Jumpstart your insights journey with ready-to-use prompts

A curated collection of elaborate prompts, engineered to uncover insights and recommended actions. Built for GTM, CX, and Marketing teams seeking to get the most out of Petavue.

Post-Opp Touchpoint Summary

Understand how engagement after opportunity creation differs between Closed Won and Closed Lost deals to pinpoint success patterns or friction.

RevOps

View All

Marketing

View All

Asset Engagement Analysis

Measure and rank asset engagement across web and email channels, then correlate engagement with Lead‑to‑MQL conversion uplift.

Marketing

View All

CS Data Assessment

Audit key Customer Success data fields in the CRM or data warehouse for presence, completeness, standardization, and cleanup recommendations.

View All

CSM Engagement Coverage

Analyze how CSM engagement frequency correlates with renewal, expansion, and churn outcomes to determine the impact of touchpoint cadence.

View All

Campaign Leaderboard Analysis

Compute campaign ROI and pipeline efficiency for all marketing channels over the last fiscal quarter and rank performance

Marketing

View All

Campaign ROI Analysis

Calculate true campaign ROI by merging ad spend with Closed-Won revenue and ranking performance by pipeline impact.

Marketing

View All

RevOps

View All

Campaigns — Deals Analysis (Influence)

Compare single‑touch and position‑based attribution for Closed‑Won deals, aggregate revenue per campaign, and flag major disparities.

Marketing

View All

Sales

View All

Campaigns — Meetings Booked

Connect campaign touches to meeting bookings within 30 days to measure each campaign’s SDR-driven engagement and pipeline influence.

Sales

View All

Marketing

View All

Churn Risk Radar

Flag at‑risk accounts by combining product usage drops and support spikes, then automate proactive save tasks for CSMs.

View All

Contacts to Opportunity Analysis

Uncover the most common engagement paths that drive contacts to become Opportunities.

RevOps

View All

Marketing

View All

Content Influence Mapping

Correlate content asset interactions with high‑value Closed‑Won deals to rank assets by influence and revenue impact.

Marketing

View All

Data Assessment — Accounts

Ensure field completeness and object linking for reliable account based reporting.

Marketing

View All

Systems & Data

View All

RevOps

View All

Data Assessment — Duplicates

Eliminate reporting errors by detecting and resolving record duplication.

Marketing

View All

Systems & Data

View All

RevOps

View All

Data Assessment — Leads

Improve segmentation, scoring, and routing by cleaning and standardizing lead-level data.

Marketing

View All

Systems & Data

View All

RevOps

View All

Data Assessment — Opportunities

Identify stuck stages, missing Close Dates, and role gaps slowing conversion.

Systems & Data

View All

RevOps

View All

Data Assessment — UTMs

Catch missing UTMs and source fields that break campaign ROI and CAC tracking.

Marketing

View All

Systems & Data

View All

RevOps

View All

Deal Velocity & Bottleneck

Diagnose AE performance by linking activity levels, pipeline coverage, and win rates to uncover coaching opportunities and drive revenue growth.

Sales

View All

Deal-Rot Detector

Detect deals that are lingering too long in a single pipeline stage, signaling risk of decay or lost momentum.

Systems & Data

View All

RevOps

View All

Expansion & Account Growth

Optimize lead conversion by pinpointing funnel drop‑offs and high‑impact sources, segments, and reps to boost pipeline efficiency.

Sales

View All

First Touchpoint Analysis — Contact-to-Opp Funnel

Identify which initial GTM activities are best at converting new contacts into opportunities and revenue.

Marketing

View All

Systems & Data

View All

RevOps

View All

First vs Last Touch Attribution

Compare revenue credit under First‑Touch and Last‑Touch models for channels and top campaigns.

Marketing

View All

Forecast Accuracy & Risk

Ensure reliable revenue projections and proactive risk management by analyzing forecast accuracy and flagging at‑risk deals across reps, teams, and segments.

Sales

View All

Golden Path Journey

Discover the most effective and repeatable GTM engagement sequences that consistently lead to Closed Won outcomes.

RevOps

View All

Marketing

View All

Inactive or At-Risk Opportunities

Identify open opportunities that show no engagement activity post-creation, signaling risk of stall or silent loss.

Marketing

View All

Systems & Data

View All

RevOps

View All

Last-Touch Attribution Analysis for Opportunities

Identify which final GTM activities most commonly trigger opportunity creation to optimize high-intent conversion points.

Marketing

View All

Systems & Data

View All

RevOps

View All

Lead Conversion Analysis

Diagnose and optimize lead conversion performance across sources, segments, and reps to boost pipeline efficiency and ROI.

Sales

View All

Marketing

View All

Lead Source Hygiene Audit

Audit lead attribution fields for completeness and standardization, flag gaps below targets, and recommend enforcement rules.

Marketing

View All

RevOps

View All

Lead — Deal Conversion (Overall & by Stage)

Build a multi‑stage conversion funnel for the past two quarters, report conversion rates and stage durations, and surface stalled large deals.

Sales

View All

RevOps

View All

Lead — Deal Conversion by Speed

Segment Closed‑Won deals by days‑to‑close cohorts, measure win rates and deal size for each, and recommend SLA tweaks based on performance gaps.

Sales

View All

RevOps

View All

Low Account Health

Diagnose and preempt at‑risk accounts by analyzing low health scores to guide targeted retention actions.

View All

Multi-Touch Attribution (Contact-Level)

Allocate Closed‑Won revenue across contact‑level touchpoints using customizable multi‑touch attribution models to reveal channel, campaign, and role influence.

Marketing

View All

Product Usage Correlation

Identify usage thresholds tied to high renewal rates and surface at-risk accounts based on product engagement.

View All

Propensity to Renew

Cluster customer accounts by feature/module usage and predict renewal and expansion likelihood per account.

View All

Rep Performance vs. Activity

Diagnose AE performance by correlating activity levels, pipeline coverage, and win rates to pinpoint coaching needs and boost revenue.

Sales

View All

Rep-Level Cohort Analysis

Optimize AE onboarding and ramp by comparing pipeline creation and conversion performance across hiring cohorts.

Sales

View All

Retention cohort breakdown

Analyze retention cohorts by date—detailing churn timing, net vs. expansion retention, segment breakdowns, and key churn drivers.

View All

Sales Data Assessment

Ensure your CRM data is complete and standardized so you can trust rep performance metrics, diagnose pipeline health, and drive targeted process improvements.

Sales

View All

Sales Rep Effectiveness

Rank SDRs by the quality of pipeline using a weighted composite score of win rate, average ACV and opportunity volume.

Sales

View All

Segment Insights

Diagnose segment‑level performance and risk to drive targeted growth and retention actions.

View All

Stuck Pipeline Alerting

Identify stalled deals by stage, trigger follow-ups, and give managers clear visibility into pipeline slippage.