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The parts of HarborOS aren’t separate tools, each with its own numbers to keep in sync. They’re lenses: different views onto one shared picture of your business. Look through a different lens and you see the same reality from the angle you need.

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The shared picture is your contracts

Most of HarborOS reads from the same place — your contracts. Compass, Renewals, Reports, and Metrics don’t keep their own copies of the numbers; they each read the contracts and show you a different cut. That’s why they can’t drift apart or disagree. The renewal you mark at risk in Renewals is the same contract whose ARR shows up in Compass and whose loss would land in the waterfall in Reports. One set of facts, seen several ways. A few of the lenses:
  • Compass — where the business stands right now. Your starting point.
  • Renewals — the forward renewal book: what’s coming up, the likelihood you’ve set, and churn risk.
  • Reports — the views you hand outward: the ARR waterfall, variance, revenue recognition, track record.
  • Metrics — the headline numbers: ARR, retention, movement over time.

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Pipeline is the one forward-looking lens

Pipeline works a little differently, and the difference is worth understanding. It holds the deals you haven’t signed yet — opportunities, split into new business and expansion, each with a stage and a win probability. These aren’t contracts; they’re potential contracts. When a deal is won, it converts into a contract and joins the shared picture everything else reads from. So Pipeline doesn’t live apart from your contracts — it’s the layer that flows into them as deals close.

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You decide what’s in the pipeline

Pipeline isn’t a live mirror of your CRM. Deals sync from your CRM into a staging area first — held, not counted. You review each one and either promote it into your pipeline or dismiss it. Only promoted deals become opportunities, and only then do they affect your forecast. This is deliberate. Your sales team’s CRM reflects what they’re working; your forecast should reflect what you are willing to stand behind, what you decide. The staging step is where that judgment happens — nothing your reps log moves your numbers until you decide it should. This is one of several places judgment gates your numbers — see [Judgment is the gate](/concepts/judgment-is-the-gate).

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Time is its own dimension

Any of these lenses can be captured at a moment and compared later. That’s what Portolan does — it preserves a lens as it stood on a given day, so you can see what changed and why.

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Why it matters

Because the lenses share one source, switching between them never means stopping to check which number is right. You’re not reconciling Renewals against Reports against Metrics — they’re the same contracts, read from different angles. It’s the practical payoff of contract is the atom.