Dunholm Precision / BB-Demo – Training
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Dunholm Precision: documents · 2025-01-27 12:15
Callie Brennan trained Jas Dhillon and Nathan Booth on saving pages, building a dashboard and sharing. Both left with working assets and a use that replaces manual Monday reporting. No commercial concerns were raised.
What was said
What this says
Current to 11 Oct 26Callie Brennan trained Jas Dhillon and Nathan Booth on saving pages, building a dashboard and sharing. Both left with working assets and a use that replaces manual Monday reporting. No commercial concerns were raised.
What happened: Callie Brennan led a 77 minute training session. Jas Dhillon built a reusable customer call prep page and Nathan Booth built a dashboard of orders due and quality tickets.
Customer view: Jas had already used the brain on a live customer call and found it useful. Nathan said the Monday report is currently made by hand, so the dashboard replaces real manual work.
Commercial: Nathan asked about the connector limit. Callie said they are well inside the fixed number on their plan and nothing needs doing now.
Watch: A call missing from search was put down to the refresh timing, with a check promised if it is still absent. Only two people attended, so wider rollout is not yet shown.
Themes
Current to 9 Oct 26Theme
Pages and dashboards training
Importance
praise
Sentiment
positive
Voice
user
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Callie Brennan to send the written steps for the page and the dashboard.
- Callie Brennan to check the missing call if it is not in search the next day.
Risks
Current to 9 Oct 26- A recorded call was missing from search, which could read as stale data if it recurs.
- Only two customer users attended, so adoption beyond them is not yet shown.
Opportunities
Current to 9 Oct 26- The Monday dashboard could be shared with the head of customer operations and widen adoption.
- Reusable pages show value to sales engineering and may lead to more users on the plan.
Transcript
Callie Brennan NoneAfternoon, both. Hope the weekend was good. Are we waiting for anyone?
Jas Dhillon NoneAfternoon. No, just us. Good weekend, yeah, bit of rain, nothing exciting. Nathan's on his way, he's grabbing a coffee.
Nathan Booth NoneI'm here. Sorry, kettle was slow. Afternoon.- Callie Brennan NoneNo problem. So, today. Last time was asking questions. Today is making what you find reusable: saving pages, building a simple dashboard, and sharing. And I want to leave time at the end for anything that went wrong since Friday.
- Jas Dhillon NoneOne thing on that. I used it on a call on Friday afternoon, an actual customer call. It was really useful, but I asked it the same question three times that week for different customers. Is there a way not to retype it?
- Callie Brennan NoneThat's exactly the right place to start. A page. You write the question once, with the customer as a thing you fill in, save it, and anyone with access can run it. Let's build yours.
- Jas Dhillon NoneOkay. What was it... what are open orders, are any late, what did they say on the last call, and any open quality tickets.
- Callie Brennan NoneFour questions, one page. Create page, top right. Give it a name. Something you'd recognise in three months.
- Jas Dhillon NoneCustomer call prep. Imaginative, I know.
- Callie Brennan NonePerfect, honestly. Plain is good. Now add each question as a block. Then at the top, add a customer field, so it asks which customer before it runs.
- Nathan Booth NoneCan I ask something about who can edit that? If Jas builds it, can somebody else break it?
- Callie Brennan NoneGood one. The person who creates it owns it. Others can run it, and you can allow edit for named people. You as admin can see all of them. I'd say keep it tight for now. Only the owner edits.
- Nathan Booth NoneThat suits me.
- Jas Dhillon NoneLet me run it. Customer, an aerospace one this time.
- Jas Dhillon NoneThat's... yeah, that's good. All four, in one go. The only thing is the late orders come out in a long list. Could that be a table?
- Callie Brennan NoneIt can. Edit that block and change the layout to table. Then pick the columns. Customer, part, promised date, status.
- Jas Dhillon NoneDone. Better. Much better.
- Callie Brennan NoneNow dashboards. Nathan, you're more likely to want these. A dashboard is a set of charts that refresh with the data. Let's build one. What would you want to see on a Monday morning?
- Nathan Booth NoneHonestly? Orders due this week by customer, and quality tickets opened and closed. Ruth asks for that every Monday and I make it by hand.
- Callie Brennan NoneThen that's the one. Dashboards, new, and we start with orders due this week.
- Nathan Booth NoneRight, I've got a bar chart. It's showing all customers, there are lots of them. Can I limit it to the top few?
- Callie Brennan NoneYes, there's a limit setting under the chart options. Set it to the top ten by value, or whatever you prefer. And if you want a specific customer, you add a filter.
- Nathan Booth NoneOkay. And the second chart, tickets. It's asking me which date field. Created or closed?
- Callie Brennan NoneTwo series, one each. Opened is created, closed is the closed date. If you pick just one you'll only see half the story.
- Jas Dhillon NoneSorry, go on. I was about to say, can I get a copy of the dashboard on my side?
- Callie Brennan NoneYou can view it if Nathan shares it. Nathan, there's a share button, then add Jas as a viewer. Then Ruth, when you're ready.
- Nathan Booth NoneShared. Jas, check it's turned up.
- Jas Dhillon NoneIt's here. Looks good. The tickets chart has a spike last week, is that real?
- Nathan Booth NoneThat's real, we had a batch issue. I'd have to ask Ruth for the details, she'll want to say it herself.
- Callie Brennan NoneWhich is exactly why it's worth having in front of her. Let me run through what to check each time a refresh looks odd, before you ring me. Check the refresh time, check the source sample, check whether the export for that night actually arrived.
- Nathan Booth NoneCan I ask about the number of connectors we can have? Ruth was asking.
- Callie Brennan NoneOn your plan there's a fixed number, and you're well inside it with the sources we've done so far. If you wanted to add more later we can talk about that, but nothing needs doing now. I'd focus on getting these three solid.
- Callie Brennan NoneRight, anything that went wrong since Friday?
- Jas Dhillon NoneOne thing, a call didn't show up. It was recorded, I'm sure, but it wasn't in search.
- Callie Brennan NoneLikely that it was recorded after the last refresh, so it will come in tonight. If it's not there tomorrow, tell me which call, and I'll check.
- Callie Brennan NoneThanks, both. I'll send the note with the page and the dashboard steps. Cheers. Bye.
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