Profile Overview

Pending

messy_crm_export.csv · Lead routing · analyzed Aug 2, 2026, 12:05 PM

routing readiness

35/100

Not ready for routing - 7 issue types unresolved

Prepare records for owner assignment, SLA routing, and rep handoff. Weighted by active workflow impact, ambiguity, and whether a fix can apply without business context.

Dataset summary

Rows
79
Columns
10
Issue types
7
Findings
116

Active workflow mode

Lead routing

75 unresolved impact signals

Records without owners, standard territory fields, or valid segments can fall out of routing.

Issue Count By Category

Record-level findings
Standardization63
100% of max63 findings
Records18
29% of max18 findings
Routing14
22% of max14 findings
Segmentation10
16% of max10 findings
Outreach8
13% of max8 findings
Schema3
5% of max3 findings

Downstream Impact Simulator

Routing

Would fail routing

14records

Records need a valid owner or explicit review assignment before rep routing.

May route to wrong territory

51records

Territory filters depend on standardized state values.

Need queue triage

10records

Segment gaps can bypass route-to-team logic.

Reference Context

Optional structured sources currently grounding recommendation basis and confidence.

2 active sources

Ownership rules

region / territory / segment / owner

Inactive

real_ownership_rules_from_cleaned.csv

51 parsed rows

Inspect-only derived patterns. Disabled by default unless a single-owner pattern is consistent.

Segment dictionary

segment / allowed_values / definition / lifecycle_stage

Active

real_segment_dictionary_from_cleaned.csv

3 parsed rows

Validates allowed segment taxonomy from the real cleaned export.

Clean CRM reference export

account / state / country / segment / owner / territory

Active

real_clean_crm_reference_from_cleaned.csv

56 parsed rows

Primary trusted source for owner, segment, and state recommendations.

Top Issues By Business Risk

Ranked by workflow impact and fix ambiguity — not record count.

Prioritization Logic

1. Routing blockers first

Issue order changes based on the selected workflow mode, so the highest business risk appears first.

2. Review-first suggestions remain visible

Missing owner, segment, state, and lifecycle recommendations show confidence and rationale before approval.

3. Deterministic cleanup is still traceable

Lower-risk changes stay transparent, reversible, and logged with the same approval trail.