How to find the gaps in your pipeline data
The Pipeline Crew shows which fields your pipeline reports depend on and where they are missing, so you know what the summary can and cannot say.
Pipeline Crew
When you need this
Pipeline reports keep surprising you, and you suspect missing owners, stages or activity dates are the reason.
How the crew does it
Read the records the summary uses
Pipeline Crew
Atlas checks open leads and deals for owner, stage, source, amount and last activity.
List what is missing
Pipeline Crew
It counts records missing each field and lists the ones that block a reliable summary.
Mark reply data as available or not
Pipeline Crew
If reply or activity data is not connected, the readout says so plainly instead of estimating.
Decide what to fix and who fixes it
You
You choose which gaps to close, and whether that means a CRM change, a connector, or a process rule.
What waits for you
Which gaps get fixed and any CRM field or record change that follows.
Connect
CRM, salesforce, Spreadsheet or CSV
Measured by
Records missing key fields, compared between one summary and the next.
Limits
The crew reports gaps. It does not fill in or edit records by itself.