The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
Sales
COMPLEXITY
Advanced
ANALYSIS TIME
Manual:
~2.5 hrs
Petavue
12 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
Find patterns in slipped deals: common stage at time of slip and any repeated blockers in notes.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights