Poor data quality costs hours of lost productivity, negative customer experiences, and has a real impact on revenue.

The goal of the Health Assessment dashboard is to surface data quality issues that negatively impact your marketing, sales, and support efforts, and to guide you through the process of fixing them.

How It Works

Insycle makes surfacing and tracking issues in your CRM data simple.

Every night, Insycle automatically assesses the health of your database and identifies issues within your data. Whether it’s poorly formatted data like names in all capital letters, incomplete data like job titles for your contacts, or invalid data like US zip codes with less than 5 digits—the Customer Data Health Assessment will identify issues in your customer data and help you fix them.

Once your report is run, you can use Insycle to fix your data before it negatively impacts your marketing personalization efforts, list segmentation, email deliverability, and sales productivity.

Types of Data Issues and Groupings

For each CRM platform, Insycle's Health Assessment comes with pre-loaded templates that track common data issues in your CRM.

At the top of the Health Assessment page, you'll find an updated count of all records with identified data issues, based on these templates.

health assessment issue tracking

These issues are grouped into predefined categories:

  • Business Validation
  • Incomplete Data
  • Duplicate Data
  • Poorly Formatted Data
  • Low-Quality Data
  • Invalid Data
  • Inconsistent Data

It's important to note that the number of records listed here may include the same record multiple times. For instance, a record can have missing data in one field, poorly formatted data in another, and be part of a group of duplicate records that Insycle has identified. In this case, one record would be included in three different categories.

Additionally, Insycle also provides other categories for organizing your data issues — including use case, priority, and audience, which can be set on the individual template settings screen.

Template settings

On this screen, you can set the Health Assessment categories for each individual template.

use cases

 

This helps you to customize your Customer Data Health Assessment to your needs and organize your tracking in categories that make sense for your processes.

Once your Health Assessment categories are set, click the "Save" button.

Tracking Health Issues Over Time

Insycle makes it easy to track your data health issues over time, allowing you to monitor and report on improvements.

On the Health Assessment page is a graph that visualizes data issues by the different categories tracked in the Health Assessment.

graph over time issues

Additionally, you can always turn back the clock to see data from previous Health Assessment runs. Insycle's Health Assessment analyzes your data on a nightly basis. At the top of the Health Assessment page is a dropdown that allows you to select previous daily runs and view the data collected.

date customer data health assessment

 

Then, you can return to previous dates to get a deeper understanding of how your data health has changed over time or report on previous time periods.

Fixing Issues Identified By The Customer Data Health Assessment

At the bottom of the Health Assessment page, you'll find the complete breakdowns of all of the different issue types in each category.

In these sections, Insycle tells you:

  • The types of records affected
  • Other classifications
  • The total number of records that have issues.
  • The percentage of your total number of records in that object type affected by the issue.
  • A Review button takes you directly to the correct module and template, allowing you to fix the issue.

To fix a specific issue, click the Review Button, and Insycle will load the appropriate module and template for fixing the issue.

review-button.png

Adding Custom Templates to the Health Assessment

When you create custom templates in Insycle, they can be added to your Health Assessment, allowing you to track issues that are unique to your organization.

So for example, if you had a unique data issue as a result of an integration, you could create a template to identify records with this issue and then add it to the Health Assessment so that the issue is continually tracked.

To add a custom Template to your Health Assessment, navigate to the module page and load the template. On the Template menu, you'll find a button that you can toggle on and off to add the template to your Health Assessment.

add to customer data health assessment

When the button is toggled green, the template has been added to the Health Assessment.

Removing Templates From the Health Assessment

While Insycle's Health Assessment comes with many pre-defined templates for tracking common data issues, not all of them will be relevant to your organization.

If you do not wish for a specific data issue to be tracked, you can remove it from your Health Assessment by clicking the Remove button on the issue listing section.

review-button-2.png

 

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