How to create filtered dashboards

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Maelbeek Assurances · How to create filtered dashboards

Thomas Janssens asked how to create filtered dashboards for different teams on Starter tier. Bethan Lister confirmed the capability is available and offered step-by-step guidance with screenshots.

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As at Fri 9 Oct 2026

Thomas Janssens asked how to create filtered dashboards for different teams on Starter tier. Bethan Lister confirmed the capability is available and offered step-by-step guidance with screenshots.

Problem: Thomas Janssens asked whether Starter tier supports filtered dashboard views. He had tried using the dashboard builder but could not apply filters.

Handling: Bethan Lister confirmed filtered views are available and offered a step-by-step guide with screenshots.

Watch: Interest in filtered dashboards signals appetite for advanced features. Track dashboard adoption to build an upgrade case for Growth tier, which adds the full dashboards builder.

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

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Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelweb

First response (min)165

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Public reply · Thomas Janssens 9 Jul 2026 10:03
We tried using the dashboard builder but couldn't figure out how to apply filters to the views. Is this something the Starter tier supports?
created · Thomas Janssens 9 Jul 2026 12:28
Can you walk us through how to set up a dashboard that filters data by client or account? We want different views for different teams.
Public reply · Bethan Lister 9 Jul 2026 15:13
Hi Thomas, Yes, you can absolutely create filtered views in the dashboard builder. I can walk you through the steps, it's just a matter of adding a filter condition when you set up each card. Let me send you a guide with screenshots. Thanks, Bethan
Status change · Bethan Lister 13 Jul 2026 16:59
Status change · 17 Jul 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.

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