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Peak Atlas

PreviewAvailable in the Peak Analytics preview. Examples with company names and numbers on this page are fictional.

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Open work and revenue per client,
as a released snapshot for the client meeting.

This template is a pivot set for agencies: open tasks per client board and status, income per client and month, and a released snapshot you send to the client by link. You rebuild all of it in the preview today. The client comments on the snapshot; you refresh or revoke it.

For which example?

Change the question. The preview next to it reacts instantly.

Edit path, choices and next step ↗Open the preview directly ↗
Local example · Peak Analytics is available as a preview
Analysis question · previewPreview reacts instantly
Peak AnalyticsLocal example · Peak Analytics is available as a preview

How many tasks are still open per client board?

Wegweiser Agency (fictional): Tasks as the source → Board × status, count

Use sample data only.

Stays in this browser. No workspace data, no evaluation, no sharing, nothing saved automatically.

Edit your question in detailPath, choices & next step
01

Your analysis question

Your question, your numbers.

Additional pivot choices

Data source, the recipient of the shared snapshot and the question itself are always part of the example.

JSON file with your local question. No import into Peak Analytics, no evaluation.

How to build the set

Board, receipt, link.
Work

You count open tasks per board and status and sum income per client. For the meeting you release the right snapshot and send the link. A shared snapshot shows the table as you release it. Check beforehand that it only holds what this client should see.

01 / The questionYour current question

A question
that deserves a number as its answer.

Peak Analytics · local preview
How many tasks are still open per client board?

Wegweiser Agency (fictional): Tasks as the source → Board × status, count

Question → Pivot → Finding

A good question names what is counted or summed and over which period.

02 / The pivot
6pivot choices
01Data source02Share with03问题04Rows05Columns06Time grain
03 / The next stepEvaluation preview

And then?
A person decides.

Check the largest board. Via „Prüfen“ as a task or as a shared snapshot; nothing happens here.

Open it in the preview directly above.

The set

What belongs on the table in the monthly meeting.
as a released snapshot for the client meeting.

Two pivots for the team, one snapshot for the client. One client board per client in Peak Work keeps the evaluation clean.

Another example replaces the current question.

  • 01 / WorkSelected

    How many tasks are still open per client board?

    Open work per client is the first question before every meeting.

    Wegweiser Agency (fictional)

    „How many tasks are still open per client board?“

    6 choices · Rows + Columns + Time grain
  • 02 / RevenuePreview

    How much did we take in per client and month?

    Revenue per client shows who carries the agency; it stays internal.

    Hafenblick Agency (fictional)

    „How much did we take in per client and month?“

    5 choices · Rows + Time grain
  • 03 / Client meetingPreview

    What do we show the client in the monthly meeting?

    One link instead of screenshots, with comments right on the snapshot.

    Studio Lumen (fictional)

    „What do we show the client in the monthly meeting?“

    4 choices · Columns

03 / Move on deliberately

The client sees the same number as the team.

Rebuild the set in the preview and release the snapshot before your next meeting.

Your question, the path through the pivot and the next step, as one file.

Please fill in the question before you take it along.

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.

Is a template a dashboard?

No. A template here is a set of pivot questions: source, rows, columns and aggregation. Dashboards with tiles are planned; today you share the result as a released snapshot by link.

What does my client see?

The snapshot you release: a table with comments. You can refresh and revoke it. Check beforehand that it only shows this client's data.

Does revenue per client belong in the shared snapshot?

Usually not. Income per client shows all clients side by side and is meant for your team. For the client, their own board is usually enough.

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