Editorial draft available to read. Factual and language review is pending. Examples are illustrative.
Decision and method
Classify missing fields by their impact on a specific decision. An optional telephone number and scope needed to prepare a quotation do not have equal priority. Define when each fact is needed, who can supply it and how to represent unknown, inapplicable and pending without inventing values to satisfy forms.
Illustrative example
Illustrative example: an early opportunity has no confirmed budget but does have a question and an upcoming meeting. Work continues. Before sending a proposal, scope and recipient must be confirmed. The review highlights these two blockers instead of treating every empty field as an equally serious defect in the record.
Acceptance check
Review a sample from each sales stage and check that every alert leads to useful action. Allow people to explain why a field does not apply. Accept the system when it reduces real blockers and staff can resolve alerts without duplicating records or entering fictional numbers to improve a completeness score.
Key takeaways
- Data quality means having enough reliable information to decide, not filling every box.