B-Viz
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Thackwray Logistics

Watch£110kRenews 4 Apr 27

AI facts

As at Fri 9 Oct 2026

Thackwray Logistics holds an Enterprise order form at £110k a year, signed 31 Mar 2026 and running from 4 Apr 2026 to 3 Apr 2027. In September 2026 there were 127 active users against 150 licensed seats, with 14 connectors configured. The renewal on 4 Apr 2027 is priced at £125k, no deal is open, and a check-in with Steven Holroyd is booked for 9 Nov 2026. Kelly Swainston, the champion, had her platform user deactivated on 6 Mar 2026.

Read from 23 calls · 43 email threads · 24 tickets · 1 news items · 2 deals · 15 people · 14 documents, newest 7 Oct 26

Profile

Updated 9 Oct 26
  • IndustryLogisticsSource: CRM company record
  • Websitethackwray.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityDoncasterSource: CRM company record
  • Size820 employeesSource: CRM company record
  • CRM ownerSophie LingSource: CRM company record · Account Executive · CSM Amara Obi
  • Customer since4 Apr 2025Source: first executed order form ctr_157_01, signed 21 Mar 2025 · Growth tier · In the CRM since 12 Dec 2024
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateWatchSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Watch, because champion Kelly Swainston's platform user was deactivated and Steven Holroyd ties the renewal to a value case he does not yet have. Billing is clean and users held at 127, but Josh Pearce is the sole admin. One opportunity: a costed savings case before renewal.

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

Key facts

Updated 9 Oct 26
  • Contracted ARR£110,000Source: executed order form ctr_157_02, 4 Apr 2026 to 3 Apr 2027 · CRM £110,000 · Invoiced run rate £110,000 · As of 9 Oct 2026
  • Next renewal4 Apr 2027Basis: order form ctr_157_02 ends 3 Apr 2027 · In 177 days · Renewal price £125,000 (+13.6%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term4 Apr 2026 to 3 Apr 2027Source: order form ctr_157_02 (renewal), signed 31 Mar 2026 · Billed annually · 150 seats, 20 connectors
  • TierEnterpriseSource: the current order form
  • Last contact31 Aug 2026Email: Invitation: Your renewals, read by the brain · 39 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since Apr 2025 · 14 connectors configured
  • Licensed seats150127 active users in Sep 2026 · Order form ctr_157_02: 150 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Amara Obi sends Steven Holroyd a costed value case, a usage chart and the written account of the stale data ticket before the 9 Nov 2026 check-in. renewal
Who
Amara Obi Amara Obi
When
This week by 9 Oct 2026
Why
Amara Obi should send Steven Holroyd a costed value case and the written account of the stale data ticket ahead of the 9 Nov 2026 check-in. He ties the £125k renewal on 4 Apr 2027 to recovered usage and still has no pound saving.

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

The story

As at Fri 9 Oct 2026
Watch

Watch: champion Kelly Swainston's platform user was deactivated on 6 Mar 2026, and Finance Director Steven Holroyd ties the £125k renewal on 4 Apr 2027 to proven value. Billing is clean and active users held at 127.

Watch: Thackwray Logistics holds an Enterprise order form at £110k a year, signed 31 Mar 2026 and running to 3 Apr 2027. The renewal on 4 Apr 2027 is priced at £125k (13.6%), and billing is clean.

Active users held at 127 from May to September 2026 while questions rose from 4791 to 5169. Josh Pearce, the only active admin, asked 14% of questions in the last 90 days, and champion Kelly Swainston's platform user was deactivated on 6 Mar 2026.

Finance Director Steven Holroyd ties the renewal to recovered usage and has no pound saving yet. A missed P1 response in Jun 2026 and a pending slow dashboard ticket weigh on value.

Amara Obi sends Steven a costed value case, a usage chart and the written account of the stale data ticket by 9 Oct 2026, ahead of the check-in booked for 9 Nov 2026.

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

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£60k£120kJun 25Sep 25Dec 25Mar 26Jun 26Sep 26newexpansion£110k£110kApr 25: Contracted ARR £44,000; Invoiced ARR £44,000May 25: Contracted ARR £44,000; Invoiced ARR £44,000Jun 25: Contracted ARR £44,000; Invoiced ARR £44,000Jul 25: Contracted ARR £44,000; Invoiced ARR £44,000Aug 25: Contracted ARR £44,000; Invoiced ARR £44,000Sep 25: Contracted ARR £44,000; Invoiced ARR £44,000Oct 25: Contracted ARR £44,000; Invoiced ARR £44,000Nov 25: Contracted ARR £44,000; Invoiced ARR £44,000Dec 25: Contracted ARR £44,000; Invoiced ARR £44,000Jan 26: Contracted ARR £44,000; Invoiced ARR £44,000Feb 26: Contracted ARR £44,000; Invoiced ARR £44,000Mar 26: Contracted ARR £44,000; Invoiced ARR £44,000Apr 26: Contracted ARR £110,000; Invoiced ARR £110,000May 26: Contracted ARR £110,000; Invoiced ARR £110,000Jun 26: Contracted ARR £110,000; Invoiced ARR £110,000Jul 26: Contracted ARR £110,000; Invoiced ARR £110,000Aug 26: Contracted ARR £110,000; Invoiced ARR £110,000Sep 26: Contracted ARR £110,000; Invoiced ARR £110,000

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 £110k; Invoiced ARR £110k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_157.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Apr 25£44,000£44,000
May 25£44,000£44,000
Jun 25£44,000£44,000
Jul 25£44,000£44,000
Aug 25£44,000£44,000
Sep 25£44,000£44,000
Oct 25£44,000£44,000
Nov 25£44,000£44,000
Dec 25£44,000£44,000
Jan 26£44,000£44,000
Feb 26£44,000£44,000
Mar 26£44,000£44,000
Apr 26£110,000£110,000
May 26£110,000£110,000
Jun 26£110,000£110,000
Jul 26£110,000£110,000
Aug 26£110,000£110,000
Sep 26£110,000£110,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £110k, renewal rises to £125k

Standing Paid upARR Rising

Contracted and invoiced ARR is £110k after the Growth to Enterprise renewal in Apr 2026, a rise of £66k. All three invoices were paid within terms. The Apr 2027 renewal is priced at £125k.

  • Renewal on 4 Apr 2027 priced at £125k, up £15k (13.6%)
  • ARR rose by £66k on the Enterprise upgrade in Apr 2026
  • All three invoices paid within terms
The analysis

Recurring revenue: ARR began at £44k on the Growth order form in Apr 2025. The Enterprise renewal order form lifted it by £66k to £110k in Apr 2026, billed annually.

Next commitment: Renewal falls on 4 Apr 2027, 177 days from the as-of date. The renewal price is £125k against £110k today, a change of +£15k (13.6%).

Billing: All three invoices were paid within terms and nothing is owed. INV-157-0003 for £110k net was paid on 27 Apr 2026.

Deals: Both deals are closed won and none is open. Lewis Kerr owned the new Growth deal and Sophie Ling the Enterprise renewal, both active in HR. CRM, invoices and order form agree.

Made from 2 deals · 2 fact tables · 3 invoices

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

History by quarter

As at Fri 9 Oct 2026

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

  1. Q2 2026

    Q2 2026: usage up, value case and P1 miss

    Usage grew well beyond one analyst and Josh asked about more users, but the Finance Director wants a quantified saving before renewing. A connector token lapse and a 19 Jun 2026 P1 outage that missed the Enterprise target marked the quarter.

    The analysis

    Support: On 8 Apr 2026 the Salesforce connector stopped loading new data. Bethan traced it to API token expiry, and the customer had to refresh the token and reconnect.

    Growth: On 21 May 2026 Josh asked about users beyond the 150 included on Enterprise. Olivia Grant explained that add-on users come in blocks of 10.

    Marketing: Also on 21 May 2026, Alice Brewer invited Natasha Greaves to Customer Day London on 11 Jun 2026 and asked to quote her team in a customer story. The thread holds no reply.

    Renewal: On the 26 May 2026 call, Amara Obi reported daily users in the mid-thirties, over three times the previous quarter. Steven Holroyd, Finance Director, wants a saving he can put to the board and said he does not renew on autopilot.

    Commercial: Steven accepted a two-week timing exercise with the client managers but deferred any Finance rollout. The order form and invoices show £110k with nothing overdue, and the term renews on 4 Apr 2027.

    Support: On 2 Jun 2026 Josh Pearce asked about exporting search results. Olivia answered in 77 minutes, confirming CSV export, and the customer was satisfied.

    Incident: On 19 Jun 2026 the brain was unresponsive for several hours. Bethan Lister fixed an indexing bottleneck, but first response took 47 minutes against the Enterprise 30-minute P1 target.

    Open at the end: No savings figure exists yet. Root cause and P1 escalation reviews, the user-expansion follow-up and the story invitation were all unresolved.

    Made from 1 call · 1 email thread · 4 tickets

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

  2. Q1 2026

    Q1 2026: value challenge, Enterprise form sent

    Seventeen reads. The Finance Director pressed on usage and value of the £44k Growth plan throughout. An Enterprise order form for £110k went out on 27 Mar 2026 and an invoice followed on 31 Mar 2026. Signature is not shown.

    The analysis

    Renewal notice: On 2 Jan 2026 Amara Obi gave Steven Holroyd, Finance Director, notice for the Growth subscription (£44k, 40 users, ending 3 Apr 2026) and flagged a usage dip. Steven replied on 7 Jan 2026 that he needs a reason to keep paying for forty seats.

    Renewal call: On 12 Jan 2026 about six of forty users were active on a given day. Kelly Swainston could not give a pound figure, and Lindsey Ward confirmed invoices match £44k with nothing overdue.

    Support: Three connector and dashboard tickets in January 2026. The 21 Jan 2026 Salesforce sync stop was an expired token, fixed by re-authorising. After credential rotation on 22 Jan 2026 the returns connector re-authorisation was never confirmed.

    QBR: On 23 Feb 2026 about nine of forty users were active. Two measures were agreed: questions asked by client managers and reviews prepared from the brain.

    Renewal options: On 3 Mar 2026 Steven put usage at about a quarter of seats. Sophie Ling offered Growth at £44k or Enterprise, and corrected his hearing of £110k as a yearly price.

    Late March: On 23 Mar 2026 Steven named cost per order by site as his measure. On 27 Mar 2026 he called the Enterprise form a long way up from £44k and wanted a savings case for the board. Invoice INV-157-0003 for £110k net was sent on 31 Mar 2026.

    Open at the end: Signature of the order form, the returns connector status and the dashboard sorting fix.

    Made from 4 calls · 8 email threads · 5 tickets

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

  3. Q4 2025

    Q4 2025: new CSM, value case before renewal

    Seven reads. Kelly Swainston stayed a positive champion while a new CSM took over. Returns work still partly sits in spreadsheets, and the budget holder for the Apr 2026 renewal was not named. Two webinar invitations drew no reply.

    The analysis

    Support: On 7 Oct 2025 Kelly asked for date range filters on the Growth dashboard, and Bethan said they would come in the next release in a couple of weeks, with no date or version fixed. On 17 Oct 2025 Olivia showed her the CSV export, and Kelly shared the data with finance.

    Marketing: Alice Brewer sent Lindsey Ward, a credit controller, webinar invitations on 11 Oct 2025 and 21 Dec 2025. Neither thread holds a customer reply, so interest is not shown.

    People: On 13 Nov 2025 Amara Obi introduced herself as the new CSM and asked for a check-in. Kelly agreed, but said some of the team still use spreadsheets for returns and she wants other client managers in more regularly.

    Renewal: On the 21 Nov 2025 call Kelly had no tickets and no complaints, and said reviews now start from shared facts. The call put the contract end at 3 Apr 2026 and the renewal date at 4 Apr 2026. Kelly will send a short value sentence and wants to see it before it is used.

    Follow-up: Amara's 24 Nov 2025 notes record usage up on the previous quarter, no open tickets and 40 licensed users. Kelly did not reply in that thread, so agreement is not confirmed.

    Open at the end: The budget holder is unnamed. Colleagues question whether the data is current. The date filter delivery was not confirmed in these reads. Amara's usage summary, QBR dates and the value sentence were still to come.

    Made from 1 call · 4 email threads · 2 tickets

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

  4. Q3 2025

    Q3 2025: adoption up, finance wants proof

    Adoption spread across Thackwray's client managers and no problems stayed open. At the 27 Aug 2025 QBR finance director Steven Holroyd said he would not renew on autopilot and wants a usage and value case.

    The analysis

    Support: On 4 Jul 2025 the orders connector failed with an access denied error before a client review. Josh re-authorised after the e-commerce platform reset credentials without notice, and the ticket closed in 4 days.

    Support: On 7 Jul 2025 Kelly Swainston reported a gap in the returns view. Connor Webb ran a refresh on 10 Jul 2025 and the view matched source data.

    Adoption: At the 25 Jul 2025 check-in Kelly said all client managers now use the brain for service reviews. She is on 40 licences and not squeezed, but Steven Holroyd, who decides on renewal, was absent.

    Renewal: At the 27 Aug 2025 QBR Steven challenged paying for 40 licences against low active use. Natalie Eze confirmed £44k a year, with the term to 3 Apr 2026 and renewal on 4 Apr 2026.

    Value: Steven's 28 Aug 2025 reply asked for the renewal in good time and for evidence of what the brain has saved. He did not raise price or a rival.

    Late quarter: On 17 Sep 2025 Kelly said worth is easy and returns problems are spotted early. She was wary of giving the two site ops managers access.

    Open at the end: a usage summary and value case for Steven, the side-by-side orders and returns view Daniel Okafor owes, a dashboards note from Natalie, and Kelly's returns example.

    Made from 3 calls · 6 email threads · 1 ticket

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

  5. Q2 2025

    Q2 2025: Growth onboarding, IT access slows

    Nineteen reads. Thackwray Logistics began Growth onboarding with a positive champion in Kelly Swainston. Josh Pearce is the only admin, IT access slowed the connectors, and by 30 May 2025 only a few people were using it.

    The analysis

    Contract: Invoice INV-157-0002 of 4 Apr 2025 billed £44k net for Growth, term ending 3 Apr 2026. At the 11 Apr 2025 call the customer asked about that date and was told nothing done now changes the term.

    Kickoff: Kelly Swainston wants returns problems before a brand raises them. Josh Pearce is the only systems admin.

    Access: Returns credentials sat with a part-time IT colleague from 14 Apr 2025 and were still outstanding on 28 Apr 2025.

    Connectors: The 22 Apr 2025 call had the warehouse live and the CRM waiting on a permission. By 19 May 2025 orders access was still blocked on IT approval.

    Adoption: Only Kelly and Josh were using it by 22 May 2025. On 30 May 2025 Natasha Greaves saved a page of open beauty returns tickets and found a long-open one.

    Support: Three April 2025 tickets were how-to questions, resolved without follow-up. On 24 Apr 2025 Josh was told single sign-on is Enterprise only.

    Open at the end: Josh is still the sole admin and a second is to be nominated. Orders access, queue retagging and dashboards were unresolved, and the two invitations had no recorded reply.

    Made from 8 calls · 8 email threads · 3 tickets

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

  6. Q1 2025

    Q1 2025: Growth deal agreed after value scrutiny

    Discovery to order form in one quarter. Finance Director Steven Holroyd pressed on usage and cost per order. The £56k Growth price held, quarterly billing was offered, and on 19 Mar 2025 Steven said he would sign. Implementation invoice issued 24 Mar 2025.

    The analysis

    Discovery: On 3 Jan 2025 Kelly Swainston described client managers building service reviews by hand. Lewis Kerr placed Growth at £56k including implementation, not an annual figure. Steven said he would not sign off on another tool that three people open once a month.

    Demo: The 21 Jan 2025 demo on sample data went well with Kelly. Josh Pearce raised connector breakage and permissions, and Steven missed it. The orders system is supplier-run, so a read-only extract needs a written request.

    Proposal: On 13 Feb 2025 Priya Raman presented the proposal. Steven wanted one-off and annual split out, a renewal warning in good time, and said he does not renew on autopilot. Success measures were to be reviewed after the first quarter.

    Negotiation: On 5 Mar 2025 Owen Tallis refused a lower price and offered quarterly billing with the schedule in the order form. Lindsey Ward asked for named contacts, a PO reference and no surprise invoices.

    Signing and billing: On 19 Mar 2025 Lewis sent the order form at £56k plus VAT and Steven said he would sign that day. He asked for a note on who is using it early. Invoice INV-157-0001 for £12k net followed on 24 Mar 2025.

    Open at the end: The signed form is not in the reads. Permissions between brands, the PO number and the early usage note were outstanding.

    Made from 4 calls · 10 email threads

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

  7. Q4 2024

    Q4 2024: inbound enquiry after quiet start

    Three reads. A roundtable invitation to the finance director went unanswered, a news item on leadership changes named no one, and on 23 Dec 2024 the Head of Client Management agreed to a discovery conversation in early January.

    The analysis

    Outreach: On 5 Nov 2024 Sofia Marchetti invited Finance Director Steven Holroyd to a London roundtable on Tue 26 Nov 2024. The theme was what teams get from tools they pay for, and the thread holds no reply from Steven.

    News: On 4 Dec 2024 Yorkshire Supply Chain Journal reported leadership appointments at the Doncaster base. No individuals were named, so any effect on our contacts is unknown.

    Discovery: On 23 Dec 2024 Kelly Swainston agreed to a forty-five minute discovery conversation with Lewis Kerr about how client managers prepare for monthly service reviews. She preferred early January but not the first couple of days, and wants the first session with just her.

    People: Kelly named Steven as the person who signs off purchases like this. She wants him involved later.

    Open at the end: Lewis was to send two or three slots for the week after the first. Steven had not responded to the invitation, and the leadership change had not been tied to any contact.

    Made from 2 email threads · 1 news item

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

  8. Q1 2024

    Q1 2024: one webinar invitation, no reply

    One read in the period: a webinar invitation sent on 28 Mar 2024 from Nell Ashcombe to Natasha Greaves for the 18 Apr 2024 event. The thread holds no customer response, so interest is not shown.

    The analysis

    Period: this digest rests on one read, an email thread dated 28 Mar 2024. No calls, tickets or news items fall in the quarter.

    Invitation: Nell Ashcombe invited Natasha Greaves, a client manager for beauty brands, to the BG-Demo webinar on 18 Apr 2024 and asked her to reply to take a place.

    Customer view: there is no customer response in the thread, so interest is not shown. The read notes the webinar could introduce B-Viz to a client manager who works with orders and returns data.

    Open at the end: the evidence does not show any reply, attendance or follow-up. The read lists no risks and no next steps.

    Made from 1 email thread

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

Platform usage

Updated 9 Oct 26
Active users · Sep 26
127level vs 3 months earlierof 150 included on the tier
Questions asked · Sep 26
5,169down 284 vs 3 months earlier
Connectors configured · Sep 26
14up 6 vs 3 months earlierof 20 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
52.4 GBup 23.8 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (150)Right axisQuestions asked
00753,0001506,000May 25Jul 25Sep 25Nov 25Jan 26Mar 26May 26Jul 26Sep 26champion leftIncluded users (150)1505,169127Apr 25: Active users 13; Licensed seats 40; Questions asked 169May 25: Active users 23; Licensed seats 40; Questions asked 504Jun 25: Active users 27; Licensed seats 40; Questions asked 961Jul 25: Active users 31; Licensed seats 40; Questions asked 1,172Aug 25: Active users 34; Licensed seats 40; Questions asked 787Sep 25: Active users 34; Licensed seats 40; Questions asked 1,398Oct 25: Active users 34; Licensed seats 40; Questions asked 1,477Nov 25: Active users 34; Licensed seats 40; Questions asked 1,291Dec 25: Active users 34; Licensed seats 40; Questions asked 1,048Jan 26: Active users 34; Licensed seats 40; Questions asked 1,292Feb 26: Active users 34; Licensed seats 40; Questions asked 1,250Mar 26: Active users 34; Licensed seats 40; Questions asked 1,414Apr 26: Active users 127; Licensed seats 150; Questions asked 4,455May 26: Active users 127; Licensed seats 150; Questions asked 4,791Jun 26: Active users 127; Licensed seats 150; Questions asked 5,453Jul 26: Active users 127; Licensed seats 150; Questions asked 5,245Aug 26: Active users 127; Licensed seats 150; Questions asked 2,905Sep 26: Active users 127; Licensed seats 150; Questions asked 5,169

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 127; Licensed seats 150; Questions asked 5,169. Basis: product usage, facts.usage_monthly:org_157, signals:org_157.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Apr 251340169
May 252340504
Jun 252740961
Jul 2531401,172
Aug 253440787
Sep 2534401,398
Oct 2534401,477
Nov 2534401,291
Dec 2534401,048
Jan 2634401,292
Feb 2634401,250
Mar 2634401,414
Apr 261271504,455
May 261271504,791
Jun 261271505,453
Jul 261271505,245
Aug 261271502,905
Sep 261271505,169
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (20)Right axisData volume
00.0 GB1030.0 GB2060.0 GBJun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included connectors (20)52.4 GB141Apr 25: Connectors configured 1; Active admins 2; Data volume 2.80 GBMay 25: Connectors configured 5; Active admins 2; Data volume 14.26 GBJun 25: Connectors configured 5; Active admins 2; Data volume 14.54 GBJul 25: Connectors configured 6; Active admins 2; Data volume 17.79 GBAug 25: Connectors configured 6; Active admins 2; Data volume 18.13 GBSep 25: Connectors configured 6; Active admins 2; Data volume 18.46 GBOct 25: Connectors configured 6; Active admins 2; Data volume 18.80 GBNov 25: Connectors configured 6; Active admins 2; Data volume 19.13 GBDec 25: Connectors configured 6; Active admins 2; Data volume 19.47 GBJan 26: Connectors configured 6; Active admins 2; Data volume 19.81 GBFeb 26: Connectors configured 6; Active admins 2; Data volume 20.12 GBMar 26: Connectors configured 6; Active admins 2; Data volume 20.46 GBApr 26: Connectors configured 6; Active admins 1; Data volume 20.79 GBMay 26: Connectors configured 7; Active admins 1; Data volume 24.65 GBJun 26: Connectors configured 8; Active admins 1; Data volume 28.61 GBJul 26: Connectors configured 10; Active admins 1; Data volume 36.33 GBAug 26: Connectors configured 12; Active admins 1; Data volume 44.28 GBSep 26: Connectors configured 14; Active admins 1; Data volume 52.43 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 14; Active admins 1; Data volume 52.4 GB. Basis: product usage, facts.usage_monthly:org_157, signals:org_157.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Apr 25122.80 GB
May 255214.26 GB
Jun 255214.54 GB
Jul 256217.79 GB
Aug 256218.13 GB
Sep 256218.46 GB
Oct 256218.80 GB
Nov 256219.13 GB
Dec 256219.47 GB
Jan 266219.81 GB
Feb 266220.12 GB
Mar 266220.46 GB
Apr 266120.79 GB
May 267124.65 GB
Jun 268128.61 GB
Jul 2610136.33 GB
Aug 2612144.28 GB
Sep 2614152.43 GB

Usage read

As at Fri 9 Oct 2026

Usage rising since late August 2026

Direction Rising

Usage is rising: questions in the last 4 weeks were 4,941 against 3,440 in the 4 before (+44%). The August 2026 dip has recovered, but one admin and a few heavy askers carry the platform.

  • Questions up 44% over the last 4 weeks against the 4 before
  • Only one admin active in September 2026, down from two in March 2026
  • Champion Kelly Swainston deactivated on 6 Mar 2026
  • 14 of 20 contracted connectors configured
The analysis

Recent weeks: Questions rose from 3,440 to 4,941 (+44%) and average daily active users from 26.9 to 36.1 (+34%). The week ending 9 Oct 2026 had 1,258 questions; the busiest week was the one ending 25 Sep 2026 with 1,275.

Trend: September 2026 had 5,169 questions, 5% below the June 2026 peak of 5,453. Connectors went from 6 in September 2025 to 14 in September 2026, and records indexed are still rising.

Who uses it: Josh Pearce is the only admin active in September 2026 and asked 18% of questions over 12 months (6,310 of 35,790). Chloe Jarvis asked 12%. Kelly Swainston, the champion, had her platform user deactivated on 6 Mar 2026.

Against the order form: 127 active users is 85% of the 150 seats on the Enterprise order form. 14 connectors are configured against 20 contracted.

Made from 2 fact tables

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

Documents

Updated 9 Oct 26

14 documents in 6 folders; 3 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.

Open tickets

Helpdeskmade from

Activity

Contacts

Evidence trail

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

Thackwray Logistics' pages are written from 3 organisation-level AI texts (assessment / next steps), 8 period digests and 1 narrative-level AI text, which in turn draw on 105 AI summaries of 110 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 15 people (15 with an AI write-up) and 10 staff (0 with an AI write-up), shown on 15 pages. 1 AI record in this trail is not written yet.

The trail as a list (block, record, entity, raw row)
  • Activity page block
  • AI opinion page block
    • Thackwray Logistics on watch AI record
      • Thackwray Logistics document roll-up AI record
      • ARR £110,000, renewal rises to £125,000 AI record
        • Thackwray Logistics – New entity
          • Thackwray Logistics entity
            • accounting/customers.csv org_157 raw row
            • crm/companies.csv org_157 raw row
            • product_analytics/tenants.csv org_157 raw row
          • contracts/order_form_lines.csv ctr_157_01:1 raw row
          • contracts/order_form_lines.csv ctr_157_01:2 raw row
          • contracts/order_forms.csv ctr_157_01 raw row
          • crm/deal_line_items.csv deal_157_01:1 raw row
          • crm/deal_line_items.csv deal_157_01:2 raw row
          • +7 more
        • Thackwray Logistics – Renewal entity
          • Thackwray Logistics entity
            • accounting/customers.csv org_157 raw row
            • crm/companies.csv org_157 raw row
            • product_analytics/tenants.csv org_157 raw row
          • contracts/order_form_lines.csv ctr_157_02:1 raw row
          • contracts/order_forms.csv ctr_157_02 raw row
          • crm/deal_line_items.csv deal_157_02:1 raw row
          • crm/deal_stage_history.csv deal_157_02:1 raw row
          • crm/deal_stage_history.csv deal_157_02:2 raw row
          • +3 more
        • facts.arr_monthly:org_157 facts table
          • Thackwray Logistics – New entity
            • Thackwray Logistics entity
              • accounting/customers.csv org_157 raw row
              • crm/companies.csv org_157 raw row
              • product_analytics/tenants.csv org_157 raw row
            • contracts/order_form_lines.csv ctr_157_01:1 raw row
            • contracts/order_form_lines.csv ctr_157_01:2 raw row
            • contracts/order_forms.csv ctr_157_01 raw row
            • crm/deal_line_items.csv deal_157_01:1 raw row
            • crm/deal_line_items.csv deal_157_01:2 raw row
            • +7 more
          • Thackwray Logistics – Renewal entity
            • Thackwray Logistics entity
              • accounting/customers.csv org_157 raw row
              • crm/companies.csv org_157 raw row
              • product_analytics/tenants.csv org_157 raw row
            • contracts/order_form_lines.csv ctr_157_02:1 raw row
            • contracts/order_forms.csv ctr_157_02 raw row
            • crm/deal_line_items.csv deal_157_02:1 raw row
            • crm/deal_stage_history.csv deal_157_02:1 raw row
            • crm/deal_stage_history.csv deal_157_02:2 raw row
            • +3 more
          • INV-157-0001 entity
            • Thackwray Logistics entity
              • accounting/customers.csv org_157 raw row
              • crm/companies.csv org_157 raw row
              • product_analytics/tenants.csv org_157 raw row
            • accounting/invoice_lines.csv inv_157_001:1 raw row
            • accounting/invoices.csv inv_157_001 raw row
            • accounting/payments.csv pay_157_001 raw row
          • INV-157-0002 entity
            • Thackwray Logistics entity
              • accounting/customers.csv org_157 raw row
              • crm/companies.csv org_157 raw row
              • product_analytics/tenants.csv org_157 raw row
            • accounting/invoice_lines.csv inv_157_002:1 raw row
            • accounting/invoices.csv inv_157_002 raw row
            • accounting/payments.csv pay_157_002 raw row
          • INV-157-0003 entity
            • Thackwray Logistics entity
              • accounting/customers.csv org_157 raw row
              • crm/companies.csv org_157 raw row
              • product_analytics/tenants.csv org_157 raw row
            • accounting/invoice_lines.csv inv_157_003:1 raw row
            • accounting/invoices.csv inv_157_003 raw row
            • accounting/payments.csv pay_157_003 raw row
        • facts.reconciliation_t0:org_157 facts table
          • Thackwray Logistics – New entity
            • Thackwray Logistics entity
              • accounting/customers.csv org_157 raw row
              • crm/companies.csv org_157 raw row
              • product_analytics/tenants.csv org_157 raw row
            • contracts/order_form_lines.csv ctr_157_01:1 raw row
            • contracts/order_form_lines.csv ctr_157_01:2 raw row
            • contracts/order_forms.csv ctr_157_01 raw row
            • crm/deal_line_items.csv deal_157_01:1 raw row
            • crm/deal_line_items.csv deal_157_01:2 raw row
            • +7 more
          • Thackwray Logistics – Renewal entity
            • Thackwray Logistics entity
              • accounting/customers.csv org_157 raw row
              • crm/companies.csv org_157 raw row
              • product_analytics/tenants.csv org_157 raw row
            • contracts/order_form_lines.csv ctr_157_02:1 raw row
            • contracts/order_forms.csv ctr_157_02 raw row
            • crm/deal_line_items.csv deal_157_02:1 raw row
            • crm/deal_stage_history.csv deal_157_02:1 raw row
            • crm/deal_stage_history.csv deal_157_02:2 raw row
            • +3 more
          • INV-157-0001 entity
            • Thackwray Logistics entity
              • accounting/customers.csv org_157 raw row
              • crm/companies.csv org_157 raw row
              • product_analytics/tenants.csv org_157 raw row
            • accounting/invoice_lines.csv inv_157_001:1 raw row
            • accounting/invoices.csv inv_157_001 raw row
            • accounting/payments.csv pay_157_001 raw row
          • INV-157-0002 entity
            • Thackwray Logistics entity
              • accounting/customers.csv org_157 raw row
              • crm/companies.csv org_157 raw row
              • product_analytics/tenants.csv org_157 raw row
            • accounting/invoice_lines.csv inv_157_002:1 raw row
            • accounting/invoices.csv inv_157_002 raw row
            • accounting/payments.csv pay_157_002 raw row
          • INV-157-0003 entity
            • Thackwray Logistics entity
              • accounting/customers.csv org_157 raw row
              • crm/companies.csv org_157 raw row
              • product_analytics/tenants.csv org_157 raw row
            • accounting/invoice_lines.csv inv_157_003:1 raw row
            • accounting/invoices.csv inv_157_003 raw row
            • accounting/payments.csv pay_157_003 raw row
          • Thackwray Logistics entity
            • accounting/customers.csv org_157 raw row
            • crm/companies.csv org_157 raw row
            • product_analytics/tenants.csv org_157 raw row
        • INV-157-0001 entity
          • Thackwray Logistics entity
            • accounting/customers.csv org_157 raw row
            • crm/companies.csv org_157 raw row
            • product_analytics/tenants.csv org_157 raw row
          • accounting/invoice_lines.csv inv_157_001:1 raw row
          • accounting/invoices.csv inv_157_001 raw row
          • accounting/payments.csv pay_157_001 raw row
        • INV-157-0002 entity
          • Thackwray Logistics entity
            • accounting/customers.csv org_157 raw row
            • crm/companies.csv org_157 raw row
            • product_analytics/tenants.csv org_157 raw row
          • accounting/invoice_lines.csv inv_157_002:1 raw row
          • accounting/invoices.csv inv_157_002 raw row
          • accounting/payments.csv pay_157_002 raw row
        • +2 more
      • QBR: users down after stale data incident AI record
        • Thackwray Logistics / BG-Demo – QBR entity
          • Thackwray Logistics entity
            • accounting/customers.csv org_157 raw row
            • crm/companies.csv org_157 raw row
            • product_analytics/tenants.csv org_157 raw row
          • call_recorder/calls.csv call_157_022 raw row
        • Thackwray Logistics entity
          • accounting/customers.csv org_157 raw row
          • crm/companies.csv org_157 raw row
          • product_analytics/tenants.csv org_157 raw row
      • Scheduling the quarterly review AI record
        • Thackwray Logistics entity
          • accounting/customers.csv org_157 raw row
          • crm/companies.csv org_157 raw row
          • product_analytics/tenants.csv org_157 raw row
        • Scheduling your quarterly review entity
          • Thackwray Logistics entity
            • accounting/customers.csv org_157 raw row
            • crm/companies.csv org_157 raw row
            • product_analytics/tenants.csv org_157 raw row
          • mailbox/messages.csv thr_157_0041:1 raw row
          • mailbox/messages.csv thr_157_0041:2 raw row
          • mailbox/messages.csv thr_157_0041:3 raw row
          • mailbox/threads.csv thr_157_0041 raw row
      • Thackwray usage drop follow-up AI record
        • Thackwray Logistics entity
          • accounting/customers.csv org_157 raw row
          • crm/companies.csv org_157 raw row
          • product_analytics/tenants.csv org_157 raw row
        • Follow-up from our quarterly review entity
          • Thackwray Logistics entity
            • accounting/customers.csv org_157 raw row
            • crm/companies.csv org_157 raw row
            • product_analytics/tenants.csv org_157 raw row
          • mailbox/messages.csv thr_157_0042:1 raw row
          • mailbox/threads.csv thr_157_0042 raw row
      • Webinar invitation on renewals AI record
        • Thackwray Logistics entity
          • accounting/customers.csv org_157 raw row
          • crm/companies.csv org_157 raw row
          • product_analytics/tenants.csv org_157 raw row
        • Invitation: Your renewals, read by the brain entity
          • Thackwray Logistics entity
            • accounting/customers.csv org_157 raw row
            • crm/companies.csv org_157 raw row
            • product_analytics/tenants.csv org_157 raw row
          • mailbox/messages.csv thr_157_0043:1 raw row
          • mailbox/threads.csv thr_157_0043 raw row
      • +35 more
  • ARR journey page block
    • facts.arr_monthly:org_157 facts table
      • Thackwray Logistics – New entity
        • Thackwray Logistics entity
          • accounting/customers.csv org_157 raw row
          • crm/companies.csv org_157 raw row
          • product_analytics/tenants.csv org_157 raw row
        • contracts/order_form_lines.csv ctr_157_01:1 raw row
        • contracts/order_form_lines.csv ctr_157_01:2 raw row
        • contracts/order_forms.csv ctr_157_01 raw row
        • crm/deal_line_items.csv deal_157_01:1 raw row
        • crm/deal_line_items.csv deal_157_01:2 raw row
        • +7 more
      • Thackwray Logistics – Renewal entity
        • Thackwray Logistics entity
          • accounting/customers.csv org_157 raw row
          • crm/companies.csv org_157 raw row
          • product_analytics/tenants.csv org_157 raw row
        • contracts/order_form_lines.csv ctr_157_02:1 raw row
        • contracts/order_forms.csv ctr_157_02 raw row
        • crm/deal_line_items.csv deal_157_02:1 raw row
        • crm/deal_stage_history.csv deal_157_02:1 raw row
        • crm/deal_stage_history.csv deal_157_02:2 raw row
        • +3 more
      • INV-157-0001 entity
        • Thackwray Logistics entity
          • accounting/customers.csv org_157 raw row
          • crm/companies.csv org_157 raw row
          • product_analytics/tenants.csv org_157 raw row
        • accounting/invoice_lines.csv inv_157_001:1 raw row
        • accounting/invoices.csv inv_157_001 raw row
        • accounting/payments.csv pay_157_001 raw row
      • INV-157-0002 entity
        • Thackwray Logistics entity
          • accounting/customers.csv org_157 raw row
          • crm/companies.csv org_157 raw row
          • product_analytics/tenants.csv org_157 raw row
        • accounting/invoice_lines.csv inv_157_002:1 raw row
        • accounting/invoices.csv inv_157_002 raw row
        • accounting/payments.csv pay_157_002 raw row
      • INV-157-0003 entity
        • Thackwray Logistics entity
          • accounting/customers.csv org_157 raw row
          • crm/companies.csv org_157 raw row
          • product_analytics/tenants.csv org_157 raw row
        • accounting/invoice_lines.csv inv_157_003:1 raw row
        • accounting/invoices.csv inv_157_003 raw row
        • accounting/payments.csv pay_157_003 raw row
  • AI facts page block
  • Contacts page block
    • +9 more
  • Open deals (computed from the records; nothing to show yet) page block
    • Documents page block
      • +8 more
    • Finance read page block
      • hero page block
        • History by quarter page block
          • +2 more
        • Key facts page block
          • Evidence trail page block
            • The story page block
              • Next step page block
                • Open tickets 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

                          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