How-toPeak Funnel Planner
How do I plan my revenue goal with the Funnel Planner?
You enter the goal, the period and the average deal value. Peak immediately calculates backwards how many customers, meetings and activities you need. Every step is saved, and you can stop at any time.
- Open the Funnel Planner and choose “Plan backwards”.
- Enter the revenue goal, period and deal value. Peak immediately shows how many customers that is.
- Choose a template (B2B, agency, SaaS, high-ticket) and check the rates. Templates are only starting values.
- Add channels: Peak calculates how much volume each channel needs.
- Set where each stage gets its actual values from, then “Finish plan”.
Next step
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