Before you begin: Pulse may not be enabled for your account. For more information about Pulse, contact your system administrator. |
About Pulse
Pulse provides in-depth analytics of the Insight activity for the Leads, Analyze and Forecast users in your company. Metrics reported include the number of logins; the number of projects and companies viewed and tracked; the searches run and saved, and the number of exported projects, companies and documents.
Note: Your account representative is responsible for creating individual user accounts for your company. If there are no user accounts present, or if you have questions about this procedure, contact Customer Care.
This section contains the following topics:
To access Pulse,
Result: The Pulse dashboard is displayed.
Pulse contains two main windows, the Dashboard and the Usage Table:
For more information, see the following:
Note: To switch between the Dashboard and the Usage Table,
You can choose to include the activity of those users not yet assigned to a team in the statistics.
To include unassigned users,
The date range you select applies to any of the data displayed in Pulse. You can select either a custom date range or a preset range, and you can change the selected date range at any time.
Note: The default range is 30 days and is the value selected when you first access the menu, even if your account has been active for less time.
To select the date range,
1 | Click on the date field at the top of the window to display the date range menu: | ||||||||||
2 | Choose from the following to select the date range.
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3 | Click Apply to set the desired date range. Result: The menu refreshes with the new date range. |