Veenendrecht Payments / BG-Demo – Training
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Veenendrecht Payments · 7 Apr 2026 14:15
Laura Penhaligon trained Daan Visser on the dashboards builder on 7 Apr 2026. He built three tiles for his weekly risk meeting and said it saves him half a day. Usage is growing but is a long way from the 40 licensed seats.
What was said
What this says
As at Fri 9 Oct 2026Laura Penhaligon trained Daan Visser on the dashboards builder on 7 Apr 2026. He built three tiles for his weekly risk meeting and said it saves him half a day. Usage is growing but is a long way from the 40 licensed seats.
What happened: Laura Penhaligon trained Daan Visser on the dashboards builder, which comes with the Growth plan. Daan built three tiles: disputes by merchant, open tickets and volumes.
Customer view: Daan is in the brain most days and the merchant success leads are now using it. He said the dashboard replaces screenshots pasted into a slide for the weekly risk meeting.
Commercial: Daan said the team is a long way from the 40 licensed seats, so there is no user headroom case yet. The value signal is adoption and the dashboards the customer is now building.
Watch: Ruben was absent and will pick it up from the recording. Daan was unsure whether volumes from another system will line up with disputes by merchant name, and that mismatch is still open.
Themes
As at Fri 9 Oct 2026Theme
Dashboards builder training
Importance
praise
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Laura Penhaligon sends a short note on the dashboard steps for Ruben and the merchant success leads.
- Elena, the customer success manager, sets up the regular check-ins.
- Daan tells Ruben about the merchant name mismatch and raises a ticket naming any tile that looks wrong.
Risks
As at Fri 9 Oct 2026- Ruben was absent and the merchant name mismatch between systems is still with him, so tile accuracy may be questioned.
- Use is concentrated in Daan and a few merchant success leads, a long way below the 40 licensed seats.
Opportunities
As at Fri 9 Oct 2026- Daan plans to share the dashboard beyond his own team once he sees how it behaves, which would deepen adoption on the Growth plan.
- Quarterly merchant stories for reviews could become a repeatable use that shows value.
Transcript
Laura PenhaligonHello Daan. Good afternoon. Can you hear me?
Daan VisserGood afternoon, Laura. Yes, all fine here.- Laura PenhaligonRuben not with us today?
- Daan VisserNo, he sends apologies, he's tied up. He said just show me the dashboards and he'll pick it up from the recording.
- Laura PenhaligonThat's fine. How was your Easter break, if you took one?
- Daan VisserQuiet, thankfully. Long weekend, a lot of rain, a lot of tea. And yours?
- Laura PenhaligonMuch the same. Right, so last time we did chat, search and pages. I gather you've been using it since.
- Daan VisserMore than I expected, honestly. I'm in it most days. And the merchant success leads are on now, Ruben invited them. A few of them ask me how to phrase things, which is a good sign.
- Laura PenhaligonThat's great to hear. What are they asking for most?
- Daan VisserMostly the same thing I wanted. A merchant, and everything about them in one place. Disputes, volumes, what they've written to us about. They like the page I shared.
- Laura PenhaligonGood. So today is the dashboards builder, which comes with your Growth plan. It's the next step up from pages. A page is a saved answer. A dashboard is several of them laid out together, with a bit of control over how it's cut.
- Daan VisserThat's what I need for the weekly risk meeting. Right now I paste screenshots into a slide.
- Laura PenhaligonThen let's replace the slide. I'll share. Can you see the builder?
- Daan VisserYes, it's a blank canvas.
- Laura PenhaligonRight. Tell me what you'd put on it if you could have anything.
- Daan VisserHmm. Disputes by merchant over time, the biggest movers. Open tickets for those same merchants. And their volumes, so I can tell whether a dispute spike is just a busy month.
- Laura PenhaligonPerfect, three tiles. Start with disputes. You add a tile, then ask the question in plain words, the same as chat, and pin the answer.
- Daan VisserOkay, so I've got the first tile. It's a table, can I make it a chart?
- Laura PenhaligonYes, switch the view at the top right of the tile. Line suits time, bar suits comparing merchants.
- Daan VisserLine then. Oh, that's a bit spiky.
- Laura PenhaligonTry grouping by week instead of by day. It smooths it.
- Daan VisserBetter. That's readable. I could put that in front of my director.
- Laura PenhaligonGood. Second tile, open tickets. A tip: filter it to the same merchants as the first tile, otherwise you'll get everyone and it'll be noise.
- Daan VisserDone. Third one's volumes. This is where I'm not sure, if the volumes come from a different system, will they line up with the disputes?
- Laura PenhaligonThey should, as long as the merchant is identified the same way in both. Mostly it is. If a name looks off, that's a data tidy-up, and Ruben would be the one to look at it. It came up last time.
- Daan VisserYes, I remember. I'll mention it to him.
- Laura PenhaligonSo now you've got three tiles. Let's set who can see it. You can share with named people or a group. Who should have it?
- Daan VisserMerchant success leads and my own team. Not everybody, not yet. I'd like to see how it behaves first.
- Laura PenhaligonSensible. You've got forty seats licensed, so there's plenty of room later.
- Daan VisserHa, yes. We're a long way from forty. But it's growing.
- Laura PenhaligonIt is. Last thing on this: the dashboard refreshes with the nightly load, so it's yesterday's picture each morning once the refresh is done. Say that in the weekly meeting so nobody expects live figures.
- Daan VisserUnderstood. I'll put a line at the top of the slide. Well, at the top of the dashboard now.
- Laura PenhaligonAnything else you'd like to try while we have time? We've got a good half hour.
- Daan VisserYes. Can I take one of the merchants and see how the story reads over a quarter? Disputes, tickets, notes, everything. For a review I have coming.
- Daan VisserThat's good. That's genuinely what I'd have spent half a day pulling together. I'll check it before the review, of course, but this gets me most of the way.
- Laura PenhaligonChecking is exactly right. It's quick, but it's your name on the review. Right, wrapping up. I'll send you a short note on the dashboard steps for Ruben and the merchant success leads. After that, Elena, your customer success manager, will set up the regular check-ins.
- Daan VisserGreat. And I'll tell Ruben about the merchant name mismatch.
- Laura PenhaligonPlease. And if anything looks wrong on a tile, raise a ticket and tell us which tile.
- Daan VisserWill do. Thanks, Laura. This was really helpful.
- Laura PenhaligonYou're welcome. Speak soon. Bye.
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