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Crm field audit

@revopslab/crm-field-audit

Audit the fields in any CRM export (HubSpot, Salesforce, or other CSV). Reports fill rates, placeholder junk like n/a and unknown, top values, and flags empty, sparse, constant, default-heavy, and likely duplicate fields, plus fill rates by owner or team. Ends with a cleanup plan: what to hide, merge, make required, or fix.

SkillRevOpsv1.0.0 (latest)Tested
Activity
New: be the first to try it
  1. 1# CRM field audit
  2. 2
  3. 3Finds out which CRM fields are actually used. From one export it measures fill rates, spots placeholder junk, and flags empty, constant, default-heavy, and duplicate fields, then writes a cleanup plan.
  4. 4
  5. 5## Who it is for
  6. 6
  7. 7RevOps and CRM admins on HubSpot, Salesforce, or any CRM, planning a cleanup, a migration, or better reporting.
  8. 8
  9. 9## Example
  10. 11Input: `examples/companies.csv` (12 companies, 14 fields), grouped by Owner.
  11. 13Output (`out/field-audit.md`):
  12. 15| Field | Fill | Top value | Flags |
  13. 16| --- | ---: | --- | --- |
  14. 17| Legacy Score | 0% | | empty |
  15. 18| Partner Tier | 8.3% | Gold (100%) | sparse |
  16. 19| Original Source | 50% | Organic search (33.3%) | placeholders |
  17. 20| Industry (Custom) | 83.3% | Retail (30%) | possible_duplicate |
  18. 21| Lifecycle Stage | 100% | Lead (91.7%) | default_heavy |
  19. 22| Region | 100% | NA (100%) | constant |
  20. 24Plus fill rate by owner and a plan: archive, merge, fix defaults, enrich.
  21. 26## What it can access
  22. 28- Runs `node scripts/field-audit.mjs` (Node built-ins only, no network).
  23. 29- Reads `data/` (plus the kit's own `examples/`), writes `out/`.
  24. 31## Setup
  25. 33None. Export the object with all columns to `data/`.