B-Viz
Shawsheen Freight logo

Shawsheen Freight

Healthy£50kRenews 27 Mar 27
made from

AI facts

As at Fri 9 Oct 2026

Shawsheen Freight holds a Growth order form signed on 13 Mar 2026, running 27 Mar 2026 to 26 Mar 2027 at £50k a year plus a £12k implementation fee, with no discount. Active users rose from 26 in May 2026 to 37 in Sep 2026 against 40 licensed seats. Renewal falls on 27 Mar 2027 at an unchanged £50k, and no deal is open. Both invoices were paid within terms, and a duplicate loads ticket raised on 30 Sep 2026 is still pending.

Read from 10 calls · 9 email threads · 9 tickets · 1 deals · 15 people · 8 documents, newest 30 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryLogisticsSource: CRM company record
  • Websiteshawsheen.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityBostonSource: CRM company record
  • Size450 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US · CSM Amara Obi
  • Customer since27 Mar 2026Source: first executed order form ctr_249_01, signed 13 Mar 2026 · Growth tier · In the CRM since 23 Dec 2025
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Healthy, because usage is climbing with 37 of 40 seats active, both invoices were paid within terms and the champion is positive. The freshness query and the duplicate loads ticket need closing before the QBR. Seat headroom and dispatch access are the opportunity.

SignalsDocument roll-upFinance readShawsheen Freight / BG-Demo – Check InDuplicate loads showing in searchQ1 2026 digest

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

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£50,000Source: executed order form ctr_249_01, 27 Mar 2026 to 26 Mar 2027 · CRM £50,000 · Invoiced run rate £50,000 · As of 9 Oct 2026
  • Next renewal27 Mar 2027Basis: order form ctr_249_01 ends 26 Mar 2027 · In 169 days · Renewal price £50,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term27 Mar 2026 to 26 Mar 2027Source: order form ctr_249_01 (new), signed 13 Mar 2026 · Billed annually · 40 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Last contact28 Sep 2026Call: Shawsheen Freight / BG-Demo – Check In · 11 days before 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since Mar 2026 · 6 connectors configured
  • Licensed seats4037 active users in Sep 2026 · Order form ctr_249_01: 40 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Amara Obi sends Erin Gallant the freshness log result and the duplicate loads cause, together with the dispatch access list and a QBR invite. delivery
Who
Amara Obi Amara Obi
When
This week by 9 Oct 2026
Why
Amara Obi should give Erin Gallant the freshness log result and the duplicate loads cause, and send the dispatch access list and a QBR invite. Clean data comes first; the QBR then sets out usage, spend and seat headroom for the CFO.

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

AImade from

The story

As at Fri 9 Oct 2026
Healthy

Healthy: Shawsheen Freight is on a £50k Growth order form renewing 27 Mar 2027, with 37 of 40 seats active and both invoices paid within terms. A stale freshness day and a pending duplicate loads ticket need closing before the QBR.

Healthy: Shawsheen Freight holds an executed Growth order form at £50k a year, running 27 Mar 2026 to 26 Mar 2027, with both invoices paid within terms. Renewal is on 27 Mar 2027, 169 days away, at an unchanged £50k.

Active users rose from 26 in May 2026 to 37 in Sep 2026 against 40 seats, and questions rose from 862 to 2,279. Use is spread: Jared Pelletier asks 13% of questions over the last 90 days.

On the 28 Sep 2026 call Erin Gallant, the positive champion, reported a stale freshness day that is still unresolved. A duplicate loads ticket from 30 Sep 2026 is pending, so data trust is the main risk.

Amara Obi should send Erin the freshness log result, the duplicate loads cause, the dispatch access list and a QBR invite by 9 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£25k£50kMar 26May 26Jul 26Sep 26new£50k£50kMar 26: Contracted ARR £50,000; Invoiced ARR £50,000Apr 26: Contracted ARR £50,000; Invoiced ARR £50,000May 26: Contracted ARR £50,000; Invoiced ARR £50,000Jun 26: Contracted ARR £50,000; Invoiced ARR £50,000Jul 26: Contracted ARR £50,000; Invoiced ARR £50,000Aug 26: Contracted ARR £50,000; Invoiced ARR £50,000Sep 26: Contracted ARR £50,000; Invoiced ARR £50,000

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 £50k; Invoiced ARR £50k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_249.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Mar 26£50,000£50,000
Apr 26£50,000£50,000
May 26£50,000£50,000
Jun 26£50,000£50,000
Jul 26£50,000£50,000
Aug 26£50,000£50,000
Sep 26£50,000£50,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

Growth ARR £50k, all paid within terms

Standing Paid upARR Steady

Contracted ARR is £50k on the Growth order form signed on 13 Mar 2026. Both invoices were paid within terms and nothing is owed. Renewal falls on 27 Mar 2027 at an unchanged £50k.

  • Both invoices paid within terms
  • Renewal on 27 Mar 2027 at an unchanged £50k
  • CRM, invoices and order form agree at £50k
The analysis

Recurring revenue: ARR started in Mar 2026 at £50k and has not moved since. CRM ARR, the invoiced run rate and the order form all show £50k, with 40 seats and 8 connectors.

Next commitment: renewal falls on 27 Mar 2027, 169 days after the as-of date. The renewal price is £50k against £50k today.

Billing: INV-249-0001 (£12k net) and INV-249-0002 (£50k net) are both paid within terms by international transfer. Nothing is overdue or disputed.

Deals: the one new deal is closed won, owned by Jordan Pike, who is active in HR. No deal is open.

ARR by monthINV-249-0001INV-249-0002CRM reconciliationShawsheen Freight – New

Made from 1 deal · 2 fact tables · 2 invoices

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

AImade from

History by quarter

As at Fri 9 Oct 2026

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

  1. Q2 2026

    Q2 2026: onboarding, helpdesk live, claims next

    Shawsheen Freight went through onboarding. The helpdesk connector went live and the call recorder sync was fixed. Erin Gallant wants usage proof and tighter access control. Two data quality tickets and the second admin request were open at the end.

    The analysis

    Kickoff: On 8 Apr 2026 Erin Gallant defined success as her team no longer asking her for screenshots of claims history. Laura Penhaligon cited a contract of £50k a year, and only a couple of people had logged in against forty seats.

    Onboarding: The 22 Apr 2026 call confirmed the helpdesk connector was live, with claims blocked by an untested second login path. Threads on 15 Apr 2026 and 28 Apr 2026 only scheduled sessions, and the first noted an unexplained finance check on the customer side.

    Sync and tickets: The 7 May 2026 call confirmed the call recorder sync was fixed after an IT field-name change. On 13 May 2026 Erin said a slow search before a shipper call was the one that hurt, and wanted usage proof by person.

    Support: A connector ticket thread on 13 May 2026 showed no cause identified. Duplicate shipper and call-note matching tickets were closed without a clear fix shown, with first responses of 339 and 391 minutes.

    People: On 22 May 2026 Alice Brewer invited the CFO, Frank DeLuca, to Customer Day London on 11 Jun 2026. No response is shown.

    Training: On 26 May 2026 Erin was positive, praised the March go-live and asked for group-based access, dispatch leads and a second admin.

    Open at the end: Permissions testing, the usage breakdown, the call-note matching answer and the second admin were unresolved.

    Shawsheen Freight / BG-Demo – KickoffShawsheen Freight / BG-Demo – OnboardingShawsheen Freight / BG-Demo – OnboardingShawsheen Freight / BG-Demo – TrainingData quality: call notes linked to the wrong shipperInvitation: BG-Demo Customer Day London

    Made from 5 calls · 4 email threads · 4 tickets

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

  2. Q1 2026

    Q1 2026: Growth deal agreed, unsigned

    Shawsheen Freight moved from discovery to a Growth order form. The customer stayed positive, but the CFO held signature on payment terms after 13 Mar 2026. Two invoices were sent in March with the PO number still requested.

    The analysis

    Discovery: On 12 Jan 2026 Erin Gallant and CFO Frank DeLuca described staff switching between three systems. Frank wanted figures first, and asked whether the £62k deal amount was annual or the whole thing.

    Demo: Jordan Pike proposed a demo on Shawsheen's own data on 16 Jan 2026. The 26 Jan 2026 demo ran on sample data, and Erin could see the fit. Jared Pelletier's written answers on single sign-on, retention and access were still owed, and cost was deferred.

    Proposal: On 9 Feb 2026 Jordan presented a Growth proposal showing £62k. Frank wanted a written breakdown and Erin's condition was that her people use it.

    Negotiation: On 26 Feb 2026 Beth Sawyer could not tie the one-off line to the recurring line. Frank asked that the order form number match the proposal, and the first-term discount was held for the order form.

    Signing: On 2 Mar 2026 Frank wanted payment terms in writing. On 11 Mar 2026 Jordan sent the order form for signature by 13 Mar 2026, and Frank replied on 16 Mar 2026 asking to hold until Beth confirmed the payment schedule.

    Billing: Rachel Dunmore sent invoices to Beth on 16 Mar 2026 (£12k, due 15 Apr 2026) and 27 Mar 2026 (£50k for 40 users, due 26 Apr 2026), asking for the PO number each time.

    Open at the end: The evidence does not show a signed order form, a PO number or payment.

    Shawsheen Freight / BG-Demo – DiscoveryShawsheen Freight / BG-Demo – DemoShawsheen Freight / BG-Demo – NegotiationOrder form ready for signatureAnnual subscription invoice

    Made from 4 calls · 5 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
37up 7 vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
2,279up 575 vs 3 months earlier
Connectors configured · Sep 26
6up 1 vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
2level vs 3 months earlier
Data volume · Sep 26
14.4 GBup 3.0 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
00201,250402,500Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Included users (40)40372,279Mar 26: Active users 5; Licensed seats 40; Questions asked 29Apr 26: Active users 16; Licensed seats 40; Questions asked 428May 26: Active users 26; Licensed seats 40; Questions asked 862Jun 26: Active users 30; Licensed seats 40; Questions asked 1,704Jul 26: Active users 35; Licensed seats 40; Questions asked 2,093Aug 26: Active users 37; Licensed seats 40; Questions asked 1,264Sep 26: Active users 37; Licensed seats 40; Questions asked 2,279

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 37; Licensed seats 40; Questions asked 2,279. Basis: product usage, facts.usage_monthly:org_249, signals:org_249.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Mar 2654029
Apr 261640428
May 262640862
Jun 2630401,704
Jul 2635402,093
Aug 2637401,264
Sep 2637402,279
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB47.5 GB815.0 GBMar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Included connectors (8)14.4 GB62Mar 26: Connectors configured 0; Active admins 2; Data volume 0.00 GBApr 26: Connectors configured 4; Active admins 2; Data volume 8.72 GBMay 26: Connectors configured 5; Active admins 2; Data volume 11.12 GBJun 26: Connectors configured 5; Active admins 2; Data volume 11.33 GBJul 26: Connectors configured 6; Active admins 2; Data volume 13.86 GBAug 26: Connectors configured 6; Active admins 2; Data volume 14.12 GBSep 26: Connectors configured 6; Active admins 2; Data volume 14.38 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 6; Active admins 2; Data volume 14.4 GB. Basis: product usage, facts.usage_monthly:org_249, signals:org_249.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Mar 26020.00 GB
Apr 26428.72 GB
May 265211.12 GB
Jun 265211.33 GB
Jul 266213.86 GB
Aug 266214.12 GB
Sep 266214.38 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage rising, 37 of 40 seats active

Direction Rising

Usage is rising: 2,029 questions in the last 4 weeks against 1,541 in the 4 before (+32%). September 2026 set the 12-month peak of 2,279 questions, with 37 active users and no single person above 16%.

  • Questions up 32% over the last 4 weeks against the 4 before
  • 37 of 40 seats active (92%), close to the seat limit
  • 6 of 8 contracted connectors configured
The analysis

Recent weeks: the last 4 weeks against the 4 before show questions 1,541 to 2,029 (+32%) and average daily active users 10.9 to 14.2 (+30%). The busiest week was the week ending 2 Oct 2026, with 549 questions.

Trend: August 2026 dipped to 1,264 questions from 2,093 in July 2026, then September 2026 reached 2,279, the 12-month peak. Records indexed rose from 6,761,974 on 9 Sep 2026 to 6,883,738 on 9 Oct 2026.

Who uses it: Erin Gallant and Jared Pelletier are the active admins. Jared asked 829 of 6,303 questions (13%) in the last 90 days and Jamal Fischer 642 (10%), so use is spread.

Against the order form: the Growth order form contracts 40 seats and 8 connectors. September 2026 had 37 active users (92% of seats) and 6 connectors configured.

Usage by weekUsage by month

Made from 2 fact tables

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

AImade from

Documents

Updated 9 Oct 26

8 documents in 4 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

Shawsheen Freight's pages are written from 3 organisation-level AI texts (assessment / next steps), 2 period digests and 1 narrative-level AI text, which in turn draw on 36 AI summaries of 39 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 15 people (15 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 11 pages.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Usage
made from

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

Help & Support

Open as a page

Help & Support

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

How to use the site

How to ask

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

What the data covers

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

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

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

Who to contact

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

Ask B

B-Viz · read-only