What the health report contains.

The health report is what you receive once your CRM is connected. This page lists what is in it. It shows no sample data and no customer.

1. What was checked, and when

The date, the CRM and the checks that ran. Every check reads as a read-only user.

2. The figure at risk

Leads at risk tonight, priced at your own value per lead. It appears only when you set a value.

3. The count

How many problems, how many are critical, and how many checks passed.

4. The biggest problems

Three, each with its grade, how many leads it touches and its fix.

5. Every finding, with its proof

Grouped by check. Each shows the query or the configuration step behind it, so you can verify it.

6. The fix list

Every fix, quickest first within each grade. Each has a size: small, medium or large.

7. What changed since the last run

Each finding is new, still open or fixed. A fix only counts once the check passes on the same data.

8. Nothing in your CRM was changed

The report says so, and links to exactly what the check can read.

9. When the next report arrives

Design partners get it every night for 90 days. After that the free plan sends one a month.

Want to see the checks first? Run the free scan on a configuration export. It finds the rule and flow defects in your browser.