How to build role dashboards

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Pellegrin Hart Benefits · How to build role dashboards

Monica asking how to build dashboards showing open roles by location. Location data already in system. Wants to see example first. Kate confirmed dashboards available on Growth tier. Offered walkthrough or step-by-step docs.

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As at Fri 9 Oct 2026

Monica asking how to build dashboards showing open roles by location. Location data already in system. Wants to see example first. Kate confirmed dashboards available on Growth tier. Offered walkthrough or step-by-step docs.

Problem: Customer wants to build dashboards for employers showing open roles by location to drive client engagement.

Handling: Kate Ormerod confirmed dashboards are a core Growth tier feature and customer can absolutely build what they need. Offered two options: live walkthrough call or step-by-step documented guide with screenshots.

Opportunity: Customer showing clear interest in dashboard builder feature. This is a feature adoption moment and signals potential for deeper Growth tier engagement or future upsell to Enterprise.

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

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Updated 9 Oct 26

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Public reply · Monica Starling 9 Sep 2026 14:23
Actually, can I see an example of what a dashboard looks like first? I want to make sure it'll show what we need.
created · Monica Starling 9 Sep 2026 15:04
We'd like to show employers a dashboard of open roles by location. We have the location data in the system. Is there a way to build that in the brain? We're getting requests from clients about it.
Public reply · Kate Ormerod 9 Sep 2026 17:26
Hi Monica, dashboards are a core feature of the Growth tier and you can absolutely build that. I can walk you through it in a quick call, or send you step-by-step docs with screenshots. What works better? Thanks, Kate
Status change · Kate Ormerod 15 Sep 2026 17:30
Status change · 19 Sep 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.

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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.
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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.
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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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