Monitor Your Most Critical KPIs with Your AI Data Analyst

Petavue Agent monitors your KPIs 24/7; detecting meaningful patterns across your data sources and alerting you before issues become problems. Guided by human analyst collaborators who verify every insight, you'll know exactly what's changing and what to do about it.

Why business teams choose Petavue to monitor KPIs
Go beyond basic dashboards
Petavue goes 3-4 levels deeper than traditional reporting, detecting meaningful patterns by connecting signals across your tech stack.
Monitoring that fits your schedule 
Choose how often you want updates—weekly, monthly, or quarterly—and get easy-to-read reports right in your inbox or Slack/Teams.
Get clear next steps 
Instead of just numbers, get practical suggestions like "these accounts need attention" or "time for a customer check-in" based on what the data shows.
Connect signals that matter
Understand how your KPIs influence each other-from seeing how feature adoption drives retention rates to detecting how support response times impact satisfaction scores.
Get an unbiased view of your data
Our approach combines AI Agentic monitoring with human guidance. We help identify data gaps, recommend enrichment, and maintain consistent metrics across all your systems.

How the Petavue Agent Automates KPI Monitoring

Identify early shifts in the performance of your KPIs

Direct the Agent to track your KPIs for any performance shifts and provide a summary explaining the causes of these changes.
  • Proactively monitor usage, engagement, and renewal signals across your customer base
  • The Agent generates smart alerts for key shifts in metrics performance, such as declining conversion rates for specific sources by region and segment
  • The Agent detects underperforming KPIs early and generate recommended actions.

Get actionable insights through correlation analysis

Petavue Agent connects signals across your tech stack to reveal meaningful patterns - from product usage to marketing engagement to renewal likelihood - helping you build a proactive expansion pipeline and get ahead of churn.
  • Discover which sales activities and engagement patterns lead to faster deal closure
  • Correlate marketing campaign performance with product adoption and customer growth
  • Identify which customer behaviors predict successful expansion opportunities

Augment your team's capabilities 

Instead of hiring more analysts or overwhelming your existing team, use Petavue to monitor KPIs, and generate reports while maintaining human oversight for quality and context.
  • Replace manual pipeline analysis with AI-powered deal insights and recommendations
  • Automate marketing attribution reporting and campaign performance analysis
  • Generate customer health scorecards and QBR decks automatically

Keep teams aligned 

Automatically deliver relevant insights to each team in their preferred format - from Slack alerts to QBR decks to email summaries.
  • Share conversion and campaign performance data with marketing to optimize targeting
  • Alert sales teams to deals needing attention based on engagement patterns on Slack
  • Notify customer success teams when correlated signals suggest churn risk via email

KPI monitoring solutions that match your context

Top account monitoring 
Monitor your most important enterprise accounts closely. Track key KPIs like license utilization, product usage, and engagement for your top 20 accounts and get alerts when patterns change.
Account-level KPIs
Keep track of key KPIs for specific strategic accounts - select companies like Microsoft or DHL and monitor their complete activity patterns, stage progression, and overall health. Get alerts when important accounts show changes in behavior.
Sales efficiency tracking
Monitor the effort required to sell across different segments - understand how many touches it takes to close enterprise vs mid-market deals, track changes in sales cycle length, and identify which activities drive the most success.
Pipeline intelligence
Stay ahead of pipeline changes - track conversion rates by segment, monitor pipeline growth quarter over quarter, and understand how deals move through different stages. Get alerts when KPIs like pipeline value decline compared to previous periods.
Cross-system analysis
Connect KPIs across your tech stack - monitor data from Salesforce, HubSpot, and other tools to understand marketing influence on deals, track lead conversion through your funnel, and identify patterns in successful customer journeys.

FAQs

For any further questions, send us a message at support@petavue.com
Can I customize alert sensitivity for different KPIs?
What happens if my data sources change or we add new tools?
Can different teams have different monitoring views?
What if I need to share monitoring insights with executives or board members?
Is there a limit to how many KPIs I can monitor?