The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
RevOps
COMPLEXITY
Advanced
ANALYSIS TIME
Manual:
~3 hrs
Petavue
~16.5 mins
This analysis is inspired by real analyses run by our users. This is a recreated version to illustrate the process on a test setup.
See the Full Analysis in Action
The Prompt
How many deal fields do we even have access to in hubspot rn, and which ones are actually being used? might be worth checking fill rates too — like how many are empty vs populated, esp the ones used in reporting. i want to clean up unused or redundant fields.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights