How to filter dashboard by team

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Marlstone Legal: documents · How to filter dashboard by team

Emma Jagger asked how to set up a dashboard filter for a specific business development team. Bethan Lister explained how to use the Add filter button in the dashboard builder to filter by the CRM team field.

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Current to 11 Oct 26

Emma Jagger asked how to set up a dashboard filter for a specific business development team. Bethan Lister explained how to use the Add filter button in the dashboard builder to filter by the CRM team field.

Problem: User needed guidance on how to limit dashboard visibility to one team's data during dashboard creation.

Handling: Support provided straightforward instructions for using the dashboard builder's Add filter button and the CRM team field as the filter source.

Watch: User is building custom dashboards, showing engagement with the product.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

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First response (min)404

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created · Emma Jagger 27 May 2026 08:22
Question about how to set up a dashboard that shows data only for a specific team within business development. Haven't found the option yet.
public_reply · Bethan Lister 27 May 2026 15:06
You can add filters to your dashboard when you build it. In the dashboard builder, look for the 'Add filter' button in the top right. You'll be able to filter by team from the CRM team field. Let me know if you get stuck on that. Thanks, Bethan
status_change · Bethan Lister 10 Jun 2026 10:36
status_change · 14 Jun 2026 23:59

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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

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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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