A focused service by Kate Khoury
CRM & Reporting Clarity Audit
Know why your reports disagree—and what to fix first.
A practical review for teams working around conflicting CRM numbers, unclear definitions or reports they hesitate to trust.
$750 pilot · One CRM · Up to three reports
Bring one reporting problem into focus
Conflicting numbers
Marketing, Sales and leadership see different answers to the same question.
Unclear definitions
Lifecycle stages, date windows or filters mean different things across reports.
A decision on hold
Your team needs an explanation and a practical sequence of fixes before investing in more dashboards.
What you receive
A scoped review
- Discovery focused on the decision you need to make
- Configuration and reporting review for one CRM and up to three agreed reports
- Review of relevant definitions, filters, record counts and report ownership
A useful handoff
- A findings document with evidence and clear priorities
- A reconciliation bridge where the available evidence supports one
- An action plan with proposed owners and acceptance checks
- A walkthrough of findings, recommended next steps and open questions
See the deliverable
From 1,200 reported leads to 960 explained contacts
The four-page sample traces a 240-record discrepancy through repeated activity rows, older contacts and test records. It shows the evidence, the recommended correction and how the team would verify it.
This is a fictional demonstration. All data, findings and evidence references are synthetic.
How the audit works
1. Agree the question
Identify the CRM, up to three reports, the decision affected and the evidence available. Confirm access, scope and timing before work begins.
2. Trace the differences
Review the selected configuration and reporting logic, compare definitions and document supported findings and unresolved questions.
3. Walk through the plan
Review the findings together and leave with a prioritized action plan, proposed owners and acceptance checks.
Scope: The $750 pilot covers the audit and walkthrough. Builds, migrations, data cleanup, additional systems and ongoing reporting are scoped separately. The delivery timeline is agreed before the engagement begins.
Start with the reports you need to trust
Send your CRM name, the reports you want reviewed and the question you need answered. We’ll confirm whether the pilot is a fit.
Visit the contact page for other ways to connect.
Help shape the next resource
Data Reconciliation & Trust Kit
I’m testing a small toolkit concept for RevOps and Marketing Operations practitioners: a source inventory, metric dictionary, discrepancy log and validation checklist, with a worked example.
Have you recently had two reports disagree? I’d value a 15-minute conversation about what happened and what would have helped. The toolkit is in validation and is not yet available for purchase.