The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
Marketing
COMPLEXITY
Moderate
ANALYSIS TIME
Manual:
~2.5 hrs
Petavue
~9 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
What is the marketing influence pipeline this month? Use opportunities that have been influenced by campaigns and have a responded member status. Exclude any campaign type equal to email and exclude campaigns that contain in the name.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights