Data freshness: two client pages still show older numbers

Ticketclosed

Rodenkirchen Assekuranzmakler · Data freshness: two client pages still show older numbers

After the refresh recovered, two client pages still showed older numbers than the CRM. Bethan Lister marked the ticket solved for now and asked for a page name if it stayed out of date.

Priority urgent

made from

What happened

What this says

As at Fri 9 Oct 2026

After the refresh recovered, two client pages still showed older numbers than the CRM. Bethan Lister marked the ticket solved for now and asked for a page name if it stayed out of date.

Problem: Nadine Schröder confirmed the dashboards had updated but said two client pages still showed older numbers than the CRM, and asked whether action was needed.

Handling: An internal note recorded that the dashboards were checked before the ticket arrived and the ticket was marked solved for now. Bethan's reply said no action was needed and that the pages should match the CRM as of the last refresh. The ticket was solved on 22 Jul 2026 and closed on 26 Jul 2026.

Watch: The record does not show that the two named pages were checked.

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

AImade from

Details

Updated 9 Oct 26

Priorityurgent

Statusclosed

Categorydata_freshness

Channelemail

First response (min)41

CSAT5

Incidentinc_2026_07_refresh

Helpdeskmade from

Trail

Internal note · Bethan Lister 22 Jul 2026 09:59
Account on the affected list. Refresh is running again for this org. Checked the dashboards before the ticket came in, figures looked current. Marking solved for now, customer to reply if anything is still stale.
Status change · Bethan Lister 22 Jul 2026 10:30
created · Nadine Schröder 22 Jul 2026 12:08
Hello, The dashboards look updated now, thank you. Two of our client pages still show older numbers than the CRM, though. Is there anything we need to do, or is it just a matter of waiting for the next refresh? Nadine
Public reply · Bethan Lister 22 Jul 2026 12:49
Hello Nadine, Thanks for letting me know. You don't need to do anything. The refresh has caught up, so the pages should match your CRM as of the last refresh. If a particular client still looks out of date after the next one, send me the name and I'll look at it straight away. Thanks, Bethan
Status change · 26 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

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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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