Where the numbers come from
What every figure in QortexOS is built from, which figures are modeled, and how to read them accordingly.
Every figure on a QortexOS screen has the same short answer to the question of what it is made of: your organization's own synced data.
Your own data, and nothing else
Every figure QortexOS shows is computed from your organization's own synced data.
That has a practical consequence. The figures are only as complete as the systems you have connected. If your accounting system is connected and your PSA is not, the revenue screens are populated and the service screens are not. See How data gets into QortexOS.
Definitions sit next to the number
QortexOS puts a figure's definition where the figure is, not in a separate reference. A card often carries a one-line description under its label. A table or a list often carries a short note beneath it that says what the rows contain. Where a figure covers a fixed period, the period is written into the label itself.
When you are unsure what a number counts, the answer is almost always on the same screen. Read the line under the card before reaching for a different explanation.
Some figures are modeled
Not every figure is a count of things that have already happened. Some are forward-looking or comparative, and QortexOS presents them as such.
You can recognize them from how they are shown. Forecast, under Finance (the screen is titled Revenue Forecast), shows three projected amounts per row rather than one, labeled P10, P50, and P90 from lowest to highest: a low, a middle, and a high reading of the same projection. Retention, under Operations, counts Churn predictions. Benchmark, under Benchmarks, reports an Average percentile, a position rather than an amount.
These figures are computed from your synced data and they move as new data arrives. Treat them as a point-in-time reading rather than a settled fact. A projection that shifts after a new sync has not failed; it has been recomputed against more information.
Every figure carries a date
Because figures move, QortexOS states the moment each one reflects. The as-of line under the summary cards names it, and it is specific to that screen. So a number is never presented without the context needed to judge it. See Statuses and freshness.
Reading a figure well
Three habits cover almost every case.
Read the label. It names what is counted and, where it applies, the period covered.
Read the as-of line. It tells you what moment the figure reflects.
Check what is connected. A figure can only reflect what has synced, so ask whether the systems that would carry that data are connected.