How to build a dashboard

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Stainmore Haulage · How to build a dashboard

Aaron Graham asked about building a custom traffic office dashboard on 9 May 2025. He found a tutorial video but needed help with formula syntax. Olivia Grant offered guidance.

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As at Fri 9 Oct 2026

Aaron Graham asked about building a custom traffic office dashboard on 9 May 2025. He found a tutorial video but needed help with formula syntax. Olivia Grant offered guidance.

Problem: Aaron wanted to create a dashboard but was unsure if the capability was available. He found the dashboard builder tutorial and self-served.

Handling: Olivia encouraged him and offered to walk through a formula example. The ticket was solved on 19 May 2025.

Watch: This is an expansion signal. Aaron is exploring Growth tier features (dashboards). His initiative to self-serve shows strong engagement.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelweb

First response (min)498

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created · Aaron Graham 9 May 2025 08:39
Hi, I'd like to create a custom dashboard to track some key metrics for the traffic office. Is that something I can do, or do I need specialist help?
Public reply · Aaron Graham 9 May 2025 10:27
Actually, I found a tutorial video on the dashboard builder, looks like I might be able to figure it out myself. But I'm still a bit stuck on the formula syntax.
Public reply · Olivia Grant 9 May 2025 16:57
Hi Aaron, brilliant that you found the tutorial. The formula syntax is straightforward once you get the hang of it. I'm happy to walk you through a simple example. Let me know what you'd like to track. Thanks, Olivia.
Status change · Olivia Grant 19 May 2025 11:07
Status change · 23 May 2025 23:59

Helpdeskmade from

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.

Help