The collection
The question comes
before the table.
One question. The fitting data source. A finding that becomes a task or a shared snapshot.
Currently in your previewPreviewReport for the monthly review
Resources · Templates · Preview
Pivot templates for your monthly questions,
usable and planned ones kept apart.
A template here is a pivot set: source, rows, columns and aggregation for a recurring question. The four commerce monthly reports exist in the preview as ready templates; the other available sets you rebuild with a few choices. Templates for SaaS metrics, marketing, sales, retention and funnels are planned because their data sources do not exist yet.
Your questionbecomes an evaluation.Local example · Peak Analytics is available as a preview
Preview · directly editable
Stays in this browser. No workspace data, no evaluation, no sharing, nothing saved automatically.
Analysis question · previewPreview reacts instantly
Peak AnalyticsLocal example · Peak Analytics is available as a previewReport for the monthly review
Income from receipts, open tasks per board, goals by status: three pivots for leadership.
Stays in this browser. No workspace data, no evaluation, no sharing, nothing saved automatically.
The templates
One set per recurring question.
usable and planned ones kept apart.
Filter by „Available“ or „Planned“ and open the page with its structure and a fictional example.
9 of 9 sample drafts
- Available (preview)Selected
Report for the monthly review
Income from receipts, open tasks per board, goals by status: three pivots for leadership.
Preview问题Open pageReport for the monthly review
01Data source02Share with03问题04Rows05Columns06Time grain - Available (preview)Preview
E-commerce monthly reports
Revenue per channel, refunds per channel, revenue per marketplace, new and returning customers.
Preview问题Open pageE-commerce monthly reports
01Data source02Share with03问题04Rows05Time grain - Available (preview)Preview
Revenue
Revenue from orders and income from receipts, per month and kept apart by currency.
Preview问题Open pageRevenue
01Data source02Share with03问题04Columns - Available (preview)Preview
Agency reporting
Tasks per client board and receipts per client as a shared snapshot for the client.
Preview问题Open pageAgency reporting
01Data source02Share with03问题04Rows05Columns06Time grain - PlannedPreview
SaaS metrics
MRR, churn and cohorts. Planned because subscription data is missing as a source.
Planned问题Open pageSaaS metrics
01Data source02Share with03问题04Rows05Time grain - PlannedPreview
市场营销
Campaigns and leads per channel. Planned because campaign data is missing as a source.
Planned问题Open page市场营销
01Data source02Share with03问题04Columns - PlannedPreview
销售
Pipeline and closed deals. Planned because CRM data is missing as a source.
Planned问题Open page销售
01Data source02Share with03问题04Rows05Columns06Time grain - PlannedPreview
Customer retention
Retention over time. Planned; today orders show the share of returning customers.
Planned问题Open pageCustomer retention
01Data source02Share with03问题04Rows05Time grain - PlannedPreview
Funnel
Stages from inquiry to invoice. Planned.
Planned问题Open pageFunnel
01Data source02Share with03问题04Columns
Each card opens its own page. The label shows whether the capability is available in the preview, planned or a guide. Examples use fictional businesses.
How a template is built
Source, pivot, hand-off.
Source
Each template names the source, the rows and columns, the aggregation and how the result moves on: as a task, a CSV or a shared snapshot. Planned templates depend on sources that do not exist yet: subscription, CRM, campaign and event data.
The question comes
Your next step
One template per question that comes back every month.
Open a template and rebuild it with your data in the preview.
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.
What is a template in Peak Analytics?
A pivot set: source, rows, columns, aggregation and time grain for a recurring question. The four commerce monthly reports exist ready-made in the preview; other sets you rebuild with a few choices.
Why are some templates planned?
Because their data source is missing. SaaS metrics need subscription data, marketing needs campaign data, sales needs CRM data and funnels need events across several apps.
Can I share a template with my client?
Yes, its result. In the preview you share a released snapshot by link, with comments, refreshable and revocable.