Getting Started 🌐

Sign in to Fortis Pulse

Fortis Pulse uses passwordless sign-in — there's no password to remember or lose. Enter your email address, and we'll send a secure sign-in link straight to your inbox. Click it and you're in. This guide walks through the whole flow. 💡 Tip — Who can use this Available to everyone — clients, partners, and admins all sign in the same way. Quick reference | Step | Action | | ---- | ------------------------------------ | | 1 | Open the sign-in page | | 2 | Enter your email, then send the link | | 3 | Click the link in your email | Step 1 — Open the sign-in page Go to your Fortis Pulse sign-in page. You'll see a clean Authenticate panel asking for your email address. If you were previously signed in, you'll start on your dashboard instead. To sign in fresh, open the user menu (your initials, top-right) and choose Sign Out — that returns you here. Step 2 — Enter your email and send the link Type the email address your account was set up with, then click SEND SIGN-IN LINK. You'll see a Link Sent confirmation: "Check your email for the sign-in link." The link can take a few moments to arrive. 📝 Note — The link expires Sign-in links are short-lived and can only be used once. If a link has expired or you've already used it, just enter your email and send a fresh one — each click issues a new link. Step 3 — Click the link in your email Open the email from Fortis Pulse and click the sign-in button or link inside it. Your browser opens, the sign-in completes securely, and you land on your dashboard. Once you're in, you'll stay signed in on that device — you won't need to repeat this each time you return. 💡 Tip — Don't see the email? Check your spam or junk folder. If it's not there, return to the sign-in page and send the link again. Still stuck? Contact your advisory partner or our support team. This guide was generated from the live application.

Your Company Profile & Contact Details

When you join Fortis Pulse, your advisory team captures your company profile and contact details during onboarding — your industry, business stage, team size, revenue range, reporting cadence, and the advisory domains you need help with. This guide shows you where to find that information and how to update what you can. 💡 Tip — Who can use this Available to all clients. Find your profile under Settings in the left-hand menu. Quick reference | Step | Action | |------|--------| | 1 | Open Settings to see your company profile | | 2 | Use the Account tab to update your contact details | Step 1 — View your company profile Click Settings in the left-hand menu. The Profile tab opens first and shows the information captured when your organization was set up. The Settings Profile tab showing company profile fields You'll see: - Industry, Business Stage, Team Size, and Revenue Range - Reporting Cadence (how often you submit data) - Top Challenges — what your organization needs the most help with - Priority Advisory Domains — the advisory areas you've prioritized 📝 Note — Company profile is read-only Your company profile is kept consistent across your engagement, so these fields are read-only. If something here needs updating — for example, your team size has grown or your industry classification is off — contact your advisory partner and they'll update it for you. Step 2 — Update your contact details on the Account tab Click the Account tab to update how your advisor reaches you. Unlike the company profile, your contact details are editable. The Account tab with editable contact fields You can edit: - Contact Name — who your advisor should ask for - Email and Phone — your direct contact details - Company Address - Monthly Revenue Target — the number your dashboard tracks against - Gross Profit Margin Target (%) — your profitability goal 📝 Note — Currency is set during onboarding Currency is chosen when your account is set up and managed by your advisory partner — contact them to change it. When you've made your changes, click Save Changes. You'll see a green confirmation letting you know your contact details were saved.

Find Your Way Around Fortis Pulse

Fortis Pulse keeps everything one click away in a consistent layout: a left-hand sidebar for moving between sections, a top header showing where you are and what period you're viewing, and a main panel for the work. This guide orients you to each piece. 💡 Tip — Who can use this Available to all clients. The layout is the same on every page. Quick reference | Step | Action | |------|--------| | 1 | Use the sidebar and header to orient | | 2 | Switch the period you're viewing | Step 1 — The sidebar and header Every page shares the same frame. On the left is the sidebar with links to each section — Executive Overview, KPI Tracking, Decision Tracker, Flags & Actions, Advisory Commentary, Submit Data, Sessions, Messages, Reports, Documents, and Settings. At the top is the header showing your organization name, your tier, the current period, a notification bell, and your user menu. The app layout with sidebar on the left and header on top Sidebar — click any link to jump to that section. The link for the page you're currently on is highlighted. Header — from left to right: - Organization name and tier badge (for example, "Executive Tier"). - Period selector — the month whose data you're viewing (see Step 2). - Notification bell — shows a count of unread notifications; click to read them. - Your initials — opens the user menu for Settings, Help, and Sign Out. 💡 Tip — On smaller screens On a phone or narrow window, the sidebar collapses into a slide-over menu. Look for a menu button (three lines) in the top-left to open it. Step 2 — Switch the period you're viewing Most of your data — scores, flags, advisory commentary, reports — is tied to a specific month. Use the period selector in the header to choose which month you're looking at. The period selector dropdown open with available months Click the period dropdown and pick a month (for example, "July 2026"). The page refreshes to show that month's data. Your choice is remembered as you move between sections, so you can compare the same period across the dashboard, KPIs, and advisory commentary without re-selecting it each time. 📝 Note — Only periods with data appear The selector lists months you've submitted or reviewed data for. If a month isn't there, no data exists for it yet — submit your data for that period to make it appear.

Sign Out

Signing out is useful when you're on a shared device, switching accounts, or finished for the day. This short guide shows you where the option is. 💡 Tip — Who can use this Available to everyone. Quick reference | Step | Action | |------|--------| | 1 | Open the user menu and sign out | Step 1 — Sign out In the top-right header, click your initials (the circular avatar button). A small menu opens showing your name and role, plus links to Settings, Help, and Sign Out. Click Sign Out. You're returned to the sign-in page, and your session on that device ends. To come back, just sign in again with your email and a fresh sign-in link. 💡 Tip — You stay signed in by default You don't need to sign out each time you're done — Fortis Pulse keeps you signed in on your device for convenience. Only sign out if you're on a shared computer or want to switch to a different account.

Why You're Seeing "Application Under Review"

If you sign in and see a holding screen saying your application is under review instead of your dashboard, your organization is still in the "pending" status — it hasn't been activated yet. This guide explains what's happening. 💡 Tip — Who can use this For clients whose account is pending activation. Quick reference | Cause | What to do | |-------|------------| | Account awaiting admin approval | Wait for the activation email | What's happening When you complete signup, your organization enters a "pending" state. A Fortis Pulse admin reviews your application, assigns advisory partners, and activates your account. Until that happens, you'll see an "Application Under Review" screen explaining that the advisory team is reviewing your profile and you'll receive an email once activated. 📝 Note — Activation is usually quick Most applications are reviewed and activated within a business day or two. The activation email lets you know you're in and can start using the platform. 💡 Tip — If it's taking too long If you've been waiting longer than expected, contact Fortis Pulse support or the partner who referred you. There may be a question about your application that's holding it up.

Start a Free Trial

Fortis Pulse offers a free, time-limited trial so you can experience the platform before committing to a paid plan. This guide covers starting a trial and what to expect. 💡 Tip — Who can use this For new users considering Fortis Pulse. Quick reference | Step | Action | |------|--------| | 1 | Sign up for the trial | Step 1 — Start a trial Go to the Fortis Pulse sign-up page and sign up with your email. The trial gives you 14 days of access to the core dashboard, score tracking, and a limited number of Pulse AI interactions — no payment card required. During the trial, you can submit data, see your scores and flags, and use the AI features within the trial quota. When the trial ends, access expires unless you move to a paid plan. 📝 Note — Trial advisory is auto-published On the trial plan, Pulse AI's advisory commentary is published automatically when you submit data — you'll see it within minutes, without waiting for a partner. When you upgrade to a paid plan, your assigned partner becomes the gatekeeper for publication. 💡 Tip — Upgrade before the trial ends To keep your access (and your data) continuous, upgrade to a paid plan before the trial period ends. You can upgrade from Settings → Usage & Billing.

Score Your Business — Free

The Score My Business assessment lets anyone measure their business across the six FORTIS pillars — the same diagnostic advisors use with their clients — without creating an account first. You only need three numbers to get scored: your revenue, your operating expenses, and your cash balance. Everything else is optional. Your assessment is saved and attaches to your new account automatically when you start a trial, so nothing is retyped. 💡 Tip — Who can use this Anyone — no account required for the assessment itself. Creating an account (14-day free trial, no card) unlocks the full unblurred report inside the app. Quick reference | Step | Action | | ---- | ----- | | 1 | Open the Score My Business page | | 2 | Tell us about your business | | 3 | Enter your three required numbers | | 4 | Add what you know, skip what you don't | | 5 | Review and submit | | 6 | Read your score and what it couldn't assess | | 7 | Claim your full report | Step 1: Open the Score My Business page Visit the Score My Business page on the Fortis Pulse website. You'll see what the assessment covers and the six pillars it measures: Focus, Intelligence, Results, Transformation, Operations, and Systems. No sign-in is needed. Score My Business landing page Step 2: Tell us about your business Click Start Assessment. The assessment runs in eight short steps and always scores your most recent complete month (shown at the top — for example "Scoring period: July 2026"). The first step asks what kind of business you run and how long you've been in business — your industry shapes how we read your answers. 📝 Note — You can close the tab and come back Your answers are saved on this device as you go. When you return, you'll be asked whether to resume where you left off or start over. About your business step Step 3: Enter your three required numbers The Money Basics step asks for the only three required fields — numbers every owner knows offhand: - Total Revenue — total sales or income earned this period, before any costs. - Operating Expenses — everything it costs to run the business: payroll, rent, supplies. - Operating Cash Balance — money readily available in your operating accounts. Each field has an (i) icon you can hover for a plain-language explanation, and amount fields format large numbers with thousand separators as you type. If you have recurring subscription or contract revenue, there's also a Monthly Recurring Revenue field right after these — leave it blank if it doesn't apply to your business. Money basics step with the three required fields Step 4: Add what you know, skip what you don't The next three steps — money details, your team, and operations — are all optional. You have three ways to answer any field: - Type an exact number if you know it. - Tap a range (like "6–20" or "Under a week") if you only have a rough idea — we'll score it as an estimate. - Tap "I don't track this" if you don't currently measure that number. ❗ Important — "I don't track this" is a useful answer, not a mistake Tapping "I don't track this" simply tells Fortis you don't measure that number today. It is not counted as zero and never hurts your score — in fact, "you don't track customer retention" is exactly the kind of finding the diagnostic is designed to surface, and it's often the first thing an advisor helps you fix. 📝 Note — You can submit with optional fields empty None of the optional fields block your submission — you can leave them blank and still get your score. Filling them in gives you a more comprehensive score, so we encourage completing everything you can, but partial answers are always welcome. Optional step showing range pills and the I don't track this option Step 5: Review and submit The final step shows your answers grouped in sections — about your business, money basics, money details, your team, operations, your priorities, and any improvements you're working on. Each section has an Edit button that jumps straight back to that part if something needs fixing. When everything looks right, click Submit in the black banner. Your score is calculated immediately using the same engine that scores paying clients. Sectioned review with Edit buttons and submit banner Step 6: Read your score — and what it couldn't assess You'll land on your results page: a Strategic Health Score gauge with an overall rating, plus one card per pillar with its own score and color band (red needs attention, amber is developing, green is strong). Because you may have skipped optional fields, the page also includes an honest "What we couldn't assess — and why it matters" section listing anything you left blank or marked as not tracked — framed as findings, not gaps in your homework. If parts of your business couldn't be scored, you'll also see an option to talk a FORTIS advisor through your blind spots; if you filled everything in, you'll go straight to the free-trial path. Click any pillar card to open its detail view. "What This Pillar Measures" is fully readable. The sections below it are blurred with a lock: that analysis is real and already generated for your data, but reserved for full accounts. Results page with score gauge, pillar cards, and the unassessed section Pillar modal with blurred locked sections Step 7: Claim your full report Enter your email in the "Get Your Full Report + 14-Day Free Trial" panel and click Start Free Trial. We'll email you a sign-in link — click it and finish the short onboarding. Your assessment attaches to the new account automatically and becomes your first month's submission — you'll never re-enter it: the full report, unblurred and with every pillar deep-dive unlocked, will be waiting on your dashboard. The 14-day trial starts from the moment you create the account. No card required. ❗ Important — The sign-in link goes to the email you enter Use an inbox you can access. The link works once and expires in 24 hours.