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This is a committed golden-fixture report with wholly synthetic data. It is not customer or anonymised production data.
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Website sample
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Sample audit report
Full report
Summary
Plan
18 left
Details
Your action plan
0 of 18 done
First three: about 10 hours left
Next up: Browsers may warn visitors that one of your web domains is not secure.
Everything
You can do these
Needs a specialist
Area
All areas
Data model and data quality (7)
Users, permissions and security (2)
Pipelines and process (5)
Automation (1)
Forms and segmentation (1)
Marketing assets (1)
CMS and website (1)
Start with these
Browsers may warn visitors that one of your web domains is not secure.
Domains without SSL enabled · Web/CMS · About 1 hour · You can do this
Pipeline reports include deals nobody has touched in six months.
Open deals stuck for over 180 days · Sales Manager · About 4 hours · You can do this
More people than necessary can change or delete anything in the portal.
High super admin count · IT/Security · About 5 hours · Needs a specialist
Automation
Active but stale workflows
RevOps · About 3 hours · You can do this
Pipelines and process
Invalid or ambiguous pipeline stage order
RevOps · About 1 hour · Needs a specialist
Long pipeline stage set
RevOps · About 3 hours · Needs a specialist
Pipeline stages unused in the deal sample
RevOps · About 2 hours · You can do this
Conditional required-stage properties need manual verification
RevOps · Needs a specialist
Data model and data quality
Stale records on core objects
RevOps · About 6 hours · You can do this
Records without an owner
RevOps · About 4 hours · You can do this
Contacts records have missing companies associations
RevOps · About 6 hours · You can do this
Contacts lack a primary company association in the sample
CRM Admin · About 4 hours · You can do this
Unused custom properties
CRM Admin · About 1 hour · You can do this
Referenced custom properties with little or no data
CRM Admin · About 1 hour · You can do this
Contacts property validation coverage requires business review
CRM Admin · You can do this
Forms and segmentation
Many marketing forms have no fields
Marketing Ops · About 1 hour · You can do this
Marketing assets
Campaign configuration ownership is incomplete
Marketing Ops · About 1 hour · You can do this
Users, permissions and security
Many users have no primary team
CRM Admin · About 1 hour · You can do this
