How do I put a policy count next to a claims measure on a dashboard?

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Kelbrook Mutual Insurance · How do I put a policy count next to a claims measure on a dashboard?

Tariq Mahmood could not add a policy count next to a claims measure on a dashboard. Bethan Lister's steps added it as a second measure, which worked. The board pack copy still showed the old layout.

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What happened

What this says

As at Fri 9 Oct 2026

Tariq Mahmood could not add a policy count next to a claims measure on a dashboard. Bethan Lister's steps added it as a second measure, which worked. The board pack copy still showed the old layout.

Problem: Tariq Mahmood wanted a policy count beside a claims figure for a board pack, but the field greyed out.

Handling: Bethan Lister asked him to add the policy count as a second measure rather than a filter, and he confirmed on 6 Mar 2025 that this worked.

Watch: the board pack copy still showed the old layout, and the evidence does not show whether it refreshed or was re-published.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelemail

First response (min)110

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created · Tariq Mahmood 5 Mar 2025 12:00
Hello, I'm trying to build a claims summary by member organisation for the board pack. The dashboard I started last month won't let me add the policy count alongside the claims figure. I've tried adding the field from the sidebar and it just greys out. Is there a way to do this in the dashboards builder, or should I be using a question instead? Many thanks, Tariq
Public reply · Bethan Lister 5 Mar 2025 13:50
Hi Tariq, I've picked this up. Just so I've got this right, you want the policy count and the claims measure on the same tile? If so, please try these steps and tell me what you see. First, open the tile and choose Edit data. Then add the policy count as a second measure, not as a filter. Finally, save and reload the page. If the field still greys out, send me the exact message on screen and I'll look at it from our side. Thanks, Bethan
Public reply · Tariq Mahmood 6 Mar 2025 11:09
Thanks Bethan. Adding it as a second measure worked and the count is on the tile now. The only thing is the board pack copy still shows the old layout. Do I need to re-publish it, or will it update on its own? Tariq
Status change · Bethan Lister 13 Mar 2025 13:29
Status change · 17 Mar 2025 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.

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