Onboarding: dashboards and next session

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Onboarding thread. Hamza Akhtar asks Josh Fairburn to pick first example homes for the per-home view. Josh picks four and asks that the source of every dashboard figure be visible, as Natasha will want it.

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As at Fri 9 Oct 2026

Onboarding thread. Hamza Akhtar asks Josh Fairburn to pick first example homes for the per-home view. Josh picks four and asks that the source of every dashboard figure be visible, as Natasha will want it.

Ask: Hamza wants three or four homes as first examples for a per-home view joining family and commissioner contact, incidents and fee invoices. Josh chose four, mostly those with the most commissioner queries lately.

Customer view: Josh says Natasha will want to see where every figure on the dashboards comes from. Trust in the figures matters to the sponsor, and the source needs to be shown next to each one.

Next: Josh will send the home names separately and prefers Thursday afternoon for the session.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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First message2026-05-18

Last message2026-05-19

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Hamza Akhtar 18 May 2026 09:33
to Josh Fairburn
Hi Josh, Good to speak last week. Active use is building up nicely, and the questions people are asking are a good guide to what we should set up next. For the next session I would like to go through the per-home view: contact from families and commissioners, incidents and fee invoices in one place for each home. Before then, could you let me know which three or four homes you would like us to use as the first examples? Natasha mentioned starting with the ones that shout loudest, so I am happy to take your lead. If you can reply by Wednesday I will have things ready for Thursday or Friday. Thanks, Hamza
Josh Fairburn 19 May 2026 12:34
to Hamza Akhtar
Hi Hamza, I have picked four homes, mostly ones with the most commissioner queries lately. I will send the names separately so they are not sitting in a long thread. Thursday works for me, afternoon if possible. One thing: Natasha will want to see where every figure on the dashboards comes from, so can we make sure the source is visible next to each one? Thanks, Josh

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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