Contact Management Analysis dashboard

The Contact Management Analysis dashboard is used to determine the quality of data for contact records within CLM. The dashboard enables the user to assess the current state of the data and determine the next steps to ensure that contact records are complete, current, and updated.

A contact record is considered complete when these fields are filled:
  • Full Name
  • Position
  • Email
  • Cellphone or phone number

These fields are verified by using an expression inside the reports and KPIs.

A contact is considered to have no engagement when a contact is not assigned to any activity or opportunity.

This dashboard can answer these questions:
  • How many active & inactive contacts do we have in the system?
  • How many accounts have / do not have any contacts?
  • How many contact records have incomplete details?
  • Do we have contacts that have no engagements?

Reports and KPIs

The dashboard contains these reports:
  • Accounts with Contacts
  • Contacts with Incomplete Details
  • Contacts Without Engagements
  • Contact Attribute Distribution
  • Contacts per Position
  • Top Positions with Opportunities
This dashboard also contains this KPIs:
  • Avg Contact per Account
  • No. of Active Contacts
  • No. of Inactive Contacts
  • Incomplete Contact Information
  • No Position Code
  • Contacts Without Engagements
  • Accounts with Contacts Pct
  • Contacts with Incomplete Details Pct
  • Contacts Without Engagements Pct

Values displayed in KPIs Avg Contact per Account, and Accounts with Contacts Pct show the number of contacts and accounts. Values displayed in KPIs No. of Active Contacts, No. of Inactive Contacts, Incomplete Contact Information, No Position Code, and Contacts Without Engagements show the number of contacts.

These KPIs use the Sum aggregation.

These KPIs use Create Date as date basis for analysis.

Filters

These required filters are available:
  • Account Name
  • Account Group
  • Contact Attribute Distribution by