How to build a custom dashboard

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Tannahill Systems · How to build a custom dashboard

Scott Galbraith asked how to create a dashboard showing support cases by priority over time. Bethan Lister provided detailed step-by-step guidance using the dashboard builder.

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As at Fri 9 Oct 2026

Scott Galbraith asked how to create a dashboard showing support cases by priority over time. Bethan Lister provided detailed step-by-step guidance using the dashboard builder.

Problem: Scott wanted to build a custom dashboard but was uncertain how to use the dashboard builder.

Handling: Bethan Lister walked him through the complete workflow: open builder, add chart, select Cases data source, drag priority to X-axis, use count aggregation, filter for active cases.

Opportunity: Scott is actively investing in custom dashboards for his support operations. This shows adoption of the Growth tier dashboards feature and high engagement with the platform.

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

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Updated 9 Oct 26

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Categoryhow_to

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created · Scott Galbraith 17 Jul 2024 08:53
Hi, I want to create a dashboard that shows support cases by priority over time. I've looked at the dashboards builder but I'm not sure how to set up the chart. Could you guide me?
Public reply · Bethan Lister 17 Jul 2024 11:30
Hi Scott, that's a great use case. Let me walk you through it. Open the dashboards builder, add a new chart, select 'Cases' as your data source, then drag priority to the X-axis and use a count aggregation. Filter to exclude closed cases if you only want active work. Try that and let me know how you get on. Thanks, Bethan
Status change · Bethan Lister 19 Jul 2024 15:04
Status change · 23 Jul 2024 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.

Help