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This walks you from an empty workspace to your first real ARR number. HarborOS guides you through most of it on first sign-in; this is the same path, laid out so you know what each step is for.

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1. Set up your workspace

Name your organization and set your reporting currency. This is the workspace everything else lives in.

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2. Connect your sources

In Integrations, connect where your data lives:
  • Your CRM — HubSpot, Salesforce, Attio, Pipedrive, Close, or Copper. This brings in your deals so you can forecast pipeline.
  • Google Drive — where your contract documents live, so HarborOS can read their terms automatically.

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3. Bring in your contracts and confirm them

Get your contracts into HarborOS one of two ways: let it read them from a connected Google Drive, or upload a PDF directly on the Contracts screen. Either way, HarborOS extracts the terms — ARR, dates, renewal details — and you can correct any field by hand before accepting it. A contract doesn’t count toward your numbers until you confirm it. Confirm them one by one, or confirm a batch at once, with the lower-confidence reads surfaced first. (Why this step exists: Judgment is the gate.)

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4. Promote your pipeline

Deals synced from your CRM land in Docking for review. Promote the ones you’ll stand behind; only those reach your forecast. (See Pipeline review.)

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5. Make your renewal calls

In Renewals, set the likelihood on what’s coming up — likely, maybe, at risk, or churn. This is the biggest lever on your forecast. (See Renewal review.)

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6. See where you stand

Open Compass for where the business stands now, and Metrics for your headline numbers. Everything you see traces back to the contracts you just confirmed.

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What’s next