Dashboard build for account team

Ticketclosed

Pentreath Cold Chain: documents · Dashboard build for account team

Wes Jago requested help building a dashboard showing contract status, temperature alerts, and pending renewals for a strategy session. Olivia provided a template dashboard; Wes confirmed he'd set up team access.

Priority high

made from

What happened

What this says

Current to 12 Oct 26

Wes Jago requested help building a dashboard showing contract status, temperature alerts, and pending renewals for a strategy session. Olivia provided a template dashboard; Wes confirmed he'd set up team access.

Problem: pharmaceutical account team needed a unified dashboard for strategy planning; customer wasn't sure how to get started with the dashboard builder.

Handling: Olivia offered to guide the build, confirmed Growth tier supports dashboards, then provided a ready-made template with contract data, recent alerts, and renewal dates. Customer confirmed the template met their needs and said team would be set up this week.

Watch: strong signal of product adoption and team investment; customer took the template and ran with it.

AI · claude-haiku-4-5-20251001 · 12 Oct 2026

AImade from

Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelweb

First response (min)79

CSAT5

Helpdeskmade from

Trail

public_reply · Wes Jago 3 Sep 2025 12:53
Our pharmaceutical team will be using it, so I need to make sure we're not hitting any limits.
created · Wes Jago 3 Sep 2025 14:32
We need help building a dashboard for our pharmaceutical account team. They want to see contract status, temperature alerts, and pending renewals all in one place. This is pretty urgent as they're planning a strategy session next week.
public_reply · Olivia Grant 3 Sep 2025 15:51
Hi Wes, I can definitely help you build that. Growth tier supports the dashboards builder, so you're all set. To get started, I'd recommend checking our documentation on connecting the CRM and ticket data. Are you looking to use any custom fields from Salesforce? Cheers, Olivia
public_reply · Olivia Grant 4 Sep 2025 11:37
I've put together a template dashboard that pulls contract data, recent alerts, and renewal dates. It's in your instance now under Templates. You can customise it for your team's view. Let me know if you want me to walk you through it. Cheers, Olivia
public_reply · Wes Jago 4 Sep 2025 11:54
That's perfect, thanks Olivia. The template is exactly what we need. I'll get the team set up with access this week.
status_change · Olivia Grant 10 Sep 2025 17:33
status_change · 14 Sep 2025 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