Real World Impact
/
Data Audit & Data Management
Pinpoints data gaps and shows exactly where to take action.
Ask
Interpret
~ 2.5 mins
Plan
Review
~ 3 mins
Approve
Verify
~ 1 min
Execute
Compose
~ 3 mins
Present

Analyzed 124,150 contacts to qualify lead-status compliances and teams driving gaps

DATA SOURCE
Salesforce Logo
Salesforce
Hubspot Logo
HubSpot
CATEGORY
RevOps, Marketing
COMPLEXITY
Moderate
ANALYSIS TIME
Manual:
~1.5 hrs
Petavue
~9.5 mins
See the Full Analysis in Action

Watch how Petavue builds and runs this workflow — validating fields, generating the plan, and producing insights in minutes.

The Petavue Workflow
Blue circle
Ask

Uncover the Right Questions

The request asked Petavue to measure overall lead-status completion, identify where data was missing, and break down the gaps by HubSpot Team and Original Source. 

Petavue first interprets the intent behind the question—understanding what needs to be answered and why it matters for GTM decision-making.

What % of our hubspot contacts actually have a lead status filled? and can you also slice by team or source to see where it’s missing the most?
Interpret
~ 2.5 mins
Plan

Craft the Plan

Petavue translates the request into a structured analytical plan.

It selects the relevant HubSpot Contacts table and determines the fields needed for the audit (lead status, lifecycle stage, team assignment, source data).

Petavue then outlines how the analysis will run—what will be counted, how missing vs. filled values will be classified, and how each segment (overall, team, source) will be compared.

Review
~ 3 mins
Approve

Confirm the Approach

Before executing anything, Petavue presents the plan back in plain language so users can validate the methodology.

It shows the exact breakdown logic, aggregation steps, and completeness scoring approach—ensuring the user agrees with how Petavue intends to audit and segment the data.

Verify
~ 1 min
Execute

Ensure Accurate Execution

Petavue runs the validated steps on the connected HubSpot data.

It applies the grouping logic, computes filled vs. missing statuses for each segment, identifies patterns, and verifies row-level accuracy.

This stage ensures the analysis reflects the true state of CRM data with no sampling or approximations.

Compose
~ 3 mins
Present

Surface the Insights

Finally, Petavue translates the executed analysis into actionable insights.

It highlights where completeness is strong or weak, ranks teams and sources by missing-data severity, and surfaces clusters of records needing remediation. The result is a clear, prioritized view of where operational improvements can have the biggest impact.

The Outcome

Petavue analyzed all 124,150 HubSpot contacts to quantify lead-status completeness and pinpoint exactly which teams and sources were driving the gaps. The result: a clear, validated view of data quality and where to focus cleanup.

Gap Drivers

Identified the exact teams and traffic sources contributing to missing lead-status data.

Data Issues

Surfaced high-volume issues such as unassigned contacts and inconsistent source completeness.

Decision Impact

Gave GTM teams a verified foundation for funnel reporting and operational decisions.

FAQs

For any further questions, send us a message at support@petavue.com
What exactly did Petavue analyze in this project?
Petavue processed 124,150 HubSpot contacts to measure lead-status completeness, track where data was missing, and identify the operational points causing accuracy gaps.
Why was lead-status completeness such an important metric?
Lead status determines funnel visibility, routing efficiency, team accountability, and lifecycle conversion accuracy. Missing data breaks reporting, slows follow-up, and hides real GTM performance.
What were the biggest gap drivers uncovered?
We found that specific teams, traffic sources, and lifecycle paths were disproportionately producing missing lead statuses. This allowed the organization to directly target cleanup and improve upstream processes.
How long did the analysis take end-to-end?
From request → plan → validation → execution → presentation, this analysis followed the Petavue 5-step workflow and was completed within minutes, not days — enabled by automated data interpretation and structured reasoning.
Can this type of analysis be automated for future HubSpot data?
Yes. Once the diagnostic logic is set, Petavue can automatically re-run the same completeness analysis on a schedule (daily/weekly) or whenever new contacts enter the system.