Peak Docs / For finance
The number is in the report.Where it comes from isn't.
In the monthly report management asks about a variance, and the explanation is buried in last week's spreadsheet. In Peak Docs you write the report with a source note on every number, keep variables frozen or live and record approvals as a decision.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationTry the sample rule. Nothing is saved.
02 / The next question
Which number still needs a source or an explanation?
A number with a source and a comment.
Explainer · sample data · not the product interface
Check the rule yourself
Change the sourcing. See the next step.
Pick a value. At 0 to 6 the question about the missing source appears, at 7 to 10 you go straight to approval. Nothing is saved.
Local rule demo · Please use neutral sample details only.
Pick a rating to see the next step.
The answer sets the direction.
- Rating
- —
- 跟进
- Waiting for a rating
No example picked yet.
From the number to the approval
Source first. Then approve.
The sample rule: with sourcing at 0 to 6 you ask for the missing source; from 7 up the report goes to approval.
- 01信号
A number raises questions.
Starting pointA variance without an explanation.
A comment on the number asks for source and explanation and mentions the person responsible.
Comment → sourcing from 0 to 10 - 02Action
Add the source.
0–6跟进7–10FinishVariables can be frozen so the report shows the status at the cut-off date. Live KPI blocks are planned.
Condition → 0–6: follow-up - 03Result
Record the approval.
ResultA number with a source and a comment.
The approval sits in a decision block; versions show every change. An approval workflow with roles is planned.
Sample artifact → monthly report
The next proof is the product
Start with your next monthly report.
In Peak Docs you write reports together, comment on single numbers, freeze variables at the cut-off date and record approvals as a decision. Start for free with one report.
Start Peak Docs for freePeak Docs / Your next step
An explained number saves the follow-up question.
Check both paths in the example. Then pick the number that needs a source in your next report.
Try the example
A report whose numbers are explained.
A number with a source and a comment.
Frequently asked questions
Does Peak Docs pull numbers live from accounting?
No. Live KPI blocks are planned. Today there are variables you can keep live or frozen.
How do I document an approval?
In the report's decision block; versions show every change. An approval workflow with roles is planned.
Which formats can I export the report to?
As PDF, Markdown or HTML. There is no DOCX export.
Are the examples on this page real customers?
No. All examples are made-up sample data. The exercises run only locally in your browser and save nothing.