The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
RevOps, CX
COMPLEXITY
Simple
ANALYSIS TIME
Manual:
~1.75 hrs
Petavue
~6.5 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
For this report, I’d prefer we use the standardized Churn Rate KD instead of calculating churn on the fly. Can you swap in the KD version and rerun the plan so the output becomes consistent with the rest of our reporting?
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights