The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
RevOps
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
I am looking for insights on $0 orders (Opportunities with an amount of 0). I'm curious what kind of associations you can make, looking at the Accounts. One metric might be percentage of Account Type where these occur, but I need the values on the Account to be ‘point-in-time’ possibly cross-referencing the Account History object. Suggest any other metrics you think might be interesting.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT