Clean your room Dashboard (data integrity)
Aug 20, 2020 5:21 AM - edited Aug 20, 2020 5:24 AM
Hi Team, 👋
We recently migrated over from a different CRM - Shocked is the only way to describe how gross our data was. we spend days cleaning and sorting contacts, companies and deals.
To make sure we are never in this situation again - we created a User level dasboard called "Clean your room" - which the sales team are expected to review each month before their indavidual appraisals and clean up the state of their Company, Contats and Deal records.
I am looking for other suggested visulisations I could include which could help mitigate a huge data issue down the road? What visulations or dashboards have you implemented to keep your data in check?