Peak Client Portfolio

How do I get my clients into Peak Client Portfolio?

Three ways: “Add one by one” (only the name is required), a CSV file or pasted table, or “Use existing companies” for companies that already exist in Peak. Missing values stay visibly open and are never estimated.

What should the CSV for Client Portfolio look like?

One row is one client in one month. Separators can be tab, semicolon or comma; German and English number formats work; up to 2 MB. “Client” is required.

1. 01Required: client. Recommended: month (YYYY-MM), revenue.
2. 02Costs: recurring revenue, external costs, personnel costs, other costs.
3. 03Time and energy: planned hours, actual hours, energy (1–10).
4. 04Attributes: segment, industry, service, owner, renewal (date).

How do I adjust targets, weights and quadrants?

Under “Targets & settings”. The scores measure clients against your own targets, not industry figures. Every change recalculates the whole portfolio right away.

1. 01Open “Targets & settings”.
2. 02Set the target margin, minimum contribution per hour and optionally a target contribution per client.
3. 03Adjust the weights for economic value and client quality.
4. 04Rename the quadrants or move the dividing line (0–100).
5. 05Click “Save & recalculate”.

How do I enter a month's numbers for a client?

On the client page via “Enter numbers”. You choose the month and enter revenue, costs and hours. Empty fields stay “not recorded” and are never counted as 0.

1. 01Open the client under Clients.
2. 02Choose “Enter numbers” and the month.
3. 03Enter what you know: revenue, external costs, staff costs, planned and actual hours.
4. 04Click “Save month”. Classification and recommendation are then recalculated.

How do I rate energy and collaboration with a client?

On the client page under “Energy, strategy & risk”. You rate energy, communication, decisions and predictability, assess strategic value and risk, and choose “Save assessment”. Quality and risk are then recalculated.

How do I set a strategy for a client?

On the client page via “Set strategy”. You choose an action, such as Protect, Expand, Raise price, Reduce scope or Consider parting ways, plus who's responsible and by when. “None (recommendation applies)” keeps Peak's recommendation.

1. 01Open the client and choose “Set strategy”.
2. 02Enter the action, “Owner” and “Due on”, and optionally a note.
3. 03Click “Save strategy”.

How do I pause or remove a client?

On the client page. “Pause” takes the client out of all analyses, and “Reactivate” brings them back. “Remove from portfolio” makes them disappear from the portfolio and analyses. The company and its history stay in Peak One.

How do I save a filtered view in Client Portfolio?

Set the filters, such as quadrant, segment or “Margin below target”, and choose “☆ Save view”. The view saves filters and sorting and appears next to the standard views such as “Dream clients” or “At risk”. All pages read the same filters.

How do I export my client list?

Under Clients with “Export CSV”. It exports the clients shown by your current filters.

How do I delete all data in Client Portfolio?

Under “Targets & settings” → “Delete portfolio data” → “Delete permanently”. That removes all metrics, assessments, scenarios and settings of this portfolio. The companies themselves stay in Peak One. In the demo, the button is called “End demo and reset”.

Why is “Use existing companies” not available?

There are no real companies in the demo. End the demo with “End demo”, and you'll see the companies from your Peak. A client is the same company as in Connect, not a copy.

Does a scenario change my real figures?

No. A scenario never changes your real figures. You compare up to three. “Adopt as plan” only sets the strategy per client.

Who can see my client figures?

Only you. Client Portfolio is “Private · visible only to you”. Role-based sharing of profit figures within the team comes later.

How does Client Portfolio classify a client?

Along two axes: economic value (contribution margin, margin, contribution per hour, recurring revenue, payment quality) and client quality (energy, effort efficiency, communication, predictability, team fit, low friction). That produces Dream clients, Golden handcuffs, Solid base and Value destroyers. Missing inputs don't count as 0. Strategic value and risk are shown separately next to it. “Why this classification” shows the calculation.

Why do some values show “≈” or “estimated”?

If an internal hourly rate is set in Settings, Peak estimates the staff costs for a month without any entered from the hours. Such values are marked with “≈” or “estimated” everywhere. If you enter the actual staff costs, your value applies.

The map or list shows no clients.

Usually the filters exclude all clients. Remove individual filters or reset them. If there really is nothing yet, add clients.