CRM Records¶

Metadata¶

Property	Value
Type	data_asset
Domain	sales-and-marketing
Status	active
Version	1.0
Owner	Head of Business Development
Steward	Sales and Marketing Team

Definition¶

Managed collection of customer relationship management data covering leads, opportunities, deals, and customer accounts used to measure sales and business development performance.

Description¶

The CRM records asset consolidates lead, opportunity, meeting, and account data from the organization's CRM tooling into a common representation used to calculate sales and business development metrics and KPIs.

Source System¶

CRM system

Grain¶

One record per lead, opportunity, meeting, or customer account.

Schema¶

TBD

Classification¶

Confidential

Quality Expectations¶

- Every opportunity must be attributable to a pipeline stage and an owner.
- Deal values must be recorded in a consistent currency.
- Customer accounts must be de-duplicated across entry points.
- Stage transition dates must be captured to support conversion and cycle analysis.

Refresh Frequency¶

Daily

Retention¶

TBD

Lineage¶

- CRM system
- Sales reporting
- Finance revenue reconciliation

sales.lead_count
sales.opportunity_count
sales.pipeline_value
sales.deal_value
sales.conversion_rate
sales.retention_rate

Source¶

This page is generated from the canonical definition definitions/data-assets/sales.crm_records.yaml.

Do not edit this generated page directly.