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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Current to 14 Oct 26

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 · 14 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

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.

Who to contact

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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