How do I set up the first dashboard?

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Pentreath Cold Chain · How do I set up the first dashboard?

Dan asked for guidance on building the first dashboard after watching the tutorial. Callie offered structured guidance starting with identifying which data to display first and proposed a call to review the three main dashboard panels.

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What happened

What this says

As at Fri 9 Oct 2026

Dan asked for guidance on building the first dashboard after watching the tutorial. Callie offered structured guidance starting with identifying which data to display first and proposed a call to review the three main dashboard panels.

Problem: Dan was one week into the implementation and needed help with the first dashboard setup despite watching the tutorial video.

Handling: Callie offered a structured approach: identify which data to display first (client name, contract reviews, or recent orders), build a template starting with that choice, and review the controls together. She proposed a call to walk through the three main panels and map the data architecture to the UI.

Watch: Standard onboarding adoption question; early engagement shows Dan was actively working through the system.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelweb

First response (min)577

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created · Dan Hosken 30 Jan 2024 15:08
We've been live for a week and I've been trying to get a dashboard set up so the account managers can see all their client information in one place. I watched the tutorial video but I think I'm missing a step somewhere. Should I start with the templates or build from scratch? What's the best way to get up and running?
Public reply · Callie Brennan 31 Jan 2024 00:45
Hi Dan, great question. Before we switch on the refresh, let me walk you through the dashboard setup. What I need from your side is to tell me which data you want to see first: is it the client name, the contract reviews, or the recent orders? That maps cleanly to the three main panels. Once you've decided, I'll build you a template to start with and walk you through the controls. How does tomorrow morning sound for a quick call to run through it? Thanks, Callie
Status change · Callie Brennan 22 Feb 2024 12:51
Status change · 26 Feb 2024 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Help & Support

B-Glass 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 site 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 B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

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