Grades a Salesforce, HubSpot or Attio CRM on data hygiene from 0 to 100 and lists what to fix first.
- Walks 5 stations: duplicates, completeness, staleness, ownership and formatting
- Salesforce, HubSpot or Attio, read-only, on your machine
- Leaves a scorecard with a grade, a rank, badges and citations to fix
CRM HEALTH INSPECTION
Dept. of Revenue Operations
Form 42-B
Inspector #0042
84/100
▲ +12 since last visitRank: Neighborhood Bistro
6 pts to Michelin Kitchen
STATION BY STATION
- Dish Pit16/20
- Walk-in Freezer16/20
CITATIONS ISSUED
- No.001MAJOROpen deals past their close date61 of 610 (10.0%)Fix: Push or close them; they inflate the forecast.





