Customer journey analytics · Planned
From inquiry to invoiceas one continuous path.
For B2B service businesses an order rarely starts with a checkout. First comes an inquiry, then a meeting, a quote and finally an invoice, spread across several Peak apps. Peak Analytics is meant to show these stops as one journey: how many inquiries get stuck where, and how long each step takes.
Put the goal into words. Add perspectives and timing right below.
Planned, not available. Journey evaluations across inquiries, meetings and quotes are specified and not built; the examples are fictional.
Meetings from Peak Booking as a stop / First meeting × mandate per month / Drop after the first meeting as a task
Every app only knows its own stop.
- Law firm
- „How many first meetings turn into a mandate?“ → Drop after the first meeting as a task
- Agency
- „How long do quotes sit before someone says yes?“ → Slowest quote type as a finding
- IT services
- „Which inquiries never reach an invoice?“ → Source without a close in the shared snapshot
Your question
How many first meetings turn into a mandate?
Peak Forms knows the inquiry, Peak Booking the meeting, Peak Offer the quote. How many inquiries make it to an invoice is not in any single evaluation today. The example runs only in this browser window; the evaluation it describes is planned.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three details. One clear evaluation question.
Draft · not yet put together
- Pertanyaan
- Still open
- Data basis
- Still open
- Next step
- Still open
The planned journey
Define stops, connect them, find the gap.
Each stop is meant to come from a Peak app that already exists. The connection between them is the planned part.
- 01Step 1
Define the stops
Law firm„How many first meetings turn into a mandate?“ → Drop after the first meeting as a task
You are meant to decide which steps make up your journey: inquiry, first meeting, quote, order, invoice. Only stops with real data behind them.
Meetings from Peak Booking as a stop - 02Step 2
Follow customers through the stops
Agency„How long do quotes sit before someone says yes?“ → Slowest quote type as a finding
Peak Analytics is meant to recognise the same company across apps and count how many inquiries reach each stop and how much time passes in between.
First meeting × mandate per month - 03Step 3
Turn the gap into a task
IT services„Which inquiries never reach an invoice?“ → Source without a close in the shared snapshot
The stop with the biggest drop is meant to show up as a finding that you hand on as a task in Peak Work with „Check“, as you can today.
Drop after the first meeting as a 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
One path instead of four islands.
See what the planned journey from inquiry to meeting, quote and invoice is meant to look like.
See the planned journey with an example
One path instead of four islands.
„Which inquiries never reach an invoice?“ → Source without a close in the shared snapshot
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 stops is the journey meant to know?
Stops from existing Peak apps are planned, such as inquiry, meeting, quote and invoice. Today Forms, Booking, Offer and CRM are not Peak Analytics sources.
What can I evaluate today?
Receipts by counterparty and month and tasks by board, status and week: the invoice side and the work in between.
Is this website journey tracking?
No. It means a customer's path through your Peak apps. Website and event tracking are planned separately.