Dashboards showing stale data

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Pentreath Cold Chain · Dashboards showing stale data

Dashboards showed data 2-3 days old despite new records being added. Bethan Lister identified CRM authentication change breaking nightly refresh jobs.

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What happened

What this says

As at Fri 9 Oct 2026

Dashboards showed data 2-3 days old despite new records being added. Bethan Lister identified CRM authentication change breaking nightly refresh jobs.

Problem: Dan Hosken reported that dashboards had stopped refreshing and were showing data from several days prior. Handling: Bethan Lister asked about recent CRM authentication or session management changes. Customer confirmed updating session management on 30 Apr 2026, which was causing refresh jobs to timeout on authentication. Outcome: Root cause identified; customer re-authenticated the connector and monitoring confirmed refresh restored by 5 May 2026.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categorydata_freshness

Channelemail

First response (min)136

CSAT5

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created · Dan Hosken 30 Apr 2026 12:03
The dashboards have stopped refreshing. Everything is showing data from a couple of days ago even though we've added new records since. Can you check the nightly refresh?
Public reply · Bethan Lister 30 Apr 2026 14:19
Hi Dan, just so I've got this right: your dashboards are a few days behind and not showing the most recent records. Can you tell me if you've made any changes to your CRM authentication or session management recently? That would help me understand what's happening. Thanks, Bethan.
Public reply · Dan Hosken 1 May 2026 11:25
Yes, we updated our session management on 30 Apr 2026. That's probably the issue. What do we need to do to fix it?
Internal note · Bethan Lister 1 May 2026 16:30
Root cause confirmed: CRM session management changed 30 Apr 2026. Refresh jobs hitting authentication timeouts. Customer to re-authenticate the connector. Monitoring tomorrow's refresh.
Status change · Bethan Lister 5 May 2026 16:45
Status change · 9 May 2026 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

Help & Support

Open as a page

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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