How to use dashboard filters

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Kesselfeld Software: documents · How to use dashboard filters

Julia asked how to filter the customer dashboard by health score. Bethan explained the filters panel location and field selection; Julia is actively building custom views.

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Current to 11 Oct 26

Julia asked how to filter the customer dashboard by health score. Bethan explained the filters panel location and field selection; Julia is actively building custom views.

Problem: Julia wanted to segment customers by health score in dashboards. Handling: Bethan explained that the filters panel is on the left sidebar where Julia can pick a field and set ranges. Watch: Strong adoption signal. Julia's team is running and she is now building custom business logic into dashboards (health score filtering for CS check-ins). This demonstrates active value creation. Monitor usage growth and prepare to discuss expansion into more advanced dashboards or additional data sources.

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

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Updated 9 Oct 26

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public_reply · Julia Hartmann 20 Mar 2026 10:46
Hi there, we've got the team up and running on the brain now. Quick question on filters, how do I set up a view for just the customers we should be checking in with?
created · Julia Hartmann 20 Mar 2026 15:57
Hi, I'm looking for guidance on how to set up filters in the dashboard. Specifically, I'd like to be able to segment our customer list by health score. Could you point me to the right place or explain the steps?
public_reply · Bethan Lister 20 Mar 2026 18:18
Hi Julia, thanks for asking. Just so I've got this right: you want to filter the customer view by health score. The filters panel is on the left sidebar, pick the field you want and set your range. Can you try that and tell me what you see? Thanks, Bethan
status_change · Bethan Lister 7 Apr 2026 14:33
status_change · 11 Apr 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.

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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.

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