Dashboard not showing latest account data

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Brannock Medical Supplies: documents · Dashboard not showing latest account data

Lee Garside reported contract renewal dashboard showing stale data. Bethan identified an expired Salesforce connector auth token. Customer refreshed token and data caught up.

Priority normal

made from

What happened

What this says

Current to 11 Oct 26

Lee Garside reported contract renewal dashboard showing stale data. Bethan identified an expired Salesforce connector auth token. Customer refreshed token and data caught up.

Problem: Lee Garside reported the contract renewal dashboard had not updated since Monday morning and was missing CRM updates from key trusts.

Handling: Bethan identified the Salesforce connector authentication token had expired on Monday, blocking data sync. She provided token refresh steps; customer completed the update and the nightly refresh then picked up all missing data.

Watch: Auth token expiry is a known failure mode. Customer was satisfied with the fix and support.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categorybug

Channelemail

First response (min)402

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public_reply · Bethan Lister 29 Jul 2024 11:22
Hi Lee, I've got this. Can you tell me exactly which data isn't showing? I'll check the connector status for you.
public_reply · Lee Garside 29 Jul 2024 13:22
The CRM updates from our key trusts aren't coming through. They've all been updated on our side, but the dashboard is still showing the old data.
created · Lee Garside 29 Jul 2024 17:01
Hi, the contract renewal dashboard is showing stale data. It hasn't updated since Monday morning, and it's now Wednesday. The latest trust account updates aren't showing. Can you check if there's a sync issue?
public_reply · Bethan Lister 29 Jul 2024 23:43
Found the issue. Your Salesforce connector's authentication token expired on Monday. I've sent you the steps to refresh it in your brain settings. Once you update it, the next nightly refresh should pull all the missing updates through.
public_reply · Lee Garside 31 Jul 2024 14:52
Done, we've updated the token and this morning's refresh picked everything up. Dashboard is back to normal. Thanks for tracking that down, Bethan.
status_change · Bethan Lister 6 Aug 2024 16:00
status_change · 10 Aug 2024 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

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	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

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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