B-Glass
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Dunholm Precision

At risk£51kRenews 1 Dec 26Proposal · £58k/yr
made from

AI facts

As at Fri 9 Oct 2026

Dunholm Precision holds a Growth subscription for 60 licensed users at £51k a year under the order form signed 10 Nov 2025, running 1 Dec 2025 to 30 Nov 2026. In September 2026 it had 38 active users, 1086 questions asked, six connectors and one active admin. An open renewal deal and the 24 Sep 2026 proposal both stand at £58k, with close expected on 9 Nov 2026. Two CRM records for the same domain carry £58k between them.

Read from 27 calls · 43 email threads · 11 tickets · 4 deals · 6 people · 19 documents, newest 24 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryManufacturingSource: CRM company record
  • Websitedunholm.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ citySheffieldSource: CRM company record
  • Size520 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Daniel Okafor
  • Customer since1 Dec 2024Source: first executed order form ctr_018_01, signed 25 Oct 2024 · Growth tier · In the CRM since 22 May 2024
  • TypeCustomerdiffersSource: contracts and invoices (signals) · CRM stage customer · 2 CRM records (org_018, org_018_dup) · The sources disagree
  • StateAt riskSource: AI assessment · As at Fri 9 Oct 2026 · written 13 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

At risk, because the renewal is 53 days away and Stuart Kenyon has refused to pay more for falling use. Ruth Ackroyd's platform account was deactivated and Nathan Booth is the only admin. Opportunity: a renewal priced nearer the £50k figure, backed by a usage plan.

SignalsDunholm Precision / BG-Demo – RenewalDunholm Precision - Order Form (signed)

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

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£51,000differsSource: executed order form ctr_018_03, 1 Dec 2025 to 30 Nov 2026 · CRM £58,000 over 2 CRM records (org_018, org_018_dup) · Invoiced run rate £51,000 · As of 9 Oct 2026 · The sources disagree
  • Next renewal1 Dec 2026Basis: order form ctr_018_03 ends 30 Nov 2026 · In 53 days · Renewal price £50,000 (-2%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Dec 2025 to 30 Nov 2026Source: order form ctr_018_03 (renewal), signed 10 Nov 2025 · Billed annually · 60 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Open dealProposal · £58,000Source: CRM deal Dunholm Precision – Renewal · renewal deal · Expected close 9 Nov 2026 · Owner Tom Ashdown
  • Last contact17 Sep 2026Call: Dunholm Precision / BG-Demo – Renewal · 22 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Dec 2024 · 6 connectors configured
  • Licensed seats6038 active users in Sep 2026 · Order form ctr_018_03: 60 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown replaces the unsigned £58k renewal proposal with a Growth renewal at the computed £50k price and sends it to Stuart Kenyon and Karen Midgley before the 27 Oct 2026 QBR. At-risk save
Who
Tom Ashdown Tom Ashdown
When
This week by 9 Oct 2026
Why
Tom Ashdown should replace the unsigned £58k proposal with a Growth renewal at the computed £50k price before the 27 Oct 2026 QBR. Stuart Kenyon refuses to pay more for falling use, and Ruth Ackroyd's account is gone.

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

AImade from

The story

As at Fri 9 Oct 2026
At risk

At risk: the Growth term ends 30 Nov 2026 and an unsigned £58k proposal sits above the £50k renewal price. Stuart Kenyon refuses to pay more for falling use, Ruth Ackroyd's account is deactivated and Nathan Booth is the only admin.

At risk: Dunholm Precision holds Growth at £51k a year under the order form signed 10 Nov 2025, ending 30 Nov 2026. The unsigned 24 Sep 2026 proposal asks £58k against a £50k renewal price.

Active users went from 39 in May 2026 to 38 in September 2026 (-3%), and questions from 978 to 1086 (11%). An unnamed user asks 19% of questions over the last 12 months and Nathan Booth 15%; Nathan is the only admin.

Ruth Ackroyd, the champion, had her platform account deactivated on 29 Jun 2026; the records do not show why. On the 17 Sep 2026 call, Stuart Kenyon refused to pay more for falling use.

Tom Ashdown should replace the £58k proposal with a Growth renewal at £50k and send it to Stuart and Karen Midgley before the 27 Oct 2026 QBR. Daniel Okafor brings the one-page value summary.

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£30k£60kJan 25May 25Sep 25Jan 26May 26Sep 26newexpansionexpansion£51k£51kDec 24: Contracted ARR £39,600; Invoiced ARR £39,600Jan 25: Contracted ARR £39,600; Invoiced ARR £39,600Feb 25: Contracted ARR £39,600; Invoiced ARR £39,600Mar 25: Contracted ARR £39,600; Invoiced ARR £39,600Apr 25: Contracted ARR £39,600; Invoiced ARR £39,600May 25: Contracted ARR £39,600; Invoiced ARR £39,600Jun 25: Contracted ARR £39,600; Invoiced ARR £39,600Jul 25: Contracted ARR £46,600; Invoiced ARR £42,342Aug 25: Contracted ARR £46,600; Invoiced ARR £42,342Sep 25: Contracted ARR £46,600; Invoiced ARR £42,342Oct 25: Contracted ARR £46,600; Invoiced ARR £42,342Nov 25: Contracted ARR £46,600; Invoiced ARR £42,342Dec 25: Contracted ARR £51,000; Invoiced ARR £51,000Jan 26: Contracted ARR £51,000; Invoiced ARR £51,000Feb 26: Contracted ARR £51,000; Invoiced ARR £51,000Mar 26: Contracted ARR £51,000; Invoiced ARR £51,000Apr 26: Contracted ARR £51,000; Invoiced ARR £51,000May 26: Contracted ARR £51,000; Invoiced ARR £51,000Jun 26: Contracted ARR £51,000; Invoiced ARR £51,000Jul 26: Contracted ARR £51,000; Invoiced ARR £51,000Aug 26: Contracted ARR £51,000; Invoiced ARR £51,000Sep 26: Contracted ARR £51,000; Invoiced ARR £51,000

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 £51k; Invoiced ARR £51k. Basis: accounting system, facts.arr_monthly:org_018.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Dec 24£39,600£39,600
Jan 25£39,600£39,600
Feb 25£39,600£39,600
Mar 25£39,600£39,600
Apr 25£39,600£39,600
May 25£39,600£39,600
Jun 25£39,600£39,600
Jul 25£46,600£42,342
Aug 25£46,600£42,342
Sep 25£46,600£42,342
Oct 25£46,600£42,342
Nov 25£46,600£42,342
Dec 25£51,000£51,000
Jan 26£51,000£51,000
Feb 26£51,000£51,000
Mar 26£51,000£51,000
Apr 26£51,000£51,000
May 26£51,000£51,000
Jun 26£51,000£51,000
Jul 26£51,000£51,000
Aug 26£51,000£51,000
Sep 26£51,000£51,000
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
38down 1 vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
1,086up 4 vs 3 months earlier
Connectors configured · Sep 26
6level vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
1down 1 vs 3 months earlier
Data volume · Sep 26
14.3 GBup 0.6 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
0030600601,200Dec 24Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26champion leftIncluded users (40)601,08638Dec 24: Active users 11; Licensed seats 40; Questions asked 82Jan 25: Active users 18; Licensed seats 40; Questions asked 334Feb 25: Active users 21; Licensed seats 40; Questions asked 483Mar 25: Active users 24; Licensed seats 40; Questions asked 575Apr 25: Active users 26; Licensed seats 40; Questions asked 634May 25: Active users 26; Licensed seats 40; Questions asked 650Jun 25: Active users 26; Licensed seats 40; Questions asked 700Jul 25: Active users 39; Licensed seats 60; Questions asked 990Aug 25: Active users 39; Licensed seats 60; Questions asked 640Sep 25: Active users 39; Licensed seats 60; Questions asked 1,128Oct 25: Active users 39; Licensed seats 60; Questions asked 1,137Nov 25: Active users 39; Licensed seats 60; Questions asked 1,004Dec 25: Active users 39; Licensed seats 60; Questions asked 814Jan 26: Active users 39; Licensed seats 60; Questions asked 1,025Feb 26: Active users 39; Licensed seats 60; Questions asked 954Mar 26: Active users 39; Licensed seats 60; Questions asked 1,076Apr 26: Active users 39; Licensed seats 60; Questions asked 1,098May 26: Active users 39; Licensed seats 60; Questions asked 978Jun 26: Active users 39; Licensed seats 60; Questions asked 1,082Jul 26: Active users 38; Licensed seats 60; Questions asked 1,065Aug 26: Active users 38; Licensed seats 60; Questions asked 617Sep 26: Active users 38; Licensed seats 60; Questions asked 1,086

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 38; Licensed seats 60; Questions asked 1,086. Basis: product usage, facts.usage_monthly:org_018, signals:org_018.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Dec 24114082
Jan 251840334
Feb 252140483
Mar 252440575
Apr 252640634
May 252640650
Jun 252640700
Jul 253960990
Aug 253960640
Sep 2539601,128
Oct 2539601,137
Nov 2539601,004
Dec 253960814
Jan 2639601,025
Feb 263960954
Mar 2639601,076
Apr 2639601,098
May 263960978
Jun 2639601,082
Jul 2638601,065
Aug 263860617
Sep 2638601,086
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 GBDec 24Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included connectors (8)14.3 GB61Dec 24: Connectors configured 3; Active admins 2; Data volume 5.03 GBJan 25: Connectors configured 5; Active admins 2; Data volume 8.56 GBFeb 25: Connectors configured 5; Active admins 2; Data volume 8.71 GBMar 25: Connectors configured 6; Active admins 2; Data volume 10.66 GBApr 25: Connectors configured 6; Active admins 2; Data volume 10.86 GBMay 25: Connectors configured 6; Active admins 2; Data volume 11.06 GBJun 25: Connectors configured 6; Active admins 2; Data volume 11.26 GBJul 25: Connectors configured 6; Active admins 2; Data volume 11.46 GBAug 25: Connectors configured 6; Active admins 2; Data volume 11.67 GBSep 25: Connectors configured 6; Active admins 2; Data volume 11.86 GBOct 25: Connectors configured 6; Active admins 2; Data volume 12.07 GBNov 25: Connectors configured 6; Active admins 2; Data volume 12.27 GBDec 25: Connectors configured 6; Active admins 2; Data volume 12.47 GBJan 26: Connectors configured 6; Active admins 2; Data volume 12.67 GBFeb 26: Connectors configured 6; Active admins 2; Data volume 12.86 GBMar 26: Connectors configured 6; Active admins 2; Data volume 13.06 GBApr 26: Connectors configured 6; Active admins 2; Data volume 13.26 GBMay 26: Connectors configured 6; Active admins 2; Data volume 13.46 GBJun 26: Connectors configured 6; Active admins 2; Data volume 13.66 GBJul 26: Connectors configured 6; Active admins 1; Data volume 13.86 GBAug 26: Connectors configured 6; Active admins 1; Data volume 14.07 GBSep 26: Connectors configured 6; Active admins 1; Data volume 14.27 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 1; Data volume 14.3 GB. Basis: product usage, facts.usage_monthly:org_018, signals:org_018.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Dec 24325.03 GB
Jan 25528.56 GB
Feb 25528.71 GB
Mar 256210.66 GB
Apr 256210.86 GB
May 256211.06 GB
Jun 256211.26 GB
Jul 256211.46 GB
Aug 256211.67 GB
Sep 256211.86 GB
Oct 256212.07 GB
Nov 256212.27 GB
Dec 256212.47 GB
Jan 266212.67 GB
Feb 266212.86 GB
Mar 266213.06 GB
Apr 266213.26 GB
May 266213.46 GB
Jun 266213.66 GB
Jul 266113.86 GB
Aug 266114.07 GB
Sep 266114.27 GB
Usagemade from

Documents

Updated 9 Oct 26

19 documents in 6 folders; 4 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

DealStageAmountClose
Dunholm Precision – Renewalproposal£58,0009 Nov 2026
CRMmade from

Open tickets

No 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

Dunholm Precision's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 100 AI summaries of 108 raw things (calls, tickets, emails, news), 6 people (6 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 11 pages. 2 AI records in this trail are not written yet.

The trail as a list (block, record, entity, raw row)
  • Activity page block
  • AI opinion page block
    • Dunholm Precision at risk AI record
      • Dunholm Precision – New entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • contracts/order_form_lines.csv ctr_018_01:1 raw row
        • contracts/order_form_lines.csv ctr_018_01:2 raw row
        • contracts/order_forms.csv ctr_018_01 raw row
        • crm/deal_line_items.csv deal_018_01:1 raw row
        • crm/deal_line_items.csv deal_018_01:2 raw row
        • +7 more
      • Dunholm Precision – Expansion entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • contracts/order_form_lines.csv ctr_018_02:1 raw row
        • contracts/order_forms.csv ctr_018_02 raw row
        • crm/deal_line_items.csv deal_018_02:1 raw row
        • crm/deal_stage_history.csv deal_018_02:1 raw row
        • crm/deal_stage_history.csv deal_018_02:2 raw row
        • +3 more
      • Dunholm Precision – Renewal entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • contracts/order_form_lines.csv ctr_018_03:1 raw row
        • contracts/order_form_lines.csv ctr_018_03:2 raw row
        • contracts/order_forms.csv ctr_018_03 raw row
        • crm/deal_line_items.csv deal_018_03:1 raw row
        • crm/deal_line_items.csv deal_018_03:2 raw row
        • +5 more
      • Dunholm Precision – Renewal entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • crm/deal_line_items.csv deal_018_04:1 raw row
        • crm/deal_line_items.csv deal_018_04:2 raw row
        • crm/deal_stage_history.csv deal_018_04:1 raw row
        • crm/deal_stage_history.csv deal_018_04:2 raw row
        • crm/deals.csv deal_018_04 raw row
      • Dunholm Precision documents: Growth renewal AI record
      • INV-018-0001 entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • accounting/invoice_lines.csv inv_018_001:1 raw row
        • accounting/invoices.csv inv_018_001 raw row
        • accounting/payments.csv pay_018_001 raw row
      • +88 more
  • ARR journey page block
    • facts.arr_monthly:org_018 facts table
      • Dunholm Precision – New entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • contracts/order_form_lines.csv ctr_018_01:1 raw row
        • contracts/order_form_lines.csv ctr_018_01:2 raw row
        • contracts/order_forms.csv ctr_018_01 raw row
        • crm/deal_line_items.csv deal_018_01:1 raw row
        • crm/deal_line_items.csv deal_018_01:2 raw row
        • +7 more
      • Dunholm Precision – Expansion entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • contracts/order_form_lines.csv ctr_018_02:1 raw row
        • contracts/order_forms.csv ctr_018_02 raw row
        • crm/deal_line_items.csv deal_018_02:1 raw row
        • crm/deal_stage_history.csv deal_018_02:1 raw row
        • crm/deal_stage_history.csv deal_018_02:2 raw row
        • +3 more
      • Dunholm Precision – Renewal entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • contracts/order_form_lines.csv ctr_018_03:1 raw row
        • contracts/order_form_lines.csv ctr_018_03:2 raw row
        • contracts/order_forms.csv ctr_018_03 raw row
        • crm/deal_line_items.csv deal_018_03:1 raw row
        • crm/deal_line_items.csv deal_018_03:2 raw row
        • +5 more
      • Dunholm Precision – Renewal entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • crm/deal_line_items.csv deal_018_04:1 raw row
        • crm/deal_line_items.csv deal_018_04:2 raw row
        • crm/deal_stage_history.csv deal_018_04:1 raw row
        • crm/deal_stage_history.csv deal_018_04:2 raw row
        • crm/deals.csv deal_018_04 raw row
      • INV-018-0001 entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • accounting/invoice_lines.csv inv_018_001:1 raw row
        • accounting/invoices.csv inv_018_001 raw row
        • accounting/payments.csv pay_018_001 raw row
      • INV-018-0002 entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • accounting/invoice_lines.csv inv_018_002:1 raw row
        • accounting/invoices.csv inv_018_002 raw row
        • accounting/payments.csv pay_018_002 raw row
      • +2 more
  • AI facts page block
    • Dunholm Precision at risk AI record
      • Dunholm Precision – New entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • contracts/order_form_lines.csv ctr_018_01:1 raw row
        • contracts/order_form_lines.csv ctr_018_01:2 raw row
        • contracts/order_forms.csv ctr_018_01 raw row
        • crm/deal_line_items.csv deal_018_01:1 raw row
        • crm/deal_line_items.csv deal_018_01:2 raw row
        • +7 more
      • Dunholm Precision – Expansion entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • contracts/order_form_lines.csv ctr_018_02:1 raw row
        • contracts/order_forms.csv ctr_018_02 raw row
        • crm/deal_line_items.csv deal_018_02:1 raw row
        • crm/deal_stage_history.csv deal_018_02:1 raw row
        • crm/deal_stage_history.csv deal_018_02:2 raw row
        • +3 more
      • Dunholm Precision – Renewal entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • contracts/order_form_lines.csv ctr_018_03:1 raw row
        • contracts/order_form_lines.csv ctr_018_03:2 raw row
        • contracts/order_forms.csv ctr_018_03 raw row
        • crm/deal_line_items.csv deal_018_03:1 raw row
        • crm/deal_line_items.csv deal_018_03:2 raw row
        • +5 more
      • Dunholm Precision – Renewal entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • crm/deal_line_items.csv deal_018_04:1 raw row
        • crm/deal_line_items.csv deal_018_04:2 raw row
        • crm/deal_stage_history.csv deal_018_04:1 raw row
        • crm/deal_stage_history.csv deal_018_04:2 raw row
        • crm/deals.csv deal_018_04 raw row
      • Dunholm Precision documents: Growth renewal AI record
      • INV-018-0001 entity
        • Dunholm Precision entity
          • accounting/customers.csv org_018 raw row
          • crm/companies.csv org_018 raw row
          • crm/companies.csv org_018_dup raw row
          • product_analytics/tenants.csv org_018 raw row
        • accounting/invoice_lines.csv inv_018_001:1 raw row
        • accounting/invoices.csv inv_018_001 raw row
        • accounting/payments.csv pay_018_001 raw row
      • +88 more
  • Contacts page block
  • Open deals page block
    • Documents page block
      • +13 more
    • hero 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 page block
                      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-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

                      Help & Support

                      Open as a page

                      Help & Support

                      B-Glass 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
                      Organisations225
                      People at customers862
                      BG-Demo staff records (in post and leavers)58
                      Calls1,995
                      Email threads3,013
                      Support tickets1,159
                      Documents1,218
                      Deals315
                      Invoices285
                      Events49
                      News items119

                      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-Glass is the tool that reads its data.

                      Who to contact

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

                      Ask B

                      B-Glass · read-only