For sales teams · Planned
Pipeline, deals, sales stagesfrom Peak CRM: planned.
Sales teams ask how many deals sit in which stage, where they stall and who closes. Peak CRM holds the contacts and companies for that. As a Peak Analytics data source Peak CRM is planned and not connected today. This page shows the planned sales view and what you can already see through receipts and tasks.
Put the goal into words. Add perspectives and timing right below.
Planned, not available. Pipeline, stage and win evaluations from Peak CRM are specified and not built; examples are fictional.
Read deals from Peak CRM / Stage × month, count / Stage with the biggest backlog as a task
Where do our deals get stuck?
- 销售管道
- „Which stage holds most of our open deals right now?“ → Stage with the biggest backlog as a task
- Wins
- „How many first contacts become customers within three months?“ → Month with fewest wins in the shared snapshot
- Today
- „Which clients paid us the most this year?“ → Largest client with share, CSV for the sales meeting
Your question
Which sales question do you ask every Monday?
The answer lives in the stages and dates in Peak CRM. Peak Analytics does not read them today; the CRM source is planned. The example runs only in this browser window; the evaluation it describes is planned.
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
- 问题
- Still open
- Data basis
- Still open
- Next step
- Still open
Two fictional situations
Which sales question do you ask every Monday?
Two fictional sales teams show the planned CRM view; the third example shows what works today.
Rautenberg Tools (fictional)
„Which stage holds most of our open deals right now?“
- The action
- Stage × month, count
- The intent
- Stage with the biggest backlog as a task
销售管道
- 问题
- Which stage holds most of our open deals right now?
- Peak Analytics is meant to
- Read deals from Peak CRM
- Why
- A backlog in one stage shows where sales needs support, long before the quarter ends.
Two fictional situations make the planned idea tangible. Below is what of it exists today.
To the source and limitIs this for you?
Source first, then the rate.
Pipeline, deals, sales stages
from Peak CRM: planned.
This is where Peak Analytics helps.
- A backlog in one stage shows where sales needs support, long before the quarter ends.
- A rate needs the start and end of the same contact; both live in Peak CRM, not in receipts.
- The preview answers this one already: receipts show who paid, though not who is negotiating right now.
No real data
What doesn't exist yet.
- Planned, not available
- No sales sources
- What works today
What already exists today
The Peak Analytics preview already exists.
This page describes a planned capability. In the preview today: pivot evaluations over orders, receipts, tasks, goals and files, the largest value with its share, „Check“ as a task, CSV export and sharing a released snapshot. The planned part is meant to build on that. Peak CRM holds contacts and companies. As a Peak Analytics data source it is planned and not connected today.
Look at Peak CRMPeak Analytics / Your next step
Source first, then the rate.
See what today's revenue evaluation shows about your clients, and read what is planned with Peak CRM.
See today's revenue evaluation
Source first, then the rate.
„Which clients paid us the most this year?“ → Largest client with share, CSV for the sales meeting
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.
Is Peak CRM connected yet?
No. Peak CRM holds contacts and companies; as a Peak Analytics data source it is planned and not connected today.
Are there win rates or revenue per salesperson?
Not yet. They need the CRM source. Today you sum income from receipts per client and month.
Can I evaluate follow-up tasks?
Yes, if they live as tasks on a board in Peak Work: count by status and week.