Building a dashboard for upcoming trust renewals

Ticketclosed

Brannock Medical Supplies · Building a dashboard for upcoming trust renewals

Lee Garside asked how to build a dashboard showing trust renewals in the next 90 days. Bethan Lister provided an example dashboard with filtering patterns and proactively followed up. This shows adoption of the dashboard builder for business-critical use.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Lee Garside asked how to build a dashboard showing trust renewals in the next 90 days. Bethan Lister provided an example dashboard with filtering patterns and proactively followed up. This shows adoption of the dashboard builder for business-critical use.

Problem: Lee needed guidance on filtering and displaying renewal dates in the dashboard builder for an end-of-week deadline. Handling: Bethan provided an example dashboard with clear step-by-step filtering guidance, then checked in proactively. This demonstrates adoption of the dashboards feature for business-critical use by a key-account manager solving a revenue management problem.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelweb

First response (min)259

CSAT5

Helpdeskmade from

Trail

Public reply · Lee Garside 23 Oct 2024 09:10
This is for an urgent report, my manager wants it by end of week if possible.
created · Lee Garside 23 Oct 2024 10:10
Hi, I need to build a dashboard showing which trusts are coming up for renewal in the next 90 days. The renewal dates are in the data, but I'm not sure how to filter and display them properly in the dashboard builder. Can someone walk me through it?
Public reply · Bethan Lister 23 Oct 2024 14:29
Hi Lee, I can walk you through this. The renewal dates are in the contracts table. I've put together a quick example dashboard showing the filtering pattern, I'll email you the link. You can copy it and adjust the filters to show your 90-day window. Let me know if you've got questions about the steps. Cheers, Bethan.
Public reply · Bethan Lister 25 Oct 2024 13:22
Just checking in, did the example work for you? Let me know if you need any help with the next steps.
Status change · Bethan Lister 30 Oct 2024 13:22
Status change · 3 Nov 2024 23:59

Helpdeskmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Glass 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-Glass 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-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

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-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

Help