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Ashwell Mercer Interiors - QBR

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Ashwell Mercer Interiors logo Ashwell Mercer Interiors · QBR deck · final · 8 Jun 2026

QBR deck presented 8 Jun 2026 for a Growth customer: active users under four against 40 licensed, down by close to two fifths. One invoice is overdue and the term ends 22 Aug 2026, with a price move at renewal.

What it says

What this says

As at Fri 9 Oct 2026

QBR deck presented 8 Jun 2026 for a Growth customer: active users under four against 40 licensed, down by close to two fifths. One invoice is overdue and the term ends 22 Aug 2026, with a price move at renewal.

What it is: a BG-Demo customer success QBR deck, stored as final, prepared by Amara Obi with account owner Priya Raman. It frames a fall in adoption ahead of renewal and proposes next steps.

Commits: nothing contractual. It restates £44k as "the annual recurring revenue under the executed order form" and a term ending 22 Aug 2026. Actions are owned by Amara and Priya, with dates given only as phrases such as "End of this month".

Unusual: it warns that "the renewal will move to the current Growth list price" but gives no new figure. It also admits the case "is not being delivered day to day" in substance.

Not settled: usage by team and person, who owns the brain, whether the high-priority ticket met the service level, and why the invoice is overdue. The record does not show the outcome of the meeting.

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

As found in this document

As at Fri 9 Oct 2026
  • Date end22 Aug 2026Source: the AI read of this record
  • Date renewal22 Aug 2026Source: the AI read of this record

The document

Body

Ashwell Mercer Interiors - QBR

Quarterly business review, Growth tier Presented Monday 8 June 2026 Prepared by Amara Obi, Customer Success Manager, BG-Demo Account owner at BG-Demo: Priya Raman

Status: Final

Where we are

Here's what the numbers say: adoption has slipped this quarter and the renewal is close. This review sets out what we can see, what we cannot yet explain, and what we propose to do about it together.

ItemPosition
Customer since23 Aug 2024
TierGrowth
Contracted annual recurring revenue£44k
Licensed users40
Current term ends22 Aug 2026

What good looks like

Ashwell Mercer bought Growth so that the project, commercial and credit-control teams could see each client's projects, variations, calls and invoices in one place. The test for this quarter is simple: are those three teams asking the brain their questions, or are they still reconciling by hand?

Usage

Read the whole document (4,857 characters)
  • Active users over the last thirty days average a little under four, against forty licensed users.
  • That is down by close to two fifths on the previous quarter.
  • Forty licences with fewer than four people using them means the brain is reaching a very small part of the business.

We have not broken usage down by team in this pack. That is the first thing to do with you, because it tells us which of the three teams has stopped, and whether it is a handful of people or a whole function.

Value

The original case rested on one view of each client: project status, variations, call notes and invoices side by side. At the current level of use, we cannot honestly say that case is being delivered day to day.

What the records do not show: which questions are still being asked, who asks them, and whether any single person accounts for most of the use. If one or two people carry the usage, that is a key-person risk as well as an adoption problem.

Support and service

MeasureLast thirty days
Tickets raisedtwo
Of which high priorityone

Two tickets from a user base this small is not a sign of heavy use. It may simply mean few people are left to raise anything. We will review the high-priority ticket with you in the meeting and confirm that it was answered within the Growth service level.

Commercial position

  • One invoice is currently overdue.
  • Before we treat this as a value concern, we will check the position with our accounting records and with your finance team. It may be a process or billing matter rather than a judgement on the product.
  • The contracted figure of £44k is the annual recurring revenue under the executed order form.

Renewal

The current term ends on 22 Aug 2026, so the renewal conversation is already live. Because this account was signed under the earlier price book, the renewal will move to the current Growth list price. We would rather you heard that from us now, alongside a clear plan for adoption, than at the point of paperwork.

We do not want to ask you to renew on a number without a usage story behind it.

Risks we are watching

  1. Adoption. A fall of close to two fifths in a quarter, from a small base, needs an explanation.
  2. Champion cover. We need to confirm who at Ashwell Mercer now owns the brain day to day, and whether anyone has left or changed role.
  3. Overdue invoice. One item to resolve and to understand.
  4. Renewal timing. The term end is close, and the price will change at renewal.

Opportunities

  • Forty licensed users is real headroom. If the credit-control and commercial teams are brought back in, the licence is easily justified.
  • Dashboards built by your own team would show investment and make the value visible to directors.
  • A short refresher session for each of the three teams, run against their own live projects.

Proposed next steps

ActionWhoBy when
Confirm who at Ashwell Mercer owns the brain and who else should have accessAmara Obi with your nominated leadEnd of this month
Break down usage by team and by personAmara ObiBefore the next call
Review the high-priority ticket and confirm the response met the service levelAmara ObiThis month
Clarify the overdue invoice with your finance teamPriya RamanThis week
Agree a refresher session for each teamAmara Obi with your team leadsBefore the end of June
Hold the renewal conversation with the right sponsor in the roomPriya Raman and Amara ObiWell ahead of 22 Aug 2026

What we are asking of you

  • Tell us honestly what has changed on your side: reorganisation, a system change, a departure or simply a busy quarter.
  • Name one person who will own adoption internally.
  • Let's get the next QBR in the diary before this one closes, so the follow-up is not left open.

Best, Amara

Documentsmade from

Unusual terms

As at Fri 9 Oct 2026
  • Renewal moves to current Growth list price
  • One overdue invoice under review

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

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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.

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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.

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