Data health and activity
Know the data is right, and who changed what
Data health shows the state of the order history behind every list, with a fix for each gap. The activity log records every assignment, outcome and setting with before and after values.
How it works
- 01Data health shows how recent your data is, accounts with too few orders to judge, ordering with no product line, accounts with no owner and possible duplicate customers, each with a fix.
- 02The activity log lists every assignment, outcome, note, setting and threshold change, invite, export and confirmed Allo action, filterable and exportable to CSV.
Who uses it
- Owners
- Both, and the audit trail behind any change.
- Sales managers
- Data health, to fix gaps before they hide an account.
In the help center
- Data health The state of the order history behind every list, with a fix for each gap.
- The activity and audit log Who did what and when, with before and after values.
Every feature is on every plan. See pricing.
The rest of the product
Daily listEach morning, the accounts that broke their patternReplaySee what the rules find in your own historyAlloAsk about your book in plain wordsScorecardsHow every account, rep and team is doing, in partsTeam and rolesEveryone sees the part of the book that is theirsFollow-ups and alertsNothing you meant to come back to slipsGrowthWin back, ramp up and grow the accounts you haveProduct lines and clustersCatch the account that stopped buying one thing