Customer Data Health Assessment

The top of the Health Assessment shows an updated count of all records with identified data issues. This gives you a high-level snapshot of your data health is doing.

The Summary of Data Health Issues shows how many records with problem data were found for each issue category.

Records may be counted in more than one category. 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. In the example below, though it may look like there are hundreds of problem records, in reality, there are fewer than 100 records affected. 

Use the Grouping and Filtering options above the summary to explore the findings from different perspectives. 

Click a Grouping link in the Summary to open the complete breakdown of the different issue types in each category.

The category detail table shows:

1. The type of Records affected.

2. Issue classifications for Category, Use Case, Priority, and Audience.

3. Count shows the number of records that have the issue.

4. The Percentage of your total number of records of this type affected by the issue.

5. To see stats reflecting changes made to your CRM today, the Recalculate button temporarily updates the data. When you leave the Health Assessment page the report will revert to the previous night’s snapshot.

6. The Review button takes you directly to the correct module and template, allowing you to fix the issue.

You can also use the dropdown in the first heading bar to change the date and load the full Health Assessment for a different point in time. This can provide a deeper understanding of how your data health has changed over time or you can report on previous time periods. 

Found data issues are grouped into predefined categories:

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

Use the Grouping and Filtering options above the summary to explore the findings from different perspectives. These help you organize and improve your data maintenance tasks:

• Category - Categories describe the types of data issues. 
• Use Case - Sometimes specific data issues impact specific tasks and use cases within a company such as personalization, segmentation, lead scoring, or reporting. 
• Priority - Classify issue types as low, medium, or high priorities.
• Audience - Specify the department a type of issue impacts or the team responsible for managing them such as marketing, sales, finance, or revenue operations.

Insycle's built-in module templates appear under the issue categories, but the additional Use Case, Priority, and Audience criteria are not used. If you'd like to use these classifications to monitor your data issues, you can set them in your custom module templates. See the Adding and Removing Module Templates section for detail.

After you've reviewed the issue groupings you can select a specific issue to take action on.

Click the Review button at the right end of the row for the specific issue. Insycle will load the appropriate module and template for fixing the issue.

Use the Issues Over Time graph to track the growth of issues and measure improvements.

Each colored line represents an issue category's history for the last 12 weeks. The categories match the groupings listed in the Summary table.

The Health Assessment analyzes your data on a nightly basis, and you can turn back the clock to see data from a previous Health Assessment date. This can provide a deeper understanding of how your data health has changed over time or you can report on previous time periods.

Use the dropdown in the first heading bar to change the date and load the full Health Assessment for the selected date. (Note that the line graph does not change when a new date is selected.)

The Health Assessment reflects data from Insycle's overnight sync, it's not up-to-the-minute data. The date in the first heading bar indicates when it was captured.

If you're looking for reports reflecting changes made to your CRM today, click the Recalculate button to temporarily update the data. When you leave the Health Assessment page the reports will revert to the previous night’s snapshot.

To temporarily update all of the Health Assessment reports, click the Recalculate button in the first heading bar. Depending on the size of your database, this sync can take up to several hours. 

Or, to temporarily update today’s data for a single issue, use the Recalculate button at the right end of an issue row. This can be a faster option if you just want to refresh a specific issue.

You can save different combinations of groupings and filters as custom Health Assessment templates, providing specific dashboards for different data maintenance needs. Module templates with particular groups and filters can be included, so you can create targeted Health Assessments based on the audience. 

For instance, you could create a sales Health Assessment template, which includes data issues for use cases like sales operations, lead scoring, segmentation, or reporting. 

On the Template menu at the top of the page click (1) the + and give the new template an informative name, then click (2) the Save button.

Then, configure the Grouping and Filtering options to show only the issues relevant to this custom Health Assessment template.

Once everything looks the way you want, click the Save button again to preserve the settings.

In most of Insycle's modules, when you save a custom template it can be added to your Health Assessment. (The exceptions being Magical Import and Cleanse Data.) This gives you the ability to track issues that are unique to your organization.

For example, if you have been running into an integration-related data issue, you could create a new template to identify records with this issue and then add it to the Health Assessment so the issue is continually tracked. This works with any custom templates you or your team create. Learn how to add built-in Insycle templates in the Advanced How-Tos below.

To add a custom template to your Health Assessment, navigate to the module and load the template.

On the Template menu bar, click the settings button.

In the popup, set the Category to specify what issue category this template will appear under in the Health Assessment. You can also classify the template by Use Case, Priority, and Audience.

Click the Save button.

Click the shield button to include the template in your Health Assessment. When the button is green, the template has been added.

Navigate to the Health Assessment and click the Recalculate button to refresh the page with the newly added template. 

Removing Module Templates from the Health Assessment

Not all of the pre-defined templates in the Health Assessment will be relevant to your organization and you may want to pare things down to focus on the issues that matter to you. 

To remove an issue template from the assessment, on the Health Assessment page, find the template in the category table, and click the Remove button on the row.

Or, open the template in the respective module and click the shield button so it turns white.

To be able to add a built-in Insycle template to the Health Assessment you'll need to make your own copy of it.

Select the Template in the module.

Then click the Health Assessment shield button.

Insycle will automatically create a copy of the template for you to customize and include in the Assessment.

Now you can click the Health Assessment shield button again and it will become green.

To edit the template name to help find it easily in the Health Assessment, click the pencil icon. To edit the Health Assessment categories the template will appear with, click the cog.

Navigate to the Health Assessment and click the Recalculate button to refresh the page with the newly added template. 

The Health Assessment reflects data from Insycle's overnight sync, it's not up-to-the-minute data. The date in the first heading bar indicates when it was captured.

If you're looking for reports reflecting changes made to your CRM today, click the Recalculate button to temporarily update the data. When you leave the Health Assessment page the reports will revert to the previous night’s snapshot.

To temporarily update all of the Health Assessment reports, click the Recalculate button in the first heading bar.

Or, to temporarily update today’s data for a single issue, use the Recalculate button at the right end of an issue row.

Your Health Assessment runs on a nightly basis, giving you a daily snapshot of the data health of your CRM. The Assessment does not update automatically as soon as changes are made, they'll be reflected when it runs the following night.

Net Records Affected is the total number of records that contain issues. Each record may be counted in more than one category, so while some issue categories like Incomplete or Duplicate Data may show hundreds of issues, the net number may be significantly lower. 

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. In this case, one record would be included in three different categories.