sep 2637502,068
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB46.0 GB812.0 GBMar 24Aug 24Jan 25Jun 25Nov 25Apr 26Sep 26Included connectors (8)10.2 GB61Dec 23: Connectors configured 0; Active admins 0; Data volume 0.00 GBJan 24: Connectors configured 3; Active admins 2; Data volume 3.13 GBFeb 24: Connectors configured 4; Active admins 2; Data volume 4.26 GBMar 24: Connectors configured 4; Active admins 2; Data volume 4.34 GBApr 24: Connectors configured 6; Active admins 2; Data volume 6.64 GBMay 24: Connectors configured 6; Active admins 2; Data volume 6.76 GBJun 24: Connectors configured 6; Active admins 2; Data volume 6.89 GBJul 24: Connectors configured 6; Active admins 2; Data volume 7.01 GBAug 24: Connectors configured 6; Active admins 2; Data volume 7.14 GBSep 24: Connectors configured 6; Active admins 1; Data volume 7.26 GBOct 24: Connectors configured 6; Active admins 1; Data volume 7.39 GBNov 24: Connectors configured 6; Active admins 1; Data volume 7.51 GBDec 24: Connectors configured 6; Active admins 1; Data volume 7.64 GBJan 25: Connectors configured 6; Active admins 1; Data volume 7.76 GBFeb 25: Connectors configured 6; Active admins 1; Data volume 7.88 GBMar 25: Connectors configured 6; Active admins 1; Data volume 8.01 GBApr 25: Connectors configured 6; Active admins 1; Data volume 8.13 GBMay 25: Connectors configured 6; Active admins 1; Data volume 8.26 GBJun 25: Connectors configured 6; Active admins 1; Data volume 8.38 GBJul 25: Connectors configured 6; Active admins 1; Data volume 8.50 GBAug 25: Connectors configured 6; Active admins 1; Data volume 8.63 GBSep 25: Connectors configured 6; Active admins 1; Data volume 8.75 GBOct 25: Connectors configured 6; Active admins 1; Data volume 8.88 GBNov 25: Connectors configured 6; Active admins 1; Data volume 9.00 GBDec 25: Connectors configured 6; Active admins 1; Data volume 9.13 GBJan 26: Connectors configured 6; Active admins 1; Data volume 9.26 GBFeb 26: Connectors configured 6; Active admins 1; Data volume 9.37 GBMar 26: Connectors configured 6; Active admins 1; Data volume 9.50 GBApr 26: Connectors configured 6; Active admins 1; Data volume 9.62 GBMay 26: Connectors configured 6; Active admins 1; Data volume 9.75 GBJun 26: Connectors configured 6; Active admins 1; Data volume 9.87 GBJul 26: Connectors configured 6; Active admins 1; Data volume 10.00 GBAug 26: Connectors configured 6; Active admins 1; Data volume 10.12 GBSep 26: Connectors configured 6; Active admins 1; Data volume 10.25 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 6; Active admins 1; Data volume 10.2 GB. Basis: product usage, facts.usage_monthly:org_081, signals:org_081.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Dec 23000.00 GB
Jan 24323.13 GB
Feb 24424.26 GB
Mar 24424.34 GB
Apr 24626.64 GB
May 24626.76 GB
Jun 24626.89 GB
Jul 24627.01 GB
Aug 24627.14 GB
Sep 24617.26 GB
Oct 24617.39 GB
Nov 24617.51 GB
Dec 24617.64 GB
Jan 25617.76 GB
Feb 25617.88 GB
Mar 25618.01 GB
Apr 25618.13 GB
May 25618.26 GB
Jun 25618.38 GB
Jul 25618.50 GB
Aug 25618.63 GB
Sep 25618.75 GB
Oct 25618.88 GB
Nov 25619.00 GB
Dec 25619.13 GB
Jan 26619.26 GB
Feb 26619.37 GB
Mar 26619.50 GB
Apr 26619.62 GB
May 26619.75 GB
Jun 26619.87 GB
Jul 266110.00 GB
Aug 266110.12 GB
Sep 266110.25 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage recovering after an August dip

Direction Rising

Rising over recent weeks: the last 4 weeks averaged 12.1 daily active users against 8.9 in the 4 before (+36%), after a quiet August 2026. Questions are in line with last year and one user asks 27%.

  • Last 4 weeks: questions 1,367 to 1,915 (+40%) after the August 2026 dip
  • Wes Jago asks 27% of questions
  • 37 of 50 seats active (74%); 6 of 8 connectors configured
The analysis

Recent weeks: questions rose from 1,367 to 1,915 (+40%) over the last 4 weeks against the 4 before. The dip came in August 2026 (1,100 questions) and use returned to the usual level in September.

Trend: the 13-month series is steady. September 2026 had 2,068 questions against 1,956 in September 2025 (+6%), and the 12-month peak was 2,137 in October 2025.

Who uses it: Dan Hosken was the only admin active in September 2026. Wes Jago asks 1,583 questions (27%) over the last 90 days, a key-person concentration, and Naomi Yates 850 (15%). Contact Kerensa Trelease's platform user was deactivated on 30 Aug 2024.

Against the order form: 37 active users is 74% of the 50 seats on the Growth order form. 6 connectors are configured against 8 contracted.

Usage by weekUsage by month

Made from 2 fact tables

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

AImade from

Documents

Updated 9 Oct 26

19 documents in 6 folders; 4 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
Pentreath Cold Chain – RenewalRenewal open£129,0007 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

Pentreath Cold Chain'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 138 AI summaries of 146 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 11 people (11 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 18 pages. 2 AI records in this trail are not written yet.

The trail as a list (block, record, entity, raw row)
  • Activity page block
  • AI opinion page block
    • Pentreath Cold Chain on watch AI record
      • Pentreath Cold Chain: Growth paper to Dec 2026 AI record
      • ARR £47,500, renewal due 28 Dec 2026 AI record
        • Pentreath Cold Chain – New entity
          • Pentreath Cold Chain entity
            • accounting/customers.csv org_081 raw row
            • crm/companies.csv org_081 raw row
            • product_analytics/tenants.csv org_081 raw row
          • contracts/order_form_lines.csv ctr_081_01:1 raw row
          • contracts/order_form_lines.csv ctr_081_01:2 raw row
          • contracts/order_form_lines.csv ctr_081_01:3 raw row
          • contracts/order_forms.csv ctr_081_01 raw row
          • crm/deal_close_date_changes.csv deal_081_01:1 raw row
          • +10 more
        • Pentreath Cold Chain – Renewal entity
          • Pentreath Cold Chain entity
            • accounting/customers.csv org_081 raw row
            • crm/companies.csv org_081 raw row
            • product_analytics/tenants.csv org_081 raw row
          • contracts/order_form_lines.csv ctr_081_02:1 raw row
          • contracts/order_form_lines.csv ctr_081_02:2 raw row
          • contracts/order_forms.csv ctr_081_02 raw row
          • crm/deal_line_items.csv deal_081_02:1 raw row
          • crm/deal_line_items.csv deal_081_02:2 raw row
          • +5 more
        • Pentreath Cold Chain – Renewal entity
          • Pentreath Cold Chain entity
            • accounting/customers.csv org_081 raw row
            • crm/companies.csv org_081 raw row
            • product_analytics/tenants.csv org_081 raw row
          • contracts/order_form_lines.csv ctr_081_03:1 raw row
          • contracts/order_form_lines.csv ctr_081_03:2 raw row
          • contracts/order_forms.csv ctr_081_03 raw row
          • crm/deal_line_items.csv deal_081_03:1 raw row
          • crm/deal_line_items.csv deal_081_03:2 raw row
          • +5 more
        • Pentreath Cold Chain – Renewal entity
          • Pentreath Cold Chain entity
            • accounting/customers.csv org_081 raw row
            • crm/companies.csv org_081 raw row
            • product_analytics/tenants.csv org_081 raw row
          • crm/deal_line_items.csv deal_081_04:1 raw row
          • crm/deal_line_items.csv deal_081_04:2 raw row
          • crm/deal_stage_history.csv deal_081_04:1 raw row
          • crm/deals.csv deal_081_04 raw row
        • facts.arr_monthly:org_081 facts table
          • Pentreath Cold Chain – New entity
            • Pentreath Cold Chain entity
              • accounting/customers.csv org_081 raw row
              • crm/companies.csv org_081 raw row
              • product_analytics/tenants.csv org_081 raw row
            • contracts/order_form_lines.csv ctr_081_01:1 raw row
            • contracts/order_form_lines.csv ctr_081_01:2 raw row
            • contracts/order_form_lines.csv ctr_081_01:3 raw row
            • contracts/order_forms.csv ctr_081_01 raw row
            • crm/deal_close_date_changes.csv deal_081_01:1 raw row
            • +10 more
          • Pentreath Cold Chain – Renewal entity
            • Pentreath Cold Chain entity
              • accounting/customers.csv org_081 raw row
              • crm/companies.csv org_081 raw row
              • product_analytics/tenants.csv org_081 raw row
            • contracts/order_form_lines.csv ctr_081_02:1 raw row
            • contracts/order_form_lines.csv ctr_081_02:2 raw row
            • contracts/order_forms.csv ctr_081_02 raw row
            • crm/deal_line_items.csv deal_081_02:1 raw row
            • crm/deal_line_items.csv deal_081_02:2 raw row
            • +5 more
          • Pentreath Cold Chain – Renewal entity
            • Pentreath Cold Chain entity
              • accounting/customers.csv org_081 raw row
              • crm/companies.csv org_081 raw row
              • product_analytics/tenants.csv org_081 raw row
            • contracts/order_form_lines.csv ctr_081_03:1 raw row
            • contracts/order_form_lines.csv ctr_081_03:2 raw row
            • contracts/order_forms.csv ctr_081_03 raw row
            • crm/deal_line_items.csv deal_081_03:1 raw row
            • crm/deal_line_items.csv deal_081_03:2 raw row
            • +5 more
          • Pentreath Cold Chain – Renewal entity
            • Pentreath Cold Chain entity
              • accounting/customers.csv org_081 raw row
              • crm/companies.csv org_081 raw row
              • product_analytics/tenants.csv org_081 raw row
            • crm/deal_line_items.csv deal_081_04:1 raw row
            • crm/deal_line_items.csv deal_081_04:2 raw row
            • crm/deal_stage_history.csv deal_081_04:1 raw row
            • crm/deals.csv deal_081_04 raw row
          • INV-081-0001 entity
            • Pentreath Cold Chain entity
              • accounting/customers.csv org_081 raw row
              • crm/companies.csv org_081 raw row
              • product_analytics/tenants.csv org_081 raw row
            • accounting/invoice_lines.csv inv_081_001:1 raw row
            • accounting/invoices.csv inv_081_001 raw row
            • accounting/payments.csv pay_081_001 raw row
          • INV-081-0002 entity
            • Pentreath Cold Chain entity
              • accounting/customers.csv org_081 raw row
              • crm/companies.csv org_081 raw row
              • product_analytics/tenants.csv org_081 raw row
            • accounting/invoice_lines.csv inv_081_002:1 raw row
            • accounting/invoice_lines.csv inv_081_002:2 raw row
            • accounting/invoices.csv inv_081_002 raw row
            • accounting/payments.csv pay_081_002 raw row
          • +2 more
        • facts.reconciliation_t0:org_081 facts table
          • Pentreath Cold Chain – New entity
            • Pentreath Cold Chain entity
              • accounting/customers.csv org_081 raw row
              • crm/companies.csv org_081 raw row
              • product_analytics/tenants.csv org_081 raw row
            • contracts/order_form_lines.csv ctr_081_01:1 raw row
            • contracts/order_form_lines.csv ctr_081_01:2 raw row
            • contracts/order_form_lines.csv ctr_081_01:3 raw row
            • contracts/order_forms.csv ctr_081_01 raw row
            • crm/deal_close_date_changes.csv deal_081_01:1 raw row
            • +10 more
          • Pentreath Cold Chain – Renewal entity
            • Pentreath Cold Chain entity
              • accounting/customers.csv org_081 raw row
              • crm/companies.csv org_081 raw row
              • product_analytics/tenants.csv org_081 raw row
            • contracts/order_form_lines.csv ctr_081_02:1 raw row
            • contracts/order_form_lines.csv ctr_081_02:2 raw row
            • contracts/order_forms.csv ctr_081_02 raw row
            • crm/deal_line_items.csv deal_081_02:1 raw row
            • crm/deal_line_items.csv deal_081_02:2 raw row
            • +5 more
          • Pentreath Cold Chain – Renewal entity
            • Pentreath Cold Chain entity
              • accounting/customers.csv org_081 raw row
              • crm/companies.csv org_081 raw row
              • product_analytics/tenants.csv org_081 raw row
            • contracts/order_form_lines.csv ctr_081_03:1 raw row
            • contracts/order_form_lines.csv ctr_081_03:2 raw row
            • contracts/order_forms.csv ctr_081_03 raw row
            • crm/deal_line_items.csv deal_081_03:1 raw row
            • crm/deal_line_items.csv deal_081_03:2 raw row
            • +5 more
          • Pentreath Cold Chain – Renewal entity
            • Pentreath Cold Chain entity
              • accounting/customers.csv org_081 raw row
              • crm/companies.csv org_081 raw row
              • product_analytics/tenants.csv org_081 raw row
            • crm/deal_line_items.csv deal_081_04:1 raw row
            • crm/deal_line_items.csv deal_081_04:2 raw row
            • crm/deal_stage_history.csv deal_081_04:1 raw row
            • crm/deals.csv deal_081_04 raw row
          • INV-081-0001 entity
            • Pentreath Cold Chain entity
              • accounting/customers.csv org_081 raw row
              • crm/companies.csv org_081 raw row
              • product_analytics/tenants.csv org_081 raw row
            • accounting/invoice_lines.csv inv_081_001:1 raw row
            • accounting/invoices.csv inv_081_001 raw row
            • accounting/payments.csv pay_081_001 raw row
          • INV-081-0002 entity
            • Pentreath Cold Chain entity
              • accounting/customers.csv org_081 raw row
              • crm/companies.csv org_081 raw row
              • product_analytics/tenants.csv org_081 raw row
            • accounting/invoice_lines.csv inv_081_002:1 raw row
            • accounting/invoice_lines.csv inv_081_002:2 raw row
            • accounting/invoices.csv inv_081_002 raw row
            • accounting/payments.csv pay_081_002 raw row
          • +3 more
        • +5 more
      • Falling usage and a value question AI record
      • Webinar invite to Credit Controller AI record
      • Finance Director challenges low usage AI record
        • Pentreath Cold Chain entity
          • accounting/customers.csv org_081 raw row
          • crm/companies.csv org_081 raw row
          • product_analytics/tenants.csv org_081 raw row
        • Notes from today's check-in entity
          • Pentreath Cold Chain entity
            • accounting/customers.csv org_081 raw row
            • crm/companies.csv org_081 raw row
            • product_analytics/tenants.csv org_081 raw row
          • mailbox/messages.csv thr_081_0050:1 raw row
          • mailbox/messages.csv thr_081_0050:2 raw row
          • mailbox/threads.csv thr_081_0050 raw row
      • Roundtable invitation to IT Manager AI record
      • +32 more
  • ARR journey page block
    • facts.arr_monthly:org_081 facts table
      • Pentreath Cold Chain – New entity
        • Pentreath Cold Chain entity
          • accounting/customers.csv org_081 raw row
          • crm/companies.csv org_081 raw row
          • product_analytics/tenants.csv org_081 raw row
        • contracts/order_form_lines.csv ctr_081_01:1 raw row
        • contracts/order_form_lines.csv ctr_081_01:2 raw row
        • contracts/order_form_lines.csv ctr_081_01:3 raw row
        • contracts/order_forms.csv ctr_081_01 raw row
        • crm/deal_close_date_changes.csv deal_081_01:1 raw row
        • +10 more
      • Pentreath Cold Chain – Renewal entity
        • Pentreath Cold Chain entity
          • accounting/customers.csv org_081 raw row
          • crm/companies.csv org_081 raw row
          • product_analytics/tenants.csv org_081 raw row
        • contracts/order_form_lines.csv ctr_081_02:1 raw row
        • contracts/order_form_lines.csv ctr_081_02:2 raw row
        • contracts/order_forms.csv ctr_081_02 raw row
        • crm/deal_line_items.csv deal_081_02:1 raw row
        • crm/deal_line_items.csv deal_081_02:2 raw row
        • +5 more
      • Pentreath Cold Chain – Renewal entity
      • +2 more
  • AI facts page block
    • Contacts page block
      • +5 more
    • Open deals page block
      • Documents page block
        • +13 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