Setting up your Pulse account
Setting up your Pulse account
Welcome! This guide will walk you through setting up your Pulse account and connecting the data sources that power your dashboards.
If you are on Saras home page, click on “Start Free Trial” button for Pulse.
Steps to Setup
- On the welcome page, click “Let’s Go” to start.
2. Choose Your Business Type
- Select whether you are a Brand or an Agency.
- Next, choose the functions you’re interested in (e.g., Sales, Marketing, Finance).
If you manage up to 5-6 brands, you can select “We are a Brand”.
If you select “We are an Agency”, you’ll be redirected to the specialized agency setup flow. See instructions for agencies below.
3. Enter Your Brand Name
- Input your brand name (Avoid spaces or special characters).
- You’ll onboard one brand now, but you can add more later.
4. Specify Your Business Model
- Indicate whether you are a Subscription brand, a One-time purchase brand or Both.
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Select your primary sales channels:
- Marketplace: Sell your products on large online platforms like Amazon.
- DTC: Sell directly to your customers through your own online store.
- Retail: Sell your products in physical stores or through traditional retail channels.
5. Select the use cases you want to activate.
You can enable all standard use cases during onboarding. For advanced use cases, please contact our team for assistance.
6. Select the Features you would like to activate in each use case.
You can enable all standard Features during onboarding. For advanced Features, please contact our team for assistance.
7. When you land on the sources page, you will see a pop-up to set up your preferences.
- Preferred Time zone: To ensures unified time zone reporting across all marketplaces
- Preferred Reporting Currency: To standardize pricing and financial reporting
- Default COGS margin: This is the estimated cost of goods sold (COGS) as a percentage of your product price. This helps us estimate your profits when exact cost data isn't available. We've set it to 15% by default, but you can change it to match your typical costs.
• For SKU-level margin adjustments, use the Google Sheets connector to upload your COGS data. If you prefer to get cogs directly from data source Contact us.
• If you're unsure about your default margin, you can use the default margin that we have set and to adjust this setting later please contact us.
8. Connect Your Data Sources
- To activate your trial, you must connect at least one sales channel.
- Based on your selected features, we’ll suggest recommended categories, but you can browse and connect any supported source.
You can connect all standard sources during onboarding. For advanced sources, please contact our team for assistance.
9. Once you click on a source, a new tab will open, where you can create a integration for that source.
Click on “Setup Instructions” to open the help centre.
10. Once a source is connected, the tab will close, and you’ll return to the previous page where you can see your connected integrations.
- You can connect more sources or click “Finish Setup” to complete onboarding
11. Upon finishing the setup, you will land on the product home page.
Preparing your dashboard may take up to 2 days. In the meantime, you can schedule a call with us for a personalized walkthrough of the product and your dashboards.
Pulse for Agencies
If you selected “We are an Agency” during onboarding, you’ll follow a dedicated 3-step setup flow.
Refer to our video walkthrough for detailed guidance.
Adding Sources and Incorporating more Brands
After setup, visit the Sources module anytime to connect additional sources and enrich your dashboards.
Adding more sources to corresponding brands enhances the accuracy and depth of your insights.
Watch our video tutorial for step-by-step instructions.
Setup Instructions for Sources
| Ecommerce | |
|---|---|
| Marketing | |
| Files | |
| Analytics |
