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PreviewAvailable in the Peak Analytics preview. Examples with company names and numbers on this page are fictional.

Resources · Templates · Preview

Pivot templates for your monthly questions,
usable and planned ones kept apart.

A template here is a pivot set: source, rows, columns and aggregation for a recurring question. The four commerce monthly reports exist in the preview as ready templates; the other available sets you rebuild with a few choices. Templates for SaaS metrics, marketing, sales, retention and funnels are planned because their data sources do not exist yet.

Your questionbecomes an evaluation.Local example · Peak Analytics is available as a preview
Choose a template

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

Analysis question · previewPreview reacts instantly
Peak AnalyticsLocal example · Peak Analytics is available as a preview

Report for the monthly review

Income from receipts, open tasks per board, goals by status: three pivots for leadership.

Use sample data only.

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

The templates

One set per recurring question.
usable and planned ones kept apart.

Filter by „Available“ or „Planned“ and open the page with its structure and a fictional example.

09Entries

9 of 9 sample drafts

  • Available (preview)Selected

    Report for the monthly review

    Income from receipts, open tasks per board, goals by status: three pivots for leadership.

    Preview
    Pertanyaan
    Report for the monthly review
    01Data source02Share with03Pertanyaan04Rows05Columns06Time grain
    Open page
  • Available (preview)Preview

    E-commerce monthly reports

    Revenue per channel, refunds per channel, revenue per marketplace, new and returning customers.

    Preview
    Pertanyaan
    E-commerce monthly reports
    01Data source02Share with03Pertanyaan04Rows05Time grain
    Open page
  • Available (preview)Preview

    Revenue

    Revenue from orders and income from receipts, per month and kept apart by currency.

    Preview
    Pertanyaan
    Revenue
    01Data source02Share with03Pertanyaan04Columns
    Open page
  • Available (preview)Preview

    Agency reporting

    Tasks per client board and receipts per client as a shared snapshot for the client.

    Preview
    Pertanyaan
    Agency reporting
    01Data source02Share with03Pertanyaan04Rows05Columns06Time grain
    Open page
  • PlannedPreview

    SaaS metrics

    MRR, churn and cohorts. Planned because subscription data is missing as a source.

    Planned
    Pertanyaan
    SaaS metrics
    01Data source02Share with03Pertanyaan04Rows05Time grain
    Open page
  • PlannedPreview

    Marketing

    Campaigns and leads per channel. Planned because campaign data is missing as a source.

    Planned
    Pertanyaan
    Marketing
    01Data source02Share with03Pertanyaan04Columns
    Open page
  • PlannedPreview

    Sales

    Pipeline and closed deals. Planned because CRM data is missing as a source.

    Planned
    Pertanyaan
    Sales
    01Data source02Share with03Pertanyaan04Rows05Columns06Time grain
    Open page
  • PlannedPreview

    Customer retention

    Retention over time. Planned; today orders show the share of returning customers.

    Planned
    Pertanyaan
    Customer retention
    01Data source02Share with03Pertanyaan04Rows05Time grain
    Open page
  • PlannedPreview

    Funnel

    Stages from inquiry to invoice. Planned.

    Planned
    Pertanyaan
    Funnel
    01Data source02Share with03Pertanyaan04Columns
    Open page

Each card opens its own page. The label shows whether the capability is available in the preview, planned or a guide. Examples use fictional businesses.

How a template is built

Source, pivot, hand-off.
Source

Each template names the source, the rows and columns, the aggregation and how the result moves on: as a task, a CSV or a shared snapshot. Planned templates depend on sources that do not exist yet: subscription, CRM, campaign and event data.

The collection

The question comes
before the table.

One question. The fitting data source. A finding that becomes a task or a shared snapshot.

Currently in your previewPreviewReport for the monthly review
01 / Available (preview)

Report for the monthly review

Income from receipts, open tasks per board, goals by status: three pivots for leadership.

Pivot6Rows + Columns + Time grain
02 / Available (preview)

E-commerce monthly reports

Revenue per channel, refunds per channel, revenue per marketplace, new and returning customers.

Pivot5Rows + Time grain
03 / Available (preview)

Revenue

Revenue from orders and income from receipts, per month and kept apart by currency.

Pivot4Columns
04 / Available (preview)

Agency reporting

Tasks per client board and receipts per client as a shared snapshot for the client.

Pivot6Rows + Columns + Time grain
05 / Planned

SaaS metrics

MRR, churn and cohorts. Planned because subscription data is missing as a source.

Pivot5Rows + Time grain
06 / Planned

Marketing

Campaigns and leads per channel. Planned because campaign data is missing as a source.

Pivot4Columns
07 / Planned

Sales

Pipeline and closed deals. Planned because CRM data is missing as a source.

Pivot6Rows + Columns + Time grain
08 / Planned

Customer retention

Retention over time. Planned; today orders show the share of returning customers.

Pivot5Rows + Time grain
09 / Planned

Funnel

Stages from inquiry to invoice. Planned.

Pivot4Columns

Frequently asked questions

Is Peak Analytics finished?

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.

What is a template in Peak Analytics?

A pivot set: source, rows, columns, aggregation and time grain for a recurring question. The four commerce monthly reports exist ready-made in the preview; other sets you rebuild with a few choices.

Why are some templates planned?

Because their data source is missing. SaaS metrics need subscription data, marketing needs campaign data, sales needs CRM data and funnels need events across several apps.

Can I share a template with my client?

Yes, its result. In the preview you share a released snapshot by link, with comments, refreshable and revocable.

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