How to build a client performance dashboard

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Pentreath Cold Chain · How to build a client performance dashboard

Dan asked for help building a dashboard to show client metrics (order count, temperature incidents, contract review dates) for account reviews. Bethan offered a live walkthrough. No further communication shown in ticket.

Priority high

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What happened

What this says

As at Fri 9 Oct 2026

Dan asked for help building a dashboard to show client metrics (order count, temperature incidents, contract review dates) for account reviews. Bethan offered a live walkthrough. No further communication shown in ticket.

Problem: customer new to dashboard builder; needed guidance on constructing a multi-metric dashboard for account management.

Handling: Bethan offered a live training call. Customer confirmed availability on Thursday afternoon.

Watch: ticket marked closed but no confirmation of training call completed or outcome. Evidence does not show whether the dashboard was successfully built.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelemail

First response (min)93

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created · Dan Hosken 31 Oct 2024 13:13
Hi, I'd like to build a dashboard that shows each of our pharmaceutical clients' key metrics: order count, temperature incidents, contract review dates. I've seen the dashboard builder but I'm not sure how to start. Could you walk me through it? This would be really valuable for our account reviews.
Public reply · Bethan Lister 31 Oct 2024 14:46
Great question, and perfect timing. The dashboard builder is straightforward once you know the setup. I can walk you through it live so you see how the filters and grouping work. Are you free for a quick call this week?
Public reply · Dan Hosken 4 Nov 2024 10:49
That'd be brilliant. I'm free Thursday afternoon if that works for you?
Status change · Bethan Lister 5 Nov 2024 14:53
Status change · 9 Nov 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

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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