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How-toPeak Funnel Planner

How do I plan the next period from my existing plan?

Peak carries the plan with its target, channels and rates over to the following period. Actuals start empty. If you already have earlier periods, Peak uses the conversion rates from your history.

  1. Open the Funnel Planner.
  2. At the top, in the “Period” selector, choose “+ Next period from this plan”, or in the “Plan” menu, choose “Plan next period”.
  3. In the Plan view, check the target, deal value and rates.
  4. Use the “Period” selector to switch between your plans at any time.

Next step

Open Funnel Planner

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