Product Tour
The product tour is a short walk through the main pages of By the Numbers. It opens the first time you open Pulse, spotlights one thing at a time, and takes you to each page as it goes. The tour is in beta.
How It Works
When It Starts
The tour starts by itself the first time you open Pulse, if you haven’t finished or skipped it. It runs once for each team member. A teammate who joins later gets their own tour.
While the tour runs, the navigation stays open, and the rest of the page is dimmed. A card next to the highlighted item shows the step, such as Step 1 of 12, a title and a short note.
The Steps
The tour has 12 steps. Each one takes you to the page it talks about:
- The By the Numbers logo, on Pulse.
- The summary on Pulse.
- Dashboards in the navigation.
- Integrations, where you connect your ad, email and analytics platforms.
- Copilot, where you ask questions in plain English.
- Reports, the catalog of every report.
- The P&L.
- Advertising.
- The preset segments on Customer Segments.
- The custom segments on the same page.
- The loyalty grid on Customer Loyalty.
- Inventory Demand.
Moving Through It
- Next goes to the following step, and Back to the one before.
- Skip, the × on the card, or choosing the dimmed part of the page ends the tour.
- Finish on step 12 ends it.
Finishing and skipping both count as done. The tour doesn’t start again for you after either. There’s no button to start it again.
What It Means for You
- Take it once. It shows the main pages on your own data, so you know where to find them.
- Skip it if you know the app. Choosing Skip costs nothing, since you can open every page from the navigation.
- Look up a page later. Pulse, Copilot, the P&L and Customer Loyalty each have an article, linked in the list above.
Related
- Universal Search: jump to any report or page by name.
- Pulse: the page the tour starts on.
- How to Run a Report: open a report and set its date range.