Getting started with dashboards

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Kenmure Business Telecom · Getting started with dashboards

Shona Baird, Head of Customer Operations, asked how to empower multiple account managers to build their own dashboards instead of requesting them individually. Connor confirmed dashboard builder is enabled on their Enterprise account and offered to set up a template. Closed 3 November 2025.

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What happened

What this says

As at Fri 9 Oct 2026

Shona Baird, Head of Customer Operations, asked how to empower multiple account managers to build their own dashboards instead of requesting them individually. Connor confirmed dashboard builder is enabled on their Enterprise account and offered to set up a template. Closed 3 November 2025.

Problem: growing user base wants self-service dashboard creation rather than putting in requests. Handling: Connor confirmed the feature is Enterprise-included and offered template support. Watch: Shona is a higher-level stakeholder than usual; her sponsorship suggests expansion of dashboard usage across the operations team.

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

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Updated 9 Oct 26

Priorityurgent

Statusclosed

Categoryhow_to

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First response (min)55

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Public reply · Connor Webb 30 Oct 2025 10:04
Hi Shona, thanks for the question. Yes, that's available on Enterprise. Do you want me to send over the dashboard builder guide, or would you prefer a quick walk-through?
Status change · Connor Webb 30 Oct 2025 10:42
created · Shona Baird 30 Oct 2025 12:17
We're getting more people using the brain and a couple of our account managers want to build their own dashboards instead of putting in a request each time. How do we set that up?
Public reply · Connor Webb 30 Oct 2025 13:12
I've had another look at your account setup. You've got dashboard builder enabled. I can give you the steps to let your team start building, or I can set up a template to get you going faster. Let me know what suits you best.
Public reply · Shona Baird 30 Oct 2025 16:36
Let's go with the template. Can you send that through? Cheers, Shona
Status change · 3 Nov 2025 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

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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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