CRM Quality Audit

Audit your CRM pipeline for data quality gaps, stage anomalies, and attribution blind spots, before they corrupt your forecasts.

This tool requires a login.

Who this is for

Revenue ops teams, sales leaders, and CMOs who need to trust their pipeline numbers, but can't. Agencies auditing CRM exports before delivering reports to clients. GTM leaders preparing for board reviews or QBRs who suspect the funnel metrics aren't telling the full story.

What this tool does

Parse any standard CRM export (Salesforce, HubSpot, Pipedrive, and others)
Auto-map column names to standard fields (channel, stage, amount, dates, outcome)
Score data completeness and confidence across 6 key pipeline dimensions
Detect stage progression anomalies: skipped stages, backward movement, stale deals
Aggregate channel attribution and flag unattributed or mislabeled volume
Compute Revenue Quality Score (RQS) and Revenue Distribution Index (RDI)
Surface prioritized warnings with an executive-ready summary

What you get

A structured audit report with a composite data quality score, channel breakdown, stage funnel analysis, confidence metrics per field, and ranked warnings that tell you exactly what's broken and why it matters. An executive summary you can paste directly into a slide or forward to leadership.

What it does NOT do

This tool does not fix your CRM, write data back, or connect to any external system. It reads your CSV export and returns an analysis, nothing more. No data is stored: your file never leaves the server session and is not written to disk. If you need ongoing pipeline monitoring or CRM integration, that's a different tool.