Training & Webinars¶
Sessions are presented by the Leahy Consulting team — schedules and recordings are on leahyconsulting.com/webinars; registration questions welcome at (513) 723-8091.
We offer regular, hands-on sessions so your team can build confidence, improve efficiency and get answers in real time. Here is what is available, from first look to power user.
Overview demonstration¶
A recorded demonstration in which Mike Leahy walks through the latest version of Pulse Dashboard, module by module, and shares new PULSE reports and views. Ideal for potential users — and a great high-level orientation for new users at companies already running Pulse Dashboard. Watch on leahyconsulting.com →
Fundamentals training¶
A 55-minute class designed for new Pulse Dashboard users: what information is at your fingertips for your job, how to add or change columns on screen, and how to create custom tabs. Offered as video training and webinars — a refresher for existing users, too. The class handout is written up on this site as Pulse Dashboard fundamentals. Details →
Advanced features webinar¶
For potential and new users who want to see the advanced features in each Dashboard module. Details →
Advanced training (Designer)¶
Deep-dives for report builders: the Advanced Screen Designer that links related reports on a common field, the Designer module’s three extra report types (Advanced Report Designer, Crystal Report box and Query Analyzer Report), and the Report Scheduler that creates and emails reports on a schedule. The class handout is written up as Advanced techniques, and the Scheduler has its own setup guide. Details →
Supply-chain training¶
Learn the supply-chain capabilities of Pulse Dashboard: pinpointing finished-good shortages from customer orders, production component shortages from production orders, past-due purchase orders and upcoming deliveries — plus advanced tools such as Purchase Order Generators and automated report scheduling. Details →
Physical inventory workshop¶
A recorded session in which Mike Leahy and Ann Hayner walk through the processes and procedures for preparing and executing a successful physical inventory count with Macola®. Pairs well with our physical inventory guide. Details →
Printable handouts¶
| Handout | Audience |
|---|---|
| Fundamentals training handout (PDF, June 2023) | New users — refreshing data, columns, sorting, filtering, publishing a tab |
| Advanced techniques handout (PDF, October 2019) | Report builders — custom formulas, Designer tools, publishing |
| Pinpointing shortages handout (PDF, December 2018) | Customer service and production — finished goods and component shortages |
| Training for accounting personnel (PDF) | Accounting — A/R and A/P aging, actual vs. budget graphs |