B-Viz
Quennell Harte logo

Quennell Harte

Healthy£22kRenews 17 Jul 27
made from

AI facts

As at Fri 9 Oct 2026

Quennell Harte holds a Starter order form signed 3 Jul 2026 at £22k a year plus £6,000 implementation, running 17 Jul 2026 to 16 Jul 2027. Active users rose from 4 in Jul 2026 to 11 in Sep 2026 (175%), against 15 licensed users. Renewal is booked for 17 Jul 2027, 281 days away, at £22k, with no open deal or dispute. The signed agreement requires 90 days' written notice before expiry, a term the order form does not state.

Read from 8 calls · 9 email threads · 1 tickets · 1 deals · 7 people · 7 documents, newest 17 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryProfessional servicesSource: CRM company record
  • Websitequennellharte.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityBristolSource: CRM company record
  • Size140 employeesSource: CRM company record
  • CRM ownerSophie LingSource: CRM company record · Account Executive · CSM Amara Obi
  • Customer since17 Jul 2026Source: first executed order form ctr_100_01, signed 3 Jul 2026 · Starter tier · In the CRM since 23 Mar 2026
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Healthy, because usage is climbing fast, both invoices were paid within terms and no hard signal applies. Chloe Hart asks 41% of questions and Ben Tozer is the only active admin, so adoption is concentrated. Ben's questions about restricted financial data and more connectors point to a Growth upgrade.

SignalsUsage readQuennell Harte / BG-Demo – TrainingDocument roll-upQ2 2026 digest

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

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£22,000Source: executed order form ctr_100_01, 17 Jul 2026 to 16 Jul 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
  • Next renewal17 Jul 2027Basis: order form ctr_100_01 ends 16 Jul 2027 · In 281 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
  • Term17 Jul 2026 to 16 Jul 2027Source: order form ctr_100_01 (new), signed 3 Jul 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact18 Aug 2026Call: Quennell Harte / BG-Demo – Training · 52 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since Jul 2026 · 3 connectors configured
  • Licensed seats1511 active users in Sep 2026 · Order form ctr_100_01: 15 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Amara Obi books a Growth scoping session with Ellie Rowcliffe and Ben Tozer to cover restricted financial data, extra connectors and user growth. upsell
Who
Amara Obi Amara Obi
When
This week by 9 Oct 2026
Why
Book a Growth scoping session with Ellie Rowcliffe and Ben Tozer. Ben asked about restricting financial data and adding connectors, all four Starter connectors are already allocated, and questions rose from 33 to 301 with no expansion deal open.

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

AImade from

The story

As at Fri 9 Oct 2026
Healthy

Healthy: a Starter customer at £22k a year since Jul 2026, paid within terms, with questions up from 33 to 301. Chloe Hart asks 41% of questions and Ben Tozer is the only admin. Amara Obi books a Growth scoping session by 9 Oct 2026.

Healthy, Quennell Harte holds a Starter order form signed 3 Jul 2026 at £22k a year, running 17 Jul 2026 to 16 Jul 2027. Both invoices were paid within terms, and renewal is booked for 17 Jul 2027.

Questions rose from 33 in Jul 2026 to 301 in Sep 2026, and active users rose from 4 to 11 against 15 licensed. Chloe Hart asks 41% of recent questions, and Ben Tozer is the only active admin.

Ben has asked about restricting financial data and adding connectors, both Growth features, and three of four connectors are configured. The order form does not include the signed agreement's 90 days' notice term.

Amara Obi books a Growth scoping session with Ellie Rowcliffe and Ben by 9 Oct 2026, inviting Chloe and proposing a second admin. Sophie Ling prepares the Growth commercial comparison.

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£12k£25kJul 26Aug 26Sep 26new£22k£22kJul 26: Contracted ARR £22,000; Invoiced ARR £22,000Aug 26: Contracted ARR £22,000; Invoiced ARR £22,000Sep 26: Contracted ARR £22,000; Invoiced ARR £22,000

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £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_100.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Jul 26£22,000£22,000
Aug 26£22,000£22,000
Sep 26£22,000£22,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £22k since Jul 2026, all paid

Standing Paid upARR Rising

Contracted ARR is £22k on the Starter order form signed 3 Jul 2026. Invoiced and CRM figures match. Both invoices were paid within terms. Renewal is 17 Jul 2027 at an unchanged £22k.

  • Contracted ARR £22k, matches CRM and invoices
  • Both invoices paid within terms
  • Renewal 17 Jul 2027 at an unchanged £22k
The analysis

Recurring revenue: The Starter new-business order form, executed and signed 3 Jul 2026, gives contracted ARR of £22k from Jul 2026. This is the only ARR movement, and the CRM and invoiced figures agree with it.

Next commitment: Renewal falls on 17 Jul 2027, 281 days from the as-of date. The renewal price is £22k, a change of +£0 (0.0%).

Billing: INV-100-0001 (net £6,000) and INV-100-0002 (net £22k) are both paid within terms, with nothing overdue or disputed.

Deals: The one new-business deal is closed won, with an amount of £28k and an annual value of £22k. The deal amount is not ARR. Its owner, Sophie Ling, is active in HR.

ARR by monthCRM reconciliationINV-100-0001Quennell Harte – New

Made from 1 deal · 2 fact tables · 2 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: Starter sale reaches negotiation

    Quennell Harte moved from discovery on 15 Apr 2026 to a Starter negotiation on 15 Jun 2026. Sentiment stayed positive. A ten percent discount depends on signature by end of June; the reads show no signed paper.

    The analysis

    Discovery: On 15 Apr 2026 Sophie Ling ran discovery with Simon Harte and Ellie Rowcliffe, who reconcile CRM, project system and Outlook by hand. The same day Simon emailed that they were interested in moving ahead, and Sophie promised a draft proposal.

    Demo: On 6 May 2026 Hannah Lowe and Sophie demonstrated the product to Ellie and Ben Tozer, and Ellie said they were ready to talk terms. Simon was not on that call, and Hannah's informal remark that a new connector would be live within a few days may not match an order form.

    Proposal: On 22 May 2026 Ellie said she and Simon had reviewed the proposal and asked for a call. On 28 May 2026 Sophie quoted Starter at a £6,000 implementation and a £22k annual subscription, and both called the terms fair.

    Negotiation: On 11 Jun 2026 Sophie asked Simon for a contract call; the thread shows no reply. On 15 Jun 2026 Owen Tallis offered ten percent off the first-year subscription if signed by end of June, and Louise Pring, Finance Manager, joined for the first time.

    Inconsistencies: First response was quoted as within a business day on 28 May 2026. Implementation was quoted as four weeks earlier and eight weeks on 15 Jun 2026.

    Open at the end: Simon was to review terms with Louise before replying. The reads show no signed order form or MSA, so the deal and the discount deadline were unresolved.

    Quennell Harte / BG-Demo – DiscoveryQuennell Harte / BG-Demo – DemoQuennell Harte / BG-Demo – ProposalQuennell Harte / BG-Demo – NegotiationContract negotiation, scheduling a call

    Made from 4 calls · 3 email threads

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

  2. Q1 2026

    Q1 2026: one conference invitation, no reply

    One read in the period: an email thread of 14 Feb 2026 in which Alice Brewer invited Simon Harte to the BG-Demo stand at a Manchester data leaders conference. No customer response is shown.

    The analysis

    Single read: the period holds one email thread, dated 14 Feb 2026, titled as a conference invitation to Simon Harte.

    Invitation: Alice Brewer asked Simon Harte of Quennell Harte to drop by the BG-Demo stand at a data leaders conference in Manchester on 11 March 2026 and to let her know.

    Customer view: the thread holds no reply from Simon, so his interest is not shown. The read marks sentiment as neutral and the voice as decision-maker.

    Commercial content: the read treats the invitation as a marketing touch with no renewal or commercial content. It notes only that the event is a low-cost way to meet Simon in person.

    Open at the end: no next steps are recorded, and the evidence does not show whether Simon attended or replied.

    Data leaders conference: you're invited

    Made from 1 email thread

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

AImade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
11of 15 included on the tier
Questions asked · Sep 26
301
Connectors configured · Sep 26
3of 4 included on the tier
Active admins · Sep 26
1
Data volume · Sep 26
2.0 GB
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00820015400Jul 26Aug 26Sep 26Included users (15)1530111Jul 26: Active users 4; Licensed seats 15; Questions asked 33Aug 26: Active users 8; Licensed seats 15; Questions asked 94Sep 26: Active users 11; Licensed seats 15; Questions asked 301

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 11; Licensed seats 15; Questions asked 301. Basis: product usage, facts.usage_monthly:org_100, signals:org_100.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jul 2641533
Aug 2681594
Sep 261115301
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB21.2 GB42.5 GBJul 26Aug 26Sep 26Included connectors (4)2.0 GB31Jul 26: Connectors configured 1; Active admins 1; Data volume 0.64 GBAug 26: Connectors configured 3; Active admins 1; Data volume 1.97 GBSep 26: Connectors configured 3; Active admins 1; Data volume 2.01 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 3; Active admins 1; Data volume 2.0 GB. Basis: product usage, facts.usage_monthly:org_100, signals:org_100.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jul 26110.64 GB
Aug 26311.97 GB
Sep 26312.01 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage rising since August 2026

Direction Rising

Usage is rising from a low base: the last 4 weeks show questions 176 to 300 (+70%) against the 4 before. Chloe Hart asks 41% of recent questions, a key-person concentration.

  • Questions up 70% over the last 4 weeks against the 4 before
  • Chloe Hart asks 41% of recent questions
  • One active admin, Ben Tozer
  • 3 of 4 contracted connectors configured
The analysis

Recent weeks: Questions rose from 176 to 300 (+70%) and average daily active users from 1.9 to 3.1 (+63%) over the last 4 weeks against the 4 before. The week ending 2 Oct 2026 was the busiest, with 85 questions, and every week since 24 Jul 2026 has had use.

Trend: The tenant began in July 2026, with questions growing from 33 to 301 in September 2026. Connectors went from 1 to 3 between July 2026 and September 2026, with the last one added on 18 Aug 2026.

Who uses it: Ben Tozer is the only active admin. Chloe Hart asked 220 questions (41%) in the last 90 days, Ben 85 (16%) and Ellie Rowcliffe 64 (12%).

Against the order form: The Starter order form covers 15 seats and 4 connectors. September 2026 shows 11 active users (73% of seats) and 3 connectors configured.

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

7 documents in 3 folders; 2 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

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Kirsty Hepworth, Gillian Thewlis, Rhys Gulliver, Imran Qureshi, Liz Waddington, Noor el Amrani, Amy Royle, Gail Moorcroft, Nathan Hulme, Lorna Cairns, Vincent Ackerley, Orla Mannion, Glenn Wojcik, Pauline Northey, Marisol Ybarra, Monique Jefferson, Dennis Mrozek, Jens Krause, Kristen Haugen, Gijs Koster, Marie Wouters, Mette Kjær, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana KurtzAlice BrewerLouise PringEamon Burke+55
  • 17 Sep 2026ticketAdding a new user account Ben Tozer, Bethan ListerQuennell Harte logoBen TozerBethan Lister
  • 18 Aug 2026callQuennell Harte / BG-Demo – Training Laura Penhaligon, Ellie Rowcliffe, Ben TozerQuennell Harte logoLaura PenhaligonEllie RowcliffeBen Tozer
  • 7 Aug 2026callQuennell Harte / BG-Demo – Onboarding Laura Penhaligon, Ben Tozer, Ellie RowcliffeQuennell Harte logoLaura PenhaligonBen TozerEllie Rowcliffe
  • 3 Aug 2026callQuennell Harte / BG-Demo – Onboarding Laura Penhaligon, Ben TozerQuennell Harte logoLaura PenhaligonBen Tozer
  • 27 Jul 2026email threadQuick check-in after kickoff Laura Penhaligon, Amara Obi, Ellie RowcliffeQuennell Harte logoLaura PenhaligonAmara ObiEllie Rowcliffe
  • 24 Jul 2026callQuennell Harte / BG-Demo – Kickoff Laura Penhaligon, Amara Obi, Ellie RowcliffeQuennell Harte logoLaura PenhaligonAmara ObiEllie Rowcliffe
  • 22 Jul 2026documentQuennell Harte - Onboarding Plan Laura PenhaligonQuennell Harte logoLaura Penhaligon
  • 17 Jul 2026email threadInvoice INV-100-0002 Rachel Dunmore, Louise PringQuennell Harte logoRachel DunmoreLouise Pring
  • 17 Jul 2026invoiceINV-100-0002 Louise PringQuennell Harte logoLouise Pring
  • 16 Jul 2026email threadKickoff meeting Laura Penhaligon, Ellie RowcliffeQuennell Harte logoLaura PenhaligonEllie Rowcliffe
  • 6 Jul 2026email threadImplementation invoice, INV-100-0001 Rachel Dunmore, Louise PringQuennell Harte logoRachel DunmoreLouise Pring
  • 6 Jul 2026invoiceINV-100-0001 Louise PringQuennell Harte logoLouise Pring
  • 3 Jul 2026documentQuennell Harte - Order Form (signed) Sophie LingQuennell Harte logoSophie Ling
  • 3 Jul 2026documentQuennell Harte - Data Processing Agreement (signed) Sophie LingQuennell Harte logoSophie Ling
  • 3 Jul 2026documentQuennell Harte - Master Services Agreement (signed) Sophie LingQuennell Harte logoSophie Ling
  • 1 Jul 2026email threadOrder form, ready for signature Sophie Ling, Simon HarteQuennell Harte logoSophie LingSimon Harte
  • 15 Jun 2026callQuennell Harte / BG-Demo – Negotiation Sophie Ling, Owen Tallis, Simon Harte, Ellie Rowcliffe, Louise PringQuennell Harte logoSophie LingOwen TallisSimon Harte+2
  • 12 Jun 2026documentQuennell Harte - Master Services Agreement v2 Sophie LingQuennell Harte logoSophie Ling
  • 11 Jun 2026email threadContract negotiation, scheduling a call Sophie Ling, Simon HarteQuennell Harte logoSophie LingSimon Harte
  • 28 May 2026callQuennell Harte / BG-Demo – Proposal Sophie Ling, Ellie Rowcliffe, Simon HarteQuennell Harte logoSophie LingEllie RowcliffeSimon Harte
  • 26 May 2026eventRevenue leaders roundtable Alice Brewer, Kofi Mensah, Ellie Rowcliffe, Derek Imrie, Priti Marsden, Brendan O'Mahony, Natasha Pryor, Imran Hussain, Daan Visser, Ruben Dekker, Andrew Pickering, Allison Pereira, Cian O'Leary, Shane Twomey, Dylan Price, Jonathan Marsden, Anita Mistry, Luke Oakes, Lindsay Pallister, Hector Villarreal, Diarmuid Kenny, Jens Maes, Jas Dhillon, Darragh Quinlan, Laurent Brisset, Rebecca Nuttall, Dan Kitching, Rebecca Ainsworth, Gillian Thewlis, Stuart Kitson, Thijs Brouwer, Julia Obermaier, Bas Vermeulen, Alexandra Peck, Margaret Crisp, Lynne Featherstone, Frank DeLuca, Birgit Wolff, Kylie Dwyer, Erik Wallin, Wesley Calhoun, Priscilla Adams, Suresh Pillai, Darryl MacKinnon, Jess Mitchell, Fiona Ingham, Vicky Eccles, Ed Kershaw, Desmond Oyelaran, Shauna Pettibone, Douglas Forsyth, Femi Olatunji, Joost van der Linden, Mirjam Hendriks, Ailsa Dunlop, Petra Lüders, Julia HartmannAlice BrewerKofi MensahEllie Rowcliffe+54
  • 26 May 2026documentQuennell Harte - Proposal Sophie LingQuennell Harte logoSophie Ling
  • 22 May 2026email threadProposal review, timing for conversation Sophie Ling, Ellie RowcliffeQuennell Harte logoSophie LingEllie Rowcliffe
  • 20 May 2026documentQuennell Harte - Proposal v1 Sophie LingQuennell Harte logoSophie Ling
  • 6 May 2026callQuennell Harte / BG-Demo – Demo Sophie Ling, Hannah Lowe, Ellie Rowcliffe, Ben TozerQuennell Harte logoSophie LingHannah LoweEllie Rowcliffe+1
  • 15 Apr 2026email threadQuennell Harte, next steps after discovery call Sophie Ling, Ellie Rowcliffe, Simon HarteQuennell Harte logoSophie LingEllie RowcliffeSimon Harte
  • 15 Apr 2026callQuennell Harte / BG-Demo – Discovery Sophie Ling, Ellie Rowcliffe, Simon HarteQuennell Harte logoSophie LingEllie RowcliffeSimon Harte
  • 23 Mar 2026dealQuennell Harte – New Sophie Ling, Ellie RowcliffeQuennell Harte logoSophie LingEllie Rowcliffe
  • 11 Mar 2026eventData leaders conference (BG-Demo stand) Alice Brewer, Simon Harte, Sam Cheney, Margaret Cleland, Nicola Brearley, Shane Twomey, Owain Jenkins, Tyler Brookes, Brenda Oldroyd, Martina Engel, Eoin Hegarty, Karen Midgley, Robyn Tyson, Rhonda Stierwalt, Niamh Fahy, Tessa Goring, Lynne Featherstone, Raj Bhogal, Gary Underwood, Stuart Haworth, Conor Daly, Petra Lüders, Clare HuddlestonAlice BrewerSimon HarteSam Cheney+20
  • 14 Feb 2026email threadData leaders conference: you're invited Alice Brewer, Simon HarteQuennell Harte logoAlice BrewerSimon Harte
  • 23 Sep 2025eventRevenue leaders roundtable Alice Brewer, Claire Haddon, Ellie Rowcliffe, Raj Sandhu, Ravi Atherton, Sam Yates, Luis Herrera, Fran Whiting, Ian Prendergast, Russell Bland, Sukhvinder Dhillon, Allison Pereira, Shane Twomey, Huw Bevan, Kristin Lindahl, Kenneth Fell, Rakesh Solanki, Emma Haworth, Ian Fairclough, Colin Airey, Susan Tweddle, Stefanie Lange, Felicity Gurney, Stephen Quick, Kirsty Ingham, Megan Ibbotson, Katharina Richter, Ben Ratcliffe, Nigel Fairbrother, Marloes Hendriks, Tracy Kaminski, Toby Westwood, Ellie Marchant, Janet Readman, Annika Lund, Rhodri Vaughan, Hans Kok, Terence Bradley, Emma Illingworth, Julian Ferrers, Bryony Searle, Lauren Pilkington, Nadia Bashir, Niamh Fogarty, Declan Moran, Siobhán Nolan, Ilse Smits, Kirsteen Boyd, Andy BuckleyAlice BrewerClaire HaddonEllie Rowcliffe+46
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

Quennell Harte's pages are written from 3 organisation-level AI texts (assessment / next steps), 2 period digests and 1 narrative-level AI text, which in turn draw on 25 AI summaries of 28 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 7 people (7 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 10 pages.

The trail as a list (block, record, entity, raw row)
  • Activity page block
  • AI opinion page block
    • Quennell Harte healthy AI record
      • Quennell Harte: executed Starter paper AI record
      • ARR £22,000 since Jul 2026, all paid AI record
        • Quennell Harte – New entity
          • Quennell Harte entity
            • accounting/customers.csv org_100 raw row
            • crm/companies.csv org_100 raw row
            • product_analytics/tenants.csv org_100 raw row
          • contracts/order_form_lines.csv ctr_100_01:1 raw row
          • contracts/order_form_lines.csv ctr_100_01:2 raw row
          • contracts/order_forms.csv ctr_100_01 raw row
          • crm/deal_line_items.csv deal_100_01:1 raw row
          • crm/deal_line_items.csv deal_100_01:2 raw row
          • +7 more
        • facts.arr_monthly:org_100 facts table
          • Quennell Harte – New entity
            • Quennell Harte entity
              • accounting/customers.csv org_100 raw row
              • crm/companies.csv org_100 raw row
              • product_analytics/tenants.csv org_100 raw row
            • contracts/order_form_lines.csv ctr_100_01:1 raw row
            • contracts/order_form_lines.csv ctr_100_01:2 raw row
            • contracts/order_forms.csv ctr_100_01 raw row
            • crm/deal_line_items.csv deal_100_01:1 raw row
            • crm/deal_line_items.csv deal_100_01:2 raw row
            • +7 more
          • INV-100-0001 entity
            • Quennell Harte entity
              • accounting/customers.csv org_100 raw row
              • crm/companies.csv org_100 raw row
              • product_analytics/tenants.csv org_100 raw row
            • accounting/invoice_lines.csv inv_100_001:1 raw row
            • accounting/invoices.csv inv_100_001 raw row
            • accounting/payments.csv pay_100_001 raw row
          • INV-100-0002 entity
            • Quennell Harte entity
              • accounting/customers.csv org_100 raw row
              • crm/companies.csv org_100 raw row
              • product_analytics/tenants.csv org_100 raw row
            • accounting/invoice_lines.csv inv_100_002:1 raw row
            • accounting/invoices.csv inv_100_002 raw row
            • accounting/payments.csv pay_100_002 raw row
        • facts.reconciliation_t0:org_100 facts table
          • Quennell Harte – New entity
            • Quennell Harte entity
              • accounting/customers.csv org_100 raw row
              • crm/companies.csv org_100 raw row
              • product_analytics/tenants.csv org_100 raw row
            • contracts/order_form_lines.csv ctr_100_01:1 raw row
            • contracts/order_form_lines.csv ctr_100_01:2 raw row
            • contracts/order_forms.csv ctr_100_01 raw row
            • crm/deal_line_items.csv deal_100_01:1 raw row
            • crm/deal_line_items.csv deal_100_01:2 raw row
            • +7 more
          • INV-100-0001 entity
            • Quennell Harte entity
              • accounting/customers.csv org_100 raw row
              • crm/companies.csv org_100 raw row
              • product_analytics/tenants.csv org_100 raw row
            • accounting/invoice_lines.csv inv_100_001:1 raw row
            • accounting/invoices.csv inv_100_001 raw row
            • accounting/payments.csv pay_100_001 raw row
          • INV-100-0002 entity
            • Quennell Harte entity
              • accounting/customers.csv org_100 raw row
              • crm/companies.csv org_100 raw row
              • product_analytics/tenants.csv org_100 raw row
            • accounting/invoice_lines.csv inv_100_002:1 raw row
            • accounting/invoices.csv inv_100_002 raw row
            • accounting/payments.csv pay_100_002 raw row
          • Quennell Harte entity
            • accounting/customers.csv org_100 raw row
            • crm/companies.csv org_100 raw row
            • product_analytics/tenants.csv org_100 raw row
        • INV-100-0001 entity
          • Quennell Harte entity
            • accounting/customers.csv org_100 raw row
            • crm/companies.csv org_100 raw row
            • product_analytics/tenants.csv org_100 raw row
          • accounting/invoice_lines.csv inv_100_001:1 raw row
          • accounting/invoices.csv inv_100_001 raw row
          • accounting/payments.csv pay_100_001 raw row
        • INV-100-0002 entity
          • Quennell Harte entity
            • accounting/customers.csv org_100 raw row
            • crm/companies.csv org_100 raw row
            • product_analytics/tenants.csv org_100 raw row
          • accounting/invoice_lines.csv inv_100_002:1 raw row
          • accounting/invoices.csv inv_100_002 raw row
          • accounting/payments.csv pay_100_002 raw row
        • Quennell Harte entity
          • accounting/customers.csv org_100 raw row
          • crm/companies.csv org_100 raw row
          • product_analytics/tenants.csv org_100 raw row
      • Starter kickoff: scope, timeline, admin AI record
        • Quennell Harte / BG-Demo – Kickoff entity
          • Quennell Harte entity
            • accounting/customers.csv org_100 raw row
            • crm/companies.csv org_100 raw row
            • product_analytics/tenants.csv org_100 raw row
          • call_recorder/calls.csv call_100_005 raw row
        • Quennell Harte entity
          • accounting/customers.csv org_100 raw row
          • crm/companies.csv org_100 raw row
          • product_analytics/tenants.csv org_100 raw row
      • Onboarding: Snowflake and connector access AI record
        • Quennell Harte / BG-Demo – Onboarding entity
          • Quennell Harte entity
            • accounting/customers.csv org_100 raw row
            • crm/companies.csv org_100 raw row
            • product_analytics/tenants.csv org_100 raw row
          • call_recorder/calls.csv call_100_006 raw row
        • Quennell Harte entity
          • accounting/customers.csv org_100 raw row
          • crm/companies.csv org_100 raw row
          • product_analytics/tenants.csv org_100 raw row
      • Starter onboarding kickoff AI record
        • Quennell Harte / BG-Demo – Onboarding entity
          • Quennell Harte entity
            • accounting/customers.csv org_100 raw row
            • crm/companies.csv org_100 raw row
            • product_analytics/tenants.csv org_100 raw row
          • call_recorder/calls.csv call_100_007 raw row
        • Quennell Harte entity
          • accounting/customers.csv org_100 raw row
          • crm/companies.csv org_100 raw row
          • product_analytics/tenants.csv org_100 raw row
      • Starter training and Growth feature queries AI record
        • Quennell Harte / BG-Demo – Training entity
          • Quennell Harte entity
            • accounting/customers.csv org_100 raw row
            • crm/companies.csv org_100 raw row
            • product_analytics/tenants.csv org_100 raw row
          • call_recorder/calls.csv call_100_008 raw row
        • Quennell Harte entity
          • accounting/customers.csv org_100 raw row
          • crm/companies.csv org_100 raw row
          • product_analytics/tenants.csv org_100 raw row
      • +18 more
  • ARR journey page block
    • facts.arr_monthly:org_100 facts table
      • Quennell Harte – New entity
        • Quennell Harte entity
          • accounting/customers.csv org_100 raw row
          • crm/companies.csv org_100 raw row
          • product_analytics/tenants.csv org_100 raw row
        • contracts/order_form_lines.csv ctr_100_01:1 raw row
        • contracts/order_form_lines.csv ctr_100_01:2 raw row
        • contracts/order_forms.csv ctr_100_01 raw row
        • crm/deal_line_items.csv deal_100_01:1 raw row
        • crm/deal_line_items.csv deal_100_01:2 raw row
        • +7 more
      • INV-100-0001 entity
        • Quennell Harte entity
          • accounting/customers.csv org_100 raw row
          • crm/companies.csv org_100 raw row
          • product_analytics/tenants.csv org_100 raw row
        • accounting/invoice_lines.csv inv_100_001:1 raw row
        • accounting/invoices.csv inv_100_001 raw row
        • accounting/payments.csv pay_100_001 raw row
      • INV-100-0002 entity
        • Quennell Harte entity
          • accounting/customers.csv org_100 raw row
          • crm/companies.csv org_100 raw row
          • product_analytics/tenants.csv org_100 raw row
        • accounting/invoice_lines.csv inv_100_002:1 raw row
        • accounting/invoices.csv inv_100_002 raw row
        • accounting/payments.csv pay_100_002 raw row
  • AI facts page block
  • Contacts page block
    • +1 more
  • Open deals (computed from the records; nothing to show yet) page block
    • Documents page block
      • +1 more
    • 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
                            Computedmade from
                            Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · 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