How to audit data completeness and team performance

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How to audit data completeness and team performance

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Overview

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Steps

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Scenario 1: Find companies with no recent notes for performance audit

1. Open your companies or deals list.
2. Click Filters → + Add condition.
3. Notes → Created Date → is not within the last → **3 months OR Notes → ****Content **→ is empty
4. Sort by → Owner → A to Z
5. Add secondary sort: Last Meeting → Oldest first
6. Click Apply.

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Scenario 2: Audit incomplete next steps documentation

1. Create a new filter: Next Steps (custom text field) → is empty AND Last Meeting → is not empty (companies we’ve met with)
2. Sort by → Last Meeting → Newest first
3. Click Apply.

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Scenario 3: Identify orphaned records without owners

1. Filter for unassigned entities: Owner → is empty AND Last Contact → is within the last → 6 months (active records)
2. Sort by → Last Contact → Newest first
3. Click Apply.

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Expected Outcome

• Scenario 1: Companies lacking recent notes, organized by owner to identify team members needing coaching
• Scenario 2: Deals with recent meetings but missing next steps documentation, prioritized by meeting recency
• Scenario 3: Recently active companies without assigned owners, ready for team assignment

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Tips/Warnings

• Notes → Created Date filters by when notes were added, not modified—replies don’t count.
• Use is not within the last to find records OLDER than the specified timeframe.
• OR conditions with is empty help catch both stale data AND missing data.
• Create Saved Views for monthly data audits to track team improvement over time.
• Last Meeting vs. Last Contact—use Meeting for formal touchpoints, Contact for all engagement.
• Export these audit results to track data quality metrics in external dashboards.