Feature request: last reviewed date on the dashboard

Ticketclosed

Kelbrook Mutual Insurance · Feature request: last reviewed date on the dashboard

Tariq Mahmood asked for the policy last reviewed date as a dashboard column beside the renewal date. Bethan Lister logged it for the product team, with no promise it would be built.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Tariq Mahmood asked for the policy last reviewed date as a dashboard column beside the renewal date. Bethan Lister logged it for the product team, with no promise it would be built.

Problem: Member services keeps the last reviewed date in the policy system and exports it separately to check renewals. Tariq wanted it in one dashboard view next to the renewal date.

Handling: Bethan logged the request against the dashboards builder for the product team, with the monthly review as the reason. She suggested keeping the separate export for now.

Watch: The record does not show whether the column was built.

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

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

Channelemail

First response (min)183

Helpdeskmade from

Trail

created · Tariq Mahmood 15 Nov 2024 09:45
Hello, I'd like to ask whether the dashboards builder can show a column for the date a member's policy was last reviewed. Our member services team keeps that date in the policy system, and at the moment they have to export it separately to check renewals. A single view would be useful for the monthly review, and it would sit well next to the renewal date. There's no rush on this one. I just want it on the list before the next planning round. Could you let me know whether it's possible, or whether it would need a change on our side? Thanks, Tariq
Public reply · Bethan Lister 15 Nov 2024 12:48
Hi Tariq, thanks for the request. Just so I've got this right: you want the last reviewed date from the policy system shown as a column on the dashboard, next to the renewal date. I've logged it against the dashboards builder for the product team to consider, with your monthly review as the reason. I can't promise it will be built, or when. For now I'd keep the separate export as it is, since it will still work alongside the dashboard. Let me know if you need anything else on this one. Thanks, Bethan
Status change · Bethan Lister 18 Nov 2024 17:47
Status change · 22 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

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