Dashboard building for new users

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Hollowmere Care Group · Dashboard building for new users

Customer expanding rollout to managers requested dashboard building training. BG-Demo offered walkthrough with documentation reference. Customer expressed satisfaction with rollout progress.

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As at Fri 9 Oct 2026

Customer expanding rollout to managers requested dashboard building training. BG-Demo offered walkthrough with documentation reference. Customer expressed satisfaction with rollout progress.

Josh reported the rollout going smoothly and requested training materials and a walkthrough for managers building dashboards. Olivia offered both self-service documentation and a live training session. Josh expressed clear satisfaction with the rollout progress, signalling strong adoption and product-market fit.

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

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryonboarding

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First response (min)431

CSAT1

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created · Josh Fairburn 12 Jun 2026 08:41
Hey, we're rolling out to more of our managers this week and they've been asking about building their own dashboards. Can you walk us through how that works, or is there training material we can point them to?
Public reply · Olivia Grant 12 Jun 2026 15:52
Hi Josh, great to hear you're expanding usage! Building dashboards is one of the best ways to get value from the brain. We've got a tutorial in the onboarding docs, but I'd recommend we do a quick walkthrough together first so your team gets the hang of it. How does a call later this week work?
Public reply · Josh Fairburn 16 Jun 2026 16:49
Sounds good. Can you send over a calendar link and any docs I should read beforehand? Really pleased with how smoothly the rollout is going, cheers.
Status change · Olivia Grant 17 Jun 2026 17:44
Status change · 21 Jun 2026 23:59

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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

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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.

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