Peak Human — EOS Level 10 Dashboard

EOS Scorecard through Oct 26–Nov 1, 2026  ·  Marketing KPIs through Oct 26–Nov 1  ·  A/R as of Nov 2  ·  Rebuilt Tuesday, November 3, 2026  ·  Ahead of Tuesday Level 10 meeting
2
EOS KPIs On Track
11
EOS KPIs Off Track
4
EOS Check Goal
2
To-Dos Overdue
8
Active Rocks

Scorecard Peak Human Ninety · 17 KPIs · latest reported week Oct 26–Nov 1 · 2 On Track · 11 Off Track · 4 Check Goal

KPIOwnerGoalAvgStatusLatest / Prev WkTrend (all wks)
Peak Human Shop Website Michelle>=$6000 $5,348.53 Off Track ▼ $1,402
prev $2,900
Oct 26-Nov 1
In Clinic Sales - Memberships, Products, and Services Gagan>=$50000 $40,407.53 Off Track ▼ $23,115
prev $51,170
Oct 26-Nov 1
New Memberships Joanna>=2 1.76 Off Track ▼ 0
prev 2
Oct 26-Nov 1
Number of IV Infusions Done Michelle>=12 11.90 Off Track ▬ 10
prev 10
Oct 26-Nov 1
Emsella - # of Treatments Joanna>=5 2.76 Off Track ▲ 2
prev 1
Oct 26-Nov 1
Emsculpt - # of Treatments Joanna>=5 1.67 Off Track ▬ 1
prev 1
Oct 26-Nov 1
Exomind - # of Treatments Joanna>=5 0.33 Off Track ▼ 0
prev 1
Oct 26-Nov 1
Accounts Receivable - 60 Days Past Due Gagan<=$50000 $235,549.06 Off Track ▲ $232,024
prev $215,024
Oct 26-Nov 1
Emsella - # of Consults Joanna>=5 0.44 Off Track ▬ 0
prev 0
Oct 26-Nov 1
Non Member and Member - Non Membership AR Gagan<5000 $7,511.82 Off Track ▬ $440
prev $440
Oct 26-Nov 1
# of Outstanding Renewals Gagan<20 17.88 On Track ▬ 30
prev 30
Oct 26-Nov 1
# of Outstanding Messages/Touch Points Joanna<=10 7.58 On Track ▲ 3
prev 2
Oct 26-Nov 1
% Total Contracts Signed Gagan90% — Check Goal ▬ 60%
prev 60%
Oct 26-Nov 1
% Checked In Per Month Sania80% — Off Track ▲ 89.4%
prev 88.4%
Oct 26-Nov 1
Outstanding Shipments Christina0 — Check Goal ▲ 3
prev 1
Oct 26-Nov 1
# Renewals Completed Gagan— — Check Goal ▲ 7
prev 2
Oct 12-18
# of patients Dr Banerjee Joanna50 — Check Goal ▬ 36
prev 36
Oct 26-Nov 1

Accounts Receivable — Aging Detail AR Summary.xlsx · as of Nov 2, 2026 · 52 accounts

$52,891 is over 60 days past due (61–90: $20,680 · 91+: $32,211) — 23.5% of the $224,933 total AR. That is up from $45,444 (22.1%) last week — over-60 grew ~$7,447 and total AR rose ~$18,986. Largest single balance: Valerie Deroy $34,632 (down ~$7,500 from $42,132 last week, now mostly 1–30). Biggest 91+ exposure: Gaurav Kumar $9,167; new to the top list: Attilio Commisso $6,215 (1–30).
$32,680
Current
$115,061
1–30 days
$24,302
31–60 days
$20,680
61–90 days
$32,211
91+ days
$224,933
Total AR
Top BalancesAmountOldest Bucket
Valerie Deroy$34,6321–30 days
Nikitas Polyzotis$10,1701–30 days
Gaurav Kumar$9,16791+ days
Anthony Marcucci$8,83761–90 days
William Montour$6,65591+ days
Bradley Chislett$6,37261–90 days
Matt Novak$6,32831–60 days
Attilio Commisso$6,2151–30 days

Marketing Scorecard Insert Marketing/Consulting tracker · 13 KPIs · lead & sales metrics through Oct 26–Nov 1 · 1 On Track · 10 Off Track · 2 Check Goal

KPIGoalAvgStatusLatest / Prev WkTrend (all wks)
# of new Affiliates/wk 3 0.33 Off Track ▼ 0
prev 1
Oct 26-Nov 1
Review Average 4.8 4.6 Off Track ▬ 4.6
prev 4.6
Oct 26-Nov 1
# of Reviews gained/wk 2 2.33 On Track ▬ 0
prev 0
Oct 26-Nov 1
Sales PeakHumanShop/wk 6000 $4,096.84 Off Track ▼ $1,047
prev $2,038
Oct 26-Nov 1
Affiliate Sales/wk $3,000.00 $1,398.67 Off Track ▼ $297
prev $1,225
Oct 26-Nov 1
GHL Inbox # Outstanding 0 1 Off Track ▲ 22
prev 11
Oct 26-Nov 1
Net Gain Per Week GHL Contacts — 33965 Check Goal ▲ 34414
prev 34379
Oct 26-Nov 1
# Peak Uro Leads/wk 15 11.67 Off Track ▼ 30
prev 32
Oct 26-Nov 1
# HBOT Leads/wk 5 0.67 Off Track ▬ 3
prev 3
Oct 26-Nov 1
# Leads - peakhuman.ca/wk 5 1 Off Track ▲ 2
prev 1
Oct 6-13
# Leads - Intake form — 0 Check Goal ▬ 1
prev 1
Oct 26-Nov 1
Wix Inbox # Outstanding 0 1 Off Track ▬ 0
prev 0
Oct 26-Nov 1
% Open Rate 25% 19.41 Off Track ▲ 57.6%
prev 47.3%
Oct 6-13

Rocks 22 items · 7 Company Rock · 14 Done · 8 On Track

14 of 22 rocks complete; 8 remain On Track.  ·  Joanna's two automation rocks carry a Nov 9 due date (6 days out); the other open rocks have no due date on the sheet.  ·  By Sept 30 targets: Revenue $500K  ·  Net Profit $200K  ·  Measurable $4.2K / patient.
Joanna
  • list of automations made, 5 implemented
    Company RockDonedue Nov 9
  • define and automate process of tracking 25K/high value clients
    Company RockOn Trackdue Nov 9
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
    Done
  • 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
    Done
  • 3 Social Posts/Week
    On Track
  • Have 3 Cartridge Stock prepared in Fridge (for high selling peptides)
    Done

To-Dos 28 active items  ·  cutoff: today, Tuesday, November 3, 2026

26 of 28 active to-dos (93%) have no due date set — including 5 High priority items (Review AR, update Active member spreadsheet, Discuss GHL Active Members Pipeline, send valerie's money, Dr. Banerjee computer). Worth assigning dates so they don't fall through the cracks.
Overdue 2
  • Krishan T - HCAI
    SanjeevLow85d overdue (August 10)
    referral to urology, further info given
  • metamax rollout
    Sanjeev, Sania, Joanna, RainaMedium74d overdue (August 21)
    fill out new product form, add to website
Due This Week 0
  • None due this week
Upcoming 0
  • None
No Due Date 26
  • Review AR
    GaganHigh
    Recurring · AR Summary.xlsx
  • update Active member spreadsheet
    GaganHigh
    Recurring
  • Discuss GHL Active Members Pipeline
    JoannaHigh
    Recurring
  • send valerie's money
    SanjeevHigh
    in progress
  • make labels for biosciences
    SanjeevMedium
    in progress
  • start new label process - make a document
    Sanjeev, MichelleMedium
    in progress
  • Source dual chamber boxes
    Michelle
    in progress
  • iron/emsella/exomind referral docs; give new fax number
    Joanna, Sania, Raina
    in progress
  • add new peptides bioxsciences to peptide cost sheet
    Sania, Raina, Joanna, Michelle
    not started
  • omega redo in claude - rebrand/change wording
    Sanjeev
    not started
  • add sedona add-on to high end memberships 1800$
  • Dr. Banerjee add calendar
  • Dr Banerjee intro
    Sanjeev
  • Dr. Banerjee go high level
  • Dr Banerjee show intake form
  • Raina talk about iron referrals/consults
    Raina, Sanjeev
    Recurring
  • Dr. Banerjee computer
    SanjeevHigh
  • lopita new phone add to whatsapps
  • 25k / drip trip
    Michelle, Joanna
  • metamax samples
    Joanna, Raina, Sania
  • brainstorm open house for docs about services
  • vancouver patient blurb/introduction
  • michelle - iron FLOW in GHL
  • how to pass on truage/glycanage reports to get review from Sanjeev
  • highlight everyone on active member list/ tag in GHL/whatsapp them
  • make a list of MOD pens to add to website

Issues (IDS) 6 short-term · 0 long-term

Short Term

  • 1
    fee for psychotherapist
    using the journey room
  • 2
    talk about bioxsciences
  • 3
    celixir pens
  • 4
    Jerry Montour
  • 5
    patient portal app
  • 6
    tru health dashboard

Long Term

  • None this week