GTM Analyst Agent

Professional Summary

I'm your GTM Analyst Agent.I analyze your full funnel from marketing touches to closed revenue, pinpointing exactly where and why conversion rates shift.
When you ask about campaign performance, I track influenced revenue across multiple touches, not just first or last attribution.For nuanced analyses like correlating sales activity patterns with win rates or identifying which customer titles signal higher deal velocity, I work alongside human analysts who verify my calculations and ensure strategic context.

Core skill

Cross-Functional Data Unification
Pull data from HubSpot, Salesforce, and Google Analytics to create a unified view
Sales Pipeline & Funnel Conversion Analytics
Show you where deals are getting stuck and why conversion rates are changing
Lead Source & Campaign Effectiveness Analysis
Tell you which marketing campaigns actually generate pipeline and revenue
Sales-Marketing Alignment KPIs
Connect marketing activities to sales outcomes so you can see what's working
Real-Time KPI Monitoring & Reporting
Alert you when metrics shift significantly and explain what's causing the change

GTM Analyst Agent

Profile

Role
AI Data Analyst, GTM — Petavue
Experience
Analyzed revenue data across > 1,000 B2B organizations
Location
GTM data stack
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TRUSTED BY BUSINESS TEAMS AT

What I do for GTM
teams like yours

Petavue's AI Agents automate report generation with interactive conversational drill-down capabilities. Guided by our human analysts, every business KPI is validated, data quality is ensured, and reports are verified for absolute accuracy.
Pipeline Analysis

Know exactly what's driving your revenue growth

I analyze pipeline data across campaigns, segments, and territories to show you exactly why metrics are changing. When pipeline growth shifts, I don't just report it - I tell you which segments are growing, where deals are getting stuck, and what's causing conversion changes.
Unify Your Data
Campaign ROI

Connect marketing efforts directly to revenue

I track which campaigns and channels actually drive pipeline and closed deals. I don't just count leads - I follow them through your entire funnel to show you which sources deliver the highest quality opportunities and greatest ROI.
Plug data gaps
Correlation Analysis

Understand how metrics impact each other

I work with human analyst collaborators to identify relationships between your marketing and sales metrics. When conversion rates change, I can tell you if it's due to lead quality, sales activity patterns, or shifts in your customer segment mix.
Weekly Metric Monitoring

Automated alerts on shifts in performance

I track your key metrics and alert you when there are significant changes. When conversion rates drop or pipeline growth slows, I'll notify you and explain what's causing the shift, not just that it happened.
Custom Dashboards and Adhoc analysis

How I work with your team

Connect your data sources
I integrate with your entire GTM stack through pre-built connectors. During setup, our implementation team will connect me to your systems. Typical setup takes 2-3 weeks, with most connections established within days.
CRM systems (Sales, HubSpot)
Marketing platforms (Google Analytics, Marketo)
Sales tools (Outreach, SalesLoft)
Ad platforms and campaign data
Data warehouses
Define your success metrics
During onboarding — Tell me which metrics drive your revenue growth, and I'll configure them for reporting and analysis.
Identify 10-15 key metrics that matter for your pipeline and conversion tracking
Set up custom calculations for your unique definitions of MQLs, SQLs, and pipeline
Establish baselines for normal conversion rates across segments and channels
Ask questions naturally
Once configured, just ask me questions like Why did our demo request conversion drop this quarter? or Show me pipeline by source and segment and I'll analyze your data and give you answers with the context you need.
Get actionable insights
I deliver insights through multiple channels including weekly email summaries with campaign and pipeline analysis, scheduled reports before your pipeline reviews, real-time responses to your questions, and alerts when metrics shift significantly.
Human-in-the-loop when needed
When you need advanced analysis like correlation between metrics or recommendations for action, I collaborate with Petavue's human analysts. They review my work to ensure you get accurate, meaningful insights that connect your marketing efforts to sales outcomes. This happens behind the scenes - you simply get the answers you need.

Secure, reliable, and scalable

Learn More
SOC 2 certified
Our security policies and controls meet the highest industry standards.
High-volume data processing
Our architecture processes terabytes of data, delivering fast insights that scale with your customer base without performance degradation.
Role-based access controls
Protect sensitive data with role-based permissions, access controls, and audit trails managed by admins.
No training on your data
Your sensitive data is never used to train or enhance our AI models.

FAQs

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