Business Data

Use Business pulse as a cross-business action queue

Find overdue work, failures and approvals without duplicating your performance reports.

How to do it

  1. Open Business Data → Business pulse. Review all matching action counts across the areas you can access.
  2. Filter by CRM, Marketing, Service, Commerce, Finance, POS, SupaGent or People. Search an action source, or enable Show clear sources to see checks that found no waiting work.
  3. Open a source card to follow up on overdue tasks, stale deals, case deadlines, unfulfilled orders, low stock, unpaid invoices, failed sends, publishing handoffs or scoped employee approvals.
  4. Each source displays up to eight urgent records and its full matching count. Open the workspace to continue the work.
  5. Use Dashboard for headline KPIs and Reports → Analytics for date-based performance analysis and detailed breakdowns.

Check your result

Pulse includes only permitted sources and respects object visibility and employee scope.

Good to know

An action count is a count of work items. One order can legitimately require both fulfilment and invoice review, so action totals are not a count of unique customers or transactions.

Still need help?

Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.

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