Submitting your data each month is what powers everything else in Fortis Pulse — your scores, your flags, and your advisory commentary are all built from the numbers you enter. The submission is a guided six-step wizard that walks you through your financial, people, operational, strategic, and transformation metrics, then lets you review before sending it to your advisor. This guide covers the whole flow.
💡 Tip — Who can use this Available to all clients. Find it under Submit Data in the left-hand menu.
Quick reference
| Step | Action |
|---|---|
| 1 | Pick a period and enter your financial metrics |
| 2 | Work through the remaining steps, then review and submit |
Step 1 — Pick a period and enter your financials
Click Submit Data in the sidebar. First, choose the period (month) you're reporting for at the top — the wizard groups periods into "New" (the current or upcoming month) and "Existing" (months you've already started).
The wizard opens on Step 1: Financial Metrics. Enter your numbers for the period — total revenue, operating expenses, gross profit margin, cash balance, and so on. Fields marked with an asterisk (*) are required to move on.
The progress bar on the left shows all six steps:
- Financial — revenue, expenses, margin, cash, customer metrics.
- People — headcount, hires, departures, engagement, retention.
- Operational — delivery on-time, issue resolution, initiative completion.
- Strategic Priorities — your "rocks": the top priorities you're advancing.
- Transformation — your initiatives and their stage in the pipeline.
- Review & Submit — a recap of everything before you send it.
💡 Tip — You can bulk-import from a spreadsheet
Instead of typing each field, you can drag and drop an .xlsx or .csv file
into the import area on the left. Use Download Template first to get a
correctly-formatted starting point. The importer matches your columns to the
right fields automatically.
Step 2 — Add your strategic priorities, then review and submit
Steps 4 and 5 let you add repeatable rows — for example, each strategic priority (a "rock") gets its own row with a title, owner, status, target date, and completion percentage. Add as many as you need with the Add button, and remove any you don't want.
When you reach Step 6: Review & Submit, you'll see a read-only recap of every metric, rock, and initiative you entered. A coverage preview warns you if any pillars will show partial or missing data based on what you've provided — this is a soft hint, not a block. When you're happy, click Submit.
📝 Note — Save a draft and come back later You don't have to finish in one sitting. Save Draft keeps your entries so you can close the page and return later — your progress repopulates when you reopen the period.
⚠️ Warning — Submitting locks the period Once you submit, that month is locked — you can't edit it again from your side. Your advisory partner reviews it next. If you realize you made a mistake after submitting, contact your partner to discuss it rather than trying to re-enter the period.