For agencies · Preview
Open work and revenue per client,in one snapshot you can share.
In an agency every client project is its own board. Peak Analytics counts tasks by board, status and week and sums receipts by client and month. You see which client ties up work and which brings revenue, and share a released snapshot for the client meeting.
Put the goal into words. Add perspectives and timing right below.
Preview. It counts tasks, not hours; time tracking is not a Peak Analytics source. Examples are fictional.
Tasks / Board × status, count / Largest client board as a „Check“ task
Does this client take more work than they bring?
- Workload
- „Which client has the most open tasks right now?“ → Largest client board as a „Check“ task
- Revenue
- „Which clients brought in the most this year?“ → Largest client and its share in the annual review
- Client report
- „What did we get done for this client last month?“ → Released snapshot by link for the client meeting
Your question
Which client's work and revenue don't match right now?
Tasks per client board next to receipts per client show where work and revenue drift apart. The answer is a conversation, not a hunch. The example runs only in this browser window and reads no data from your workspace.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three details. One clear evaluation question.
Draft · not yet put together
- Câu hỏi
- Still open
- Data basis
- Still open
- Next step
- Still open
Two fictional situations
Which client's work and revenue don't match right now?
Two fictional agencies show how tasks and receipts answer that question.
Kranich Agency (fictional)
„Which client has the most open tasks right now?“
- The action
- Board × status, count
- The intent
- Largest client board as a „Check“ task
Workload
- Câu hỏi
- Which client has the most open tasks right now?
- In Peak Analytics
- Tasks
- Why
- When a board overflows, the project lead has to replan before the deadline does it for them.
Two fictional situations show the path from question to finding. Below is what the preview can do today.
To the source and limitIs this for you?
Clarity for every client meeting.
Open work and revenue per client,
in one snapshot you can share.
This is where Peak Analytics helps.
- When a board overflows, the project lead has to replan before the deadline does it for them.
- The largest client's share shows how dependent the agency is on them.
- A shared snapshot replaces the slide that gets rebuilt every month.
No real data
What the preview doesn't do.
- Preview
- Fictional examples
- Your data stays where it is
Available in the preview
Question, pivot and task exist today.
In the Peak Analytics preview you evaluate orders, receipts, tasks, goals and files as a pivot: rows, columns, measure, day to year. The largest value shows with its share of the total, „Check“ turns it into a task, and you share a released snapshot by link or export it as CSV. Tasks from Peak Work are one of the five Peak Analytics sources, and „Check“ turns a finding into a task of its own there, with a link back to the evaluation.
Look at Peak WorkPeak Analytics / Your next step
Clarity for every client meeting.
See how a fictional agency puts work and revenue per client side by side.
Walk through an agency example
Clarity for every client meeting.
„What did we get done for this client last month?“ → Released snapshot by link for the client meeting
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.
Are hours evaluated?
No. It counts tasks by board, status and week. Time tracking is not a Peak Analytics source.
Can I share a snapshot with clients?
You can share a released snapshot by link, with comments, and refresh or revoke it.
How do I see revenue per client?
Through receipts by counterparty and month. Amounts in different currencies are never added up.