Brinkerhof Distributie / BB-Demo – Training
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Brinkerhof Distributie: documents · 2026-01-26 11:00
Laura trained Joost and Bas on chat, search and the dashboards builder. Joost built a rolling view of open complaints and late deliveries and called it better than his spreadsheet. Forty licences are only lightly used.
What was said
What this says
Current to 11 Oct 26Laura trained Joost and Bas on chat, search and the dashboards builder. Joost built a rolling view of open complaints and late deliveries and called it better than his spreadsheet. Forty licences are only lightly used.
What happened: Laura Penhaligon ran an 81 minute training for Joost van der Linden, a Key Account Manager, with Bas Kuijpers, the Business Intelligence Specialist, listening. Joost asked real questions, opened sources and built a saved dashboard.
Customer view: Joost said the dashboard was a lot better than his spreadsheet. He had checked earlier answers in the ERP because he did not trust some of them, and source links now let him verify without leaving the brain.
Commercial: The dashboards builder is part of Growth and the customer is using it. Laura noted there are forty licences and only a few in use, so the headroom is in adoption, not upgrade. Bas said more people had logged in this month.
Watch: Bas said emails that only came by email from finance are not all in the brain yet, so the credit view is the ERP part of the story. Bas is the admin and mapping fixer, which makes him a key-person dependency.
Themes
Current to 9 Oct 26Theme
Dashboards builder adoption
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- Laura to send a short guide with the steps and how to ask for a fix.
- Bas to send the mapping fix from the example the next day.
- Joost to show the dashboard to the other account managers on Monday.
Risks
Current to 9 Oct 26- Credit queries that arrived only by email from finance are not all indexed yet, so the view is incomplete.
- Only a few of the forty licences are in use, so value is not yet visible across the team.
Opportunities
Current to 9 Oct 26- A short session for the whole account manager team could fill more of the forty Growth licences.
- Joost plans to show the shared dashboard at the team meeting, which could spread usage.
Transcript
Laura Penhaligon NoneGood morning, Joost. Good morning, Bas. Can you both hear me?
Joost van der Linden NoneMorning. Yes, I hear you. I have my second screen ready, so I can follow along and click myself.
Bas Kuijpers NoneMorning, Laura. I am here to listen and to answer if Joost asks something about the data.- Laura Penhaligon NonePerfect. Joost, I will keep it practical, with your own installers. Just stop me whenever something is unclear. Have you used it before today?
- Joost van der Linden NoneA little. I asked it a few questions last week. Some answers were very good, some I did not trust, so I checked in the ERP.
- Laura Penhaligon NoneThat is exactly the right habit. We will look at why it gave those answers, and at how to see where a number comes from. Let me share my screen.
- Laura Penhaligon NoneSo this is the installer page for your biggest account. Orders on the left, delivery complaints in the middle, credit queries on the right. Everything on one page, which is what the account managers asked for.
- Joost van der Linden NoneOh, that is nice. Normally I have three windows open for this. So the complaints here, are those live?
- Bas Kuijpers NoneThey refresh overnight. Not live, but the day before is complete.
- Joost van der Linden NoneThat is fine for me. I normally call them in the morning anyway.
- Laura Penhaligon NoneNow, the chat. Click on it, bottom right. Try asking something real. What would you ask before a visit to this installer?
- Joost van der Linden NoneHm. Let me type. Which orders were delivered late to this installer in the last quarter, and did they complain?
- Laura Penhaligon NoneGood question. See it, it lists the orders, and below each answer there are sources. Click one. That takes you to the original record.
- Joost van der Linden NoneAh, so that is how I can check it without going to the ERP. Yes, that one is right. I know that delivery, there was a pallet problem.
- Laura Penhaligon NoneExactly. And if the sources look wrong, tell Bas. It is almost always a mapping issue, not the question.
- Bas Kuijpers NoneYes, send me the example and I fix the mapping. Takes me a few minutes usually.
- Laura Penhaligon NoneNext, search. It is different from chat. Chat answers a question, search finds the thing. Type the name of a smaller installer, one you do not know by heart.
- Joost van der Linden NoneOkay. I try one from Flanders. Yes, it finds the account, the contact and some emails. I did not know there were emails here.
- Laura Penhaligon NoneThose come from the mailbox connector Bas added. They are only the emails the sharing rules allow, so you see what your team may see.
- Bas Kuijpers NoneI kept the rules narrow at first. We can widen it if the team wants more.
- Joost van der Linden NoneI would like that. Sorry, can I ask, is there a way to save a view? Every Monday I look at the same things for my top installers.
- Laura Penhaligon NoneYes, that is the dashboards builder, and it is part of Growth. Let me show you. You pick the numbers, the filter and the installers, and save it. It then updates every night.
- Laura Penhaligon NoneSo now you build one. Try it with open complaints and late deliveries for your top installers. Take your time, I am here.
- Joost van der Linden NoneOkay, I have the installers in. The filter, where do I set the period?
- Laura Penhaligon NoneTop right, the little calendar. Set it to rolling, so it moves with the date, otherwise you have to change it every week.
- Joost van der Linden NoneAh, rolling. Yes. Done. That is a lot better than my spreadsheet, honestly.
- Bas Kuijpers NoneYou can share it with the other account managers too, so they do not build the same thing.
- Laura Penhaligon NoneGood point. Share it with the team, and then they have a starting place. Femke asked me last time whether the account managers use it, and this is how you answer that one.
- Joost van der Linden NoneI will tell the others on Monday. Maybe I show it in our team meeting, five minutes.
- Laura Penhaligon NonePlease do. If you want, I can join for a short session with the whole team, there are forty licences and you are only using a few of them yet.
- Bas Kuijpers NoneI think the usage has already gone up compared to before the holidays. More people have logged in this month.
- Laura Penhaligon NoneI saw that too, it is moving in the right direction. Let's try one more thing before we finish. Ask it for the credit queries that are still open for this installer.
- Joost van der Linden NoneYes. Typing. Hm, it says two open, and shows the sources. Is that complete, Bas?
- Bas Kuijpers NoneFrom the ERP, yes. The ones that only came by email from finance are not all there yet. I am working on it with them.
- Laura Penhaligon NoneRight, so for now treat that view as the ERP part of the story. Good to say it clearly to your colleagues, so nobody trusts it too much.
- Joost van der Linden NoneUnderstood. That is useful to know.
- Laura Penhaligon NoneOkay. Anything else you want to cover? Otherwise I send a short guide with the steps we did, and a note on how to ask for a fix.
- Joost van der Linden NoneNo, that was clear. Thank you, Laura, this was really useful.
- Bas Kuijpers NoneThanks. I will send the mapping fix from the example tomorrow.
- Laura Penhaligon NoneLovely. Have a good week, both. Speak soon.
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