If you're new to FlexPulse AI, this guide will get your first revenue dashboard live in under 30 minutes. No engineering required.
Step 1: Create Your Organization
After signing up, you'll be walked through a brief onboarding flow. The most important step is giving your organization a name and selecting your space type (coworking, cowarehousing, or both).
This selection affects which metrics and KPIs are surfaced in your dashboards — so choose the one that matches your primary business model. You can add additional space types later.
Step 2: Add Your First Location
Click "Add Location" and enter your site's name, address, and inventory baseline. The inventory baseline is the total number of units you have available — desks, offices, or pallet positions, depending on your space type.
This baseline is what the platform uses to calculate your occupancy rate. Getting this number right matters.
Step 3: Connect Your Data Source
FlexPulse AI supports three data sources out of the box:
Google Sheets: If you track your metrics manually in a spreadsheet, you can connect it directly. The platform will walk you through column mapping to match your column headers to FlexPulse AI's standard metrics.
CSV Import: If you have historical data you want to load in bulk, use the CSV import wizard. You can map up to 12 metric types in one import session.
Manual Entry: For operators who prefer to enter data directly in the platform, use the Daily Pulse view under Data Entry. It takes about 2 minutes per location per day.
Step 4: Review Your Dashboard
Once your first data is in, navigate to the Dashboard tab. You'll see:
- Portfolio KPIs: Aggregate occupancy, MRR, and lead counts across all locations
- Top Locations: Your highest and lowest-performing sites ranked by occupancy
- Recent Activity: A live feed of data updates and conflict flags
Step 5: Invite Your Team
Under Settings → Team, you can invite your regional managers and location managers. Role-based permissions ensure each person only sees the data relevant to their scope.
That's it. You're live.
The first week is the hardest — building the habit of entering data consistently. After that, the dashboards take care of themselves.