Sample result
CRM health scorecard| Category | Issue Description | Affected Records |
|---|---|---|
| Pipeline Risk | Opportunities with a close date in the past | 18 |
| Data Quality | Open opportunities missing 'Next Step' field | 42 |
| Pipeline Risk | Deals in late stage with no activity in 30+ days | 9 |
| Data Quality | Contacts with no logged activity in 90+ days | 213 |
| Data Quality | Accounts missing industry classification | 88 |