How to add custom columns in dashboard

Ticketsolved

Lindqvarn Retail · How to add custom columns in dashboard

Linnea Holm asked how to add custom calculated columns to dashboards. Olivia explained how to use the formula editor to create calculated columns from existing fields.

Priority low

made from

What happened

What this says

Current to 13 Oct 26

Linnea Holm asked how to add custom calculated columns to dashboards. Olivia explained how to use the formula editor to create calculated columns from existing fields.

Linnea wanted to calculate the ratio of online to in-store sales per customer segment. Olivia clarified whether this was a cross-source or intra-field calculation, then directed her to Columns > Add Custom Column > formula editor in the dashboard builder. She offered to send examples. This demonstrates strong product adoption: Lindqvarn is building sophisticated multi-channel analytics into their dashboards.

AI · claude-haiku-4-5-20251001 · 13 Oct 2026

AImade from

Details

Updated 9 Oct 26

Prioritylow

Statussolved

Categoryhow_to

Channelweb

First response (min)456

Helpdeskmade from

Trail

created · Linnea Holm 23 Sep 2026 08:32
Hi, I'm trying to add custom columns to a dashboard we're building but I can't find where to do it. I've looked in the dashboard builder and in settings, but no luck. Can you walk me through it? We want to create a calculated column showing the ratio of online to in-store sales for each customer segment.
public_reply · Olivia Grant 23 Sep 2026 16:08
Hi Linnea. Thanks for the question. Just to clarify - are you looking to create a column that pulls data from two different sources, or are you calculating based on fields that are already in the brain? That'll help me point you in the right direction. Thanks, Olivia
public_reply · Linnea Holm 24 Sep 2026 09:15
It's a calculation on fields we already have in the brain. We have sales data from both channels and want to show the ratio in one column on the dashboard. That way we can see which segments are stronger on each channel.
public_reply · Olivia Grant 24 Sep 2026 11:44
Perfect. You can do this with a formula in the dashboard builder. Go to Columns, select Add Custom Column, then use the formula editor to calculate your ratio. I can send you a guide with a few examples if that helps. Let me know. Thanks, Olivia
status_change · Olivia Grant 7 Oct 2026 16:33

Helpdeskmade from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain 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 brain 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 Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	225
People at customers	862
BB-Demo staff	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 brain 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.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

Help