Bethan Lister

016-0006

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Brannock Medical Supplies: documents logo Brannock Medical Supplies: documents · 016-0006

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.

Priority normal

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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

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryhow_to
Channelweb
First response (min)259
CSAT5
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Ticket text has not been written yet; the trail is from the helpdesk.

  1. Lee Garside
    public_reply · Lee Garside 23 Oct 2024 09:10
  2. Lee Garside
    created · Lee Garside 23 Oct 2024 10:10
  3. Bethan Lister
    public_reply · Bethan Lister 23 Oct 2024 14:29
  4. Bethan Lister
    public_reply · Bethan Lister 25 Oct 2024 13:22
  5. Bethan Lister
    status_change · Bethan Lister 30 Oct 2024 13:22
  6. status_change · 3 Nov 2024 23:59
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