Petavue is The Only AI Data Analyst built for B2B SaaS GTM Teams

Petavue lets you plug in your raw, messy GTM data scattered across tools and quickly run audits, build reports, and share insights with business users — all within hours of signing up.

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Why do you need an AI data analyst?

You wouldn’t be asking this if your current RevOps workflow wasn’t drowning you down.

Every SaaS GTM team is drowning in dashboards, exports, and half-finished reports. The data is spread across multiple tools, the reporting is either tool based or hacked together in a spreadsheet or pre-AI visualization tools.

An AI data analyst bridges that gap. It connects your CRM, marketing, and product data, and lets you create dynamic reports, dashboards, and run deep-analysis across the entire GTM data. That means full-funnel reports, attribution analysis that is unique to your GTM handshake, correlation analysis between onboarding metrics and churn, and much more.

I’ve never come across a platform where I’ve seen insights get delivered to the entire GTM team in such a short time. The time-to-insight is incredible.

Peter Zaballos

CMO,

NASDAQ: PHUN

Integrates with your GTM stack

& a lot more.

Where does the current RevOps stack fall short?

Slow to Align

Revenue teams spend weeks reconciling metrics across CRM, marketing, and product metrics before they can agree on a number.

Low Adoption

Current dashboards are either static, outdated, or disconnected from daily decision-making.

Fragmented and Messy Data

CRM, marketing automation, and product data live in silos; making it nearly impossible to get a unified view of the funnel.

Ops Team Burnout

Constant requests for one-off reports and manual data fixes drain RevOps resources and delay strategic work.

Inconsistent Metrics

Definitions vary across teams, leading to misaligned forecasts, conflicting KPIs, and boardroom confusion.

Data Trust Issues

Exports and ad hoc reporting erode governance, creating gaps in lineage, accuracy, and security.

Petavue: Built for B2B GTM Data

One source of truth

Petavue unifies CRM, marketing, product, and CX data into a single catalog. Petavue understands your data even if it is messy or incomplete.

Define your unique metrics

Have metrics or terms that are unique to your company? Just tell Petavue to remember them and it prioritizes your definitions always.

Analyst-level answers

Ask revenue questions in plain English, drill into cohorts or segments, and refine follow-ups. All with pre-approved plans and ‘how we got this’.

From insight to action

Petavue doesn’t stop at dashboards. It recommends next-best actions, posts nudges into Slack, and powers bankable decisions.

So, Petavue is an AI Data Analyst? Yes and...

YES - It is a full feature AI Data Analyst

Automate data processes

Cleans, standardizes, and syncs GTM data.

Visualize and report

Generates live dashboards, historical and forward-looking.

Conduct advanced analytics

Cleans, standardizes, and syncs GTM data.

Communicate findings

Delivers plain-English narratives with next-best actions.

Build and deploy models

Produces prioritized accounts and budget re-allocations.

Connect all your GTM data

Cleans, standardizes, and syncs raw GTM data, directly from sources. No ETLs.

Conduct advanced analysis

In-depth analysis (like correlation). Surfaces hidden patterns in pipeline, ROI, and win-rates.

Visualize and report

Generates dynamic visualizations to explain your analysis.

Communicate findings

Delivers plain-English narratives with next-best actions.

Tackle problems generic AI can’t

Built with advanced capabilities to solve complex data analysis problems

Skip repetitive explanations

Julius remembers your context and preferences to work faster over time

AND - It is tuned for GTM teams

Business-Context Engine

Enforces your GTM rules and definitions so numbers match leadership reporting.

Trustworthy Data

Automatically cleans and reconciles CRM, marketing, product, and CX inputs—no ETL.

Actionable Outputs

Surfaces next-best actions with owners and expected impact, not just charts or forecasts.

Operator Focus

Built for RevOps, sales, and marketing; drives pipeline, velocity, and board-defensible ROI.

Enterprise Readiness

Audit trails, lineage, governance, and security baked into every output.

Tailored for you

Enforces your GTM rules and definitions so numbers match leadership reporting.

Learns from context

Remembers what you tell it to and gets hyper-personalized over time.

Actionable Outputs

Surfaces next-best actions with owners and expected impact, not just charts or forecasts.

Enterprise Readiness

Audit trails, lineage, governance, and security baked into every output.

Actionable Outputs

Surfaces next-best actions with owners and expected impact, not just charts or forecasts.

Actionable Outputs

Surfaces next-best actions with owners and expected impact, not just charts or forecasts.

Why an AI Data Analyst Outperforms the Current RevOps Stack

FEATURES

Current RevOps Stack

Speed to Insight

Answers in seconds, follow-ups instantly

Weeks of reporting cycles, endless reconciliation

Ease of Use

Natural language prompts, no SQL needed

Complex tools, requires technical skills

Depth of Analysis

Across data sources, correlations, attribution

Static dashboards, historical only

Data Reliability

Unified GTM data, define your unique KPIs

Conflicting KPIs, frequent data gaps

Cost Efficiency

Scales without analyst overload

High tool sprawl + heavy manual effort

FAQs

For any further questions, send us a message at support@petavue.com