This section introduces the basic concepts you need before using Pulse and explains how to move through the application.
Pulse shows you where you are losing money, why it happens, and what you can do to prevent it.
How Pulse is set up
Before you can start working in Pulse, your organization must have an active Pulse subscription.
Pulse also requires business data in order to analyze performance and provide answers. The required data can be provided through a standard technical integration with your organization’s systems or by uploading a prepared Excel workbook directly in Pulse, for more information see Data.
Technical integrations and the required data structures are documented in the Pulse integration documentation.
Before you begin
To use Pulse, you need access to a tenant and an active membership.
A tenant represents a specific operational or organizational context within your company’s subscription. You gain access to a tenant through tenant membership, while your role within that tenant determines what you are allowed to do there.
For more information, see Tenants and Membership.
Logging in
Pulse is a browser-based application. No dedicated mobile app is required.
Once your organization’s Pulse tenant is available and you have been granted access, you can sign in to Pulse.
- Open the Pulse address provided by your organization or Pulse administrator.
- Enter your sign-in details.
- Sign in to Pulse.
After signing in for the first time, Pulse opens the main application with Where displayed.
Tip
Pulse remembers your last screen when you leave the application, so the next time you open Pulse, you return to where you left off.
Using the application
Pulse organizes information around three main 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.
The main navigation at the bottom of the application lets you move between Where, Why, and What.
Within each area, you can review individual answers and move between them using the navigation controls shown on the screen.
In addition to the main Answer view, you can open related information and tools:
- Evidence provides more detailed supporting information.
- Brainstorming lets you explore the current answer in a conversation with Pulse.
- Opportunity, when available in What, shows the opportunity related to the Improvement Action.
For a more detailed explanation of the interface, see Navigation.
Next steps
If this is your first time using Pulse, continue with Navigation.
After that, start with Where to learn how Pulse presents opportunities, then continue to Why and What.