Sales funnel · Planned
Your pipeline as a funnel:where deals get stuck.
In sales it isn't the number of conversations that counts, but how many become orders and where the rest get stuck. Peak Analytics is meant to show deals from Peak CRM and quotes from Peak Offer as a funnel: stage by stage, with duration and drop-off. That is planned and not built.
One answer changes the follow-up
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Local draft · no product activationPlanned, not available. Sales funnels from CRM and quote data are specified and not built; Peak CRM and Peak Offer are not Peak Analytics sources today. Examples are fictional.
02 / The follow-up to the data
And how long they've been sitting there?
„How many sales tasks are still open this week?“ → Largest backlog as a task
Concept with fictional businesses · planned, not the product interface · not the product interface
Your question
How precisely do you know today in which stage your deals are stuck?
A pipeline can look full because deals are stuck in one stage. Only the move from stage to stage shows whether sales is making progress or just collecting. The example runs only in this browser window; the evaluation it describes is planned.
Local rule demo · Please use neutral sample details only.
Pick a rating to see the next step.
The answer sets the direction.
- Rating
- —
- Follow-up
- Waiting for a rating
No example picked yet.
The planned sales funnel
Read stages, measure transitions, follow up.
The stages are meant to come from apps that already exist. The evaluation on top is the planned part.
- 01Step 1
Stages from CRM and quotes
Pipeline„In which stage do our deals sit the longest?“ → Slowest stage as a „Check“ task
Peak Analytics is meant to read deals with their stage from Peak CRM and quotes from Peak Offer, such as first contact, quote, negotiation, won or lost.
Deals from Peak CRM as a source - 02Step 2
Measure transitions and duration
0–6Follow-up7–10FinishEach month is meant to show how many deals reach the next stage and how long they sit in each, with count, sum and average.
Stage × month, average days - 03Step 3
Hand on stuck deals
Today„How many sales tasks are still open this week?“ → Largest backlog as a task
The stage with the biggest backlog is meant to show up as a finding you hand to sales as a task in Peak Work with „Check“.
Slowest stage as a „Check“ task
What already exists today
The Peak Analytics preview already exists.
This page describes a planned capability. In the preview today: pivot evaluations over orders, receipts, tasks, goals and files, the largest value with its share, „Check“ as a task, CSV export and sharing a released snapshot. The planned part is meant to build on that. Peak CRM holds contacts and companies. As a Peak Analytics data source it is planned and not connected today.
Look at Peak CRMPeak Analytics / Your next step
Not more deals, less backlog.
See what the planned sales funnel from CRM and quotes is meant to look like.
See the planned sales funnel
Not more deals, less backlog.
„How many sales tasks are still open this week?“ → Largest backlog as a task
Frequently asked questions
Can I use this in Peak Analytics yet?
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.
Are deals from Peak CRM read?
Not yet. Peak CRM and Peak Offer are not Peak Analytics data sources today; connecting them is planned.
Is there a close forecast?
No. Forecasts are planned and not built.
What can a sales team evaluate today?
Tasks by board, status and week, such as a sales board, and income from receipts per client and month.