Pulse is a profit intelligence application.
Pulse shows you where you are losing money, why it happens, and what you can do to prevent it.
This guide explains how to use the main areas of Pulse and how to manage the actions that result from the opportunities identified in the application. It also covers user management, tenant membership, subscriptions, billing, and support.
How Pulse is organized
The main Pulse workflow is built around three areas:
- Where identifies where you are losing money.
- Why explains why you are losing money.
- What tells you what you can do to prevent it.
Together, these areas guide you from identifying a loss to understanding its context and help you solve it .
What this guide covers
This version of the user guide covers:
- Getting started with Pulse.
- Navigating the application.
- Tenants and membership.
- Problems and areas requiring attention in Where.
- Explanations in Why.
- Improvement Actions and Opportunities in What.
- Review the Evidence behind it.
- Reviewing subscription and billing information.
- Viewing invoices and changing the payment card.
- Reporting an error.
The guide will continue to evolve as new Pulse features are introduced.
Next steps
If you are new to Pulse, continue with Getting Started.
To learn how the main Pulse workflow works, start with Where, then continue to Why and What.
To review your subscription, billing information, invoices, or payment method, go to Subscription and Billing.