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PlannedThis capability is planned and not available yet. Examples are fictional; available today are pivot evaluations, CSV export and sharing.

Resources · Templates · Planned

From inquiry to invoice, stage by stage,
planned because the stage data is missing.

This template is meant to make stages visible: inquiry, meeting, offer, order, invoice, and how many cases move from one stage to the next. The stages happen in Peak Forms, Peak Booking, Peak Offer and Peak CRM. These apps are not Peak Analytics data sources today, and funnel evaluations are planned.

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 · this capability is planned
Analysis question · previewPreview reacts instantly
Peak AnalyticsLocal example · this capability is planned

How many inquiries turn into a meeting?

Brandt Engineering (fictional): Inquiries and meetings (missing today) → Stage × month, 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 the set is meant to work

Stages, transitions, task.
Stage data

Each stage is meant to be a count, each transition a rate with a visible definition. The weakest stage is meant to become a task via „Prüfen“ (check), as it does today. A funnel needs the same inquiry across several apps. That connection does not exist yet.

01 / The questionYour current question

A question
that deserves a number as its answer.

Peak Analytics · local preview
How many inquiries turn into a meeting?

Brandt Engineering (fictional): Inquiries and meetings (missing today) → Stage × month, 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 weakest transition. Planned; nothing happens in this preview.

Open it in the preview directly above.

The planned set

Where cases get stuck between two stages.
planned because the stage data is missing.

Each question names the missing stage data. Today you only see the end of the chain: income from receipts and tasks by status.

Another example replaces the current question.

  • 01 / InquirySelected

    How many inquiries turn into a meeting?

    The first transition links two apps that are not sources today.

    Brandt Engineering (fictional)

    „How many inquiries turn into a meeting?“

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

    How many offers turn into orders?

    The rate needs a calculated metric, which is planned.

    Hafenblick Agency (fictional)

    „How many offers turn into orders?“

    5 choices · Rows + Time grain
  • 03 / 店铺Planned

    Where do visitors drop off before buying?

    A shop funnel needs events before the order.

    Nordwind Travel Goods (fictional)

    „Where do visitors drop off before buying?“

    4 choices · Columns

03 / Move on deliberately

Planned, with the end of the chain as a start.

Until stage data is a source, receipts and tasks show what arrives at the end and where work sits.

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

Can I use this in Peak Analytics yet?

No. This capability is planned and not built yet; there is no launch date. Available today is the Peak Analytics preview: pivot evaluations over orders, receipts, tasks, goals and files with CSV export and sharing.

Which source is missing?

Inquiries, meetings, offers and orders from Peak Forms, Peak Booking, Peak Offer and Peak CRM, linked by the same case. Shops also lack website events.

What shows me the end of the funnel today?

Income from receipts per month and tasks by status. That is the invoice side and the work in between, not a rate from stage to stage.

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