How do I build a dashboard?
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Hollins Tarrant: documents · How do I build a dashboard?
Jenna Price asked how to build a dashboard showing clients and recent account activity from Salesforce. Bethan Lister provided step-by-step guidance and offered documentation or a call; Jenna asked for the guide.
What happened
What this says
Current to 10 Oct 26Jenna Price asked how to build a dashboard showing clients and recent account activity from Salesforce. Bethan Lister provided step-by-step guidance and offered documentation or a call; Jenna asked for the guide.
Problem: Jenna's team wanted to create a dashboard but needed help using the dashboard builder. Handling: Bethan asked clarifying questions about data sources and offered a walkthrough or documentation. The team decided to try the guide first and reach out if stuck. Watch: This shows active engagement with the dashboards feature, suggesting Growth or Enterprise tier adoption.
Details
Updated 9 Oct 26Trail
created · Jenna Price 13 Jul 2026 12:50One of the team wants to create a dashboard showing our clients and recent activity on their accounts. They're not sure how to set that up in the brain. Can you point us towards documentation or walk us through it? Thanks, Jenna.- public_reply · Bethan Lister 13 Jul 2026 18:16Hi Jenna, I'd be happy to help. Can you tell me a bit more about what data they want on the dashboard – which fields from which systems? That'll help me give you the right steps. Thanks, Bethan.
- public_reply · Jenna Price 15 Jul 2026 12:28Sorry for the slow reply – the team's stretched. They want to see client names, last contact date, and whether there's an open opportunity. That's from Salesforce. Is that straightforward to pull into a dashboard?
- public_reply · Bethan Lister 16 Jul 2026 13:30Absolutely, that's exactly what the dashboard builder is for. You'll want to drag in those three fields and set a filter if you like. I can send you a link to the guide, or if you'd rather we can set up a quick call and I can walk your colleague through it. Just so I've got this right – is your team currently using the dashboard builder already, or is this their first time? Thanks, Bethan.
- public_reply · Jenna Price 17 Jul 2026 14:29Thanks Bethan. Can you just send the guide and we'll give it a go? If we get stuck we'll reach out. Thanks, Jenna.