Salesforce Audit Framework
Comprehensive CRM Health Assessment
User Licenses6
Permissions & Security3
Installed Apps & Integrations5
API Usage Audit2
Data Sources2
Misc3
Objects74
Automation8
Reporting62
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User Licenses
Users
Profiles
Analyze new and current users to ensure each is properly configured with a profile and permissions appropriate to their role.
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What We Look For
Analyze new and current users to ensure each is properly configured with a profile and permissions appropriate to their role.
How to See This
Setup --> Users --> profiles
Findings
Users
Metric
How many users have not logged in over 30 days?
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What We Look For
How many users have not logged in over 30 days?
How to See This
Reports --> Users --> Sort by or filter by Last Login Date
Findings
Users
Metric
How many active users in the org?
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What We Look For
How many active users in the org?
How to See This
Reports --> Users --> Sort by or filter by "Active" field
Findings
Users
Metric
How many licenses are being used in the org?
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What We Look For
How many licenses are being used in the org?
How to See This
Setup --> Company Information --> User License Related List
Findings
Users
Metric
How many user licenses are available in the org?
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What We Look For
How many user licenses are available in the org?
How to See This
Setup --> Company Information --> User License Related List
Findings
Users
Metric
Remaining Licenses
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What We Look For
Remaining Licenses
How to See This
Setup --> Company Information --> User License Related List
Findings
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Permissions & Security
Users
Permissions
How many permission sets in the org?
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What We Look For
How many permission sets in the org?
How to See This
Setup --> Users --> Permission Sets
Findings
Users
Permissions
What permission sets are available? Notes on assignment of these permission sets
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What We Look For
What permission sets are available? Notes on assignment of these permission sets
How to See This
Setup --> Users --> Permission Sets
Findings
Users
Admins
SFDC Recommends: 1-30 Users < 1 Full-time Admin; 31-74 Users 1+ Full-time Admin; 75-149 Users 1 Senior + 1 Junior Admin; 150-499 Users 1 BA + 2-4 Admins
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What We Look For
SFDC Recommends: 1-30 Users < 1 Full-time Admin; 31-74 Users 1+ Full-time Admin; 75-149 Users 1 Senior + 1 Junior Admin; 150-499 Users 1 BA + 2-4 Admins
How to See This
Setup --> Users --> Roles
Findings
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Installed Apps & Integrations
Settings
Integrations
Determine what packages are installed and running in the org.
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What We Look For
Determine what packages are installed and running in the org.
How to See This
Setup --> Installed Packages
Findings
Settings
Integrations
Determine what apps are installed and running in the org.
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What We Look For
Determine what apps are installed and running in the org.
How to See This
Setup --> App Manager
Findings
Settings
Integrations
Examine how the installed apps and integrations interact with the org.
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What We Look For
Examine how the installed apps and integrations interact with the org.
How to See This
Consider googling unknown tools + looking at SFDC integration pages
Findings
Settings
Integrations
Are they using a data enrichment tool? (zoominfo / clearbit etc.)
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What We Look For
Are they using a data enrichment tool? (zoominfo / clearbit etc.)
How to See This
N/A
Findings
Settings
Integrations
Make sure that applications have the proper permissions assigned, and the appropriate users in charge.
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What We Look For
Make sure that applications have the proper permissions assigned, and the appropriate users in charge.
How to See This
N/A
Findings
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API Usage Audit
Settings
API
API requests Last 24 Hours
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What We Look For
API requests Last 24 Hours
How to See This
Setup --> Company Information --> Under organization details
Findings
Settings
API
Max API Requests per 24 hrs
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What We Look For
Max API Requests per 24 hrs
How to See This
Setup --> Company Information --> Under organization details
Findings
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Data Sources
Data
Sources
At a high level where is new data coming in from?
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What We Look For
At a high level where is new data coming in from?
How to See This
Review Packages & Apps
Findings
Settings
Sources
What type of records do your sources create? Are they leads? Contacts? Accounts?
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What We Look For
What type of records do your sources create? Are they leads? Contacts? Accounts?
How to See This
Best guess based on above info
Findings
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Misc
Settings
Architecture
What standard objects are being used in the org?
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What We Look For
What standard objects are being used in the org?
How to See This
Click through Objects
Findings
Settings
Architecture
How many custom objects are being used?
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What We Look For
How many custom objects are being used?
How to See This
Setup --> System Overview
Findings
Settings
Templates
Are they using email templates? High level describe use cases
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What We Look For
Are they using email templates? High level describe use cases
How to See This
Setup --> Classic Email Templates
Findings
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Objects
Settings
Architecture
What custom objects are created in the org? How are they being used?
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What We Look For
What custom objects are created in the org? How are they being used?
How to See This
Setup --> object manager --> review API names with __c
Findings
Settings
Architecture
Are there any custom objects with Master Detail Relationships?
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What We Look For
Are there any custom objects with Master Detail Relationships?
How to See This
N/A
Findings
Leads
Settings
What Lead Record Types?
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What We Look For
What Lead Record Types?
How to See This
Setup --> Object Manager --> Leads --> Record Types
Findings
Leads
Settings
Multiple page layouts?
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What We Look For
Multiple page layouts?
How to See This
Setup --> Object Manager --> Leads --> Page Layouts
Findings
Leads
Settings
Is Lead to contact conversion mapping done?
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What We Look For
Is Lead to contact conversion mapping done?
How to See This
Setup --> Object Manager --> Leads --> Fields & relationships --> Map Lead Fields
Findings
Leads
Settings
What related lists or components are they using on page layouts?
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What We Look For
What related lists or components are they using on page layouts?
How to See This
Find a Lead record and review details section
Findings
Leads
Activity
Are they tracking activity against these records? What types of Activity? Where does activity come from?
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What We Look For
Are they tracking activity against these records? What types of Activity? Where does activity come from?
How to See This
Reports --> Activities with Leads
Findings
Leads
Data Integrity
Are there Validation rules being used? How many? (0, 1-5, 5+) What are they used for?
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What We Look For
Are there Validation rules being used? How many? (0, 1-5, 5+) What are they used for?
How to See This
Setup --> Object Manager --> Leads --> validation rules
Findings
Leads
Data Integrity
Are there custom fields? Generally speaking, what are they used for?
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What We Look For
Are there custom fields? Generally speaking, what are they used for?
How to See This
Setup --> Object Manager --> Fields & relationships
Findings
Leads
Data Integrity
Is there a Lead Source Field? Is it standardized? How many records without a lead source?
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What We Look For
Is there a Lead Source Field? Is it standardized? How many records without a lead source?
How to See This
Reports --> Lead Report --> Summary by Lead Source
Findings
Leads
Data Integrity
Are they actively tracking lead status? Is there a lifecycle field or one that indicates MQL?
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What We Look For
Are they actively tracking lead status? Is there a lifecycle field or one that indicates MQL?
How to See This
Reports --> Lead Report --> Summary by Lead Status
Findings
Leads
Data Integrity
What are the top 5 Lead Statuses? Are they used consistently? Do they make sense?
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What We Look For
What are the top 5 Lead Statuses? Are they used consistently? Do they make sense?
How to See This
Reports --> Lead Report --> Summary by Lead Status
Findings
Leads
Data Integrity
Are they timestamping key fields like status, lifecycle, etc?
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What We Look For
Are they timestamping key fields like status, lifecycle, etc?
How to See This
Reports --> leads --> review field lists for possible timestamps
Findings
Leads
Metric
How many lead records are there?
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What We Look For
How many lead records are there?
How to See This
Reports --> leads --> Created Date = All Time
Findings
Leads
Metric
How many leads were created this year? (YTD)
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What We Look For
How many leads were created this year? (YTD)
How to See This
Reports --> leads --> Created Date = YTD
Findings
Leads
Metric
How many leads were created last Year?
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What We Look For
How many leads were created last Year?
How to See This
Reports --> leads --> Created Date = Last Year
Findings
Leads
Metric
How many leads are converted?
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What We Look For
How many leads are converted?
How to See This
Reports --> leads --> Converted = True
Findings
Leads
Metric
Conversion rate? (Converted Leads / Total Leads)
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What We Look For
Conversion rate? (Converted Leads / Total Leads)
How to See This
Calculated Total Converted Leads / Total Lead Records
Findings
Contacts
Settings
What Record Types?
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What We Look For
What Record Types?
How to See This
Setup --> Object Manager --> Contacts --> Record Types
Findings
Contacts
Settings
Multiple page layouts?
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What We Look For
Multiple page layouts?
How to See This
Setup --> Object Manager --> Contacts --> Page Layouts
Findings
Contacts
Data Integrity
Are there Validation rules being used? How many? What are they used for?
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What We Look For
Are there Validation rules being used? How many? What are they used for?
How to See This
Setup --> Object Manager --> Contacts --> validation rules
Findings
Contacts
Data Integrity
Are there custom fields? Generally speaking, what are they used for?
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What We Look For
Are there custom fields? Generally speaking, what are they used for?
How to See This
Setup --> Object Manager --> Fields & relationships
Findings
Contacts
Settings
What related lists or components are they using on page layouts?
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What We Look For
What related lists or components are they using on page layouts?
How to See This
Find a Contact record and review details section
Findings
Contacts
Activity
Are they tracking activity? What types? Where coming from?
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What We Look For
Are they tracking activity? What types? Where coming from?
How to See This
Reports --> Activities with Contacts
Findings
Contacts
Data Integrity
Is there a Contact Source Field? Is it Standardized?
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What We Look For
Is there a Contact Source Field? Is it Standardized?
How to See This
Reports --> Lead Report --> Review List of fields
Findings
Contacts
Data Integrity
Are they timestamping key fields like status, lifecycle, etc?
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What We Look For
Are they timestamping key fields like status, lifecycle, etc?
How to See This
Reports --> Contacts --> review field lists for timestamps
Findings
Contacts
Metric
How many total contact records are there?
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What We Look For
How many total contact records are there?
How to See This
Reports --> Contacts --> Created Date = All Time
Findings
Contacts
Metric
How many were created this year? (YTD)
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What We Look For
How many were created this year? (YTD)
How to See This
Reports --> Contacts --> Created Date = YTD
Findings
Contacts
Metric
How many were created last Year?
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What We Look For
How many were created last Year?
How to See This
Reports --> Contacts --> Created Date = Last Year
Findings
Contacts
Metric
How many contacts do not have an account?
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What We Look For
How many contacts do not have an account?
How to See This
N/A
Findings
Accounts
Settings
What Record Types?
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What We Look For
What Record Types?
How to See This
N/A
Findings
Accounts
Settings
Multiple page layouts?
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What We Look For
Multiple page layouts?
How to See This
N/A
Findings
Accounts
Settings
What related lists or components are they using on page layouts?
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What We Look For
What related lists or components are they using on page layouts?
How to See This
N/A
Findings
Accounts
Data Integrity
Are there Validation rules being used? How many? What are they used for?
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What We Look For
Are there Validation rules being used? How many? What are they used for?
How to See This
N/A
Findings
Accounts
Data Integrity
Are there custom fields? Generally speaking, what are they used for?
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What We Look For
Are there custom fields? Generally speaking, what are they used for?
How to See This
N/A
Findings
Accounts
Data Integrity
Are they timestamping key fields?
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What We Look For
Are they timestamping key fields?
How to See This
N/A
Findings
Accounts
Metric
How many total account records are there?
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What We Look For
How many total account records are there?
How to See This
N/A
Findings
Accounts
Metric
How many were created this year? (YTD)
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What We Look For
How many were created this year? (YTD)
How to See This
Reports --> Accounts --> Created Date = YTD
Findings
Accounts
Metric
How many were created last Year?
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What We Look For
How many were created last Year?
How to See This
Reports --> Accounts --> Created Date = Last Year
Findings
Accounts
Metric
How many accounts do not have any contacts?
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What We Look For
How many accounts do not have any contacts?
How to See This
N/A
Findings
Opportunities
Settings
What Record Types?
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What We Look For
What Record Types?
How to See This
N/A
Findings
Opportunities
Settings
Multiple page layouts?
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What We Look For
Multiple page layouts?
How to See This
N/A
Findings
Opportunities
Settings
What related lists or components are they using on page layouts?
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What We Look For
What related lists or components are they using on page layouts?
How to See This
N/A
Findings
Opportunities
Activity
Are they tracking activity? What types? Where coming from?
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What We Look For
Are they tracking activity? What types? Where coming from?
How to See This
N/A
Findings
Opportunities
Data Integrity
Are there Validation rules being used? How many? What are they used for?
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What We Look For
Are there Validation rules being used? How many? What are they used for?
How to See This
N/A
Findings
Opportunities
Data Integrity
Are there custom fields? Generally speaking, what are they used for?
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What We Look For
Are there custom fields? Generally speaking, what are they used for?
How to See This
N/A
Findings
Opportunities
Data Integrity
Is there a standardized Opportunity Naming Convention?
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What We Look For
Is there a standardized Opportunity Naming Convention?
How to See This
N/A
Findings
Opportunities
Data Integrity
Is there an Opportunity Source Field? Is it Standardized?
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What We Look For
Is there an Opportunity Source Field? Is it Standardized?
How to See This
N/A
Findings
Opportunities
Data Integrity
What Opportunity Types are they using?
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What We Look For
What Opportunity Types are they using?
How to See This
N/A
Findings
Opportunities
Data Integrity
Are they timestamping key fields like status, lifecycle, etc?
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What We Look For
Are they timestamping key fields like status, lifecycle, etc?
How to See This
N/A
Findings
Opportunities
Data Integrity
Is Closed Lost Reason Required when Closing an Opp?
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What We Look For
Is Closed Lost Reason Required when Closing an Opp?
How to See This
N/A
Findings
Opportunities
Metric
How many total Opportunity records are there?
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What We Look For
How many total Opportunity records are there?
How to See This
N/A
Findings
Opportunities
Metric
How many were created this year? (YTD)
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What We Look For
How many were created this year? (YTD)
How to See This
N/A
Findings
Opportunities
Metric
How many were created last Year?
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What We Look For
How many were created last Year?
How to See This
N/A
Findings
Opportunities
Metric
Are they using opportunity contact roles?
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What We Look For
Are they using opportunity contact roles?
How to See This
N/A
Findings
Opportunities
Metric
How many opps have a contact role?
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What We Look For
How many opps have a contact role?
How to See This
N/A
Findings
Opportunities
Metric
How many opps DO NOT have a contact role?
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What We Look For
How many opps DO NOT have a contact role?
How to See This
Total Opps - Opps with Contacts
Findings
Opportunities
Metric
Are they using opportunity products?
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What We Look For
Are they using opportunity products?
How to See This
N/A
Findings
Opportunities
Metric
How many opps have product(s)?
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What We Look For
How many opps have product(s)?
How to See This
N/A
Findings
Opportunities
Metric
How many opps without product(s)?
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What We Look For
How many opps without product(s)?
How to See This
Total Opps - Opps with Products
Findings
Campaigns
Usage
Are campaigns being used?
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What We Look For
Are campaigns being used?
How to See This
Reports --> Campaigns with Campaign Members
Findings
Campaigns
Process
Do campaigns appear to be created by external marketing automation?
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What We Look For
Do campaigns appear to be created by external marketing automation?
How to See This
Reports --> Campaigns with Campaign Members
Findings
Campaigns
Data Integrity
Is there a campaign naming convention?
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What We Look For
Is there a campaign naming convention?
How to See This
Reports --> Campaigns with Campaign Members
Findings
Campaigns
Metric
How many campaigns are there? (all time)
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What We Look For
How many campaigns are there? (all time)
How to See This
Reports --> Campaigns with Campaign Members
Findings
Campaigns
Metric
How many campaign members are there? (all time)
▼
What We Look For
How many campaign members are there? (all time)
How to See This
Reports --> Campaigns with Campaign Members
Findings
Campaigns
Metric
Members per campaign
▼
What We Look For
Members per campaign
How to See This
Campaign Members / Campaigns
Findings
Campaigns
Tracking
Are they tracking campaign member responses?
▼
What We Look For
Are they tracking campaign member responses?
How to See This
Reports --> Campaigns with Campaign Members
Findings
Campaigns
Tracking
What Campaign Types are there?
▼
What We Look For
What Campaign Types are there?
How to See This
Reports --> Campaigns --> Summarize by Campaign Type
Findings
Task
Settings
What Task types are there?
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What We Look For
What Task types are there?
How to See This
Setup --> Object Manager --> Task
Findings
Event
Settings
What Event types are there?
▼
What We Look For
What Event types are there?
How to See This
Setup --> Object Manager --> Event
Findings
Products
Settings
How many pricebooks?
▼
What We Look For
How many pricebooks?
How to See This
N/A
Findings
Products
Settings
How many products?
▼
What We Look For
How many products?
How to See This
Report --> Products
Findings
Products
Settings
Custom fields on Products?
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What We Look For
Custom fields on Products?
How to See This
N/A
Findings
Products
Settings
Are products correctly associated with pricebooks?
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What We Look For
Are products correctly associated with pricebooks?
How to See This
N/A
Findings
▼
Automation
Settings
Settings
Are there any Lead Assignment rules setup? Does logic seem appropriate?
▼
What We Look For
Are there any Lead Assignment rules setup? Does logic seem appropriate?
How to See This
Setup --> Lead Assignment Rules
Findings
Settings
Settings
Are there any Duplicate rules setup? Matching Rules? Does logic seem appropriate?
▼
What We Look For
Are there any Duplicate rules setup? Matching Rules? Does logic seem appropriate?
How to See This
N/A
Findings
Settings
Settings
Are there any APEX Triggers? How many? Which objects? What are they used for?
▼
What We Look For
Are there any APEX Triggers? How many? Which objects? What are they used for?
How to See This
N/A
Findings
Settings
Settings
Are there Process Builders being used? How many? Which objects? What are they used for? Any PBs updating opportunity statuses?
▼
What We Look For
Are there Process Builders being used? How many? Which objects? What are they used for? Any PBs updating opportunity statuses?
How to See This
N/A
Findings
Settings
Settings
Are there email alert workflows being used? How many? Which objects? What are they used for?
▼
What We Look For
Are there email alert workflows being used? How many? Which objects? What are they used for?
How to See This
N/A
Findings
Settings
Settings
Are there field update workflows being used? How many? Which objects? Any updating opportunity statuses?
▼
What We Look For
Are there field update workflows being used? How many? Which objects? Any updating opportunity statuses?
How to See This
N/A
Findings
Settings
Settings
Are there Outbound Message workflows being used? How many? Which objects?
▼
What We Look For
Are there Outbound Message workflows being used? How many? Which objects?
How to See This
N/A
Findings
Settings
Settings
Are there Flows being used? How many? Which objects? What are they used for? Any updating opportunity statuses?
▼
What We Look For
Are there Flows being used? How many? Which objects? What are they used for? Any updating opportunity statuses?
How to See This
N/A
Findings
▼
Reporting
Usage
Metric
How many reports are they using?
▼
What We Look For
How many reports are they using?
How to See This
N/A
Findings
Usage
Metric
How many reports have a last run date of YTD?
▼
What We Look For
How many reports have a last run date of YTD?
How to See This
N/A
Findings
Usage
Metric
How many reports have a last run date of last 3 months?
▼
What We Look For
How many reports have a last run date of last 3 months?
How to See This
N/A
Findings
Usage
Metric
How many reports should we consider removing? (Total - YTD)
▼
What We Look For
How many reports should we consider removing? (Total - YTD)
How to See This
N/A
Findings
Usage
Metric
Are they using dashboards? How many? (0, 1-5, 6-10, 10+)
▼
What We Look For
Are they using dashboards? How many? (0, 1-5, 6-10, 10+)
How to See This
N/A
Findings
Insights
Themes
What are common themes of dashboards / reports? (specify up to 5)
▼
What We Look For
What are common themes of dashboards / reports? (specify up to 5)
How to See This
N/A
Findings
Config
Report Types
What custom report types are enabled?
▼
What We Look For
What custom report types are enabled?
How to See This
N/A
Findings
Config
Report Types
Do they have a custom report type of Contacts with or without Accounts?
▼
What We Look For
Do they have a custom report type of Contacts with or without Accounts?
How to See This
N/A
Findings
Config
Report Types
Do they have custom report type for Accounts with or without Contacts?
▼
What We Look For
Do they have custom report type for Accounts with or without Contacts?
How to See This
N/A
Findings
Config
Report Types
Do they have custom report type for Accounts with or without Opportunities?
▼
What We Look For
Do they have custom report type for Accounts with or without Opportunities?
How to See This
N/A
Findings
Config
Report Types
Do they have custom report type for Opportunities with or without Contacts?
▼
What We Look For
Do they have custom report type for Opportunities with or without Contacts?
How to See This
N/A
Findings
Config
Report Types
Do they have custom report type for Users with or without Activities?
▼
What We Look For
Do they have custom report type for Users with or without Activities?
How to See This
N/A
Findings
Config
Report Types
Do they have custom report type for Accounts with Orders and Products?
▼
What We Look For
Do they have custom report type for Accounts with Orders and Products?
How to See This
N/A
Findings
Config
Organization
Are Reports organized into consistent folders?
▼
What We Look For
Are Reports organized into consistent folders?
How to See This
N/A
Findings
Config
Organization
Are Dashboards organized into consistent folders?
▼
What We Look For
Are Dashboards organized into consistent folders?
How to See This
N/A
Findings
Dashboards
Links
Please link the top 5-7 Dashboards used by the team
▼
What We Look For
Please link the top 5-7 Dashboards used by the team
How to See This
N/A
Findings
Suggested
Pipeline
Is there a report showing CW Opps by month?
▼
What We Look For
Is there a report showing CW Opps by month?
How to See This
N/A
Findings
Suggested
Pipeline
Is there a report showing Pipeline Deals by close date & Opp Stage?
▼
What We Look For
Is there a report showing Pipeline Deals by close date & Opp Stage?
How to See This
N/A
Findings
Suggested
Funnel
Is there a report showing a full funnel?
▼
What We Look For
Is there a report showing a full funnel?
How to See This
N/A
Findings
Suggested
Funnel
Is there a report showing MQL --> SAL --> SQL --> Opp?
▼
What We Look For
Is there a report showing MQL --> SAL --> SQL --> Opp?
How to See This
N/A
Findings
Suggested
Pipeline
Is there a report showing Inbound vs Outbound Efforts?
▼
What We Look For
Is there a report showing Inbound vs Outbound Efforts?
How to See This
N/A
Findings
Suggested
Pipeline
Is there a report showing Top 10 Pipeline Customers?
▼
What We Look For
Is there a report showing Top 10 Pipeline Customers?
How to See This
N/A
Findings
Suggested
Pipeline
Is there a report showing Top 10 Pipeline Prospects?
▼
What We Look For
Is there a report showing Top 10 Pipeline Prospects?
How to See This
N/A
Findings
Suggested
Pipeline
Is there a report showing Long Term Pipeline Trend?
▼
What We Look For
Is there a report showing Long Term Pipeline Trend?
How to See This
N/A
Findings
Suggested
Pipeline
Is there a report showing Open Opportunities by Created Date?
▼
What We Look For
Is there a report showing Open Opportunities by Created Date?
How to See This
N/A
Findings
Suggested
Pipeline
Is there a report showing Close Date Past Due?
▼
What We Look For
Is there a report showing Close Date Past Due?
How to See This
N/A
Findings
Suggested
Quality
Is there a report showing Pipeline Quality Metrics? (Days Open, Days in Stage, # of Extensions)
▼
What We Look For
Is there a report showing Pipeline Quality Metrics? (Days Open, Days in Stage, # of Extensions)
How to See This
N/A
Findings
Suggested
Conversion
Is there a report showing Opportunity Conversion Rates / Win Rates? (Bonus for by Rep)
▼
What We Look For
Is there a report showing Opportunity Conversion Rates / Win Rates? (Bonus for by Rep)
How to See This
N/A
Findings
Suggested
Segmentation
Is there a report showing Leads/Contacts/Opps by Company Size Segment?
▼
What We Look For
Is there a report showing Leads/Contacts/Opps by Company Size Segment?
How to See This
N/A
Findings
Suggested
Segmentation
Is there a report showing Leads/Contacts/Opps by Industry?
▼
What We Look For
Is there a report showing Leads/Contacts/Opps by Industry?
How to See This
N/A
Findings
Suggested
Pipeline
Is there a report showing Average Size of Closed Won Deals?
▼
What We Look For
Is there a report showing Average Size of Closed Won Deals?
How to See This
N/A
Findings
Suggested
Activity
Is there a report showing completed Activities per salesperson?
▼
What We Look For
Is there a report showing completed Activities per salesperson?
How to See This
N/A
Findings
Suggested
Activity
Is there a report showing open Tasks/Activities per salesperson?
▼
What We Look For
Is there a report showing open Tasks/Activities per salesperson?
How to See This
N/A
Findings
Suggested
Funnel
Is there a report showing Leaking Funnel Report?
▼
What We Look For
Is there a report showing Leaking Funnel Report?
How to See This
N/A
Findings
Suggested
Velocity
Is there a report showing Sales Velocity? (Bonus for by Rep)
▼
What We Look For
Is there a report showing Sales Velocity? (Bonus for by Rep)
How to See This
N/A
Findings
Suggested
Velocity
Is there a report showing velocity of each stage?
▼
What We Look For
Is there a report showing velocity of each stage?
How to See This
N/A
Findings
Suggested
Attainment
Is there a report showing Quota Attainment?
▼
What We Look For
Is there a report showing Quota Attainment?
How to See This
N/A
Findings
Suggested
Handoffs
Is there a report showing Marketing --> Sales Handoffs?
▼
What We Look For
Is there a report showing Marketing --> Sales Handoffs?
How to See This
N/A
Findings
Suggested
Funnel
Is there a report showing stuck leads?
▼
What We Look For
Is there a report showing stuck leads?
How to See This
N/A
Findings
Suggested
Attribution
Is there a report showing leads by source or marketing channel?
▼
What We Look For
Is there a report showing leads by source or marketing channel?
How to See This
N/A
Findings
Suggested
Attribution
Is there a report showing marketing revenue contribution?
▼
What We Look For
Is there a report showing marketing revenue contribution?
How to See This
N/A
Findings
Suggested
Status
Is there a report showing leads by status?
▼
What We Look For
Is there a report showing leads by status?
How to See This
N/A
Findings
Suggested
Status
Is there a report showing opps by stage?
▼
What We Look For
Is there a report showing opps by stage?
How to See This
N/A
Findings
Suggested
Status
Is there a report showing leads by status by rep?
▼
What We Look For
Is there a report showing leads by status by rep?
How to See This
N/A
Findings
Suggested
Status
Is there a report showing opps by stage by rep?
▼
What We Look For
Is there a report showing opps by stage by rep?
How to See This
N/A
Findings
Suggested
Leaderboard
Is there a Sales Rep Leaderboard?
▼
What We Look For
Is there a Sales Rep Leaderboard?
How to See This
N/A
Findings
Suggested
Loss Analysis
Is there a report showing Disqualification Reasons or Closed Lost Reasons?
▼
What We Look For
Is there a report showing Disqualification Reasons or Closed Lost Reasons?
How to See This
N/A
Findings
Suggested
Pipeline
Is there a report showing New Leads this month?
▼
What We Look For
Is there a report showing New Leads this month?
How to See This
N/A
Findings
Suggested
Pipeline
Is there a report showing Closed Business this month/quarter/year?
▼
What We Look For
Is there a report showing Closed Business this month/quarter/year?
How to See This
N/A
Findings
Suggested
Pipeline
Is there a report showing $$ in pipeline by stage?
▼
What We Look For
Is there a report showing $$ in pipeline by stage?
How to See This
N/A
Findings
Suggested
Forecasting
Is there a report showing forecasts / weighted pipeline? (Bonus for by rep)
▼
What We Look For
Is there a report showing forecasts / weighted pipeline? (Bonus for by rep)
How to See This
N/A
Findings
Suggested
Aging
Is there a lead aging report?
▼
What We Look For
Is there a lead aging report?
How to See This
N/A
Findings
Suggested
Aging
Is there an opportunity aging report?
▼
What We Look For
Is there an opportunity aging report?
How to See This
N/A
Findings
Suggested
Activity
Is there a report showing leads or opps without activity in over 96 hours?
▼
What We Look For
Is there a report showing leads or opps without activity in over 96 hours?
How to See This
N/A
Findings
Suggested
Activity
Is there a report showing sales rep activity by day?
▼
What We Look For
Is there a report showing sales rep activity by day?
How to See This
N/A
Findings
Suggested
Activity
Is there a report showing sales rep activity by activity type?
▼
What We Look For
Is there a report showing sales rep activity by activity type?
How to See This
N/A
Findings
Suggested
Activity
Is there a report showing sales pipeline activity by rep?
▼
What We Look For
Is there a report showing sales pipeline activity by rep?
How to See This
N/A
Findings
Suggested
Retention
Is there a report showing renewals?
▼
What We Look For
Is there a report showing renewals?
How to See This
N/A
Findings
Suggested
Retention
Is there a report showing upsells?
▼
What We Look For
Is there a report showing upsells?
How to See This
N/A
Findings
Suggested
Loss Analysis
Is there a report showing Closed Lost Opps by Closed Lost Reason?
▼
What We Look For
Is there a report showing Closed Lost Opps by Closed Lost Reason?
How to See This
N/A
Findings
Suggested
Loss Analysis
Is there a report showing DQ'ed Leads by DQ reasons?
▼
What We Look For
Is there a report showing DQ'ed Leads by DQ reasons?
How to See This
N/A
Findings
Suggested
Management
Is there a Dashboard managers can use for 1:1s with their Sales Reps?
▼
What We Look For
Is there a Dashboard managers can use for 1:1s with their Sales Reps?
How to See This
N/A
Findings
Score Summary
165
Total Audit Items
0
Items Scored
--
Average Score
0
Critical (Score 1)
