It is now possible to define any number of separate Pulse Products as a part of a Pulse Project. Each Metric that you create can then be assigned to a given Product, and will show up on the Pulse Project’s Metric Grid.
For example, if ABC Water makes filters and pumps, you would first create a Pulse Project to record the characteristics of ABC Water: its Name, Year Founded, Legal Structure, and so forth. You would then create a new Pulse Product to record the characteristics of, say, water filters: the Service Type, Description, and Lifetime.
To record product-specific metrics, you specify a product when you create the Metric—and you can create separate Metrics within the same Project for different Products! For example, you can create a Metric to track Cost of Goods Sold for filters, and a separate Metric to track Cost of Goods Sold for pumps. The metrics will be identified separately on the Metric Grid.
It is also possible—and suggested—to define a default Product for each Project. Pulse Products are by no means required, but they are extremely useful for more granular data tracking and reporting.
To create a Pulse Product, follow the screenshots below:
1.Open the Pulse Products tab and click "New".
2. Name your new Product, and fill in any of the fields that apply.
At this point, you will have a Pulse Product, but that Product is not actually being used by anything. Keep in mind that a Product is associated with a Metric, not a Project. A Project has Metrics, and a Metric may be associated with a Product--you can have Cost of Goods Sold for Water Pumps, Cost of Goods Sold for Water Tanks, and Cost of Goods Sold for Water Filters. All three of those Metrics are in the same Project, but refer to three different Products.
There are several ways to associate your new Product with a Metric.
First, you can make all new Pulse Project Metrics associated with a Product by changing the Default Pulse Product for your Project, as shown here:
The second way to change the Pulse Product is simply to change it on the Metric itself, either by editing a Metric:
... or adding a new Metric ...
... or specifying the Pulse Product when applying a Metric Set:
Making changes to the Default Pulse Product is an effective way to change the Products of many Metrics at once. If you change the Default Pulse Product, any Metric that had the previous value that Default Pulse Product was set to, will now have the new value you specify for Default Pulse Product.
In the abstract, that may be a little confusing! Let's walk through a little example.
First, let's assume that there is nothing specified in Default Pulse Product. Now, assume that we have the following Metrics:
First, let's change Default Pulse Product to "Water Pumps". Because the previous value of the Default Pulse Product was blank for all Metrics, all Metrics will switch to having "Water Pumps" as their Product:
Now, we manually go in and change "Fixed Costs" to have a Pulse Product of "Water Tank":
Finally, we change the Default Pulse Product to be "Water Filter". This will change the Pulse Product of any Metric to be "Water Filter" for all Metrics where it was previously set to "Water Pump". Because "Fixed Costs" was set to "Water Tank", it will be unchanged.
In other words, changing the Default from Apples to Oranges will change the value for anything set to Apples, but won't touch anything set to Bananas.
In all likelihood, you won't need to use these advanced rules for Product changes, but it's good to know how they work, just in case!