This article reviews some of the benefits around our Pulse feature. For best practices on implementing a Pulse Strategy, check out our Pulse Plan knowledge base.
Current Pulse Health Report
The Current Pulse Health Report allows you to quickly review the health of your clients and includes:
Filter real-time by Client type, Assigned to, Status, Client as of, Next renewal, and Last updated
View Pulse by Customer Count or ARR/MRR
View Pulse breakdown in a pie chart or new bar chart
Interactive charts allow you to quickly sub-segment the data
Quick-view stats of Satisfied vs. Risk count and percentages
Report includes an interactive client list featuring a new 90 day trend of each customer’s pulse
Charts exportable via PDF and CSV (data table anticipated in future iteration)
**What we recommend**
Review your Client Pulse Health by customer type. For example, see the health of your enterprise client portfolio or any client type segment.
Hold effective one-on-one meetings with your team members by viewing your Current Pulse Health by assigned CSM. See how their client health portfolio is performing, and help them succeed and remove roadblocks.
View Client Pulse Health portfolio by revenue. For example, you can see your client portfolio by revenue. Deep dive by clicking the bar or pie chart.
Current Pulse Reasons Report
The Current Pulse Reasons Report allows you to better understand the Pulse of your clients and includes:
Filter real-time by Pulse, Client type, Assigned to, Status, Client as of, Next renewal, and Last updated Pulse
View Pulse by Customer Count or ARR/MRR
View Reason Code breakdown in a pie chart or new treemap
Quick-view stats of Top Pulse Reasons
Interactive charts allow you to quickly sub-segment the data
Report includes an interactive client list featuring a new 90 day trend of each customer’s pulse
Charts exportable via PDF and CSV (data table anticipated in future iteration)
**What we recommend**
Review at Risk Reason Codes by next renewal. For example, see the top risk factors for clients renewing in the next 60 days.
Hold effective one-on-one meetings with your team members by viewing Reason Codes by assigned CSM. See how their client health portfolio is performing, and help them succeed and remove roadblocks.
View Reason Code portfolio by revenue. For example, you can see your client portfolio by revenue. Deep dive by clicking the pie chart or treemap.
Pulse Change Over Time Report
The Pulse Change Over Time Report allows you to better understand the Pulse of your clients and includes:
Increased report speed and performance
View Pulse History by preset or custom selected date ranges
Filter Pulse History by Client type, Assigned to, Status, Client as of, Next renewal, and Last updated Pulse
View Pulse History by Customer Count or ARR/MRR
View Pulse History breakdown by area or bar chart
Select charting by total count or normalized percentage
Interactive charts allow you to quickly sub-segment the data
New delta metrics based off selected date range
Report includes an interactive client list featuring a new selected-period trend of each customer’s pulse
Charts exportable via PDF and CSV (data table anticipated in future iteration)
**What we recommend**
Review previous periods (ie quarters) of health metrics in order to understand satisfaction or risk trends. (Using the data picker)
Hold effective one-on-one meetings with your team members by viewing Pulse Change Over Time by assigned CSM. See how their client health portfolio is performing, and help them succeed and remove roadblocks.
Understand revenue correlated with Pulse Change Over Time.