B-Viz

Why did we lose the customers we lost, and who looks like them now?

ARR lost by the reason in the CRM

Updated 09 Oct 26
CSV
  1. budget£273k
  2. built it in-house£186k
  3. acquired, moved to the buyer's tool£163k
  4. insolvent£44k

Ranked largest first; each bar is a share of the largest. Largest: budget £273k.

Show the figures as a table
lost_reasonARR lost
budget£272,950
built it in-house£185,500
acquired, moved to the buyer's tool£162,800
insolvent£44,000

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Asked: Why did we lose the customers we lost, and who looks like them now?

Saved: Sat 24 Oct 2026, 15:06 UTC

Figures as at: 2026-10-09

Table q: 4 rows from select lost_reason, sum(arr_lost) as arr_lost from (with lost as (select org_id, org_name, month_end, arr_bf as arr_lost from chat.arr_moves where type = 'lost'), d as (select org_id, lost_reason, close_date, row_number() over (partition by org_id order by close_date desc) as rn from chat.deals where stage = 'closed_lost' and deal_type = 'renewal') select l.org_id, l.org_name, l.month_end, l.arr_lost, coalesce(d.lost_reason, 'not recorded') as lost_reason from lost l left join d on d.org_id = l.org_id and d.rn = 1) group by lost_reason order by lost_reason LIMIT 1000

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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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{{product}} 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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DataRecords
Organisations{{count.organisation}}
People at customers{{count.person}}
BG-Demo staff records (in post and leavers){{count.employee}}
Calls{{count.call}}
Email threads{{count.email_thread}}
Support tickets{{count.ticket}}
Documents{{count.document}}
Deals{{count.deal}}
Invoices{{count.invoice}}
Events{{count.event}}
News items{{count.news}}

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. {{product}} is the tool that reads its data.

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