How do I build a custom dashboard?

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Wattlebrook Insurance Services: documents · How do I build a custom dashboard?

Jess Mitchell (Head of Business Systems) requested help building custom dashboard for broker submissions tracking. Team member got stuck. BB-Demo initiated walkthrough.

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What happened

What this says

Current to 11 Oct 26

Jess Mitchell (Head of Business Systems) requested help building custom dashboard for broker submissions tracking. Team member got stuck. BB-Demo initiated walkthrough.

Problem: Senior stakeholder needs guidance on dashboard builder. Team member attempted build earlier this week and encountered difficulty.

Handling: BB-Demo identified that understanding data source (CRM, brain queries, or both) is key to helping. First response 304 minutes. Walkthrough in progress.

Watch: Leadership-level request; success can drive adoption; failure could undermine feature confidence.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelweb

First response (min)304

CSAT5

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created · Jess Mitchell 22 Jul 2026 17:51
Hi, we'd like to build a custom dashboard to track broker submissions by type and status. Someone from the team tried setting it up earlier this week but got stuck. Could you walk us through the basics?
public_reply · Olivia Grant 22 Jul 2026 22:55
Hi Jess, happy to help with that. The builder is straightforward once you get the hang of it. Are you filtering on your CRM data, queries from the brain, or both? That'll help me point you in the right direction.
status_change · Olivia Grant 4 Aug 2026 16:51
status_change · 8 Aug 2026 23:59

Helpdeskmade from

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.

Help Ask B