Table 36 Sept 2026From “What is CRM data governance? Revenue control before reporting”

Which fields make a quality rule reproducible?

Table 3Which fields make a quality rule reproducible?

Field in the quality register	Rule to declare	Evidence to preserve	Failure if hidden
Record grain	One contact, account, lead, opportunity, or another named unit	Object type and stable record ID	A count mixes units and double-counts entities
Field definition	What the field means and when it is populated	Data dictionary version and example states	Two teams use the same label for different facts
Data owner and steward	Who approves meaning and who handles daily quality	Named role, not only a team inbox	A defect has no accountable decision-maker
Requiredness	When the field is mandatory and when it is not applicable	Rule version and exclusion condition	A blank hides both omission and legitimate scope
Allowed values	Which values, formats, units, and currencies are valid	Validation rule and rejected-value log	A filled field is counted as valid without a test
Freshness	How recent the value must be for this decision	Last changed and last reviewed timestamps	A complete record survives after its evidence expires
Duplicate rule	Which identifier or combination makes records unique	Match key and merge decision	One customer appears as several pipeline entities
Data lineage	Where the value came from and what transformed it	Source, transformation, and destination	A number cannot be traced back to its input
Stage evidence	What observable event supports the current stage	Event ID, timestamp, or documented evidence	A label is treated as a commercial transition
Close-date rule	Which date boundary and movement rule apply	Current value, prior value, and change reason	A forecast movement is mistaken for new demand
Exception reason	Why a failed rule is temporarily treated differently	Reason, owner, expiry, and review date	The exception becomes a permanent hidden rule

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Source: Table from this essay. Sources and interpretation are given in the article.

PNG4:3, 1600 × 1200, with the title, the source line and the attribution set in the image isoglu-2026-what-is-crm-data-governance-fig03.png

From the essay

Revenue operations & AI

What is CRM data governance? Revenue control before reporting

CRM data governance decides who owns a CRM field, how its quality is tested, and when a record is fit for revenue reporting.

6 Sept 2026

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APA 7

Isoglu, S. (2026). Which fields make a quality rule reproducible? [Table]. isoglu.com. https://isoglu.com/insights/exhibits/isoglu-2026-what-is-crm-data-governance-fig03/

BibTeX

@misc{isoglu-2026-what-is-crm-data-governance-fig03,
  author = {Isoglu, Sinan},
  title = {{Which fields make a quality rule reproducible?}},
  year = {2026},
  howpublished = {Table 3, isoglu.com},
  url = {https://isoglu.com/insights/exhibits/isoglu-2026-what-is-crm-data-governance-fig03/},
  note = {From the essay {What is CRM data governance? Revenue control before reporting}}
}

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  <figcaption>Table 3: Which fields make a quality rule reproducible?. Source: Table from this essay. Sources and interpretation are given in the article. <a href="https://isoglu.com/insights/exhibits/isoglu-2026-what-is-crm-data-governance-fig03/">View exhibit</a>.</figcaption>
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