Operaciones · Feature

Business Pulse: How Your Company Is Doing, on One Screen, in Near Real Time

A summary screen showing what matters today: urgent tasks, upcoming events, unread messages, CRM proposals on the move, expenses awaiting approval and outstanding payments. Built to open at the start of the day and after lunch — you leave 'firefighting' mode and enter 'I've got the day in my head' mode.

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Screenshot of the Pulse module in Pilot Desk
In 30 seconds
  • It's like a 'news feed' for your work: what matters today.
  • It's designed to be opened first thing in the morning and again when you get back from lunch.
  • It shows you: urgent tasks, upcoming events, unread chats, CRM opportunities on the move.
  • Click any item and you go straight to where it lives.

What is Pulse?

It's your personal Pilot newscast: on a single screen you see everything worth knowing so you don't lose the thread of the day. The idea isn't to replace the specific modules, but to serve as your starting port every time you open Pilot.

What you see when you open it

  • Urgent tasks today: what you need to finish before the end of the day.
  • Upcoming events: meetings, calls and commitments in the next 24 hours.
  • Unread messages: a summary of active chats where people are waiting on you.
  • CRM movements: proposals that advanced, cooled off or are due soon.
  • Pending approvals: what people are waiting for you to sign off or approve.

A typical case

Example

You get to the office at 9:00.

  1. You open Pulse.
  2. You see '3 urgent tasks today' — click, you go to Tasks.
  3. You come back to Pulse. You see 'Meeting at 10:00 with Karina' — you know it's starting soon.
  4. '5 unread chats' — you scan the titles. Only 1 is urgent; you reply to that one.
  5. 'Diego's proposal is due today' — you open it and send a follow-up.

In 5 minutes you know your day. Without opening 4 different modules.

Where the information comes from

How it connects: Pulse (reads)

TasksTasks due today or overdue. CalendarToday's and tomorrow's events. ChatUnread message count per conversation. CRMRecent changes and proposals that need attention. ApprovalsItems waiting on your decision.

Tips

  • Open it the moment you log into Pilot — and again when you get back from lunch.
  • Don't stay in Pulse all day. It's a compass, not a workshop. To work for a stretch, open the specific module.
  • If it overwhelms you, ask the admin to adjust which sections appear — not every team needs to see everything.

If something doesn't work

If something fails

Pulse tells me '0 urgent tasks' but I know I have several.

Check that the tasks have a due date set. Without a date, Pulse doesn't treat them as urgent.

I don't see CRM movements in Pulse.

If you're operational only, you see movements where you're the owner. If you need more, ask the admin to adjust permissions.

Real use cases

AI project management

The leader sees key project progress and the day's blockers in the same place.

Sales automation

CRM proposals due today appear in Pulse next to your calendar.

Integrations that power this feature

Connect Pilot with the tools your team already uses. The AI orchestrates between them without you switching screens.

HubSpotHubSpot SalesforceSalesforce QuickBooksQuickBooks MondayMonday SlackSlack

Industries where it shines

Professional services

Cómo Pilot ayuda al sector professional services.

Retail

Cómo Pilot ayuda al sector retail.

Real estate

Cómo Pilot ayuda al sector real estate.

Technology

Cómo Pilot ayuda al sector technology.

Frequently asked questions

How is Pulse different from Reports?
Pulse is 'what's happening now' — a daily radar with urgent tasks, unread messages, proposals on the move and pending approvals. It updates throughout the day. Reports is 'how we did' — a historical analysis by week, month or quarter with exportable charts. Pulse answers the question of the person arriving at the office; Reports answers the question of the person preparing a board meeting. The two views coexist and complement each other.
How does Pilot decide what's important to show in Pulse?
It combines rules and learning. Rules: tasks overdue or due today, events in the next 24 hours, CRM proposals closing soon, expenses over the threshold awaiting approval, messages with direct mentions of you. Learning: over time it notices which types of items you open fastest and bumps their priority. If it overwhelms you, the admin can adjust which sections appear for each role.
Does Pulse show the same thing to every user?
No. Each person sees their own Pulse, filtered by role and permissions. A sales rep sees their CRM opportunities and tasks; a manager also sees pending approvals and team metrics; an admin sees payment status and system alerts. The idea is that everyone gets the screen useful for their job, not a generic dashboard that serves no one.
Does it update on its own or do I have to refresh?
It updates on its own. When a new message arrives, a task changes state or a proposal advances a stage, Pulse reacts in near real time without you refreshing the page. The difference from the Real Time module is that Pulse shows the day's summary (what needs your attention), while Real Time shows the team's continuous heartbeat (what's happening right now).
How much does it cost?
Pulse is included in plans that already have Productivity active. It's the product's entry screen for many users. Pricing is built around number of users and modules contracted — contact us for a personalized proposal with special terms for companies in the region.

Do you get to the office and open five tabs before you start?

Book a 30-minute demo. We'll show you how Pulse sums up the day on one screen, what each role sees, and how it's tuned so the team isn't overwhelmed with information it doesn't need.

Request a demo