Overview

The Data Quality Monitor gives real-time visibility into the quality of your CRM data — which accurate forecasts, regional reporting and ML predictions all depend on. It scores your data, lists the issues dragging it down with recommendations, flags early warnings, and breaks quality down by field and by rep.

Getting there

Select the Data Quality Score panel or the Data Quality Monitorcard on the Settings hub, or go to /revenue-intelligence/settings/data-quality. While the page loads you’ll see “Preparing metrics”.

Overall Data Quality Score

At the top, an overall score (for example 83%) is rated Excellent, Good, Fair, Poor or Critical, and based on your active opportunities (for example “Based on 139 active opportunities”). Select Refresh to recalculate.

Overview tab

Field Completeness — the percentage of opportunities with Close Date, Amount, Stage, Probability, Account and Forecast Category filled in.
Top Recommendations — each with the Issue, a Recommendation, the Impact and a priority.
Quality Trends — your score by month, labelled Improving, Declining or Stable.

Geography and currency recommendations

Two recommendations relate to regional and multi-currency reporting:

Account Geography — accounts with no recognised country. Set a billing country on them so they count toward a market; otherwise they show as Unassigned in regional reporting.
Currency — open opportunities in a currency with no exchange rate to your reporting currency. Those deals are left out of converted totals until you add rates in Reporting Currency & Exchange Rates.

Issues tab

The tab label shows how many issues were found, for example Issues (3). Each issue card gives a title, a short explanation, the share of records affected and a count — for example No Contacts Associated or No Recent Activity (30+ days). When nothing is wrong you’ll see “No data quality issues found!”.

Early Warnings tab

Opportunities whose data gaps put them at risk. A summary shows Opportunities Checked, Issues Found, Revenue at Risk and the Most Common Issue; each card lists the deal’s Priority and Missing Fields, with View Details to open the opportunity. If there are none you’ll see “No early warnings”.

By Sales Rep tab

Data Quality by Sales Rep lists each Sales Rep with their Avg Quality Score, Opportunities and Pipeline Value, so clean-up can be targeted.

Improving your score

Start with Top Recommendations on the Overview tab.
Open the Issues and Early Warnings tabs for the specific records.
Use By Sales Rep to see who needs to clean up which records.
Fix the underlying CRM records (close dates, amounts, contacts, activity, account countries) and add any missing exchange rates.
Select Refresh and watch the score and completeness improve.

Troubleshooting

“Data quality metrics unavailable”: CRM quality checks couldn’t run right now. Refresh the page, or carry on using the rest of Revenue Intelligence and try again later.
Score is Declining: check recent months in Quality Trends and clear the newest issues first.
A field shows below 100%: open the affected opportunities and fill the missing field — incomplete Close Date or Amount hurts forecasts most.
Accounts show as Unassigned in regional reports: follow the Account Geography recommendation and set a billing country.
Numbers haven’t updated: select Refresh after editing records.

Data Quality Monitor: CRM Health for Forecasts & ML