Real World Impact
/
GTM Reporting
The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
RevOps, Sales
COMPLEXITY
Advanced
ANALYSIS TIME
Manual:
~4 hrs
Petavue
~16.5 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
I would like to do an analysis of ‘active pipelines’ for Q3 2025, any deals that were open within the period, and any activity. Please do not use the activities table, please use emails, calls and meetings separately. I'm looking for key sales KPI trends in quarter (particularly over July), activity, velocity, win rate, execution. I want to see MOM how we won and why along with where we can continue to win.
The Petavue Workflow
01 / PLAN

Craft the Plan

02 / VERIFY

Ensure Accurate Execution

03 / PRESENT

Surface the Insights