Dataset: CRM Export (Accounts & Opportunities)

Use: Revenue forecasting

Determination: Suitable only if conditions are met

Basis:

• Duplicate account records identified across regions

• Opportunity stages inconsistently applied between teams

• Missing close dates in a subset of active deals

• Revenue fields populated without corresponding probability weighting

Assumptions:

• Extract represents all active pipeline at the stated date

• Field definitions are consistent with internal reporting standards

• No external adjustments applied outside the dataset

Conditions:

• Duplicate records must be resolved or excluded

• Opportunity stage definitions must be standardised across all entries

• Missing close dates must be completed

• Revenue must be aligned with defined probability weighting rules