İçeriğe geç
Peak Atlas

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

Resources · Templates · Preview

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

This template answers the revenue question from two sources: orders from Peak Profit if you sell products, and income from receipts in Peak Finance if you bill for services. You rebuild both as pivots in the preview today. Currencies are never mixed along the way.

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

How much revenue came in per month in euros and in francs?

Nordwind Travel Goods (fictional): Orders as the source → Month × channel, sum per currency

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

Pick the source, set the month, mind the currency.
Orders

You put months as rows and choose sum as the aggregation. The largest value shows its share of its currency's total. Orders and receipts are two sources with their own logic. The template puts them side by side instead of adding them up.

01 / The questionYour current question

A question
that deserves a number as its answer.

Peak Analytics · local preview
How much revenue came in per month in euros and in francs?

Nordwind Travel Goods (fictional): Orders as the source → Month × channel, sum per currency

Question → Pivot → Finding

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

02 / The pivot
6pivot choices
01Data source02Share with03Soru04Rows05Columns06Time grain
03 / The next stepEvaluation preview

And then?
A person decides.

Share the biggest month. Via „Prüfen“ as a task or as a shared snapshot; nothing happens here.

Open it in the preview directly above.

The set

Two sources, one revenue question.
kept apart by month and by currency.

One pivot per source: orders by month and channel, income by month and client. Each currency stays its own column.

Another example replaces the current question.

  • 01 / OrdersSelected

    How much revenue came in per month in euros and in francs?

    Two currencies, two columns: that way every sum is right.

    Nordwind Travel Goods (fictional)

    „How much revenue came in per month in euros and in francs?“

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

    How much did we take in per month?

    For service businesses the receipt is the revenue source.

    Falk Consulting (fictional)

    „How much did we take in per month?“

    5 choices · Rows + Time grain
  • 03 / ClientsPreview

    Which client carries the largest part of revenue?

    The largest client's share shows a concentration risk.

    Hafenblick Agency (fictional)

    „Which client carries the largest part of revenue?“

    4 choices · Columns

03 / Move on deliberately

Revenue from the source where it happens.

Rebuild the set in the preview and check the largest value of each month.

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.

Why are orders and receipts not added up?

They are two sources with their own logic: orders show sales, receipts show payments and invoices. The template puts them side by side so nothing counts twice.

How does the template handle currencies?

Amounts in different currencies are never added up. Each currency stays its own column; conversion is planned.

More about Peak Analytics