Score your revenue operations. Fix it in 24 hours.
A free, read-only scan that grades the four things deciding whether your RevOps runs clean: pipeline and data hygiene, forecast-data integrity, automation overlap, and access governance.
Read-only · 24-hour turnaround · SOC 2 Type II
Trusted by leaders at
What it scores
Four dimensions. Benchmarked against 1,000+ orgs.
Pipeline & data hygiene
Field completeness, duplicate density, and required-field gaps across Account, Contact, and Opportunity. Industry-average completeness is 23.9%; the median Account is 14.9% complete with hundreds of empty fields and duplicates.
Forecast-data integrity
The fields your forecast runs on, close date, amount, stage, scored for completeness and consistency. A forecast is only as good as the data under it.
Automation overlap
Every Flow, Apex Trigger, Validation Rule, and Workflow Rule per object, mapped for overlap and race conditions. A typical Opportunity carries 282 stacked automations with around three race conditions on first scan.
Access & governance
Who can see and change what. Typical findings: 26% of users on the System Administrator profile, 234 unused permission sets, and integration users with admin access.
What you get
Not a PDF you have to action. A fix plan that ships.
- A 0 to 100 RevOps health score per dimension
- The specific records, fields, and automations dragging the score down
- Quick wins ranked by impact and effort
- A 24-hour fix plan with sandbox-tested, one-click apply
From connect to full report, read-only, any org size.
Common questions
Before you connect your org.
What is a RevOps health check?+
A RevOps health check is a diagnostic of the Salesforce configuration and data that revenue operations depends on. Clientell scores four dimensions, pipeline and data hygiene, forecast-data integrity, automation overlap, and access governance, against benchmarks from over a thousand scanned orgs, then returns a 24-hour fix plan.
Is it really free, and is it safe?+
Yes. The scan is free and read-only. It connects via OAuth, never writes to your org during the scan, and does not export PII. Clientell is SOC 2 Type II, HIPAA, and GDPR compliant.
How long does it take?+
The scan runs in minutes and the full report is delivered within 24 hours, independent of org size.
What do I do with the results?+
Every finding ships with a recommended fix. You can apply the sandbox-tested fixes yourself through the agent, or have Clientell's AI-led services team do it for you.
How is this different from the native Salesforce reports?+
Native reports show individual components. The RevOps health check scores them against industry benchmarks, maps the relationships between automations, and prioritizes fixes by revenue impact, then can ship the fix.
Keep exploring
Related audits and resources
AI Agents for RevOps
The execution layer that ships the fixes the health check finds.
Explore AuditSalesforce Health Check
The broader org diagnostic across all six dimensions.
Explore AuditData Quality Audit
A-F grading per object on completeness and duplicates.
Explore AuditFlow Audit
Automation overlap and race-condition detection.
Explore ToolAI RevOps ROI Calculator
Estimate the hours and spend an agent reclaims.
Explore ReportState of AI in Salesforce RevOps
Benchmark data behind these scores.
ExploreFind what's dragging your pipeline.
Free RevOps health check.
Score pipeline hygiene, forecast data, automation overlap, and access in 24 hours. Read-only, SOC 2 Type II, with a one-click fix plan.
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