Saved view for renewals and usage

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Eccup Software · Saved view for renewals and usage

Holly asked for renewals and per-provider usage on one saved page. Bethan Lister gave dashboard builder steps in September 2024, and Holly confirmed it worked.

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What happened

What this says

As at Fri 9 Oct 2026

Holly asked for renewals and per-provider usage on one saved page. Bethan Lister gave dashboard builder steps in September 2024, and Holly confirmed it worked.

Request: Holly Garside needed the renewal list and per-provider usage on one page for the team review. Handling: Bethan Lister gave three steps in the dashboards builder, and Holly reported the provider column now held. Watch: The evidence does not show the outcome of the team review.

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

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Updated 9 Oct 26

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Statusclosed

Categoryhow_to

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First response (min)32

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Public reply · Bethan Lister 3 Sep 2024 10:22
Hi Holly, thanks for talking me through the renewals this morning. Just so I've got this right, you want the renewal list and the per-provider usage on one page, saved for the team. I'll get the steps to you once I've checked them. Thanks, Bethan
created · Holly Garside 3 Sep 2024 12:06
Hi, following on from our call this morning, here's the proper request. We need the renewal list and the per-provider usage on one page before the team review, and we'd like it saved so the whole team can open it. I've tried building it from the dashboards, but the provider column keeps dropping out. Can you show me how to set this up properly? Thanks, Holly
Public reply · Bethan Lister 3 Sep 2024 12:38
Hi Holly, here are the steps. First, open the dashboards builder and choose the renewals and usage tables. Second, add the provider field to both so the rows line up. Third, save the page as a shared view. Can you try that and tell me what you see? Thanks, Bethan
Public reply · Holly Garside 3 Sep 2024 15:53
Thanks Bethan, that's brilliant. I've built it and the provider column holds now. Let's start with the renewals and see what the usage says. I'll come back to you if anything drops off. Thanks, Holly
Status change · Bethan Lister 10 Sep 2024 17:35
Status change · 14 Sep 2024 23:59

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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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