What did we get done for the client this month?
Presets: revenue by channel, refunds by channel · Released snapshot by link · Comment from management
Reports · Preview
A report in Peak Analytics is an evaluation you release. You start from a monthly report preset or your own pivot, share a released snapshot by link, collect comments on it and export to CSV for Excel when needed.
See a report exampleIn the preview. CSV export uses your plan's export allowance; examples are fictional.
01 / Example value
Who gets your monthly report today, and in what form?
Presets: revenue by channel, refunds by channel · Released snapshot by link · Comment from management
Change the example value. The finding follows the value.
Fictional example · no real data
Two sample questions
What does that person ask about most often afterwards?
What did we get done for the client this month?
Presets: revenue by channel, refunds by channel · Released snapshot by link · Comment from management
Tasks: the client's board by status · Release a snapshot for the client · Revoke it after the meeting
Honest about the status
01 / What is settled today
Peak Analytics is a preview. You can evaluate orders, receipts, tasks, goals and files, not arbitrary external data.
02 / Your control
Businesses and numbers on this page are made up and marked as examples. None of it is a measurement or a customer result.
Compare both evaluations and their reasons.
03 / The clear limit
The website reads no data from your workspace. Evaluations only happen in Peak Analytics, with your permissions.
Your next step
See a report example: preset, released snapshot, comment and CSV.
See a report exampleIn the preview. CSV export uses your plan's export allowance; examples are fictional.
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.
Four monthly reports for orders: revenue by channel, refunds by channel, revenue by marketplace and orders by new versus returning customers.
The released snapshot of the evaluation with comments, not your workspace. You can refresh the snapshot and revoke the link.
Yes, as CSV. The export uses your plan's export allowance.
Not yet. Schedules and automated sending are planned. Today you refresh and share the snapshot yourself.