PULSE USER GUIDE

Pulse is YBH's sales activity tracking platform. It helps you log your daily outreach activities, track your progress, and stay motivated through gamification features like badges, challenges, and leaderboards.

Your job is simple: log your activities as you complete them. Pulse handles the rest - calculating points, tracking streaks, and keeping score.

Logging activities is the core action in Pulse. You can log activities from anywhere in the app using the Quick Log button.

How to Log an Activity

1. Click the Quick Log button

   Look for the orange "+" button in the bottom-right corner of any page, or use the "Log Activity" button in the header.

2. Select the activity type

   Choose from the 9 activity types (see below). Each type represents a specific sales action.

3. Enter the quantity

   Enter how many of that activity you completed. For example, if you sent 10 LinkedIn connection requests, enter 10.

4. Submit

   Click "Log Activity" to save. Your points and stats update instantly.

Activity Types

There are 9 activity types you can log:

The Dashboard is your home base. It gives you an at-a-glance view of your performance and progress.

Key Dashboard Elements

• Today's Progress - Shows activities logged today with a visual breakdown by type
• Points Summary - Your total points for today, this week, and all-time
• Current Streak - How many consecutive days you've logged at least one activity
• My Goals - Progress toward your personal weekly goals (if set)
• Active Challenges - Current team challenges you're participating in
• Mini Leaderboard - Quick view of where you stand this week

Personal goals let you set your own weekly targets for specific activity types. They're private to you and help you stay focused on your priorities.

Setting a Goal

1. Go to your Dashboard

   Find the "My Goals" section on your dashboard.

2. Click "Add Goal"

   Opens the goal creation form.

3. Choose activity type and target

   Select which activity you want to track and set your weekly target number.

4. Save

   Your goal is now active. Progress updates automatically as you log activities.

Badges are permanent achievements you earn by hitting milestones. Once earned, they're displayed on your profile forever.

Badge Categories

Badges are organized into tiers based on difficulty:

• Bronze - Entry-level achievements to get you started
• Silver - Intermediate milestones showing consistent effort
• Gold - Advanced achievements for top performers
• Platinum - Elite status for exceptional dedication

Example Badges

Visit the Badges page to see all available badges and track your progress toward earning them.

Challenges are team-wide goals that run for a limited time (usually one week). They encourage everyone to focus on specific activities together.

How Challenges Work

• Automatic enrollment - You're automatically participating in all active challenges
• Progress tracking - Your progress updates in real-time as you log activities
• Completion rewards - Hit the target to complete the challenge and earn recognition
• Weekly rotation - New challenges start each Monday

Example Challenges

• "Send 50 LinkedIn connection requests this week"
• "Log activities for 5 consecutive days"
• "Complete 3 podcast bookings by Friday"

Leaderboard

The leaderboard ranks all team members by weekly points. It resets every Monday at midnight, giving everyone a fresh start each week.

• Weekly ranking - Based on total points earned this week
• Position indicators - See if you're moving up or down
• Top 3 spotlight - Special highlighting for the leaders

Streaks

Your streak counts consecutive days where you've logged at least one activity. Maintaining a streak shows consistency.

• Streak counter - Displayed on your dashboard
• Streak celebration - Special animations at milestone streaks (7 days, 30 days, etc.)
• Streak badges - Earn permanent badges for maintaining long streaks

The History page shows a complete log of all your activities. Use it to review what you've done and make corrections if needed.

Features

• Activity log - See every activity you've logged, with timestamps
• Filter by date - Focus on specific days or date ranges
• Filter by type - View only specific activity types
• Delete activities - Remove mistakenly logged activities (today only)

Log in Real-Time

The best habit is to log activities as you complete them. Just sent 5 LinkedIn requests? Log them immediately. This keeps your data accurate and ensures you don't forget anything at the end of the day.

Start Your Day with Pulse

Open Pulse first thing in the morning. Check your streak, see where you stand on the leaderboard, and review any active challenges. This sets the tone for a productive day.

Set Realistic Goals

When setting personal goals, start with targets you can consistently hit. It's better to exceed a moderate goal than to fall short of an ambitious one. You can always increase your targets as you build momentum.

Don't Break the Streak

Your streak is a powerful motivator. Even on slow days, log at least one activity to keep it alive. A single LinkedIn connection request takes seconds but maintains your momentum.

Check Challenges Early

Review new challenges every Monday. Plan your week around the challenge targets. Waiting until Friday to check usually means missing out.