How to build dashboards
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Brinkerhof Distributie · How to build dashboards
Customer requested guide or training on building dashboards for account managers. Bethan offered to walk through setup via call and highlighted per-manager filtering.
What happened
What this says
As at Fri 9 Oct 2026Customer requested guide or training on building dashboards for account managers. Bethan offered to walk through setup via call and highlighted per-manager filtering.
Request: Femke van Gestel asked for help creating dashboards so each account manager can track installer metrics. Opportunity: Bethan positioned dashboards as a Growth-plan feature, explained the drag-and-drop editor and per-manager filtering, and offered live walkthrough training. Customer response: Femke accepted the call, confirming investment in adoption. Watch: This signals feature readiness and upsell potential; training call should include best-practices and advanced use cases to deepen engagement.
Details
Updated 9 Oct 26Trail
created · Femke van Gestel 16 Mar 2026 16:00Hi, we want to create a dashboard for our account managers, one where they can see key metrics on their installer accounts. Do you have a guide, or can someone walk us through the setup?- Public reply · Bethan Lister 16 Mar 2026 21:01Hi Femke, brilliant, dashboards are one of the best bits of the Growth plan. Dashboards let you drag and drop the metrics you want and set filters. You can have separate dashboards per manager, which works nicely. I can absolutely walk you through setting up the first one if that helps. Want a quick call next week? Thanks, Bethan
- Public reply · Femke van Gestel 18 Mar 2026 13:23Perfect. A call would be great, let's do it next week. We want each manager to see their own dashboard so they can track their installer accounts. Groetjes, Femke
- Status change · 24 Mar 2026 23:59