This section contains the following topics about working with the Pulse Dashboard:
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Understanding the Pulse Dashboard
The Pulse Dashboard is displayed when you first access Pulse:
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The Summary section displays the aggregate totals for the selected teams or user. For more information, see Working with the Summary section.
The Trend section displays the overall trend of activities for the selected range of time. For more information, see Working with the Trend section.
The Ranking section displays the metrics for individual teams and users. For more information see Working with the Ranking section.
Note: The metrics selected for the Summary section can include usage and activity for Leads, Analyze and Forecast.
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Exporting Pulse data
You can export the results of any of the three sections as a PNG or JPG image file.
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Working with the Summary section
The Summary section displays the usage totals for teams and users for the six metrics selected for the specified date range and the selected team level view:
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The Summary metric categories are selected from a total of 23 categories in the Metric Selection menu. Each time you click on a metric value, the Trend and Ranking sections refresh with the results.
By default, the totals for Team Level 1 are displayed. You can view the results of a different team by selecting a different level. You can also use the Ranking menu to display the counts for individual team users.
Note: The Usage Table displays a graph showing the counts for all users for each of the 23 metrics in the Usage Table. For more information, see Working with the Pulse Usage Table.
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Selecting Summary metrics
You can select up to six metrics to display in the menu. To select the metrics for the Summary section,
Click the gear icon on the top right of the section to open the Metric Selection menu:
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In the menu, click to select the six metrics that you want included in the reporting. For a description of the metrics in the menu, see Understanding the Insight totals on the Usage Table.
Click Save Changes when you are done.
Result: The selected metrics are displayed in the Summary section.
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Selecting the Team Level to view
Note: Only Customer and Team Administrators can view team data. Customer Administrators can view all team data while Team Administrators can only view team information on their level and for the levels below them.
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Note: The Team Level number corresponds to the level displayed in the window and the available options in the Filters menu.
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Working with the Trend section
The Trend section displays the overall trends by date range for the Summary category selected. You can set the data view to be the current day, week or month:
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2 | In the Summary section, select the category that you want to view by trend. | ||||||
3 | Select the time frame for the report: Result: The menu refreshes with the data according to your selections. Notes:
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Working with the Ranking section
The Ranking section displays team and user totals, or counts, for the selected metrics in the Summary menu. Teams are displayed according to level and only one level is shown at a time. The menu is divided between teams and users:
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2 | In the Summary section, select the category that you want to see the counts for. You can select a different category at any time. Result: The menu refreshes with the data according to your selections. |
3 | To continue, click on the count for an individual user to display the counts for that user for the selected category. Click again to remove the user from filtering. Notes:
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