Dunholm Precision / BG-Demo – Training
Callcompleted
Dunholm Precision · 27 Jan 2025 12:15
Callie Brennan trained Jas Dhillon and Nathan Booth on saving pages, building a dashboard and sharing. Both left with working assets and a use that replaces manual Monday reporting. No commercial concerns were raised.
What was said
What this says
As at Fri 9 Oct 2026Callie Brennan trained Jas Dhillon and Nathan Booth on saving pages, building a dashboard and sharing. Both left with working assets and a use that replaces manual Monday reporting. No commercial concerns were raised.
What happened: Callie Brennan led a 77 minute training session. Jas Dhillon built a reusable customer call prep page and Nathan Booth built a dashboard of orders due and quality tickets.
Customer view: Jas had already used the brain on a live customer call and found it useful. Nathan said the Monday report is currently made by hand, so the dashboard replaces real manual work.
Commercial: Nathan asked about the connector limit. Callie said they are well inside the fixed number on their plan and nothing needs doing now.
Watch: A call missing from search was put down to the refresh timing, with a check promised if it is still absent. Only two people attended, so wider rollout is not yet shown.
Themes
As at Fri 9 Oct 2026Theme
Pages and dashboards training
Importance
praise
Sentiment
positive
Voice
user
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Callie Brennan to send the written steps for the page and the dashboard.
- Callie Brennan to check the missing call if it is not in search the next day.
Risks
As at Fri 9 Oct 2026- A recorded call was missing from search, which could read as stale data if it recurs.
- Only two customer users attended, so adoption beyond them is not yet shown.
Opportunities
As at Fri 9 Oct 2026- The Monday dashboard could be shared with the head of customer operations and widen adoption.
- Reusable pages show value to sales engineering and may lead to more users on the plan.
Transcript
Callie BrennanAfternoon, both. Hope the weekend was good. Are we waiting for anyone?
Jas DhillonAfternoon. No, just us. Good weekend, yeah, bit of rain, nothing exciting. Nathan's on his way, he's grabbing a coffee.
Nathan BoothI'm here. Sorry, kettle was slow. Afternoon.- Callie BrennanNo problem. So, today. Last time was asking questions. Today is making what you find reusable: saving pages, building a simple dashboard, and sharing. And I want to leave time at the end for anything that went wrong since Friday.
- Jas DhillonOne thing on that. I used it on a call on Friday afternoon, an actual customer call. It was really useful, but I asked it the same question three times that week for different customers. Is there a way not to retype it?
- Callie BrennanThat's exactly the right place to start. A page. You write the question once, with the customer as a thing you fill in, save it, and anyone with access can run it. Let's build yours.
- Jas DhillonOkay. What was it... what are open orders, are any late, what did they say on the last call, and any open quality tickets.
- Callie BrennanFour questions, one page. Create page, top right. Give it a name. Something you'd recognise in three months.
- Jas DhillonCustomer call prep. Imaginative, I know.
- Callie BrennanPerfect, honestly. Plain is good. Now add each question as a block. Then at the top, add a customer field, so it asks which customer before it runs.
- Nathan BoothCan I ask something about who can edit that? If Jas builds it, can somebody else break it?
- Callie BrennanGood one. The person who creates it owns it. Others can run it, and you can allow edit for named people. You as admin can see all of them. I'd say keep it tight for now. Only the owner edits.
- Nathan BoothThat suits me.
- Jas DhillonLet me run it. Customer, an aerospace one this time.
- Jas DhillonThat's... yeah, that's good. All four, in one go. The only thing is the late orders come out in a long list. Could that be a table?
- Callie BrennanIt can. Edit that block and change the layout to table. Then pick the columns. Customer, part, promised date, status.
- Jas DhillonDone. Better. Much better.
- Callie BrennanNow dashboards. Nathan, you're more likely to want these. A dashboard is a set of charts that refresh with the data. Let's build one. What would you want to see on a Monday morning?
- Nathan BoothHonestly? Orders due this week by customer, and quality tickets opened and closed. Ruth asks for that every Monday and I make it by hand.
- Callie BrennanThen that's the one. Dashboards, new, and we start with orders due this week.
- Nathan BoothRight, I've got a bar chart. It's showing all customers, there are lots of them. Can I limit it to the top few?
- Callie BrennanYes, there's a limit setting under the chart options. Set it to the top ten by value, or whatever you prefer. And if you want a specific customer, you add a filter.
- Nathan BoothOkay. And the second chart, tickets. It's asking me which date field. Created or closed?
- Callie BrennanTwo series, one each. Opened is created, closed is the closed date. If you pick just one you'll only see half the story.
- Jas DhillonSorry, go on. I was about to say, can I get a copy of the dashboard on my side?
- Callie BrennanYou can view it if Nathan shares it. Nathan, there's a share button, then add Jas as a viewer. Then Ruth, when you're ready.
- Nathan BoothShared. Jas, check it's turned up.
- Jas DhillonIt's here. Looks good. The tickets chart has a spike last week, is that real?
- Nathan BoothThat's real, we had a batch issue. I'd have to ask Ruth for the details, she'll want to say it herself.
- Callie BrennanWhich is exactly why it's worth having in front of her. Let me run through what to check each time a refresh looks odd, before you ring me. Check the refresh time, check the source sample, check whether the export for that night actually arrived.
- Nathan BoothCan I ask about the number of connectors we can have? Ruth was asking.
- Callie BrennanOn your plan there's a fixed number, and you're well inside it with the sources we've done so far. If you wanted to add more later we can talk about that, but nothing needs doing now. I'd focus on getting these three solid.
- Callie BrennanRight, anything that went wrong since Friday?
- Jas DhillonOne thing, a call didn't show up. It was recorded, I'm sure, but it wasn't in search.
- Callie BrennanLikely that it was recorded after the last refresh, so it will come in tonight. If it's not there tomorrow, tell me which call, and I'll check.
- Callie BrennanThanks, both. I'll send the note with the page and the dashboard steps. Cheers. Bye.
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