Ashby Moor Housing

AI facts

As at Fri 9 Oct 2026

Ashby Moor Housing, a Derby housing association, is a prospect with no order form, no invoices and £0 ARR. One open new-business Starter deal stands at demo stage in the CRM at £28k, with an annual value of £22k and an expected close of 8 Jan 2027. An order form was sent on 29 Sep 2026 and is unsigned. There is no platform tenant, so no usage is on record. A proposal call with Roy Saxton is booked for 21 Oct 2026.

Read from 3 calls · 1 email threads · 1 deals · 3 people, newest 29 Sep 26

AImade from

Profile

Updated 9 Oct 26

IndustryHousing association
Websiteashbymoor.example
CountryUnited Kingdom
HQ cityDerby
Size520 employees
CRM ownerLewis Kerr
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because the deal is real but unsigned. Michelle Bancroft says she is ready to move forward, yet her budget cycle and the signatory are unconfirmed, and Roy Saxton, the economic buyer, has no conversation on record. Her questions about reporting point to a later Growth upgrade.

Signals Finance read Starter proposal: moving forward Ashby Moor Housing / BG-Demo – Demo Ashby Moor Housing / BG-Demo – Discovery Roy Saxton

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

AImade from

Key facts

Updated 9 Oct 26

Open dealDemo · £28,000
Last contact5 Oct 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Lewis Kerr agrees with Michelle Bancroft who signs the Starter order form, her budget timing and a target signing date before the proposal call with Roy Saxton. proposal
Who: Lewis Kerr
When: Within 2 weeks by 9 Oct 2026
Why: Lewis Kerr should agree with Michelle Bancroft who signs, her budget timing and a signing date before the 21 Oct 2026 proposal call with Roy Saxton, and send the housing connector commitment in writing, because the Starter order form is unsigned.

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

AImade from

The story

As at Fri 9 Oct 2026

Prospect

Prospect: Ashby Moor Housing has an unsigned £28k Starter order form with champion Michelle Bancroft. Who signs and her budget cycle are unconfirmed. Lewis Kerr must settle both before the proposal call with Roy Saxton booked for 21 Oct 2026.

Prospect: Ashby Moor Housing has an unsigned Starter order form at £28k including implementation, sent on 29 Sep 2026. The open deal has an annual value of £22k and an expected close of 8 Jan 2027, and the CRM stage still reads demo.

There is no platform tenant, so there is no usage or ticket history yet. Michelle Bancroft, Head of Tenant Insight, is the champion. Lewis Kerr leads with two calls, and Hannah Lowe ran the 28 Sep 2026 demo.

Michelle says she is ready to move forward but has not answered on her budget cycle, and the records do not show who signs. Roy Saxton, the economic buyer, has no conversation on record.

Lewis should agree with Michelle who signs, her budget timing and a signing date, due 9 Oct 2026. This must happen before the proposal call with Roy, booked for 21 Oct 2026.

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

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Finance read

As at Fri 9 Oct 2026

Prospect, one open deal

Standing No invoices

Ashby Moor Housing has no ARR and no billing. One open new-business Starter deal sits at demo stage, with an expected close of 8 Jan 2027. It is a forecast, not a win.

No order form, so no ARR
One open Starter deal at demo stage
Expected close 8 Jan 2027

The analysis

Recurring revenue: there is no ARR on record, because no order form has started. The CRM shows £0 ARR and the stage opportunity.

Next commitment: none is contracted. The open new-business deal has an expected close of 8 Jan 2027.

Billing: there are no invoices, so nothing is paid, overdue or disputed. Invoiced run rate and order-form ARR are both £0, matching the CRM.

Deals: the open Starter deal is at demo stage, with an amount of £28k and an annual value of £22k. It is a forecast until closed won. Its owner, Lewis Kerr, is active in HR.

Ashby Moor Housing – New ARR by month CRM reconciliation

Made from 1 deal · 2 fact tables

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

AImade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

No documents in the document store for this subject.

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Ashby Moor Housing – New	demo	£28,000	8 Jan 2027

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

Upcoming
21 Oct 2026upcoming callAshby Moor Housing / BG-Demo – Proposal Lewis Kerr, Michelle Bancroft, Roy Saxton
Held
29 Sep 2026email threadStarter proposal: moving forward Lewis Kerr, Hannah Lowe, Michelle Bancroft
28 Sep 2026callAshby Moor Housing / BG-Demo – Demo Lewis Kerr, Hannah Lowe, Michelle Bancroft
20 Aug 2026callAshby Moor Housing / BG-Demo – Discovery Lewis Kerr, Michelle Bancroft
16 Jul 2026eventBG-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Rhys Gulliver, Imran Qureshi, Meredith Sullivan, Sanne Verhoeven, Stephen Arden, Amy Royle, Gail Moorcroft, Lukas Brandl, Niamh Fahy, Eoin Burke, Nicholas Pengelly, Marisol Ybarra, Siobhán Dunne, Gráinne Lynch, Maarten Zwart, Anouk Bosman, Claudia Becker, Lucas Goossens, Kendra Oakes, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El Idrissi+53
16 Jul 2026dealAshby Moor Housing – New Lewis Kerr, Michelle Bancroft

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership AI records not written yet

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

Ashby Moor Housing's pages are written from 4 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 4 AI summaries of 5 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 4 pages. 4 AI records in this trail are not written yet.

The trail as a list (block, record, entity, raw row)

Activity page block
- Ashby Moor Housing / BG-Demo – Discovery entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - call_recorder/calls.csv call_186_001 raw row
- Ashby Moor Housing / BG-Demo – Demo entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - call_recorder/calls.csv call_186_002 raw row
- Ashby Moor Housing / BG-Demo – Proposal entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - call_recorder/calls.csv call_186_003 raw row
- Ashby Moor Housing – New entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - crm/deal_line_items.csv deal_186_01:1 raw row
  - crm/deal_line_items.csv deal_186_01:2 raw row
  - crm/deal_stage_history.csv deal_186_01:1 raw row
  - crm/deal_stage_history.csv deal_186_01:2 raw row
  - crm/deal_stage_history.csv deal_186_01:3 raw row
  - +1 more
- BG-Demo webinar entity
  - event_platform/events.csv evt_1382_webinar raw row
  - event_platform/registrations.csv evt_1382_webinar:per_0101 raw row
  - event_platform/registrations.csv evt_1382_webinar:per_13601 raw row
  - event_platform/registrations.csv evt_1382_webinar:per_1502 raw row
  - event_platform/registrations.csv evt_1382_webinar:per_15204 raw row
  - event_platform/registrations.csv evt_1382_webinar:per_15506 raw row
  - +50 more
- Starter proposal: moving forward entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - mailbox/messages.csv thr_186_0001:1 raw row
  - mailbox/messages.csv thr_186_0001:2 raw row
  - mailbox/messages.csv thr_186_0001:3 raw row
  - mailbox/threads.csv thr_186_0001 raw row
AI opinion page block
- Ashby Moor Housing: Starter prospect AI record
  - Prospect, one open deal AI record
    - Ashby Moor Housing – New entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - crm/deal_line_items.csv deal_186_01:1 raw row
      - crm/deal_line_items.csv deal_186_01:2 raw row
      - crm/deal_stage_history.csv deal_186_01:1 raw row
      - crm/deal_stage_history.csv deal_186_01:2 raw row
      - crm/deal_stage_history.csv deal_186_01:3 raw row
      - +1 more
    - facts.arr_monthly:org_186 facts table
      - Ashby Moor Housing – New entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        crm/deal_line_items.csv deal_186_01:1 raw row
        crm/deal_line_items.csv deal_186_01:2 raw row
        crm/deal_stage_history.csv deal_186_01:1 raw row
        crm/deal_stage_history.csv deal_186_01:2 raw row
        crm/deal_stage_history.csv deal_186_01:3 raw row
        +1 more
    - facts.reconciliation_t0:org_186 facts table
      - Ashby Moor Housing – New entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        crm/deal_line_items.csv deal_186_01:1 raw row
        crm/deal_line_items.csv deal_186_01:2 raw row
        crm/deal_stage_history.csv deal_186_01:1 raw row
        crm/deal_stage_history.csv deal_186_01:2 raw row
        crm/deal_stage_history.csv deal_186_01:3 raw row
        +1 more
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
  - Discovery: single view of tenant data AI record
    - Ashby Moor Housing / BG-Demo – Discovery entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - call_recorder/calls.csv call_186_001 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
  - Demo on live data: ready to move forward AI record
    - Ashby Moor Housing / BG-Demo – Demo entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - call_recorder/calls.csv call_186_002 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
  - Ashby Moor: Starter order form sent AI record
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - Starter proposal: moving forward entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - mailbox/messages.csv thr_186_0001:1 raw row
      - mailbox/messages.csv thr_186_0001:2 raw row
      - mailbox/messages.csv thr_186_0001:3 raw row
      - mailbox/threads.csv thr_186_0001 raw row
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - Michelle Bancroft, Head of Tenant Insight AI record
    - Discovery: single view of tenant data AI record
      - Ashby Moor Housing / BG-Demo – Discovery entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        call_recorder/calls.csv call_186_001 raw row
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
    - Demo on live data: ready to move forward AI record
      - Ashby Moor Housing / BG-Demo – Demo entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        call_recorder/calls.csv call_186_002 raw row
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
    - Ashby Moor: Starter order form sent AI record
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - Starter proposal: moving forward entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        mailbox/messages.csv thr_186_0001:1 raw row
        mailbox/messages.csv thr_186_0001:2 raw row
        mailbox/messages.csv thr_186_0001:3 raw row
        mailbox/threads.csv thr_186_0001 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - Michelle Bancroft entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - crm/contacts.csv per_18601:org_186 raw row
  - +3 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_186 facts table
  - Ashby Moor Housing – New entity
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - crm/deal_line_items.csv deal_186_01:1 raw row
    - crm/deal_line_items.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:1 raw row
    - crm/deal_stage_history.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:3 raw row
    - +1 more
AI facts page block
- Ashby Moor Housing: Starter prospect AI record
  - Prospect, one open deal AI record
    - Ashby Moor Housing – New entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - crm/deal_line_items.csv deal_186_01:1 raw row
      - crm/deal_line_items.csv deal_186_01:2 raw row
      - crm/deal_stage_history.csv deal_186_01:1 raw row
      - crm/deal_stage_history.csv deal_186_01:2 raw row
      - crm/deal_stage_history.csv deal_186_01:3 raw row
      - +1 more
    - facts.arr_monthly:org_186 facts table
      - Ashby Moor Housing – New entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        crm/deal_line_items.csv deal_186_01:1 raw row
        crm/deal_line_items.csv deal_186_01:2 raw row
        crm/deal_stage_history.csv deal_186_01:1 raw row
        crm/deal_stage_history.csv deal_186_01:2 raw row
        crm/deal_stage_history.csv deal_186_01:3 raw row
        +1 more
    - facts.reconciliation_t0:org_186 facts table
      - Ashby Moor Housing – New entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        crm/deal_line_items.csv deal_186_01:1 raw row
        crm/deal_line_items.csv deal_186_01:2 raw row
        crm/deal_stage_history.csv deal_186_01:1 raw row
        crm/deal_stage_history.csv deal_186_01:2 raw row
        crm/deal_stage_history.csv deal_186_01:3 raw row
        +1 more
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
  - Discovery: single view of tenant data AI record
    - Ashby Moor Housing / BG-Demo – Discovery entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - call_recorder/calls.csv call_186_001 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
  - Demo on live data: ready to move forward AI record
    - Ashby Moor Housing / BG-Demo – Demo entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - call_recorder/calls.csv call_186_002 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
  - Ashby Moor: Starter order form sent AI record
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - Starter proposal: moving forward entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - mailbox/messages.csv thr_186_0001:1 raw row
      - mailbox/messages.csv thr_186_0001:2 raw row
      - mailbox/messages.csv thr_186_0001:3 raw row
      - mailbox/threads.csv thr_186_0001 raw row
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - Michelle Bancroft, Head of Tenant Insight AI record
    - Discovery: single view of tenant data AI record
      - Ashby Moor Housing / BG-Demo – Discovery entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        call_recorder/calls.csv call_186_001 raw row
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
    - Demo on live data: ready to move forward AI record
      - Ashby Moor Housing / BG-Demo – Demo entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        call_recorder/calls.csv call_186_002 raw row
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
    - Ashby Moor: Starter order form sent AI record
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - Starter proposal: moving forward entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        mailbox/messages.csv thr_186_0001:1 raw row
        mailbox/messages.csv thr_186_0001:2 raw row
        mailbox/messages.csv thr_186_0001:3 raw row
        mailbox/threads.csv thr_186_0001 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - Michelle Bancroft entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - crm/contacts.csv per_18601:org_186 raw row
  - +3 more
Contacts page block
- Michelle Bancroft entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - crm/contacts.csv per_18601:org_186 raw row
- Roy Saxton entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - crm/contacts.csv per_18602:org_186 raw row
- Marc Bembridge entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - crm/contacts.csv per_18603:org_186 raw row
Open deals page block
- Ashby Moor Housing – New entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - crm/deal_line_items.csv deal_186_01:1 raw row
  - crm/deal_line_items.csv deal_186_01:2 raw row
  - crm/deal_stage_history.csv deal_186_01:1 raw row
  - crm/deal_stage_history.csv deal_186_01:2 raw row
  - crm/deal_stage_history.csv deal_186_01:3 raw row
  - +1 more
Documents (computed from the records; nothing to show yet) page block
- document_store/files.csv * raw row
Finance read page block
- Prospect, one open deal AI record
  - Ashby Moor Housing – New entity
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - crm/deal_line_items.csv deal_186_01:1 raw row
    - crm/deal_line_items.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:1 raw row
    - crm/deal_stage_history.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:3 raw row
    - +1 more
  - facts.arr_monthly:org_186 facts table
    - Ashby Moor Housing – New entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - crm/deal_line_items.csv deal_186_01:1 raw row
      - crm/deal_line_items.csv deal_186_01:2 raw row
      - crm/deal_stage_history.csv deal_186_01:1 raw row
      - crm/deal_stage_history.csv deal_186_01:2 raw row
      - crm/deal_stage_history.csv deal_186_01:3 raw row
      - +1 more
  - facts.reconciliation_t0:org_186 facts table
    - Ashby Moor Housing – New entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - crm/deal_line_items.csv deal_186_01:1 raw row
      - crm/deal_line_items.csv deal_186_01:2 raw row
      - crm/deal_stage_history.csv deal_186_01:1 raw row
      - crm/deal_stage_history.csv deal_186_01:2 raw row
      - crm/deal_stage_history.csv deal_186_01:3 raw row
      - +1 more
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
hero page block
- Ashby Moor Housing: Starter prospect AI record
  - Prospect, one open deal AI record
    - Ashby Moor Housing – New entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - crm/deal_line_items.csv deal_186_01:1 raw row
      - crm/deal_line_items.csv deal_186_01:2 raw row
      - crm/deal_stage_history.csv deal_186_01:1 raw row
      - crm/deal_stage_history.csv deal_186_01:2 raw row
      - crm/deal_stage_history.csv deal_186_01:3 raw row
      - +1 more
    - facts.arr_monthly:org_186 facts table
      - Ashby Moor Housing – New entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        crm/deal_line_items.csv deal_186_01:1 raw row
        crm/deal_line_items.csv deal_186_01:2 raw row
        crm/deal_stage_history.csv deal_186_01:1 raw row
        crm/deal_stage_history.csv deal_186_01:2 raw row
        crm/deal_stage_history.csv deal_186_01:3 raw row
        +1 more
    - facts.reconciliation_t0:org_186 facts table
      - Ashby Moor Housing – New entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        crm/deal_line_items.csv deal_186_01:1 raw row
        crm/deal_line_items.csv deal_186_01:2 raw row
        crm/deal_stage_history.csv deal_186_01:1 raw row
        crm/deal_stage_history.csv deal_186_01:2 raw row
        +1 more
  - +3 more
History by quarter (computed from the records; nothing to show yet) 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 (computed from the records; nothing to show yet) page block
Usage read (computed from the records; nothing to show yet) page block

Computedmade from

Sources AI · Calls · CRM · Events · Email

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

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Ashby Moor Housing

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

Finance read

Platform usage

Documents

Open deals

Open tickets

Activity

Contacts

Evidence trail

Help & Support

Help & Support

How to use the site

How to ask

What the data covers

Who to contact

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