The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
RevOps, Sales
COMPLEXITY
Moderate
ANALYSIS TIME
Manual:
~2 hrs
Petavue
~11.5 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
The activities table mixes a lot of different event types. Instead of using the combined table, can you rewrite the plan so email, call, and meeting activity are handled independently? That’ll give me more control over how the final numbers are interpreted.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights