B-Viz
Marsden Vale Recruitment logo

Marsden Vale Recruitment

Watch£22kRenews 23 Sep 27

AI facts

As at Fri 9 Oct 2026

Marsden Vale Recruitment is on Starter at £22k a year, 0.0% discount, under an order form signed 11 Sep 2026 for 23 Sep 2026 to 22 Sep 2027. Active users were 9 in May 2026 and 9 in Sep 2026 (0%), against 15 licensed users. The renewal falls on 23 Sep 2027, 349 days away, at £22k. On 14 Sep 2026 Jonathan Marsden questioned the rise from £20k, and a check-in is booked for 19 Oct 2026.

Read from 13 calls · 18 email threads · 12 tickets · 3 deals · 10 people · 9 documents, newest 11 Sep 26

Profile

Updated 9 Oct 26
  • IndustryRecruitmentSource: CRM company record
  • Websitemarsdenvale.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityHuddersfieldSource: CRM company record
  • Size85 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Marcus Bell
  • Customer since23 Sep 2024Source: first executed order form ctr_169_01, signed 9 Sep 2024 · Starter tier · In the CRM since 11 Jun 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 the champion Charlotte Haigh left in Apr 2026 and Jonathan Marsden's 14 Sep 2026 price question has no reply on record. Invoices are paid within terms and questions held up, so this is relationship risk, not money risk. The booked check-in is the moment to answer him.

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

Key facts

Updated 9 Oct 26
  • Contracted ARR£22,000Source: executed order form ctr_169_03, 23 Sep 2026 to 22 Sep 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
  • Next renewal23 Sep 2027Basis: order form ctr_169_03 ends 22 Sep 2027 · In 349 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
  • Term23 Sep 2026 to 22 Sep 2027Source: order form ctr_169_03 (renewal), signed 11 Sep 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact14 Sep 2026Email: Order form, Starter renewal 2026 · 25 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since Sep 2024 · 3 connectors configured
  • Licensed seats159 active users in Sep 2026 · Order form ctr_169_03: 15 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown replies in writing to Jonathan Marsden's 14 Sep 2026 question, explaining the Starter move from £20k to £22k and the Jan 2026 notice, and asks for a countersigned order form. renewal
Who
Tom Ashdown Tom Ashdown
When
This week by 11 Oct 2026
Why
Tom Ashdown should reply in writing to Jonathan Marsden's unanswered 14 Sep 2026 price question before the 19 Oct 2026 check-in. The reply should explain the move from £20k to £22k and secure a countersigned Starter order form.

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

The story

As at Fri 9 Oct 2026
Watch

Watch: Marsden Vale Recruitment renewed on Starter at £22k and pays within terms. Its champion left in Apr 2026, and the Managing Director's 14 Sep 2026 price question has no reply on record. Tom Ashdown is due to reply by 11 Oct 2026.

Watch: Marsden Vale Recruitment is on Starter at £22k a year under the order form signed 11 Sep 2026, for 23 Sep 2026 to 22 Sep 2027, with renewal on 23 Sep 2027.

Questions rose from 221 in May 2026 to 254 in Sep 2026 (15%), with active users at 9 both months. Anna McKenna and Shannon Lockwood each ask 27% of questions; Shannon is the only admin, and champion Charlotte Haigh left in Apr 2026.

Jonathan Marsden, the Managing Director, questioned the rise from £20k to £22k on 14 Sep 2026, with no reply on record. The order form's customer signature lines are blank, and a duplicate-records ticket was escalated to the platform team.

Tom Ashdown replies in writing to Jonathan by 11 Oct 2026, explaining the price change and asking for a countersigned order form, before Marcus Bell's check-in booked for 19 Oct 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£12k£25kJan 25Jun 25Nov 25Apr 26Sep 26newexpansion£22k£22kSep 24: Contracted ARR £19,500; Invoiced ARR £19,500Oct 24: Contracted ARR £19,500; Invoiced ARR £19,500Nov 24: Contracted ARR £19,500; Invoiced ARR £19,500Dec 24: Contracted ARR £19,500; Invoiced ARR £19,500Jan 25: Contracted ARR £19,500; Invoiced ARR £19,500Feb 25: Contracted ARR £19,500; Invoiced ARR £19,500Mar 25: Contracted ARR £19,500; Invoiced ARR £19,500Apr 25: Contracted ARR £19,500; Invoiced ARR £19,500May 25: Contracted ARR £19,500; Invoiced ARR £19,500Jun 25: Contracted ARR £19,500; Invoiced ARR £19,500Jul 25: Contracted ARR £19,500; Invoiced ARR £19,500Aug 25: Contracted ARR £19,500; Invoiced ARR £19,500Sep 25: Contracted ARR £19,500; Invoiced ARR £19,500Oct 25: Contracted ARR £19,500; Invoiced ARR £19,500Nov 25: Contracted ARR £19,500; Invoiced ARR £19,500Dec 25: Contracted ARR £19,500; Invoiced ARR £19,500Jan 26: Contracted ARR £19,500; Invoiced ARR £19,500Feb 26: Contracted ARR £19,500; Invoiced ARR £19,500Mar 26: Contracted ARR £19,500; Invoiced ARR £19,500Apr 26: Contracted ARR £19,500; Invoiced ARR £19,500May 26: Contracted ARR £19,500; Invoiced ARR £19,500Jun 26: Contracted ARR £19,500; Invoiced ARR £19,500Jul 26: Contracted ARR £19,500; Invoiced ARR £19,500Aug 26: Contracted ARR £19,500; Invoiced ARR £19,500Sep 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_169.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Sep 24£19,500£19,500
Oct 24£19,500£19,500
Nov 24£19,500£19,500
Dec 24£19,500£19,500
Jan 25£19,500£19,500
Feb 25£19,500£19,500
Mar 25£19,500£19,500
Apr 25£19,500£19,500
May 25£19,500£19,500
Jun 25£19,500£19,500
Jul 25£19,500£19,500
Aug 25£19,500£19,500
Sep 25£19,500£19,500
Oct 25£19,500£19,500
Nov 25£19,500£19,500
Dec 25£19,500£19,500
Jan 26£19,500£19,500
Feb 26£19,500£19,500
Mar 26£19,500£19,500
Apr 26£19,500£19,500
May 26£19,500£19,500
Jun 26£19,500£19,500
Jul 26£19,500£19,500
Aug 26£19,500£19,500
Sep 26£22,000£22,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR up to £22k, all paid

Standing Paid upARR Rising

Marsden Vale Recruitment has contracted ARR of £22k on a Starter order form, up by £2,500 in Sep 2026 at renewal. All four invoices were paid within terms and CRM, invoices and order form agree.

  • ARR rose by £2,500 to £22k in Sep 2026
  • Next renewal on 23 Sep 2027 with no price change
  • All four invoices paid within terms
The analysis

Recurring revenue: ARR began at £20k in Sep 2024 and moved once, to £22k in Sep 2026, a change of +£2,500 recorded as expansion. The current Starter renewal order form is executed with no discount.

Next commitment: the next renewal is on 23 Sep 2027, with a renewal price of £22k against £22k today, a change of +£0 (0.0%).

Billing: INV-169-0001 to INV-169-0004 were all paid within terms. Nothing is overdue or disputed.

Deals: the new deal and two renewal deals are all closed won. There are no open deals, and Tom Ashdown, who is active in HR, owns all three.

Made from 3 deals · 2 fact tables · 4 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: feature asks, renewal price query

    Three reads. Two low-urgency feature requests from Shannon in April and May, then a 24 Jun 2026 renewal email quoting £22k for Starter. The Managing Director queried the increase and the call offer was unanswered.

    The analysis

    Support: On 1 Apr 2026 Shannon asked for salary range and contract type columns in the roles list. Kate Ormerod approved it and flagged it to the product team, with a first response of 853 minutes.

    Support: On 5 May 2026 Shannon asked for a CSV export from dashboards to share reports with external clients. Kate asked for the use case, and the ticket was solved in 6 days.

    Renewal: On 24 Jun 2026 Marcus Bell told Jonathan Marsden, the Managing Director, that the Starter renewal on 22 Sep 2026 would be £22k. He proposed a 30-minute call.

    Renewal: Jonathan replied on 29 Jun 2026 asking what drove the increase, without accepting or objecting. Marcus explained on 1 Jul 2026 that the pricing update applies to renewals from July onwards and asked for a time to talk.

    Open at the end: The renewal read shows no reply to the call offer, so the price query was unresolved. The CSV request suggests the customer is extending use to client-facing reporting, which the ticket read links to possible expansion. The evidence does not show the outcome of either feature request in the product.

    Made from 1 email thread · 2 tickets

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

  2. Q1 2026

    Q1 2026: quiet Starter quarter, renewal ahead

    Two support tickets, a parked Sandbox request and an unanswered webinar invite. The 20 Feb 2026 check-in was positive on usage, and a QBR was agreed ahead of a September renewal that carries a 12.8% rise.

    The analysis

    Support: Shannon Lockwood could not log in on 7 Jan 2026 and needed urgent access for client calls. The ticket was solved on 8 Jan 2026 and closed on 12 Jan 2026, but the read does not show that access was confirmed restored.

    Sandbox: on 8 Jan 2026 Olivia Grant told Shannon that Sandbox is an Enterprise add-on and floated an upgrade. Shannon said they probably do not need it now, so the need is parked and the ticket was closed.

    Renewal: on the 20 Feb 2026 call Marcus Bell told Charlotte Haigh that usage and data are healthy with no tickets. Charlotte found the numbers reassuring, asked about unused features and agreed to a QBR in May or June.

    Commercial: the customer is on Starter at £20k a year and the contract ends in September. A renewal on or after 1 Jul 2026 moves to the v2 Starter list of £22k, a rise of 12.8%, and the read says this needs a value case.

    Outreach: on 5 Mar 2026 Alice Brewer invited Brenda Oldroyd to a webinar on 19 Mar 2026 at 14:00. No reply is shown.

    Support: the ticket opened on 10 Mar 2026 reported duplicate candidate records after a bulk import from a legacy system. It took 14 days to close and needed manual deduplication.

    Open at the end: the renewal outcome, the QBR booking and the usage and pricing case. Only Charlotte attended the check-in, with no finance or managing director voice.

    Made from 1 call · 2 email threads · 2 tickets

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

  3. Q4 2025

    Q4 2025: one data export question, resolved

    Q4 2025 holds one read: a ticket from 26 Nov 2025 in which Shannon asked for a full candidate export before a system migration. Connor Webb explained the export, and it was resolved in 6 days. The read treats it as a positive signal.

    The analysis

    Period: this digest rests on one read, a support ticket dated 26 Nov 2025. No calls, email threads or news items fall in the quarter.

    Support: Shannon asked for a full candidate database export with complete history, as a backup before a planned system migration. The ticket was a data export question and was resolved in 6 days.

    Handling: Connor Webb explained that the search page export function lets the user select all records instead of the current view. The read says this met the customer's backup requirement.

    Signal: the read judges this positive. The customer treats the product as a system of record worth backing up before major infrastructure changes. Its importance is marked neutral and its urgency low.

    Open at the end: the read lists no next steps and no risks. The evidence does not show when the migration happens, what system the customer is moving to, or whether it affects the connectors or the renewal.

    Made from 1 ticket

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

  4. Q3 2025

    Q3 2025: Starter renewal agreed, thin usage

    Marsden Vale renewed on Starter at £20k and declined Growth. Order form and invoice followed in September. Use rests on about two people against 15 seats. A helpdesk connector stopped after a key swap.

    The analysis

    Support: On 11 Aug 2025 Shannon Lockwood's dashboard date filter question was solved in 7 days by pointing her to edit mode. The 12 Aug 2025 thread shows the helpdesk connector stopped syncing after the customer swapped API keys.

    Renewal: On the 21 Aug 2025 call, Tom Ashdown and Marcus Bell proposed Starter at £20k. Jonathan Marsden accepted and declined Growth at £44k with "No, Starter's fine for now."

    Usage: Charlotte Haigh said the brain is mainly used by her and Shannon, and Marcus put average active users at about two a month against 15 included. Charlotte asked about extra users or connectors, which stays open.

    Paper: On 11 Sep 2025 Tom sent the Starter order form, one year at £20k on the same terms. Jonathan said he would sign that afternoon, and Tom acknowledged receipt on 12 Sep 2025. Rachel Dunmore sent invoice INV-169-0003 on 15 Sep 2025: net £20k, VAT £3,900, total £23k, due 15 Oct 2025.

    Open at the end: Bethan Lister's new key was sent, but the customer has not confirmed that the sync resumed. The executed order form is not in the reads, and payment status is not shown.

    Made from 1 call · 3 email threads · 1 ticket

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

  5. Q2 2025

    Q2 2025: CRM sync failure, renewal opened

    Two reads. A CRM connector stopped loading in April and took 15 days to resolve. On 24 Jun 2025 Marcus Bell opened Starter renewal talks and Jonathan Marsden was positive, though value rests on Shannon.

    The analysis

    Support: On 22 Apr 2025 the CRM connector stopped pulling new records and sat idle for three days before the customer reported it. Bethan suggested the manual sync button, Shannon tried it and records still did not load.

    Support outcome: the ticket took 15 days from creation to resolution. The read treats it as a high-priority data-freshness risk, because the brain went stale on the customer's primary CRM source.

    Renewal: On 24 Jun 2025 Marcus Bell opened renewal talks on the Starter plan at £20k, ahead of the contract end on 22 Sep 2025. Jonathan Marsden, the managing director, said the brain is useful and agreed to a call in mid-July.

    People: Jonathan named Shannon as a regular user. The read notes that his praise rests on one named person, so a departure or reduced use would weaken the renewal case.

    Open at the end: Marcus and Tom Ashdown were to send Jonathan mid-July call dates. The usage review call could also open a discussion beyond Starter. The reads do not show whether the connector failure was discussed in the renewal thread, or its root cause.

    Made from 1 email thread · 1 ticket

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

  6. Q1 2025

    Q1 2025: two routine tickets, one on freshness

    Two tickets only. A 12 Mar 2025 data freshness complaint took 13 days to solve; a 20 Mar 2025 new user login problem was solved the same day. No calls, emails or news in the period.

    The analysis

    Data freshness: On 12 Mar 2025 a user reported candidate record notes not updating after the nightly refresh. Bethan Lister suggested a browser refresh and asked for examples if it persisted.

    Data freshness: The ticket was rated low priority and took 13 days to solve. The read flags either slow customer follow-up or incomplete root-cause analysis, and notes the risk that staleness erodes confidence in accuracy.

    User onboarding: On 20 Mar 2025 a new user could not log in with an access denied error. Connor Webb found the user needed activation in the admin panel before first login.

    User onboarding: First response took 53 minutes and the ticket was solved the same day. Shannon had already verified the email address, which the read takes as familiarity with the admin panel.

    Open at the end: The period holds only two reads, both tickets. The reads show no calls, emails, price or renewal talk, so nothing here shows the customer's view of value. The cause of the freshness delay is not established.

    Made from 2 tickets

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

  7. Q4 2024

    Q4 2024: onboarding to go-live and training

    Five reads: onboarding kickoff, three onboarding calls and a training call. Finance credentials slowed the first refresh, but data went live and the champion was impressed by 8 Nov 2024. The tier is not shown in the reads.

    The analysis

    Kickoff: On 10 Oct 2024 Callie Brennan arranged an hour-long implementation kickoff with Shannon Lockwood. Shannon accepted and said Jonathan, the MD, would join because he is keen to see how it comes together.

    Onboarding: On the 8 Oct 2024 call, Callie agreed a Thursday walkthrough of sample CRM and email data. The accounting credentials were pending because finance was stretched.

    Mappings: On 15 Oct 2024 Callie walked Charlotte Haigh and Shannon through the client, role and invoice mappings. Charlotte was happy and Shannon said it was exactly what they need, but go-live depended on finance credentials.

    Go-live: On 28 Oct 2024 Shannon said finance had finally sent the API key, and a full refresh was due that afternoon. Marcus was to run training on Tuesday, then take over day-to-day support with six-monthly check-ins.

    Training: On 8 Nov 2024, a day after data went live, Callie covered search, dashboards, chat and manual refresh. Charlotte said she was impressed, and rollout to the team was released.

    Commercial: The 28 Oct 2024 call mentions 15 users and a six-monthly check-in, which reads like Starter. The reads do not show the order form or tier, and no price, value or rival came up.

    Open at the end: Charlotte was to send Marcus email addresses to set up users. She also wants an invoices-by-month dashboard. The evidence does not show how many people were given access.

    Made from 4 calls · 1 email thread

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

  8. Q3 2024

    Q3 2024: Starter sold, order form, kickoff

    Twelve reads (five calls, seven email threads). Marsden Vale went from discovery on 4 Jul 2024 to an agreed Starter price on 27 Aug 2024, then an order form and a kickoff on 30 Sep 2024. Tone positive throughout; payment of the two invoices is not shown.

    The analysis

    Discovery: On 4 Jul 2024 Jonathan Marsden and Charlotte Haigh described client data scattered across a CRM, spreadsheets, emails and call notes. Tom Ashdown quoted Starter at £20k plus £6,000 implementation.

    Demo: Tom asked for a demo on 16 Jul 2024 and the thread has no reply. The demo ran on 18 Jul 2024 with Hannah Lowe, and Hannah quoted Growth at £44k when Shannon Lockwood asked about outgrowing Starter.

    Proposal: On 6 Aug 2024 Charlotte asked for a discount on the first year and wanted to consult Jonathan. Tom gave two different renewal timings, so the term date is unclear.

    Price agreed: On 27 Aug 2024 Brenda Oldroyd said £26k works for them, with no discount sought. The same day Charlotte asked for the implementation timeline in an email, and Owen Tallis was to join a call.

    Order form and billing: Tom sent the order form on 5 Sep 2024, and Jonathan said on 10 Sep 2024 he would sign. Invoice INV-169-0001 was sent on 10 Sep 2024 and INV-169-0002 on 23 Sep 2024.

    Kickoff: On 30 Sep 2024 Callie Brennan opened the four-week implementation and said the order form was signed. Shannon is the single admin, and support was set at four business hours.

    Open at the end: Payment of both invoices is not shown. Credentials were still due from the customer, go-live was pending, and the check-in cadence was described inconsistently.

    Made from 5 calls · 7 email threads

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

Platform usage

Updated 9 Oct 26
Active users · Sep 26
9level vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
254down 3 vs 3 months earlier
Connectors configured · Sep 26
3level vs 3 months earlierof 4 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
0.9 GBup 0.0 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00815015300Sep 24Dec 24Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26champion leftIncluded users (15)152549Sep 24: Active users 1; Licensed seats 15; Questions asked 3Oct 24: Active users 7; Licensed seats 15; Questions asked 76Nov 24: Active users 8; Licensed seats 15; Questions asked 185Dec 24: Active users 9; Licensed seats 15; Questions asked 150Jan 25: Active users 10; Licensed seats 15; Questions asked 231Feb 25: Active users 10; Licensed seats 15; Questions asked 252Mar 25: Active users 10; Licensed seats 15; Questions asked 249Apr 25: Active users 10; Licensed seats 15; Questions asked 215May 25: Active users 10; Licensed seats 15; Questions asked 238Jun 25: Active users 10; Licensed seats 15; Questions asked 240Jul 25: Active users 10; Licensed seats 15; Questions asked 249Aug 25: Active users 10; Licensed seats 15; Questions asked 139Sep 25: Active users 10; Licensed seats 15; Questions asked 251Oct 25: Active users 10; Licensed seats 15; Questions asked 246Nov 25: Active users 10; Licensed seats 15; Questions asked 218Dec 25: Active users 10; Licensed seats 15; Questions asked 192Jan 26: Active users 10; Licensed seats 15; Questions asked 242Feb 26: Active users 10; Licensed seats 15; Questions asked 219Mar 26: Active users 10; Licensed seats 15; Questions asked 248Apr 26: Active users 10; Licensed seats 15; Questions asked 238May 26: Active users 9; Licensed seats 15; Questions asked 221Jun 26: Active users 9; Licensed seats 15; Questions asked 257Jul 26: Active users 9; Licensed seats 15; Questions asked 258Aug 26: Active users 9; Licensed seats 15; Questions asked 130Sep 26: Active users 9; Licensed seats 15; Questions asked 254

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 9; Licensed seats 15; Questions asked 254. Basis: product usage, facts.usage_monthly:org_169, signals:org_169.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Sep 241153
Oct 2471576
Nov 24815185
Dec 24915150
Jan 251015231
Feb 251015252
Mar 251015249
Apr 251015215
May 251015238
Jun 251015240
Jul 251015249
Aug 251015139
Sep 251015251
Oct 251015246
Nov 251015218
Dec 251015192
Jan 261015242
Feb 261015219
Mar 261015248
Apr 261015238
May 26915221
Jun 26915257
Jul 26915258
Aug 26915130
Sep 26915254
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB20.5 GB41.0 GBSep 24Dec 24Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included connectors (4)0.9 GB31Sep 24: Connectors configured 0; Active admins 1; Data volume 0.00 GBOct 24: Connectors configured 3; Active admins 1; Data volume 0.64 GBNov 24: Connectors configured 3; Active admins 1; Data volume 0.65 GBDec 24: Connectors configured 3; Active admins 1; Data volume 0.66 GBJan 25: Connectors configured 3; Active admins 1; Data volume 0.68 GBFeb 25: Connectors configured 3; Active admins 1; Data volume 0.69 GBMar 25: Connectors configured 3; Active admins 1; Data volume 0.70 GBApr 25: Connectors configured 3; Active admins 1; Data volume 0.71 GBMay 25: Connectors configured 3; Active admins 1; Data volume 0.73 GBJun 25: Connectors configured 3; Active admins 1; Data volume 0.74 GBJul 25: Connectors configured 3; Active admins 1; Data volume 0.75 GBAug 25: Connectors configured 3; Active admins 1; Data volume 0.77 GBSep 25: Connectors configured 3; Active admins 1; Data volume 0.78 GBOct 25: Connectors configured 3; Active admins 1; Data volume 0.79 GBNov 25: Connectors configured 3; Active admins 1; Data volume 0.80 GBDec 25: Connectors configured 3; Active admins 1; Data volume 0.82 GBJan 26: Connectors configured 3; Active admins 1; Data volume 0.83 GBFeb 26: Connectors configured 3; Active admins 1; Data volume 0.84 GBMar 26: Connectors configured 3; Active admins 1; Data volume 0.85 GBApr 26: Connectors configured 3; Active admins 1; Data volume 0.87 GBMay 26: Connectors configured 3; Active admins 1; Data volume 0.88 GBJun 26: Connectors configured 3; Active admins 1; Data volume 0.89 GBJul 26: Connectors configured 3; Active admins 1; Data volume 0.90 GBAug 26: Connectors configured 3; Active admins 1; Data volume 0.92 GBSep 26: Connectors configured 3; Active admins 1; Data volume 0.93 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 0.9 GB. Basis: product usage, facts.usage_monthly:org_169, signals:org_169.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Sep 24010.00 GB
Oct 24310.64 GB
Nov 24310.65 GB
Dec 24310.66 GB
Jan 25310.68 GB
Feb 25310.69 GB
Mar 25310.70 GB
Apr 25310.71 GB
May 25310.73 GB
Jun 25310.74 GB
Jul 25310.75 GB
Aug 25310.77 GB
Sep 25310.78 GB
Oct 25310.79 GB
Nov 25310.80 GB
Dec 25310.82 GB
Jan 26310.83 GB
Feb 26310.84 GB
Mar 26310.85 GB
Apr 26310.87 GB
May 26310.88 GB
Jun 26310.89 GB
Jul 26310.90 GB
Aug 26310.92 GB
Sep 26310.93 GB

Usage read

As at Fri 9 Oct 2026

Usage rising since late August 2026

Direction Rising

Usage is rising: questions 171 to 230 (+35%) over the last 4 weeks against the 4 before, after a quiet August 2026. Two people ask about half of all questions. Nine of 15 seats are active.

  • Questions up 35% over the last 4 weeks against the 4 before
  • Anna McKenna and Shannon Lockwood each ask 27% of questions
  • Champion Charlotte Haigh deactivated on 12 Apr 2026
  • 9 of 15 seats active (60%)
The analysis

Recent weeks: Usage is rising after the August dip. Questions for the last 4 weeks against the 4 before went from 171 to 230 (+35%), and average daily active users from 2.0 to 2.7 (+35%).

Trend: The week ending 9 Oct 2026 had 59 questions, against a low of 29 in the week ending 28 Aug 2026. September 2026 had 254 questions, against a 12-month peak of 258 in July 2026, so the level is back to normal rather than a new high.

Who uses it: Shannon Lockwood is the only active admin. Anna McKenna asks 27% of questions and Shannon 27% over the last 90 days, followed by Megan Wallace at 15%. Charlotte Haigh, the Operations Manager and CRM role champion, had her platform user deactivated on 12 Apr 2026.

Against the order form: The Starter order form contracts 15 seats and 4 connectors. In September 2026, 9 users were active (60% of seats) and 3 connectors were configured.

Made from 2 fact tables

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

Documents

Updated 9 Oct 26

9 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.

Open tickets

No open tickets.

Helpdeskmade from

Activity

Contacts

Evidence trail

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

Marsden Vale Recruitment's pages are written from 4 organisation-level AI texts (assessment / next steps), 8 period digests and 1 narrative-level AI text, which in turn draw on 52 AI summaries of 59 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 9 people (9 with an AI write-up) and 5 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)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · 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

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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.

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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.

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