Pulse Dashboard Overview

Pulse is Vera’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