The question as a pivot
Why are tasks piling up on one client's board?
You pick a source, such as tasks, orders or receipts, and set rows, columns and measure. The question then lives in the evaluation's address.
Finding → task · Preview
An evaluation is only worth something once someone acts on it. In Peak Analytics the pivot shows you the largest value and its share of the total. With “Check” it becomes a task in Peak Task, with a link back to exactly this evaluation.
In the preview. The task is only created when you choose “Check”; examples on this page are fictional.
When one client board carries most of the open work, it belongs in the team meeting, not in gut feeling.
How it works in the preview
Three steps between an open question and a person who takes care of it.
Why are tasks piling up on one client's board?
You pick a source, such as tasks, orders or receipts, and set rows, columns and measure. The question then lives in the evaluation's address.
Tasks by board and status
Largest value: board “Hafenwerk”, in progress
Check: open tasks Hafenwerk
One click creates a task of its own in Peak Task. It carries the finding in its title and links back, so nobody gets a number without its context.
Your review is still open.
These marks start nothing.Draft and evaluation stay separate
Peak Analytics is a preview. You can evaluate orders, receipts, tasks, goals and files, not arbitrary external data.
Businesses and numbers on this page are made up and marked as examples. None of it is a measurement or a customer result.
The website reads no data from your workspace. Evaluations only happen in Peak Analytics, with your permissions.
Your next step
See how a largest value turns into a task that links back.
See the finding flowIn the preview. The task is only created when you choose “Check”; examples on this page are fictional.
Peak Analytics is available as a preview. What this page describes as available exists in the preview; examples with company names and numbers are fictional.
Peak Analytics creates a task of its own in Peak Task. Its title starts with “Check:” and names the finding, and it links back to the evaluation with the same rows, columns and measure.
No. The task is only created when you choose “Check”. Automatic hints and alerts are planned but not built.
For measures where a share makes sense, such as sum or count. For average, minimum or maximum a share would be misleading.