The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
Sales
COMPLEXITY
Moderate
ANALYSIS TIME
Manual:
~1.75 hrs
Petavue
~8 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
I need an analysis of the active pipelines, specifically sales direct. I want to see deals with no activity, no next activity date or no next step in the last week please.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights