Review the dashboard regularly (e.g., weekly or monthly) to ensure timely corrections. Use the lists provided in each tab to directly update records or export them for batch cleanup.
The following information can be found in the Data integrity dashboard:
Overall metrics
The following metrics appear in the Progress Tracker content items in the top row of the dashboard.
- Number of individuals missing a mobile phone number - Quickly see how many contacts cannot be reached by text or mobile calls. Missing mobile numbers may limit engagement for SMS campaigns or event reminders.
- Next step: Encourage staff or members to provide mobile numbers through their account page, forms, or outreach campaigns.
- Number of individuals missing an email address - Identifies contacts who cannot receive communications such as newsletters, invoices, or event confirmations.
- Next step: Prompt members to update their profiles online, or use alternative outreach methods (e.g., print mail) until an email is collected.
- Number of new contacts within the last seven days - Provides visibility into recent additions, ensuring that new records are complete and accurate from the start.
- Next step: Review these contacts regularly to confirm that key details (email, phone, address) are included.
- Number of updated contacts within the last seven days - Highlights recent changes to contact information, allowing staff to monitor trends or catch potential errors (e.g., misspelled names).
- Next step: Spot-check updates for accuracy, especially if they were made through imports or bulk processes.
Missing contact details tab
Missing details create communication gaps and can prevent successful event registration confirmations, membership renewal notices, or critical alerts.
Review the following to ensure missing contact details are collected:
- Individuals missing mobile phone or email - Displays the specific people who lack essential communication details, making it easy to follow up directly.
- Organizations missing an email - Ensures that organizational records remain valid for billing, outreach, and reporting.
Contact names tab
Clean, consistent name data is critical for professionalism in communications and for reliable searching and reporting.
Review the following to ensure contact names are clean and consistent:
- Individuals with non-alpha characters in name fields - Flags unexpected characters (e.g., numbers, punctuation) in fields such as first name, informal name, last name, middle name, or organization name. These often result from data entry errors or imported records.
- Individuals missing a full name - Detects incomplete records, which can cause issues in personalization, correspondence, and reporting.
- Organizations with non-alpha characters in their name - Helps ensure organizational data is clean for searching, reporting, and integration with other systems.
Addresses tab
Accurate addresses reduce returned mail, shipping errors, and compliance issues with regional requirements.
Review the following to ensure accurate addresses:
- Addresses with invalid country names - Identifies records where the country field does not match recognized country codes or names.
- Addresses missing a country - Ensures all addresses are complete for shipping, mailing, and regional reporting.
- Individuals and organizations missing a preferred billing, mailing, or shipping address - Highlights incomplete address data that may affect billing accuracy, mailings, or product fulfillment.
Membership tab
Clean membership data supports accurate billing, engagement tracking, and retention analysis.
Review the following to ensure membership data is clean:
- Invalid products in subscriptions - Ensures that membership subscriptions are linked to valid product codes, which is critical for renewals and reporting.
- Members with empty join dates - Identifies records missing start dates, which may affect tenure calculations, eligibility checks, and reporting.
No Company ID tab
Displays individuals who have a text value for Primary organization but no associated Company ID.
Without a Company ID, relationships between individuals and organizations may be incomplete, limiting the ability to track corporate memberships, group billing, and organizational reporting.
Locked out users tab
Displays a list of users who are locked out of their accounts due to failed login attempts or security settings.
This helps staff identify and proactively assist members who cannot access self-service features, renew memberships, or register for events.