Store feedback dashboard training

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Lindqvarn Retail · Store feedback dashboard training

Customer requested training for store managers to self-serve dashboard creation. Bethan offered training and scheduled a session for about 10 people.

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What happened

What this says

As at Fri 9 Oct 2026

Customer requested training for store managers to self-serve dashboard creation. Bethan offered training and scheduled a session for about 10 people.

Problem: Store managers want to build dashboards themselves rather than waiting for central team delivery. Handling: Bethan quickly offered training and scheduled a session within a week. Watch: This is a strong adoption signal showing customer confidence in the dashboard builder feature. Monitor how many self-built dashboards appear after training and whether team adoption expands.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryonboarding

Channelemail

First response (min)376

CSAT5

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Trail

Public reply · Karin Sjöberg 11 Sep 2025 09:01
We're finding the teams are really keen to get involved rather than waiting for us to build everything. How quickly could we get training in place?
created · Karin Sjöberg 11 Sep 2025 10:31
We'd like to get our store managers involved in exploring the store feedback data themselves through the dashboard builder. Can you help us set up training on how to create dashboards from the feedback data? Several of them have asked about this.
Public reply · Bethan Lister 11 Sep 2025 16:03
Great idea. The dashboard builder is perfect for this. I can put together a session - how many people are we talking about and what's your timezone?
Public reply · Bethan Lister 11 Sep 2025 16:47
We could do something within the next week if that works for you. I'll walk through starting from your feedback data, building filters, and creating a simple dashboard.
Public reply · Karin Sjöberg 15 Sep 2025 12:21
Perfect - we've got about 10 people interested. How about Thursday afternoon Swedish time?
Status change · Bethan Lister 25 Sep 2025 13:15
Status change · 29 Sep 2025 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.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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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.

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