Audit / Summary
Last synced 42 minutes ago
68/ 100
Overall DQI
▲ +4 this month
Turning CRM data into business decisions.
Your CRM contains valuable data, but classification and deal-completeness gaps are reducing confidence in forecasting and segmentation.
2,579Records analysed
4Modules connected
37Insights discovered
CRM business readinessCan your CRM support these decisions?
Customer management
Strong
Lead generation
Strong
Account intelligence
Limited
Revenue forecasting
Limited
Sales activity
Strong
Executive diagnosis
Your CRM is operationally strong, but its ability to support growth decisions is currently limited.
Teams can manage leads, customers and opportunities effectively. Customer classification and incomplete deal data reduce confidence in forecasting, segmentation and sales prioritisation.
Biggest opportunity
Transform your CRM from a system of record into a trusted revenue intelligence platform.
Data foundation
Completeness
Do we have the information needed?
Contact email coverage86%
Deals with close dates80%
Account classification41%
Normalisation
Is information structured consistently?
Industry41%
Country92%
Accuracy
Can we trust the information?
Account ownership95%
Deal stage accuracy73%
AI recommended action plan
01Standardise account informationFix →
Impact★★★★★EffortMedium
Customer segmentation
Territory planning
Executive reporting
02Improve deal informationFix →
Impact★★★★★EffortLow
Better forecasting
Pipeline confidence
03Clean duplicate recordsFix →
Impact★★★★★EffortMedium
Productivity gains
Reporting accuracy
Module intelligenceClick to drill down
Leads▲ +3
86
Healthy
Ownership issues
Data quality is healthy
Contacts▲ +1
82
Healthy
Duplicate records
Data quality is healthy
Accounts▼ -2
64
Needs attention
Missing dataOwnership issues
Segmentation blocked
Deals▼ -4
49
At risk
Missing dataRelationship issuesStale records
Forecast confidence down 27%
Your CRM already contains valuable commercial information. The biggest opportunity is not collecting more data, it is making existing information trustworthy enough to guide growth decisions. By improving customer intelligence and opportunity quality, your CRM can become a true revenue decision engine.