Sample result
Run live demo
CRM health scorecard| Category | Issue Description | Affected Records | Impact | |
|---|---|---|---|---|
| 1 | Pipeline Risk | Opportunities with a close date in the past | 18 | High |
| 2 | Data Quality | Open opportunities missing 'Next Step' field | 42 | High |
| 3 | Pipeline Risk | Deals in late stage with no activity in 30+ days | 9 | High |
| 4 | Data Quality | Contacts with no logged activity in 90+ days | 213 | Medium |
| 5 | Data Quality | Accounts missing industry classification | 88 | Low |
Example run
“Can you run a health check on our CRM data and pipeline?”
Found 18 opportunities with past-due close dates and 9 late-stage deals with no recent activity.
Identified 42 open opportunities missing a 'Next Step' and 88 accounts without an industry classification.
Found 213 contacts with no logged activity in the last 90 days.
CRM Health Scorecard
Who it's for
This weekly audit is built for the sales operations manager or team lead responsible for the integrity of their team's pipeline. It helps anyone who needs to diagnose data quality issues before they impact forecasting and team performance.
What it does
Every Monday morning at 9 AM, this skill automatically scans your pipeline for data quality problems and hidden risks. It flags deals that have gone stale based on your custom threshold and identifies other indicators of poor CRM hygiene.
What you need
To get started, connect your Salesforce account with read access to your deals. You also set your own "Stale Deal Threshold" in days so the analysis matches your sales cycle.
What you get
The skill delivers a detailed CRM Health Scorecard grading your pipeline data. It also prepares a draft summary email of the audit's findings for you to review and share, along with specific alerts for at-risk deals.