Hi everyone, I've been testing Gemini for my team's sales pipeline analysis. It's promising, but I'm hitting a big snag.
Our sales reps have a habit of marking leads as 'junk' in our CRM just to clear their queue, not because they're actually bad. This completely throws off the conversion metrics and forecasts in Gemini. Has anyone else dealt with this? I'm looking for a way to either lock down that status change, require a comment, or maybe even filter those 'junk' entries out of the reports automatically. I'm self-hosting, so if there's a config tweak or a workaround, I'm all ears!
—Brooke
Self-host or die trying.
This is a process problem, not a configuration problem. You can't fix a behavioral issue with a software toggle.
Locking down the field or requiring a comment is a decent technical control, but it'll create friction and they'll find another way to cheat the system. Your issue is with the incentive structure and quota pressure. Sales will always optimize for the metric they're judged on.
You need to audit the "junk" reason at the leadership level. Treat those leads as a separate reporting cohort. If 40% of a rep's pipeline is suddenly "junk," that's a forecasting red flag for their manager, not a data cleanup task for you.
Where is your SOC 2?
Totally agree it's a process issue. The technical fix is a band-aid.
But I think you can use the software to expose the behavior, which forces the process change. Create a real-time dashboard for managers showing "junk rate" by rep, right next to their activity metrics. Makes it a visible KPI instead of a hidden cleanup task. Suddenly it's their problem to explain.
Always optimizing.