Clean Dashboard

The ZoomInfo Clean Dashboard is a great resource where you can dive into the Accounts, Contacts, and Leads we have run Clean against to date. Out of the box, we will show all of the records cleaned based on their ZoomInfo Clean Status. 


ZoomInfo Clean Status:

Leads & Contacts:

Clean StatusNotes
CleanSuccessfully matched person and company profile and have appended data
Company Clean OnlySuccessfully matched company profile only and have appended data
In SyncSuccessfully matched and data is already up to date
DifferentSuccessfully matched person or company profile but did not append data due to only if blank setting
Not FoundPerson and company failed to match
ErrorZoomInfo Clean unable to update record
Not ComparedZoomInfo Clean has not run on this record (default value)

Accounts:



Clean StatusNotes
Clean
Successfully matched company profile and have appended data
In syncSuccessfully matched and data is already up to date
DifferentSuccessfully matched company profile but did not append data due to only if blank setting
Not FoundCompany failed to match
ErrorZoomInfo Clean unable to update record



The ZoomInfo dashboard will default to all records cleaned over time. However, you can filter this dashboard by clicking "View Report" and then selecting the funnel in the top right. Here, you will be able to adjust the date range of this report, as well as additional parameters. 

The second report included in the ZoomInfo Dashbaord allows you to see exactly which fields were changed (before vs. after) based on Accounts, Contacts, and Leads. To drill down even more, click on "View Report" within each record type.

Please note:


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