From: Rachel Torres To: Operations Leadership Team CC: David Park ; Nia Obi Date: Thursday, March 6, 2025 9:14 AM Subject: CRM Data Quality — Affecting Q1 Sales Reporting Team, I need to flag a significant problem that's been quietly building for the last 6 weeks and is now blocking our Q1 reporting cycle. Our CRM (Dynamics 365) contains roughly 4,200 accounts that were migrated from the old system in January. Of those, our data team estimates that 31% have incomplete or incorrect field mappings — primarily industry classification, region, and contract value. The migration script was not validated against the new field schema before go-live. What we're seeing as a result: - The Q1 pipeline report that goes to the board shows $14.2M in projected ARR, but when our analysts manually spot-check records, the real figure is likely closer to $11.8M — a $2.4M discrepancy - Regional revenue splits are wrong because 1,100 accounts defaulted to "Unassigned Region" during migration - Three sales managers have been working from incorrect territory assignments for 6 weeks and may have missed outreach to accounts that were actually in their book We've been trying to fix this record by record but at the current pace it will take 8-10 weeks to clean the full dataset. The Q1 board presentation is in 3 weeks. David — I know your team owns the migration tooling. I need to understand what a bulk remediation looks like and whether we can prioritize the top 500 accounts by contract value first. Nia — the finance team needs to know what number is defensible right now. Can we put a range in the board deck rather than a point estimate until the data is clean? I don't want to escalate this to the SVP until we have a path forward. Can we meet tomorrow? Rachel Torres VP, Revenue Operations Contoso Ltd.