Request: dashboard date filtering

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Wattlebrook Insurance Services · Request: dashboard date filtering

Brodie Kennedy requested date filtering for dashboards to avoid rebuilding queries. Expressed satisfaction with brain value. BG-Demo escalated feature request to product team.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

Brodie Kennedy requested date filtering for dashboards to avoid rebuilding queries. Expressed satisfaction with brain value. BG-Demo escalated feature request to product team.

Problem: Customer wanted filters on dashboards so teams can narrow date ranges without rebuilding queries.

Handling: BG-Demo clarified the request and escalated to product team. Customer expressed getting great value from the brain. First response 336 minutes.

Opportunity: Engaged customer showing strong adoption and requesting enhancements; positive signal for renewal and expansion.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelweb

First response (min)336

CSAT5

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Trail

created · Brodie Kennedy 2 Jul 2026 12:26
We've been getting great value from the brain, and the team would benefit from being able to filter dashboards by date range without rebuilding them. The claims team especially would like to narrow down historical queries quickly. Is this something you could add?
Public reply · Bethan Lister 2 Jul 2026 18:02
Thanks for this. Just so I've got this right, you're after filters on dashboards so the team can re-run queries with different date ranges without editing? That's a good use case. I'll pass this to the product team and get back to you. Thanks, Bethan
Public reply · Brodie Kennedy 6 Jul 2026 16:04
Perfect. That's exactly what we need. When might it be available?
Status change · Bethan Lister 7 Jul 2026 12:26
Status change · 11 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

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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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