Using the CRM Health Dashboard in Cognism

The CRM Health Dashboard helps you understand the quality of your CRM data and identify where enrichment will have the most impact.

You can use the dashboard to review data coverage, spot gaps, and decide how to improve your records before running enrichment.

The dashboard is available as part of Cognism CRM Enrichment.

Prerequisites

• You have connected Cognism to your CRM 
• You have Salesforce Data Import enabled
• You have access to Cognism CRM Enrichment 
• (Optional) You have set up personas in Cognism 

Understand your CRM data health

After connecting your CRM, the dashboard analyses your records against Cognism’s database. It provides a live view of your data quality and updates automatically as your CRM changes.

Review headline metrics

The top of the dashboard shows a summary of your enrichment activity and data coverage.

You can see:

• Total records processed 
• Records enriched 
• Records processed in the last 30 days 
• Emails added in the last 30 days 
• Phone numbers added in the last 30 days 
• Active enrichment workflows

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Use these metrics to quickly understand recent activity and overall progress.

Analyse data coverage and gaps

The dashboard includes charts that compare your CRM data with Cognism’s database. These highlight where your data is complete, missing, or out of date.

You can review:

• Contacts with up-to-date job information 
• Contacts with job changes 
• Contacts with unknown job status 
• Missing phone numbers across your CRM 
• Missing email addresses across your CRM 

These insights help you identify gaps without exporting or auditing data manually.

Review enrichment metrics by persona

If you use personas in Cognism, the dashboard shows data quality for each persona group.

For each persona, you can see:

• Contacts with job changes 
• Contacts missing phone numbers 
• Contacts missing email addresses 

This helps you focus on the segments that matter most, such as your ideal customer profiles.

You can also take action directly from this view by creating a one-off enrichment job for a selected persona.

Identify enrichment opportunities

The dashboard highlights how many records are missing key data fields across your CRM.

You can review gaps in:

• Phone numbers 
• Email addresses 
• Job titles 
• Company data 
• LinkedIn profiles 
• Industry information 

Use this view to understand overall data coverage and prioritise improvements.

Choose your next actions

Use the insights from the dashboard to decide how to improve your data.

You can:

• Select records to enrich 
• Choose which fields to update 
• Run one-off enrichment 
• Set up scheduled or real-time enrichment 

This allows you to apply enrichment in a targeted and controlled way.

Expected result

You have a clear, up-to-date view of your CRM data quality. You can identify gaps, prioritise enrichment, and take action with confidence.

FAQs

Is the CRM Health Dashboard a one-off report?

No. The dashboard updates automatically and reflects changes in your CRM data.

Does the dashboard automatically enrich data?

No. The dashboard highlights opportunities. You choose when and how to run enrichment.

Can I analyse specific segments only?

Not within the dashboard. You can define segments when creating enrichment workflows.

Which CRMs are supported?

In Phase 1, the CRM Health Dashboard supports Salesforce. Support for other CRMs is planned.