Regional dashboard view across branches
Ticketclosed
Merriott Lyle Distribution · Regional dashboard view across branches
Deepa requests a consolidated dashboard view showing all orders, disputes and calls for trade accounts across branches, to help region managers shift from spreadsheets to the brain.
What happened
What this says
As at Fri 9 Oct 2026Deepa requests a consolidated dashboard view showing all orders, disputes and calls for trade accounts across branches, to help region managers shift from spreadsheets to the brain.
Problem: Branch managers run separate reports for each branch instead of using the brain to see account patterns holistically.
Handling: Deepa clearly explained the use case; managers need to see orders, disputes, calls and account status across branches. Olivia confirmed understanding and escalated to the product team.
Watch: This signals demand for multi-dimensional data consolidation. Delivering it could displace spreadsheets and deepen adoption across regions.
Details
Updated 9 Oct 26Trail
created · Deepa Chauhan 24 Sep 2025 16:55Hi team, looking ahead to next month's review with the regions, it would be really useful to pull together a single account view that shows all orders, disputes and calls across a trade account's branches in one dashboard. Right now, the branch managers are still running their own reports when they want to see an account from their angle. The brain has all this data: can we surface it in a way that lets them answer 'where has this account ordered from us, what issues are outstanding, and what's been discussed' without jumping between views? Not urgent, but it would help us get the regions to trust the brain over their spreadsheets. Thanks, Deepa- Public reply · Olivia Grant 25 Sep 2025 03:47Hi Deepa, thanks for raising this. I can see how a consolidated view would help the regions, they'd have everything in one place rather than hunting across different screens. Just so I've got this right, you're looking for a dashboard that shows all orders, disputes and calls for a trade account, regardless of which branch they're from? And would this be a one-time view or something the branch managers would check regularly? I'll get this in front of the product team once I've understood the full picture. Thanks, Olivia
- Public reply · Deepa Chauhan 26 Sep 2025 14:38Cheers Olivia. Yes, that's it, one view across all the branches. The managers would use it every time they're working an account to spot patterns. And yes, we'd want to see orders, disputes, calls, and ideally the account status, so they can see which accounts are at risk. Our branch data is clean, so I think the mapping would be straightforward on your end. Could you tell me what the next steps are? Thanks, Deepa
- Public reply · Olivia Grant 26 Sep 2025 14:58Got it, Deepa, that's really helpful. I've added this to the product backlog for review. The team will have a look and someone will get back to you with next steps once they've had a chance to scope it out. In the meantime, there are other ways to explore the data if the regions want to dig in from different angles. Thanks, Olivia
- Status change · 30 Sep 2025 23:59