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Peak Atlas

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

Resources · Templates · Preview

Four pivots for the monthly review,
built once, shared as a snapshot.

This template is a pivot set for the leadership meeting: orders by month, receipts by income and expense, open tasks by status and goals by status. You rebuild all four in the preview today and release them as a snapshot by link. That way everyone in the room talks about the same numbers.

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

What came in this month and what went out?

Studio Lumen (fictional): Receipts as the source → Month × income/expense, sum

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 to build the set

Four questions, four pivots, one link.
Money

You create each question once as an evaluation. Before the meeting you refresh the snapshot, release it, and the team comments right on the result. A pivot set is not a dashboard. Dashboards with tiles are planned; today the shared snapshot is the common ground.

01 / The questionYour current question

A question
that deserves a number as its answer.

Peak Analytics · local preview
What came in this month and what went out?

Studio Lumen (fictional): Receipts as the source → Month × income/expense, sum

Question → Pivot → Finding

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

02 / The pivot
6pivot choices
01Data source02Share with03Fråga04Rows05Columns06Time grain
03 / The next stepEvaluation preview

And then?
A person decides.

Release the snapshot for the meeting. Via „Prüfen“ as a task or as a shared snapshot; nothing happens here.

Open it in the preview directly above.

The set

Money, work and goals at a glance.
built once, shared as a snapshot.

Each question is its own pivot from one source. Use orders if you sell through Peak Profit; receipts, tasks and goals fit any service business.

Another example replaces the current question.

  • 01 / ReceiptsSelected

    What came in this month and what went out?

    Money opens every review, split by direction.

    Studio Lumen (fictional)

    „What came in this month and what went out?“

    6 choices · Rows + Columns + Time grain
  • 02 / TasksPreview

    Where is work piling up before the meeting?

    Open tasks by status show where decisions are missing.

    Falk Consulting (fictional)

    „Where is work piling up before the meeting?“

    5 choices · Rows + Time grain
  • 03 / GoalsPreview

    Which goals are stuck right now?

    Goals by status turn the review into a talk about priorities.

    Brandt Engineering (fictional)

    „Which goals are stuck right now?“

    4 choices · Columns

03 / Move on deliberately

One meeting, one data basis, one link.

Rebuild the set once in the preview and share the current snapshot before every review.

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

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.

Is a template a dashboard?

No. A template here is a set of pivot questions: source, rows, columns and aggregation. Dashboards with tiles are planned; today you share the result as a released snapshot by link.

Which pivots belong in the set?

Orders: month × channel, sum. Receipts: month × income or expense, sum. Tasks: status × board, count. Goals: status × level, count. You only need orders if you sell through Peak Profit.

How does the set get into the meeting?

You refresh the snapshot before the meeting, release it and send the link. The team comments right on the snapshot; anything odd becomes a task via „Prüfen“ (check).

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