Report CRM health for a period with counts, trends, owners, and the next fixes.
Instructions your experts follow when using this skill.
Use this weekly or monthly, from dated exports compared with the last report.
Open with the export dates and row counts, then give each count against the last period:
Say which change matters most and which report it affects.
Break the counts down by object and by owner. Show where problems cluster and whether they are new or old. Keep the tone neutral; the aim is to fix the data, not to rank people.
List three to five fixes in order, each with the count it would clear, the report it helps, the owner who must approve it, and a suggested date. Note fixes from the last report that are still open.
Never guess a missing value to improve a count, and do not hide records to make a trend look better. Do not merge, delete, reassign, or edit CRM records yourself; the owners make each change.
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