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Help center

Guides for connecting your data, reading your reports and acting on what KO finds.

Getting started

1

Create your project, connect your first sources, and get to a first report.

Connections

7

Ad platforms, CRM, analytics and the site script — connect them and keep them healthy.

Reports & metrics

20

What every view shows, how each metric is calculated, and how to slice them.

The Pulse report

The day view: the sprint goal and the pace toward it, the agenda for today, what the system found and the hypotheses the team is testing. How to set the sprint length and the goal, move between sprints, add a hypothesis and wrap up a sprint.

How a report works

A report in KO is a set of sections sharing one filter, each with a period of its own. What the Reports area shows, how to assemble your own report from sections, and how the period, the filter and the standard reports work.

The Add report window — templates

Ready-made reports for common questions: what a template adds — reports, slices and metrics — which sources it needs, how to add a template or an empty report, and what the "already exists" and "won't be added" marks mean.

The Metrics section

Cards with the key numbers of a report: value for the period, previous period, plan and a trend chart. What the section shows, how to choose which cards appear, and how to read the marks next to numbers.

The Plan vs actual section

A "metric × period" table: the actuals by week or month, the target from the project plan and a forecast of completion. What the section shows, how to choose the grouping and the plan, how to edit a target in the table, and how to read Total, Subtotal, the forecast range and the highlight.

The Breakdown section

A "segment × metric" table: rows are the values of a chosen field, columns are metrics. How to build a chain of levels, what the Total and Other rows mean, and how to read the top-N, the heat map and row verdicts.

The Entities section

A table whose rows come from the project catalog, not from the data: a manager with no deals and a paused campaign stay in the table as rows of zeros. Attributes as columns, the "outside the directory" row, deleted rows kept with a mark, verdicts on ad rows, lost deals by the stage they reached, search queries with position and change, site events with their source and where the tracker sent them, rejection reasons and campaigns marked with groups.

How KO gives a row its verdict

The method behind row verdicts in Breakdown and Entities: what a row is compared with, why "worse than the norm" is a test and not a comparison of two numbers, the order in which a verdict is chosen, when broken tracking cancels "cut", how overpayment is counted and where the table-wide findings come from.

The Stages section

The CRM funnel as cards in two modes: Flow — how many leads entered each stage over the period, moved on and got stuck; Snapshot — how many deals stand at each stage right now. How to choose a funnel and a mode, and how to mark the winning stage and the intermediate goals.

The What to do now section

Findings KO selected from the project data: cards in one grid by priority with the type of finding on a chip, forecasts, "Worth a look" and "What works", and the decision breakdown panel. How to read the selection, how to work on a finding with a hypothesis and why the list is sometimes empty.

The Journals section

The feed of records behind the numbers in a report: leads, visits, product events. A health scan above the feed, a record breakdown on the right, columns and filters of your own, lead contacts and who sees them.

The Diagnostics section

The state of the project's website and connections: what is broken, since when, and what the server answered. Availability, domain and certificate expiry, authorization and incoming data per connection, the CRM winning stage, tags on leads and visits, ad clicks reaching the website.

Settings → Metrics

The project metric catalogue: label, number format, formula, state and the places a metric is already used in. How to edit a standard metric, create your own, and put everything back.

Settings → Fields

The project dimension catalogue: where fields come from, what "Filled" means, where a field works — filter, breakdown, segments, formulas — and how to switch it on for reports.

Settings → Segments

Project slices and segments: how to define your own report dimension, what a segment rule is made of, what reach tells you, and why the numbers do not change straight away.

The Planning section

Metric targets for each period: how to create a plan, enter targets, set the sprint goal and KPIs, add and remove a separate goal, set an end date and a review, and group plans. What a plan changes in Plan vs actual, Focus and Pulse.

The Context section

What KO needs to know about your business for its conclusions to be about your business: project mode, seasonality, what to compare against, priority regions and the brief. What already works and why an honest answer sometimes lowers confidence.

The Lead classes section

Every lead gets one class by how the deal ended: fast, slow or small sale, lost, no outcome yet. Where the "fast" and "small" thresholds come from, when to change them and why a class is sometimes not separated.

The Funnels section

Your own lead path through stages, on top of CRM data: each stage is a condition, and a lead goes to the first stage that matches. How to build a funnel from a copy of a CRM pipeline, check its reach, what "Outside stages" and "Matched several stages" mean, and why Flow is sometimes not available.

The Calendar section

Public holidays, shifted days, business and custom dates: what to account for so that a drop on 1 January does not read as a fault. How to pick country calendars, what the business and marketing sets add and where to enter a date of your own.

Planning

0

Build plans and budgets, and compare them against what actually happened.

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For developers

6

Send your own events from a site or an app, and the exact call formats.

Account & billing

3

Users and access, subscription, invoices, and data retention.