The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
RevOps
COMPLEXITY
Advanced
ANALYSIS TIME
Manual:
~3 hrs
Petavue
~15.5 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 want to do an analysis, specifically for the pipelines: Sales Retail Pipeline, Cross-sell/Upsell and Enterprise Mid Market. Can you please go look up the pipeline IDs and cross them with the names so you know which I'm talking about.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights