The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
Sales
COMPLEXITY
Advanced
ANALYSIS TIME
Manual:
~3 hrs
Petavue
~14 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
Show all early-stage (redacted) opportunities marked Closed Lost this year. Break them down by channel, partner, and territory. Include top 5 loss reasons by count.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights