Follow-up from our QBR

Email thread

Marcus Bell summarised the QBR: active users are a fraction of the 40 licensed, the Growth term runs to 24 Jul 2025, and he asked Ffion Rees which reports are used most. No customer reply in the thread.

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As at Fri 9 Oct 2026

Marcus Bell summarised the QBR: active users are a fraction of the 40 licensed, the Growth term runs to 24 Jul 2025, and he asked Ffion Rees which reports are used most. No customer reply in the thread.

Ask: Marcus asked Ffion for her team's most-used reports and proposed 30 minutes in the next couple of weeks to review usage with a short summary for Huw.

Customer view: There is no customer response in the thread.

Next: Usage well below the licence is a renewal risk, and also a prompt to refocus adoption. Renewal talks need to start in good time before the term ends.

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

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Updated 9 Oct 26

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First message2025-06-23

Last message2025-06-23

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Marcus Bell 23 Jun 2025 13:00
to Cerys Llewellyn, Huw Bevan, Ffion Rees
Hi all, Thanks for your time on the QBR call. I wanted to put the main points in writing so we all have the same list. - Usage: I've pulled the numbers and the active users are a fraction of the 40 licensed users. It is worth us looking together at which teams could be getting more from it, and I am happy to share the breakdown by team. - Contract: the Growth subscription runs to 24 Jul 2025, so we should pick up the renewal conversation in good time before then. - Next step: Ffion, could you tell me which reports your team uses most? That will help me focus the review. Shall we book 30 minutes in the next couple of weeks to go through the usage together? Huw, I know you like to see use before anything else, so I will bring a short summary you can read quickly. 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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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

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

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.

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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.

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