Glossary of Fortis Pulse Terms

Jessica

Jessica

Last updated on Aug 1, 2026

Fortis Pulse uses a few specialized terms. This glossary explains what each one means in plain language, so the rest of the help center reads clearly.

💡 Tip — Who can use this A reference for everyone.

The terms

Advisory Commentary — The written analysis your advisor publishes for you each period, including an executive summary, risk assessment, and pillar notes.

Composite Score — Your overall Strategic Health Score (0–100), a weighted blend of all your pillar scores.

Coverage — How complete the data behind a score is: Full, Partial, or No data.

Diagnostic Flag — A warning raised when a submitted metric falls outside a healthy range. Severity is amber (watch) or red (act).

Engagement / Workspace — A single client-advisor relationship. A client with multiple advisory engagements has multiple workspaces.

Framework — The scoring model applied to a client (e.g. FORTIS), defining the pillars, their weights, metrics, and flag rules.

Health Band — A readable label for a score: Excellent (80+), Good (60+), Warn (40+), or Critical (below 40). Not the same as your subscription tier.

Period — A single calendar month (e.g. "July 2026"). Most data is period-specific.

Pillar — One scored area of the business in a framework (e.g. Focus, Operations, Results, Transformation, Intelligence, Systems).

Pulse AI — The built-in AI assistant that analyzes your data and writes insight (deep-dives, briefings, chat, advisory drafts).

Rocks (Strategic Priorities) — The top priorities your organization is advancing, tracked in the submission wizard.

Subscription Tier — Your plan level (Trial, Access, Partner, Executive), which determines available features. Distinct from health bands.

Token — The unit Pulse AI features are metered in. You have an included quota and/or a prepaid balance.

Trajectory — Whether your score is improving, stable, or declining compared to the previous period.