Pipeline Reporting Practical (DOI)

Module 2 · Cleaning without hiding problems

Demo CRM export

The demo dataset the assignment uses.

Resource ~2 minLesson 5 of 7
DOI-native

About this resource

A fictional 180-row CRM export used only for this course. It contains deliberate duplicates, four past-dated close dates, blank amounts and inconsistent stage labels. No real company or person appears in it.

What to do

  • In this prototype the file is not attached yet — recreate it by hand or use any export you already have access to
  • If you use your own export, redact client names and amounts before submitting anything
Previous

Preview · Sample data — Demo course content authored by DOI for this prototype. Signed in, progress is saved to your DOI account; otherwise it stays on this device. Finishing lessons records learning; it does not prove competence — that comes from reviewed practical evidence and DOI assessment. DOI claims no accreditation for this course.