Analysis / Revenue operations and CRM hygiene
Audit missing fields in sales opportunity records
Use Proforma to audit missing fields in sales opportunity records. Get opportunity data quality scorecard from your business data with this copyable prompt.
Revenue operations manager · Sales operations analyst
Bring this question into Chat
Your starting prompt.
Audit opportunity records against our supplied field requirements for [stages]. Identify missing or invalid values by deal, owner and field, weighting priority by the supplied business rules. Show completeness rates and a review queue with the exact validation rule that failed. Distinguish unknown values from not-applicable fields and prepare correction requests without writing defaults into the CRM.
Copy this starting point, then replace the placeholders with your own inputs.
Method and review
Keep the assumptions visible.
Check ownership, identifiers, stage definitions and activity dates before interpreting performance. Preserve the original record IDs and send ambiguous cases for review.
For this task, check
Required fields should vary by stage rather than forcing early deals to invent late-stage information.
Before you begin
- Uploaded exports or permitted Data covering the listed inputs
Work with permitted files or queryable data. Verify the result against the original records.
Synthetic illustrative example
See the method in practice.
Synthetic input. Illustrative output checked locally; this is not a live Proforma run or customer result. Proposal-stage policy requires owner, positive amount and close date. Blank means unknown, not an acceptable default.
These invented records explain the method. They are not a recorded Proforma run.
| Deal | Owner | Amount USD | Close date |
|---|---|---|---|
| D-1 | Rae | 10000 | 2026-10-10 |
| D-2 | 8000 | 2026-10-12 | |
| D-3 | Sam | 0 |
| Deal | Valid fields | Completeness | Failed rule |
|---|---|---|---|
| D-1 | 3 / 3 | 100.0% | None |
| D-2 | 2 / 3 | 66.7% | Owner required |
| D-3 | 1 / 3 | 33.3% | Amount > 0; close date required |
Method
Apply the supplied stage-specific rules rather than checking only nonblank cells. A zero amount is present but fails this policy. Completeness here counts valid required fields / three.
What the result tells you
D-3 needs both a meaningful amount and a close date; D-2 needs an owner. The output is a correction queue, not authorization to fill defaults or change CRM records.
Take the next step
Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
Start exploringYour prompt is carried by copy and paste. Signing up does not submit it or start this work automatically.
Or start with your own agent
The setup prompt includes this public task. Your agent will help you connect when needed and use the access you approve.