> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.

# How to audit data completeness and team performance

> Workflow recipe: How to audit data completeness and team performance

<Note>**How-to** — task-oriented recipe.</Note>

***Workflow Guide 4: Data Maintenance***

## How to audit data completeness and team performance

\[Last Updated]
March 2025
\[Object Tags]
Data Audit, Team Performance, Notes Tracking, Data Completeness, Field
Validation

***

## Overview

Identify data gaps and track team activity by filtering on empty fields, note creation dates, and meeting cadence. This workflow (only in New Lists) uses "is empty" operators, date ranges, and custom field validation to maintain CRM data quality and assess team performance.

***

## Steps

### 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**.

### 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**.

### 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**.

***

## 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

***

## 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.

***