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Peak Atlas

PreviewAvailable in the Peak Analytics preview. Examples with company names and numbers on this page are fictional.

Peak Analytics · Documentation · Data sourcesPreview documentation · as of 29 Oct 2026 · examples fictional

Know the source first.Then trust the number.

Peak Analytics does not read arbitrary data. It evaluates what is created in your Peak apps: orders from Peak Profit, receipts from Peak Finance, tasks from Peak Task and Work, goals from Peak Goals and files from Peak Docs. This page documents which fields each source has, how to map your question to a source, and what applies when the data lives somewhere else.

Dein erster Vorbereitungsschritt

Als Nächstes: Question in one sentence

See sources and fields
Documentation · Preview

Every number comes from somewhere.

Five sources from five Peak apps. No external connectors, no API. What does not live in Peak is not evaluated by Peak Analytics today.

  1. 01

    Map the question

    Which Peak app creates the information you are asking about?

    Hier beginnen
  2. 02

    Check the fields

    Does it have the column you want to group by, and is it filled in?

    Technischer Nachweis offen
  3. 03

    Know the limits

    Settle currencies, cut-outs, empty values and export allowance before you evaluate.

    Technischer Nachweis offen

01 / Deine Ausgangsbasis

Before you build your first evaluation.

Tick what you have settled for your question. Your selection stays on this page and can be downloaded as a checklist. Nothing connects to Peak Analytics.

Vorbereitung lokal dokumentieren

02 / Die Zuordnung

Which app fills which source.

The five preview sources with their fields, plus two cases that have no source today. The rows are a checklist for your question, not an import and not a connection.

Feld → BedeutungSynthetisches Beispiel
  • AusgangsfeldPeak Profit · Orders
    Zu prüfende Bedeutung

    Month, channel, marketplace, country, new or returning customer, revenue, refunds, discounts

    For revenue questions in commerce. Amounts in different currencies are never added up; they stay separate. Four monthly report presets start here.

  • AusgangsfeldPeak Finance · Receipts
    Zu prüfende Bedeutung

    Income and expenses by counterparty and month

    For service businesses and agencies: who pays how much, what do we spend on? A counterparty without a name stays visible as empty and is never filed away silently.

  • AusgangsfeldPeak Task and Work · Tasks
    Zu prüfende Bedeutung

    Board, status, week

    For workload and open work: tasks by client board and status, per week. Tasks created with “Check” land here too.

  • AusgangsfeldPeak Goals · Goals
    Zu prüfende Bedeutung

    Status and level

    For how many goals per level are on track. A status without a value and a missing status stay distinct.

  • AusgangsfeldPeak Docs · Files
    Zu prüfende Bedeutung

    Folder, kind, size

    For storage and housekeeping: which folder is growing, which file kind takes up space?

  • AusgangsfeldLeads, campaigns, subscriptions, website visits
    Zu prüfende Bedeutung

    No source today · planned

    CRM, lead and campaign sources, MRR and churn from subscription data, and website and event data are planned and not built. Without a source there is no evaluation.

    Manuell klären
  • AusgangsfeldData outside Peak (spreadsheets, other systems)
    Zu prüfende Bedeutung

    No connector, no API, no import

    Peak Analytics reads no external systems. The path runs the other way: export your evaluation as CSV and combine it with the other data in Excel.

    Manuell klären

„Notiz gelesen“ bestätigt deine Sichtung. Es bestätigt weder Feldkompatibilität noch einen erfolgreichen Import.

From app to column

Every source has its fields.

What does not exist as a field cannot become a row or a column.

Our standard

Documented meansnot connected.

This page describes the preview's sources. It reads nothing from your workspace, connects nothing and computes nothing with real data. Evaluations only happen in Peak Analytics, with your permissions.

The honest stop

No connectors. No API.

What lives outside Peak stays there. The way out is CSV.

01 / Der Datenraum

Only what lives in Peak

Deine lokale Checkliste0 / 4Vorbereitungspunkte dokumentiertBrowser · kein Upload

What is evaluated is what Peak Profit, Finance, Task and Work, Goals and Docs create. Nothing else.

02 / Drei getrennte Entscheidungen

Empty stays empty

  1. Prepare0/4 lokal markiert
  2. Technisch prüfenNachweis offen
  3. ApproveNicht erfolgt
03 / Das Original bleibt erreichbar

No sum across currencies

Bisheriger AblaufNeuer Weg
Noch ungeprüft

Euros and francs sit side by side, not in one total. Conversion is planned, not built.

03 / Kontrolliert vorgehen

When the data lives elsewhere.

  1. 01 / Testpaket

    Evaluate in Peak what lives there

    Build the pivot over the source that carries your question, for example receipts by counterparty and month.

    Testumfang / PlanVORBEREITUNG
    Ein kleiner, klarer Ausschnitt.
    • Neutrale Testdaten
    • Leere Werte & Sonderzeichen
    • Verzweigungen & Pflichtfelder
    Noch kein Import ausgeführt
  2. 02 / Reconciliation

    Export as CSV

    Download the evaluation as CSV for Excel, within the export allowance.

    Felder / PrüflisteVORBEREITUNG
    Peak Profit · Orders
    Month, channel, marketplace, country, new or returning customer, revenue, refunds, discounts
    Peak Finance · Receipts
    Income and expenses by counterparty and month
    Peak Task and Work · Tasks
    Board, status, week
    Peak Goals · Goals
    Status and level
    Peak Docs · Files
    Folder, kind, size
    Leads, campaigns, subscriptions, website visits
    No source today · planned
    Data outside Peak (spreadsheets, other systems)
    No connector, no API, no import
    Feldgleichheit technisch offen
  3. 03 / Decision

    Combine outside

    Join the file in your spreadsheet with the data Peak does not have. Note where every column comes from.

    Freigabe / ProtokollVORBEREITUNG
    Owner
    Noch festzulegen
    Ergebnisnachweis
    Still open
    Rückweg
    Original erhalten
    Keine Produktfreigabe
The way out

Export instead of an interface.

A CSV file is modest, but checkable and readable everywhere.

Die offene Freigabe

Vor dem tatsächlichen Wechsel offen

  • 01No external connectors: data from systems outside Peak is not read today.
  • 02No API and no SDK. Both are planned and have no date.
  • 03CSV exists as an export, not as an import. Export uses your plan's export allowance.
  • 04Mixed currencies are never added up, and very large sources are shown as a marked cut-out.
The next sensible step

The source is settled. Now the question.

See how Peak Analytics turns a source into an evaluation, with rows, columns and a measure.

See Peak Analytics

Preview documentation, as of 29 Oct 2026. Examples are fictional. Planned sources are marked as planned and have no date.

Your status to take away

Question, source, fields, limits.

The checklist records what you settled before your first evaluation.

Markdown · Nur dein lokaler Vorbereitungsstand

Checkliste hier ansehen
# Peak Analytics — lokale Wechselcheckliste

Design-Demo. Keine Daten wurden importiert oder veröffentlicht.

## Vorbereitung
- [ ] Question in one sentence
  Nachweis: The question as it is asked in the monthly review
- [ ] Source chosen
  Nachweis: Question → source → Peak app
- [ ] Fields maintained
  Nachweis: List of fields used, with a sample
- [ ] Limits settled
  Nachweis: Note on currency, cut-out and export

## Vor einem tatsächlichen Wechsel weiterhin prüfen
- No external connectors: data from systems outside Peak is not read today.
- No API and no SDK. Both are planned and have no date.
- CSV exists as an export, not as an import. Export uses your plan's export allowance.
- Mixed currencies are never added up, and very large sources are shown as a marked cut-out.

Abgehakte Punkte sind lokale Selbstauskünfte, keine technische Validierung.

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 sources are there?

Five: orders from Peak Profit, receipts from Peak Finance, tasks from Peak Task and Work, goals from Peak Goals and files from Peak Docs. Other sources such as CRM, leads, campaigns or subscription data are planned.

Can I connect data from other systems?

No. There are no external connectors, no CSV import and no API today; API and SDK are planned. The path runs the other way: export the evaluation as CSV and combine it outside.

What happens with several currencies and empty values?

Amounts in different currencies are never added up; they stay separate. Empty, null and missing stay distinct, and very large sources are marked as a cut-out.

More about Peak Analytics