1. Avoid Comparing Total Numbers Between Your CRM and SalesScreen
Why This Happens: If you're comparing total numbers from your CRM (like Salesforce) with SalesScreen, you might see a discrepancy. For example, your CRM might include data from 50 employees, but only 45 of those employees are in SalesScreen.
What to Do: Instead of looking at the total numbers, compare data at the individual user level. If the numbers match for each person, then everything is syncing correctly.
2. Focus on Reports, Not Just Dashboards
Why This Matters: Dashboards, slides, and competitions can sometimes display filtered or aggregated data, which might differ from what you expect.
What to Do: Spend some time in the “Reports” section (found in the left menu). This is where you can verify if the data is accurate. If the numbers in the reports look correct, the issue might be with the settings in your dashboards or widgets.
3. Check User Details
Ensure the User Exists:
Double-check that the user is listed under
Manage -> Users.
Check When the User Was Created:
Look at when the user was added to SalesScreen. If data is missing for October, but the user was only created in November, that explains the gap.
Check Team Membership:
Make sure the user is assigned to a team. SalesScreen can’t track data for users who aren’t linked to any team.
Check for Multiple Team Memberships:
If a user belongs to more than one team, their data might be spread across teams. For instance, a user's sales could be counted under both Team Norway and Team US.
4. Verify User Mapping to Your CRM
Why This Matters: For data to sync correctly, users need to be mapped to their corresponding CRM accounts.
What to Do: Check the integration settings to ensure each user is correctly mapped to their CRM profile. This is especially important for CRMs like Salesforce, HubSpot, and SuperOffice. If a user isn’t mapped, their data won’t show up in SalesScreen.
5. Add Missing Reports Manually
Why This Happens: Occasionally, a report or sale might not sync properly.
What to Do: If you notice a missing report, you can add it manually. This is a quick fix when only a small amount of data is missing.
6. Syncing Data from Past Periods
Why This Matters: While you can sync data from previous periods, doing so for large datasets can be challenging.
What to Do: If you need to sync older data, limit it to just a few weeks back and only do this for special cases to avoid any potential issues ( for that, you will need to request support from your CSM or contact support team )
7. Questions to Ask Yourself When Troubleshooting
Which Time Period Are You Reviewing?
Make sure you’re looking at the correct date range. For example, are you reviewing data from 1st November to 7th November?
Which Sales Are Missing?
Identify which specific sales are missing. If possible, have the company names or screenshots from your CRM (like HubSpot) ready to cross-check.
Are You Checking Widgets or Reports?
Focus on the “Reports” section rather than widgets or dashboards, which might have different settings or filters applied.
By following these steps, you should be able to identify where the issue lies and ensure your data is correctly displayed in SalesScreen. If you need further assistance, don't hesitate to reach out!