Request: Broker performance dashboard for distribution team

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Ardcarne Life Assurance: documents · Request: Broker performance dashboard for distribution team

Niamh Costello requested a dashboard consolidating broker performance metrics (calls, meetings, orders, pipeline) for quarterly reviews with distribution leadership.

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Current to 11 Oct 26

Niamh Costello requested a dashboard consolidating broker performance metrics (calls, meetings, orders, pipeline) for quarterly reviews with distribution leadership.

Problem: Distribution team checking multiple pages instead of one unified view. Handling: BB-Demo support identified the dashboards builder as the solution and offered to walk through building it. Niamh clarified metrics needed and quarterly review frequency. Watch: Feature request signals deepening adoption of dashboards tool and expanding use cases. Successful delivery could drive user growth and increased dashboard usage.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Details

Updated 9 Oct 26

Prioritylow

Statuspending

Categoryfeature_request

Channelweb

First response (min)525

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public_reply · Niamh Costello 9 Oct 2026 10:18
Just to clarify - the metrics we need are calls, meetings, order volumes, and pipeline activity, all rolled up by broker. We use this for quarterly performance reviews with them, so accuracy is important.
created · Niamh Costello 9 Oct 2026 13:59
Hi, we're starting to load brokers into the brain now and our distribution leadership has asked if we can give them one view of each broker's activity. At the moment they're checking multiple pages. We'd like a dashboard that pulls together calls, meetings, orders and pipeline by broker, so they have one place to review performance. How would we go about building that? Is this something we can do with the dashboards tool, or what's the best approach?
public_reply · Olivia Grant 9 Oct 2026 22:44
Hi Niamh, thanks for the detail. The dashboards builder is exactly what you need here - you can pull those metrics together and control who sees what. A quick question: are these reviews monthly or quarterly? And would you prefer live data or a weekly refresh? I can walk you through building this in a call, or loop Elena in as well. Cheers, Olivia

Helpdeskmade from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain 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 brain 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 Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain 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.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

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