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PlannedThis capability is planned and not available yet. Examples are fictional; available today are pivot evaluations, CSV export and sharing.

Resources · Templates · Planned

Pipeline, closed deals and pace,
planned while CRM data is missing as a source.

This template is meant to bundle the sales questions: how much sits in which stage, how many deals closed per month and how long it takes to win an order. For that, Peak Analytics needs deals, stages and offers from the CRM as a source. That does not exist yet, so the set is planned.

For which example?

Change the question. The preview next to it reacts instantly.

Edit path, choices and next step ↗Open the preview directly ↗
Local example · this capability is planned
Analysis question · previewPreview reacts instantly
Peak AnalyticsLocal example · this capability is planned

How much deal value sits in which stage?

Falk Consulting (fictional): CRM data (missing today) → Stage × month, sum of value

Use sample data only.

Stays in this browser. No workspace data, no evaluation, no sharing, nothing saved automatically.

Edit your question in detailPath, choices & next step
01

Your analysis question

Your question, your numbers.

Additional pivot choices

Data source, the recipient of the shared snapshot and the question itself are always part of the example.

JSON file with your local question. No import into Peak Analytics, no evaluation.

How the set is meant to work

CRM source, pivot, next step.
CRM source

With deals and stages as a source, each question is meant to be a pivot; an outlier becomes a task via „Prüfen“ (check), as it does today. Receipts show what a client paid. How they got there lives in the CRM, and that is not a source today.

01 / The questionYour current question

A question
that deserves a number as its answer.

Peak Analytics · local preview
How much deal value sits in which stage?

Falk Consulting (fictional): CRM data (missing today) → Stage × month, sum of value

Question → Pivot → Finding

A good question names what is counted or summed and over which period.

02 / The pivot
6pivot choices
01Data source02Share with03Question04Rows05Columns06Time grain
03 / The next stepEvaluation preview

And then?
A person decides.

Check the stalled stage. Planned; nothing happens in this preview.

Open it in the preview directly above.

The planned set

Three questions for the sales meeting.
planned while CRM data is missing as a source.

Each question is described as a pivot and names the missing source. Today you see the invoice side: income per client and month.

Another example replaces the current question.

  • 01 / पाइपलाइनSelected

    How much deal value sits in which stage?

    The pipeline lives in the CRM, not in receipts.

    Falk Consulting (fictional)

    „How much deal value sits in which stage?“

    6 choices · Rows + Columns + Time grain
  • 02 / Closed dealsPlanned

    How many orders did we win per month?

    Closed deals need a close date per deal.

    Brandt Engineering (fictional)

    „How many orders did we win per month?“

    5 choices · Rows + Time grain
  • 03 / PacePlanned

    How long does it take from inquiry to order?

    Duration needs two points in time that no source connects today.

    Hafenblick Agency (fictional)

    „How long does it take from inquiry to order?“

    4 choices · Columns

03 / Move on deliberately

Planned, with a clear gap and a start for today.

Until CRM data is a source, revenue per client from receipts shows you where sales land.

Your question, the path through the pivot and the next step, as one file.

Please fill in the question before you take it along.

Stays in this browser. No workspace data, no evaluation, no sharing, nothing saved automatically.

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.

Which source is missing?

Deals with stage, value, owner and close date from the CRM. Peak CRM and Peak Offer are not Peak Analytics data sources today.

What helps sales today?

Income from receipts per client and month shows where deals land, and tasks per board show open proposal work.

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