Profile Completion
Configure how profile completion percentages are calculated for records across your CRM. This helps your team ensure data quality by showing which records need more information.
Access it from Settings → Profile Completion.
Selecting a Module
Configure completion weights independently for:
- Contacts
- Accounts
- Leads
- Opportunities
Enable / Disable
Toggle Enable Profile Completion per module. When enabled, a completion percentage bar appears on record detail pages.
How Completion is Calculated
Completion % = (Sum of filled field weights / Total weight of all fields) × 100
Each field has a configurable weight (0–20 points). Fields with higher weights contribute more to the overall percentage.
Example:
- First Name (weight 10): Filled -- 10 points
- Email (weight 15): Filled -- 15 points
- Phone (weight 10): Empty -- 0 points
- Company (weight 5): Filled -- 5 points
- Total: 30 / 40 = 75%
Configuring Field Weights
Fields are grouped by category:
| Category | Example Fields |
|---|---|
| Basic Information | First Name, Last Name, Email, Phone |
| Contact Details | Mobile, Fax, Website |
| Location | Country, City, Address |
| Social Profiles | LinkedIn, Twitter, Facebook |
| Other | Description, Tags, Source |
| Custom Fields | Any custom fields you've created |
For each field:
- Adjust the weight slider (0–20)
- Set to 0 to exclude from calculation
Custom Fields
Custom fields can be included in the completion calculation:
- Toggle Include in Completion for each custom field
- Set a weight (0–20)
- Field type is displayed for reference
Minimum Percentage
Set a Minimum Required percentage (0–100%). This is informational — records below the threshold will show a warning indicator but won't be blocked from saving.
Summary Stats
The page shows:
- Total Weight — Sum of all field weights
- Custom Fields — Number of custom fields included in calculation
- Minimum Required — The threshold percentage
Focus higher weights on business-critical fields. For leads, email and phone should have high weights since they're essential for outreach. For accounts, company name and industry matter more.
Changes take effect immediately. Existing records will show updated completion percentages on their next page load.