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The Peak Analytics preview,
documented step by step.
This documentation covers what the preview does today: pick a source, build a pivot evaluation, read the largest cell, turn a finding into a task, export as CSV and share a released snapshot. Nothing beyond that.
Where do you want to make progress?
Choose the tasks source, open the starting point
The Peak Analytics preview,
documented step by step.
Five sources, one pivot, three ways out.
This documentation covers what the preview does today: pick a source, build a pivot evaluation, read the largest cell, turn a finding into a task, export as CSV and share a released snapshot. Nothing beyond that. Sources: orders, receipts, tasks, goals and files. Calculation: rows × columns × measure with count, sum, average, minimum or maximum, time grain from day to year. Ways out: a task in Peak Task, CSV export, a shared snapshot.
What you need.
- A Peak workspace with Peak Analytics and at least one source with data, such as tasks in Peak Task.
- Permissions on the source's data; only what your permissions allow is evaluated.
- Export allowance left in your plan for CSV export; demo mode to try it without your own data.
- Orders: Peak Profit · month, channel, marketplace, country, new/returning customer, refunds, discounts (example Revenue per channel)
- Receipts: Peak Finance · income and expenses per counterparty and month (example Income per client)
- Tasks: Peak Task · board, status, week (example Open tasks per board)
- Goals: Peak Goals · status, level (example Goals per status)
- Files: Peak Docs · folder, kind, size (example Storage per folder)
The learning path
Pick a source, build the pivot, pass it on.
Pick a source and a starting point
Choose one of the five sources. Each comes with a first pivot as a starting point. Orders also come with four monthly report templates: revenue per channel, refunds per channel, revenue per marketplace, and orders by new and returning customers.
- Choose the tasks source, open the starting point
- Rows board, columns status, measure count
- "Check" creates a task in Peak Task
"Check" creates a task in Peak Task
If you get stuck
When the number doesn't fit.
What happens with mixed currencies?
The preview does not add different currencies into one number. Split the evaluation so each total holds a single currency. Conversion is planned.
What does the "cut-out" notice mean?
Very large sources are marked as a cut-out. The numbers then apply to that cut-out; keep the notice with them when you pass them on.
Are there charts and dashboards?
No, both are planned. The preview shows pivot tables. More cases with their fixes are in the help section.
Your quality check
Before you use it in your workspace.
Tick what you have checked. Your selection stays in this view only.
0 of 3 points checked
What this article is based on.
Editorial page with fictional examples (Harbourview Agency (fictional), Willowcourt Advisory (fictional), Nordwind Travel Goods (fictional)). What is described as available follows the code of the Peak Analytics preview. No measurements, no customers, nothing is sent or saved.
- Checked evidence
Peak Analytics is a preview: pivot over orders, receipts, tasks, goals and files; count, sum, average, minimum, maximum; day to year; CSV export; sharing a released snapshot; largest value as a task.
peak-one app/w/[scope]/apps/analytics, lib/bi/model.ts, lib/views/pivot.ts, lib/bi/share.ts · checked 2026-10-29 - Editorial demo
Synthetic numbers in the browser. No real data is read, computed or saved.
Start small, hand it on cleanly.
If a number looks odd, the help page explains the most common cases and what to do about each.
Frequently asked questions
Is Peak Analytics finished?
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.
Which data can I evaluate?
Orders from Peak Profit, receipts from Peak Finance, tasks from Peak Task, goals from Peak Goals and files from Peak Docs, always within your permissions.
How do I pass a result on?
As a task in Peak Task via "Check", as a CSV export against your plan's export allowance, or as a released snapshot shared by link with comments.
Are there charts?
No. Charts and dashboards are planned. The preview shows pivot tables.