Lead generation · Planned
Which source brings leadsthat actually end up paying?
Lots of inquiries feel like success. Whether a source brings good leads only shows weeks later, on the invoice. Peak Analytics is meant to count inquiries by source and connect them with the income that follows. That is planned and not built; today the preview shows you the invoice side.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationPlanned, not available. Lead and inquiry sources are specified and not built; Peak Forms and Peak CRM are not Peak Analytics sources today. Examples are fictional.
02 / The follow-up to the data
And how sure are you which of those leads actually pay later?
„How many new clients paid us for the first time this quarter?“ → First month per client, on to CSV
Concept with fictional businesses · planned, not the product interface · not the product interface
Your question
How sure are you today which source brings your best leads?
Peak Forms collects the inquiries, Peak Finance the receipts. Which source brings inquiries that later turn into revenue is not in any shared evaluation today. The example runs only in this browser window; the evaluation it describes is planned.
Local rule demo · Please use neutral sample details only.
Pick a rating to see the next step.
The answer sets the direction.
- Rating
- —
- Takip
- Waiting for a rating
No example picked yet.
The planned lead evaluation
Count sources, connect them to revenue, adjust.
The steps build on what the preview does today: pivot, largest value with its share, and „Check“ as a task.
- 01Step 1
Inquiries as a source
Law firm„Do referrals or the website bring the mandates that get paid?“ → Low-revenue source as a „Check“ task
Peak Analytics is meant to read inquiries with date and origin, such as referral, website or event, and count them per week or month.
Inquiries by origin as a source - 02Step 2
Connect leads to income
0–6Takip7–10FinishThe same company is meant to be recognised later in the receipts, so the income per source sits next to the number of inquiries. Amounts stay separate per currency.
Origin × month, inquiries and income - 03Step 3
Turn the weak source into a task
Today„How many new clients paid us for the first time this quarter?“ → First month per client, on to CSV
A source with many inquiries and little revenue is meant to show up as a finding you hand on as a task in Peak Work with „Check“.
Low-revenue source as a „Check“ 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 Forms collects responses. It is not connected as a Peak Analytics data source today.
Look at Peak FormsPeak Analytics / Your next step
Judge leads by revenue, not by volume.
See what the planned lead evaluation is meant to look like, and what your receipts already show today.
See the planned lead evaluation
Judge leads by revenue, not by volume.
„How many new clients paid us for the first time this quarter?“ → First month per client, on to CSV
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.
Are inquiries from Peak Forms or Peak CRM read?
Not yet. Peak Forms, Peak CRM and Peak Booking are not Peak Analytics data sources today; connecting them is planned.
What can I evaluate on leads today?
Income from receipts per counterparty and month. It shows in which month a client paid for the first time.
Is there website or sign-up tracking?
No. Website, event and attribution evaluations are planned and not built.