Sample company. This report was made from made-up data with deliberately seeded breaks. No real person or company is in it.
The scan found 117 missed leads and hand-offs, 22 data mismatches, 8 expansion signals and 6 accounts at churn risk.
Largest finding: New leads nobody followed up within the response SLA, 29 records.
Navceed Break scan
153 leads, hand-offs and signals fell through the cracks
2,818 rows from 10 files; 8 of 8 checks ran.
- form_submissions.csv → Form submissions (matched 8 of 8 expected columns) · 363 rows
- hubspot_contacts.csv → HubSpot contacts (matched 9 of 9 expected columns) · 494 rows
- product_usage.csv → Product usage (matched 4 of 4 expected columns) · 210 rows
- sequence_enrollments.csv → Sequence enrollments (matched 9 of 9 expected columns) · 137 rows
- sf_accounts.csv → Salesforce accounts (matched 8 of 8 expected columns) · 130 rows
- sf_contacts.csv → Salesforce contacts (matched 8 of 9 expected columns) · 179 rows
- sf_leads.csv → Salesforce leads (matched 12 of 12 expected columns) · 436 rows
- sf_opportunities.csv → Salesforce opportunities (matched 10 of 10 expected columns) · 131 rows
- sf_tasks.csv → Salesforce tasks and activities (matched 7 of 7 expected columns) · 725 rows
- sf_users.csv → Salesforce users (matched 5 of 5 expected columns) · 13 rows
Missed leads and hand-offs
117 records
est. $34,425
leads and hand-offs that were not picked up, routed or followed up
Data mismatches
22 records
est. $1,275
records where two systems disagree
Expansion signals
8 records
est. $14,400
accounts whose usage grew with no open opportunity
Churn risk
6 records
est. $152,400
accounts whose usage fell ahead of a renewal with no recent contact
Data as of 2026-10-01 12:00 UTC. Dollar figures are estimates, not measurements: the formula and assumptions are shown with each finding. Within a category a record is counted once even if several checks flag it, at its highest single estimate. Categories are never added together: they measure different things. This scan only read exports; nothing was changed anywhere.
What broke, ranked by estimated cost
1. Customers losing usage before renewal with no one reaching out
est. $152,400- Likely cause
- Customer success has no view of falling usage next to the renewal date, so at-risk accounts reach renewal untouched and the first conversation is the cancellation.
- Suggested fix
- Alert the account owner when usage drops 40%+ and the renewal is within 90 days, and start a save plan now for the accounts below (executive check-in, usage review, training).
Examples
0018d0000000029AAADelta Health Inc: usage -69%, renews 2026-11-16, no activity in 30d, ARR $172,5000018d0000000035AAAJade Health Inc: usage -58%, renews 2026-12-19, no activity in 30d, ARR $101,5000018d0000000037AAALumen Health Inc: usage -69%, renews 2026-11-02, no activity in 30d, ARR $95,0000018d0000000038AAAMaple Health Inc: usage -48%, renews 2026-11-27, no activity in 30d, ARR $55,5000018d0000000026AAABlue Health Inc: usage -69%, renews 2026-11-26, no activity in 30d, ARR $44,0000018d0000000012AAALumen Logistics Inc: usage -70%, renews 2026-12-17, no activity in 30d, ARR $39,500
How this estimate is calculated
- Cost per account = account ARR (or $24,000 default renewal value when ARR is missing) x churn-risk rate 30% (our assumption)
- Estimated cost = sum over 6 accounts = $152,400 (estimate)
- Rule: latest month vs previous month down 40%+, renewal within 90 days, no activity logged in 30 days
2. Customers ramping up usage with no open opportunity
est. $14,400- Likely cause
- Nothing connects product usage to the sales team: no alert or task fires when an account's usage jumps, so expansion interest goes unnoticed until the customer asks or buys elsewhere.
- Suggested fix
- Route 'usage up 50%+ and no open opportunity' to the account owner as a task with the usage numbers, and review these accounts for seat or plan expansion this week.
Examples
0018d0000000018AAARapid Logistics Inc: usage +77% (3309 -> 5850), no open opportunity0018d0000000023AAAWest Logistics Inc: usage +91% (5150 -> 9826), no open opportunity0018d0000000025AAAAtlas Logistics Inc: usage +109% (1536 -> 3206), no open opportunity0018d0000000049AAAZen Health Inc: usage +129% (4646 -> 10640), no open opportunity0018d0000000056AAAFirst Labs Inc: usage +65% (3593 -> 5912), no open opportunity0018d0000000060AAAJade Labs Inc: usage +71% (5900 -> 10088), no open opportunity0018d0000000063AAAMaple Labs Inc: usage +126% (4410 -> 9985), no open opportunity0018d0000000070AAATrue Labs Inc: usage +137% (3111 -> 7361), no open opportunity
How this estimate is calculated
- Average expansion value $12,000 x expansion conversion rate 15% = $1,800 per account (our assumptions)
- Estimated cost = 8 accounts x $1,800 = $14,400 (estimate)
- Rule: latest month vs previous month up 50%+, previous month at least 10 to ignore tiny baselines, no open opportunity on the account
3. New leads nobody followed up within the response SLA
est. $8,700- Likely cause
- The owner never saw the lead: no notification or task was created on assignment, the owner is overloaded or on leave, or sales work happens outside the CRM so no activity is logged.
- Suggested fix
- Create a task and alert on assignment, escalate to the manager when nothing is logged within the SLA, and reassign the leads below now. If reps work outside the CRM, sync those touches in.
Examples (showing 10 of 29; download the CSV for all of them)
0038d0000000176AAAgia.jansen@quartzlogisticsinc.com (contact, owner Morgan Alvarez): no activity in 7d0038d0000000177AAAchloe.xu@echohealthinc.com (contact, owner Devon Hart): no activity in 16d0038d0000000178AAAben.tanaka@maplelogisticsinc.com (contact, owner Jordan Patel): no activity in 8d0038d0000000179AAAwes.reyes@deltalabsinc.com (contact, owner Jamie Rossi): no activity in 14d00Q8d0000000065AAAnora.petrov@bluecapitalinc.com (lead, owner Sam Okafor): no activity in 3d00Q8d0000000081AAAfatima.grant@primeworksinc.com (lead, owner Taylor Nguyen): no activity in 8d00Q8d0000000091AAAvera.hayes@clearsecurityinc.com (lead, owner Jordan Patel): first activity 75h after creation00Q8d0000000099AAAjon.xu@atlascapitalinc.com (lead, owner Taylor Nguyen): no activity in 19d00Q8d0000000107AAAfinn.zhou@deltacapitalco.com (lead, owner Taylor Nguyen): no activity in 17d00Q8d0000000111AAAyusuf.novak@northpartnersinc.com (lead, owner Casey Lindqvist): no activity in 26d
How this estimate is calculated
- Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
- Share of that value lost because of this break = 40% (our assumption)
- Estimated cost = 29 records x $750 x 40% = $8,700 (estimate)
4. Form submissions that never reached the CRM
est. $8,400- Likely cause
- The form-to-CRM sync dropped these people: a failed or paused integration, a validation rule or duplicate rule rejecting the insert, a required field the form does not collect, or a lead-routing rule that discards it. Marketing sees a conversion; sales never sees a lead.
- Suggested fix
- Open the integration's sync error log for these emails, fix the rejecting rule or missing field, re-sync these submissions, and alert on 'form submitted, no CRM record after 1 hour'.
Examples (showing 10 of 14; download the CSV for all of them)
FS-00053umar.jansen@lumenmaterialsinc.com via 'Demo Request' on 2026-09-22: CRM record only 72h laterFS-00054bruno.grant@blueroboticsco.com via 'Ebook Download' on 2026-09-15: no CRM recordFS-00060tom.tanaka@echoworksinc.com via 'Webinar Registration' on 2026-08-25: CRM record only 78h laterFS-00071finn.jansen@solidlearninginc.com via 'Pricing Inquiry' on 2026-09-07: no CRM recordFS-00148greg.tanaka@northcapitalco.com via 'Pricing Inquiry' on 2026-08-27: CRM record only 74h laterFS-00169ben.jansen@clearlogisticsco.com via 'Pricing Inquiry' on 2026-08-29: no CRM recordFS-00177lena.gupta@jadepartnersinc.com via 'Contact Sales' on 2026-09-03: no CRM recordFS-00187nora.petrov@solidroboticsinc.com via 'Pricing Inquiry' on 2026-08-29: CRM record only 77h laterFS-00229ana.gupta@westfoodsinc.com via 'Contact Sales' on 2026-09-19: no CRM recordFS-00286chloe.castillo@deltanetworksinc.com via 'Webinar Registration' on 2026-09-12: no CRM record
How this estimate is calculated
- Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
- Share of that value lost because of this break = 80% (our assumption)
- Estimated cost = 14 records x $750 x 80% = $8,400 (estimate)
5. Leads sitting in a queue or fallback owner
est. $6,375- Likely cause
- Routing assigned these to a default/queue/integration owner and nothing moved them on: an unmatched territory or round-robin rule, or an integration user used as the catch-all.
- Suggested fix
- Fix the rule that falls through to the default owner, reassign these now, and alert when any lead sits on a queue longer than a few hours.
Examples (showing 10 of 17; download the CSV for all of them)
00Q8d0000000082AAAhugo.petrov@lumenpartnersinc.com: owned by 'HubSpot Integration User', 37d old00Q8d0000000090AAAana.evans@clearcapitalco.com: owned by 'HubSpot Integration User', 40d old00Q8d0000000094AAAquentin.yamada@bluelogisticsco.com: owned by 'Lead Routing Queue', 9d old00Q8d0000000122AAAwes.ito@firstlabsco.com: owned by 'Lead Routing Queue', 23d old00Q8d0000000133AAAhugo.kowalski@bluesystemsco.com: owned by 'HubSpot Integration User', 38d old00Q8d0000000137AAAemi.novak@primeenergyinc.com: owned by 'Lead Routing Queue', 20d old00Q8d0000000139AAAtara.kowalski@jadecloudinc.com: owned by 'Lead Routing Queue', 13d old00Q8d0000000143AAAbruno.frost@clearlogisticsco.com: owned by 'HubSpot Integration User', 39d old00Q8d0000000168AAAsven.tanaka@maplemediainc.com: owned by 'Lead Routing Queue', 25d old00Q8d0000000196AAAtom.fontaine@quartznetworksinc.com: owned by 'Lead Routing Queue', 3d old
How this estimate is calculated
- Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
- Share of that value lost because of this break = 50% (our assumption)
- Estimated cost = 17 records x $750 x 50% = $6,375 (estimate)
6. Leads owned by deactivated users
est. $3,600- Likely cause
- The rep left or was deactivated and their open leads were never reassigned.
- Suggested fix
- Reassign these leads, and add reassignment of open leads to the offboarding checklist or an automation on user deactivation.
Examples
00Q8d0000000051AAAines.weber@hypermediainc.com: owner 'Marcus Doyle' is deactivated, 31d old00Q8d0000000128AAAlena.eriksen@blueworksinc.com: owner 'Marcus Doyle' is deactivated, 30d old00Q8d0000000155AAArosa.weber@ultradynamicsinc.com: owner 'Marcus Doyle' is deactivated, 18d old00Q8d0000000188AAArosa.fontaine@atlascapitalco.com: owner 'Marcus Doyle' is deactivated, 3d old00Q8d0000000223AAAlena.moreau@ionlogisticsco.com: owner 'Marcus Doyle' is deactivated, 35d old00Q8d0000000249AAAquentin.brandt@greencapitalinc.com: owner 'Marcus Doyle' is deactivated, 5d old00Q8d0000000251AAAgia.gupta@kineticcapitalco.com: owner 'Marcus Doyle' is deactivated, 31d old00Q8d0000000279AAAcarla.grant@kineticroboticsinc.com: owner 'Marcus Doyle' is deactivated, 9d old
How this estimate is calculated
- Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
- Share of that value lost because of this break = 60% (our assumption)
- Estimated cost = 8 records x $750 x 60% = $3,600 (estimate)
7. Leads with no owner after 24h
est. $3,150- Likely cause
- Assignment rules did not fire (no matching rule, rule inactive, or the record was created by an integration that bypasses assignment).
- Suggested fix
- Add a catch-all assignment rule, reassign these leads, and alert on unowned leads older than 1 hour.
Examples
00Q8d0000000181AAApriya.larsen@atlasroboticsco.com: no owner, created 24d ago00Q8d0000000192AAAhugo.jansen@brightenergyinc.com: no owner, created 28d ago00Q8d0000000212AAAfatima.quinn@ultrasystemsco.com: no owner, created 12d ago00Q8d0000000255AAAbruno.grant@quartzroboticsinc.com: no owner, created 23d ago00Q8d0000000258AAAwes.novak@firstcapitalco.com: no owner, created 26d ago00Q8d0000000291AAAumar.ortega@echoanalyticsco.com: no owner, created 34d ago00Q8d0000000337AAArosa.haas@brightworksinc.com: no owner, created 28d ago
How this estimate is calculated
- Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
- Share of that value lost because of this break = 60% (our assumption)
- Estimated cost = 7 records x $750 x 60% = $3,150 (estimate)
8. Same person owned by different reps
est. $1,575- Likely cause
- Duplicate records for one person were created by different sources (form, import, rep) and routed independently, so two reps may contact the same buyer, or each assumes the other has it.
- Suggested fix
- Merge the duplicates (or convert the lead onto the existing contact), keep the owner of the account relationship, and turn on duplicate rules at creation.
Examples (showing 10 of 14; download the CSV for all of them)
dmitri.tanaka@clearcloudinc.comlead 00Q8d0000000435AAA -> Jamie Rossi; lead 00Q8d0000000436AAA -> Morgan Alvarezemi.castillo@jademobilityinc.comlead 00Q8d0000000441AAA -> Casey Lindqvist; lead 00Q8d0000000442AAA -> Devon Hartfatima.cohen@solidlabsinc.comcontact 0038d0000000138AAA -> Jordan Patel; lead 00Q8d0000000429AAA -> Taylor Nguyenines.gupta@blueworksinc.comlead 00Q8d0000000439AAA -> Sam Okafor; lead 00Q8d0000000440AAA -> Jordan Patelivan.moreau@truehealthinc.comcontact 0038d0000000089AAA -> Sam Okafor; lead 00Q8d0000000425AAA -> Casey Lindqvistjulia.yamada@hyperhealthinc.comcontact 0038d0000000065AAA -> Quinn Abara; lead 00Q8d0000000428AAA -> Riley Brooksnora.weber@bluesoftwareinc.comlead 00Q8d0000000433AAA -> Devon Hart; lead 00Q8d0000000434AAA -> Sam Okaforpaula.adler@kinetichealthinc.comcontact 0038d0000000072AAA -> Riley Brooks; lead 00Q8d0000000432AAA -> Taylor Nguyenpriya.frost@firstroboticsco.comlead 00Q8d0000000437AAA -> Riley Brooks; lead 00Q8d0000000438AAA -> Jamie Rossisven.abbott@greenhealthinc.comcontact 0038d0000000064AAA -> Quinn Abara; lead 00Q8d0000000430AAA -> Morgan Alvarez
How this estimate is calculated
- Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
- Share of that value lost because of this break = 15% (our assumption)
- Estimated cost = 14 records x $750 x 15% = $1,575 (estimate)
9. Sequence still pointed at a converted lead
est. $1,050- Likely cause
- The lead was converted to a contact but the enrollment stayed on the old lead id, so activity and replies land on a dead lead record, not the contact or opportunity.
- Suggested fix
- Re-point these enrollments to the new contact and enable 'update enrollment on lead conversion'.
Examples
ENR-00121tom.cohen@openroboticsinc.com in 'Webinar Nurture' (Active): lead 00Q8d0000000044AAA was converted; enrollment still points at the leadENR-00122hana.weber@hyperlearninginc.com in 'Webinar Nurture' (Active): lead 00Q8d0000000041AAA was converted; enrollment still points at the leadENR-00123zoe.ito@northsecurityinc.com in 'Webinar Nurture' (Active): lead 00Q8d0000000030AAA was converted; enrollment still points at the leadENR-00124hugo.castillo@firstsystemsco.com in 'Outbound Cold 5-step' (Active): lead 00Q8d0000000023AAA was converted; enrollment still points at the leadENR-00125dmitri.frost@atlasanalyticsco.com in 'Webinar Nurture' (Active): lead 00Q8d0000000036AAA was converted; enrollment still points at the leadENR-00126umar.doyle@vividworksinc.com in 'Webinar Nurture' (Active): lead 00Q8d0000000017AAA was converted; enrollment still points at the leadENR-00127gia.evans@bluemediainc.com in 'Inbound Demo Follow-up' (Active): lead 00Q8d0000000049AAA was converted; enrollment still points at the lead
How this estimate is calculated
- Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
- Share of that value lost because of this break = 20% (our assumption)
- Estimated cost = 7 records x $750 x 20% = $1,050 (estimate)
10. Lifecycle stage in HubSpot does not match lead status in Salesforce
est. $900- Likely cause
- The two picklists drifted apart: a stage was added or renamed in one system only, or the sync field mapping is missing, so records stall, are routed on the wrong stage, or marketing keeps nurturing people sales already works.
- Suggested fix
- Agree one stage vocabulary, add the missing values to the other system, and fix the sync mapping. Review the value pairs below first; a few values usually explain most records.
Value pairs involved
| HubSpot | Salesforce | Problem | Records |
|---|---|---|---|
| Customer | New | the two systems disagree on where this person is | 5 |
| Evaluating Partner | Nurturing | this HubSpot stage has no matching Salesforce status | 2 |
| Marketing Qualified Lead | Recycled - Q3 | this Salesforce status has no matching HubSpot stage | 2 |
| Sales Qualified Lead | Recycled - Q3 | this Salesforce status has no matching HubSpot stage | 1 |
| Evaluating Partner | New | this HubSpot stage has no matching Salesforce status | 1 |
| Evaluating Partner | Qualified | this HubSpot stage has no matching Salesforce status | 1 |
Examples (showing 10 of 12; download the CSV for all of them)
00Q8d0000000087AAAvera.baker@firstlearninginc.com: HubSpot 'Customer' vs Salesforce 'New' (the two systems disagree on where this person is)00Q8d0000000093AAAtara.hayes@openpartnersinc.com: HubSpot 'Evaluating Partner' vs Salesforce 'Qualified' (this HubSpot stage has no matching Salesforce status)00Q8d0000000144AAAines.doyle@primecapitalinc.com: HubSpot 'Customer' vs Salesforce 'New' (the two systems disagree on where this person is)00Q8d0000000154AAApaula.kowalski@kineticdynamicsinc.com: HubSpot 'Evaluating Partner' vs Salesforce 'Nurturing' (this HubSpot stage has no matching Salesforce status)00Q8d0000000185AAApriya.ito@vividlabsco.com: HubSpot 'Marketing Qualified Lead' vs Salesforce 'Recycled - Q3' (this Salesforce status has no matching HubSpot stage)00Q8d0000000248AAAfinn.doyle@clearworksinc.com: HubSpot 'Customer' vs Salesforce 'New' (the two systems disagree on where this person is)00Q8d0000000262AAAivan.ortega@ultranetworksinc.com: HubSpot 'Sales Qualified Lead' vs Salesforce 'Recycled - Q3' (this Salesforce status has no matching HubSpot stage)00Q8d0000000281AAAquentin.ueda@zenmaterialsinc.com: HubSpot 'Customer' vs Salesforce 'New' (the two systems disagree on where this person is)00Q8d0000000288AAAomar.varga@truedynamicsinc.com: HubSpot 'Evaluating Partner' vs Salesforce 'Nurturing' (this HubSpot stage has no matching Salesforce status)00Q8d0000000313AAAdmitri.jansen@zenfoodsinc.com: HubSpot 'Evaluating Partner' vs Salesforce 'New' (this HubSpot stage has no matching Salesforce status)
How this estimate is calculated
- Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
- Share of that value lost because of this break = 10% (our assumption)
- Estimated cost = 12 records x $750 x 10% = $900 (estimate)
11. Active sequences with no step in 7+ days
est. $750- Likely cause
- Steps are not executing: sender mailbox disconnected, daily send limit hit, a manual task step nobody completes, or the owner is inactive.
- Suggested fix
- Check sender health and manual-task backlog for these enrollments, then resume or finish them.
Examples
ENR-00128fatima.baker@clearpartnersinc.com in 'Re-engagement' (Active): no step for 20d (never started)ENR-00129lena.dubois@maplesoftwareinc.com in 'Inbound Demo Follow-up' (Active): no step for 11d (never started)ENR-00130hana.silva@jadelogisticsco.com in 'Webinar Nurture' (Active): no step for 19d (never started)ENR-00131aisha.moreau@brightroboticsco.com in 'Webinar Nurture' (Active): no step for 20dENR-00132nora.petrov@solidroboticsinc.com in 'Re-engagement' (Active): no step for 10dENR-00133nora.doyle@quartzanalyticsco.com in 'Inbound Demo Follow-up' (Active): no step for 15dENR-00134fatima.tanaka@openmaterialsinc.com in 'Webinar Nurture' (Active): no step for 25dENR-00135emi.haas@maplelearninginc.com in 'Inbound Demo Follow-up' (Active): no step for 14dENR-00136mateo.yamada@primedynamicsinc.com in 'Inbound Demo Follow-up' (Active): no step for 18dENR-00137hana.dubois@echolabsco.com in 'Re-engagement' (Active): no step for 17d
How this estimate is calculated
- Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
- Share of that value lost because of this break = 10% (our assumption)
- Estimated cost = 10 records x $750 x 10% = $750 (estimate)
12. Sequence is still emailing records deleted in the CRM
est. $450- Likely cause
- The record was deleted or merged in the CRM but the enrollment was not removed, so activity is not logged and replies have nowhere to land.
- Suggested fix
- Remove these enrollments, and make CRM deletes/merges unenroll the person in the sequencer.
Examples
ENR-00110lena.frost@bluelogisticsco.com in 'Re-engagement' (Active): CRM record 00Q8d0000000443AAA is deletedENR-00111jon.ueda@primepartnersinc.com in 'Inbound Demo Follow-up' (Active): CRM record 00Q8d0000000444AAA is deletedENR-00112elena.brandt@primecloudinc.com in 'Inbound Demo Follow-up' (Active): CRM record 00Q8d0000000445AAA is deletedENR-00113julia.dubois@hyperenergyinc.com in 'Inbound Demo Follow-up' (Active): CRM record 00Q8d0000000446AAA is deletedENR-00114emi.ueda@vividsystemsco.com in 'Webinar Nurture' (Active): CRM record 00Q8d0000000447AAA is deletedENR-00115fatima.zhou@bluedynamicsinc.com in 'Webinar Nurture' (Active): CRM record 00Q8d0000000448AAA is deleted
How this estimate is calculated
- Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
- Share of that value lost because of this break = 10% (our assumption)
- Estimated cost = 6 records x $750 x 10% = $450 (estimate)
13. Lead source differs between HubSpot and Salesforce
est. $375- Likely cause
- Source values were typed or imported differently in each system, or Salesforce overwrites the original source, so attribution and channel ROI reports cannot be trusted.
- Suggested fix
- Make lead source a restricted picklist with one shared value list, lock the original source after creation, and map the legacy values below.
Value pairs involved
| HubSpot | Salesforce | Problem | Records |
|---|---|---|---|
| Paid Search | Web | the two values are different channels | 4 |
| Imported Legacy | Web | one of the values has no match in the other system | 1 |
| Email Marketing | Cold Call 2023 | one of the values has no match in the other system | 1 |
| Imported Legacy | Trade Show | one of the values has no match in the other system | 1 |
| Organic Search | Inbound-Legacy | one of the values has no match in the other system | 1 |
| Direct Traffic | Cold Call 2023 | one of the values has no match in the other system | 1 |
| Email Marketing | Inbound-Legacy | one of the values has no match in the other system | 1 |
Examples
00Q8d0000000105AAAivan.varga@atlasanalyticsco.com: HubSpot 'Paid Search' vs Salesforce 'Web' (the two values are different channels)00Q8d0000000132AAAaisha.weber@vividnetworksinc.com: HubSpot 'Imported Legacy' vs Salesforce 'Trade Show' (one of the values has no match in the other system)00Q8d0000000180AAAaisha.grant@firstfoodsco.com: HubSpot 'Organic Search' vs Salesforce 'Inbound-Legacy' (one of the values has no match in the other system)00Q8d0000000236AAAtara.cohen@clearlearninginc.com: HubSpot 'Email Marketing' vs Salesforce 'Inbound-Legacy' (one of the values has no match in the other system)00Q8d0000000241AAAines.silva@greenanalyticsco.com: HubSpot 'Paid Search' vs Salesforce 'Web' (the two values are different channels)00Q8d0000000250AAApaula.evans@rapidlogisticsco.com: HubSpot 'Direct Traffic' vs Salesforce 'Cold Call 2023' (one of the values has no match in the other system)00Q8d0000000260AAAzoe.novak@jadesecurityinc.com: HubSpot 'Paid Search' vs Salesforce 'Web' (the two values are different channels)00Q8d0000000284AAAtara.gupta@quartzcapitalinc.com: HubSpot 'Paid Search' vs Salesforce 'Web' (the two values are different channels)00Q8d0000000316AAAchloe.haas@truelogisticsco.com: HubSpot 'Imported Legacy' vs Salesforce 'Web' (one of the values has no match in the other system)00Q8d0000000356AAAana.moreau@firstsystemsco.com: HubSpot 'Email Marketing' vs Salesforce 'Cold Call 2023' (one of the values has no match in the other system)
How this estimate is calculated
- Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
- Share of that value lost because of this break = 5% (our assumption)
- Estimated cost = 10 records x $750 x 5% = $375 (estimate)
14. Sequence enrollments that match no CRM record
est. $375- Likely cause
- The CRM id on the enrollment does not exist in the CRM export: the record was hard-deleted, belongs to another org/sandbox, or the integration never wrote the id.
- Suggested fix
- Re-link or remove these enrollments and check how the sequencer stores the CRM id.
Examples
ENR-00116tom.fontaine@ghostmail.example in 'Outbound Cold 5-step' (Active): CRM id '00Q8d00000ZZ000AAA' not found in the CRM exportENR-00117finn.haas@ghostmail.example in 'Inbound Demo Follow-up' (Active): CRM id '00Q8d00000ZZ001AAA' not found in the CRM exportENR-00118bruno.ito@ghostmail.example in 'Inbound Demo Follow-up' (Active): CRM id '00Q8d00000ZZ002AAA' not found in the CRM exportENR-00119mateo.novak@ghostmail.example in 'Webinar Nurture' (Active): CRM id '00Q8d00000ZZ003AAA' not found in the CRM exportENR-00120sven.ortega@ghostmail.example in 'Inbound Demo Follow-up' (Active): CRM id '00Q8d00000ZZ004AAA' not found in the CRM export
How this estimate is calculated
- Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
- Share of that value lost because of this break = 10% (our assumption)
- Estimated cost = 5 records x $750 x 10% = $375 (estimate)
Not checked (missing data)
Every check had the data it needs.