Help with dashboards builder

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Veenendrecht Payments · Help with dashboards builder

Customer requested documentation and guidance on dashboards builder for creating a merchant analytics dashboard. Kate Ormerod provided documentation and offered live training.

Priority low

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Current to 13 Oct 26

Customer requested documentation and guidance on dashboards builder for creating a merchant analytics dashboard. Kate Ormerod provided documentation and offered live training.

Problem: Daan Visser wanted to build a custom dashboard showing merchant disputes and transaction volumes to identify patterns and asked for guidance on the dashboards builder.

Handling: Kate Ormerod confirmed dashboards builder is a Growth tier feature and offered documentation, a video walkthrough, and the option of a live training call.

Watch: This is positive adoption activity; the customer is engaged with using a Growth feature.

AI · claude-haiku-4-5-20251001 · 13 Oct 2026

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryonboarding

Channelweb

First response (min)784

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created · Daan Visser 23 Mar 2026 09:48
I'm still getting to grips with the dashboards builder. Is there any documentation or a walkthrough guide on how to create a custom dashboard? We want to build one that shows merchant disputes and transaction volumes together so we can spot patterns. Would be really helpful to have some guidance on this. Thanks
public_reply · Kate Ormerod 23 Mar 2026 22:52
Hi Daan, excellent question. The dashboards builder is a key feature of Growth tier and it's really flexible. I'll send you a link to our documentation and a quick video walkthrough that shows the basics. If you'd like to dive deeper, we can also schedule a call and I can run through building your merchant dashboard with you. Just let me know what works best. Thanks, Kate
status_change · Kate Ormerod 31 Mar 2026 10:30
status_change · 4 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

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.

How to ask

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	225
People at customers	862
BB-Demo staff	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 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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