How to build dashboards

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Brinkerhof Distributie: documents · How to build dashboards

Customer requested guide or training on building dashboards for account managers. Bethan offered to walk through setup via call and highlighted per-manager filtering.

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Current to 12 Oct 26

Customer requested guide or training on building dashboards for account managers. Bethan offered to walk through setup via call and highlighted per-manager filtering.

Request: Femke van Gestel asked for help creating dashboards so each account manager can track installer metrics. Opportunity: Bethan positioned dashboards as a Growth-plan feature, explained the drag-and-drop editor and per-manager filtering, and offered live walkthrough training. Customer response: Femke accepted the call, confirming investment in adoption. Watch: This signals feature readiness and upsell potential; training call should include best-practices and advanced use cases to deepen engagement.

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

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Updated 9 Oct 26

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Categoryhow_to

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First response (min)301

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created · Femke van Gestel 16 Mar 2026 16:00
Hi, we want to create a dashboard for our account managers, one where they can see key metrics on their installer accounts. Do you have a guide, or can someone walk us through the setup?
public_reply · Bethan Lister 16 Mar 2026 21:01
Hi Femke, brilliant, dashboards are one of the best bits of the Growth plan. Dashboards let you drag and drop the metrics you want and set filters. You can have separate dashboards per manager, which works nicely. I can absolutely walk you through setting up the first one if that helps. Want a quick call next week? Thanks, Bethan
public_reply · Femke van Gestel 18 Mar 2026 13:23
Perfect. A call would be great, let's do it next week. We want each manager to see their own dashboard so they can track their installer accounts. Groetjes, Femke
status_change · Bethan Lister 20 Mar 2026 14:52
status_change · 24 Mar 2026 23:59

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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

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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.

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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.

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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.

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