Custom dashboards for marketplace visibility

Ticketclosed

Vellacott Payments · Custom dashboards for marketplace visibility

Femi Olatunji requested custom dashboards showing payment flow analysis and transaction metrics by marketplace client. Olivia Grant confirmed the feature is included in their tier and scheduled a hands-on build session.

Priority low

made from

What happened

What this says

As at Fri 9 Oct 2026

Femi Olatunji requested custom dashboards showing payment flow analysis and transaction metrics by marketplace client. Olivia Grant confirmed the feature is included in their tier and scheduled a hands-on build session.

Problem: Partnerships team needed custom dashboards for transaction volumes and success rates segmented by client. Handling: Support confirmed feature is already included in their tier and offered hands-on help building templates. Watch: Strong customer engagement indicator; customer expressed appreciation for quick turnaround and committed to build session, showing good adoption trajectory.

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

AImade from

Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelemail

First response (min)365

CSAT5

Helpdeskmade from

Trail

created · Femi Olatunji 26 Sep 2025 12:32
Hi, we'd like to add custom dashboards that show payment flow analysis by marketplace. Our partnerships team needs to see transaction volumes and success rates broken down by client. Is this something we can build?
Public reply · Olivia Grant 26 Sep 2025 18:37
Thanks for the request. We can definitely do this. The dashboards builder lets you pull data from your connected systems and visualise it however you need, it's part of your tier, so you're all set. I can walk you through building one, or we can set up some templates for your team. What would be most helpful?
Public reply · Olivia Grant 29 Sep 2025 12:37
Just following up: are you keen to get started on this, or do you have questions about what's possible? Happy to book a session with you to build the first one together.
Public reply · Femi Olatunji 29 Sep 2025 12:55
Yes, this is exactly what we need. A session would be brilliant, let's do that.
Public reply · Femi Olatunji 29 Sep 2025 12:57
Thanks Olivia, really appreciate the quick turnaround.
Status change · Olivia Grant 29 Sep 2025 15:58
Status change · 3 Oct 2025 23:59

Helpdeskmade from

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

Open as a page

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