Help getting started with the dashboard builder
Ticketclosed
Kenmure Business Telecom · Help getting started with the dashboard builder
Alan Rennie requested guidance on building a first dashboard for account managers. Connor Webb provided a template dashboard and recommended starting with a single data source. Alan subsequently built a working dashboard combining data from two sources.
What happened
What this says
Current to 14 Oct 26Alan Rennie requested guidance on building a first dashboard for account managers. Connor Webb provided a template dashboard and recommended starting with a single data source. Alan subsequently built a working dashboard combining data from two sources.
Problem: Alan Rennie wanted to build custom dashboards but needed guidance on approach and technique.
Handling: Connor Webb recommended starting with a single data source, provided a template, and guided Alan through joining tables using a common ID to combine fields from two sources.
Watch: Customer successfully built and deployed the first dashboard. Strong adoption of the dashboards builder indicates growing value realisation.
Details
Updated 9 Oct 26Trail
created · Alan Rennie 29 Oct 2025 08:30Hi, we're getting to grips with the brain and want to build some custom dashboards for our account managers. I've had a look at the builder but I'm not quite sure where to start. What's the best approach for a first dashboard?- public_reply · Connor Webb 29 Oct 2025 13:33Hi Alan, Great question. For a first dashboard, I'd recommend starting simple, pick one data source like your CRM and build around that. I'll send you a quick guide and a template dashboard that shows what's possible. Have a play with it and let me know what questions come up. Best, Connor
- public_reply · Alan Rennie 31 Oct 2025 11:55Thanks Connor. I've had a look at the template. Question, can we combine fields from two different tables in a single chart? For example, account name from our CRM plus ticket count from the helpdesk?
- public_reply · Connor Webb 4 Nov 2025 10:53Exactly right. You'll need to set up a join first. The join expression in the builder lets you link tables on a common ID, then you can pull fields from both into one chart. Give it a try with account ID as the join key, and shout if you hit any snags. Best, Connor
- public_reply · Alan Rennie 4 Nov 2025 15:54Perfect. I've built our first dashboard and it's already being used by the team. Cheers for the guidance!
- status_change · 15 Nov 2025 23:59