Each client has unique key data values in their system we use to make our Pulse™️ dashboards your own.
Calibrate your Company's Pulse™️
Congratulations on choosing to monitor your company with Pulse™️ by The Mainspring Group. You have just selected a way to use your current operational systems and data to improve your tomorrow. Step 1 is complete.
The goal of Pulse™️ is to provide you specific answers to improve your profit and operations. Gone are the days of you needing to digest reams of reports, grids of data, and hours of computation. Our platform not only shows you what is out of range, but also what you need to do to bring it back to healthy business.
At Mainspring, we have created a visual system for you to rapidly realize the benefits of your responses. Step 2 is as easy to complete as providing us a few pieces of your existing data to align your Pulse™️ platform. Each data field is necessary in order to bring life to the hands of the Pulse™️.
We understand your systems and processes will change over time. Any of these variables are able to be updated at any time. Please allow us (3) business days to complete the integration of your variables into your Pulse™. We will notify you when complete.
Each item can be found in your current MarkSystems interface. If you have any questions, please let your Mainspring Assistant know.
Company Variables
Default to a single Company display? (Y or N) -
Y- You may use the Company element of MarkSystems to manage numerous subsidiary companies but only wish to view a single Company for your Pulse™️ dashboards. If so, specify the Company Code here.
N - If you choose to not limit Pulse™️ to a single MarkSystems Company, you will be presented with filters throughout your Pulse™️ to allow you to see all of your Companies or select specific ones. If you select "N" here you may still specify a preferred company that you wish to be automatically selected when some dashboards are loaded. Your other companies will still be listed to be chosen to view.
Scheduling Variables
Schedule Start Activity Code - (???)
This is the Activity Code in your MarkSystems Scheduling system you recognize as the initial on-site function. You may consider clearing, stakeout, or foundation excavation date as your start of construction. This date is used in the Pulse™️ to realize the activity that you begin incurring hard costs on the unit. We use it to calculate the carrying cost on Specs and Models, and the duration of field production.
Spec Home Ready Activity Code - (???)
This Activity Code is the last Activity that gets completed in the Schedule for Spec Units. This activity often is just prior to the Certificate of Occupancy, Homeowner Orientation, or some other point you consider Spec home construction complete until it is sold. Pulse™️ uses this activity to indicate Spec Inventory Aging, Daily Carry Cost, and Total Carry Cost since Ready. You will have the ability to select an interest rate allowing a what-if analysis for optimal time to carry the Specs.
Schedule Finish Activity Code - (???)
This is the Activity Code in your MarSystems Scheduling system you recognize as the completion of on-site production. This is typically the last activity preceding any post-closing warranty period. This date is used in the Pulse™️ to realize the duration of field production. This may, or may not be the same as your Settlement Date.
Include Schedule Hold? - (Y/N)
Should your units that you have flagged to hold the schedule be included in your production count?
Settlement Activity Code - (???)
This Activity Code may be the same as the Schedule Finish Activity Code above if you do not include a specific Settlement Activity.
Cash Flow Variables
Schedule or Weekly Draws - (S or W)
S - Schedule driven draws indicate you use the Construction Loan system available within MarkSystems. You have Draw Schedules set up and connected to the Scheduling System for the Draw Dates.
W - Weekly draws indicate you have a Construction Loan amount set up for each Unit. The amount is divided by the number of weeks remaining on the schedule until you reach the Final Weekly Draw Activity Code.
Final Weekly Draw Activity Code - (???)
You only need to provide this Activity Code if you selected "W" - Weekly Draws above.
This is your schedule activity code you recognize at the final ability to draw on your Construction Loan for a Unit. This may be the same as the Settlement Activity Code, the Schedule Finish Activity Code, or any other Activity Code you wish to use from your schedule system.
Margin Variables
Gross Margin Target - (###%)
This is the percentage of revenue you consider as your target Gross Margin. It is used to highlight specific Units that may not be reaching that target in the Backlog Margin, Closed Margin, And Spec Inventory dashboards within Pulse™️.
By Division or Subdivision? - (?)
D - You want to see the bar charts of your Margin Dashboards listed by Division.
S - You want to see the bar charts of your Margin Dashboards listed by Community.
Cost Category Start for Gross Margin Computation - (###)
Cost Category End for Gross Margin Computation - (###)
Some clients may want to exclude pre-construction and/or post-construction Cost Categories from the costs used to compute your Gross Margins.
The Cost Category Start will exclude any Cost Categories below this Cost Category Number. The Cost Category End will exclude any Cost Categories equal to or higher than this Cost Category Number.
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