How do I filter across multiple teams in one view?

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Thackwray Logistics · How do I filter across multiple teams in one view?

Josh Pearce asked how to build dashboards filtering across multiple sales teams in one view. Kate Ormerod confirmed the feature exists in the dashboard builder and offered to provide a guide with screenshots. Ticket solved 2026-07-30.

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As at Fri 9 Oct 2026

Josh Pearce asked how to build dashboards filtering across multiple sales teams in one view. Kate Ormerod confirmed the feature exists in the dashboard builder and offered to provide a guide with screenshots. Ticket solved 2026-07-30.

Problem: Josh wanted to filter dashboards across multiple teams without selecting each one separately.

Handling: Kate Ormerod confirmed the cross-team filter option exists in the dashboard builder and offered a walk-through guide with screenshots.

Opportunity: Customer actively adopting dashboard builder features within Growth tier; signals readiness for expanded feature investment or tier upgrade.

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

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Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

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First response (min)78

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created · Josh Pearce 27 Jul 2026 12:16
Hi, We've now set up the brain with data from multiple sales teams and I need to know if there's a way to build a dashboard or search showing results across all of them at once, rather than filtering by team each time. Is that possible? Thanks, Josh
Public reply · Kate Ormerod 27 Jul 2026 13:34
Hi Josh, great question. Yes, you can absolutely do that. In the dashboard builder there's a cross-team filter option when you set up your data source. Have you built any dashboards yet, or would you like a walk-through?
Public reply · Josh Pearce 27 Jul 2026 16:10
I've built a couple but didn't spot that option. A walk-through would be really helpful.
Public reply · Kate Ormerod 29 Jul 2026 09:41
Perfect. I'll send you a quick guide with screenshots showing where the cross-team filter is and how to set it up. Should have that to you by end of day. Let me know if you hit any snags.
Status change · Kate Ormerod 30 Jul 2026 12:41
Status change · 3 Aug 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.

Help