Peak CRM · Revenue Leak Radar
Revenue that quietly
slips away.
Three signal classes, kept apart: inactive lead, open quote, overdue amount. Put your checks together here and find the next step.
Which signals do you want to check this week?
2 questions in the plan. First question: Which leads have no planned next step since the first call?
The radar at a glance
Lead. Quote. Payment.
Which leads have no planned next step since the first call?
Not every quiet contact is lost revenue.
An automatic radar in Peak CRM is planned. Today you check the three signal classes with this plan and record the next step right on the contact. The work list then shows you who is next.
From reading to doing
Your check plan. For your pipeline.
Follow up this week.
2 questions selected
- Which leads have no planned next step since the first call?
The contact's history shows the last conversation. If the next step is missing, plan it.
- Which quotes have been waiting for an answer longer than agreed?
The quotes and orders overview shows what is still open.
What makes
a good signal.
A signal names the contact, the source and the reason. Only then does it become a task instead of a guess.
Which leads have no planned next step since the first call?
The contact's history shows the last conversation. If the next step is missing, plan it.
A specific contactThe signal belongs to a person or company in the CRM.
A proven sourceLast conversation, open quote or invoice are visible.
A clear next stepThe signal turns into a planned action.
The playbook
How a signal becomes an action.
Signal, source,
next step.
Spot → Check → Act
- 01
Signal first. Then the source.
Note where each signal comes from: call note, quote or invoice. Without a source it stays a suspicion and is not prioritised.
ExampleQuote open for three weeks
Plan a follow-up for Thursday. - 02
Specific, not a feeling.
Phrase the signal so a colleague understands it without asking: who, since when, what is missing. That makes the priority visible.
Sharpen a signal
No contact since the quote of 2 October.The customer feels quiet. - 03
Every signal gets a step.
Plan on the contact what happens next: a call, a follow-up or a check with accounting. Peak CRM sends nothing on its own.
Check before actingIs the next step planned?
Task on the contact → work list.
Your quality check
Is your check plan ready?
Tick what you have checked. Your selection stays in this view only.
0 of 4 points checked
What this article is based on.
Editorial working example with made-up sample data. An automatic Revenue Leak Radar is planned in Peak CRM and not available today. There is no promise of recovered revenue.
- Editorial demo
Editorial example with made-up sample data. Contacts, history, opportunities, next step, work list, quotes and pipelines exist in Peak CRM today; everything else is marked as example or planned.
Signals become tasks.
Add your contacts in Peak CRM and plan the next step for every signal. The work list shows you who is next.
Frequently asked questions
Does Peak CRM detect revenue leaks automatically?
Not yet. The radar is planned. Today the work list shows which customers and deals have no next step.
What counts as a revenue leak?
A deal without a next step, a customer without contact for a long time or an offer nobody followed up on.
Does the page name lost amounts?
No. Peak shows amounts only from your own data, never as an estimate.