How to build a custom dashboard

Ticketclosed

Tidecombe Housing · How to build a custom dashboard

Ravi Riley asked how to build a custom dashboard to show key metrics to his team in October 2024. Bethan Lister replied the same evening and proposed a call the next day.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Ravi Riley asked how to build a custom dashboard to show key metrics to his team in October 2024. Bethan Lister replied the same evening and proposed a call the next day.

Problem: Ravi Riley wanted a dashboard to show key metrics to the team but did not know where to start.

Handling: Bethan Lister replied in 356 minutes, proposed identifying the data first and asked for a call. The ticket was solved on 18 Oct 2024 and closed on 22 Oct 2024.

Watch: the record does not show whether the call happened. The customer's first comment is timestamped before the ticket's creation time, and the record does not explain it.

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

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelemail

First response (min)356

CSAT5

Helpdeskmade from

Trail

Public reply · Ravi Riley 9 Oct 2024 09:14
I'm trying to get a dashboard set up but I'm not sure where to start.
created · Ravi Riley 9 Oct 2024 17:43
Hi, can you walk me through how to build a custom dashboard in the brain? We want to show our team some key metrics.
Public reply · Bethan Lister 9 Oct 2024 23:39
Hi Ravi, I can help you build that dashboard. Let's start by identifying which data you want to show. Can we set up a quick call tomorrow? Thanks, Bethan
Status change · Bethan Lister 18 Oct 2024 16:02
Status change · 22 Oct 2024 23:59

Helpdeskmade from

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

Help & Support

Open as a page

Help & Support

B-Viz 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-Viz 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-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help