CRM Data Quality Assessment(Free Download)
Professional 30-criterion CRM data quality framework for RevOps and Data teams: Completeness (10), Accuracy (10), and Freshness (10), with 0-5 scoring and automated 0-100 dashboards.
Template preview
Data quality scorecard
What's included
Overview and instructions, 0-5 scoring guide, 30-criteria table (10 per dimension), automated dimension and overall scoring dashboard, data quality classification, and recommendations / action plan section.
Automation rules
- Criterion score <=2 surfaces specific remediation guidance
- Dimension score <50 triggers dimension-level priority actions
Custom fields
Dashboards & views
- Completeness vs Accuracy vs Freshness
- Overall DQS
- Classification
- Recommendation list
Template specs
Updated 2026-04-09
No credit card · Free forever
Structured assessment to measure, score, and improve CRM data across three dimensions. Each of 30 criteria uses a 0-5 maturity scale with clear definitions; dimension scores normalize to 0-100, with an overall Data Quality Score (0-100) and classification bands from Critical to High-Quality. Includes optional notes per row, visual breakdown by dimension, formula references (normalized, equal-weight, and weighted overall), and auto-generated recommendations for completeness gaps, duplicates, standardization, and freshness SLAs. Built for Excel, Google Sheets, Notion, and PDF workflows.
The Problem This Solves
Teams cannot fix what they do not measure. Incomplete, inaccurate, and stale CRM data silently erodes routing, forecasting, and customer experience until revenue impact is visible.
Who It's For
RevOps, Sales Ops, Marketing Ops, CRM administrators, data stewards, and analytics teams responsible for CRM trust and governance.
Use Cases
- Baseline and track CRM data quality quarter over quarter
- Prioritize cleanup and tooling investments with a shared scorecard
- Align sales, marketing, and CS on required data standards
- Support audits, migrations, and integration health initiatives
How to Use This Template
- 1
Open the interactive assessment from the template page
- 2
Rate all 30 criteria using the 0-5 scoring guide and add optional evidence in notes
- 3
Review dimension scores (Completeness, Accuracy, Freshness) and overall Data Quality Score
- 4
Use automated recommendations to build a remediation backlog with owners
- 5
Export CSV for workshops; re-run on a fixed cadence to prove improvement
Inside the template: sample data
The exact rows that ship with the CRM Data Quality Assessment download — replace them with your own records after import.
| Section | Formula / Logic | Output |
|---|---|---|
| Completeness score | (SUM(Completeness scores)/(10*5))*100 | 0-100 |
| Accuracy score | (SUM(Accuracy scores)/(10*5))*100 | 0-100 |
| Freshness score | (SUM(Freshness scores)/(10*5))*100 | 0-100 |
| Overall (normalized) | (SUM(all 30 scores)/150)*100 | 0-100 |
| Overall (equal dimensions) | (Completeness+Accuracy+Freshness)/3 | 0-100 |
| Classification | 0-20 Critical, 21-40 Poor, 41-60 Moderate, 61-80 Good, 81-100 High-Quality | Tier label |
Frequently Asked Questions
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