How to build a shipper dashboard

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Brakkevoort Logistics · How to build a shipper dashboard

Bas Vermeulen asked how to build dashboard showing shipper status and activity. Bethan Lister provided how-to guide for multi-source dashboards. Customer built successful version and praised the resource.

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As at Fri 9 Oct 2026

Bas Vermeulen asked how to build dashboard showing shipper status and activity. Bethan Lister provided how-to guide for multi-source dashboards. Customer built successful version and praised the resource.

Problem: Customer needs guidance on building dashboard with status, recent updates and issue counts. Handling: BG-Demo asked clarifying questions about data sources then sent how-to guide. Customer built working dashboard and praised the resource as exactly what was needed. Positive outcome showing active adoption of dashboards builder feature.

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

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Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

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First response (min)34

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created · Bas Vermeulen 7 Aug 2026 17:20
I want to build a dashboard showing shipper account status and recent activity. I need it to show status flags, most recent update date, and open issue count. What's the best way to structure this using the dashboards builder?
Public reply · Bethan Lister 7 Aug 2026 17:54
Hi Bas, Good question. The dashboards builder lets you create custom views from any data source connected to the brain. Which systems do you want to pull from: just the CRM account records, or activity logs too? Thanks, Bethan
Public reply · Bethan Lister 10 Aug 2026 12:57
I'll send you our how-to guide for building multi-source dashboards. It covers exactly what you're trying to do. Have a read and let me know if you have any questions.
Public reply · Bas Vermeulen 10 Aug 2026 13:32
Perfect, that guide is exactly what I needed. I've built the first version and it's already showing the data we want. This is going to be really helpful for the team.
Status change · Bethan Lister 10 Aug 2026 13:50
Status change · 14 Aug 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

Help & Support

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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