Skip to main content

​
Pulse Dashboard Overview

Pulse is Pipeline’s analytics dashboard, giving administrators a comprehensive view of business performance across all operational areas.

​
Accessing Pulse

Click Pulse in the top navigation bar (Admin access required).

​
Dashboard Layout

Screenshot: The Pulse dashboard showing the tile layout with COB breakdown, Current Jobs grid, Sales/Quotes section, Cashflow panel, Stock Valuation, and Task Effort Analysis. Show at least three tiles visible with data.
Pulse uses a responsive tile layout with six main sections. Tiles can be dragged to reorder and resized to focus on what matters most. Cost of Business (COB) Displays a breakdown of operational costs with three columns:
  • Budgeted amounts
  • Actual amounts
  • Predicted amounts Individual line items (labour, materials, etc.) with totals. The current period row is highlighted.
Current Jobs A detailed grid showing active projects with:
  • Customer name and workflow status
  • Project reference (clickable to open the job)
  • Budgeted, Current, and Predicted costs
  • Predicted profit vs quoted cost Sortable and paginated (10 rows per page).
Sales Tracks quote and invoice performance:
  • Quotes: Issued, Accepted, and Rejected counts across time periods
  • Invoices: Period-over-period financial comparison Current period is highlighted for easy comparison.
Cashflow Monitors money in and out:
  • Purchase order flow and accounts payable
  • Invoice receipts and payments
Back Costing Tracks cost allocations against projects:
  • Links purchase orders to job cost analysis
  • Helps identify margin discrepancies
Stock Valuation Three valuation perspectives:
  • Purchased rate - Acquisition cost
  • Replacement value - Current market cost
  • Sales value - Marked-up retail price Split between held inventory and allocated inventory.
Task Effort Analysis Compares estimated vs actual time on tasks:
  • Sample size and default effort
  • Average actual time
  • Tasks exceeding estimates are highlighted in red