Your AI Agent Tracks KPI Performance and Alerts You When KPIs Shift

Instruct your Agent which KPIs matter the most to you. Your Agent will continuously analyze patterns across your systems, explore correlations between KPIs, and instantly alert you when it spots meaningful changes. Get weekly summaries or real-time alerts about shifts in your key KPIs and what's driving them.

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Why Teams Use Petavue's Agent to Track KPIs

Deeper than dashboards

Your Agent analyzes data across your entire tech stack to detect meaningful patterns. Go 3-4 levels deeper by asking your Agent questions like "Why did pipeline conversion decline this quarter?" and get comprehensive root cause analysis.

Tracking that fits your schedule

Tell your Agent when and how you want your insights—weekly, monthly, or quarterly reports delivered to your inbox or Slack/Teams for your team meetings. Schedule automated updates aligned with your business review cadence.

Custom alert thresholds

Your Agent lets you set specific thresholds for different metrics based on your business priorities. Configure sensitivity levels for each KPI to ensure you're only alerted about changes that truly matter to your business performance.

Correlation analysis across metrics

Your Agent identifies relationships between different KPIs, showing you how metrics influence each other. Understand how feature adoption drives retention rates or how support response times impact satisfaction scores to make more informed decisions.

Role-based real-time dashboards

Your Agent creates customized real-time monitoring views for each team, giving everyone access to the metrics that matter most to them—all updated continuously from a unified data source.

How the Petavue Agent Automates KPI Tracking

Configure KPI tracking through a chat with your Agent

Instruct your Agent which KPIs matter for your business through a chat interface. For example—tell your Agent: "Track license utilization for enterprise accounts"—your Agent handles the setup, connections, and ongoing analysis.

Define custom KPIs without coding—simply explain what you want to track using natural language
Update monitoring parameters anytime by chatting with your Agent—no need to reconfigure dashboards
Set monitoring frequency and notification thresholds based on your business priorities

Get actionable insights through correlation analysis

Your Agent analyzes data across your entire tech stack, uncovering hidden correlations between key KPIs. It dives 3-4 levels deeper than traditional monitoring, delivering instant alerts on significant shifts for a complete performance overview.

Identify which factors are driving changes in your business metrics across multiple systems
Drill down from high-level KPIs to underlying data points with simple follow-up questions
See the exact sources and fields used in each calculation for complete auditability

Surface relevant insights for each team

Your Agent auto-delivers the right insights to each team in their preferred format. Send pipeline alerts to sales leaders in Slack, weekly marketing performance summaries to CMOs via email, and customer health trends to CS teams in their dashboards—all automated and personalized.

Configure role-based access to ensure team members see only the metrics relevant to their function
Schedule automated delivery of insights to align with team meetings and review cycles
Personalize delivery channels based on how each team prefers to consume data—email, Slack, dashboards, or reports

KPI tracking solutions that match your context

Top account monitoring

Your Agent provides continuous visibility into your most important enterprise accounts. Tell it which accounts matter most, and it will track all critical metrics. Your Agent proactively alerts you when key accounts show concerning behavior changes, helping you prevent churn before it happens.

Account-level KPIs

Your Agent enables granular analysis of individual strategic accounts beyond high-level metrics. Examine events like activity history, product adoption rates, support ticket trends, and feature usage. Your Agent automatically identifies usage anomalies, and untapped areas that represent expansion opportunities.

Sales efficiency tracking

Your Agent analyzes sales activity metrics like calls, emails, and meetings per deal, tracks changes in sales cycle length by territory and deal size, and identifies which representatives are most efficient with specific customer types.

Pipeline insights

Your Agent continuously monitors pipeline health and momentum across every stage. It tracks conversion rates by segment, monitors pipeline growth quarter over quarter, and understands how deals move through different stages.

Cross-system analysis

Your Agent correlates product usage metrics with customer health indicators to identify early warning signs for at-risk accounts. Monitor how license utilization changes correlate with support ticket volume, and track how customer health metrics shift after key events like QBRs.

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