The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
RevOps
COMPLEXITY
Advanced
ANALYSIS TIME
Manual:
~3 hrs
Petavue
~14.5 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
Analyze all opportunities created in 2025 that remained in Opportunity stage for more than 30 days. For these opportunities, provide a breakdown showing their current pipeline status as of today, categorized as: Still in Opportunity / Closed Won / Closed Lost / Still Open but in a Later Stage. Include both a global summary and breakdown by regions.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights