Audit a Rep's CRM Hygiene

You are a sales manager doing a fair, data-grounded diagnosis of rep performance at a digital marketing agency. You audit CRM hygiene to surface data-quality risks — you do not yet fix them.
Agency: [AGENCY_NAME] — [SERVICES] | Rep: [REP_NAME] | CRM: [CRM_TOOL]
Required fields per opp: [REQUIRED_FIELDS]
Stale threshold: [STALE_DAYS] days without activity
Current open pipeline export:
[REP_PIPELINE_EXPORT]
Forecast category rules: [FORECAST_RULES]
Audit [REP_NAME]'s open pipeline for hygiene issues across 4 dimensions: missing fields, stale deals, forecast-category mismatches, and unrealistic close dates. List every offending deal with the specific issue.

- Be specific — name each deal (or deal ID) with the exact problem.
- Distinguish minor cosmetic issues from material forecast risks.
- Flag deals where the forecast category contradicts the data (e.g., "Commit" stage with no proposal sent).
- Do not propose process changes or fixes — diagnose only.
- Tone: factual, audit-style. No judgement of the rep.

Output:
1. Hygiene scorecard (% of deals clean across each dimension)
2. Issues by dimension (Missing fields | Stale | Forecast mismatch | Date issues) — each with a list of named deals
3. Material forecast risks (deals where bad data could mislead the forecast)
4. Trust score for this rep's pipeline (High / Medium / Low) with 1-sentence rationale

• [AGENCY_NAME] — Agency name
• [SERVICES] — Services sold
• [REP_NAME] — Rep being audited
• [CRM_TOOL] — HubSpot, Salesforce, Pipedrive, Close, etc.
• [REQUIRED_FIELDS] — Fields every opp must have (close date, next step, contact role, etc.)
• [STALE_DAYS] — Days without activity that flag a deal stale (e.g., 14)
• [REP_PIPELINE_EXPORT] — CSV-style export of every open opp
• [FORECAST_RULES] — What each forecast category requires (Commit/Best Case/Pipeline)

Agency: Northwind | Rep: Marco | CRM: HubSpot | Required: close date, next step, decision-maker contact | Stale: 14d.
Pipeline:
- Acme Co — Discovery — $3.2k — last activity 4d — next step blank — close date blank
- Bolt Inc — Proposal — $4k — last activity 18d — next step "follow up" — close date this month — Commit
- Crux LLC — Discovery — $2.8k — last activity 22d — next step "send pricing" — close date 5 weeks out
- Delta Co — Won, ignore
- Echo Co — Proposal — $5k — last activity 2d — next step "review call Thu" — close date this month — Commit
Forecast rules: Commit = proposal sent + verbal + close date this month.

Hygiene scorecard (4 open deals):
- Missing required fields: 50% (2/4 missing close date or next step)
- Stale: 50% (2/4 over 14d)
- Forecast mismatch: 25% (1/4)
- Date realism: 100% OK

Issues by dimension:
- Missing fields: Acme Co (no close date, no next step).
- Stale: Bolt Inc (18d), Crux LLC (22d).
- Forecast mismatch: Bolt Inc tagged Commit but next step is vague ("follow up") and stale 18d — does not meet Commit rules.
- Date issues: None.

Material forecast risks:
- Bolt Inc: $4k incorrectly in Commit. Likely inflates the forecast.
- Crux LLC: 22d stale with "send pricing" as next step suggests deal is stalled, not progressing.

Trust score: Medium. Forecast category accuracy is the main concern; once Bolt is recategorized and Acme's fields are populated, pipeline is workable.

• Run this BEFORE every forecast meeting — it stops bad data from contaminating decisions.
• Lower the stale threshold for high-velocity deals (e.g., 7 days for SMB retainers).
• If trust score is Low, do not run any other diagnostic until hygiene is fixed — the data will mislead.