Peak Human — EOS Level 10 Dashboard

Data through week of July 6–12, 2026  ·  Rebuilt Tuesday, July 14, 2026  ·  Ahead of Level 10 meeting
2
KPIs On Track
10
KPIs Off Track
4
Check Goal
13
To-Dos Overdue
22
Active Rocks (Q3)

Scorecard 17 KPIs · latest week July 6–12 vs. prior week June 29–July 5

KPIOwnerGoalAvgStatusLatest / Prev WkTrend (18 wks)
Peak Human Store Website Michelle >=$6000 $6,401 On Track ▲ $7,136
prev $2,395
In Clinic Sales - Memberships, Products, and Services Gagan >=$50000 $42,957 Off Track ▲ $40,031
prev $14,226
New Memberships Joanna >=2 1.58 Off Track ▲ 5
prev 0
Number of IV Infusions Done Michelle >=12 11.83 Off Track ▼ 4
prev 6
Emsella - # of Treatments Joanna >=5 2.75 Off Track ▲ 4
prev 2
Emsculpt - # of Treatments Joanna >=5 1.75 Off Track ▬ 1
prev 1
Exomind - # of Treatments Joanna >=5 0.50 Off Track ▬ 0
prev 0
Accounts Receivable - 60 Days Past Due Gagan <=$50000 $273,944 Off Track ▼ $152,277
prev $167,691
Emsella - # of Consults Joanna >=5 0.44 Off Track ▬ 1
prev 1
Non Member AR Gagan <5000 11304.64 Off Track ▼ 4125.90
prev 5437.79
# of Outstanding Renewals Gagan <10000 18.13 Check Goal ▼ 16
prev 22
# of Outstanding Messages/Touch Points Joanna <=10 9.67 On Track ▼ 3
prev 8
% Total Contracts Signed Gagan 90% — Check Goal ▲ 43.0%
prev 42.0%
% Checked In Per Month Sania 80% — Check Goal ▲ 27.2%
prev 10.8%
% HeadsUp Patients Registered Omiya 50% — Check Goal ▲ 30.7%
prev 29.6%
HeadsUp Confirmed Registrations Omiya >=10 6.82 Off Track ▬ 3
prev 3

Rocks Q3 rocks due October 7, 2026  ·  22 items, 8 flagged Company Rock

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 RockOn Track
  • follistatin gene therapy website landing page live
    On Track
  • Sedona Test fully integrated
    On Track
  • Patient Report Template
    On Track
Michelle
  • payment processor back up and running, website back to fully functional
    Company RockOn Track
  • Antigua papers
    On Track
  • US Clearsolid Deal (or not)
    On Track
  • OTCMD Roll Out
    On Track
  • Brainstorm 36 Social Posts
    On Track
  • Find new peptide supplier
    On Track
  • Refine Task Spreadsheet
    On Track
Gagan
  • Accounts Receivable decreased to 100,000
    Company RockOn Track
  • Budget Reporting Template Completed
    On Track
Omiya
  • transfer responsibilities
    On Track
  • Referral source tracking process
    On Track
Sania
  • Website and Inventory set up
    Company RockOn Track
    Note: what does this mean exactly?
  • 3 Social Posts/Week
    On Track
  • Have 3 Cartridge Stock prepared in Fridge (for high selling peptides)
    On Track

Old Rocks Due July 7, 2026 — 7 days ago

4 of 12 old rocks are marked Not Done past their July 7 due date — worth a status check before closing the quarter. None of the current On-Track rocks are past due this week.
Joanna
  • Patient Onboarding Process - Spreadsheet
    Company RockDone
  • 25K membership process, create flowchart approved by leadership team and executed on 1 patient
    Done
  • member/patient follow up process - define it and start to automate and document it
    Done
Sanjeev
  • Patient Report Template
    Company RockNot Done
  • Accurate UTD Patient Member List
    Company RockDone
  • New Person Set Up
    Done
Michelle
  • Review Task Spreadsheet with Everyone
    Company RockDone
  • peakhumanstore Order & Fulfillment Process
    Not Done
  • OTCMD Project Order & Fulfillment Process
    Not Done
  • peakhumanstore - Learn how to manage it and have it up to date with products
    Done
Gagan
  • AR process decrease by 30% total AR
    Company RockDone
Omiya
  • Peak Human Patient Portal
    Company RockNot Done

To-Dos 30 items  ·  cutoff: today, July 14, 2026

Overdue 13
  • iron pipeline billings and notes - update SOP
    Omiya Low 22d overdue (June 22)
  • add sedona test to brochures
    Marketing Low 22d overdue (June 22)
  • Services and Treatments Update Doc
    Omiya Low 19d overdue (June 25)
  • birthday wishes - add column into master sheet, add to go high level
    Raina, Marketing Low 14d overdue (June 30)
  • BPC Stickers
    Marketing Medium 12d overdue (July 2)
  • test membership renewal notifications
    Marketing Medium 12d overdue (July 2)
  • print DNA report template
    Marketing High 8d overdue (July 6)
  • Chair Covers
    Gagan, Michelle Medium 7d overdue (July 7)
  • Replace Bed in Rm 2
    Gagan Medium 7d overdue (July 7)
  • Group activity planning
    Omiya Medium 7d overdue (July 7)
  • Valerie and Marco - visit next week - are we ready
    Michelle High 6d overdue (July 8)
  • joe to make form for store orders - link on website to order
    Marketing Low 5d overdue (July 9)
  • Krishan T plan
    Sanjeev High 4d overdue (July 10)
Due This Week 5
  • Antigua stuff - passport photos and references
    Sanjeev HighJuly 16
  • active member list to be registered - mark do not register heads up
    Sanjeev MediumJuly 16
  • Fasting Pro Bottles
    Sania MediumJuly 20
  • schedule Jeremy level 10 meeting observation
    Gagan LowJuly 20
  • discuss Emsculpt with Naeha
    Michelle LowJuly 20
Upcoming 3
  • get photos/details from Jay regarding Mississauga location
    Michelle MediumAugust 1
  • V TO Template for EOS Meeting
    Omiya LowAugust 1
  • refine accountability chart
    Michelle LowAugust 20
No Due Date 9
  • Review AR
    Gagan High
    Recurring
  • update Active member spreadsheet
    Gagan High
  • Discuss GHL Active Members Pipeline
    Joanna High
    Recurring
  • implement daily checks of fluvio dashboard uro
    Joanna Medium
    Recurring
  • tasks ghl - implement everyone looking at their tasks
    Omiya Medium
    Recurring
  • Affiliate Contract
    Sanjeev Medium
  • omega score c15 - reach out to CanAlt Labs Andrew
    Omiya Low
  • order digestive enzymes
    Omiya Low
  • gagan to order supplements
    Omiya, Gagan Low
    Recurring

Issues (IDS) 7 short-term · 1 long-term

Short Term

  • 1
    implement level 10 meetings with mass and joe
  • 2
    implement mini huddle meetings weekly/daily
  • 3
    did we close indeed listing
    Michelle to confirm
  • 4
    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
  • 5
    Shipping Charges
  • 6
    Inventory on Website
    tesa, dfh digestzymes, reta 10, etc.
  • 7
    HR guidelines - give notice about vacation

Long Term

  • 1
    refine proven process