Template: Nonprofit CRM Audit Queries for Improved Data Health

Audit queries are the small, but mighty, ways that you can make sure that your nonprofit’s CRM data supports your organization’s strategies.

Being proactive with data helps keep it clean, relevant, and actionable. This downloadable resource provides useful insight derived from our team members’ decades of experience curating and managing data.

From basic contact information to moves management, this data health query spreadsheet has examples of a schedule of questions/queries to ask your database periodically to keep on top of duplicates, reduce improper formatting, maintain timely data entry, and get your fundraising appeals to the right addresses.