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Peak Atlas

Peak Booking / Lead-to-revenue

The meeting isn't the goal.The outcome is what counts.

A full calendar doesn't tell you whether customers come out of it. Peak Booking shows the path from page view to outcome in separate stages, split by source, and reads revenue from the opportunities in Peak CRM. Anything unknown stays marked as unknown.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
View the revenue flow

Sample data · no real guests, no real revenue.

A meeting is a step in between.

Source / Meeting / Outcome

01Interest02Meeting03Revenue
Example / Separate stages

What doesn't get mixed up.

Interest
Page view and started are anonymous; only a left email makes a contact.
Meeting
Booked isn't held; you record the outcome after the call.
Revenue
Read from opportunities in Peak CRM, not from payments or invoices.
Example with fictional data · not the product interface

Your journey in the example

Source, stage, outcome.

Describe your source, the stage you want to understand and what counts in the end. The preview stores nothing and measures nothing.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Booking / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three answers. One whole journey.

Draft · not yet put together

Source
Still open
Stage
Still open
Outcome
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

From source to outcome

One journey, many honest stages.

The analytics follow a funnel with twelve stages from page view to customer. Insights name their basis and only appear above a minimum sample.

  1. 01Arrive

    Where the guest comes from.

    Interest

    Page view and started are anonymous; only a left email makes a contact.

    Source, device, language, time zone and landing page are captured on the visit and shown separately in the analytics.

    Visit → source
  2. 02Book

    Where guests drop off.

    Meeting

    Booked isn't held; you record the outcome after the call.

    You see the drop-off per question with a hint to make a question optional. Whoever left an email and didn't book appears under “Leads without a meeting”.

    Questions → drop-off per question
  3. 03Outcome

    What the conversation produced.

    Revenue

    Read from opportunities in Peak CRM, not from payments or invoices.

    After the meeting you record held, qualified or no-show; revenue comes from Peak CRM. In the example only a note is created.

    Sample artifact → journey note

From the example to real analytics

See your own funnel.

As soon as your booking page has visits, Peak Booking shows the funnel, the drop-off per question and the split by source. With Peak CRM, revenue from your opportunities is added.

Start with Peak Booking

Peak Booking / Your next step

Stop counting meetings. Understand outcomes.

Try the journey in the example. Then see your real funnel.

View the revenue flow
Local working example

From the first click to the outcome.

Read from opportunities in Peak CRM, not from payments or invoices.

Frequently asked questions

Does an anonymous drop-off count as a lead?

No. Anonymous, identified, qualified and booked are separate stages.

Where does revenue in analytics come from?

From opportunities in Peak CRM. Invoices and payments are not mixed in.

When does Peak show insights?

Only once there is a minimum sample. Every insight names its rule and basis.

More in Peak Booking