Ready Report | Contacts & Accounts
Contacts & Accounts Quality Control Report in Power BI
Take control of your CRM database. See how many contacts and accounts are missing key fields, who on your team is actively filling the database, and where the gaps are — before incomplete data ruins an analysis or a deal.
Capabilities
What the Contacts & Accounts Control Report Shows
A manager or CRM administrator shouldn't have to manually check each record every time they need to answer "where are the gaps in the database and who is filling the CRM." The report provides a structured overview of database quality — and shows what needs to be fixed first.
01
Total Contacts and Growth Dynamics
Total number of contacts in the CRM with growth display for the selected period and comparison with the previous equivalent time frame. The key indicator of team activity in filling the database.
02
Contact Data Quality: Gaps
How many contacts are missing a phone number, email, or account link — shown as a percentage of the total database. Allows you to quickly identify and fix gaps that reduce communication effectiveness and CRM analytics quality.
03
Account Data Quality: Required Fields
Number of accounts missing a tax ID, corporate website, or primary contact. Critical for correct management of legal entity records, registry integrations, and completeness of the client profile.
04
Manager Activity: Contacts by Owner
Table for each manager: how many contacts were added in the selected period, comparison with the previous equivalent period, absolute and percentage growth. See who is actively filling the database and who is falling behind.
05
Manager Activity: Accounts by Owner
Equivalent table for accounts: number of records added by each manager, dynamics relative to the previous period. Control over filling the corporate part of the database.
06
Detailed List with CRM Links
Complete list of contacts and accounts with key fields: job title, status, CRM language, responsible manager, and a direct link to the record in the system. Convenient for targeted auditing and quick gap resolution.
For Whom
Who Gets the Most Value from Contacts & Accounts
The report is for teams where maintaining CRM database quality and monitoring manager activity in filling it is important.
Commercial Director
Monitor the quality of CRM entries by each manager: who is actively adding records, who is falling behind, and where there are systemic data gaps. Without manually checking each record before a meeting or report.
CEO / Business Owner
The CRM database is the infrastructure of sales. You see how complete and structured it is, where risks exist due to missing key fields, and what dynamics the team shows in working with the database.
CRM Administrator / Operations
Your database quality control tool. See which fields are missing for each record, effectively prioritize tasks for cleaning and supplementing the CRM — without manually reviewing thousands of rows.
Integrations
What the Contacts & Accounts Dashboard Integrates With
The report is built on your CRM data and connects to additional reference books for a complete profile of contacts and accounts.
Microsoft Dynamics 365 Sales
Contacts, accounts, and their key fields: job title, CRM language, status, responsible manager. The primary source for all report metrics.
Reference Books and Classifiers
Reference books of contact statuses, account types, and countries for correct display of the database structure. We connect standard system classifiers or your own custom categories.
Excel and SharePoint
If some contact or account data is maintained in Excel — we connect directly. Ideal for supplementing CRM records with additional attributes or for reconciling with external registries.
Legal Entity Registries
For verifying tax ID accuracy and matching account names against public registry data. Connected as needed to improve the accuracy of the corporate part of the database.
All connections are configured in accordance with information security requirements. Access is separated: an account manager sees only their clients, the director sees the entire database.
Implementation Four Steps to a Working Dashboard — in 3–5 Days Your involvement is limited to two short meetings with our analyst. We handle the rest.
Day 1 CRM Connection We gain access to the CRM and verify the presence and completeness of key fields. Together we determine which fields are mandatory for your specifics and what constitutes a "data gap."
Days 2–3 Quality Metric Configuration We define the mandatory fields for contacts and accounts, configure filtering rules and gap display, and connect the parent account — subsidiary hierarchy.
Day 4 Launch in Power BI Service We deploy the report in the cloud, configure role-based access (managers see their portion of the database, directors see all) and the data refresh schedule.
Day 5 Team Training We conduct a 60-minute workshop for the commercial director and the team. We explain the metrics, filters, and how to work with the report. 30 days of support — included.
FAQ
Answers to Common Questions
What is considered a "data gap" in the report?
Can data be filtered by a specific manager or department?
What if the CRM is only partially filled in?
Can I view the details of a specific contact or account directly in the CRM?
What Power BI license is required?
Ready to Launch Contacts & Accounts Dashboard?
Take Control of Your CRM Database Quality
Within a week, your commercial director and CRM administrator will have a complete picture of the database status: where there are data gaps, who on the team is filling the CRM, and what needs to be fixed — without manually reviewing thousands of records.