Creating multi-location dashboard

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Ellerby Dental Group: documents · Creating multi-location dashboard

Rebecca asked how to create a dashboard showing patient complaints across all practices. Olivia confirmed dashboard builder was the right tool and offered hands-on help.

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Current to 11 Oct 26

Rebecca asked how to create a dashboard showing patient complaints across all practices. Olivia confirmed dashboard builder was the right tool and offered hands-on help.

Problem: Customer wanted to consolidate data from multiple locations into one view; unsure which feature to use.

Handling: Rebecca found dashboard builder and asked to confirm. Olivia confirmed it was correct tool and offered setup help. Ticket solved 2025-09-03.

Opportunity: Dashboard adoption signals customer investment in the brain's capabilities. Multi-location reporting indicates Growth or Enterprise feature use.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelemail

First response (min)165

CSAT5

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created · Rebecca Oakes 21 Aug 2025 09:19
How do we create a dashboard that shows all patient complaints across all our practices? We want to pull data from multiple locations in one view.
public_reply · Rebecca Oakes 21 Aug 2025 10:20
Actually, I found the dashboard builder in the menu, is that the tool to use?
public_reply · Olivia Grant 21 Aug 2025 12:04
Yes, that's exactly right. The dashboard builder is what you need. You can add multiple data sources and arrange them however you like. Let me know if you'd like a hand getting started. Thanks, Olivia
status_change · Olivia Grant 3 Sep 2025 13:17
status_change · 7 Sep 2025 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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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.

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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.

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.

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