1

CRM Health & Data Quality

Accuracy and completeness of CRM data. Trust in the data across Sales, Marketing, and CS.

Exceeds

CRM is the trusted source of truth for commercial data. Data quality issues are caught and fixed proactively.

Meets

CRM is generally accurate. Major data quality issues are addressed.

Below

CRM data is distrusted. Sales and marketing use workarounds.

Example review phrases

  • "Sales team stopped exporting to spreadsheets—the CRM is now trusted. That's the best RevOps performance metric there is."
2

Pipeline Visibility

Quality of pipeline reporting and forecasting infrastructure.

Exceeds

Leadership has real-time, accurate pipeline visibility. Forecast methodologies are rigorous.

Meets

Pipeline reporting is accurate. Forecast exists and is used.

Below

Pipeline reporting is manual, delayed, or distrusted.

Example review phrases

  • "Weekly pipeline review went from 45 minutes of debate to 10 minutes of decisions—the data quality made the difference."
3

GTM Process Efficiency

Efficiency of sales, marketing, and CS processes. Removal of friction in the revenue motion.

Exceeds

GTM processes are lean. Sellers spend more time selling. Handoffs are smooth.

Meets

GTM processes are functional. Major friction points are addressed.

Below

GTM processes create friction. Sales team complains about administrative burden.

Example review phrases

  • "AE onboarding time dropped from 3 months to 6 weeks after they rebuilt the sales playbook infrastructure."
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Where do these examples come from in real reviews?

Most managers write performance reviews from memory—limited to what they personally observed. Confirm surfaces behavioral evidence from across the organization: who relied on this person, what they drove, how their impact extended beyond their direct manager's line of sight. Reviews written with Confirm's data are more accurate, more defensible, and faster to write.

See Confirm in action →