Data confidence

Not every figure is equally well supported. A margin calculated from fully costed jobs and one calculated from jobs missing their labor are both numbers, and only one of them is worth acting on.

So figures carry a confidence, drawn from how complete and how corroborated the data behind them is.

What you actually see

A percentage, on a small shield beside the finding. Hovering it gives the same number and the bar it is being judged against.

The color is the quick read: green where the data is strong, amber where it is thinner, red where it has fallen below the bar.

Below the bar the answer itself is held back, and a short note appears in its place saying the score was low and that some source records look incomplete or out of date. You get told what is missing rather than handed a figure nobody should use.

Why hold the answer back rather than print it with a caveat

Because a caveat next to a number does not survive contact with a busy week. The number gets read, the caveat does not, and a decision gets made on a figure nobody would have used if they had understood how thin it was.

Removing the figure and leaving the reason is the more honest failure. You are told something is missing, which is actionable, rather than told something is uncertain, which is not.

What raises confidence

The same three things every time, and none of them are settings:

Connect the sources. A figure computed from the bank alone is less well supported than the same figure with the bank and your accounting software agreeing.

Clear the review queue. Uncategorized money is money the breakdown cannot see.

Cost the jobs. Materials and labor attached to the job rather than the month is what makes per-job figures possible at all.

Why a number can disappear

If a figure was visible last month and is not now, the usual cause is data rather than the business: a connection stopped syncing, or a period has more uncategorized activity in it than the one before.

The evidence chain is where to look, because it shows what the figure was built from — and an empty answer there is the finding.

Last reviewed 2026-07-29

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