Funnel analytics · Planned
A funnel analysis across your Peak apps is planned: enquiries from Peak Forms, appointments from Peak Booking, offers from Peak Offer, deals in Peak CRM. Every stage is meant to show its definition, so you see between which steps prospects drop off. It does not exist yet. Today you count single stages in a pivot, such as tasks by board and status.
Today: read the funnel guidePlanned, not available. Forms, appointments, offers and CRM are not sources of the preview; today you evaluate orders, receipts, tasks, goals and files.
01 / Example value
Between which two steps do you lose the most prospects?
Enquiries from Peak Forms (planned) · Transition enquiry → offer per service · Today: tasks “Write offer” by status
Change the example value. The finding follows the value.
Fictional example · no real data
Two sample questions
How would you know that someone has reached a stage?
How many booked first appointments actually take place?
Enquiries from Peak Forms (planned) · Transition enquiry → offer per service · Today: tasks “Write offer” by status
Appointments from Peak Booking (planned) · Transition booked → held · Bottleneck as a task via “Check”
Honest about the status
01 / What is settled today
This capability is specified and not built yet. There is no date and no separate price.
02 / Your control
Businesses and numbers on this page are made up and marked as examples. None of it is a measurement or a customer result.
Compare both evaluations and their reasons.
03 / The clear limit
Peak Analytics is available as a preview: pivot evaluations over orders, receipts, tasks, goals and files, CSV export and sharing.
Your next step
The funnel guide shows how to define stages cleanly before you compare transitions. That helps you today, even without a finished funnel tool.
Today: read the funnel guidePlanned, not available. Forms, appointments, offers and CRM are not sources of the preview; today you evaluate orders, receipts, tasks, goals and files.
No. This capability is planned and not built yet; there is no launch date. Available today is the Peak Analytics preview: pivot evaluations over orders, receipts, tasks, goals and files with CSV export and sharing.
Stages from your Peak apps are planned, such as enquiry from Peak Forms, appointment from Peak Booking, offer from Peak Offer and deal in Peak CRM. These apps are not Peak Analytics sources today.
Single stages that run as tasks in Peak Task, such as “Write offer” by board and status. The preview does not calculate transitions between stages.
Because a funnel is only comparable if “reached” means the same every month, such as an appointment held rather than one booked.
