The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
RevOps
COMPLEXITY
Moderate
ANALYSIS TIME
Manual:
~1.5 hrs
Petavue
~8.5 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 create a KD for Opportunity Age using Date Entered Pipeline and Close Date? I want a single, authoritative definition we can reference everywhere going forward.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights