For B2B companies · Preview
Which clients carry us,and can we deliver for them?
B2B companies have a few large clients and long projects. Two questions decide a lot: who brings the revenue, and can the team deliver what was promised? Peak Analytics sums receipts per client and month and counts tasks by board, status and week, so client revenue and delivery sit side by side.
Put the goal into words. Add perspectives and timing right below.
Preview. Client revenue here means income from receipts per counterparty, not contract values. Delivery means the number of open tasks, not hours. Examples are fictional.
Receipts, income only / Counterparty × quarter, sum / Largest client with share in the quarterly review
Does too much depend on one client?
- Client revenue
- „How much of our revenue comes from our largest client?“ → Largest client with share in the quarterly review
- Delivery
- „Which client project is work piling up in right now?“ → Board with most open tasks as „Check“
- Several currencies
- „What did our clients pay per month in euros and in Swiss francs?“ → CSV for controlling
Your question
How much of your revenue depends on a single client?
When one client brings a large part of your income, every delay in their project is a risk. Receipts per client and open tasks per client board make that visible before anyone has to rely on gut feeling. The example runs only in this browser window and reads no data from your workspace.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three details. One clear evaluation question.
Draft · not yet put together
- Question
- Still open
- Data basis
- Still open
- Next step
- Still open
Two fictional situations
How much of your revenue depends on a single client?
Two fictional B2B firms show how receipts and tasks answer that question.
Albrecht Precision Parts (fictional)
„How much of our revenue comes from our largest client?“
- The action
- Counterparty × quarter, sum
- The intent
- Largest client with share in the quarterly review
Client revenue
- Question
- How much of our revenue comes from our largest client?
- In Peak Analytics
- Receipts, income only
- Why
- The largest client's share shows how dependent you are, and it belongs in every quarterly plan.
Two fictional situations show the path from question to finding. Below is what the preview can do today.
To the source and limitIs this for you?
Know who carries you.
Which clients carry us,
and can we deliver for them?
This is where Peak Analytics helps.
- The largest client's share shows how dependent you are, and it belongs in every quarterly plan.
- A backlog in a large client's project is better raised early than discovered at a missed sign-off.
- Keeping currencies apart prevents a total that never existed.
No real data
What the preview doesn't do.
- Receipts, not contracts
- Two evaluations, no formula
- Currencies kept apart
Available in the preview
Question, pivot and task exist today.
In the Peak Analytics preview you evaluate orders, receipts, tasks, goals and files as a pivot: rows, columns, measure, day to year. The largest value shows with its share of the total, „Check“ turns it into a task, and you share a released snapshot by link or export it as CSV. Tasks from Peak Work are one of the five Peak Analytics sources, and „Check“ turns a finding into a task of its own there, with a link back to the evaluation.
Look at Peak WorkPeak Analytics / Your next step
Know who carries you.
Walk through a fictional B2B example of client revenue and open work side by side.
Walk through a B2B example
Know who carries you.
„What did our clients pay per month in euros and in Swiss francs?“ → CSV for controlling
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.
Where does client revenue come from?
From receipts in Peak Finance, summed per counterparty and month or quarter. Contract values and pipeline are not a source.
How is delivery measured?
As the number of open tasks per client board, status and week, not in hours.
What about clients in other currencies?
They show separately. Amounts in different currencies are neither converted nor added up.