Understanding the dashboard
The Client Data Integrity Dashboard, sourced from your XPM, serves as a tool for verifying the quality of client data. It aims to pinpoint potential issues such as missing information or duplicate entries that require your attention. Each visualisation on the dashboard assists you in detecting these inconsistencies.
Why is it important?
The Client Data Integrity Dashboard allows you to:
Avoid the time and effort required to correct errors later on. This streamlines operations and reduces manual intervention.
Ensure that businesses have a clear and correct understanding of their client data, leading to better, informed choices.
Explore the Client Data Integrity dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
The header of each table shows the description along with their respective counts, offering you additional insights for each:
What is shown in Clients with No Client Group?
This shows the number of clients in your XPM data without an assigned Client Group.
What is shown in Clients with No Client Manager?
This shows the number of clients without an assigned Client Manager.
What is shown in Clients with No Partner?
This shows the number of clients without an assigned Client Partner.
What is shown in Clients with Duplicate Name?
This shows the number of clients with duplicate entries based on the same client name.