The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
RevOps
COMPLEXITY
Moderate
ANALYSIS TIME
Manual:
~2 hrs
Petavue
~10.5 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
Can you pull me all contacts that came via import and show by import date + owner? flag how many of them ever converted to deals or were touched in last 90 days.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights