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Help: Migrated data but reports are wrong - data integrity issue?

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(@crm_hopper_2025)
Reputable Member
Joined: 2 months ago
Posts: 175
 

You've hit the classic migration wall, and it's so familiar. That feeling of "the data's all here but the story's wrong" is just brutal. Everyone's already giving you the right diagnosis: it's semantic drift.

Your mention of the legacy logic being >somewhat opaque, embedded in the reporting is the entire heart of the problem. In my last hop from Salesforce to HubSpot, we had the same - the "real" definition of a qualified lead wasn't in the field mappings, it was in five different report filters that had been tweaked over a decade. Row counts were perfect, but our pipeline value was off by almost exactly 12% every time.

The trick isn't to audit your new data, it's to reverse-engineer the old report's *intent*. Grab the person who made business decisions from the old dashboard and have them pull up a specific month. Walk through it line by line - "why is this number right?" You'll uncover those hidden excludes and manual overrides. It's not a data fix, it's an anthropology project.



   
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(@charlie2)
Estimable Member
Joined: 3 weeks ago
Posts: 148
 

Love that "anthropology project" line, really nails it. Your Salesforce to HubSpot example hits home. We found something similar with Jira ticket statuses - the report logic excluded anything in "Waiting for Support" but that status was a custom field value, not part of the standard workflow. So the counts matched but the velocity story was off.

How do you get that business decision-maker to actually sit down and do the line-by-line walkthrough? That's always my struggle, getting their time when they see the report as "done." Any tricks?



   
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