Automate
Business Insights
Business Insights
with an AI Data Analyst

Automate Business Insights with an AI Data Analyst

B2B revenue teams use Petavue Agent to unify data across tools, automate complex analysis, and get business-critical reports, quickly. Automated by AI and guided by human analysts; we provide actionable insights in hours—not weeks.

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TRUSTED BY BUSINESS TEAMS AT

Petavue Pipeline
THE PROBLEM

Your current analytics stack and processes are paralyzing your decision making

B2B revenue teams generate tons of data scattered across tools; relying on slow, cost-intensive processes or settling for incomplete metrics and reports.

What’s slowing down deals in the mid-funnel?
Which campaigns are converting into revenue?
Our CRM is a mess—duplicates everywhere and missing data.
I don’t trust the numbers, data is inconsistent.
We’re not catching churn risks early enough.
What’s slowing down deals in the mid-funnel?
Which campaigns are converting into revenue?
Our CRM is a mess—duplicates everywhere and missing data.
I don’t trust the numbers, data is inconsistent.
We’re not catching churn risks early enough.
What’s slowing down deals in the mid-funnel?
Which campaigns are converting into revenue?
Our CRM is a mess—duplicates everywhere and missing data.
I don’t trust the numbers, data is inconsistent.
We’re not catching churn risks early enough.
QBR prep takes forever, and it’s never consistent.
Investor updates are a nightmare to pull together.
Is NPS all we got? What about the other CX KPIs?
Why is there such a big gap between forecasted and actual revenue
I need clear metrics for our board, but they’re always last-minute.
QBR prep takes forever, and it’s never consistent.
Investor updates are a nightmare to pull together.
Is NPS all we got? What about the other CX KPIs?
Why is there such a big gap between forecasted and actual revenue
I need clear metrics for our board, but they’re always last-minute.
QBR prep takes forever, and it’s never consistent.
Investor updates are a nightmare to pull together.
Is NPS all we got? What about the other CX KPIs?
Why is there such a big gap between forecasted and actual revenue
I need clear metrics for our board, but they’re always last-minute.

How Petavue Works

Get more from your data with Petavue. We create a secure copy of your data and automatically build a semantic understanding. 

Our AI agent handles the rest: recommending key metrics, building dashboards, and answering all your data questions in a flash.
Unify Your Data
Plug Data Gaps
Build Semantics and KPIs
Get Custom Dashboards & Analysis
Smart Workflows & Reporting
UNIFY YOUR DATA

Unify Your Data Across Systems and Drive Comprehensive Insights

Petavue Agent seamlessly connects your data stack—from CRMs to marketing platforms and beyond. Our platform organizes scattered data into a unified catalog, empowering your team with actionable insights without adding complexity.

Comprehensive Integration

Petavue Agent integrates with your entire data stack—CRMs, analytics tools, customer success platforms, and more—ensuring no data silos across your business.

Tailored Configurations

Our human analysts map all your data fields - both standard and custom - ensuring everything syncs correctly from your systems into Petavue.

Cross-System Connectivity

Petavue Agent maps relationships across systems (e.g., Salesforce x HubSpot x Gainsight) for comprehensive, connected insights.

Unify Your Data
PLUG DATA GAPS

Enrich, Audit, and Clean Your Data for Maximum Accuracy

Petavue’s AI-driven data audit continuously identifies inconsistencies, fills gaps, and enriches data from trusted sources, so your reports remain accurate and actionable.

Automated Data Auditing

Petavue Agent detects duplicates, missing values, and anomalies across your datasets.

Enrichment from Trusted Sources

Petavue Agent enriches missing data in your datasets with external sources or internal reference datasets.

Human Validation

Our human analysts review and refine recommendations to ensure alignment with your unique business rules and maintain data integrity.

Plug data gaps
BUILD SEMANTICS & KPIs

We Define KPIs That Align with Your Business Goals

We work closely with your team to define and track the KPIs that matter most to you. With tailored recommendations based on your goals and industry benchmarks, Petavue ensures your reporting tells the full story.

Tailored KPI Definitions

Track critical metrics like lead-to-opportunity conversion and account health scores through a simple chat with Petavue.

Goal-Based Recommendations

Petavue Agent identifies KPIs essential for revenue growth, churn reduction, and campaign ROI.

Contextual Guidance

Our humans analysts enhance insights by embedding your business-specific nomenclature and rules for maximum relevance.

Build Semantics and Kips
CUSTOM DASHBOARDS & AD-HOC ANALYSIS

Dashboards with Self-serve, Conversational Drill-downs

We deliver dashboards tailored to your team’s needs, from executive overviews to deep-dive analysis. With our conversational AI-powered interface, getting precise insights is as easy as asking a colleague.

On-Demand Insights

Ask questions like "Win rate by region and deal sizes this quarter?" and get instant visualizations.

Role-Specific Views

Dashboards are customized for leaders, team managers, and individual contributors.

Real-Time Drill-Downs

Dive deeper into reports and uncover patterns with conversational commands.

Custom Dashboards and Adhoc analysis
SMART WORKFLOWS & REPORTING AUTOMATION

Let Us Handle Your Reports—From QBRs to Board Decks

Petavue Agent automates time-consuming reporting tasks, saving you hours of manual work. Whether it’s for a quarterly review or an ad-hoc board request, Petavue delivers presentation-ready reports with actionable insights.

Custom Report Requests

Simply tell Petavue Agent what you need, and we’ll generate detailed performance reports tailored to your requirements.

Proactive KPI Alerts

Receive alerts and recommendations when trends shift or anomalies surface, so you can act swiftly.

Intelligent Workflow Automation

Automatically trigger engagement workflows when activity drops or reassign tasks based on data trends.

SMART WORKFLOWS & REPORTING AUTOMATION

Get ready to use, actionable insights as a digest

Receive clear, concise updates on your metrics—daily, weekly, or whenever key changes occur. Each digest explains what changed and why it matters, helping you stay informed and make data-driven decisions.
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Get ready to use, actionable insights as a digest

Secure, reliable, and scalable

Learn More
SOC 2 certified
Our security policies and controls meet the highest industry standards.
High-volume data processing
Our architecture processes terabytes of data, delivering fast insights that scale with your data.
Role-based access controls
Protect sensitive data with role-based permissions, access controls, and audit trails managed by admins.

FAQs

For any further questions, send us a message at support@petavue.com
How does Petavue's human-guided AI approach work?
How does Petavue integrate with my existing tech stack?
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What kind of reports and analysis can I get from Petavue?
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Can I generate custom reports or perform specific analyses on demand?
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What measures does Petavue take to ensure data quality and accuracy?
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What makes Petavue different from traditional BI tools or service providers?
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Team up with an AI data analyst

No more waiting. No more confusion. No more bottlenecks. Automated business insights — while saving time and money.
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In 20 minutes, let us show you how Petavue automates business insights for you.