B-Viz
Strensall Merchants logo

Strensall Merchants

Healthy£114kRenews 28 Feb 27
made from

AI facts

As at Fri 9 Oct 2026

Strensall Merchants holds an executed Enterprise order form signed 3 Feb 2026: £114k a year, billed quarterly, running 28 Feb 2026 to 27 Feb 2027 with 160 licensed users. Active users went from 158 in May 2026 to 160 in Sep 2026 (1%), and questions asked from 4050 to 4250 (5%). Renewal falls on 28 Feb 2027, priced at £125k against £114k today (10.1%). A branch page slowness ticket from 6 Oct 2026 awaits a BG-Demo reply.

Read from 43 calls · 85 email threads · 30 tickets · 2 news items · 2 deals · 18 people · 18 documents, newest 6 Oct 26

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Profile

Updated 9 Oct 26
  • IndustryBuilding materials distributionSource: CRM company record
  • Websitestrensall.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityYorkSource: CRM company record
  • Size2,800 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: CRM company record · Account Executive · CSM Daniel Okafor
  • Customer since28 Feb 2025Source: first executed order form ctr_227_01, signed 14 Feb 2025 · Enterprise tier · In the CRM since 28 Nov 2024
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Healthy, because every invoice is paid within terms, the platform is loading and seats are full by the usage record. The renewal still rests on a usage case in pounds for Fiona Metcalfe. A Fewston Heating Supplies referral from the chief executive is the opportunity.

SignalsDocument roll-upFinance readUsage readStrensall Merchants / BG-Demo – QBRQ1 2026 digestIntroduction: Fewston Heating SuppliesBranch trade account pages slow to load

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

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£113,500Source: executed order form ctr_227_02, 28 Feb 2026 to 27 Feb 2027 · CRM £113,500 · Invoiced run rate £113,500 · As of 9 Oct 2026
  • Next renewal28 Feb 2027Basis: order form ctr_227_02 ends 27 Feb 2027 · In 142 days · Renewal price £125,000 (+10.1%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term28 Feb 2026 to 27 Feb 2027Source: order form ctr_227_02 (renewal), signed 3 Feb 2026 · Billed quarterly · 160 seats, 20 connectors
  • TierEnterpriseSource: the current order form
  • Last contact1 Oct 2026Call: Strensall Merchants / BG-Demo – Check In · 8 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since Feb 2025 · 17 connectors configured
  • Licensed seats160160 active users in Sep 2026 · Order form ctr_227_02: 160 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Daniel Okafor drafts a usage case by team and branch for Fiona Metcalfe, reviews it with Neil Craven at the booked 26 Oct 2026 check-in, and then sends it to Fiona. renewal
Who
Daniel Okafor Daniel Okafor
When
Within 2 weeks by 15 Oct 2026
Why
Daniel Okafor should draft the usage-by-team case Fiona Metcalfe asked for, test it with Neil Craven at the booked 26 Oct 2026 check-in, then send it to Fiona. She will not renew at £125k without it.

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

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The story

As at Fri 9 Oct 2026
Healthy

Healthy: the executed Enterprise order form at £114k a year is fully paid and usage is steady. Fiona Metcalfe still wants a usage case before the 28 Feb 2027 renewal at £125k.

Healthy: Strensall Merchants is on an executed Enterprise order form at £114k a year, running 28 Feb 2026 to 27 Feb 2027 and fully paid. Renewal falls on 28 Feb 2027, priced at £125k (10.1%).

Usage is steady: active users moved from 158 in May 2026 to 160 in Sep 2026 and questions from 4050 to 4250. Adam Ashworth asks 16% of questions over the last 90 days, a key-person risk; Neil Craven remains the champion.

The 1 Sep 2026 QBR put active users in the mid-thirties of 160, and Fiona Metcalfe, Group Finance Director, will not renew without a usage case. A branch page slowness ticket from 6 Oct 2026 awaits BG-Demo.

Daniel Okafor drafts the usage case by 15 Oct 2026, reviews it with Neil at the booked 26 Oct 2026 check-in, then sends it to Fiona. Lewis Kerr aligns the renewal price by 26 Oct 2026.

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

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£60k£120kMay 25Sep 25Jan 26May 26Sep 26new£114k£114kFeb 25: Contracted ARR £113,500; Invoiced ARR £113,500Mar 25: Contracted ARR £113,500; Invoiced ARR £113,500Apr 25: Contracted ARR £113,500; Invoiced ARR £113,500May 25: Contracted ARR £113,500; Invoiced ARR £113,500Jun 25: Contracted ARR £113,500; Invoiced ARR £113,500Jul 25: Contracted ARR £113,500; Invoiced ARR £113,500Aug 25: Contracted ARR £113,500; Invoiced ARR £113,500Sep 25: Contracted ARR £113,500; Invoiced ARR £113,500Oct 25: Contracted ARR £113,500; Invoiced ARR £113,500Nov 25: Contracted ARR £113,500; Invoiced ARR £113,500Dec 25: Contracted ARR £113,500; Invoiced ARR £113,500Jan 26: Contracted ARR £113,500; Invoiced ARR £113,500Feb 26: Contracted ARR £113,500; Invoiced ARR £113,500Mar 26: Contracted ARR £113,500; Invoiced ARR £113,500Apr 26: Contracted ARR £113,500; Invoiced ARR £113,500May 26: Contracted ARR £113,500; Invoiced ARR £113,500Jun 26: Contracted ARR £113,500; Invoiced ARR £113,500Jul 26: Contracted ARR £113,500; Invoiced ARR £113,500Aug 26: Contracted ARR £113,500; Invoiced ARR £113,500Sep 26: Contracted ARR £113,500; Invoiced ARR £113,500

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £114k; Invoiced ARR £114k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_227.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Feb 25£113,500£113,500
Mar 25£113,500£113,500
Apr 25£113,500£113,500
May 25£113,500£113,500
Jun 25£113,500£113,500
Jul 25£113,500£113,500
Aug 25£113,500£113,500
Sep 25£113,500£113,500
Oct 25£113,500£113,500
Nov 25£113,500£113,500
Dec 25£113,500£113,500
Jan 26£113,500£113,500
Feb 26£113,500£113,500
Mar 26£113,500£113,500
Apr 26£113,500£113,500
May 26£113,500£113,500
Jun 26£113,500£113,500
Jul 26£113,500£113,500
Aug 26£113,500£113,500
Sep 26£113,500£113,500
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £114k, steady, all paid

Standing Paid upARR Steady

Contracted ARR has stood at £114k since the Enterprise order form began in Feb 2025, renewed unchanged in Feb 2026. All eight quarterly invoices were paid within terms. Renewal on 28 Feb 2027 is priced at £125k.

  • ARR unchanged at £114k since Feb 2025
  • Renewal on 28 Feb 2027 is priced at £125k by the price-book rule, against £114k today
  • All eight invoices paid within terms
The analysis

Recurring revenue: ARR began at £114k in Feb 2025 and has not moved. The Enterprise renewal order form, signed on 3 Feb 2026, is executed at the same £114k a year, billed quarterly.

Next commitment: The renewal is on 28 Feb 2027, 142 days from the as-of date. The price-book rule gives £125k against £114k today, a change of +£12k (10.1%).

Billing: Eight invoices, all paid within terms, nothing overdue or disputed. CRM ARR, the invoiced run rate and the order form all show £114k.

Deals: The new deal and the renewal deal are both closed won; none is open. Both are owned by Lewis Kerr, who is active in HR.

ARR by monthCRM reconciliationINV-227-0008Strensall Merchants – Renewal

Made from 2 deals · 2 fact tables · 8 invoices

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

AImade from

History by quarter

As at Fri 9 Oct 2026

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

  1. Q2 2026

    Q2 2026: value case sought, adoption gap

    Neil Craven stayed positive and praised B-Viz, but Enterprise use sat near a third of licensed seats. Finance director Fiona Metcalfe wants a usage case in pounds before the 28 Feb 2027 renewal. A new-accounts load problem opened on 23 Jun 2026.

    The analysis

    Check-ins: On 23 Apr 2026 Neil described a housebuilder query resolved in minutes and said directors no longer ask if it was worth it. Daniel Okafor confirmed the order form and invoices match at £114k a year.

    People: Neil admitted the account rests mostly on him and one credit analyst. Ashok Patel is effectively the only admin, and a second admin is only being considered.

    Support: On 29 Apr 2026 Ashok asked about roles for two new starters, with a 135 minute first response. On 17 Jun 2026 he asked about sharing a dashboard with branch managers, with a 293 minute first response.

    QBR: On 28 May 2026 Fiona said she never renews without a usage case. Daily actives were just over fifty of 160 seats, down a few percent. The 29 May 2026 email repeated that renewal will be judged at renewal.

    Billing: Invoice INV-227-0007 for £34k gross was sent on 28 May 2026, with a PO number requested and no reply recorded.

    Signals: Neil raised possible stale data on a Monday and a branch call logging change. On 24 Jun 2026 the customer announced a company-wide expansion on an Enterprise-tier approach.

    Open at the end: On 23 Jun 2026 Ashok reported new trade accounts missing, with a 382 minute first response. The refresh check, the value case and the second admin were all unresolved. Event invitations to Neil, Richard Lazenby, Gillian Thewlis and Stuart Kitson drew no recorded reply.

    Strensall Merchants / BG-Demo – Check InStrensall Merchants / BG-Demo – QBRFollow-up from our QBRStrensall Merchants / BG-Demo – Check InStrensall Merchants announces expansion of its trade-account service across the groupTrade account records stopped updating from the branch systemInvoice for your B-Viz Enterprise subscription

    Made from 3 calls · 9 email threads · 1 news item · 3 tickets

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

  2. Q1 2026

    Q1 2026: usage dip, renewal awaits value case

    Active users fell in January and Fiona Metcalfe refused to sign the Enterprise renewal without a usage case. Usage then recovered, two connector faults were fixed, and the chief executive offered a reference. A value case in pounds was still owed.

    The analysis

    Usage: On 6 Jan 2026 Daniel Okafor told Fiona Metcalfe that active use had dipped. On 13 Jan 2026 the renewal call put users down well over a third against 160 licensed, and Fiona said she could not take that to the board.

    Renewal: Lewis Kerr proposed Enterprise at £114k a year, and on 30 Jan 2026 sent the order form. Fiona declined to sign by 3 Feb 2026 and asked what changes if the licence is reduced.

    Support: The trade credit connector stopped loading on 9 Jan 2026 and was solved on 12 Jan 2026, with no cause recorded. North East orders went stale on 25 Feb 2026 after the customer moved an export folder, and were fixed once IT confirmed the new path.

    People: On 29 Jan 2026 only one real admin remained after the dashboard builder left. On 10 Feb 2026 chief executive Richard Lazenby offered to act as a reference.

    Turn: At the 5 Mar 2026 QBR active users were up close to half on the prior quarter, but Fiona said she would not renew on enthusiasm. On 24 Mar 2026 Gillian Thewlis praised the credit view and asked for it on branch pages.

    Open at the end: A value case in pounds is owed, and the Midlands branches are patchy. The reads do not show a signed renewal, though the QBR gives renewal on 28 Feb 2027.

    Strensall Merchants / BG-Demo – RenewalRenewal order form for your signatureStrensall Merchants / BG-Demo – Exec SponsorStrensall Merchants / BG-Demo – QBRTrade account orders not showing in the North East viewTrade-credit view on branch manager pages

    Made from 6 calls · 12 email threads · 5 tickets

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

  3. Q4 2025

    Q4 2025: Enterprise renewal needs usage case

    Neil Craven stayed positive, but Fiona Metcalfe would agree nothing and asked for an evidenced usage case before the board. The £114k term ended 27 Feb 2026. A credit hold ticket stayed unfixed.

    The analysis

    Support: A branch manager access ticket from 6 Oct 2025 was solved on 29 Oct 2025, and a duplicate trade accounts ticket followed on 3 Nov 2025. The record does not show the ledger totals check after the merge.

    Renewal groundwork: On 22 Oct 2025 Daniel Okafor held a positive check-in with Neil alone. Neil said a trade customer is now one customer, and would not discuss money without the finance lead.

    Support: On 19 Nov 2025 a ticket reported a credit hold showing on a lifted housebuilder account, caused by a cached copy. Branch staff were turning orders away, and it closed on 8 Dec 2025 with no fix date given.

    Praise: On 20 Nov 2025 Neil confirmed account views matched after a change and praised the phone support. The cause was not stated.

    Renewal: On 28 Nov 2025 Daniel sent formal notice for the Enterprise subscription at £114k a year, ending 27 Feb 2026. Fiona wanted a usage case first and asked for cost per active user on 2 Dec 2025.

    People: At the 1 Dec 2025 QBR, Fiona committed to nothing and said she would brief the board in the new year. On 17 Dec 2025 she doubted the full licence while about two thirds of 160 seats were quiet. Neil and Gillian Thewlis wanted to renew.

    Open at the end: No renewal outcome, no firm branch rollout date, no fix date for the cached credit hold, and no decision on the branch filter request.

    Strensall Merchants / BG-Demo – QBRStrensall Merchants / BG-Demo – RenewalStrensall Merchants / BG-Demo – Check InYour B-Viz renewal: notice and next stepsCredit hold showing on lifted housebuilder accountFollowing up on our review: usage and renewal

    Made from 3 calls · 7 email threads · 4 tickets

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

  4. Q3 2025

    Q3 2025: use grows, finance wants a usage case

    Use of B-Viz grew sharply and the champion stayed positive. The Group Finance Director said she would not renew Enterprise without a usage case in pounds. Support had access and connector problems, and the value case was still open.

    The analysis

    Adoption: Neil Craven reported on 3 Jul 2025 and 4 Aug 2025 that use was spreading and active use had more than doubled. By 24 Sep 2025 active users were in the low forties against 160 licences.

    Renewal: On 29 Aug 2025 Group Finance Director Fiona Metcalfe said she would not renew without a usage case for the board. Lewis Kerr stated the contract runs to 27 Feb 2026 at £114k a year and is holding the proposal.

    Finance: Fiona asked on 1 Sep 2025 for an early draft usage case in pounds. Neil does not sign and wants finance present for commercials, and Daniel Okafor promised a value picture by the end of September.

    Support: Six tickets. Most were access or role fixes. The North East duplicate accounts ticket was marked solved too early on 13 Aug 2025, and on 8 Sep 2025 the credit connector stopped loading after a mapping change.

    People: Purchasing asked for a supplier view, a possible new team. Ashok Patel switched on the delivery source, which loads cleanly.

    Open at the end: the mapping rollout awaits the live account number format. Ledger totals differ on a few credit note accounts, no pound value is shown, and payment of INV-227-0004 is not shown.

    Strensall Merchants / BG-Demo – QBRStrensall Merchants / BG-Demo – Check InStrensall Merchants / BG-Demo – Check InFollow-up from our QBRDuplicate trade accounts showing in North East branchesCredit connector not loading new records

    Made from 4 calls · 9 email threads · 1 news item · 6 tickets

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

  5. Q2 2025

    Q2 2025: Enterprise onboarding, narrow early use

    Strensall Merchants spent Q2 2025 onboarding on Enterprise. Sentiment stayed positive, with branch managers recommending the tool. Account matching, a single admin, late credit loads and ledger gaps stayed open.

    The analysis

    Onboarding: Calls from 2 Apr 2025 to 28 May 2025 set the connector order (branch, credit, delivery, then calls and mail), a gated rollout and Selby as pilot branch. Laura Penhaligon handed implementation to Hamza Akhtar by 25 Apr 2025.

    Commercial: On 11 Apr 2025 Laura confirmed Enterprise, 160 licensed users and £114k a year, matching the order form. The 16 Apr 2025 call noted the order form runs to 27 Feb 2026 and Ashok wants proof of value well before then.

    People: Neil Craven has told his board the rollout is this year. Ashok Patel stayed the only admin and asked for a second from 2 Apr 2025 onward.

    Support: Slow trade account pages (16 Apr 2025) were changed to load recent calls first, but no timings are recorded. Karen Oxley reported blank deliveries and credit tabs on 2 Jun 2025, with no cause recorded.

    Freshness: Ashok raised two urgent tickets about late credit loads, discussed on 16 Jun 2025. Hamza owes him the cause.

    Adoption: Training on 12 Jun 2025 and 16 Jun 2025 went well. On 25 Jun 2025 Neil said branches use it more than expected.

    Open at the end: Duplicate account matching, the returns counted twice fault, the second admin, SSO and Neil's builder delivery query. Executive invitations drew no reply.

    Strensall Merchants / BG-Demo – OnboardingStrensall Merchants / BG-Demo – OnboardingStrensall Merchants / BG-Demo – OnboardingStrensall Merchants / BG-Demo – TrainingTrade account data missing for North East branchesCatching up on how the team is finding B-VizReturns counted twice on orders totals

    Made from 11 calls · 17 email threads · 6 tickets

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

  6. Q1 2025

    Q1 2025: Enterprise signed, onboarding starts

    Enterprise deal moved from demo to order form signed 28 Feb 2025, then onboarding. Finance director set conditions; the £144k total was a recurring misreading risk. Account-number mismatches and a single admin were open at quarter end.

    The analysis

    Sales: Demos on 2 Jan 2025 and 6 Jan 2025 went well. Neil Craven would not go upstairs until Ashok Patel was satisfied on connectors and security. Lewis Kerr quoted £144k as the all-in deal total, not annual.

    Finance: Fiona Metcalfe joined the 15 Jan 2025 proposal call and committed to no price or date. She asked for a pounds-only split and a usage case, and on 29 Jan 2025 said she would not renew without one.

    Signing: On 12 Feb 2025 Fiona found the split clear and expected to sign on 14 Feb 2025, subject to written confirmation of when connector live-within days are counted from. The 14 Mar 2025 call records the order form as signed on 28 Feb 2025.

    Billing: Invoices INV-227-0001 (£36k gross) and INV-227-0002 (£34k gross) went out with PO queries unanswered.

    Onboarding: Kickoff on 6 Mar 2025 stated contract end 27 Feb 2026 and renewal 28 Feb 2026. The test branch loaded cleanly on 20 Mar 2025, but one of four balances differed from the ledger.

    Support: Two tickets: Karen Oxley's empty North East list, closed without a stated cause, and Ashok's branch filter request, left undecided.

    Open at the end: Account-number key undecided, delivery connector access outstanding, Ashok the only admin, security questionnaire unanswered, only a handful of 160 licensed users active.

    Strensall Merchants / BG-Demo – DemoStrensall Merchants / BG-Demo – NegotiationStrensall Merchants order form for signatureStrensall Merchants / BG-Demo – OnboardingStrensall Merchants / BG-Demo – KickoffOnboarding sessions: getting the next one booked

    Made from 8 calls · 16 email threads · 2 tickets

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

  7. Q4 2024

    Q4 2024: Enterprise discovery and quote

    Four reads, all in December 2024: scheduling and holding discovery, a £144k total deal value quote, and a demo booking. Neil Craven is keen. Fiona Metcalfe wants a usage case and a board paper before committing.

    The analysis

    Discovery set-up: On 9 Dec 2024 Neil Craven agreed to an hour-long discovery call with Lewis Kerr on a Tuesday at 10:00. He said he would ask the Group Finance Director to join and wanted no sales pitch.

    Discovery call: On 16 Dec 2024 Lewis ran discovery with Neil and Fiona Metcalfe. Neil described a housebuilder order held by credit that the branch did not see, and said "this isn't a small cheque for us".

    Quote: Lewis gave £144k excluding VAT as total deal value including the one-off implementation fee, not an annual price. The target order form date of 14 Feb 2025 is a plan only.

    Finance position: In the 16 Dec 2024 email thread Fiona asked for the annual and one-off split, with the VAT position, and a usage case before the board sees any figure. Lewis said nothing is agreed on price, and the thread does not show whether the split was sent.

    Demo: On 27 Dec 2024 Lewis and Neil agreed a Thursday morning demo on the customer's own data, with 10:00 proposed. Neil offered a large housebuilder account and a smaller account that causes credit trouble.

    Open at the end: Snowflake is unconfirmed and the IT approver is not named. The written split, the usage case, the two demo account names and the board paper were all outstanding. An in-house build and a general analytics supplier were mentioned as alternatives.

    Strensall Merchants / BG-Demo – DiscoveryFinding a time for a discovery callFollowing up on our discovery callBooking the demo on your own data

    Made from 1 call · 3 email threads

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

AImade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
160up 2 vs 3 months earlierof 150 included on the tier
Questions asked · Sep 26
4,250up 150 vs 3 months earlier
Connectors configured · Sep 26
17up 1 vs 3 months earlierof 20 included on the tier
Active admins · Sep 26
3level vs 3 months earlier
Data volume · Sep 26
315 GBup 40.0 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (150)Right axisQuestions asked
001002,5002005,000Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included users (150)4,250160160Feb 25: Active users 5; Licensed seats 160; Questions asked 13Mar 25: Active users 47; Licensed seats 160; Questions asked 581Apr 25: Active users 74; Licensed seats 160; Questions asked 983May 25: Active users 102; Licensed seats 160; Questions asked 1,447Jun 25: Active users 122; Licensed seats 160; Questions asked 2,879Jul 25: Active users 142; Licensed seats 160; Questions asked 3,607Aug 25: Active users 158; Licensed seats 160; Questions asked 2,229Sep 25: Active users 158; Licensed seats 160; Questions asked 4,312Oct 25: Active users 158; Licensed seats 160; Questions asked 4,404Nov 25: Active users 158; Licensed seats 160; Questions asked 3,981Dec 25: Active users 158; Licensed seats 160; Questions asked 3,235Jan 26: Active users 158; Licensed seats 160; Questions asked 3,924Feb 26: Active users 156; Licensed seats 160; Questions asked 3,900Mar 26: Active users 157; Licensed seats 160; Questions asked 3,950Apr 26: Active users 157; Licensed seats 160; Questions asked 4,000May 26: Active users 158; Licensed seats 160; Questions asked 4,050Jun 26: Active users 158; Licensed seats 160; Questions asked 4,100Jul 26: Active users 159; Licensed seats 160; Questions asked 4,150Aug 26: Active users 159; Licensed seats 160; Questions asked 4,200Sep 26: Active users 160; Licensed seats 160; Questions asked 4,250

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 160; Licensed seats 160; Questions asked 4,250. Basis: product usage, facts.usage_monthly:org_227, signals:org_227.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Feb 25516013
Mar 2547160581
Apr 2574160983
May 251021601,447
Jun 251221602,879
Jul 251421603,607
Aug 251581602,229
Sep 251581604,312
Oct 251581604,404
Nov 251581603,981
Dec 251581603,235
Jan 261581603,924
Feb 261561603,900
Mar 261571603,950
Apr 261571604,000
May 261581604,050
Jun 261581604,100
Jul 261591604,150
Aug 261591604,200
Sep 261601604,250
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (20)Right axisData volume
00 GB10200 GB20400 GBMar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included connectors (20)17315 GB3Feb 25: Connectors configured 0; Active admins 2; Data volume 0.00 GBMar 25: Connectors configured 2; Active admins 3; Data volume 25.30 GBApr 25: Connectors configured 4; Active admins 3; Data volume 51.59 GBMay 25: Connectors configured 10; Active admins 3; Data volume 131.53 GBJun 25: Connectors configured 13; Active admins 3; Data volume 174.21 GBJul 25: Connectors configured 13; Active admins 3; Data volume 177.54 GBAug 25: Connectors configured 16; Active admins 3; Data volume 222.60 GBSep 25: Connectors configured 16; Active admins 3; Data volume 226.57 GBOct 25: Connectors configured 16; Active admins 3; Data volume 230.67 GBNov 25: Connectors configured 16; Active admins 3; Data volume 234.63 GBDec 25: Connectors configured 16; Active admins 3; Data volume 238.73 GBJan 26: Connectors configured 16; Active admins 3; Data volume 242.83 GBFeb 26: Connectors configured 16; Active admins 3; Data volume 248.07 GBMar 26: Connectors configured 16; Active admins 3; Data volume 254.88 GBApr 26: Connectors configured 16; Active admins 3; Data volume 261.56 GBMay 26: Connectors configured 16; Active admins 3; Data volume 268.55 GBJun 26: Connectors configured 16; Active admins 3; Data volume 275.39 GBJul 26: Connectors configured 17; Active admins 3; Data volume 300.21 GBAug 26: Connectors configured 17; Active admins 3; Data volume 307.91 GBSep 26: Connectors configured 17; Active admins 3; Data volume 315.35 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 17; Active admins 3; Data volume 315 GB. Basis: product usage, facts.usage_monthly:org_227, signals:org_227.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Feb 25020.00 GB
Mar 252325.30 GB
Apr 254351.59 GB
May 25103131.53 GB
Jun 25133174.21 GB
Jul 25133177.54 GB
Aug 25163222.60 GB
Sep 25163226.57 GB
Oct 25163230.67 GB
Nov 25163234.63 GB
Dec 25163238.73 GB
Jan 26163242.83 GB
Feb 26163248.07 GB
Mar 26163254.88 GB
Apr 26163261.56 GB
May 26163268.55 GB
Jun 26163275.39 GB
Jul 26173300.21 GB
Aug 26173307.91 GB
Sep 26173315.35 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage steady, seats full

Direction Steady

Usage is steady: questions in the last 4 weeks were 3,825 against 3,877 for the 4 before (-1%), with all 160 seats active. One user, Adam Ashworth, now asks 16% of questions over the last 90 days.

  • Questions 3,825 against 3,877 (-1%) over the last 4 weeks
  • Adam Ashworth asks 16% of questions over 90 days
  • 160 of 160 seats active
  • 17 of 20 connectors configured
The analysis

Recent weeks: Questions were 3,825 in the last 4 weeks against 3,877 for the 4 before (-1%). Average daily active users rose from 43.5 to 55.8 (+28%) as use recovered from the August 2026 dip.

Trend: September 2026 had 4,250 questions, against a 12-month peak of 4,404 in October 2025 and 4,312 in September 2025 (-1%). A connector was added on 23 Jul 2026, taking the count from 16 to 17.

Who uses it: Adam Ashworth asks 16% of questions over the last 90 days (2,299), up from 7% over 12 months, which is a concentration risk. Karen Oxley asks 6%; the admins active in September 2026 are Neil Craven, Ashok Patel and Karen Oxley.

Against the order form: 160 active users against 160 seats (100%), and 17 connectors configured against 20 contracted on the Enterprise order form.

Usage by weekUsage by month

Made from 2 fact tables

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

AImade from

Documents

Updated 9 Oct 26

18 documents in 7 folders; 2 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

Evidence trail

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

Strensall Merchants' pages are written from 3 organisation-level AI texts (assessment / next steps), 7 period digests and 1 narrative-level AI text, which in turn draw on 178 AI summaries of 188 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 18 people (18 with an AI write-up) and 8 staff (0 with an AI write-up), shown on 21 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
    • Strensall Merchants healthy AI record
      • Strensall Merchants: Enterprise paper to 2027 AI record
      • ARR £113,500, steady, all paid AI record
        • Strensall Merchants – New entity
          • Strensall Merchants entity
            • accounting/customers.csv org_227 raw row
            • crm/companies.csv org_227 raw row
            • product_analytics/tenants.csv org_227 raw row
          • contracts/order_form_lines.csv ctr_227_01:1 raw row
          • contracts/order_form_lines.csv ctr_227_01:2 raw row
          • contracts/order_form_lines.csv ctr_227_01:3 raw row
          • contracts/order_forms.csv ctr_227_01 raw row
          • crm/deal_line_items.csv deal_227_01:1 raw row
          • +9 more
        • Strensall Merchants – Renewal entity
          • Strensall Merchants entity
            • accounting/customers.csv org_227 raw row
            • crm/companies.csv org_227 raw row
            • product_analytics/tenants.csv org_227 raw row
          • contracts/order_form_lines.csv ctr_227_02:1 raw row
          • contracts/order_form_lines.csv ctr_227_02:2 raw row
          • contracts/order_forms.csv ctr_227_02 raw row
          • crm/deal_line_items.csv deal_227_02:1 raw row
          • crm/deal_line_items.csv deal_227_02:2 raw row
          • +5 more
        • facts.arr_monthly:org_227 facts table
          • Strensall Merchants – New entity
            • Strensall Merchants entity
              • accounting/customers.csv org_227 raw row
              • crm/companies.csv org_227 raw row
              • product_analytics/tenants.csv org_227 raw row
            • contracts/order_form_lines.csv ctr_227_01:1 raw row
            • contracts/order_form_lines.csv ctr_227_01:2 raw row
            • contracts/order_form_lines.csv ctr_227_01:3 raw row
            • contracts/order_forms.csv ctr_227_01 raw row
            • crm/deal_line_items.csv deal_227_01:1 raw row
            • +9 more
          • Strensall Merchants – Renewal entity
            • Strensall Merchants entity
              • accounting/customers.csv org_227 raw row
              • crm/companies.csv org_227 raw row
              • product_analytics/tenants.csv org_227 raw row
            • contracts/order_form_lines.csv ctr_227_02:1 raw row
            • contracts/order_form_lines.csv ctr_227_02:2 raw row
            • contracts/order_forms.csv ctr_227_02 raw row
            • crm/deal_line_items.csv deal_227_02:1 raw row
            • crm/deal_line_items.csv deal_227_02:2 raw row
            • +5 more
          • INV-227-0001 entity
            • Strensall Merchants entity
              • accounting/customers.csv org_227 raw row
              • crm/companies.csv org_227 raw row
              • product_analytics/tenants.csv org_227 raw row
            • accounting/invoice_lines.csv inv_227_001:1 raw row
            • accounting/invoices.csv inv_227_001 raw row
            • accounting/payments.csv pay_227_001 raw row
          • INV-227-0002 entity
            • Strensall Merchants entity
              • accounting/customers.csv org_227 raw row
              • crm/companies.csv org_227 raw row
              • product_analytics/tenants.csv org_227 raw row
            • accounting/invoice_lines.csv inv_227_002:1 raw row
            • accounting/invoice_lines.csv inv_227_002:2 raw row
            • accounting/invoices.csv inv_227_002 raw row
            • accounting/payments.csv pay_227_002 raw row
          • INV-227-0003 entity
            • Strensall Merchants entity
              • accounting/customers.csv org_227 raw row
              • crm/companies.csv org_227 raw row
              • product_analytics/tenants.csv org_227 raw row
            • accounting/invoice_lines.csv inv_227_003:1 raw row
            • accounting/invoice_lines.csv inv_227_003:2 raw row
            • accounting/invoices.csv inv_227_003 raw row
            • accounting/payments.csv pay_227_003 raw row
          • INV-227-0004 entity
            • Strensall Merchants entity
              • accounting/customers.csv org_227 raw row
              • crm/companies.csv org_227 raw row
              • product_analytics/tenants.csv org_227 raw row
            • accounting/invoice_lines.csv inv_227_004:1 raw row
            • accounting/invoice_lines.csv inv_227_004:2 raw row
            • accounting/invoices.csv inv_227_004 raw row
            • accounting/payments.csv pay_227_004 raw row
          • +4 more
        • facts.reconciliation_t0:org_227 facts table
          • Strensall Merchants – New entity
            • Strensall Merchants entity
              • accounting/customers.csv org_227 raw row
              • crm/companies.csv org_227 raw row
              • product_analytics/tenants.csv org_227 raw row
            • contracts/order_form_lines.csv ctr_227_01:1 raw row
            • contracts/order_form_lines.csv ctr_227_01:2 raw row
            • contracts/order_form_lines.csv ctr_227_01:3 raw row
            • contracts/order_forms.csv ctr_227_01 raw row
            • crm/deal_line_items.csv deal_227_01:1 raw row
            • +9 more
          • Strensall Merchants – Renewal entity
            • Strensall Merchants entity
              • accounting/customers.csv org_227 raw row
              • crm/companies.csv org_227 raw row
              • product_analytics/tenants.csv org_227 raw row
            • contracts/order_form_lines.csv ctr_227_02:1 raw row
            • contracts/order_form_lines.csv ctr_227_02:2 raw row
            • contracts/order_forms.csv ctr_227_02 raw row
            • crm/deal_line_items.csv deal_227_02:1 raw row
            • crm/deal_line_items.csv deal_227_02:2 raw row
            • +5 more
          • INV-227-0001 entity
            • Strensall Merchants entity
              • accounting/customers.csv org_227 raw row
              • crm/companies.csv org_227 raw row
              • product_analytics/tenants.csv org_227 raw row
            • accounting/invoice_lines.csv inv_227_001:1 raw row
            • accounting/invoices.csv inv_227_001 raw row
            • accounting/payments.csv pay_227_001 raw row
          • INV-227-0002 entity
            • Strensall Merchants entity
              • accounting/customers.csv org_227 raw row
              • crm/companies.csv org_227 raw row
              • product_analytics/tenants.csv org_227 raw row
            • accounting/invoice_lines.csv inv_227_002:1 raw row
            • accounting/invoice_lines.csv inv_227_002:2 raw row
            • accounting/invoices.csv inv_227_002 raw row
            • accounting/payments.csv pay_227_002 raw row
          • INV-227-0003 entity
            • Strensall Merchants entity
              • accounting/customers.csv org_227 raw row
              • crm/companies.csv org_227 raw row
              • product_analytics/tenants.csv org_227 raw row
            • accounting/invoice_lines.csv inv_227_003:1 raw row
            • accounting/invoice_lines.csv inv_227_003:2 raw row
            • accounting/invoices.csv inv_227_003 raw row
            • accounting/payments.csv pay_227_003 raw row
          • INV-227-0004 entity
            • Strensall Merchants entity
              • accounting/customers.csv org_227 raw row
              • crm/companies.csv org_227 raw row
              • product_analytics/tenants.csv org_227 raw row
            • accounting/invoice_lines.csv inv_227_004:1 raw row
            • accounting/invoice_lines.csv inv_227_004:2 raw row
            • accounting/invoices.csv inv_227_004 raw row
            • accounting/payments.csv pay_227_004 raw row
          • +5 more
        • INV-227-0001 entity
          • Strensall Merchants entity
            • accounting/customers.csv org_227 raw row
            • crm/companies.csv org_227 raw row
            • product_analytics/tenants.csv org_227 raw row
          • accounting/invoice_lines.csv inv_227_001:1 raw row
          • accounting/invoices.csv inv_227_001 raw row
          • accounting/payments.csv pay_227_001 raw row
        • INV-227-0002 entity
          • Strensall Merchants entity
            • accounting/customers.csv org_227 raw row
            • crm/companies.csv org_227 raw row
            • product_analytics/tenants.csv org_227 raw row
          • accounting/invoice_lines.csv inv_227_002:1 raw row
          • accounting/invoice_lines.csv inv_227_002:2 raw row
          • accounting/invoices.csv inv_227_002 raw row
          • accounting/payments.csv pay_227_002 raw row
        • +7 more
      • Check-in: usage, training and renewal heads-up AI record
      • Check-in: summer dip and Fewston reference AI record
      • Enterprise check-in: branch usage falling AI record
      • QBR: low usage and renewal quote AI record
        • Strensall Merchants / BG-Demo – QBR entity
          • Strensall Merchants entity
            • accounting/customers.csv org_227 raw row
            • crm/companies.csv org_227 raw row
            • product_analytics/tenants.csv org_227 raw row
          • call_recorder/calls.csv call_227_040 raw row
        • Strensall Merchants entity
          • accounting/customers.csv org_227 raw row
          • crm/companies.csv org_227 raw row
          • product_analytics/tenants.csv org_227 raw row
      • +46 more
  • ARR journey page block
    • facts.arr_monthly:org_227 facts table
      • Strensall Merchants – New entity
        • Strensall Merchants entity
          • accounting/customers.csv org_227 raw row
          • crm/companies.csv org_227 raw row
          • product_analytics/tenants.csv org_227 raw row
        • contracts/order_form_lines.csv ctr_227_01:1 raw row
        • contracts/order_form_lines.csv ctr_227_01:2 raw row
        • contracts/order_form_lines.csv ctr_227_01:3 raw row
        • contracts/order_forms.csv ctr_227_01 raw row
        • crm/deal_line_items.csv deal_227_01:1 raw row
        • +9 more
      • Strensall Merchants – Renewal entity
        • Strensall Merchants entity
          • accounting/customers.csv org_227 raw row
          • crm/companies.csv org_227 raw row
          • product_analytics/tenants.csv org_227 raw row
        • contracts/order_form_lines.csv ctr_227_02:1 raw row
        • contracts/order_form_lines.csv ctr_227_02:2 raw row
        • contracts/order_forms.csv ctr_227_02 raw row
        • crm/deal_line_items.csv deal_227_02:1 raw row
        • crm/deal_line_items.csv deal_227_02:2 raw row
        • +5 more
      • INV-227-0001 entity
        • Strensall Merchants entity
          • accounting/customers.csv org_227 raw row
          • crm/companies.csv org_227 raw row
          • product_analytics/tenants.csv org_227 raw row
        • accounting/invoice_lines.csv inv_227_001:1 raw row
        • accounting/invoices.csv inv_227_001 raw row
        • accounting/payments.csv pay_227_001 raw row
      • INV-227-0002 entity
      • +4 more
  • AI facts page block
    • Contacts page block
      • +12 more
    • Open deals (computed from the records; nothing to show yet) page block
      • Documents page block
        • +12 more
      • Finance read page block
        • hero page block
          • History by quarter page block
            • +1 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
                            made from

                            BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

                            Help & Support

                            Open as a page

                            Help & Support

                            B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

                            How to use the site

                            How to ask

                            Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

                            What the data covers

                            DataRecords
                            Organisations300
                            People at customers1,880
                            BG-Demo staff records (in post and leavers)65
                            Calls2,593
                            Email threads3,882
                            Support tickets1,502
                            Documents1,582
                            Deals403
                            Invoices365
                            Events49
                            News items147

                            Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

                            BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

                            Who to contact

                            Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.
                            Help

                            Ask B

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