Findings
12 diagnostic findings
Click any finding to drill into the underlying records.
F-01
F-01CriticalPipeline
87 open deals have had no activity in 30+ days
Median 54 days silent. Nine of these sit in Negotiation or Contract Sent, where silence usually means the deal is already lost.
Records
87
At risk
$3,900,300
F-02
F-02CriticalPipeline
142 open deals have no scheduled next step
42% of open pipeline by value. No task, no meeting, no sequence enrollment.
Records
142
At risk
$6,743,800
F-03
F-03CriticalRevenue Risk
34 renewals inside 90 days have no owner
Ownership was lost when two reps departed and their records were never reassigned.
Records
34
At risk
$1,793,900
F-04
F-04HighReporting
41 duplicate deals are inflating the forecast
Same company, same pipeline, both open. Board forecast is overstated by this amount.
Records
41
At risk
$2,417,100
F-05
F-05HighReporting
58% of closed-lost deals have no loss reason
Loss patterns cannot be diagnosed, so competitive and pricing objections stay invisible to product and marketing.
Records
574
F-06
F-06HighDemand
1,240 MQLs from the last two quarters were never worked
Zero sales touch within 30 days of qualification. Routing workflow 'Legacy MQL Router' has been inactive since the migration.
Records
1,240
At risk
$4,166,400
F-07
F-07HighData Quality
7,329 duplicate contact records
Overwhelmingly Salesforce migration artifacts: alias emails, plus-addressing and casing variants of the same person.
Records
7,329
F-08
F-08MediumData Quality
Country field contains 28 distinct values
Free-text entry produced variants like US / USA / U.S. / United States, which breaks territory reporting and routing.
Records
28
F-09
F-09MediumData Quality
42.0% of companies have no industry set
Vertical segmentation and ICP scoring are unreliable at this fill rate.
Records
5,166
F-10
F-10MediumAutomation
31 active workflows have enrolled nobody in 90 days
Plus 39 fully inactive workflows never archived. Sprawl makes it unsafe to change anything.
Records
31
F-11
F-11MediumDeliverability
4,071 hard-bounced contacts still sit in active lists
Continued sending against these addresses degrades domain reputation for every campaign.
Records
4,071
F-12
F-12MediumPipeline
47 open deals have close dates in the past
Every one of these silently distorts period-over-period forecast accuracy.
Records
47
At risk
$2,320,500