Overall CRM Data Grade

The overall CRM Data Grade is the percentage of records that do not have any data issues. If there are 100,000 records and the grade is 84% it means that 84,000 records do not have any data issues. It also means that 16%, the remaining 16,000, do have one or more issues. The same record is counted only once, even if it has more than one issue.

"Bad" Records by Type

This view shows a breakdown by record type of the number of records that have one or more data issues from any category. The same record is counted only once, even if it has more than one data issue. For example, in the table below 83 Contacts out of the total 788 Contacts have one or more issues, and it shows 11% red in the bar.

"Bad" Records by Category

This view shows a breakdown of the issues, grouped by category. Within a category, the same record is counted only once. However, when a record falls under more than one category, it's counted in each relevant category. For example, record ID 123456 might be counted in these categories: - Duplicate Data - Poorly Formatted Data - Incomplete Data

"Bad" Records by Issue

For additional details on each category and to see the exact data issues, click a category to expand the view. In this view, the count shows the number of records affected by that issue. If a record falls under more than one issue, it's counted in each relevant issue. However, on the category summary level the same record is counted only once.

Share your CRM Data Grade

Share the grade and report with your team and colleagues, to help them learn about issues that affect your sales and marketing efforts. Click the "Share" button on the top menu bar and enter email addresses. When you enter an email address, press Enter for it to become a bubble.