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Penmaen Software - QBR

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Penmaen Software logo Penmaen Software · QBR deck · final · 19 Jun 2025

Quarterly business review deck for Penmaen Software on the Growth tier, presented by Marcus Bell on 19 Jun 2025. It shows contracted ARR of £44k, 40 licensed users with just under ten active, and a term ending 24 Jul 2025.

What it says

What this says

As at Fri 9 Oct 2026

Quarterly business review deck for Penmaen Software on the Growth tier, presented by Marcus Bell on 19 Jun 2025. It shows contracted ARR of £44k, 40 licensed users with just under ten active, and a term ending 24 Jul 2025.

What it is: a customer-facing QBR deck from the Customers/Penmaen Software/QBRs folder, presented by Marcus Bell. It covers account position, usage, value, support and next steps ahead of renewal.

Commits: it is not a contract and sets no service levels or price. Next steps are Marcus widening usage and agreeing value measures, and Tom owning the renewal: "Tom will be in touch about the renewal order form".

Unusual: usage is thin for the licence. "A small group asks most of the questions", which is a key-person risk, against 40 licensed users.

Not settled: the deck does not show whether the renewal was signed or at what price. It is dated 19 Jun 2025, so the account position is stale as of today and Tom Ashdown is named as account owner without any HR check.

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

As found in this document

As at Fri 9 Oct 2026
  • Date end24 Jul 2025Source: the AI read of this record
  • Date renewal24 Jul 2025Source: the AI read of this record
  • Price£44,100Source: the AI read of this record
  • Current term ends24 Jul 2025Source: the AI read of this record
  • Licensed users40Source: the AI read of this record
  • Annual recurring revenue (contracted)£44,100Source: the AI read of this record

Body

Penmaen Software - QBR

Quarterly business review, Growth tier Presented by Marcus Bell, Customer Success Manager, BG-Demo 19 Jun 2025

Slide 1: Agenda

  • Where your account stands
  • How the brain is being used
  • What it is doing for you
  • Issues and support
  • Plan for the coming weeks, including renewal

Slide 2: Account at a glance

ItemPosition
Customer since25 Jul 2024
TierGrowth
Licensed users40
Annual recurring revenue (contracted)£44k
Current term ends24 Jul 2025
Account ownerTom Ashdown
Customer success managerMarcus Bell

Slide 3: Usage

  • Active users over the last thirty days averaged just under ten, against 40 licensed users.
  • That is a small rise on the previous quarter, so usage is steady and slightly improving rather than falling away.
  • There is a lot of headroom in the licence. Most of the team that could be asking questions is not yet doing so.
  • I've pulled the numbers by person. A small group asks most of the questions, which is worth widening so the value does not depend on a few people.

Slide 4: Value

Read the whole document (2,467 characters)

You bought Growth so that customer success could read tickets, renewals and usage per leisure operator in one place.

  • The brain gives your team one layer to ask about each operator, without reconciling separate systems by hand.
  • Dashboards and quarterly reviews like this one are included in the Growth tier.
  • To make the value easy to show internally, we suggest agreeing two or three questions your team asks every week and tracking how often they are asked.

Slide 5: Issues and support

AreaLast thirty days
Support ticketsNone
High-priority ticketsNone
Overdue invoicesNone

Nothing is open on our side. If there are things your team has stopped asking the brain because they did not trust the answer, we would like to hear about it.

Slide 6: Plan and next steps

  1. Widen usage. Happy to jump on a call with your customer success team to show how to ask more of the brain. Owner: Marcus.
  2. Agree the value measures. Pick the questions that matter most and review them at the next check-in. Owner: Marcus with your team.
  3. Renewal. The current term ends on 24 Jul 2025. Tom will be in touch about the renewal order form, and I will make sure he has the usage picture first. Owner: Tom.

Shall we book 30 minutes with the wider team before the term ends?

Thanks, Marcus

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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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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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