Reporting and data reconciliation · Completed workflow output
Renewal Directory & CRM Data Quality
A renewal directory that matches deals, contracts, and contacts, and labels uncertain matches for verification instead of guessing.
What this shows: I keep CRM data trustworthy by labeling uncertain records instead of filling them in.
Challenge
Renewal preparation needed reliable mapping between renewal deals, contracts, organization admins, and associated contacts.
My role
I generated the directory, defined the matching rules, and flagged uncertain records.
Approach
- Generated a Q1 2027 directory covering 50 deals.
- Matched contract and deal context using Contract Start Date.
- Reviewed organization-admin and associated-contact information.
- Flagged uncertain matches and missing fields for verification.
- Simplified the output for practical CSV and spreadsheet use, with explicit source and verification labels.
Tools
HubSpot, CSV, Google Sheets
Result
A structured operational directory where unresolved data-quality items stay visible rather than being silently filled in.
Limitations
- Records flagged for verification still need manual confirmation against the source systems.
Technical depth
- Each row carries a source and verification label, so downstream users can tell confirmed data from inferred data.