Building a dashboard with drill-down views

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Penmaen Software · Building a dashboard with drill-down views

Ffion, new to the dashboard builder, asked for step-by-step help creating a dashboard with monthly booking views and drill-down to daily. Bethan provided detailed instructions; Ffion confirmed the dashboard was working.

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Current to 13 Oct 26

Ffion, new to the dashboard builder, asked for step-by-step help creating a dashboard with monthly booking views and drill-down to daily. Bethan provided detailed instructions; Ffion confirmed the dashboard was working.

Problem: Ffion needed guidance on building a multi-level dashboard as a new user. Handling: Bethan gave clear step-by-step instructions. Ffion successfully built the dashboard and confirmed she would test the drill-down feature. Watch: Positive engagement; customer is learning and adopting the dashboard builder.

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

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Updated 9 Oct 26

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created · Ffion Rees 15 Aug 2024 12:03
I'm working on a dashboard that shows monthly bookings across all our venues. I'm new to the dashboard builder and not sure where to start. Also, is there a way to drill down from the monthly view into daily?
public_reply · Bethan Lister 15 Aug 2024 23:00
Great question. Start by clicking New Dashboard, then add a card and select the bookings connector as your source. Choose count as your metric and group by month. To drill down into daily views, you can create a second dashboard with daily granularity and link them with a filter. Happy to walk you through the drill-down bit if you hit any snags.
public_reply · Ffion Rees 19 Aug 2024 16:32
That's really helpful. I've got the dashboard set up and working now. I'll test out the drill-down feature. Thanks for your help.
status_change · Bethan Lister 23 Aug 2024 11:54
status_change · 27 Aug 2024 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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