Pulse brings operational indicators and useful record lists into Home. Use it to identify questions worth investigating, then open the records and work behind the numbers.
Before you start
Your workspace needs the relevant operational data and available dashboard configuration. Empty operational widgets can reflect filters or missing data.
Use the product navigation to move between daily work, data and configuration.
Review Pulse
Open Home and go to Pulse.
Review the available indicators, such as parts short within a period, orders arriving after a shortage, late order lines and orders at risk.
Open a chart or record list relevant to your planning decision. Check the date range and the meaning of each measure.
Follow the underlying record and compare the dates, quantities and source data.
Create or review the appropriate task when the issue needs action. Administrators or authorized members can edit the Home dashboard where those controls are available.
Check the result
You can explain which records drive a priority and what next action would address it. A chart is a starting point for investigation; the linked data establishes the specific issue.
Read the time window
A count for the next 14 days and an all-time count describe different sets. Check the period before comparing widgets. Projected periods represent a forward view based on current records and assumptions.
For a shortage, compare when the material is needed with when supply is expected, including the quantity needed at that time.
Use lists alongside totals
A summary count helps prioritize, while a record list shows which suppliers, orders or materials need investigation. Use both before making an operational commitment.
If something does not look right
What you see | What to check |
A widget is empty | Check filters, source records and integration freshness before treating it as zero risk. |
A figure looks unexpected | Open its source and confirm which date, quantity and relationship the widget uses. |
Is Pulse the same as an accounting report?
Is Pulse the same as an accounting report?
Pulse reflects the operational dashboard and data configured in Cartograph. Reconcile financial reporting against your authoritative financial system and the measure’s definition.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.