Data intelligence
How do I bring data from CRM, spreadsheets, ads, and databases into one place?
Define the records and metrics you need first, then connect each source into a controlled data layer. Standardize identifiers, formats, and update schedules before building reports. Keep the original systems as sources rather than manually copying everything into a new spreadsheet.
What to check
- Which sources are needed for the decisions you want to make?
- What fields can link records across sources?
- How often should each source refresh?