Peak Human — EOS Level 10 Dashboard

Data through week of Sept 7-13, 2026  ·  Rebuilt Tuesday, September 15, 2026  ·  Ahead of Tuesday Level 10 meeting
2
KPIs On Track
11
KPIs Off Track
3
Check Goal
6
To-Dos Overdue
22
Active Rocks (Q3)

Scorecard 16 KPIs · latest reported week Sept 7-13 vs. prior week Aug 31 - Sept 6 · 2 On Track · 11 Off Track · 3 Check Goal

KPIOwnerGoalAvgStatusLatest / Prev WkTrend (all wks)
Peak Human Shop Website Michelle>=$6000 $5,348.53 Off Track ▼ $2,867.45
prev $8,084.34
Sept 7-13
In Clinic Sales - Memberships, Products, and Services Gagan>=$50000 $40,407.53 Off Track ▼ $31,596.92
prev $61,122.18
Sept 7-13
New Memberships Joanna>=2 1.76 Off Track ▼ 1
prev 5
Sept 7-13
Number of IV Infusions Done Michelle>=12 11.90 Off Track ▼ 13
prev 15
Sept 7-13
Emsella - # of Treatments Joanna>=5 2.76 Off Track ▬ 1
prev 1
Sept 7-13
Emsculpt - # of Treatments Joanna>=5 1.67 Off Track ▼ 3
prev 4
Sept 7-13
Exomind - # of Treatments Joanna>=5 0.33 Off Track ▬ 0
prev 0
Sept 7-13
Accounts Receivable - 60 Days Past Due Gagan<=$50000 $235,549.06 Off Track ▼ $201,719.32
prev $220,922.87
Sept 7-13
Emsella - # of Consults Joanna>=5 0.44 Off Track ▬ 0
prev 0
Sept 7-13
Non Member AR Gagan<5000 $7,511.82 Off Track ▼ $2,335.47
prev $3,707.29
Sept 7-13
# of Outstanding Renewals Gagan<20 17.88 On Track ▲ 26
prev 24
Sept 7-13
# of Outstanding Messages/Touch Points Joanna<=10 7.58 On Track ▲ 7
prev 5
Sept 7-13 (prev Aug 24-30)
% Total Contracts Signed Gagan90% — Check Goal ▬ 59
prev 59
Sept 7-13
% Checked In Per Month Sania80% 60.60% Off Track ▲ 18
prev 8.1
Sept 7-13
Outstanding Shipments Christina— — Check Goal ▼ 3
prev 7
Sept 7-13
# Renewals Gagan— — Check Goal ▲ 3
prev 2
Sept 7-13

Accounts Receivable — Aging Detail AR Summary.xlsx · as of Sep 14, 2026 · 59 accounts

$68,999 is over 60 days past due (61–90: $12,734 · 91+: $56,265) — 34% of the $202,183 total AR. Single largest balance: Tomson Xhelili $20,340 (91+ days). Total AR fell ~$22K week-over-week (from $224,630 / 62 accounts).
$10,850
Current
$94,132
1–30 days
$28,202
31–60 days
$12,734
61–90 days
$56,265
91+ days
$202,183
Total AR
Top BalancesAmountOldest Bucket
Tomson Xhelili$20,34091+ days
Gaurav Kumar$8,12191+ days
Ilan Jacobson$7,0861–30 days
Bradley Chislett$6,37261–90 days
Carmina Muzzo$6,2151–30 days
Poyan$6,2151–30 days
Terrence Young$6,21531–60 days
Valerie Deroy$6,08631–60 days

Marketing Scorecard Insert Marketing/Consulting tracker · 13 KPIs · latest reported week Sept 8-14 · 1 On Track · 10 Off Track · 2 Check Goal

KPIGoalAvgStatusLatest / Prev WkTrend (all wks)
# of new Affiliates/wk 3 0.3333333333 Off Track ▲ 4
prev 2
Sept 8-14
Review Average 4.8 4.6 Off Track ▬ 4.6
prev 4.6
Sept 8-14
# of Reviews gained/wk 2 2.333333333 On Track ▼ 0
prev 1
Sept 8-14
Sales PeakHumanShop/wk 6000 $4,096.84 Off Track ▼ $1,866.27
prev $9,085.62
Sept 8-14
Affiliate Sales/wk $3,000.00 $1,398.67 Off Track ▼ $2,211.00
prev $2,264.00
Sept 8-14
GHL Inbox # Outstanding 0 1 Off Track ▲ 2
prev 0
Sept 8-14
Net Gain Per Week GHL Contacts — 33965 Check Goal ▲ 34133
prev 34110
Sept 8-14
# Peak Uro Leads/wk 15 11.66666667 Off Track ▬ 24
prev 24
Sept 8-14
# HBOT Leads/wk 5 0.6666666667 Off Track ▲ 2
prev 1
Sept 8-14
# Leads - peakhuman.ca/wk 5 1 Off Track ▲ 2
prev 1
Sept 8-14
# Leads - Intake form — 0 Check Goal ▬ 1
prev 1
Sept 8-14
Wix Inbox # Outstanding 0 1 Off Track ▬ 0
prev 0
Sept 8-14
% Open Rate 25% 19.41 Off Track ▼ 9.56%
prev 19.41%
Aug 24-30

Rocks Q3 rocks due October 7, 2026  ·  22 items, 7 flagged Company Rock, 10 Done  ·  22 days out

Joanna
  • list of automations made, 5 implemented
    Company RockOn Track
  • define and automate process of tracking 25K/high value clients
    Company RockOn Track
Sanjeev
  • present/discuss initial sales strategy targeting high value clients with leadership team
    Company RockOn Track
  • prepare supplement strategy document outlining products, channels, investments (with Naeha)
    Company RockOn Track
  • yes/no decision on whether to move locations/renew lease
    Company RockDone
  • follistatin gene therapy website landing page live
    Done
  • Sedona Test fully integrated
    Done
  • Patient Report Template
    On Track
Michelle
  • payment processor back up and running, website back to fully functional
    Company RockDone
  • Antigua papers
    On Track
  • US Clearsolid Deal (or not)
    Done
  • OTCMD Roll Out
    Done
  • Brainstorm 36 Social Posts
    Done
  • Find new peptide supplier
    Done
  • Refine Task Spreadsheet
    Done
Gagan
  • Accounts Receivable decreased to 100,000
    Company RockOn Track
  • Budget Reporting Template Completed
    On Track
Omiya
  • transfer responsibilities
    Done
  • Referral source tracking process
    On Track
Sania
  • Website and Inventory set up
    On Track
  • 3 Social Posts/Week
    On Track
  • Have 3 Cartridge Stock prepared in Fridge (for high selling peptides)
    On Track

To-Dos 19 active items  ·  cutoff: today, Tuesday, September 15, 2026

13 of 19 active to-dos (68%) have no due date set — including 5 High priority items (Review AR, update Active member spreadsheet, Discuss GHL Active Members Pipeline, update GHL with new patient opportunities, send valerie's money). Worth assigning dates so they don't fall through the cracks.
Overdue 6
  • Krishan T - HCAI
    SanjeevMedium36d overdue (August 10)
    referral to urology, further info given
  • omega score c15 - reach out to CanAlt Labs Andrew
    Omiya, SanjeevLow29d overdue (August 17)
    waiting to hear back; GHL flow for fatty 15
  • Antigua stuff - police check and references
    SanjeevHigh28d overdue (August 18)
  • Connect Whatsapp to GHL
    Joanna, MichelleMedium27d overdue (August 19)
  • metamax rollout
    Sanjeev, Sania, Joanna, RainaMedium25d overdue (August 21)
    fill out new product form, add to website
  • make website for Sandy on Lovable
    SanjeevLow21d overdue (August 25)
    not started
Due This Week 0
  • None due this week
Upcoming 0
  • None
No Due Date 13
  • Review AR
    GaganHigh
    Recurring · AR Summary.xlsx
  • update Active member spreadsheet
    GaganHigh
    Recurring
  • Discuss GHL Active Members Pipeline
    JoannaHigh
    Recurring
  • update GHL with new patient opportunities
    SanjeevHigh
  • send valerie's money
    SanjeevHigh
  • upload lab results to sedona
    OmiyaMedium
  • Try Lead Connector on Patients
    JoannaMedium
    in progress
  • make labels for biosciences
    MichelleMedium
    not started
  • start new label process - make a document
    Sanjeev, MichelleMedium
    in progress
  • Go over website to determine what products and images
    Sania
  • find out where are referrals going for Iron
    Michelle
  • emsella meeting to review transfers between Rehab and Medcanna
    Gagan
  • block off schedule when not around
    Sanjeev

Issues (IDS) 9 short-term · 0 long-term

Short Term

  • 1
    Valerie and Marco visit
    MRI and Plasmapheresis
  • 2
    Lead connector using
  • 3
    Calling Emsella patients
  • 4
    GHL
  • 5
    Emsella Consults
    calendar and call backs? coordination with Rehab
  • 6
    payment processor rollout
  • 7
    What other SOPs are helpful?
    uploading lab reports to heads up, new leads/consults, 25k sop, truage and glycanage, omega, initial appt routine, in person appt
  • 8
    implement mini huddle meetings weekly/daily
  • 9
    Sergio Ricci

Long Term

  • None this week