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This report helps businesses evaluate the accuracy of their client data by displaying the number and percentage of clients who have each type of information recorded.
Key Features
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Data Completeness Analysis: Displays the percentage of clients who have specific fields, such as email, mobile phone number, and birthday, completed.
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Targeted Marketing Insights: Helps identify gaps in client data collection to improve targeted marketing strategies.
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Detailed Client Lists: Offers the option to view a list of clients who have completed specific fields.
Report Sections
1. Percentage of Clients with Data Recorded
A bar graph visualizes the percentage of clients with each field completed, offering a quick overview of data completeness.
2. Percent Complete
Shows the percentage of total clients who have completed a specific field.
3. Details
Allows users to click on ‘Details’ to view a list of clients missing specific fields, enabling businesses to take corrective actions.
How to Access the Report
Navigate to: Tools > Reports > Clients > Client Card Accuracy
Data Fields Included
| Field | Description |
|---|---|
| Field Name | The name of the client information field |
| No. Completed | The number of clients who have completed the field |
Benefits of Using This Report
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Enhances marketing effectiveness by ensuring client data is complete.
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Identifies gaps in client data for improved data collection strategies.
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Helps businesses maintain up-to-date and accurate client records.
By leveraging this report, businesses can optimize their client outreach efforts and improve overall data quality for more effective communication and engagement.
