Pulse

What Pulse does for you

Where Pulse fits in the Sales reps section

Pulse is one of 3 parts of the Help Center's Sales reps section:

Before you start

Your store owner or admin sets these up. If an account, invoice or quote is missing from Pulse, check these with them.

Open Pulse

Pulse opens inside the SparkLayer widget when you're signed in to your store with your sales agent account.

1. Sign in to your store with your sales agent account. The SparkLayer widget opens in Sales Agent mode.
2. Click Dashboard. Pulse opens on the Overview.

The widget's tabs

For a sales rep with Pulse, the widget has these tabs:

The My Account tab is hidden. Use the tabs to move between Pulse and ordering. Pulse widens the widget to fit its pages. Going to Catalog or Order returns the widget to its usual width.

Find your way round

Every Pulse page has the same frame around it:

The sidebar

The sidebar lists the pages in the same order as the app. A badge beside a page shows how many items need you there.

Clicking a page in the sidebar closes any panel you have open.

Set the date range

The date range sets the period for the pages that list dated records, such as orders, quotes and invoices.

1. Click the date range at the top right of the page. It shows the start and end dates and the number of days.
2. Choose a preset, type a Start date and End date, or click the days in the calendar.
3. Click Apply. To keep the range you had, click Cancel or press Esc.

What the date range changes

Every page shows the date range, but only some pages use it.

Not every figure on those pages follows the range. For example, the What's selling table on Products and the lists behind the Quotes and Receivables tiles count everything, whatever the range. Each page says which of its figures follow it.

On Orders and Customers, a tile's percentage compares the range with the period of the same length just before it. Charts that follow the range have a Period control: Auto picks days, weeks or months to fit the range, or choose Day, Week or Month yourself.

Where the figures come from

Pulse reads your storefront's orders and your store's connected systems. 2 labels tell you where a figure comes from:

The source chip appears on Orders, Activity, Receivables and on invoices. When you change an invoice's status in Pulse, your note sits beside the synced status. It doesn't change your accounting system.

Ask Sparkie

Sparkie answers questions about your accounts, orders, quotes and products, from the same figures Pulse shows you.

1. Click the Sparkie bar at the foot of the page.
2. Click a suggested question, or type your own, such as "Where should I focus today?", and press Enter.
3. Under the answer, click an account Sparkie names to Open account, Prep for visit, start a New order or Plan outreach.

Change the theme

1. Click your initials at the top right of the widget.
2. Under Theme, click Light or Dark.

Pulse remembers your choice.

Take the guided tour

The tour starts the first time you open Pulse. It highlights each page in the sidebar, the main parts of the Overview, the date range, search and Sparkie, one tooltip at a time.

1. To replay it, click Take the tour at the foot of the sidebar, or in the menu under your initials.
2. Click Next and Back to move through it, or use the arrow keys.
3. Press Esc to leave. Next time you take the tour, it picks up where you left off, with a Start again link.

Give feedback

Pulse is in early access, so features and labels may change. Feedback goes straight to the team building Pulse.

1. Click Give feedback at the foot of the sidebar.
2. Under What's it about?, choose Something's wrong, Idea, Question or Praise.
3. Type Your feedback. To include a picture, click Add a screenshot or paste one.
4. Click Send feedback, or press ⌘+Enter (Ctrl+Enter on Windows).

Pulse pages

FAQs

Next steps