Dashboards not updating - data stale

Ticketclosed

Leiekant Accountants · Dashboards not updating - data stale

A refresh failure left dashboards stale, with client fees and invoicing dashboards critical. The refresh was restored on 23 Jul 2026 at 11:39; the ticket closed on 27 Jul 2026.

Priority urgent

made from

What happened

What this says

As at Fri 9 Oct 2026

A refresh failure left dashboards stale, with client fees and invoicing dashboards critical. The refresh was restored on 23 Jul 2026 at 11:39; the ticket closed on 27 Jul 2026.

Problem: Jens Maes reported that the dashboards were not updating after a refresh failure, and said the client fees and invoicing dashboards were critical.

Handling: Bethan Lister responded in 26 minutes on an urgent ticket, described a platform-wide refresh issue affecting multiple customers, and added the case to the incident with fees and invoicing as the priority. The refresh was restored at 11:39 on 23 Jul 2026.

Watch: the record does not show whether the fees and invoicing dashboards were checked after the restore. Jens is an IT and systems coordinator, so confirmation may need to reach the finance team directly.

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

AImade from

Details

Updated 9 Oct 26

Priorityurgent

Statusclosed

Categorydata_freshness

Channelweb

First response (min)26

CSAT5

Incidentinc_2026_07_refresh

Helpdeskmade from

Trail

created · Jens Maes 22 Jul 2026 08:46
Dashboards not updating. Refresh failed. Need data urgently.
Public reply · Bethan Lister 22 Jul 2026 09:12
Hi Jens, I've picked this up. We're seeing a platform-wide refresh issue affecting multiple customers. Our team is working on it. Which dashboards do you need most urgently? Thanks, Bethan
Public reply · Jens Maes 23 Jul 2026 10:01
Client fees and invoicing dashboards are critical.
Status change · Bethan Lister 23 Jul 2026 11:39
Internal note · Bethan Lister 23 Jul 2026 12:06
Added to inc_2026_07_refresh. Customer priority: fees and invoicing critical. Refresh restored 11:39.
Status change · 27 Jul 2026 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