Our verdict on the proposal
Don’t sign yet. Only 13% of deals and invoices reconcile between the CRM and finance, and 823 paying customers have no account in the CRM. A forecast trained on this would learn from deals finance can’t see. Link customers and trace deals to invoices first, then re-test.
Truth Score™
Significant work needed
- Accuracy22% 88
- Completeness18% 97
- Governance18% 69
- Consistency16% 88
- Connectivity14% 44
- Lineagelimited signal12% 50
Weighted average 75. Capped at 59 because Connectivity, a critical pillar, scored 44: strong pillars can’t hide a weak foundation.
Leverability read · the AI in question
AI revenue forecasting
Blocked- Deals tied to invoices in finance13% reconcile
- One customer across CRM and finance46% reconcile
- Sales activity historyNot in exports
- Deal close dates97% valid
Red flags between your systems
- High
823 customers in finance with no account in the CRM. A further 2,978 CRM accounts have no finance record; some will be prospects.
CRM ↔ Finance
- High
Only 13% of deals and invoices reconcile: 4,964 deals and 21,964 invoices with no match on the other side. A traceability gap, not yet a revenue figure.
CRM ↔ Finance
- Medium
3,128 matched customers where the CRM and finance disagree on the city, and 421 where the country is written differently.
CRM ↔ Finance
- Medium
1,004 invalid, 845 duplicated and 870 disposable email addresses across 23,116 contacts.
CRM
- Medium
521 invoices and 280 deals carry invalid dates.
Finance · CRM
Fix first, in this order
- 1
Give every customer one ID across the CRM and finance
RevOps and finance · est. 2 to 3 weeks - 2
Trace deals to invoices, and agree which deal stages should produce one
Finance and sales ops · est. 1 to 2 weeks - 3
Clean contact emails, and standardise city and country, then re-test
Sales ops · est. 1 week
6Scope CRM accounts, contacts and deals; finance customers, invoices and subscriptions; HR employees: 72,837 records in 7 exports. Export-based: live configuration, permissions and access logs not reviewed. Lineage scored on limited signal: the exports carry creation dates but no source-system field. Effort estimates are review judgement, not engine output.
7 Checked by hand · Signed off by DataTruth Ref SAMPLE-01