Executive reporting · Preview
One monthly round, one number,the same for everyone.
In many leadership meetings everyone brings their own spreadsheet, and the first half hour goes on which number is right. With Peak Analytics you release a snapshot and share it by link: everyone sees the same number, comments on it, and open points become tasks.
Put the goal into words. Add perspectives and timing right below.
Preview. What you share is a released snapshot of one evaluation, refreshable and revocable; dashboards and automatic delivery are planned. Examples are fictional.
Receipts, income only / Counterparty × month, sum / Largest client with share in the released snapshot
Three spreadsheets, three numbers, one argument.
- Income
- „Which client brought the largest share of income last quarter?“ → Largest client with share in the released snapshot
- Work
- „Which client board has the most work piling up right now?“ → Largest backlog as a „Check“ task
- Mục tiêu
- „Which quarterly goals are at risk?“ → Snapshot by link to the advisory board, CSV attached
Your question
Which client brought the largest share of income last quarter?
When every department builds its own export, cut-off dates and filters drift apart. A released snapshot sets what you talk about and stays unchanged until you deliberately refresh it. 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
How the monthly round works
Evaluate, release, discuss, delegate.
Each question of the round is a saved evaluation. The question lives in the address, so you don't rebuild it next month.
- 01Step 1
Set the questions of the round
Income„Which client brought the largest share of income last quarter?“ → Largest client with share in the released snapshot
For example income per client and month from receipts, open tasks by board and status, and goal status by level. Each question is a pivot, saved to reopen.
Receipts, income only - 02Step 2
Release a snapshot and share it
Work„Which client board has the most work piling up right now?“ → Largest backlog as a „Check“ task
You release the month's snapshot and share it by link. Everyone sees the same cut-off and the same number, comments on it directly, and you can refresh or revoke it.
Counterparty × month, sum - 03Step 3
Hand on decisions
Mục tiêu„Which quarterly goals are at risk?“ → Snapshot by link to the advisory board, CSV attached
Whatever stands out in the round becomes a task in Peak Work with „Check“, with a link back. Anyone who wants to keep calculating exports the numbers as CSV.
Largest client with share in the released snapshot
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
Argue less about numbers, decide more.
See in an example how a released snapshot carries a monthly round.
See the monthly round in an example
Argue less about numbers, decide more.
„Which quarterly goals are at risk?“ → Snapshot by link to the advisory board, CSV attached
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.
What exactly is shared?
A released snapshot of one evaluation by link, with comments. You can refresh or revoke it; until then everyone sees the same number.
Is there a management dashboard or automatic delivery?
Not yet. Dashboards, charts and automatic report delivery are planned.
Which numbers fit the round?
Anything from the five sources: income and expenses from receipts, revenue from orders, open tasks, goal status and storage.
Can I process the numbers further?
Yes, as a CSV export within your plan's export allowance.