Peak Booking / Lead-to-revenue
The meeting isn't the goal.The outcome is what counts.
A full calendar doesn't tell you whether customers come out of it. Peak Booking shows the path from page view to outcome in separate stages, split by source, and reads revenue from the opportunities in Peak CRM. Anything unknown stays marked as unknown.
Put the goal into words. Add perspectives and timing right below.
Sample data · no real guests, no real revenue.
Source / Meeting / Outcome
What doesn't get mixed up.
- Interest
- Page view and started are anonymous; only a left email makes a contact.
- Cuộc họp
- Booked isn't held; you record the outcome after the call.
- Revenue
- Read from opportunities in Peak CRM, not from payments or invoices.
Your journey in the example
Source, stage, outcome.
Describe your source, the stage you want to understand and what counts in the end. The preview stores nothing and measures nothing.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. One whole journey.
Draft · not yet put together
- Source
- Still open
- Stage
- Still open
- Outcome
- Still open
From source to outcome
One journey, many honest stages.
The analytics follow a funnel with twelve stages from page view to customer. Insights name their basis and only appear above a minimum sample.
- 01Arrive
Where the guest comes from.
InterestPage view and started are anonymous; only a left email makes a contact.
Source, device, language, time zone and landing page are captured on the visit and shown separately in the analytics.
Visit → source - 02Book
Where guests drop off.
Cuộc họpBooked isn't held; you record the outcome after the call.
You see the drop-off per question with a hint to make a question optional. Whoever left an email and didn't book appears under “Leads without a meeting”.
Questions → drop-off per question - 03Outcome
What the conversation produced.
RevenueRead from opportunities in Peak CRM, not from payments or invoices.
After the meeting you record held, qualified or no-show; revenue comes from Peak CRM. In the example only a note is created.
Sample artifact → journey note
From the example to real analytics
See your own funnel.
As soon as your booking page has visits, Peak Booking shows the funnel, the drop-off per question and the split by source. With Peak CRM, revenue from your opportunities is added.
Start with Peak BookingPeak Booking / Your next step
Stop counting meetings. Understand outcomes.
Try the journey in the example. Then see your real funnel.
View the revenue flow
From the first click to the outcome.
Read from opportunities in Peak CRM, not from payments or invoices.
Frequently asked questions
Does an anonymous drop-off count as a lead?
No. Anonymous, identified, qualified and booked are separate stages.
Where does revenue in analytics come from?
From opportunities in Peak CRM. Invoices and payments are not mixed in.
When does Peak show insights?
Only once there is a minimum sample. Every insight names its rule and basis.