CRM Data Quality Report

What is a CRM Data Quality Report? Customer relationship management (CRM) data quality reports are considered control and audit tools. They are often used by sales and marketing managers to ensure that data that is manually entered or uploaded to the CRM system is correct and consistent. Some of the key functionality in this type of control report is that it uses yellow colors to highlight fields with missing information. It is also a convenient way to find information that is wrong or incomplete. This type of report can be used for data such as leads, opportunities, contacts and accounts. The example below is showing Opportunity data and the report has many other fields than what is visible in the example. You find an example of this type of control report below.

Purpose of CRM Data Quality Reports Companies and organizations use CRM Data Quality Reports to help ensure that their sales and marketing teams populate CRM with as complete data as possible so that analysis, dashboards and reports are as correct as possible. When used as part of good business practices in a sales and marketing department, a company can improve its decision-making in areas such as campaign effectiveness and sales pipeline analysis as well as reduce the chances that poor data quality results in bad strategies and tactics.

Who Uses This Type of Control report? The typical users of this type of control report are: Sales and marketing managers, CRM administrators. Other Control reports Often Used in Conjunction with CRM Data Quality Reports Progressive sales and marketing Departments sometimes use several different CRM Data Quality Reports, along with data quality reports for leads, accounts and contacts, pipeline reports, campaign reports, opportunity reports and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from CRM systems and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce, Hubspot and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

This Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the CRM Data Quality Report in Solver? The CRM Data Quality Report is a pre-built xFP&A report template in Solver that delivers key financial and operational metrics in a single, easy-to-use interface, eliminating the need for manual data work or custom report development.

Who uses this Solver report template? CFOs, FP&A managers, and controllers use this report template to support month-end close, variance analysis, and management reporting. It is designed to be self-service and require no custom development.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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