Building a dashboard for upcoming trust renewals

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Brannock Medical Supplies: documents · Building a dashboard for upcoming trust renewals

Lee Garside asked how to build a dashboard showing trust renewals in the next 90 days. Bethan Lister provided an example dashboard with filtering patterns and proactively followed up. This shows adoption of the dashboard builder for business-critical use.

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Current to 11 Oct 26

Lee Garside asked how to build a dashboard showing trust renewals in the next 90 days. Bethan Lister provided an example dashboard with filtering patterns and proactively followed up. This shows adoption of the dashboard builder for business-critical use.

Problem: Lee needed guidance on filtering and displaying renewal dates in the dashboard builder for an end-of-week deadline. Handling: Bethan provided an example dashboard with clear step-by-step filtering guidance, then checked in proactively. This demonstrates adoption of the dashboards feature for business-critical use by a key-account manager solving a revenue management problem.

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

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Updated 9 Oct 26

Prioritynormal

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Categoryhow_to

Channelweb

First response (min)259

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public_reply · Lee Garside 23 Oct 2024 09:10
This is for an urgent report, my manager wants it by end of week if possible.
created · Lee Garside 23 Oct 2024 10:10
Hi, I need to build a dashboard showing which trusts are coming up for renewal in the next 90 days. The renewal dates are in the data, but I'm not sure how to filter and display them properly in the dashboard builder. Can someone walk me through it?
public_reply · Bethan Lister 23 Oct 2024 14:29
Hi Lee, I can walk you through this. The renewal dates are in the contracts table. I've put together a quick example dashboard showing the filtering pattern, I'll email you the link. You can copy it and adjust the filters to show your 90-day window. Let me know if you've got questions about the steps. Cheers, Bethan.
public_reply · Bethan Lister 25 Oct 2024 13:22
Just checking in, did the example work for you? Let me know if you need any help with the next steps.
status_change · Bethan Lister 30 Oct 2024 13:22
status_change · 3 Nov 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

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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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