The CRM Hygiene Dashboard has been created and configured for you right out of the box, so your Sales Operations have a built-in dashboard based on best practices, utilizing your data.

About the CRM Hygiene Dashboard

What data is included? Accounts/Opportunities/Contacts/Leads/Users

Who should use it? Sales Operations and InsightSquared Support

When to use it? During Implementation or Quarterly

Why use it?

• Understand the profile of the data you have, and spot-check critical hygiene points that would impact your platform deployment.

• Ensures that you have the appropriate data for advanced sales math.

• Identifies areas of concern for data quality that would impact dashboards.

• Identifies areas of concern for data quality that would impact ML.

Deployment Considerations and Best Practices

• Identify CRM Hygiene areas of focus

Usage by Persona

For Sales Operations

When: During Deployment, and Quarterly afterward

How: During deployment, identify key areas of hygiene that would impact the quality of the deployment or accuracy of machine learning models

Outcomes:

• Potentially identify data cleanup projects

• Potentially backfill missing data

• Potentially close inactive or "bad" pipeline

• Potentially remove "bad" contacts and leads

Pre-req Training

Copying and Editing Cards

You may decide you want additional cards similar to what's provided, check out this article on copying and editing cards to learn how you can copy and adjust a current card instead of starting from scratch!

The CRM Hygiene Dashboard

The following rows and cards make up the template of reports we consider best practice for a CRM Hygiene Dashboard. Each card can be opened with one click to further inspect data with a more focused view on a particular report.

We recommend having your CRM Hygiene Dashboard open in another window as you walk through this guide.

Rows 1 & 2: What is our overall account hygiene?

Row 1

• Number of Accounts (Headline)

   

• Accounts with No Contacts (Headline)

   

• Accounts with Partner Contacts (Headline)

Row 2

• Account Types Split (Pie Chart)

   

• Average Number of Contacts by Account Type (Bar Chart)

Row 3: How real are our opportunities in the CRM?

• Opportunity Types Split (Bar Chart)

   

• Average Number of Contacts by Opportunity Type (Bar Chart)

   

• Open Opportunities in Stage over 6 Months old by Type (Bar Chart)

   

• Open Opportunities Created over 1 Year old by Type (Bar Chart)

   

Rows 4 & 5: What is our Opportunity Hygiene in the CRM?

Row 4

• Opportunities with Zero Amount (Headline)

   

• Opportunities Won in Zero Days (Headline)

   

• Open Pipeline Close Date in the Past (Headline)

   

• Opportunities with Missing Close Dates (Headline)

Row 5

• Closed Opportunities with No Meetings (Pie Chart)

   

• Closed Opportunities Trailing 15 Months (Pie Chart)

Row 6: Are Contacts being added to the CRM, and have Contact Roles been well adopted?

• Number of Opportunities (Headline)

   

• Opportunities with No Contacts (Headline)

   

• Opportunities Without Contact Roles (Headline)

   

• Opportunity With Contact Roles (Headline)

Rows 7: How are our opportunities broken out by Record Type and Currency?

• Opportunities by Record Type ID (Pie Chart)

   

• Opportunities by ISO Code (Pie Chart)

Row 8

• Open Opportunities Last Update Over 90 Days Ago (Headline)

   

• Date Entered Stage by Week (Bar Chart)

Rows 9 & 10: How is the Contact Hygiene in our CRM?

Row 9

• Number of Contacts (Headline)

   

• Contacts with No Recorded Touch (Headline)

   

• Contacts Over 3 years old (Headline)

   

• Contacts Under 1 year old (Headline)

Row 10

• Contacts Related to Multiple Accounts (Headline)

   

• Contacts Related to 5+ Accounts (Headline)

   

• Contacts Related to 5+ Open Opportunities (Headline)

   

• Contacts with No Email Address (Headline)

Rows 11 & 12: What is our Lead Hygiene, and are Leads put into the right status?

Row 11

• Number of Leads (Headline)

   

• Leads with No Recorded Touch (Headline)

   

• Leads Over 1 Year Old (Headline)

   

• Leads with No Email Address (Headline)

Row 12

• Lead Status Split (Pie Chart)

   

• Lead Source Split (Pie Chart)

Row 13: What is our CRM User Hygiene?

• Number of CRM Users (Headline)

   

• CRM User Active Ratio (Pie Chart)

   

• CRM Roles by Status (Bar Chart)

   

• CRM User by Platform Group (Bar Chart)

How did we build this dashboard template for you?

The CRM Hygiene Dashboard has been created for you out of the box using the configurations listed below. We love being able to provide this Dashboard out of the box and ready to use, but it's always good to know what data you're working with when you hit the ground running.

Dashboard Configuration

• Base Template - Generic Multi-content type

• Content-Type - N/A

• Filters - Hierarchy

Filters on Report Drills

Clicking on a card will produce an inspection report so you can drill down on a card's specific data. Each report comes with our recommended best practice filter sets (report columns) that can be customized to best fit your process. Read Interactive Filters to learn more!

If you run into any issues, please contact support.