How can we segment customer data by store location?

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Lindqvarn Retail · How can we segment customer data by store location?

Karin asked how to segment dashboards by store location. Bethan offered two approaches: location-filtered view or separate dashboards per location.

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As at Fri 9 Oct 2026

Karin asked how to segment dashboards by store location. Bethan offered two approaches: location-filtered view or separate dashboards per location.

Problem: Customer needs location-filtered dashboards so store managers see only their region's customer data. Handling: Bethan clarified requirements and provided two solutions (location-filtered view or separate dashboards per location). No technical blocker. Watch: Multi-location segmentation shows customer using dashboards for operational management across geography.

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

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Updated 9 Oct 26

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Public reply · Karin Sjöberg 27 Apr 2026 09:15
Just to clarify, we have multiple store locations across the Nordics and our managers need to filter by their own location. Is this something the brain can do?
created · Karin Sjöberg 27 Apr 2026 17:12
Hi, we want to segment our customer data by store location in the dashboards so that each store manager can see behaviour and feedback for their area only. How would we set this up? Many thanks, Karin.
Public reply · Bethan Lister 27 Apr 2026 19:06
Just so I've got this right: you want each store manager's dashboard to show only their location's customer data? I can help with that. Do you have store location information in one of your connected systems?
Public reply · Bethan Lister 29 Apr 2026 09:10
You can create a dashboard and add a filter on the store location field, then clone it for each location and set a different filter. Alternatively, set up a separate view per location. Either approach works fine. Have a go and let me know how you get on. Thanks, Bethan.
Status change · Bethan Lister 30 Apr 2026 15:33
Status change · 4 May 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.

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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.

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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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