AI analytics · Planned
From data to decisions
to action.
The plan is an AI that doesn't stop at an answer. It is meant to put your question on a data basis you may see, explain the pivot, name what stands out and show forecasts with a range. You decide. And the last step already exists: with “Check”, a finding becomes a task in Peak Task in the preview.
Which question should Peak Analytics answer?
The explanation shows where to look. Whether a client gets reprioritised is decided by you in the team meeting. Example: Lindgrün Agency (fictional).
Planned, not available: AI explanations, forecasts and alerts. In the preview: pivot, largest value with its share of the total and “Check” as a task that links back.
- Planned · not available yet
- Fictional examples
- No real data read
Question → data basis → pivot → explanation → decision → task
Six links, three steps.
The AI works in the middle of the chain. Both ends belong to you: the question you ask and the decision about what follows.
- 01 / Question and permitted data basis
Question and permitted data basis
You ask in your own words. Planned: the AI only picks from sources you may see in your workspace and shows source, period and definition before anything is calculated. Today you ask the same question as a pivot.
Why is the team getting less done this month?Data basis: tasks you may see · board × weekAI explanation (planned): board “Hafenwerk” carries the dropYou decide → “Check” as a task - 02 / Pivot, explanation, forecast
Pivot, explanation, forecast
The pivot calculates, not the language model. Planned: the AI explains the largest value, names what departs from its own history and shows forecasts with a range and assumptions. It suggests; it does not decide.
Will December revenue cover the planned stock purchase?Data basis: orders · channel × month, currencies apartForecast (planned): a range, not a point, with assumptionsYou decide → task “Check: December purchase” - 03 / Decision and task
Decision and task
You decide whether a finding needs action. That works in the preview: “Check” creates a task in Peak Task that links back to the evaluation. Planned alerts are meant to propose tasks only, never create them without your approval.
Are there expenses that don't fit the pattern?Data basis: receipts · counterparty × monthAlert (planned): software vendor departs from its own historyYou decide → have the invoice checked
Honest about the status
What is planned and what carries today.
How this capability is planned
- 01AI is planned
- Explanations, forecasts and alerts are specified and not built. There is no date and no separate price.
- 02No black box
- The plan rules out free-form SQL and arithmetic by the model. Numbers come from the pivot, definition and data basis stay visible, and the AI only sees what you may see.
- 03What carries today
- Pivot over orders, receipts, tasks, goals and files, largest value with its share, “Check” as a task, CSV export and sharing a released snapshot. Examples on this page are fictional.
Your next step
The last step already works.
See how a finding becomes a task that links back in the preview. The AI steps before it are planned and will plug in exactly there.
Today: from finding to taskPlanned, not available: AI explanations, forecasts and alerts. In the preview: pivot, largest value with its share of the total and “Check” as a task that links back.
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.
Does the AI decide for me?
No. The plan is for the AI to explain and suggest. A person decides, and tasks are meant to be created only after your approval.
Which data is the AI meant to access?
Only data you may see in your workspace. Source, period and definition are meant to be visible before anything is calculated.
Does the AI write its own queries?
The plan rules out free-form SQL. Numbers are meant to come from the pivot with rows, columns and measure, not from the language model's own arithmetic.
Which part works already?
The pivot, the largest value with its share of the total and “Check”: a finding becomes a task in Peak Task with a link back to the evaluation.