Request: dashboard date filtering

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Wattlebrook Insurance Services: documents · Request: dashboard date filtering

Brodie Kennedy requested date filtering for dashboards to avoid rebuilding queries. Expressed satisfaction with brain value. BB-Demo escalated feature request to product team.

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What happened

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Current to 11 Oct 26

Brodie Kennedy requested date filtering for dashboards to avoid rebuilding queries. Expressed satisfaction with brain value. BB-Demo escalated feature request to product team.

Problem: Customer wanted filters on dashboards so teams can narrow date ranges without rebuilding queries.

Handling: BB-Demo clarified the request and escalated to product team. Customer expressed getting great value from the brain. First response 336 minutes.

Opportunity: Engaged customer showing strong adoption and requesting enhancements; positive signal for renewal and expansion.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelweb

First response (min)336

CSAT5

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created · Brodie Kennedy 2 Jul 2026 12:26
We've been getting great value from the brain, and the team would benefit from being able to filter dashboards by date range without rebuilding them. The claims team especially would like to narrow down historical queries quickly. Is this something you could add?
public_reply · Bethan Lister 2 Jul 2026 18:02
Thanks for this. Just so I've got this right, you're after filters on dashboards so the team can re-run queries with different date ranges without editing? That's a good use case. I'll pass this to the product team and get back to you. Thanks, Bethan
public_reply · Brodie Kennedy 6 Jul 2026 16:04
Perfect. That's exactly what we need. When might it be available?
status_change · Bethan Lister 7 Jul 2026 12:26
status_change · 11 Jul 2026 23:59

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Data	Records
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BB-Demo staff	48
Calls	1,382
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Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

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