Collect questions
I want to see open work per client every Monday.
You write down what you want to know regularly, such as open work per client or revenue per channel.
Dashboard builder · Planned
The plan is a builder where you start a dashboard with your questions: what do you want to know every week? It is meant to turn them into a draft of matching evaluations that you check before it counts. Today you build each of these questions as its own pivot.
Planned, not available. The pivot evaluation that tiles are meant to come from is in the preview.
The question decides what is counted. The grid follows it, not the other way round.
How it is planned
You see every proposal with its data basis before it lands on the dashboard.
I want to see open work per client every Monday.
You write down what you want to know regularly, such as open work per client or revenue per channel.
Source: tasks
Rows board, columns status, count
Tile “Open work per client” (planned)
Planned: only after your approval does the draft count as a dashboard. Without approval nothing changes.
Your review is still open.
These marks start nothing.Draft and evaluation stay separate
This capability is specified and not built yet. There is no date and no separate price.
Businesses and numbers on this page are made up and marked as examples. None of it is a measurement or a customer result.
Peak Analytics is available as a preview: pivot evaluations over orders, receipts, tasks, goals and files, CSV export and sharing.
Your next step
Until the builder arrives, you build each question as a pivot: rows, columns, measure and time grid.
Today: see the pivotPlanned, not available. The pivot evaluation that tiles are meant to come from is in the preview.
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.
How the draft is meant to come about is not settled yet. What is settled: a proposal is meant to show source, rows, columns and measure and to count only after your approval.
As a pivot: pick a source, set rows and columns, choose one of five calculations and set the time grid from day to year.
That is the intention: tiles are meant to come from saved evaluations. There is no date for it.