How the numbers are counted

Every number in KretaOS analytics — on the page, in a saved report, in Ask AI's answers, in the monthly mail and the PDF — comes from one calculation. A figure is never worked out a second way somewhere else, so they always agree.

Where to read a definition

• Under any chart on Analytics, open How this is calculated · table.
• In the report builder, the definition sits under the result.
• The monthly PDF ends with an appendix explaining every number.

The rules that matter most

Revenue is booked once. A deal counts as won revenue in the period it first entered a won stage. Editing the deal later, or moving it to delivered, does not count it again.

Money is never added across currencies. If you have deals in rupees and dollars, each currency is shown separately, with a note.

"No data" is not zero. A rate with nothing to divide — a win rate with no closed deals — shows "no data", never a zero rate.

Small samples are shown as fractions. When fewer than five things sit under a rate, you see "2 of 2" rather than a rate that sounds more certain than it is.

"Open" and "overdue" mean right now. Open pipeline, open deals and overdue tasks are as of today, whatever period you picked, and are labelled so.

Clients means working records. Clients, leads and partners that are live. A record merged into another counts once, as the record it was merged into.

Promises are split ours and theirs. "Ours" is what your team promised, including promises where nobody was named. "Theirs" is what clients promised you. Overdue promises counts both, however late — the same number as the badge on Agenda's Promises view and on Home. A promise KretaOS is still unsure about counts as open and overdue, but not as made or kept until someone confirms it.

Replies waiting counts clients, not messages: a client whose latest email or WhatsApp message is theirs, and that nobody has marked handled in the Inbox since. It is as of now, whatever period you picked — the same rule as the Inbox and Home.

Team tables add up. Team breakdowns keep an Unassigned row, so the people rows always total the team figure.

Common measures

• Touches — messages, calls, meetings and notes with clients in the period, both directions.
• Clients touched — distinct clients with at least one touch.
• Reply rate — of the clients your team sent to, the share that wrote back after your first send.
• Median reply time — hours from a client's message to your next reply. A burst of messages counts as one wait.
• Win rate — won ÷ (won + lost), for deals closed in the period.
• Sales cycle — median days from a deal's creation to its first won stage.

Your book

My book means the clients you own and the touches you made. Coverage is "of your book". Team total is the whole workspace.

Privacy

Analytics counts activity — that a message happened, when, and on which channel — not what it said. Counts include all of your team's activity, even mail that is private to a teammate, but the words in that mail are never shown. What's blocking, the one section built from what clients said, uses only what you are allowed to read.

Replies waiting and your Inbox

Replies waiting counts every teammate's threads. Your Inbox lists the ones you are allowed to open, so the two can differ when synced mail is private to the people on it. The People view uses the same count for each person.