Reading the money

Once your deals are on the board, KretaOS adds them up in three places. Each one answers a different question, and each counts the same deals the same way.

On the board: what is open now

The Deals header shows how many deals are open and their total value. Each column shows the value sitting in that stage. Only open stages count — won, delivered and lost deals are not part of "pipeline".

If you sell in more than one currency, KretaOS never adds them together. You see one total per currency side by side.

On Home: one line

Home's brief has an Open pipeline row with the same total, how many open deals make it up, and how many of those are at risk. See deals takes you to the board.

On Analytics: the full picture

Open Analytics and go to the Revenue section. It answers four questions for the period you pick:

1. Won revenue — what closed. Deals in Won and Delivered both count. Next to it: deals won, deals lost, the average won deal, and the median days from creating a deal to winning it.
2. Stage conversion — of the deals that reached a stage, how many moved on to the next.
3. Open pipeline by stage — where today's open value sits.
4. Forecast by expected close — open value placed in the month the deal is expected to close, over the next six months.

The KPI strip at the top also shows Win rate (or "Deals won of closed" when there are too few to read as a rate) and Open pipeline.

How the forecast is counted

The forecast is unweighted. Every open deal counts at its full value, whatever its stage. KretaOS does not guess a probability for you, because a guessed percentage reads like a fact and is not one.

Deals without an expected close date are not placed on the chart — set one from the Set close date chip on the deal's card. Neither are open deals whose expected close has already passed. The note under the chart tells you how many of each were left out, so the total never quietly hides them.

Revenue charts describe your default pipeline's stages. Won, lost and open totals include every pipeline.

Targets

On plans that include targets, an admin sets a monthly or quarterly number — won revenue, deals won, touches — under Settings › Targets. A manager can set their own and their team's. Analytics then shows whether you are ahead of or behind a steady pace. It compares what has happened with where the target would be today; it never predicts the result.

Try it

1. Open Deals and note the open total in the header.
2. Open Analytics and scroll to Revenue.
3. Compare Open pipeline by stage with the board's columns — they count the same deals.
4. Read the note under Forecast by expected close to see how many deals it left out and why.