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Find what is wrong with your data
The nine analyses and the audit report: what each one asks, what it will show you, and how to read the answer before you act on it.
How to
Step by step.
- Find a tool’s audit, analysis and plan in InsightsWhere did the Executive Read, the Data Audit, the Analysis and the Suggested Plan go, and how do I switch tools?
- Open the exact records behind a findingIt says 1,482 records are affected. Show me which ones.
- Read the Data Audit for a connected toolWhat is on the Data Audit page, and how is it different from the printable health report?
- Read the Executive Read for a connected toolThere is a tab called Executive Read full of cards. What is each one telling me, and can I put it in front of the board?
- Read the Suggested PlanMarqIQ has produced a quarter plan with grades and a six-month roadmap. What is each part, and can I trust it?
- Read your first analysisThe screen is full of numbers. Which ones matter, and what am I supposed to do next?
- Run an analysisHow do I run these, and how long does each take?
- Run an integration audit reportI need one printable health report on this CRM to send round.
- See what needs attention on HomeI have five minutes. What is the one place that tells me what to do across every tool?
- See what one field actually holdsWhat is really in this field — how full is it, what values, and who writes to it?
- Share an analysis with your leadership teamHow do I turn this into something I can put in front of my CEO?
- What should you fix first?Nine analyses found forty things. Where do I actually start on Monday?
Fix a problem
When it does not do what you expected.
Understand
What it means and how it is worked out.
- Can you trust the field you report channels from?When my report says 40% came from Paid Search, can I believe it?
- Does your lead score pick out the people who buy?Is our lead score worth anything, or is it just counting page views?
- How MarqIQ reads a very large databaseWe have millions of records. Did you read all of them, or guess?
- How many people can you actually email?I am paying for a hundred thousand records. How many can I reach?
- Is each field being used for what it is for?Which of my fields are quietly being misused, and by what?
- What your audit score meansI have a number out of 100. Is that bad?
- Was your forecast right, before each deal closed?Can I trust the pipeline number I present to the board?
- What is switched on and broken, or reaching nobody?How many of my automations are quietly doing nothing, or doing harm?
- Where do people drop off, and how long does each step take?Where are we losing people, and which step is slowest?
- Which email sends worked, and is the list under strain?Which emails actually performed, and is my list in trouble?
- Which form fills are real, and which are junk?How much of my inbound is real, and where is the junk coming from?