Using the Pulse Dashboard

Owned by Zach Johnson (Unlicensed)
Last updated: Dec 09, 2024 by Daniel Wal
5 min read

This section contains the following topics about working with the Pulse Dashboard: 

Understanding the Pulse Dashboard

The Pulse Dashboard is displayed when you first access Pulse: 

 

The Dashboard is divided into three sections: 

  • The Summary section displays the aggregate totals for the selected teams or user. For more information, see Using the Summary Section.

  • The Trend section displays the overall trend of activities for the selected range of time. For more information, see Using the Trend Section. 

  • The Ranking section displays the metrics for individual teams and users. For more information see Using the Ranking Section.   

NOTE: The metrics selected for the Summary section can include usage and activity for Leads, Analyze and Forecast.

Exporting Pulse Data

You can export the results of any of the three sections as a PNG or JPG image file.

To export the results, 

1

On any section, select the view that you want to export.

2

Click the export arrow on any section header to display the export options:

 

3

Select the export option to use.

Result: The file is exported to your locat device. 

Using 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:

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 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 Using the Pulse Usage Table.  

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: 

 

 

  • 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.    

Viewing Team Levels

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.

Pulse teams are created in descending order by levels in the Manage Teams menu, with the top team as Level 1 and all other teams descending incrementally, such as Level 2, Level 3, and so on. Each team is a separate entity and has its own statistics. To view individual data for a team, you must change the team level view in the Summary menu to the corresponding level of the team. When viewing team data, you can see team names, user names and team parents. 

To change the team level,   

  • click the arrows to select the team level to display. Note that you must click the down arrow to move up to a higher level. 

 

 Results: The Dashboard refreshes with the data for the corresponding team view selected. 

Using 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:

 

To use the Trend section,

1

Set the desired date range at the top of the menu.

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:

  • The bottom axis shows the time line for the date range selected, each dot representing a phase (day, week, or month).

  • The vertical axis lists the count of the data selected, such as number of Insight logins.

Using 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:

Notes:

  • You can only view the counts for the Summary category currently displayed.  

  • The team counts are displayed on the left and those for individual users are displayed on the right.  

  • Clicking on the number for a a team or an individual user displays the counts for that user. 

To see team and user counts by date and category, 

 1

Set the desired date range at the top of the menu.

 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:

  • The names of individual users filtering the counts are shown at the top of the Summary section:

  • You can sort the user list by volume of activity:

 

 

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